diff --git a/README.md b/README.md index eee5c3e57..a49c69346 100644 --- a/README.md +++ b/README.md @@ -14,37 +14,36 @@ Use it when you want an agent to do specialized work with better structure, clea **Star this repo to follow the open library of reusable agent knowledge bundles.** -## Measured Proof +## See What A Bundle Changes -[GA4 Analytics Specialist](bundles/roles/ga4-analytics-specialist) is the first published benchmark example. In a three-task GA4 evaluation, the same lower-cost model improved from a baseline score of `17/48` to an OpenKnowledgeBank-assisted score of `42/48`. +The [SEO Specialist / Consultant bundle](bundles/roles/seo-specialist-consultant) shows how reusable knowledge changes an agent's approach to a familiar problem. -![GA4 Analytics Specialist scorecard](docs/assets/ga4-scorecard.svg) +**Task:** A founder says organic traffic fell and asks for an SEO audit, but provides no Search Console, analytics, crawl, URL, CMS, or date-range evidence. -| Model class | Baseline | With OpenKnowledgeBank | Max score | -| --- | ---: | ---: | ---: | -| Lower-cost LLM | 17 | 42 | 48 | -| General-purpose LLM | 25 | 46 | 48 | -| Reasoning LLM | 31 | 47 | 48 | +**Without the bundle:** The agent jumps to a generic diagnosis and recommends titles, keywords, backlinks, sitemap submission, and content updates without knowing what caused the decline. -The benchmark covers conversion-drop diagnosis, GA4 UI vs BigQuery reconciliation, and GA4 BigQuery query planning. It is an early public proof point, not a universal claim about every model or task. +**With the bundle:** The agent explains that it cannot identify the cause yet, requests the evidence needed to investigate, and organizes the review around measurement, demand, crawling, indexing, relevance, internal links, and recent technical changes. + +The assisted response is more useful because it separates what is known from what still needs verification and turns a vague request into an actionable investigation. You can inspect the [task, both responses, and evaluation](bundles/roles/seo-specialist-consultant/examples/before-after/technical-seo-triage) in the repository. ## Try It In 60 Seconds Copy a bundle into your project or point your agent at it directly: ```text -Use the OpenKnowledgeBank bundle at bundles/roles/ga4-analytics-specialist -as operating guidance for this GA4 analysis task. Follow its workflows, -safety boundaries, deliverable formats, commands, and evaluation criteria. -Do not claim access to GA4, BigQuery, GTM, ads, or backend orders unless -the user provides data or explicitly authorizes tool access. +Use the OpenKnowledgeBank bundle at bundles/roles/seo-specialist-consultant +to investigate an organic-traffic decline. Follow its audit workflow, +evidence checks, safety boundaries, and SEO audit brief format. Separate +verified facts from hypotheses and missing inputs. Do not diagnose the cause +or recommend changes to the live site until the necessary evidence is available. ``` Useful starting files: - [registry/bundles.json](registry/bundles.json): machine-readable bundle catalog. - [AGENT_USAGE.md](AGENT_USAGE.md): guidance for agents consuming bundles. -- [bundles/roles/ga4-analytics-specialist/index.md](bundles/roles/ga4-analytics-specialist/index.md): entry point for the measured GA4 bundle. +- [bundles/roles/seo-specialist-consultant/index.md](bundles/roles/seo-specialist-consultant/index.md): entry point for the SEO Specialist / Consultant bundle. +- [SEO technical-triage example](bundles/roles/seo-specialist-consultant/examples/before-after/technical-seo-triage): inspect the task, baseline response, bundle-assisted response, and evaluation. - [docs/BUNDLE_SCHEMA.md](docs/BUNDLE_SCHEMA.md): current working bundle schema. ## Available Bundles @@ -53,6 +52,12 @@ The catalog is maintained in [registry/bundles.json](registry/bundles.json), whi Use the [website](https://openknowledgebank.com) to browse the catalog or inspect any bundle directly under [`bundles/`](bundles/). +### Write Descriptions For People + +Registry descriptions appear on compact website cards, in search results, and in machine-readable discovery data. Put the subject, task, or outcome first so a reader can understand the bundle before the text is truncated. + +Do not begin descriptions with internal quality labels or category names such as “source-aware guidance,” “evidence-first,” “evidence-grounded,” “role bundle,” or “framework bundle.” The registry already stores category, trust, source, and evaluation metadata separately. Describe what the bundle helps an agent understand, produce, investigate, or review. + ## What Is Inside A Bundle? Bundles are plain markdown directories with YAML frontmatter. Depending on the bundle type, they may include: diff --git a/bundles/compliance/ftc-reviews-testimonials/deliverables/ftc-reviews-testimonials-brief.md b/bundles/compliance/ftc-reviews-testimonials/deliverables/ftc-reviews-testimonials-brief.md new file mode 100644 index 000000000..2694baf5f --- /dev/null +++ b/bundles/compliance/ftc-reviews-testimonials/deliverables/ftc-reviews-testimonials-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: reviews and testimonials control brief +description: Review-ready template for FTC Consumer Reviews, Testimonials, and Endorsements evidence, decisions, validation, and controlled next actions. +--- +# reviews and testimonials control brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/ftc-reviews-testimonials/deliverables/index.md b/bundles/compliance/ftc-reviews-testimonials/deliverables/index.md new file mode 100644 index 000000000..63c863978 --- /dev/null +++ b/bundles/compliance/ftc-reviews-testimonials/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: FTC Consumer Reviews, Testimonials, and Endorsements deliverables +--- +# FTC Consumer Reviews, Testimonials, and Endorsements Deliverables + +- [reviews and testimonials control brief](ftc-reviews-testimonials-brief.md) + diff --git a/bundles/compliance/ftc-reviews-testimonials/evaluations/index.md b/bundles/compliance/ftc-reviews-testimonials/evaluations/index.md new file mode 100644 index 000000000..23b8d905b --- /dev/null +++ b/bundles/compliance/ftc-reviews-testimonials/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: FTC Consumer Reviews, Testimonials, and Endorsements evaluations +--- +# FTC Consumer Reviews, Testimonials, and Endorsements Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/ftc-reviews-testimonials/evaluations/source-awareness-check.md b/bundles/compliance/ftc-reviews-testimonials/evaluations/source-awareness-check.md new file mode 100644 index 000000000..18064a5d6 --- /dev/null +++ b/bundles/compliance/ftc-reviews-testimonials/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: FTC Consumer Reviews, Testimonials, and Endorsements source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# FTC Consumer Reviews, Testimonials, and Endorsements Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/ftc-reviews-testimonials/index.md b/bundles/compliance/ftc-reviews-testimonials/index.md new file mode 100644 index 000000000..12fdfcc85 --- /dev/null +++ b/bundles/compliance/ftc-reviews-testimonials/index.md @@ -0,0 +1,102 @@ +--- +type: Bundle Index +title: FTC Consumer Reviews, Testimonials, and Endorsements +description: Use current official sources and local evidence to prepare a review-ready reviews and testimonials control brief for FTC Consumer Reviews, Testimonials, and Endorsements. +category: compliance +version: 0.1.0 +tags: +- ftc +- compliance +- united-states +aliases: +- FTC Consumer Reviews, Testimonials, and Endorsements +- United States +problems_solved: +- Determine the applicable scope and current source set for FTC Consumer Reviews, Testimonials, and Endorsements. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable reviews and testimonials control brief without making an unsupported compliance claim. +industries: +- Businesses using reviews, testimonials, endorsements, or social indicators +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- reviews and testimonials control brief +commands: [] +skills: [] +evaluations: +- FTC Consumer Reviews, Testimonials, and Endorsements source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: ftc-reviews-testimonials +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# FTC Consumer Reviews, Testimonials, and Endorsements + +Use this bundle to prepare a reviewable **reviews and testimonials control brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [reviews and testimonials control brief](deliverables/ftc-reviews-testimonials-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/ftc-reviews-testimonials/log.md b/bundles/compliance/ftc-reviews-testimonials/log.md new file mode 100644 index 000000000..e27298ed4 --- /dev/null +++ b/bundles/compliance/ftc-reviews-testimonials/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: FTC Consumer Reviews, Testimonials, and Endorsements log +--- +# FTC Consumer Reviews, Testimonials, and Endorsements Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `ftc-reviews-testimonials` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/ftc-reviews-testimonials/overview.md b/bundles/compliance/ftc-reviews-testimonials/overview.md new file mode 100644 index 000000000..6ef768208 --- /dev/null +++ b/bundles/compliance/ftc-reviews-testimonials/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: FTC Consumer Reviews, Testimonials, and Endorsements overview +description: Scope, evidence, and authority boundaries for FTC Consumer Reviews, Testimonials, and Endorsements. +--- +# FTC Consumer Reviews, Testimonials, and Endorsements Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for FTC Consumer Reviews, Testimonials, and Endorsements. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/ftc-reviews-testimonials/references/index.md b/bundles/compliance/ftc-reviews-testimonials/references/index.md new file mode 100644 index 000000000..49f40ad42 --- /dev/null +++ b/bundles/compliance/ftc-reviews-testimonials/references/index.md @@ -0,0 +1,16 @@ +--- +type: Reference Index +title: FTC Consumer Reviews, Testimonials, and Endorsements official references +description: Current official sources and applicability notes for FTC Consumer Reviews, Testimonials, and Endorsements. +--- +# Official Reference Index + +1. https://www.ftc.gov/legal-library/browse/rules/rulemaking-use-consumer-reviews-testimonials +2. https://www.ftc.gov/business-guidance/resources/consumer-reviews-testimonials-rule-questions-answers + +## Current-Source Note + +The Consumer Reviews and Testimonials Rule took effect October 21, 2024 and works alongside the Endorsement Guides and FTC Act. Verify the actor, knowledge standard, incentive terms, material connections, suppression, controlled sites, and social indicators. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/ftc-reviews-testimonials/workflows/index.md b/bundles/compliance/ftc-reviews-testimonials/workflows/index.md new file mode 100644 index 000000000..3c063f3df --- /dev/null +++ b/bundles/compliance/ftc-reviews-testimonials/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: FTC Consumer Reviews, Testimonials, and Endorsements workflows +--- +# FTC Consumer Reviews, Testimonials, and Endorsements Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/ftc-reviews-testimonials/workflows/source-aware-workflow.md b/bundles/compliance/ftc-reviews-testimonials/workflows/source-aware-workflow.md new file mode 100644 index 000000000..2a7b794aa --- /dev/null +++ b/bundles/compliance/ftc-reviews-testimonials/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: FTC Consumer Reviews, Testimonials, and Endorsements source-aware workflow +description: Verify-first workflow for producing a reviewable reviews and testimonials control brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the reviews and testimonials control brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/ftc-telemarketing-sales-rule/deliverables/ftc-telemarketing-sales-rule-brief.md b/bundles/compliance/ftc-telemarketing-sales-rule/deliverables/ftc-telemarketing-sales-rule-brief.md new file mode 100644 index 000000000..4ff20b2a2 --- /dev/null +++ b/bundles/compliance/ftc-telemarketing-sales-rule/deliverables/ftc-telemarketing-sales-rule-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: TSR applicability and control brief +description: Review-ready template for Telemarketing Sales Rule and National Do Not Call Requirements evidence, decisions, validation, and controlled next actions. +--- +# TSR applicability and control brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/ftc-telemarketing-sales-rule/deliverables/index.md b/bundles/compliance/ftc-telemarketing-sales-rule/deliverables/index.md new file mode 100644 index 000000000..13fd6fc56 --- /dev/null +++ b/bundles/compliance/ftc-telemarketing-sales-rule/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: Telemarketing Sales Rule and National Do Not Call Requirements deliverables +--- +# Telemarketing Sales Rule and National Do Not Call Requirements Deliverables + +- [TSR applicability and control brief](ftc-telemarketing-sales-rule-brief.md) + diff --git a/bundles/compliance/ftc-telemarketing-sales-rule/evaluations/index.md b/bundles/compliance/ftc-telemarketing-sales-rule/evaluations/index.md new file mode 100644 index 000000000..82801a25c --- /dev/null +++ b/bundles/compliance/ftc-telemarketing-sales-rule/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: Telemarketing Sales Rule and National Do Not Call Requirements evaluations +--- +# Telemarketing Sales Rule and National Do Not Call Requirements Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/ftc-telemarketing-sales-rule/evaluations/source-awareness-check.md b/bundles/compliance/ftc-telemarketing-sales-rule/evaluations/source-awareness-check.md new file mode 100644 index 000000000..760f7f8f9 --- /dev/null +++ b/bundles/compliance/ftc-telemarketing-sales-rule/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: Telemarketing Sales Rule and National Do Not Call Requirements source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# Telemarketing Sales Rule and National Do Not Call Requirements Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/ftc-telemarketing-sales-rule/index.md b/bundles/compliance/ftc-telemarketing-sales-rule/index.md new file mode 100644 index 000000000..b15d3c529 --- /dev/null +++ b/bundles/compliance/ftc-telemarketing-sales-rule/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: Telemarketing Sales Rule and National Do Not Call Requirements +description: Use current official sources and local evidence to prepare a review-ready TSR applicability and control brief for Telemarketing Sales Rule and National Do Not Call Requirements. +category: compliance +version: 0.1.0 +tags: +- ftc +- compliance +- united-states +aliases: +- Telemarketing Sales Rule and National Do Not Call Requirements +- United States +problems_solved: +- Determine the applicable scope and current source set for Telemarketing Sales Rule and National Do Not Call Requirements. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable TSR applicability and control brief without making an unsupported compliance claim. +industries: +- Telemarketers, sellers, and service providers +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- TSR applicability and control brief +commands: [] +skills: [] +evaluations: +- Telemarketing Sales Rule and National Do Not Call Requirements source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - legal + - regulatory + - privacy + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: ftc-telemarketing-sales-rule +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# Telemarketing Sales Rule and National Do Not Call Requirements + +Use this bundle to prepare a reviewable **TSR applicability and control brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [TSR applicability and control brief](deliverables/ftc-telemarketing-sales-rule-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/ftc-telemarketing-sales-rule/log.md b/bundles/compliance/ftc-telemarketing-sales-rule/log.md new file mode 100644 index 000000000..d6b7b9a2e --- /dev/null +++ b/bundles/compliance/ftc-telemarketing-sales-rule/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: Telemarketing Sales Rule and National Do Not Call Requirements log +--- +# Telemarketing Sales Rule and National Do Not Call Requirements Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `ftc-telemarketing-sales-rule` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/ftc-telemarketing-sales-rule/overview.md b/bundles/compliance/ftc-telemarketing-sales-rule/overview.md new file mode 100644 index 000000000..4a7e09279 --- /dev/null +++ b/bundles/compliance/ftc-telemarketing-sales-rule/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: Telemarketing Sales Rule and National Do Not Call Requirements overview +description: Scope, evidence, and authority boundaries for Telemarketing Sales Rule and National Do Not Call Requirements. +--- +# Telemarketing Sales Rule and National Do Not Call Requirements Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for Telemarketing Sales Rule and National Do Not Call Requirements. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/ftc-telemarketing-sales-rule/references/index.md b/bundles/compliance/ftc-telemarketing-sales-rule/references/index.md new file mode 100644 index 000000000..c465a2346 --- /dev/null +++ b/bundles/compliance/ftc-telemarketing-sales-rule/references/index.md @@ -0,0 +1,16 @@ +--- +type: Reference Index +title: Telemarketing Sales Rule and National Do Not Call Requirements official references +description: Current official sources and applicability notes for Telemarketing Sales Rule and National Do Not Call Requirements. +--- +# Official Reference Index + +1. https://www.ftc.gov/legal-library/browse/rules/telemarketing-sales-rule +2. https://www.ftc.gov/business-guidance/resources/complying-telemarketing-sales-rule + +## Current-Source Note + +Verify the current rule, exemptions, call type, seller and telemarketer roles, consent and Do Not Call evidence, recordkeeping, payment method, and any later amendments. The 2024 amendments expanded business-to-business misrepresentation prohibitions and recordkeeping obligations. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/ftc-telemarketing-sales-rule/workflows/index.md b/bundles/compliance/ftc-telemarketing-sales-rule/workflows/index.md new file mode 100644 index 000000000..8a9d10712 --- /dev/null +++ b/bundles/compliance/ftc-telemarketing-sales-rule/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: Telemarketing Sales Rule and National Do Not Call Requirements workflows +--- +# Telemarketing Sales Rule and National Do Not Call Requirements Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/ftc-telemarketing-sales-rule/workflows/source-aware-workflow.md b/bundles/compliance/ftc-telemarketing-sales-rule/workflows/source-aware-workflow.md new file mode 100644 index 000000000..68cc57721 --- /dev/null +++ b/bundles/compliance/ftc-telemarketing-sales-rule/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: Telemarketing Sales Rule and National Do Not Call Requirements source-aware workflow +description: Verify-first workflow for producing a reviewable TSR applicability and control brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the TSR applicability and control brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/funds-transfer-recordkeeping-travel-rule/deliverables/funds-transfer-recordkeeping-travel-rule-brief.md b/bundles/compliance/funds-transfer-recordkeeping-travel-rule/deliverables/funds-transfer-recordkeeping-travel-rule-brief.md new file mode 100644 index 000000000..95a45ca9c --- /dev/null +++ b/bundles/compliance/funds-transfer-recordkeeping-travel-rule/deliverables/funds-transfer-recordkeeping-travel-rule-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: funds-transfer recordkeeping and travel-rule brief +description: Review-ready template for Funds Transfer Recordkeeping and Travel Rule evidence, decisions, validation, and controlled next actions. +--- +# funds-transfer recordkeeping and travel-rule brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/funds-transfer-recordkeeping-travel-rule/deliverables/index.md b/bundles/compliance/funds-transfer-recordkeeping-travel-rule/deliverables/index.md new file mode 100644 index 000000000..3cd6ac93d --- /dev/null +++ b/bundles/compliance/funds-transfer-recordkeeping-travel-rule/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: Funds Transfer Recordkeeping and Travel Rule deliverables +--- +# Funds Transfer Recordkeeping and Travel Rule Deliverables + +- [funds-transfer recordkeeping and travel-rule brief](funds-transfer-recordkeeping-travel-rule-brief.md) + diff --git a/bundles/compliance/funds-transfer-recordkeeping-travel-rule/evaluations/index.md b/bundles/compliance/funds-transfer-recordkeeping-travel-rule/evaluations/index.md new file mode 100644 index 000000000..954fdfad3 --- /dev/null +++ b/bundles/compliance/funds-transfer-recordkeeping-travel-rule/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: Funds Transfer Recordkeeping and Travel Rule evaluations +--- +# Funds Transfer Recordkeeping and Travel Rule Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/funds-transfer-recordkeeping-travel-rule/evaluations/source-awareness-check.md b/bundles/compliance/funds-transfer-recordkeeping-travel-rule/evaluations/source-awareness-check.md new file mode 100644 index 000000000..93e07bb0d --- /dev/null +++ b/bundles/compliance/funds-transfer-recordkeeping-travel-rule/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: Funds Transfer Recordkeeping and Travel Rule source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# Funds Transfer Recordkeeping and Travel Rule Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/funds-transfer-recordkeeping-travel-rule/index.md b/bundles/compliance/funds-transfer-recordkeeping-travel-rule/index.md new file mode 100644 index 000000000..697696ac8 --- /dev/null +++ b/bundles/compliance/funds-transfer-recordkeeping-travel-rule/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: Funds Transfer Recordkeeping and Travel Rule +description: Use current official sources and local evidence to prepare a review-ready funds-transfer recordkeeping and travel-rule brief for Funds Transfer Recordkeeping and Travel Rule. +category: compliance +version: 0.1.0 +tags: +- funds +- compliance +- united-states +aliases: +- Funds Transfer Recordkeeping and Travel Rule +- United States +problems_solved: +- Determine applicable scope and current sources for Funds Transfer Recordkeeping and Travel Rule. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable funds-transfer recordkeeping and travel-rule brief without making an unsupported compliance claim. +industries: +- Banks and other financial institutions handling covered transfers +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- funds-transfer recordkeeping and travel-rule brief +commands: [] +skills: [] +evaluations: +- Funds Transfer Recordkeeping and Travel Rule source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - financial + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: funds-transfer-recordkeeping-travel-rule +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# Funds Transfer Recordkeeping and Travel Rule + +Use this bundle to prepare a reviewable **funds-transfer recordkeeping and travel-rule brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [funds-transfer recordkeeping and travel-rule brief](deliverables/funds-transfer-recordkeeping-travel-rule-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/funds-transfer-recordkeeping-travel-rule/log.md b/bundles/compliance/funds-transfer-recordkeeping-travel-rule/log.md new file mode 100644 index 000000000..d8bce91d6 --- /dev/null +++ b/bundles/compliance/funds-transfer-recordkeeping-travel-rule/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: Funds Transfer Recordkeeping and Travel Rule log +--- +# Funds Transfer Recordkeeping and Travel Rule Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `funds-transfer-recordkeeping-travel-rule` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/funds-transfer-recordkeeping-travel-rule/overview.md b/bundles/compliance/funds-transfer-recordkeeping-travel-rule/overview.md new file mode 100644 index 000000000..e528b39ff --- /dev/null +++ b/bundles/compliance/funds-transfer-recordkeeping-travel-rule/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: Funds Transfer Recordkeeping and Travel Rule overview +description: Scope, evidence, and authority boundaries for Funds Transfer Recordkeeping and Travel Rule. +--- +# Funds Transfer Recordkeeping and Travel Rule Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for Funds Transfer Recordkeeping and Travel Rule. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/funds-transfer-recordkeeping-travel-rule/references/index.md b/bundles/compliance/funds-transfer-recordkeeping-travel-rule/references/index.md new file mode 100644 index 000000000..0c1e40cd1 --- /dev/null +++ b/bundles/compliance/funds-transfer-recordkeeping-travel-rule/references/index.md @@ -0,0 +1,16 @@ +--- +type: Reference Index +title: Funds Transfer Recordkeeping and Travel Rule official references +description: Current official sources and applicability notes for Funds Transfer Recordkeeping and Travel Rule. +--- +# Official Reference Index + +1. https://www.ecfr.gov/current/title-31/subtitle-B/chapter-X/part-1010/subpart-D/section-1010.410 +2. https://www.ecfr.gov/current/title-31/subtitle-B/chapter-X/part-1020/subpart-D/section-1020.410 + +## Current-Source Note + +Verify current FinCEN regulations, institution role, transfer type and amount, originator and beneficiary information, transmittal chain, verification duties, exceptions, retention, availability to authorities, sanctions and BSA/AML overlays. Do not apply one threshold or field set without transaction-specific analysis. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/funds-transfer-recordkeeping-travel-rule/workflows/index.md b/bundles/compliance/funds-transfer-recordkeeping-travel-rule/workflows/index.md new file mode 100644 index 000000000..b82edfdce --- /dev/null +++ b/bundles/compliance/funds-transfer-recordkeeping-travel-rule/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: Funds Transfer Recordkeeping and Travel Rule workflows +--- +# Funds Transfer Recordkeeping and Travel Rule Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/funds-transfer-recordkeeping-travel-rule/workflows/source-aware-workflow.md b/bundles/compliance/funds-transfer-recordkeeping-travel-rule/workflows/source-aware-workflow.md new file mode 100644 index 000000000..8f7dd62c4 --- /dev/null +++ b/bundles/compliance/funds-transfer-recordkeeping-travel-rule/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: Funds Transfer Recordkeeping and Travel Rule source-aware workflow +description: Verify-first workflow for producing a reviewable funds-transfer recordkeeping and travel-rule brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the funds-transfer recordkeeping and travel-rule brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/fwa-enforcement-powers/deliverables/fwa-enforcement-powers-brief.md b/bundles/compliance/fwa-enforcement-powers/deliverables/fwa-enforcement-powers-brief.md new file mode 100644 index 000000000..c80eb7f5f --- /dev/null +++ b/bundles/compliance/fwa-enforcement-powers/deliverables/fwa-enforcement-powers-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: FWA enforcement-response readiness brief +description: Review-ready template for Fair Work Agency Enforcement Powers evidence, decisions, validation, and controlled next actions. +--- +# FWA enforcement-response readiness brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/fwa-enforcement-powers/deliverables/index.md b/bundles/compliance/fwa-enforcement-powers/deliverables/index.md new file mode 100644 index 000000000..8fba90f69 --- /dev/null +++ b/bundles/compliance/fwa-enforcement-powers/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: Fair Work Agency Enforcement Powers deliverables +--- +# Fair Work Agency Enforcement Powers Deliverables + +- [FWA enforcement-response readiness brief](fwa-enforcement-powers-brief.md) + diff --git a/bundles/compliance/fwa-enforcement-powers/evaluations/index.md b/bundles/compliance/fwa-enforcement-powers/evaluations/index.md new file mode 100644 index 000000000..0ecf0f254 --- /dev/null +++ b/bundles/compliance/fwa-enforcement-powers/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: Fair Work Agency Enforcement Powers evaluations +--- +# Fair Work Agency Enforcement Powers Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/fwa-enforcement-powers/evaluations/source-awareness-check.md b/bundles/compliance/fwa-enforcement-powers/evaluations/source-awareness-check.md new file mode 100644 index 000000000..36acd4c70 --- /dev/null +++ b/bundles/compliance/fwa-enforcement-powers/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: Fair Work Agency Enforcement Powers source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# Fair Work Agency Enforcement Powers Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/fwa-enforcement-powers/index.md b/bundles/compliance/fwa-enforcement-powers/index.md new file mode 100644 index 000000000..7d1c83604 --- /dev/null +++ b/bundles/compliance/fwa-enforcement-powers/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: Fair Work Agency Enforcement Powers +description: Use current official sources and local evidence to prepare a review-ready FWA enforcement-response readiness brief for Fair Work Agency Enforcement Powers. +category: compliance +version: 0.1.0 +tags: +- fwa +- compliance +- united-kingdom +aliases: +- Fair Work Agency Enforcement Powers +- United Kingdom +problems_solved: +- Determine applicable scope and current sources for Fair Work Agency Enforcement Powers. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable FWA enforcement-response readiness brief without making an unsupported compliance claim. +industries: +- Employers, employment businesses, labour providers, and supply chains +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- FWA enforcement-response readiness brief +commands: [] +skills: [] +evaluations: +- Fair Work Agency Enforcement Powers source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - employment + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: fwa-enforcement-powers +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# Fair Work Agency Enforcement Powers + +Use this bundle to prepare a reviewable **FWA enforcement-response readiness brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [FWA enforcement-response readiness brief](deliverables/fwa-enforcement-powers-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/fwa-enforcement-powers/log.md b/bundles/compliance/fwa-enforcement-powers/log.md new file mode 100644 index 000000000..ac2766c49 --- /dev/null +++ b/bundles/compliance/fwa-enforcement-powers/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: Fair Work Agency Enforcement Powers log +--- +# Fair Work Agency Enforcement Powers Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `fwa-enforcement-powers` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/fwa-enforcement-powers/overview.md b/bundles/compliance/fwa-enforcement-powers/overview.md new file mode 100644 index 000000000..f70d319df --- /dev/null +++ b/bundles/compliance/fwa-enforcement-powers/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: Fair Work Agency Enforcement Powers overview +description: Scope, evidence, and authority boundaries for Fair Work Agency Enforcement Powers. +--- +# Fair Work Agency Enforcement Powers Overview + +This bundle supports United Kingdom source inspection, applicability triage, evidence collection, and qualified review for Fair Work Agency Enforcement Powers. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/fwa-enforcement-powers/references/index.md b/bundles/compliance/fwa-enforcement-powers/references/index.md new file mode 100644 index 000000000..d5d6e65f0 --- /dev/null +++ b/bundles/compliance/fwa-enforcement-powers/references/index.md @@ -0,0 +1,16 @@ +--- +type: Reference Index +title: Fair Work Agency Enforcement Powers official references +description: Current official sources and applicability notes for Fair Work Agency Enforcement Powers. +--- +# Official Reference Index + +1. https://www.gov.uk/government/publications/fair-work-agency-enforcement-policy-statement/fair-work-agency-enforcement-statement +2. https://www.legislation.gov.uk/ukpga/2025/36/contents + +## Current-Source Note + +The Fair Work Agency began operating in April 2026 and combines multiple labour-market enforcement functions. Verify the suspected regime, territorial remit, officer authority, notice or request, deadline, privilege, preservation, remediation, appeal, and criminal-investigation safeguards rather than generalizing one power across all cases. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/fwa-enforcement-powers/workflows/index.md b/bundles/compliance/fwa-enforcement-powers/workflows/index.md new file mode 100644 index 000000000..bad2f826b --- /dev/null +++ b/bundles/compliance/fwa-enforcement-powers/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: Fair Work Agency Enforcement Powers workflows +--- +# Fair Work Agency Enforcement Powers Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/fwa-enforcement-powers/workflows/source-aware-workflow.md b/bundles/compliance/fwa-enforcement-powers/workflows/source-aware-workflow.md new file mode 100644 index 000000000..cbbd9422b --- /dev/null +++ b/bundles/compliance/fwa-enforcement-powers/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: Fair Work Agency Enforcement Powers source-aware workflow +description: Verify-first workflow for producing a reviewable FWA enforcement-response readiness brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the FWA enforcement-response readiness brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/fwa-gangmaster-licensing/deliverables/fwa-gangmaster-licensing-brief.md b/bundles/compliance/fwa-gangmaster-licensing/deliverables/fwa-gangmaster-licensing-brief.md new file mode 100644 index 000000000..83019a509 --- /dev/null +++ b/bundles/compliance/fwa-gangmaster-licensing/deliverables/fwa-gangmaster-licensing-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: gangmaster licence applicability and maintenance brief +description: Review-ready template for Fair Work Agency Gangmaster Licensing evidence, decisions, validation, and controlled next actions. +--- +# gangmaster licence applicability and maintenance brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/fwa-gangmaster-licensing/deliverables/index.md b/bundles/compliance/fwa-gangmaster-licensing/deliverables/index.md new file mode 100644 index 000000000..0ce81a045 --- /dev/null +++ b/bundles/compliance/fwa-gangmaster-licensing/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: Fair Work Agency Gangmaster Licensing deliverables +--- +# Fair Work Agency Gangmaster Licensing Deliverables + +- [gangmaster licence applicability and maintenance brief](fwa-gangmaster-licensing-brief.md) + diff --git a/bundles/compliance/fwa-gangmaster-licensing/evaluations/index.md b/bundles/compliance/fwa-gangmaster-licensing/evaluations/index.md new file mode 100644 index 000000000..7a553840e --- /dev/null +++ b/bundles/compliance/fwa-gangmaster-licensing/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: Fair Work Agency Gangmaster Licensing evaluations +--- +# Fair Work Agency Gangmaster Licensing Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/fwa-gangmaster-licensing/evaluations/source-awareness-check.md b/bundles/compliance/fwa-gangmaster-licensing/evaluations/source-awareness-check.md new file mode 100644 index 000000000..065f8a853 --- /dev/null +++ b/bundles/compliance/fwa-gangmaster-licensing/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: Fair Work Agency Gangmaster Licensing source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# Fair Work Agency Gangmaster Licensing Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/fwa-gangmaster-licensing/index.md b/bundles/compliance/fwa-gangmaster-licensing/index.md new file mode 100644 index 000000000..aa2029e51 --- /dev/null +++ b/bundles/compliance/fwa-gangmaster-licensing/index.md @@ -0,0 +1,104 @@ +--- +type: Bundle Index +title: Fair Work Agency Gangmaster Licensing +description: Use current official sources and local evidence to prepare a review-ready gangmaster licence applicability and maintenance brief for Fair Work Agency Gangmaster Licensing. +category: compliance +version: 0.1.0 +tags: +- fwa +- compliance +- united-kingdom +aliases: +- Fair Work Agency Gangmaster Licensing +- United Kingdom +problems_solved: +- Determine applicable scope and current sources for Fair Work Agency Gangmaster Licensing. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable gangmaster licence applicability and maintenance brief without making an unsupported compliance claim. +industries: +- Labour providers and labour users in regulated sectors +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- gangmaster licence applicability and maintenance brief +commands: [] +skills: [] +evaluations: +- Fair Work Agency Gangmaster Licensing source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - employment + - safety + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: fwa-gangmaster-licensing +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# Fair Work Agency Gangmaster Licensing + +Use this bundle to prepare a reviewable **gangmaster licence applicability and maintenance brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [gangmaster licence applicability and maintenance brief](deliverables/fwa-gangmaster-licensing-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/fwa-gangmaster-licensing/log.md b/bundles/compliance/fwa-gangmaster-licensing/log.md new file mode 100644 index 000000000..6b4eefd3e --- /dev/null +++ b/bundles/compliance/fwa-gangmaster-licensing/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: Fair Work Agency Gangmaster Licensing log +--- +# Fair Work Agency Gangmaster Licensing Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `fwa-gangmaster-licensing` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/fwa-gangmaster-licensing/overview.md b/bundles/compliance/fwa-gangmaster-licensing/overview.md new file mode 100644 index 000000000..855d7f807 --- /dev/null +++ b/bundles/compliance/fwa-gangmaster-licensing/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: Fair Work Agency Gangmaster Licensing overview +description: Scope, evidence, and authority boundaries for Fair Work Agency Gangmaster Licensing. +--- +# Fair Work Agency Gangmaster Licensing Overview + +This bundle supports United Kingdom source inspection, applicability triage, evidence collection, and qualified review for Fair Work Agency Gangmaster Licensing. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/fwa-gangmaster-licensing/references/index.md b/bundles/compliance/fwa-gangmaster-licensing/references/index.md new file mode 100644 index 000000000..9585d6d8a --- /dev/null +++ b/bundles/compliance/fwa-gangmaster-licensing/references/index.md @@ -0,0 +1,17 @@ +--- +type: Reference Index +title: Fair Work Agency Gangmaster Licensing official references +description: Current official sources and applicability notes for Fair Work Agency Gangmaster Licensing. +--- +# Official Reference Index + +1. https://www.gov.uk/government/collections/requirements-for-getting-and-maintaining-a-gangmasters-licence +2. https://www.gov.uk/guidance/the-fair-work-agency-licensing-standards-for-gangmasters +3. https://www.gov.uk/guidance/detailed-guidance-on-who-needs-a-gangmasters-licence + +## Current-Source Note + +The FWA assumed gangmaster licensing in April 2026. Verify sector, work, labour-provider and labour-user roles, exclusions, licence status, principal authority, critical and noncritical standards, inspections, change notifications, subcontracting, refusal/revocation, and appeal rights. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/fwa-gangmaster-licensing/workflows/index.md b/bundles/compliance/fwa-gangmaster-licensing/workflows/index.md new file mode 100644 index 000000000..f37942339 --- /dev/null +++ b/bundles/compliance/fwa-gangmaster-licensing/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: Fair Work Agency Gangmaster Licensing workflows +--- +# Fair Work Agency Gangmaster Licensing Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/fwa-gangmaster-licensing/workflows/source-aware-workflow.md b/bundles/compliance/fwa-gangmaster-licensing/workflows/source-aware-workflow.md new file mode 100644 index 000000000..8de177ef7 --- /dev/null +++ b/bundles/compliance/fwa-gangmaster-licensing/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: Fair Work Agency Gangmaster Licensing source-aware workflow +description: Verify-first workflow for producing a reviewable gangmaster licence applicability and maintenance brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the gangmaster licence applicability and maintenance brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/gdpr-art28-controller-processor-contract/deliverables/gdpr-art28-controller-processor-contract-brief.md b/bundles/compliance/gdpr-art28-controller-processor-contract/deliverables/gdpr-art28-controller-processor-contract-brief.md new file mode 100644 index 000000000..0af142012 --- /dev/null +++ b/bundles/compliance/gdpr-art28-controller-processor-contract/deliverables/gdpr-art28-controller-processor-contract-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: Article 28 data-processing agreement review brief +description: Review-ready template for GDPR Article 28 Controller-Processor Contract evidence, decisions, validation, and controlled next actions. +--- +# Article 28 data-processing agreement review brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/gdpr-art28-controller-processor-contract/deliverables/index.md b/bundles/compliance/gdpr-art28-controller-processor-contract/deliverables/index.md new file mode 100644 index 000000000..2e50377dd --- /dev/null +++ b/bundles/compliance/gdpr-art28-controller-processor-contract/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: GDPR Article 28 Controller-Processor Contract deliverables +--- +# GDPR Article 28 Controller-Processor Contract Deliverables + +- [Article 28 data-processing agreement review brief](gdpr-art28-controller-processor-contract-brief.md) + diff --git a/bundles/compliance/gdpr-art28-controller-processor-contract/evaluations/index.md b/bundles/compliance/gdpr-art28-controller-processor-contract/evaluations/index.md new file mode 100644 index 000000000..9bcbc437e --- /dev/null +++ b/bundles/compliance/gdpr-art28-controller-processor-contract/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: GDPR Article 28 Controller-Processor Contract evaluations +--- +# GDPR Article 28 Controller-Processor Contract Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/gdpr-art28-controller-processor-contract/evaluations/source-awareness-check.md b/bundles/compliance/gdpr-art28-controller-processor-contract/evaluations/source-awareness-check.md new file mode 100644 index 000000000..1f291596e --- /dev/null +++ b/bundles/compliance/gdpr-art28-controller-processor-contract/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: GDPR Article 28 Controller-Processor Contract source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# GDPR Article 28 Controller-Processor Contract Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/gdpr-art28-controller-processor-contract/index.md b/bundles/compliance/gdpr-art28-controller-processor-contract/index.md new file mode 100644 index 000000000..50342a527 --- /dev/null +++ b/bundles/compliance/gdpr-art28-controller-processor-contract/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: GDPR Article 28 Controller-Processor Contract +description: Use current official sources and local evidence to prepare a review-ready Article 28 data-processing agreement review brief for GDPR Article 28 Controller-Processor Contract. +category: compliance +version: 0.1.0 +tags: +- gdpr +- compliance +- european-union +aliases: +- GDPR Article 28 Controller-Processor Contract +- European Union +problems_solved: +- Determine the applicable scope and current source set for GDPR Article 28 Controller-Processor Contract. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable Article 28 data-processing agreement review brief without making an unsupported compliance claim. +industries: +- Controllers and processors handling personal data +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- Article 28 data-processing agreement review brief +commands: [] +skills: [] +evaluations: +- GDPR Article 28 Controller-Processor Contract source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - privacy + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: gdpr-art28-controller-processor-contract +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# GDPR Article 28 Controller-Processor Contract + +Use this bundle to prepare a reviewable **Article 28 data-processing agreement review brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [Article 28 data-processing agreement review brief](deliverables/gdpr-art28-controller-processor-contract-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/gdpr-art28-controller-processor-contract/log.md b/bundles/compliance/gdpr-art28-controller-processor-contract/log.md new file mode 100644 index 000000000..5b4ec5c16 --- /dev/null +++ b/bundles/compliance/gdpr-art28-controller-processor-contract/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: GDPR Article 28 Controller-Processor Contract log +--- +# GDPR Article 28 Controller-Processor Contract Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `gdpr-art28-controller-processor-contract` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/gdpr-art28-controller-processor-contract/overview.md b/bundles/compliance/gdpr-art28-controller-processor-contract/overview.md new file mode 100644 index 000000000..12dac032a --- /dev/null +++ b/bundles/compliance/gdpr-art28-controller-processor-contract/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: GDPR Article 28 Controller-Processor Contract overview +description: Scope, evidence, and authority boundaries for GDPR Article 28 Controller-Processor Contract. +--- +# GDPR Article 28 Controller-Processor Contract Overview + +This bundle supports European Union source inspection, applicability triage, evidence collection, and qualified review for GDPR Article 28 Controller-Processor Contract. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/gdpr-art28-controller-processor-contract/references/index.md b/bundles/compliance/gdpr-art28-controller-processor-contract/references/index.md new file mode 100644 index 000000000..90a929fd1 --- /dev/null +++ b/bundles/compliance/gdpr-art28-controller-processor-contract/references/index.md @@ -0,0 +1,16 @@ +--- +type: Reference Index +title: GDPR Article 28 Controller-Processor Contract official references +description: Current official sources and applicability notes for GDPR Article 28 Controller-Processor Contract. +--- +# Official Reference Index + +1. https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX:32016R0679 +2. https://commission.europa.eu/publications/standard-contractual-clauses-controllers-and-processors-eueea_en + +## Current-Source Note + +Verify roles for each processing operation, subject matter, duration, nature, purpose, data and data subjects, documented instructions, confidentiality, security, subprocessors, rights support, breaches, DPIAs, deletion/return, audits, and international-transfer instruments separately. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/gdpr-art28-controller-processor-contract/workflows/index.md b/bundles/compliance/gdpr-art28-controller-processor-contract/workflows/index.md new file mode 100644 index 000000000..c8fdf1da6 --- /dev/null +++ b/bundles/compliance/gdpr-art28-controller-processor-contract/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: GDPR Article 28 Controller-Processor Contract workflows +--- +# GDPR Article 28 Controller-Processor Contract Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/gdpr-art28-controller-processor-contract/workflows/source-aware-workflow.md b/bundles/compliance/gdpr-art28-controller-processor-contract/workflows/source-aware-workflow.md new file mode 100644 index 000000000..16b252c33 --- /dev/null +++ b/bundles/compliance/gdpr-art28-controller-processor-contract/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: GDPR Article 28 Controller-Processor Contract source-aware workflow +description: Verify-first workflow for producing a reviewable Article 28 data-processing agreement review brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the Article 28 data-processing agreement review brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/gdpr-art33-2-processor-breach-alert/deliverables/gdpr-art33-2-processor-breach-alert-brief.md b/bundles/compliance/gdpr-art33-2-processor-breach-alert/deliverables/gdpr-art33-2-processor-breach-alert-brief.md new file mode 100644 index 000000000..c6d027069 --- /dev/null +++ b/bundles/compliance/gdpr-art33-2-processor-breach-alert/deliverables/gdpr-art33-2-processor-breach-alert-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: Processor Breach Alert Brief +description: Review-ready template for GDPR Article 33(2) Processor Breach Alert evidence, decisions, validation, and controlled next actions. +--- +# Processor Breach Alert Brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/gdpr-art33-2-processor-breach-alert/deliverables/index.md b/bundles/compliance/gdpr-art33-2-processor-breach-alert/deliverables/index.md new file mode 100644 index 000000000..fc72324fd --- /dev/null +++ b/bundles/compliance/gdpr-art33-2-processor-breach-alert/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: GDPR Article 33(2) Processor Breach Alert deliverables +--- +# GDPR Article 33(2) Processor Breach Alert Deliverables + +- [Processor Breach Alert Brief](gdpr-art33-2-processor-breach-alert-brief.md) + diff --git a/bundles/compliance/gdpr-art33-2-processor-breach-alert/evaluations/index.md b/bundles/compliance/gdpr-art33-2-processor-breach-alert/evaluations/index.md new file mode 100644 index 000000000..af09aef3a --- /dev/null +++ b/bundles/compliance/gdpr-art33-2-processor-breach-alert/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: GDPR Article 33(2) Processor Breach Alert evaluations +--- +# GDPR Article 33(2) Processor Breach Alert Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/gdpr-art33-2-processor-breach-alert/evaluations/source-awareness-check.md b/bundles/compliance/gdpr-art33-2-processor-breach-alert/evaluations/source-awareness-check.md new file mode 100644 index 000000000..626b762fc --- /dev/null +++ b/bundles/compliance/gdpr-art33-2-processor-breach-alert/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: GDPR Article 33(2) Processor Breach Alert source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# GDPR Article 33(2) Processor Breach Alert Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/gdpr-art33-2-processor-breach-alert/index.md b/bundles/compliance/gdpr-art33-2-processor-breach-alert/index.md new file mode 100644 index 000000000..55fd273d5 --- /dev/null +++ b/bundles/compliance/gdpr-art33-2-processor-breach-alert/index.md @@ -0,0 +1,106 @@ +--- +type: Bundle Index +title: GDPR Article 33(2) Processor Breach Alert +description: Evidence-grounded guidance for processor notification of a personal-data breach to the controller without undue delay, with current-source, applicability, review, and authority controls. +category: compliance +version: 0.1.0 +tags: +- gdpr +- article-33 +- processor +- breach-alert +aliases: +- GDPR Article 33(2) +- processor-to-controller breach notice +problems_solved: +- Verify processor notification of a personal-data breach to the controller without undue delay applicability and current requirements +- Prepare a reviewable processor breach alert brief +industries: +- Regulated organizations +- European Union / EEA +tools: +[] +frameworks: +- Source-applicability-control-evidence review +deliverables: +- Processor Breach Alert Brief +commands: [] +skills: [] +evaluations: +- GDPR Article 33(2) Processor Breach Alert source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +- gdpr +- gdpr-art28-controller-processor-contract +- edpb-breach-notification-guidelines +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - privacy + - security + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority. +- Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +- This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: gdpr-art33-2-processor-breach-alert +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# GDPR Article 33(2) Processor Breach Alert + +Use this bundle to prepare a reviewable **Processor Breach Alert Brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [Processor Breach Alert Brief](deliverables/gdpr-art33-2-processor-breach-alert-brief.md) +- [Quality check](evaluations/source-awareness-check.md) diff --git a/bundles/compliance/gdpr-art33-2-processor-breach-alert/log.md b/bundles/compliance/gdpr-art33-2-processor-breach-alert/log.md new file mode 100644 index 000000000..96405bb7b --- /dev/null +++ b/bundles/compliance/gdpr-art33-2-processor-breach-alert/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: GDPR Article 33(2) Processor Breach Alert log +--- +# GDPR Article 33(2) Processor Breach Alert Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `gdpr-art33-2-processor-breach-alert` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/gdpr-art33-2-processor-breach-alert/overview.md b/bundles/compliance/gdpr-art33-2-processor-breach-alert/overview.md new file mode 100644 index 000000000..986ee4889 --- /dev/null +++ b/bundles/compliance/gdpr-art33-2-processor-breach-alert/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: GDPR Article 33(2) Processor Breach Alert overview +description: Scope, evidence, and authority boundaries for GDPR Article 33(2) Processor Breach Alert. +--- +# GDPR Article 33(2) Processor Breach Alert Overview + +This bundle covers processor notification of a personal-data breach to the controller without undue delay in European Union / EEA. Article 33(2) requires processor-to-controller notification without undue delay after awareness; it does not use the controller's 72-hour authority-notification deadline. Contract terms may require faster or more detailed notice but do not replace statutory role and awareness analysis. It supports evidence-grounded analysis and review preparation, not legal advice or a determination of compliance. + +## Evidence Contract + +Relevant evidence includes the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/gdpr-art33-2-processor-breach-alert/references/index.md b/bundles/compliance/gdpr-art33-2-processor-breach-alert/references/index.md new file mode 100644 index 000000000..fe2a333c6 --- /dev/null +++ b/bundles/compliance/gdpr-art33-2-processor-breach-alert/references/index.md @@ -0,0 +1,43 @@ +--- +type: Reference Guide +title: GDPR Article 33(2) Processor Breach Alert Official Reference Index +description: Defines evidence-grounded planning, review, and controlled use for GDPR Article 33(2) Processor Breach Alert. +tags: +- gdpr +- article-33 +- processor +- breach-alert +resource: https://eur-lex.europa.eu/eli/reg/2016/679/oj +okb_bundle_id: gdpr-art33-2-processor-breach-alert +timestamp: '2026-08-10T00:00:00Z' +--- +# GDPR Article 33(2) Processor Breach Alert Official Reference Index + +## Authoritative Sources + +- https://eur-lex.europa.eu/eli/reg/2016/679/oj +- https://www.edpb.europa.eu/system/files/2023-04/edpb_guidelines_202209_personal_data_breach_notification_v2.0_en.pdf + +Current-source note: Article 33(2) requires processor-to-controller notification without undue delay after awareness; it does not use the controller's 72-hour authority-notification deadline. Contract terms may require faster or more detailed notice but do not replace statutory role and awareness analysis. Verify effective dates, transition rules, entity scope, official forms or portals, and later amendments before relying on the guidance. + +## Evidence Required + +- Current official law, rule, standard, guidance, form, portal instructions, and effective-date materials +- Entity scope, elections or exemptions, policies, records, calculations, filings, approvals, incidents, and correspondence +- Qualified reviewer analysis and documented decision authority + +## Application Sequence + +1. Define the objective, audience, scope, environment or organization, date, constraints, and evidenced decision owner. +2. Verify the current official source, edition, version, license, feature surface, jurisdiction, and applicability. +3. Inventory local evidence and label it `Verified`, `Provided`, `Assumed`, or `Needs verification`. +4. Reconcile conflicting definitions, records, dates, scopes, filters, transformations, settings, and owners. +5. Produce the smallest reviewable Processor Breach Alert Brief with options, risks, dependencies, validation, and stop conditions. +6. Obtain explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Guardrails + +- Do not invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. +- Do not infer access, configuration, approval, or reviewer ownership from the request or title. +- Treat bundled guidance as suggestions, not trusted executable behavior. +- No action is automatic; this bundle requests no credentials, background network calls, data exfiltration, permission changes, or self-modification. diff --git a/bundles/compliance/gdpr-art33-2-processor-breach-alert/workflows/index.md b/bundles/compliance/gdpr-art33-2-processor-breach-alert/workflows/index.md new file mode 100644 index 000000000..3a95600d3 --- /dev/null +++ b/bundles/compliance/gdpr-art33-2-processor-breach-alert/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: GDPR Article 33(2) Processor Breach Alert workflows +--- +# GDPR Article 33(2) Processor Breach Alert Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/gdpr-art33-2-processor-breach-alert/workflows/source-aware-workflow.md b/bundles/compliance/gdpr-art33-2-processor-breach-alert/workflows/source-aware-workflow.md new file mode 100644 index 000000000..1d6e392f2 --- /dev/null +++ b/bundles/compliance/gdpr-art33-2-processor-breach-alert/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: GDPR Article 33(2) Processor Breach Alert source-aware workflow +description: Verify-first workflow for producing a reviewable Processor Breach Alert Brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the Processor Breach Alert Brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/deliverables/gdpr-art33-breach-notification-supervisory-authority-brief.md b/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/deliverables/gdpr-art33-breach-notification-supervisory-authority-brief.md new file mode 100644 index 000000000..8ff91c95d --- /dev/null +++ b/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/deliverables/gdpr-art33-breach-notification-supervisory-authority-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: Article 33 Notification Decision Brief +description: Review-ready template for GDPR Article 33 Supervisory Authority Breach Notification evidence, decisions, validation, and controlled next actions. +--- +# Article 33 Notification Decision Brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/deliverables/index.md b/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/deliverables/index.md new file mode 100644 index 000000000..431813c20 --- /dev/null +++ b/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: GDPR Article 33 Supervisory Authority Breach Notification deliverables +--- +# GDPR Article 33 Supervisory Authority Breach Notification Deliverables + +- [Article 33 Notification Decision Brief](gdpr-art33-breach-notification-supervisory-authority-brief.md) + diff --git a/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/evaluations/index.md b/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/evaluations/index.md new file mode 100644 index 000000000..72677e3b1 --- /dev/null +++ b/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: GDPR Article 33 Supervisory Authority Breach Notification evaluations +--- +# GDPR Article 33 Supervisory Authority Breach Notification Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/evaluations/source-awareness-check.md b/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/evaluations/source-awareness-check.md new file mode 100644 index 000000000..3e68ce31a --- /dev/null +++ b/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: GDPR Article 33 Supervisory Authority Breach Notification source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# GDPR Article 33 Supervisory Authority Breach Notification Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/index.md b/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/index.md new file mode 100644 index 000000000..2d96231b4 --- /dev/null +++ b/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/index.md @@ -0,0 +1,106 @@ +--- +type: Bundle Index +title: GDPR Article 33 Supervisory Authority Breach Notification +description: Evidence-grounded guidance for GDPR Article 33 controller notification to the competent supervisory authority, with current-source, applicability, review, and authority controls. +category: compliance +version: 0.1.0 +tags: +- gdpr +- article-33 +- data-breach +- supervisory-authority +aliases: +- GDPR Article 33 notification +- DPA breach notification +problems_solved: +- Verify GDPR Article 33 controller notification to the competent supervisory authority applicability and current requirements +- Prepare a reviewable article 33 notification decision brief +industries: +- Regulated organizations +- European Union / EEA +tools: +[] +frameworks: +- Source-applicability-control-evidence review +deliverables: +- Article 33 Notification Decision Brief +commands: [] +skills: [] +evaluations: +- GDPR Article 33 Supervisory Authority Breach Notification source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +- gdpr +- edpb-breach-notification-guidelines +- gdpr-art34-breach-communication-data-subjects +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - privacy + - security + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority. +- Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +- This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: gdpr-art33-breach-notification-supervisory-authority +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# GDPR Article 33 Supervisory Authority Breach Notification + +Use this bundle to prepare a reviewable **Article 33 Notification Decision Brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [Article 33 Notification Decision Brief](deliverables/gdpr-art33-breach-notification-supervisory-authority-brief.md) +- [Quality check](evaluations/source-awareness-check.md) diff --git a/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/log.md b/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/log.md new file mode 100644 index 000000000..ed639b811 --- /dev/null +++ b/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: GDPR Article 33 Supervisory Authority Breach Notification log +--- +# GDPR Article 33 Supervisory Authority Breach Notification Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `gdpr-art33-breach-notification-supervisory-authority` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/overview.md b/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/overview.md new file mode 100644 index 000000000..7f68c504b --- /dev/null +++ b/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: GDPR Article 33 Supervisory Authority Breach Notification overview +description: Scope, evidence, and authority boundaries for GDPR Article 33 Supervisory Authority Breach Notification. +--- +# GDPR Article 33 Supervisory Authority Breach Notification Overview + +This bundle covers GDPR Article 33 controller notification to the competent supervisory authority in European Union / EEA. Article 33 generally uses a 72-hour deadline after controller awareness unless the breach is unlikely to result in risk. The EDPB common template announced June 2026 was subject to consultation through August 5 and must not be represented as implemented by all DPAs without current confirmation. It supports evidence-grounded analysis and review preparation, not legal advice or a determination of compliance. + +## Evidence Contract + +Relevant evidence includes the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/references/index.md b/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/references/index.md new file mode 100644 index 000000000..5a7eacde6 --- /dev/null +++ b/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/references/index.md @@ -0,0 +1,44 @@ +--- +type: Reference Guide +title: GDPR Article 33 Supervisory Authority Breach Notification Official Reference Index +description: Defines evidence-grounded planning, review, and controlled use for GDPR Article 33 Supervisory Authority Breach Notification. +tags: +- gdpr +- article-33 +- data-breach +- supervisory-authority +resource: https://eur-lex.europa.eu/eli/reg/2016/679/oj +okb_bundle_id: gdpr-art33-breach-notification-supervisory-authority +timestamp: '2026-08-10T00:00:00Z' +--- +# GDPR Article 33 Supervisory Authority Breach Notification Official Reference Index + +## Authoritative Sources + +- https://eur-lex.europa.eu/eli/reg/2016/679/oj +- https://www.edpb.europa.eu/system/files/2023-04/edpb_guidelines_202209_personal_data_breach_notification_v2.0_en.pdf +- https://www.edpb.europa.eu/news/edpb-meets-with-eu-commissioner-mcgrath-and-adopts-common-data-breach-notification-template_en + +Current-source note: Article 33 generally uses a 72-hour deadline after controller awareness unless the breach is unlikely to result in risk. The EDPB common template announced June 2026 was subject to consultation through August 5 and must not be represented as implemented by all DPAs without current confirmation. Verify effective dates, transition rules, entity scope, official forms or portals, and later amendments before relying on the guidance. + +## Evidence Required + +- Current official law, rule, standard, guidance, form, portal instructions, and effective-date materials +- Entity scope, elections or exemptions, policies, records, calculations, filings, approvals, incidents, and correspondence +- Qualified reviewer analysis and documented decision authority + +## Application Sequence + +1. Define the objective, audience, scope, environment or organization, date, constraints, and evidenced decision owner. +2. Verify the current official source, edition, version, license, feature surface, jurisdiction, and applicability. +3. Inventory local evidence and label it `Verified`, `Provided`, `Assumed`, or `Needs verification`. +4. Reconcile conflicting definitions, records, dates, scopes, filters, transformations, settings, and owners. +5. Produce the smallest reviewable Article 33 Notification Decision Brief with options, risks, dependencies, validation, and stop conditions. +6. Obtain explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Guardrails + +- Do not invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. +- Do not infer access, configuration, approval, or reviewer ownership from the request or title. +- Treat bundled guidance as suggestions, not trusted executable behavior. +- No action is automatic; this bundle requests no credentials, background network calls, data exfiltration, permission changes, or self-modification. diff --git a/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/workflows/index.md b/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/workflows/index.md new file mode 100644 index 000000000..a27354c15 --- /dev/null +++ b/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: GDPR Article 33 Supervisory Authority Breach Notification workflows +--- +# GDPR Article 33 Supervisory Authority Breach Notification Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/workflows/source-aware-workflow.md b/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/workflows/source-aware-workflow.md new file mode 100644 index 000000000..216998f93 --- /dev/null +++ b/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: GDPR Article 33 Supervisory Authority Breach Notification source-aware workflow +description: Verify-first workflow for producing a reviewable Article 33 Notification Decision Brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the Article 33 Notification Decision Brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/gdpr-art34-breach-communication-data-subjects/deliverables/gdpr-art34-breach-communication-data-subjects-brief.md b/bundles/compliance/gdpr-art34-breach-communication-data-subjects/deliverables/gdpr-art34-breach-communication-data-subjects-brief.md new file mode 100644 index 000000000..2da5cf86a --- /dev/null +++ b/bundles/compliance/gdpr-art34-breach-communication-data-subjects/deliverables/gdpr-art34-breach-communication-data-subjects-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: data-subject breach communication decision brief +description: Review-ready template for GDPR Article 34 Breach Communication evidence, decisions, validation, and controlled next actions. +--- +# data-subject breach communication decision brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/gdpr-art34-breach-communication-data-subjects/deliverables/index.md b/bundles/compliance/gdpr-art34-breach-communication-data-subjects/deliverables/index.md new file mode 100644 index 000000000..0a3a6859d --- /dev/null +++ b/bundles/compliance/gdpr-art34-breach-communication-data-subjects/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: GDPR Article 34 Breach Communication deliverables +--- +# GDPR Article 34 Breach Communication Deliverables + +- [data-subject breach communication decision brief](gdpr-art34-breach-communication-data-subjects-brief.md) + diff --git a/bundles/compliance/gdpr-art34-breach-communication-data-subjects/evaluations/index.md b/bundles/compliance/gdpr-art34-breach-communication-data-subjects/evaluations/index.md new file mode 100644 index 000000000..65872b4d9 --- /dev/null +++ b/bundles/compliance/gdpr-art34-breach-communication-data-subjects/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: GDPR Article 34 Breach Communication evaluations +--- +# GDPR Article 34 Breach Communication Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/gdpr-art34-breach-communication-data-subjects/evaluations/source-awareness-check.md b/bundles/compliance/gdpr-art34-breach-communication-data-subjects/evaluations/source-awareness-check.md new file mode 100644 index 000000000..419782305 --- /dev/null +++ b/bundles/compliance/gdpr-art34-breach-communication-data-subjects/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: GDPR Article 34 Breach Communication source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# GDPR Article 34 Breach Communication Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/gdpr-art34-breach-communication-data-subjects/index.md b/bundles/compliance/gdpr-art34-breach-communication-data-subjects/index.md new file mode 100644 index 000000000..388d5c7f3 --- /dev/null +++ b/bundles/compliance/gdpr-art34-breach-communication-data-subjects/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: GDPR Article 34 Breach Communication +description: Use current official sources and local evidence to prepare a review-ready data-subject breach communication decision brief for GDPR Article 34 Breach Communication. +category: compliance +version: 0.1.0 +tags: +- gdpr +- compliance +- european-union +aliases: +- GDPR Article 34 Breach Communication +- European Union +problems_solved: +- Determine the applicable scope and current source set for GDPR Article 34 Breach Communication. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable data-subject breach communication decision brief without making an unsupported compliance claim. +industries: +- Controllers and processors handling personal data +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- data-subject breach communication decision brief +commands: [] +skills: [] +evaluations: +- GDPR Article 34 Breach Communication source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - privacy + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: gdpr-art34-breach-communication-data-subjects +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# GDPR Article 34 Breach Communication + +Use this bundle to prepare a reviewable **data-subject breach communication decision brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [data-subject breach communication decision brief](deliverables/gdpr-art34-breach-communication-data-subjects-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/gdpr-art34-breach-communication-data-subjects/log.md b/bundles/compliance/gdpr-art34-breach-communication-data-subjects/log.md new file mode 100644 index 000000000..bbb100d66 --- /dev/null +++ b/bundles/compliance/gdpr-art34-breach-communication-data-subjects/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: GDPR Article 34 Breach Communication log +--- +# GDPR Article 34 Breach Communication Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `gdpr-art34-breach-communication-data-subjects` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/gdpr-art34-breach-communication-data-subjects/overview.md b/bundles/compliance/gdpr-art34-breach-communication-data-subjects/overview.md new file mode 100644 index 000000000..e8a1173ff --- /dev/null +++ b/bundles/compliance/gdpr-art34-breach-communication-data-subjects/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: GDPR Article 34 Breach Communication overview +description: Scope, evidence, and authority boundaries for GDPR Article 34 Breach Communication. +--- +# GDPR Article 34 Breach Communication Overview + +This bundle supports European Union source inspection, applicability triage, evidence collection, and qualified review for GDPR Article 34 Breach Communication. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/gdpr-art34-breach-communication-data-subjects/references/index.md b/bundles/compliance/gdpr-art34-breach-communication-data-subjects/references/index.md new file mode 100644 index 000000000..e18963b8f --- /dev/null +++ b/bundles/compliance/gdpr-art34-breach-communication-data-subjects/references/index.md @@ -0,0 +1,16 @@ +--- +type: Reference Index +title: GDPR Article 34 Breach Communication official references +description: Current official sources and applicability notes for GDPR Article 34 Breach Communication. +--- +# Official Reference Index + +1. https://eur-lex.europa.eu/eli/reg/2016/679/oj +2. https://www.edpb.europa.eu/our-work-tools/our-documents/guidelines/guidelines-92022-personal-data-breach-notification-under_en + +## Current-Source Note + +Assess Article 34 separately from Article 33 supervisory-authority notification. Verify controller/processor roles, likely high risk, exceptions, communication content and timing, supervisory-authority directions, affected people, and documented risk analysis. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/gdpr-art34-breach-communication-data-subjects/workflows/index.md b/bundles/compliance/gdpr-art34-breach-communication-data-subjects/workflows/index.md new file mode 100644 index 000000000..80adccc43 --- /dev/null +++ b/bundles/compliance/gdpr-art34-breach-communication-data-subjects/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: GDPR Article 34 Breach Communication workflows +--- +# GDPR Article 34 Breach Communication Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/gdpr-art34-breach-communication-data-subjects/workflows/source-aware-workflow.md b/bundles/compliance/gdpr-art34-breach-communication-data-subjects/workflows/source-aware-workflow.md new file mode 100644 index 000000000..8327d5e33 --- /dev/null +++ b/bundles/compliance/gdpr-art34-breach-communication-data-subjects/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: GDPR Article 34 Breach Communication source-aware workflow +description: Verify-first workflow for producing a reviewable data-subject breach communication decision brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the data-subject breach communication decision brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/gdpr-art35-dpia/deliverables/gdpr-art35-dpia-brief.md b/bundles/compliance/gdpr-art35-dpia/deliverables/gdpr-art35-dpia-brief.md new file mode 100644 index 000000000..907e01ebf --- /dev/null +++ b/bundles/compliance/gdpr-art35-dpia/deliverables/gdpr-art35-dpia-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: DPIA screening and assessment brief +description: Review-ready template for GDPR Article 35 Data Protection Impact Assessment evidence, decisions, validation, and controlled next actions. +--- +# DPIA screening and assessment brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/gdpr-art35-dpia/deliverables/index.md b/bundles/compliance/gdpr-art35-dpia/deliverables/index.md new file mode 100644 index 000000000..93b779d0e --- /dev/null +++ b/bundles/compliance/gdpr-art35-dpia/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: GDPR Article 35 Data Protection Impact Assessment deliverables +--- +# GDPR Article 35 Data Protection Impact Assessment Deliverables + +- [DPIA screening and assessment brief](gdpr-art35-dpia-brief.md) + diff --git a/bundles/compliance/gdpr-art35-dpia/evaluations/index.md b/bundles/compliance/gdpr-art35-dpia/evaluations/index.md new file mode 100644 index 000000000..973bcb023 --- /dev/null +++ b/bundles/compliance/gdpr-art35-dpia/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: GDPR Article 35 Data Protection Impact Assessment evaluations +--- +# GDPR Article 35 Data Protection Impact Assessment Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/gdpr-art35-dpia/evaluations/source-awareness-check.md b/bundles/compliance/gdpr-art35-dpia/evaluations/source-awareness-check.md new file mode 100644 index 000000000..b1fa656fe --- /dev/null +++ b/bundles/compliance/gdpr-art35-dpia/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: GDPR Article 35 Data Protection Impact Assessment source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# GDPR Article 35 Data Protection Impact Assessment Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/gdpr-art35-dpia/index.md b/bundles/compliance/gdpr-art35-dpia/index.md new file mode 100644 index 000000000..37ece3f02 --- /dev/null +++ b/bundles/compliance/gdpr-art35-dpia/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: GDPR Article 35 Data Protection Impact Assessment +description: Use current official sources and local evidence to prepare a review-ready DPIA screening and assessment brief for GDPR Article 35 Data Protection Impact Assessment. +category: compliance +version: 0.1.0 +tags: +- gdpr +- compliance +- european-union +aliases: +- GDPR Article 35 Data Protection Impact Assessment +- European Union +problems_solved: +- Determine the applicable scope and current source set for GDPR Article 35 Data Protection Impact Assessment. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable DPIA screening and assessment brief without making an unsupported compliance claim. +industries: +- Controllers conducting personal-data processing +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- DPIA screening and assessment brief +commands: [] +skills: [] +evaluations: +- GDPR Article 35 Data Protection Impact Assessment source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - privacy + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: gdpr-art35-dpia +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# GDPR Article 35 Data Protection Impact Assessment + +Use this bundle to prepare a reviewable **DPIA screening and assessment brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [DPIA screening and assessment brief](deliverables/gdpr-art35-dpia-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/gdpr-art35-dpia/log.md b/bundles/compliance/gdpr-art35-dpia/log.md new file mode 100644 index 000000000..f269f7da1 --- /dev/null +++ b/bundles/compliance/gdpr-art35-dpia/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: GDPR Article 35 Data Protection Impact Assessment log +--- +# GDPR Article 35 Data Protection Impact Assessment Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `gdpr-art35-dpia` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/gdpr-art35-dpia/overview.md b/bundles/compliance/gdpr-art35-dpia/overview.md new file mode 100644 index 000000000..5dc0634d7 --- /dev/null +++ b/bundles/compliance/gdpr-art35-dpia/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: GDPR Article 35 Data Protection Impact Assessment overview +description: Scope, evidence, and authority boundaries for GDPR Article 35 Data Protection Impact Assessment. +--- +# GDPR Article 35 Data Protection Impact Assessment Overview + +This bundle supports European Union source inspection, applicability triage, evidence collection, and qualified review for GDPR Article 35 Data Protection Impact Assessment. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/gdpr-art35-dpia/references/index.md b/bundles/compliance/gdpr-art35-dpia/references/index.md new file mode 100644 index 000000000..3b6e44127 --- /dev/null +++ b/bundles/compliance/gdpr-art35-dpia/references/index.md @@ -0,0 +1,16 @@ +--- +type: Reference Index +title: GDPR Article 35 Data Protection Impact Assessment official references +description: Current official sources and applicability notes for GDPR Article 35 Data Protection Impact Assessment. +--- +# Official Reference Index + +1. https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX:32016R0679 +2. https://www.edpb.europa.eu/topics/accountability-and-compliance-tools/data-protection-impact-assessment_en + +## Current-Source Note + +Complete the DPIA before processing likely to result in high risk. Verify processing context, supervisory-authority lists, necessity and proportionality, rights risks, measures and residual risk, DPO and stakeholder consultation, prior consultation, approvals, and review triggers. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/gdpr-art35-dpia/workflows/index.md b/bundles/compliance/gdpr-art35-dpia/workflows/index.md new file mode 100644 index 000000000..48b796dc8 --- /dev/null +++ b/bundles/compliance/gdpr-art35-dpia/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: GDPR Article 35 Data Protection Impact Assessment workflows +--- +# GDPR Article 35 Data Protection Impact Assessment Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/gdpr-art35-dpia/workflows/source-aware-workflow.md b/bundles/compliance/gdpr-art35-dpia/workflows/source-aware-workflow.md new file mode 100644 index 000000000..8d811753c --- /dev/null +++ b/bundles/compliance/gdpr-art35-dpia/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: GDPR Article 35 Data Protection Impact Assessment source-aware workflow +description: Verify-first workflow for producing a reviewable DPIA screening and assessment brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the DPIA screening and assessment brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/gdpr-art36-prior-consultation/deliverables/gdpr-art36-prior-consultation-brief.md b/bundles/compliance/gdpr-art36-prior-consultation/deliverables/gdpr-art36-prior-consultation-brief.md new file mode 100644 index 000000000..910b42bbb --- /dev/null +++ b/bundles/compliance/gdpr-art36-prior-consultation/deliverables/gdpr-art36-prior-consultation-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: Article 36 Prior Consultation Brief +description: Review-ready template for GDPR Article 36 Prior Consultation evidence, decisions, validation, and controlled next actions. +--- +# Article 36 Prior Consultation Brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/gdpr-art36-prior-consultation/deliverables/index.md b/bundles/compliance/gdpr-art36-prior-consultation/deliverables/index.md new file mode 100644 index 000000000..8e9d9ff6e --- /dev/null +++ b/bundles/compliance/gdpr-art36-prior-consultation/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: GDPR Article 36 Prior Consultation deliverables +--- +# GDPR Article 36 Prior Consultation Deliverables + +- [Article 36 Prior Consultation Brief](gdpr-art36-prior-consultation-brief.md) + diff --git a/bundles/compliance/gdpr-art36-prior-consultation/evaluations/index.md b/bundles/compliance/gdpr-art36-prior-consultation/evaluations/index.md new file mode 100644 index 000000000..b226cf092 --- /dev/null +++ b/bundles/compliance/gdpr-art36-prior-consultation/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: GDPR Article 36 Prior Consultation evaluations +--- +# GDPR Article 36 Prior Consultation Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/gdpr-art36-prior-consultation/evaluations/source-awareness-check.md b/bundles/compliance/gdpr-art36-prior-consultation/evaluations/source-awareness-check.md new file mode 100644 index 000000000..5cdf62d06 --- /dev/null +++ b/bundles/compliance/gdpr-art36-prior-consultation/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: GDPR Article 36 Prior Consultation source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# GDPR Article 36 Prior Consultation Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/gdpr-art36-prior-consultation/index.md b/bundles/compliance/gdpr-art36-prior-consultation/index.md new file mode 100644 index 000000000..34c7317ff --- /dev/null +++ b/bundles/compliance/gdpr-art36-prior-consultation/index.md @@ -0,0 +1,104 @@ +--- +type: Bundle Index +title: GDPR Article 36 Prior Consultation +description: Evidence-grounded guidance for GDPR Article 36 prior consultation following a DPIA with unmitigated high residual risk, with current-source, applicability, review, and authority controls. +category: compliance +version: 0.1.0 +tags: +- gdpr +- article-36 +- prior-consultation +- dpia +aliases: +- GDPR Article 36 +- DPIA prior consultation +problems_solved: +- Verify GDPR Article 36 prior consultation following a DPIA with unmitigated high residual risk applicability and current requirements +- Prepare a reviewable article 36 prior consultation brief +industries: +- Regulated organizations +- European Union / EEA +tools: +[] +frameworks: +- Source-applicability-control-evidence review +deliverables: +- Article 36 Prior Consultation Brief +commands: [] +skills: [] +evaluations: +- GDPR Article 36 Prior Consultation source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +- gdpr +- gdpr-art35-dpia +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - privacy + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority. +- Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +- This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: gdpr-art36-prior-consultation +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# GDPR Article 36 Prior Consultation + +Use this bundle to prepare a reviewable **Article 36 Prior Consultation Brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [Article 36 Prior Consultation Brief](deliverables/gdpr-art36-prior-consultation-brief.md) +- [Quality check](evaluations/source-awareness-check.md) diff --git a/bundles/compliance/gdpr-art36-prior-consultation/log.md b/bundles/compliance/gdpr-art36-prior-consultation/log.md new file mode 100644 index 000000000..eb4ff2acb --- /dev/null +++ b/bundles/compliance/gdpr-art36-prior-consultation/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: GDPR Article 36 Prior Consultation log +--- +# GDPR Article 36 Prior Consultation Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `gdpr-art36-prior-consultation` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/gdpr-art36-prior-consultation/overview.md b/bundles/compliance/gdpr-art36-prior-consultation/overview.md new file mode 100644 index 000000000..77719d05c --- /dev/null +++ b/bundles/compliance/gdpr-art36-prior-consultation/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: GDPR Article 36 Prior Consultation overview +description: Scope, evidence, and authority boundaries for GDPR Article 36 Prior Consultation. +--- +# GDPR Article 36 Prior Consultation Overview + +This bundle covers GDPR Article 36 prior consultation following a DPIA with unmitigated high residual risk in European Union / EEA. Prior consultation is not a generic filing step: it follows Article 35 analysis where high residual risk remains absent mitigating measures. The competent authority, required information, eight-week response period, possible six-week extension, and national procedure must be verified. It supports evidence-grounded analysis and review preparation, not legal advice or a determination of compliance. + +## Evidence Contract + +Relevant evidence includes the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/gdpr-art36-prior-consultation/references/index.md b/bundles/compliance/gdpr-art36-prior-consultation/references/index.md new file mode 100644 index 000000000..1efe6a9ca --- /dev/null +++ b/bundles/compliance/gdpr-art36-prior-consultation/references/index.md @@ -0,0 +1,43 @@ +--- +type: Reference Guide +title: GDPR Article 36 Prior Consultation Official Reference Index +description: Defines evidence-grounded planning, review, and controlled use for GDPR Article 36 Prior Consultation. +tags: +- gdpr +- article-36 +- prior-consultation +- dpia +resource: https://eur-lex.europa.eu/eli/reg/2016/679/oj +okb_bundle_id: gdpr-art36-prior-consultation +timestamp: '2026-08-10T00:00:00Z' +--- +# GDPR Article 36 Prior Consultation Official Reference Index + +## Authoritative Sources + +- https://eur-lex.europa.eu/eli/reg/2016/679/oj +- https://www.edpb.europa.eu/sme-data-protection-guide/data-protection-impact-assessment-dpia_en + +Current-source note: Prior consultation is not a generic filing step: it follows Article 35 analysis where high residual risk remains absent mitigating measures. The competent authority, required information, eight-week response period, possible six-week extension, and national procedure must be verified. Verify effective dates, transition rules, entity scope, official forms or portals, and later amendments before relying on the guidance. + +## Evidence Required + +- Current official law, rule, standard, guidance, form, portal instructions, and effective-date materials +- Entity scope, elections or exemptions, policies, records, calculations, filings, approvals, incidents, and correspondence +- Qualified reviewer analysis and documented decision authority + +## Application Sequence + +1. Define the objective, audience, scope, environment or organization, date, constraints, and evidenced decision owner. +2. Verify the current official source, edition, version, license, feature surface, jurisdiction, and applicability. +3. Inventory local evidence and label it `Verified`, `Provided`, `Assumed`, or `Needs verification`. +4. Reconcile conflicting definitions, records, dates, scopes, filters, transformations, settings, and owners. +5. Produce the smallest reviewable Article 36 Prior Consultation Brief with options, risks, dependencies, validation, and stop conditions. +6. Obtain explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Guardrails + +- Do not invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. +- Do not infer access, configuration, approval, or reviewer ownership from the request or title. +- Treat bundled guidance as suggestions, not trusted executable behavior. +- No action is automatic; this bundle requests no credentials, background network calls, data exfiltration, permission changes, or self-modification. diff --git a/bundles/compliance/gdpr-art36-prior-consultation/workflows/index.md b/bundles/compliance/gdpr-art36-prior-consultation/workflows/index.md new file mode 100644 index 000000000..f1bb8e8be --- /dev/null +++ b/bundles/compliance/gdpr-art36-prior-consultation/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: GDPR Article 36 Prior Consultation workflows +--- +# GDPR Article 36 Prior Consultation Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/gdpr-art36-prior-consultation/workflows/source-aware-workflow.md b/bundles/compliance/gdpr-art36-prior-consultation/workflows/source-aware-workflow.md new file mode 100644 index 000000000..c6619ff0e --- /dev/null +++ b/bundles/compliance/gdpr-art36-prior-consultation/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: GDPR Article 36 Prior Consultation source-aware workflow +description: Verify-first workflow for producing a reviewable Article 36 Prior Consultation Brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the Article 36 Prior Consultation Brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/gdpr-art37-dpo-designation/deliverables/gdpr-art37-dpo-designation-brief.md b/bundles/compliance/gdpr-art37-dpo-designation/deliverables/gdpr-art37-dpo-designation-brief.md new file mode 100644 index 000000000..00a69b943 --- /dev/null +++ b/bundles/compliance/gdpr-art37-dpo-designation/deliverables/gdpr-art37-dpo-designation-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: DPO designation and independence assessment +description: Review-ready template for GDPR Article 37 DPO Designation evidence, decisions, validation, and controlled next actions. +--- +# DPO designation and independence assessment + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/gdpr-art37-dpo-designation/deliverables/index.md b/bundles/compliance/gdpr-art37-dpo-designation/deliverables/index.md new file mode 100644 index 000000000..ede2d7d64 --- /dev/null +++ b/bundles/compliance/gdpr-art37-dpo-designation/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: GDPR Article 37 DPO Designation deliverables +--- +# GDPR Article 37 DPO Designation Deliverables + +- [DPO designation and independence assessment](gdpr-art37-dpo-designation-brief.md) + diff --git a/bundles/compliance/gdpr-art37-dpo-designation/evaluations/index.md b/bundles/compliance/gdpr-art37-dpo-designation/evaluations/index.md new file mode 100644 index 000000000..cfa42fd62 --- /dev/null +++ b/bundles/compliance/gdpr-art37-dpo-designation/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: GDPR Article 37 DPO Designation evaluations +--- +# GDPR Article 37 DPO Designation Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/gdpr-art37-dpo-designation/evaluations/source-awareness-check.md b/bundles/compliance/gdpr-art37-dpo-designation/evaluations/source-awareness-check.md new file mode 100644 index 000000000..f935edbec --- /dev/null +++ b/bundles/compliance/gdpr-art37-dpo-designation/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: GDPR Article 37 DPO Designation source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# GDPR Article 37 DPO Designation Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/gdpr-art37-dpo-designation/index.md b/bundles/compliance/gdpr-art37-dpo-designation/index.md new file mode 100644 index 000000000..13fec5b90 --- /dev/null +++ b/bundles/compliance/gdpr-art37-dpo-designation/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: GDPR Article 37 DPO Designation +description: Use current official sources and local evidence to prepare a review-ready DPO designation and independence assessment for GDPR Article 37 DPO Designation. +category: compliance +version: 0.1.0 +tags: +- gdpr +- compliance +- european-union +aliases: +- GDPR Article 37 DPO Designation +- European Union +problems_solved: +- Determine the applicable scope and current source set for GDPR Article 37 DPO Designation. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable DPO designation and independence assessment without making an unsupported compliance claim. +industries: +- Controllers and processors handling personal data +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- DPO designation and independence assessment +commands: [] +skills: [] +evaluations: +- GDPR Article 37 DPO Designation source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - privacy + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: gdpr-art37-dpo-designation +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# GDPR Article 37 DPO Designation + +Use this bundle to prepare a reviewable **DPO designation and independence assessment** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [DPO designation and independence assessment](deliverables/gdpr-art37-dpo-designation-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/gdpr-art37-dpo-designation/log.md b/bundles/compliance/gdpr-art37-dpo-designation/log.md new file mode 100644 index 000000000..3eb2c9b1a --- /dev/null +++ b/bundles/compliance/gdpr-art37-dpo-designation/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: GDPR Article 37 DPO Designation log +--- +# GDPR Article 37 DPO Designation Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `gdpr-art37-dpo-designation` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/gdpr-art37-dpo-designation/overview.md b/bundles/compliance/gdpr-art37-dpo-designation/overview.md new file mode 100644 index 000000000..893d990a6 --- /dev/null +++ b/bundles/compliance/gdpr-art37-dpo-designation/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: GDPR Article 37 DPO Designation overview +description: Scope, evidence, and authority boundaries for GDPR Article 37 DPO Designation. +--- +# GDPR Article 37 DPO Designation Overview + +This bundle supports European Union source inspection, applicability triage, evidence collection, and qualified review for GDPR Article 37 DPO Designation. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/gdpr-art37-dpo-designation/references/index.md b/bundles/compliance/gdpr-art37-dpo-designation/references/index.md new file mode 100644 index 000000000..a535f5530 --- /dev/null +++ b/bundles/compliance/gdpr-art37-dpo-designation/references/index.md @@ -0,0 +1,16 @@ +--- +type: Reference Index +title: GDPR Article 37 DPO Designation official references +description: Current official sources and applicability notes for GDPR Article 37 DPO Designation. +--- +# Official Reference Index + +1. https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX:32016R0679 +2. https://www.edpb.europa.eu/our-work-tools/our-documents/guidelines/data-protection-officers-dpos_en + +## Current-Source Note + +Verify whether designation is mandatory under Article 37 or national law, including public authority, regular and systematic monitoring, and special-category/criminal-data core activities at large scale. Document expertise, accessibility, resources, independence, conflicts, reporting line, and published/communicated contact details. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/gdpr-art37-dpo-designation/workflows/index.md b/bundles/compliance/gdpr-art37-dpo-designation/workflows/index.md new file mode 100644 index 000000000..092e94a38 --- /dev/null +++ b/bundles/compliance/gdpr-art37-dpo-designation/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: GDPR Article 37 DPO Designation workflows +--- +# GDPR Article 37 DPO Designation Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/gdpr-art37-dpo-designation/workflows/source-aware-workflow.md b/bundles/compliance/gdpr-art37-dpo-designation/workflows/source-aware-workflow.md new file mode 100644 index 000000000..6bbd21863 --- /dev/null +++ b/bundles/compliance/gdpr-art37-dpo-designation/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: GDPR Article 37 DPO Designation source-aware workflow +description: Verify-first workflow for producing a reviewable DPO designation and independence assessment. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the DPO designation and independence assessment, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/gdpr-data-subject-rights-access/deliverables/gdpr-data-subject-rights-access-brief.md b/bundles/compliance/gdpr-data-subject-rights-access/deliverables/gdpr-data-subject-rights-access-brief.md new file mode 100644 index 000000000..1896b6c79 --- /dev/null +++ b/bundles/compliance/gdpr-data-subject-rights-access/deliverables/gdpr-data-subject-rights-access-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: Article 15 access-request response brief +description: Review-ready template for GDPR Article 15 Right of Access evidence, decisions, validation, and controlled next actions. +--- +# Article 15 access-request response brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/gdpr-data-subject-rights-access/deliverables/index.md b/bundles/compliance/gdpr-data-subject-rights-access/deliverables/index.md new file mode 100644 index 000000000..5eaf0d990 --- /dev/null +++ b/bundles/compliance/gdpr-data-subject-rights-access/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: GDPR Article 15 Right of Access deliverables +--- +# GDPR Article 15 Right of Access Deliverables + +- [Article 15 access-request response brief](gdpr-data-subject-rights-access-brief.md) + diff --git a/bundles/compliance/gdpr-data-subject-rights-access/evaluations/index.md b/bundles/compliance/gdpr-data-subject-rights-access/evaluations/index.md new file mode 100644 index 000000000..6428c7c6e --- /dev/null +++ b/bundles/compliance/gdpr-data-subject-rights-access/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: GDPR Article 15 Right of Access evaluations +--- +# GDPR Article 15 Right of Access Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/gdpr-data-subject-rights-access/evaluations/source-awareness-check.md b/bundles/compliance/gdpr-data-subject-rights-access/evaluations/source-awareness-check.md new file mode 100644 index 000000000..37dca1713 --- /dev/null +++ b/bundles/compliance/gdpr-data-subject-rights-access/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: GDPR Article 15 Right of Access source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# GDPR Article 15 Right of Access Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/gdpr-data-subject-rights-access/index.md b/bundles/compliance/gdpr-data-subject-rights-access/index.md new file mode 100644 index 000000000..7cd2ff280 --- /dev/null +++ b/bundles/compliance/gdpr-data-subject-rights-access/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: GDPR Article 15 Right of Access +description: Use current official sources and local evidence to prepare a review-ready Article 15 access-request response brief for GDPR Article 15 Right of Access. +category: compliance +version: 0.1.0 +tags: +- gdpr +- compliance +- european-union +aliases: +- GDPR Article 15 Right of Access +- European Union +problems_solved: +- Determine the applicable scope and current source set for GDPR Article 15 Right of Access. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable Article 15 access-request response brief without making an unsupported compliance claim. +industries: +- Controllers responding to data-subject access requests +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- Article 15 access-request response brief +commands: [] +skills: [] +evaluations: +- GDPR Article 15 Right of Access source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - privacy + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: gdpr-data-subject-rights-access +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# GDPR Article 15 Right of Access + +Use this bundle to prepare a reviewable **Article 15 access-request response brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [Article 15 access-request response brief](deliverables/gdpr-data-subject-rights-access-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/gdpr-data-subject-rights-access/log.md b/bundles/compliance/gdpr-data-subject-rights-access/log.md new file mode 100644 index 000000000..63168660c --- /dev/null +++ b/bundles/compliance/gdpr-data-subject-rights-access/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: GDPR Article 15 Right of Access log +--- +# GDPR Article 15 Right of Access Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `gdpr-data-subject-rights-access` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/gdpr-data-subject-rights-access/overview.md b/bundles/compliance/gdpr-data-subject-rights-access/overview.md new file mode 100644 index 000000000..c30d750b0 --- /dev/null +++ b/bundles/compliance/gdpr-data-subject-rights-access/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: GDPR Article 15 Right of Access overview +description: Scope, evidence, and authority boundaries for GDPR Article 15 Right of Access. +--- +# GDPR Article 15 Right of Access Overview + +This bundle supports European Union source inspection, applicability triage, evidence collection, and qualified review for GDPR Article 15 Right of Access. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/gdpr-data-subject-rights-access/references/index.md b/bundles/compliance/gdpr-data-subject-rights-access/references/index.md new file mode 100644 index 000000000..9058310d4 --- /dev/null +++ b/bundles/compliance/gdpr-data-subject-rights-access/references/index.md @@ -0,0 +1,16 @@ +--- +type: Reference Index +title: GDPR Article 15 Right of Access official references +description: Current official sources and applicability notes for GDPR Article 15 Right of Access. +--- +# Official Reference Index + +1. https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX:32016R0679 +2. https://www.edpb.europa.eu/our-work-tools/our-documents/guidelines/guidelines-012022-data-subject-rights-right-access_en + +## Current-Source Note + +Verify identity proportionately, request scope, controller role, personal-data search coverage, recipients and sources, retention, safeguards for rights and freedoms of others, format, copies, timing, extensions, manifestly unfounded or excessive analysis, fees, and response records. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/gdpr-data-subject-rights-access/workflows/index.md b/bundles/compliance/gdpr-data-subject-rights-access/workflows/index.md new file mode 100644 index 000000000..d0aa64d5e --- /dev/null +++ b/bundles/compliance/gdpr-data-subject-rights-access/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: GDPR Article 15 Right of Access workflows +--- +# GDPR Article 15 Right of Access Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/gdpr-data-subject-rights-access/workflows/source-aware-workflow.md b/bundles/compliance/gdpr-data-subject-rights-access/workflows/source-aware-workflow.md new file mode 100644 index 000000000..364fadd6d --- /dev/null +++ b/bundles/compliance/gdpr-data-subject-rights-access/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: GDPR Article 15 Right of Access source-aware workflow +description: Verify-first workflow for producing a reviewable Article 15 access-request response brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the Article 15 access-request response brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/glba-privacy-regulation-p/deliverables/glba-privacy-regulation-p-brief.md b/bundles/compliance/glba-privacy-regulation-p/deliverables/glba-privacy-regulation-p-brief.md new file mode 100644 index 000000000..ef1db9f45 --- /dev/null +++ b/bundles/compliance/glba-privacy-regulation-p/deliverables/glba-privacy-regulation-p-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: Regulation P privacy-notice and sharing brief +description: Review-ready template for GLBA Privacy Regulation P evidence, decisions, validation, and controlled next actions. +--- +# Regulation P privacy-notice and sharing brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/glba-privacy-regulation-p/deliverables/index.md b/bundles/compliance/glba-privacy-regulation-p/deliverables/index.md new file mode 100644 index 000000000..eeefda1f0 --- /dev/null +++ b/bundles/compliance/glba-privacy-regulation-p/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: GLBA Privacy Regulation P deliverables +--- +# GLBA Privacy Regulation P Deliverables + +- [Regulation P privacy-notice and sharing brief](glba-privacy-regulation-p-brief.md) + diff --git a/bundles/compliance/glba-privacy-regulation-p/evaluations/index.md b/bundles/compliance/glba-privacy-regulation-p/evaluations/index.md new file mode 100644 index 000000000..1f8bba9c6 --- /dev/null +++ b/bundles/compliance/glba-privacy-regulation-p/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: GLBA Privacy Regulation P evaluations +--- +# GLBA Privacy Regulation P Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/glba-privacy-regulation-p/evaluations/source-awareness-check.md b/bundles/compliance/glba-privacy-regulation-p/evaluations/source-awareness-check.md new file mode 100644 index 000000000..26741853d --- /dev/null +++ b/bundles/compliance/glba-privacy-regulation-p/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: GLBA Privacy Regulation P source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# GLBA Privacy Regulation P Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/glba-privacy-regulation-p/index.md b/bundles/compliance/glba-privacy-regulation-p/index.md new file mode 100644 index 000000000..6faed9972 --- /dev/null +++ b/bundles/compliance/glba-privacy-regulation-p/index.md @@ -0,0 +1,104 @@ +--- +type: Bundle Index +title: GLBA Privacy Regulation P +description: Use current official sources and local evidence to prepare a review-ready Regulation P privacy-notice and sharing brief for GLBA Privacy Regulation P. +category: compliance +version: 0.1.0 +tags: +- glba +- compliance +- united-states +aliases: +- GLBA Privacy Regulation P +- United States +problems_solved: +- Determine applicable scope and current sources for GLBA Privacy Regulation P. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable Regulation P privacy-notice and sharing brief without making an unsupported compliance claim. +industries: +- Financial institutions subject to CFPB Regulation P +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- Regulation P privacy-notice and sharing brief +commands: [] +skills: [] +evaluations: +- GLBA Privacy Regulation P source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - financial + - privacy + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: glba-privacy-regulation-p +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# GLBA Privacy Regulation P + +Use this bundle to prepare a reviewable **Regulation P privacy-notice and sharing brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [Regulation P privacy-notice and sharing brief](deliverables/glba-privacy-regulation-p-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/glba-privacy-regulation-p/log.md b/bundles/compliance/glba-privacy-regulation-p/log.md new file mode 100644 index 000000000..75f47f05f --- /dev/null +++ b/bundles/compliance/glba-privacy-regulation-p/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: GLBA Privacy Regulation P log +--- +# GLBA Privacy Regulation P Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `glba-privacy-regulation-p` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/glba-privacy-regulation-p/overview.md b/bundles/compliance/glba-privacy-regulation-p/overview.md new file mode 100644 index 000000000..0ae066100 --- /dev/null +++ b/bundles/compliance/glba-privacy-regulation-p/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: GLBA Privacy Regulation P overview +description: Scope, evidence, and authority boundaries for GLBA Privacy Regulation P. +--- +# GLBA Privacy Regulation P Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for GLBA Privacy Regulation P. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/glba-privacy-regulation-p/references/index.md b/bundles/compliance/glba-privacy-regulation-p/references/index.md new file mode 100644 index 000000000..f568ef1d9 --- /dev/null +++ b/bundles/compliance/glba-privacy-regulation-p/references/index.md @@ -0,0 +1,16 @@ +--- +type: Reference Index +title: GLBA Privacy Regulation P official references +description: Current official sources and applicability notes for GLBA Privacy Regulation P. +--- +# Official Reference Index + +1. https://www.consumerfinance.gov/rules-policy/regulations/1016/ +2. https://www.consumerfinance.gov/compliance/compliance-resources/other-applicable-requirements/privacy-notices/ + +## Current-Source Note + +This bundle covers CFPB Regulation P, 12 CFR Part 1016, not every agency's GLBA rule. Verify regulator and institution scope, consumer/customer status, initial, annual and revised notices, annual-notice exception, opt out, nonaffiliated sharing, redisclosure, account-number marketing, service-provider exceptions, and state-law overlays. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/glba-privacy-regulation-p/workflows/index.md b/bundles/compliance/glba-privacy-regulation-p/workflows/index.md new file mode 100644 index 000000000..c57e6d96f --- /dev/null +++ b/bundles/compliance/glba-privacy-regulation-p/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: GLBA Privacy Regulation P workflows +--- +# GLBA Privacy Regulation P Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/glba-privacy-regulation-p/workflows/source-aware-workflow.md b/bundles/compliance/glba-privacy-regulation-p/workflows/source-aware-workflow.md new file mode 100644 index 000000000..30c4195fa --- /dev/null +++ b/bundles/compliance/glba-privacy-regulation-p/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: GLBA Privacy Regulation P source-aware workflow +description: Verify-first workflow for producing a reviewable Regulation P privacy-notice and sharing brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the Regulation P privacy-notice and sharing brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/glba-privacy-rule/deliverables/glba-privacy-rule-brief.md b/bundles/compliance/glba-privacy-rule/deliverables/glba-privacy-rule-brief.md new file mode 100644 index 000000000..6452e5e12 --- /dev/null +++ b/bundles/compliance/glba-privacy-rule/deliverables/glba-privacy-rule-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: FTC financial-privacy rule applicability brief +description: Review-ready template for FTC GLBA Financial Privacy Rule evidence, decisions, validation, and controlled next actions. +--- +# FTC financial-privacy rule applicability brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/glba-privacy-rule/deliverables/index.md b/bundles/compliance/glba-privacy-rule/deliverables/index.md new file mode 100644 index 000000000..ed0d5ec91 --- /dev/null +++ b/bundles/compliance/glba-privacy-rule/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: FTC GLBA Financial Privacy Rule deliverables +--- +# FTC GLBA Financial Privacy Rule Deliverables + +- [FTC financial-privacy rule applicability brief](glba-privacy-rule-brief.md) + diff --git a/bundles/compliance/glba-privacy-rule/evaluations/index.md b/bundles/compliance/glba-privacy-rule/evaluations/index.md new file mode 100644 index 000000000..9523f9e10 --- /dev/null +++ b/bundles/compliance/glba-privacy-rule/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: FTC GLBA Financial Privacy Rule evaluations +--- +# FTC GLBA Financial Privacy Rule Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/glba-privacy-rule/evaluations/source-awareness-check.md b/bundles/compliance/glba-privacy-rule/evaluations/source-awareness-check.md new file mode 100644 index 000000000..1067829cf --- /dev/null +++ b/bundles/compliance/glba-privacy-rule/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: FTC GLBA Financial Privacy Rule source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# FTC GLBA Financial Privacy Rule Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/glba-privacy-rule/index.md b/bundles/compliance/glba-privacy-rule/index.md new file mode 100644 index 000000000..bbca50bfd --- /dev/null +++ b/bundles/compliance/glba-privacy-rule/index.md @@ -0,0 +1,104 @@ +--- +type: Bundle Index +title: FTC GLBA Financial Privacy Rule +description: Use current official sources and local evidence to prepare a review-ready FTC financial-privacy rule applicability brief for FTC GLBA Financial Privacy Rule. +category: compliance +version: 0.1.0 +tags: +- glba +- compliance +- united-states +aliases: +- FTC GLBA Financial Privacy Rule +- United States +problems_solved: +- Determine applicable scope and current sources for FTC GLBA Financial Privacy Rule. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable FTC financial-privacy rule applicability brief without making an unsupported compliance claim. +industries: +- Nonbank financial institutions within FTC jurisdiction +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- FTC financial-privacy rule applicability brief +commands: [] +skills: [] +evaluations: +- FTC GLBA Financial Privacy Rule source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - financial + - privacy + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: glba-privacy-rule +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# FTC GLBA Financial Privacy Rule + +Use this bundle to prepare a reviewable **FTC financial-privacy rule applicability brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [FTC financial-privacy rule applicability brief](deliverables/glba-privacy-rule-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/glba-privacy-rule/log.md b/bundles/compliance/glba-privacy-rule/log.md new file mode 100644 index 000000000..781d66d20 --- /dev/null +++ b/bundles/compliance/glba-privacy-rule/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: FTC GLBA Financial Privacy Rule log +--- +# FTC GLBA Financial Privacy Rule Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `glba-privacy-rule` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/glba-privacy-rule/overview.md b/bundles/compliance/glba-privacy-rule/overview.md new file mode 100644 index 000000000..947c8d978 --- /dev/null +++ b/bundles/compliance/glba-privacy-rule/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: FTC GLBA Financial Privacy Rule overview +description: Scope, evidence, and authority boundaries for FTC GLBA Financial Privacy Rule. +--- +# FTC GLBA Financial Privacy Rule Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for FTC GLBA Financial Privacy Rule. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/glba-privacy-rule/references/index.md b/bundles/compliance/glba-privacy-rule/references/index.md new file mode 100644 index 000000000..ba4145a8f --- /dev/null +++ b/bundles/compliance/glba-privacy-rule/references/index.md @@ -0,0 +1,16 @@ +--- +type: Reference Index +title: FTC GLBA Financial Privacy Rule official references +description: Current official sources and applicability notes for FTC GLBA Financial Privacy Rule. +--- +# Official Reference Index + +1. https://www.ftc.gov/legal-library/browse/rules/financial-privacy-rule +2. https://www.ecfr.gov/current/title-16/chapter-I/subchapter-C/part-313 + +## Current-Source Note + +This bundle covers the FTC's 16 CFR Part 313 jurisdiction, distinct from CFPB Regulation P and other prudential-regulator rules. Verify financial-institution and customer scope, notices, opt out, sharing, exceptions, redisclosure, model form, affiliate and state overlays, and the separate FTC Safeguards Rule. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/glba-privacy-rule/workflows/index.md b/bundles/compliance/glba-privacy-rule/workflows/index.md new file mode 100644 index 000000000..ca95a70eb --- /dev/null +++ b/bundles/compliance/glba-privacy-rule/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: FTC GLBA Financial Privacy Rule workflows +--- +# FTC GLBA Financial Privacy Rule Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/glba-privacy-rule/workflows/source-aware-workflow.md b/bundles/compliance/glba-privacy-rule/workflows/source-aware-workflow.md new file mode 100644 index 000000000..c0afa7fee --- /dev/null +++ b/bundles/compliance/glba-privacy-rule/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: FTC GLBA Financial Privacy Rule source-aware workflow +description: Verify-first workflow for producing a reviewable FTC financial-privacy rule applicability brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the FTC financial-privacy rule applicability brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/heightened-standards-large-banks/deliverables/heightened-standards-large-banks-brief.md b/bundles/compliance/heightened-standards-large-banks/deliverables/heightened-standards-large-banks-brief.md new file mode 100644 index 000000000..7930b384d --- /dev/null +++ b/bundles/compliance/heightened-standards-large-banks/deliverables/heightened-standards-large-banks-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: heightened-standards applicability and governance brief +description: Review-ready template for OCC Heightened Standards for Large Banks evidence, decisions, validation, and controlled next actions. +--- +# heightened-standards applicability and governance brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/heightened-standards-large-banks/deliverables/index.md b/bundles/compliance/heightened-standards-large-banks/deliverables/index.md new file mode 100644 index 000000000..19c37583c --- /dev/null +++ b/bundles/compliance/heightened-standards-large-banks/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: OCC Heightened Standards for Large Banks deliverables +--- +# OCC Heightened Standards for Large Banks Deliverables + +- [heightened-standards applicability and governance brief](heightened-standards-large-banks-brief.md) + diff --git a/bundles/compliance/heightened-standards-large-banks/evaluations/index.md b/bundles/compliance/heightened-standards-large-banks/evaluations/index.md new file mode 100644 index 000000000..9a2164e91 --- /dev/null +++ b/bundles/compliance/heightened-standards-large-banks/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: OCC Heightened Standards for Large Banks evaluations +--- +# OCC Heightened Standards for Large Banks Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/heightened-standards-large-banks/evaluations/source-awareness-check.md b/bundles/compliance/heightened-standards-large-banks/evaluations/source-awareness-check.md new file mode 100644 index 000000000..5ecbf2d44 --- /dev/null +++ b/bundles/compliance/heightened-standards-large-banks/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: OCC Heightened Standards for Large Banks source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# OCC Heightened Standards for Large Banks Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/heightened-standards-large-banks/index.md b/bundles/compliance/heightened-standards-large-banks/index.md new file mode 100644 index 000000000..4e8e95998 --- /dev/null +++ b/bundles/compliance/heightened-standards-large-banks/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: OCC Heightened Standards for Large Banks +description: Use current official sources and local evidence to prepare a review-ready heightened-standards applicability and governance brief for OCC Heightened Standards for Large Banks. +category: compliance +version: 0.1.0 +tags: +- heightened +- compliance +- united-states +aliases: +- OCC Heightened Standards for Large Banks +- United States +problems_solved: +- Determine applicable scope and current sources for OCC Heightened Standards for Large Banks. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable heightened-standards applicability and governance brief without making an unsupported compliance claim. +industries: +- OCC-regulated covered banks +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- heightened-standards applicability and governance brief +commands: [] +skills: [] +evaluations: +- OCC Heightened Standards for Large Banks source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - financial + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: heightened-standards-large-banks +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# OCC Heightened Standards for Large Banks + +Use this bundle to prepare a reviewable **heightened-standards applicability and governance brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [heightened-standards applicability and governance brief](deliverables/heightened-standards-large-banks-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/heightened-standards-large-banks/log.md b/bundles/compliance/heightened-standards-large-banks/log.md new file mode 100644 index 000000000..2bdf004dd --- /dev/null +++ b/bundles/compliance/heightened-standards-large-banks/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: OCC Heightened Standards for Large Banks log +--- +# OCC Heightened Standards for Large Banks Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `heightened-standards-large-banks` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/heightened-standards-large-banks/overview.md b/bundles/compliance/heightened-standards-large-banks/overview.md new file mode 100644 index 000000000..bb3d9aa09 --- /dev/null +++ b/bundles/compliance/heightened-standards-large-banks/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: OCC Heightened Standards for Large Banks overview +description: Scope, evidence, and authority boundaries for OCC Heightened Standards for Large Banks. +--- +# OCC Heightened Standards for Large Banks Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for OCC Heightened Standards for Large Banks. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/heightened-standards-large-banks/references/index.md b/bundles/compliance/heightened-standards-large-banks/references/index.md new file mode 100644 index 000000000..15cbe718c --- /dev/null +++ b/bundles/compliance/heightened-standards-large-banks/references/index.md @@ -0,0 +1,16 @@ +--- +type: Reference Index +title: OCC Heightened Standards for Large Banks official references +description: Current official sources and applicability notes for OCC Heightened Standards for Large Banks. +--- +# Official Reference Index + +1. https://www.ecfr.gov/current/title-12/chapter-I/part-30/appendix-Appendix%20D%20to%20Part%2030 +2. https://www.occ.treas.gov/publications-and-resources/publications/comptrollers-handbook/files/corporate-risk-governance/pub-ch-corporate-risk.pdf + +## Current-Source Note + +Verify covered-bank status, average assets, reservation of authority, compliance date, risk-governance framework, front-line, independent risk management and internal audit roles, risk appetite, concentration and reporting limits, board oversight, talent, and evidence of effective challenge. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/heightened-standards-large-banks/workflows/index.md b/bundles/compliance/heightened-standards-large-banks/workflows/index.md new file mode 100644 index 000000000..e4bb3be6f --- /dev/null +++ b/bundles/compliance/heightened-standards-large-banks/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: OCC Heightened Standards for Large Banks workflows +--- +# OCC Heightened Standards for Large Banks Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/heightened-standards-large-banks/workflows/source-aware-workflow.md b/bundles/compliance/heightened-standards-large-banks/workflows/source-aware-workflow.md new file mode 100644 index 000000000..0d8e503ac --- /dev/null +++ b/bundles/compliance/heightened-standards-large-banks/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: OCC Heightened Standards for Large Banks source-aware workflow +description: Verify-first workflow for producing a reviewable heightened-standards applicability and governance brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the heightened-standards applicability and governance brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/hitech-act/deliverables/hitech-act-brief.md b/bundles/compliance/hitech-act/deliverables/hitech-act-brief.md new file mode 100644 index 000000000..2ba2288b5 --- /dev/null +++ b/bundles/compliance/hitech-act/deliverables/hitech-act-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: HITECH applicability and evidence brief +description: Review-ready template for HITECH Act Privacy, Security, Breach, and Enforcement Provisions evidence, decisions, validation, and controlled next actions. +--- +# HITECH applicability and evidence brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/hitech-act/deliverables/index.md b/bundles/compliance/hitech-act/deliverables/index.md new file mode 100644 index 000000000..ffaac24f2 --- /dev/null +++ b/bundles/compliance/hitech-act/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: HITECH Act Privacy, Security, Breach, and Enforcement Provisions deliverables +--- +# HITECH Act Privacy, Security, Breach, and Enforcement Provisions Deliverables + +- [HITECH applicability and evidence brief](hitech-act-brief.md) + diff --git a/bundles/compliance/hitech-act/evaluations/index.md b/bundles/compliance/hitech-act/evaluations/index.md new file mode 100644 index 000000000..a353fe089 --- /dev/null +++ b/bundles/compliance/hitech-act/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: HITECH Act Privacy, Security, Breach, and Enforcement Provisions evaluations +--- +# HITECH Act Privacy, Security, Breach, and Enforcement Provisions Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/hitech-act/evaluations/source-awareness-check.md b/bundles/compliance/hitech-act/evaluations/source-awareness-check.md new file mode 100644 index 000000000..e36ab6f27 --- /dev/null +++ b/bundles/compliance/hitech-act/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: HITECH Act Privacy, Security, Breach, and Enforcement Provisions source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# HITECH Act Privacy, Security, Breach, and Enforcement Provisions Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/hitech-act/index.md b/bundles/compliance/hitech-act/index.md new file mode 100644 index 000000000..42e00ded2 --- /dev/null +++ b/bundles/compliance/hitech-act/index.md @@ -0,0 +1,105 @@ +--- +type: Bundle Index +title: HITECH Act Privacy, Security, Breach, and Enforcement Provisions +description: Use current official sources and local evidence to prepare a review-ready HITECH applicability and evidence brief for HITECH Act Privacy, Security, Breach, and Enforcement Provisions. +category: compliance +version: 0.1.0 +tags: +- hitech +- compliance +- united-states +aliases: +- HITECH Act Privacy, Security, Breach, and Enforcement Provisions +- United States +problems_solved: +- Determine applicable scope and current sources for HITECH Act Privacy, Security, Breach, and Enforcement Provisions. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable HITECH applicability and evidence brief without making an unsupported compliance claim. +industries: +- HIPAA covered entities, business associates, and relevant health-technology organizations +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- HITECH applicability and evidence brief +commands: [] +skills: [] +evaluations: +- HITECH Act Privacy, Security, Breach, and Enforcement Provisions source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - medical + - privacy + - security + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: hitech-act +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# HITECH Act Privacy, Security, Breach, and Enforcement Provisions + +Use this bundle to prepare a reviewable **HITECH applicability and evidence brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [HITECH applicability and evidence brief](deliverables/hitech-act-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/hitech-act/log.md b/bundles/compliance/hitech-act/log.md new file mode 100644 index 000000000..c729bc7a4 --- /dev/null +++ b/bundles/compliance/hitech-act/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: HITECH Act Privacy, Security, Breach, and Enforcement Provisions log +--- +# HITECH Act Privacy, Security, Breach, and Enforcement Provisions Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `hitech-act` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/hitech-act/overview.md b/bundles/compliance/hitech-act/overview.md new file mode 100644 index 000000000..9dac6a4d8 --- /dev/null +++ b/bundles/compliance/hitech-act/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: HITECH Act Privacy, Security, Breach, and Enforcement Provisions overview +description: Scope, evidence, and authority boundaries for HITECH Act Privacy, Security, Breach, and Enforcement Provisions. +--- +# HITECH Act Privacy, Security, Breach, and Enforcement Provisions Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for HITECH Act Privacy, Security, Breach, and Enforcement Provisions. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/hitech-act/references/index.md b/bundles/compliance/hitech-act/references/index.md new file mode 100644 index 000000000..303acaecd --- /dev/null +++ b/bundles/compliance/hitech-act/references/index.md @@ -0,0 +1,17 @@ +--- +type: Reference Index +title: HITECH Act Privacy, Security, Breach, and Enforcement Provisions official references +description: Current official sources and applicability notes for HITECH Act Privacy, Security, Breach, and Enforcement Provisions. +--- +# Official Reference Index + +1. https://www.hhs.gov/hipaa/for-professionals/breach-notification/index.html +2. https://www.hhs.gov/hipaa/for-professionals/compliance-enforcement/state-attorneys-general/index.html +3. https://www.hhs.gov/hipaa/for-professionals/special-topics/hitech-act-enforcement-interim-final-rule/ + +## Current-Source Note + +Apply HITECH through the current HIPAA Privacy, Security, Breach Notification, and Enforcement Rules and any separate FTC health-breach regime. Verify entity role, PHI or PHR data, unsecured status, impermissible use/disclosure, risk assessment, business-associate duties, notice, EHR context, enforcement authority, and later amendments. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/hitech-act/workflows/index.md b/bundles/compliance/hitech-act/workflows/index.md new file mode 100644 index 000000000..130434dc5 --- /dev/null +++ b/bundles/compliance/hitech-act/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: HITECH Act Privacy, Security, Breach, and Enforcement Provisions workflows +--- +# HITECH Act Privacy, Security, Breach, and Enforcement Provisions Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/hitech-act/workflows/source-aware-workflow.md b/bundles/compliance/hitech-act/workflows/source-aware-workflow.md new file mode 100644 index 000000000..8f35d396a --- /dev/null +++ b/bundles/compliance/hitech-act/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: HITECH Act Privacy, Security, Breach, and Enforcement Provisions source-aware workflow +description: Verify-first workflow for producing a reviewable HITECH applicability and evidence brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the HITECH applicability and evidence brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/hmda-regulation-c/deliverables/hmda-regulation-c-brief.md b/bundles/compliance/hmda-regulation-c/deliverables/hmda-regulation-c-brief.md new file mode 100644 index 000000000..274c8d118 --- /dev/null +++ b/bundles/compliance/hmda-regulation-c/deliverables/hmda-regulation-c-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: HMDA applicability, data, and filing brief +description: Review-ready template for HMDA Reporting under Regulation C evidence, decisions, validation, and controlled next actions. +--- +# HMDA applicability, data, and filing brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/hmda-regulation-c/deliverables/index.md b/bundles/compliance/hmda-regulation-c/deliverables/index.md new file mode 100644 index 000000000..01e9d1911 --- /dev/null +++ b/bundles/compliance/hmda-regulation-c/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: HMDA Reporting under Regulation C deliverables +--- +# HMDA Reporting under Regulation C Deliverables + +- [HMDA applicability, data, and filing brief](hmda-regulation-c-brief.md) + diff --git a/bundles/compliance/hmda-regulation-c/evaluations/index.md b/bundles/compliance/hmda-regulation-c/evaluations/index.md new file mode 100644 index 000000000..29d14cdeb --- /dev/null +++ b/bundles/compliance/hmda-regulation-c/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: HMDA Reporting under Regulation C evaluations +--- +# HMDA Reporting under Regulation C Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/hmda-regulation-c/evaluations/source-awareness-check.md b/bundles/compliance/hmda-regulation-c/evaluations/source-awareness-check.md new file mode 100644 index 000000000..fd5bd2ca3 --- /dev/null +++ b/bundles/compliance/hmda-regulation-c/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: HMDA Reporting under Regulation C source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# HMDA Reporting under Regulation C Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/hmda-regulation-c/index.md b/bundles/compliance/hmda-regulation-c/index.md new file mode 100644 index 000000000..0117ed622 --- /dev/null +++ b/bundles/compliance/hmda-regulation-c/index.md @@ -0,0 +1,104 @@ +--- +type: Bundle Index +title: HMDA Reporting under Regulation C +description: Use current official sources and local evidence to prepare a review-ready HMDA applicability, data, and filing brief for HMDA Reporting under Regulation C. +category: compliance +version: 0.1.0 +tags: +- hmda +- compliance +- united-states +aliases: +- HMDA Reporting under Regulation C +- United States +problems_solved: +- Determine applicable scope and current sources for HMDA Reporting under Regulation C. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable HMDA applicability, data, and filing brief without making an unsupported compliance claim. +industries: +- Banks, credit unions, and mortgage lenders +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- HMDA applicability, data, and filing brief +commands: [] +skills: [] +evaluations: +- HMDA Reporting under Regulation C source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - financial + - privacy + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: hmda-regulation-c +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# HMDA Reporting under Regulation C + +Use this bundle to prepare a reviewable **HMDA applicability, data, and filing brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [HMDA applicability, data, and filing brief](deliverables/hmda-regulation-c-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/hmda-regulation-c/log.md b/bundles/compliance/hmda-regulation-c/log.md new file mode 100644 index 000000000..2cf4f1912 --- /dev/null +++ b/bundles/compliance/hmda-regulation-c/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: HMDA Reporting under Regulation C log +--- +# HMDA Reporting under Regulation C Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `hmda-regulation-c` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/hmda-regulation-c/overview.md b/bundles/compliance/hmda-regulation-c/overview.md new file mode 100644 index 000000000..3c5dcd8ed --- /dev/null +++ b/bundles/compliance/hmda-regulation-c/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: HMDA Reporting under Regulation C overview +description: Scope, evidence, and authority boundaries for HMDA Reporting under Regulation C. +--- +# HMDA Reporting under Regulation C Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for HMDA Reporting under Regulation C. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/hmda-regulation-c/references/index.md b/bundles/compliance/hmda-regulation-c/references/index.md new file mode 100644 index 000000000..735a10c0b --- /dev/null +++ b/bundles/compliance/hmda-regulation-c/references/index.md @@ -0,0 +1,17 @@ +--- +type: Reference Index +title: HMDA Reporting under Regulation C official references +description: Current official sources and applicability notes for HMDA Reporting under Regulation C. +--- +# Official Reference Index + +1. https://www.consumerfinance.gov/rules-policy/regulations/1003/ +2. https://www.consumerfinance.gov/rules-policy/final-rules/home-mortgage-disclosure-regulation-c-adjustment-asset-size-exemption-threshold/ +3. https://ffiec.cfpb.gov/ + +## Current-Source Note + +Use current Regulation C, official interpretations, annual Filing Instructions Guide, and HMDA Platform materials. Verify institution and transaction coverage, annual threshold changes, exemptions and partial exemptions, LAR data, ULI and geocoding, validation, quarterly duties if any, submission, disclosure, correction, and retention. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/hmda-regulation-c/workflows/index.md b/bundles/compliance/hmda-regulation-c/workflows/index.md new file mode 100644 index 000000000..d5e9a103f --- /dev/null +++ b/bundles/compliance/hmda-regulation-c/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: HMDA Reporting under Regulation C workflows +--- +# HMDA Reporting under Regulation C Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/hmda-regulation-c/workflows/source-aware-workflow.md b/bundles/compliance/hmda-regulation-c/workflows/source-aware-workflow.md new file mode 100644 index 000000000..6e731a5d8 --- /dev/null +++ b/bundles/compliance/hmda-regulation-c/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: HMDA Reporting under Regulation C source-aware workflow +description: Verify-first workflow for producing a reviewable HMDA applicability, data, and filing brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the HMDA applicability, data, and filing brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/hmrc-corporation-tax/deliverables/hmrc-corporation-tax-brief.md b/bundles/compliance/hmrc-corporation-tax/deliverables/hmrc-corporation-tax-brief.md new file mode 100644 index 000000000..a46d4aeb3 --- /dev/null +++ b/bundles/compliance/hmrc-corporation-tax/deliverables/hmrc-corporation-tax-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: Corporation Tax compliance calendar and filing brief +description: Review-ready template for HMRC Corporation Tax Registration, Return, and Payment evidence, decisions, validation, and controlled next actions. +--- +# Corporation Tax compliance calendar and filing brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/hmrc-corporation-tax/deliverables/index.md b/bundles/compliance/hmrc-corporation-tax/deliverables/index.md new file mode 100644 index 000000000..91018a392 --- /dev/null +++ b/bundles/compliance/hmrc-corporation-tax/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: HMRC Corporation Tax Registration, Return, and Payment deliverables +--- +# HMRC Corporation Tax Registration, Return, and Payment Deliverables + +- [Corporation Tax compliance calendar and filing brief](hmrc-corporation-tax-brief.md) + diff --git a/bundles/compliance/hmrc-corporation-tax/evaluations/index.md b/bundles/compliance/hmrc-corporation-tax/evaluations/index.md new file mode 100644 index 000000000..0e9fd79b0 --- /dev/null +++ b/bundles/compliance/hmrc-corporation-tax/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: HMRC Corporation Tax Registration, Return, and Payment evaluations +--- +# HMRC Corporation Tax Registration, Return, and Payment Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/hmrc-corporation-tax/evaluations/source-awareness-check.md b/bundles/compliance/hmrc-corporation-tax/evaluations/source-awareness-check.md new file mode 100644 index 000000000..42c0f345f --- /dev/null +++ b/bundles/compliance/hmrc-corporation-tax/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: HMRC Corporation Tax Registration, Return, and Payment source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# HMRC Corporation Tax Registration, Return, and Payment Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/hmrc-corporation-tax/index.md b/bundles/compliance/hmrc-corporation-tax/index.md new file mode 100644 index 000000000..87cca5bfb --- /dev/null +++ b/bundles/compliance/hmrc-corporation-tax/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: HMRC Corporation Tax Registration, Return, and Payment +description: Use current official sources and local evidence to prepare a review-ready Corporation Tax compliance calendar and filing brief for HMRC Corporation Tax Registration, Return, and Payment. +category: compliance +version: 0.1.0 +tags: +- hmrc +- compliance +- united-kingdom +aliases: +- HMRC Corporation Tax Registration, Return, and Payment +- United Kingdom +problems_solved: +- Determine the applicable scope and current source set for HMRC Corporation Tax Registration, Return, and Payment. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable Corporation Tax compliance calendar and filing brief without making an unsupported compliance claim. +industries: +- Companies and organizations within Corporation Tax +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- Corporation Tax compliance calendar and filing brief +commands: [] +skills: [] +evaluations: +- HMRC Corporation Tax Registration, Return, and Payment source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - tax + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: hmrc-corporation-tax +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# HMRC Corporation Tax Registration, Return, and Payment + +Use this bundle to prepare a reviewable **Corporation Tax compliance calendar and filing brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [Corporation Tax compliance calendar and filing brief](deliverables/hmrc-corporation-tax-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/hmrc-corporation-tax/log.md b/bundles/compliance/hmrc-corporation-tax/log.md new file mode 100644 index 000000000..9da12b4f6 --- /dev/null +++ b/bundles/compliance/hmrc-corporation-tax/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: HMRC Corporation Tax Registration, Return, and Payment log +--- +# HMRC Corporation Tax Registration, Return, and Payment Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `hmrc-corporation-tax` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/hmrc-corporation-tax/overview.md b/bundles/compliance/hmrc-corporation-tax/overview.md new file mode 100644 index 000000000..fe844a1db --- /dev/null +++ b/bundles/compliance/hmrc-corporation-tax/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: HMRC Corporation Tax Registration, Return, and Payment overview +description: Scope, evidence, and authority boundaries for HMRC Corporation Tax Registration, Return, and Payment. +--- +# HMRC Corporation Tax Registration, Return, and Payment Overview + +This bundle supports United Kingdom source inspection, applicability triage, evidence collection, and qualified review for HMRC Corporation Tax Registration, Return, and Payment. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/hmrc-corporation-tax/references/index.md b/bundles/compliance/hmrc-corporation-tax/references/index.md new file mode 100644 index 000000000..5ce1dc35e --- /dev/null +++ b/bundles/compliance/hmrc-corporation-tax/references/index.md @@ -0,0 +1,17 @@ +--- +type: Reference Index +title: HMRC Corporation Tax Registration, Return, and Payment official references +description: Current official sources and applicability notes for HMRC Corporation Tax Registration, Return, and Payment. +--- +# Official Reference Index + +1. https://www.gov.uk/corporation-tax +2. https://www.gov.uk/guidance/closure-of-the-service-to-file-your-company-accounts-and-tax-return +3. https://www.gov.uk/government/publications/corporation-tax-commercial-software-suppliers + +## Current-Source Note + +The joint HMRC/Companies House online filing service closed on 31 March 2026; from 1 April 2026 Company Tax Returns generally require commercial software. Verify chargeability, accounting period, registration, payment and return deadlines, CT600/iXBRL, reliefs, amendments, and exceptions. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/hmrc-corporation-tax/workflows/index.md b/bundles/compliance/hmrc-corporation-tax/workflows/index.md new file mode 100644 index 000000000..c6609ae00 --- /dev/null +++ b/bundles/compliance/hmrc-corporation-tax/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: HMRC Corporation Tax Registration, Return, and Payment workflows +--- +# HMRC Corporation Tax Registration, Return, and Payment Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/hmrc-corporation-tax/workflows/source-aware-workflow.md b/bundles/compliance/hmrc-corporation-tax/workflows/source-aware-workflow.md new file mode 100644 index 000000000..e16b61d16 --- /dev/null +++ b/bundles/compliance/hmrc-corporation-tax/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: HMRC Corporation Tax Registration, Return, and Payment source-aware workflow +description: Verify-first workflow for producing a reviewable Corporation Tax compliance calendar and filing brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the Corporation Tax compliance calendar and filing brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/hmrc-national-minimum-wage/deliverables/hmrc-national-minimum-wage-brief.md b/bundles/compliance/hmrc-national-minimum-wage/deliverables/hmrc-national-minimum-wage-brief.md new file mode 100644 index 000000000..873947d90 --- /dev/null +++ b/bundles/compliance/hmrc-national-minimum-wage/deliverables/hmrc-national-minimum-wage-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: Minimum Wage Compliance Review Brief +description: Review-ready template for National Minimum Wage / National Living Wage Compliance evidence, decisions, validation, and controlled next actions. +--- +# Minimum Wage Compliance Review Brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/hmrc-national-minimum-wage/deliverables/index.md b/bundles/compliance/hmrc-national-minimum-wage/deliverables/index.md new file mode 100644 index 000000000..a94b7735b --- /dev/null +++ b/bundles/compliance/hmrc-national-minimum-wage/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: National Minimum Wage / National Living Wage Compliance deliverables +--- +# National Minimum Wage / National Living Wage Compliance Deliverables + +- [Minimum Wage Compliance Review Brief](hmrc-national-minimum-wage-brief.md) + diff --git a/bundles/compliance/hmrc-national-minimum-wage/evaluations/index.md b/bundles/compliance/hmrc-national-minimum-wage/evaluations/index.md new file mode 100644 index 000000000..680d5e927 --- /dev/null +++ b/bundles/compliance/hmrc-national-minimum-wage/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: National Minimum Wage / National Living Wage Compliance evaluations +--- +# National Minimum Wage / National Living Wage Compliance Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/hmrc-national-minimum-wage/evaluations/source-awareness-check.md b/bundles/compliance/hmrc-national-minimum-wage/evaluations/source-awareness-check.md new file mode 100644 index 000000000..4cec6d387 --- /dev/null +++ b/bundles/compliance/hmrc-national-minimum-wage/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: National Minimum Wage / National Living Wage Compliance source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# National Minimum Wage / National Living Wage Compliance Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/hmrc-national-minimum-wage/index.md b/bundles/compliance/hmrc-national-minimum-wage/index.md new file mode 100644 index 000000000..feaafd14a --- /dev/null +++ b/bundles/compliance/hmrc-national-minimum-wage/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: National Minimum Wage / National Living Wage Compliance +description: Evidence-grounded guidance for National Minimum Wage and National Living Wage pay and record controls, with current-source, applicability, review, and authority controls. +category: compliance +version: 0.1.0 +tags: +- minimum-wage +- national-living-wage +- payroll +- hmrc +aliases: +- NMW and NLW +- UK minimum wage +problems_solved: +- Verify National Minimum Wage and National Living Wage pay and record controls applicability and current requirements +- Prepare a reviewable minimum wage compliance review brief +industries: +- Regulated organizations +- United Kingdom +tools: +[] +frameworks: +- Source-applicability-control-evidence review +deliverables: +- Minimum Wage Compliance Review Brief +commands: [] +skills: [] +evaluations: +- National Minimum Wage / National Living Wage Compliance source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - employment + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority. +- Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +- This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: hmrc-national-minimum-wage +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# National Minimum Wage / National Living Wage Compliance + +Use this bundle to prepare a reviewable **Minimum Wage Compliance Review Brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [Minimum Wage Compliance Review Brief](deliverables/hmrc-national-minimum-wage-brief.md) +- [Quality check](evaluations/source-awareness-check.md) diff --git a/bundles/compliance/hmrc-national-minimum-wage/log.md b/bundles/compliance/hmrc-national-minimum-wage/log.md new file mode 100644 index 000000000..7fe789aa0 --- /dev/null +++ b/bundles/compliance/hmrc-national-minimum-wage/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: National Minimum Wage / National Living Wage Compliance log +--- +# National Minimum Wage / National Living Wage Compliance Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `hmrc-national-minimum-wage` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/hmrc-national-minimum-wage/overview.md b/bundles/compliance/hmrc-national-minimum-wage/overview.md new file mode 100644 index 000000000..bef40fce5 --- /dev/null +++ b/bundles/compliance/hmrc-national-minimum-wage/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: National Minimum Wage / National Living Wage Compliance overview +description: Scope, evidence, and authority boundaries for National Minimum Wage / National Living Wage Compliance. +--- +# National Minimum Wage / National Living Wage Compliance Overview + +This bundle covers National Minimum Wage and National Living Wage pay and record controls in United Kingdom. Rates change annually. From April 2026 the published rates are GBP 12.71 for age 21 and over, GBP 10.85 for ages 18-20, and GBP 8.00 for under-18 and qualifying apprentices; worker status, age, pay-reference period, deductions, working time, and accommodation rules still require case-specific review. It supports evidence-grounded analysis and review preparation, not legal advice or a determination of compliance. + +## Evidence Contract + +Relevant evidence includes the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/hmrc-national-minimum-wage/references/index.md b/bundles/compliance/hmrc-national-minimum-wage/references/index.md new file mode 100644 index 000000000..ad39b5cf3 --- /dev/null +++ b/bundles/compliance/hmrc-national-minimum-wage/references/index.md @@ -0,0 +1,44 @@ +--- +type: Reference Guide +title: National Minimum Wage / National Living Wage Compliance Official Reference Index +description: Defines evidence-grounded planning, review, and controlled use for National Minimum Wage / National Living Wage Compliance. +tags: +- minimum-wage +- national-living-wage +- payroll +- hmrc +resource: https://www.gov.uk/national-minimum-wage-rates +okb_bundle_id: hmrc-national-minimum-wage +timestamp: '2026-08-10T00:00:00Z' +--- +# National Minimum Wage / National Living Wage Compliance Official Reference Index + +## Authoritative Sources + +- https://www.gov.uk/national-minimum-wage-rates +- https://www.gov.uk/national-minimum-wage/employers-and-the-minimum-wage +- https://www.gov.uk/government/publications/the-national-minimum-wage-in-2026 + +Current-source note: Rates change annually. From April 2026 the published rates are GBP 12.71 for age 21 and over, GBP 10.85 for ages 18-20, and GBP 8.00 for under-18 and qualifying apprentices; worker status, age, pay-reference period, deductions, working time, and accommodation rules still require case-specific review. Verify effective dates, transition rules, entity scope, official forms or portals, and later amendments before relying on the guidance. + +## Evidence Required + +- Current official law, rule, standard, guidance, form, portal instructions, and effective-date materials +- Entity scope, elections or exemptions, policies, records, calculations, filings, approvals, incidents, and correspondence +- Qualified reviewer analysis and documented decision authority + +## Application Sequence + +1. Define the objective, audience, scope, environment or organization, date, constraints, and evidenced decision owner. +2. Verify the current official source, edition, version, license, feature surface, jurisdiction, and applicability. +3. Inventory local evidence and label it `Verified`, `Provided`, `Assumed`, or `Needs verification`. +4. Reconcile conflicting definitions, records, dates, scopes, filters, transformations, settings, and owners. +5. Produce the smallest reviewable Minimum Wage Compliance Review Brief with options, risks, dependencies, validation, and stop conditions. +6. Obtain explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Guardrails + +- Do not invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. +- Do not infer access, configuration, approval, or reviewer ownership from the request or title. +- Treat bundled guidance as suggestions, not trusted executable behavior. +- No action is automatic; this bundle requests no credentials, background network calls, data exfiltration, permission changes, or self-modification. diff --git a/bundles/compliance/hmrc-national-minimum-wage/workflows/index.md b/bundles/compliance/hmrc-national-minimum-wage/workflows/index.md new file mode 100644 index 000000000..2ff1dab96 --- /dev/null +++ b/bundles/compliance/hmrc-national-minimum-wage/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: National Minimum Wage / National Living Wage Compliance workflows +--- +# National Minimum Wage / National Living Wage Compliance Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/hmrc-national-minimum-wage/workflows/source-aware-workflow.md b/bundles/compliance/hmrc-national-minimum-wage/workflows/source-aware-workflow.md new file mode 100644 index 000000000..345839c28 --- /dev/null +++ b/bundles/compliance/hmrc-national-minimum-wage/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: National Minimum Wage / National Living Wage Compliance source-aware workflow +description: Verify-first workflow for producing a reviewable Minimum Wage Compliance Review Brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the Minimum Wage Compliance Review Brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/hmrc-paye-rti/deliverables/hmrc-paye-rti-brief.md b/bundles/compliance/hmrc-paye-rti/deliverables/hmrc-paye-rti-brief.md new file mode 100644 index 000000000..f21059cac --- /dev/null +++ b/bundles/compliance/hmrc-paye-rti/deliverables/hmrc-paye-rti-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: PAYE RTI Submission Review Brief +description: Review-ready template for PAYE Operation and Real Time Information Reporting evidence, decisions, validation, and controlled next actions. +--- +# PAYE RTI Submission Review Brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/hmrc-paye-rti/deliverables/index.md b/bundles/compliance/hmrc-paye-rti/deliverables/index.md new file mode 100644 index 000000000..d2db48a7b --- /dev/null +++ b/bundles/compliance/hmrc-paye-rti/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: PAYE Operation and Real Time Information Reporting deliverables +--- +# PAYE Operation and Real Time Information Reporting Deliverables + +- [PAYE RTI Submission Review Brief](hmrc-paye-rti-brief.md) + diff --git a/bundles/compliance/hmrc-paye-rti/evaluations/index.md b/bundles/compliance/hmrc-paye-rti/evaluations/index.md new file mode 100644 index 000000000..deff22438 --- /dev/null +++ b/bundles/compliance/hmrc-paye-rti/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: PAYE Operation and Real Time Information Reporting evaluations +--- +# PAYE Operation and Real Time Information Reporting Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/hmrc-paye-rti/evaluations/source-awareness-check.md b/bundles/compliance/hmrc-paye-rti/evaluations/source-awareness-check.md new file mode 100644 index 000000000..f34f38142 --- /dev/null +++ b/bundles/compliance/hmrc-paye-rti/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: PAYE Operation and Real Time Information Reporting source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# PAYE Operation and Real Time Information Reporting Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/hmrc-paye-rti/index.md b/bundles/compliance/hmrc-paye-rti/index.md new file mode 100644 index 000000000..beb8b875b --- /dev/null +++ b/bundles/compliance/hmrc-paye-rti/index.md @@ -0,0 +1,104 @@ +--- +type: Bundle Index +title: PAYE Operation and Real Time Information Reporting +description: Evidence-grounded guidance for PAYE payroll operation and Real Time Information submissions, with current-source, applicability, review, and authority controls. +category: compliance +version: 0.1.0 +tags: +- paye +- rti +- payroll-reporting +- hmrc +aliases: +- PAYE RTI +- Real Time Information payroll reporting +problems_solved: +- Verify PAYE payroll operation and Real Time Information submissions applicability and current requirements +- Prepare a reviewable paye rti submission review brief +industries: +- Regulated organizations +- United Kingdom +tools: +[] +frameworks: +- Source-applicability-control-evidence review +deliverables: +- PAYE RTI Submission Review Brief +commands: [] +skills: [] +evaluations: +- PAYE Operation and Real Time Information Reporting source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - employment + - tax + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority. +- Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +- This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: hmrc-paye-rti +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# PAYE Operation and Real Time Information Reporting + +Use this bundle to prepare a reviewable **PAYE RTI Submission Review Brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [PAYE RTI Submission Review Brief](deliverables/hmrc-paye-rti-brief.md) +- [Quality check](evaluations/source-awareness-check.md) diff --git a/bundles/compliance/hmrc-paye-rti/log.md b/bundles/compliance/hmrc-paye-rti/log.md new file mode 100644 index 000000000..d9fb994b0 --- /dev/null +++ b/bundles/compliance/hmrc-paye-rti/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: PAYE Operation and Real Time Information Reporting log +--- +# PAYE Operation and Real Time Information Reporting Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `hmrc-paye-rti` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/hmrc-paye-rti/overview.md b/bundles/compliance/hmrc-paye-rti/overview.md new file mode 100644 index 000000000..6c18c14fd --- /dev/null +++ b/bundles/compliance/hmrc-paye-rti/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: PAYE Operation and Real Time Information Reporting overview +description: Scope, evidence, and authority boundaries for PAYE Operation and Real Time Information Reporting. +--- +# PAYE Operation and Real Time Information Reporting Overview + +This bundle covers PAYE payroll operation and Real Time Information submissions in United Kingdom. Current HMRC guidance requires an FPS each time employees are paid and uses EPS for specified employer-level adjustments or no-payment situations. Submission timing, late reasons, corrections, tax-year specifications, identifiers, and software validation must be verified for the payroll run. It supports evidence-grounded analysis and review preparation, not legal advice or a determination of compliance. + +## Evidence Contract + +Relevant evidence includes the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/hmrc-paye-rti/references/index.md b/bundles/compliance/hmrc-paye-rti/references/index.md new file mode 100644 index 000000000..5cfa1f3ac --- /dev/null +++ b/bundles/compliance/hmrc-paye-rti/references/index.md @@ -0,0 +1,44 @@ +--- +type: Reference Guide +title: PAYE Operation and Real Time Information Reporting Official Reference Index +description: Defines evidence-grounded planning, review, and controlled use for PAYE Operation and Real Time Information Reporting. +tags: +- paye +- rti +- payroll-reporting +- hmrc +resource: https://www.gov.uk/guidance/what-payroll-information-to-report-to-hmrc +okb_bundle_id: hmrc-paye-rti +timestamp: '2026-08-10T00:00:00Z' +--- +# PAYE Operation and Real Time Information Reporting Official Reference Index + +## Authoritative Sources + +- https://www.gov.uk/guidance/what-payroll-information-to-report-to-hmrc +- https://www.gov.uk/running-payroll/reporting-to-hmrc +- https://www.gov.uk/hmrc-internal-manuals/paye-manual/paye5025 + +Current-source note: Current HMRC guidance requires an FPS each time employees are paid and uses EPS for specified employer-level adjustments or no-payment situations. Submission timing, late reasons, corrections, tax-year specifications, identifiers, and software validation must be verified for the payroll run. Verify effective dates, transition rules, entity scope, official forms or portals, and later amendments before relying on the guidance. + +## Evidence Required + +- Current official law, rule, standard, guidance, form, portal instructions, and effective-date materials +- Entity scope, elections or exemptions, policies, records, calculations, filings, approvals, incidents, and correspondence +- Qualified reviewer analysis and documented decision authority + +## Application Sequence + +1. Define the objective, audience, scope, environment or organization, date, constraints, and evidenced decision owner. +2. Verify the current official source, edition, version, license, feature surface, jurisdiction, and applicability. +3. Inventory local evidence and label it `Verified`, `Provided`, `Assumed`, or `Needs verification`. +4. Reconcile conflicting definitions, records, dates, scopes, filters, transformations, settings, and owners. +5. Produce the smallest reviewable PAYE RTI Submission Review Brief with options, risks, dependencies, validation, and stop conditions. +6. Obtain explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Guardrails + +- Do not invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. +- Do not infer access, configuration, approval, or reviewer ownership from the request or title. +- Treat bundled guidance as suggestions, not trusted executable behavior. +- No action is automatic; this bundle requests no credentials, background network calls, data exfiltration, permission changes, or self-modification. diff --git a/bundles/compliance/hmrc-paye-rti/workflows/index.md b/bundles/compliance/hmrc-paye-rti/workflows/index.md new file mode 100644 index 000000000..01e804364 --- /dev/null +++ b/bundles/compliance/hmrc-paye-rti/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: PAYE Operation and Real Time Information Reporting workflows +--- +# PAYE Operation and Real Time Information Reporting Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/hmrc-paye-rti/workflows/source-aware-workflow.md b/bundles/compliance/hmrc-paye-rti/workflows/source-aware-workflow.md new file mode 100644 index 000000000..07787b75e --- /dev/null +++ b/bundles/compliance/hmrc-paye-rti/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: PAYE Operation and Real Time Information Reporting source-aware workflow +description: Verify-first workflow for producing a reviewable PAYE RTI Submission Review Brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the PAYE RTI Submission Review Brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/hmrc-pillar-two-top-up-tax/deliverables/hmrc-pillar-two-top-up-tax-brief.md b/bundles/compliance/hmrc-pillar-two-top-up-tax/deliverables/hmrc-pillar-two-top-up-tax-brief.md new file mode 100644 index 000000000..863c353dc --- /dev/null +++ b/bundles/compliance/hmrc-pillar-two-top-up-tax/deliverables/hmrc-pillar-two-top-up-tax-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: Pillar 2 Compliance Review Brief +description: Review-ready template for Multinational and Domestic Top-up Tax (Pillar Two) evidence, decisions, validation, and controlled next actions. +--- +# Pillar 2 Compliance Review Brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/hmrc-pillar-two-top-up-tax/deliverables/index.md b/bundles/compliance/hmrc-pillar-two-top-up-tax/deliverables/index.md new file mode 100644 index 000000000..60b14bb92 --- /dev/null +++ b/bundles/compliance/hmrc-pillar-two-top-up-tax/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: Multinational and Domestic Top-up Tax (Pillar Two) deliverables +--- +# Multinational and Domestic Top-up Tax (Pillar Two) Deliverables + +- [Pillar 2 Compliance Review Brief](hmrc-pillar-two-top-up-tax-brief.md) + diff --git a/bundles/compliance/hmrc-pillar-two-top-up-tax/evaluations/index.md b/bundles/compliance/hmrc-pillar-two-top-up-tax/evaluations/index.md new file mode 100644 index 000000000..50191d888 --- /dev/null +++ b/bundles/compliance/hmrc-pillar-two-top-up-tax/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: Multinational and Domestic Top-up Tax (Pillar Two) evaluations +--- +# Multinational and Domestic Top-up Tax (Pillar Two) Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/hmrc-pillar-two-top-up-tax/evaluations/source-awareness-check.md b/bundles/compliance/hmrc-pillar-two-top-up-tax/evaluations/source-awareness-check.md new file mode 100644 index 000000000..a0751f96f --- /dev/null +++ b/bundles/compliance/hmrc-pillar-two-top-up-tax/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: Multinational and Domestic Top-up Tax (Pillar Two) source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# Multinational and Domestic Top-up Tax (Pillar Two) Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/hmrc-pillar-two-top-up-tax/index.md b/bundles/compliance/hmrc-pillar-two-top-up-tax/index.md new file mode 100644 index 000000000..fce80185b --- /dev/null +++ b/bundles/compliance/hmrc-pillar-two-top-up-tax/index.md @@ -0,0 +1,104 @@ +--- +type: Bundle Index +title: Multinational and Domestic Top-up Tax (Pillar Two) +description: Evidence-grounded guidance for HMRC Pillar 2 top-up tax registration, calculation, return, and payment controls, with current-source, applicability, review, and authority controls. +category: compliance +version: 0.1.0 +tags: +- pillar-two +- hmrc +- corporate-tax +- tax-reporting +aliases: +- UK Pillar 2 top-up taxes +- MTT and DTT +problems_solved: +- Verify HMRC Pillar 2 top-up tax registration, calculation, return, and payment controls applicability and current requirements +- Prepare a reviewable pillar 2 compliance review brief +industries: +- Regulated organizations +- United Kingdom +tools: +[] +frameworks: +- Source-applicability-control-evidence review +deliverables: +- Pillar 2 Compliance Review Brief +commands: [] +skills: [] +evaluations: +- Multinational and Domestic Top-up Tax (Pillar Two) source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +- hmrc-corporation-tax +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - financial + - tax + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority. +- Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +- This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: hmrc-pillar-two-top-up-tax +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# Multinational and Domestic Top-up Tax (Pillar Two) + +Use this bundle to prepare a reviewable **Pillar 2 Compliance Review Brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [Pillar 2 Compliance Review Brief](deliverables/hmrc-pillar-two-top-up-tax-brief.md) +- [Quality check](evaluations/source-awareness-check.md) diff --git a/bundles/compliance/hmrc-pillar-two-top-up-tax/log.md b/bundles/compliance/hmrc-pillar-two-top-up-tax/log.md new file mode 100644 index 000000000..5b53df38c --- /dev/null +++ b/bundles/compliance/hmrc-pillar-two-top-up-tax/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: Multinational and Domestic Top-up Tax (Pillar Two) log +--- +# Multinational and Domestic Top-up Tax (Pillar Two) Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `hmrc-pillar-two-top-up-tax` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/hmrc-pillar-two-top-up-tax/overview.md b/bundles/compliance/hmrc-pillar-two-top-up-tax/overview.md new file mode 100644 index 000000000..1e656419a --- /dev/null +++ b/bundles/compliance/hmrc-pillar-two-top-up-tax/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: Multinational and Domestic Top-up Tax (Pillar Two) overview +description: Scope, evidence, and authority boundaries for Multinational and Domestic Top-up Tax (Pillar Two). +--- +# Multinational and Domestic Top-up Tax (Pillar Two) Overview + +This bundle covers HMRC Pillar 2 top-up tax registration, calculation, return, and payment controls in United Kingdom. HMRC's June 2026 force-of-law Notice 3 governs return submissions; current guidance distinguishes the GIR or overseas-return notification from the UK self-assessment return, and deadlines depend on the accounting period. It supports evidence-grounded analysis and review preparation, not legal advice or a determination of compliance. + +## Evidence Contract + +Relevant evidence includes the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/hmrc-pillar-two-top-up-tax/references/index.md b/bundles/compliance/hmrc-pillar-two-top-up-tax/references/index.md new file mode 100644 index 000000000..cc3f02448 --- /dev/null +++ b/bundles/compliance/hmrc-pillar-two-top-up-tax/references/index.md @@ -0,0 +1,44 @@ +--- +type: Reference Guide +title: Multinational and Domestic Top-up Tax (Pillar Two) Official Reference Index +description: Defines evidence-grounded planning, review, and controlled use for Multinational and Domestic Top-up Tax (Pillar Two). +tags: +- pillar-two +- hmrc +- corporate-tax +- tax-reporting +resource: https://www.gov.uk/government/publications/pillar-2-top-up-taxes-submission-of-returns-notice-3/notice-3-pillar-2-top-up-taxes-submission-of-returns +okb_bundle_id: hmrc-pillar-two-top-up-tax +timestamp: '2026-08-10T00:00:00Z' +--- +# Multinational and Domestic Top-up Tax (Pillar Two) Official Reference Index + +## Authoritative Sources + +- https://www.gov.uk/government/publications/pillar-2-top-up-taxes-submission-of-returns-notice-3/notice-3-pillar-2-top-up-taxes-submission-of-returns +- https://www.gov.uk/government/collections/domestic-top-up-tax-and-multinational-top-up-tax-detailed-information +- https://www.gov.uk/hmrc-internal-manuals/multinational-top-up-tax-and-domestic-top-up-tax + +Current-source note: HMRC's June 2026 force-of-law Notice 3 governs return submissions; current guidance distinguishes the GIR or overseas-return notification from the UK self-assessment return, and deadlines depend on the accounting period. Verify effective dates, transition rules, entity scope, official forms or portals, and later amendments before relying on the guidance. + +## Evidence Required + +- Current official law, rule, standard, guidance, form, portal instructions, and effective-date materials +- Entity scope, elections or exemptions, policies, records, calculations, filings, approvals, incidents, and correspondence +- Qualified reviewer analysis and documented decision authority + +## Application Sequence + +1. Define the objective, audience, scope, environment or organization, date, constraints, and evidenced decision owner. +2. Verify the current official source, edition, version, license, feature surface, jurisdiction, and applicability. +3. Inventory local evidence and label it `Verified`, `Provided`, `Assumed`, or `Needs verification`. +4. Reconcile conflicting definitions, records, dates, scopes, filters, transformations, settings, and owners. +5. Produce the smallest reviewable Pillar 2 Compliance Review Brief with options, risks, dependencies, validation, and stop conditions. +6. Obtain explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Guardrails + +- Do not invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. +- Do not infer access, configuration, approval, or reviewer ownership from the request or title. +- Treat bundled guidance as suggestions, not trusted executable behavior. +- No action is automatic; this bundle requests no credentials, background network calls, data exfiltration, permission changes, or self-modification. diff --git a/bundles/compliance/hmrc-pillar-two-top-up-tax/workflows/index.md b/bundles/compliance/hmrc-pillar-two-top-up-tax/workflows/index.md new file mode 100644 index 000000000..d218af381 --- /dev/null +++ b/bundles/compliance/hmrc-pillar-two-top-up-tax/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: Multinational and Domestic Top-up Tax (Pillar Two) workflows +--- +# Multinational and Domestic Top-up Tax (Pillar Two) Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/hmrc-pillar-two-top-up-tax/workflows/source-aware-workflow.md b/bundles/compliance/hmrc-pillar-two-top-up-tax/workflows/source-aware-workflow.md new file mode 100644 index 000000000..11d693c6b --- /dev/null +++ b/bundles/compliance/hmrc-pillar-two-top-up-tax/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: Multinational and Domestic Top-up Tax (Pillar Two) source-aware workflow +description: Verify-first workflow for producing a reviewable Pillar 2 Compliance Review Brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the Pillar 2 Compliance Review Brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/i-9-employment-eligibility-verification/deliverables/i-9-employment-eligibility-verification-brief.md b/bundles/compliance/i-9-employment-eligibility-verification/deliverables/i-9-employment-eligibility-verification-brief.md new file mode 100644 index 000000000..b03b7d30c --- /dev/null +++ b/bundles/compliance/i-9-employment-eligibility-verification/deliverables/i-9-employment-eligibility-verification-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: Form I-9 verification and retention brief +description: Review-ready template for Form I-9 Employment Eligibility Verification evidence, decisions, validation, and controlled next actions. +--- +# Form I-9 verification and retention brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/i-9-employment-eligibility-verification/deliverables/index.md b/bundles/compliance/i-9-employment-eligibility-verification/deliverables/index.md new file mode 100644 index 000000000..70758afc2 --- /dev/null +++ b/bundles/compliance/i-9-employment-eligibility-verification/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: Form I-9 Employment Eligibility Verification deliverables +--- +# Form I-9 Employment Eligibility Verification Deliverables + +- [Form I-9 verification and retention brief](i-9-employment-eligibility-verification-brief.md) + diff --git a/bundles/compliance/i-9-employment-eligibility-verification/evaluations/index.md b/bundles/compliance/i-9-employment-eligibility-verification/evaluations/index.md new file mode 100644 index 000000000..50fee46e0 --- /dev/null +++ b/bundles/compliance/i-9-employment-eligibility-verification/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: Form I-9 Employment Eligibility Verification evaluations +--- +# Form I-9 Employment Eligibility Verification Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/i-9-employment-eligibility-verification/evaluations/source-awareness-check.md b/bundles/compliance/i-9-employment-eligibility-verification/evaluations/source-awareness-check.md new file mode 100644 index 000000000..6dbf0dfe3 --- /dev/null +++ b/bundles/compliance/i-9-employment-eligibility-verification/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: Form I-9 Employment Eligibility Verification source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# Form I-9 Employment Eligibility Verification Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/i-9-employment-eligibility-verification/index.md b/bundles/compliance/i-9-employment-eligibility-verification/index.md new file mode 100644 index 000000000..bb2f9e77e --- /dev/null +++ b/bundles/compliance/i-9-employment-eligibility-verification/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: Form I-9 Employment Eligibility Verification +description: Use current official sources and local evidence to prepare a review-ready Form I-9 verification and retention brief for Form I-9 Employment Eligibility Verification. +category: compliance +version: 0.1.0 +tags: +- i +- compliance +- united-states +aliases: +- Form I-9 Employment Eligibility Verification +- United States +problems_solved: +- Determine applicable scope and current sources for Form I-9 Employment Eligibility Verification. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable Form I-9 verification and retention brief without making an unsupported compliance claim. +industries: +- Employers and authorized representatives +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- Form I-9 verification and retention brief +commands: [] +skills: [] +evaluations: +- Form I-9 Employment Eligibility Verification source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - employment + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: i-9-employment-eligibility-verification +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# Form I-9 Employment Eligibility Verification + +Use this bundle to prepare a reviewable **Form I-9 verification and retention brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [Form I-9 verification and retention brief](deliverables/i-9-employment-eligibility-verification-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/i-9-employment-eligibility-verification/log.md b/bundles/compliance/i-9-employment-eligibility-verification/log.md new file mode 100644 index 000000000..8823bb372 --- /dev/null +++ b/bundles/compliance/i-9-employment-eligibility-verification/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: Form I-9 Employment Eligibility Verification log +--- +# Form I-9 Employment Eligibility Verification Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `i-9-employment-eligibility-verification` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/i-9-employment-eligibility-verification/overview.md b/bundles/compliance/i-9-employment-eligibility-verification/overview.md new file mode 100644 index 000000000..645ddc9cb --- /dev/null +++ b/bundles/compliance/i-9-employment-eligibility-verification/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: Form I-9 Employment Eligibility Verification overview +description: Scope, evidence, and authority boundaries for Form I-9 Employment Eligibility Verification. +--- +# Form I-9 Employment Eligibility Verification Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for Form I-9 Employment Eligibility Verification. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/i-9-employment-eligibility-verification/references/index.md b/bundles/compliance/i-9-employment-eligibility-verification/references/index.md new file mode 100644 index 000000000..782974a04 --- /dev/null +++ b/bundles/compliance/i-9-employment-eligibility-verification/references/index.md @@ -0,0 +1,17 @@ +--- +type: Reference Index +title: Form I-9 Employment Eligibility Verification official references +description: Current official sources and applicability notes for Form I-9 Employment Eligibility Verification. +--- +# Official Reference Index + +1. https://www.uscis.gov/i-9 +2. https://www.uscis.gov/i-9-central/form-i-9-acceptable-documents +3. https://www.uscis.gov/i-9-central/remote-examination-of-documents + +## Current-Source Note + +Use the current form edition and USCIS instructions. Verify hire and reverification dates, employee and employer sections, original acceptable documents, anti-discrimination boundaries, authorized representative, retention, correction, inspection response, and eligibility for any DHS-authorized alternative document-examination procedure. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/i-9-employment-eligibility-verification/workflows/index.md b/bundles/compliance/i-9-employment-eligibility-verification/workflows/index.md new file mode 100644 index 000000000..19fbad887 --- /dev/null +++ b/bundles/compliance/i-9-employment-eligibility-verification/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: Form I-9 Employment Eligibility Verification workflows +--- +# Form I-9 Employment Eligibility Verification Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/i-9-employment-eligibility-verification/workflows/source-aware-workflow.md b/bundles/compliance/i-9-employment-eligibility-verification/workflows/source-aware-workflow.md new file mode 100644 index 000000000..143749f61 --- /dev/null +++ b/bundles/compliance/i-9-employment-eligibility-verification/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: Form I-9 Employment Eligibility Verification source-aware workflow +description: Verify-first workflow for producing a reviewable Form I-9 verification and retention brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the Form I-9 verification and retention brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/incoterms/deliverables/incoterms-brief.md b/bundles/compliance/incoterms/deliverables/incoterms-brief.md new file mode 100644 index 000000000..7e82ddc88 --- /dev/null +++ b/bundles/compliance/incoterms/deliverables/incoterms-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: Incoterms selection and contract-integration brief +description: Review-ready template for ICC Incoterms 2020 evidence, decisions, validation, and controlled next actions. +--- +# Incoterms selection and contract-integration brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/incoterms/deliverables/index.md b/bundles/compliance/incoterms/deliverables/index.md new file mode 100644 index 000000000..c93b00c9b --- /dev/null +++ b/bundles/compliance/incoterms/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: ICC Incoterms 2020 deliverables +--- +# ICC Incoterms 2020 Deliverables + +- [Incoterms selection and contract-integration brief](incoterms-brief.md) + diff --git a/bundles/compliance/incoterms/evaluations/index.md b/bundles/compliance/incoterms/evaluations/index.md new file mode 100644 index 000000000..8e48df109 --- /dev/null +++ b/bundles/compliance/incoterms/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: ICC Incoterms 2020 evaluations +--- +# ICC Incoterms 2020 Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/incoterms/evaluations/source-awareness-check.md b/bundles/compliance/incoterms/evaluations/source-awareness-check.md new file mode 100644 index 000000000..96e593835 --- /dev/null +++ b/bundles/compliance/incoterms/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: ICC Incoterms 2020 source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# ICC Incoterms 2020 Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/incoterms/index.md b/bundles/compliance/incoterms/index.md new file mode 100644 index 000000000..b7876f678 --- /dev/null +++ b/bundles/compliance/incoterms/index.md @@ -0,0 +1,102 @@ +--- +type: Bundle Index +title: ICC Incoterms 2020 +description: Use current official sources and local evidence to prepare a review-ready Incoterms selection and contract-integration brief for ICC Incoterms 2020. +category: compliance +version: 0.1.0 +tags: +- incoterms +- compliance +- international +aliases: +- ICC Incoterms 2020 +- International +problems_solved: +- Determine applicable scope and current sources for ICC Incoterms 2020. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable Incoterms selection and contract-integration brief without making an unsupported compliance claim. +industries: +- Parties to sale-of-goods contracts and logistics providers +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- Incoterms selection and contract-integration brief +commands: [] +skills: [] +evaluations: +- ICC Incoterms 2020 source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: incoterms +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# ICC Incoterms 2020 + +Use this bundle to prepare a reviewable **Incoterms selection and contract-integration brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [Incoterms selection and contract-integration brief](deliverables/incoterms-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/incoterms/log.md b/bundles/compliance/incoterms/log.md new file mode 100644 index 000000000..8009bf9d6 --- /dev/null +++ b/bundles/compliance/incoterms/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: ICC Incoterms 2020 log +--- +# ICC Incoterms 2020 Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `incoterms` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/incoterms/overview.md b/bundles/compliance/incoterms/overview.md new file mode 100644 index 000000000..4293c43c6 --- /dev/null +++ b/bundles/compliance/incoterms/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: ICC Incoterms 2020 overview +description: Scope, evidence, and authority boundaries for ICC Incoterms 2020. +--- +# ICC Incoterms 2020 Overview + +This bundle supports International source inspection, applicability triage, evidence collection, and qualified review for ICC Incoterms 2020. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/incoterms/references/index.md b/bundles/compliance/incoterms/references/index.md new file mode 100644 index 000000000..a9c77323e --- /dev/null +++ b/bundles/compliance/incoterms/references/index.md @@ -0,0 +1,16 @@ +--- +type: Reference Index +title: ICC Incoterms 2020 official references +description: Current official sources and applicability notes for ICC Incoterms 2020. +--- +# Official Reference Index + +1. https://iccwbo.org/business-solutions/incoterms-rules/incoterms-2020/ +2. https://iccwbo.org/news-publications/news/icc-releases-incoterms-2020/ + +## Current-Source Note + +Incoterms 2020 are ICC contractual rules, not a complete sale contract, payment rule, title rule, customs law, or transport contract. Verify named rule, exact named place or port, mode, delivery point, risk and cost transfer, carriage, insurance, export/import clearance, security, contract hierarchy, and governing law. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/incoterms/workflows/index.md b/bundles/compliance/incoterms/workflows/index.md new file mode 100644 index 000000000..30eb113dd --- /dev/null +++ b/bundles/compliance/incoterms/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: ICC Incoterms 2020 workflows +--- +# ICC Incoterms 2020 Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/incoterms/workflows/source-aware-workflow.md b/bundles/compliance/incoterms/workflows/source-aware-workflow.md new file mode 100644 index 000000000..c59319836 --- /dev/null +++ b/bundles/compliance/incoterms/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: ICC Incoterms 2020 source-aware workflow +description: Verify-first workflow for producing a reviewable Incoterms selection and contract-integration brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the Incoterms selection and contract-integration brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/information-security-standards-glba/deliverables/index.md b/bundles/compliance/information-security-standards-glba/deliverables/index.md new file mode 100644 index 000000000..b490080ca --- /dev/null +++ b/bundles/compliance/information-security-standards-glba/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: OCC Interagency Information Security Standards deliverables +--- +# OCC Interagency Information Security Standards Deliverables + +- [GLBA information-security program assessment](information-security-standards-glba-brief.md) + diff --git a/bundles/compliance/information-security-standards-glba/deliverables/information-security-standards-glba-brief.md b/bundles/compliance/information-security-standards-glba/deliverables/information-security-standards-glba-brief.md new file mode 100644 index 000000000..4376c78c3 --- /dev/null +++ b/bundles/compliance/information-security-standards-glba/deliverables/information-security-standards-glba-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: GLBA information-security program assessment +description: Review-ready template for OCC Interagency Information Security Standards evidence, decisions, validation, and controlled next actions. +--- +# GLBA information-security program assessment + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/information-security-standards-glba/evaluations/index.md b/bundles/compliance/information-security-standards-glba/evaluations/index.md new file mode 100644 index 000000000..d66dda419 --- /dev/null +++ b/bundles/compliance/information-security-standards-glba/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: OCC Interagency Information Security Standards evaluations +--- +# OCC Interagency Information Security Standards Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/information-security-standards-glba/evaluations/source-awareness-check.md b/bundles/compliance/information-security-standards-glba/evaluations/source-awareness-check.md new file mode 100644 index 000000000..ff6562a7b --- /dev/null +++ b/bundles/compliance/information-security-standards-glba/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: OCC Interagency Information Security Standards source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# OCC Interagency Information Security Standards Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/information-security-standards-glba/index.md b/bundles/compliance/information-security-standards-glba/index.md new file mode 100644 index 000000000..25de56005 --- /dev/null +++ b/bundles/compliance/information-security-standards-glba/index.md @@ -0,0 +1,105 @@ +--- +type: Bundle Index +title: OCC Interagency Information Security Standards +description: Use current official sources and local evidence to prepare a review-ready GLBA information-security program assessment for OCC Interagency Information Security Standards. +category: compliance +version: 0.1.0 +tags: +- information +- compliance +- united-states +aliases: +- OCC Interagency Information Security Standards +- United States +problems_solved: +- Determine applicable scope and current sources for OCC Interagency Information Security Standards. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable GLBA information-security program assessment without making an unsupported compliance claim. +industries: +- National banks and federal savings associations +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- GLBA information-security program assessment +commands: [] +skills: [] +evaluations: +- OCC Interagency Information Security Standards source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - financial + - privacy + - security + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: information-security-standards-glba +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# OCC Interagency Information Security Standards + +Use this bundle to prepare a reviewable **GLBA information-security program assessment** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [GLBA information-security program assessment](deliverables/information-security-standards-glba-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/information-security-standards-glba/log.md b/bundles/compliance/information-security-standards-glba/log.md new file mode 100644 index 000000000..adf41c505 --- /dev/null +++ b/bundles/compliance/information-security-standards-glba/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: OCC Interagency Information Security Standards log +--- +# OCC Interagency Information Security Standards Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `information-security-standards-glba` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/information-security-standards-glba/overview.md b/bundles/compliance/information-security-standards-glba/overview.md new file mode 100644 index 000000000..1c7001bc5 --- /dev/null +++ b/bundles/compliance/information-security-standards-glba/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: OCC Interagency Information Security Standards overview +description: Scope, evidence, and authority boundaries for OCC Interagency Information Security Standards. +--- +# OCC Interagency Information Security Standards Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for OCC Interagency Information Security Standards. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/information-security-standards-glba/references/index.md b/bundles/compliance/information-security-standards-glba/references/index.md new file mode 100644 index 000000000..51fc3e7ab --- /dev/null +++ b/bundles/compliance/information-security-standards-glba/references/index.md @@ -0,0 +1,16 @@ +--- +type: Reference Index +title: OCC Interagency Information Security Standards official references +description: Current official sources and applicability notes for OCC Interagency Information Security Standards. +--- +# Official Reference Index + +1. https://www.ecfr.gov/current/title-12/chapter-I/part-30/appendix-Appendix%20B%20to%20Part%2030 +2. https://www.occ.treas.gov/publications-and-resources/publications/cybersecurity-and-financial-system-resilience/files/pub-2024-cybersecurity-report.pdf + +## Current-Source Note + +This bundle covers OCC 12 CFR Part 30 Appendix B, not the FTC Safeguards Rule. Verify institution and customer-information scope, board-approved program, risk assessment, controls, service providers, monitoring, testing, adjustment, incident response, disposal, reporting, and other interagency or state overlays. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/information-security-standards-glba/workflows/index.md b/bundles/compliance/information-security-standards-glba/workflows/index.md new file mode 100644 index 000000000..251909067 --- /dev/null +++ b/bundles/compliance/information-security-standards-glba/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: OCC Interagency Information Security Standards workflows +--- +# OCC Interagency Information Security Standards Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/information-security-standards-glba/workflows/source-aware-workflow.md b/bundles/compliance/information-security-standards-glba/workflows/source-aware-workflow.md new file mode 100644 index 000000000..8a869ab1f --- /dev/null +++ b/bundles/compliance/information-security-standards-glba/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: OCC Interagency Information Security Standards source-aware workflow +description: Verify-first workflow for producing a reviewable GLBA information-security program assessment. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the GLBA information-security program assessment, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/irs-1099-information-returns/deliverables/index.md b/bundles/compliance/irs-1099-information-returns/deliverables/index.md new file mode 100644 index 000000000..5c1c4129e --- /dev/null +++ b/bundles/compliance/irs-1099-information-returns/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: IRS Form 1099 Reportable Payments deliverables +--- +# IRS Form 1099 Reportable Payments Deliverables + +- [1099 payment classification and filing brief](irs-1099-information-returns-brief.md) + diff --git a/bundles/compliance/irs-1099-information-returns/deliverables/irs-1099-information-returns-brief.md b/bundles/compliance/irs-1099-information-returns/deliverables/irs-1099-information-returns-brief.md new file mode 100644 index 000000000..8541298c2 --- /dev/null +++ b/bundles/compliance/irs-1099-information-returns/deliverables/irs-1099-information-returns-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: 1099 payment classification and filing brief +description: Review-ready template for IRS Form 1099 Reportable Payments evidence, decisions, validation, and controlled next actions. +--- +# 1099 payment classification and filing brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/irs-1099-information-returns/evaluations/index.md b/bundles/compliance/irs-1099-information-returns/evaluations/index.md new file mode 100644 index 000000000..cb1a742b3 --- /dev/null +++ b/bundles/compliance/irs-1099-information-returns/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: IRS Form 1099 Reportable Payments evaluations +--- +# IRS Form 1099 Reportable Payments Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/irs-1099-information-returns/evaluations/source-awareness-check.md b/bundles/compliance/irs-1099-information-returns/evaluations/source-awareness-check.md new file mode 100644 index 000000000..c4965d3fe --- /dev/null +++ b/bundles/compliance/irs-1099-information-returns/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: IRS Form 1099 Reportable Payments source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# IRS Form 1099 Reportable Payments Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/irs-1099-information-returns/index.md b/bundles/compliance/irs-1099-information-returns/index.md new file mode 100644 index 000000000..9b6f7a48b --- /dev/null +++ b/bundles/compliance/irs-1099-information-returns/index.md @@ -0,0 +1,104 @@ +--- +type: Bundle Index +title: IRS Form 1099 Reportable Payments +description: Use current official sources and local evidence to prepare a review-ready 1099 payment classification and filing brief for IRS Form 1099 Reportable Payments. +category: compliance +version: 0.1.0 +tags: +- irs +- compliance +- united-states +aliases: +- IRS Form 1099 Reportable Payments +- United States +problems_solved: +- Determine applicable scope and current sources for IRS Form 1099 Reportable Payments. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable 1099 payment classification and filing brief without making an unsupported compliance claim. +industries: +- Organizations making potentially reportable payments +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- 1099 payment classification and filing brief +commands: [] +skills: [] +evaluations: +- IRS Form 1099 Reportable Payments source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - tax + - financial + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: irs-1099-information-returns +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# IRS Form 1099 Reportable Payments + +Use this bundle to prepare a reviewable **1099 payment classification and filing brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [1099 payment classification and filing brief](deliverables/irs-1099-information-returns-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/irs-1099-information-returns/log.md b/bundles/compliance/irs-1099-information-returns/log.md new file mode 100644 index 000000000..da1d0ac30 --- /dev/null +++ b/bundles/compliance/irs-1099-information-returns/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: IRS Form 1099 Reportable Payments log +--- +# IRS Form 1099 Reportable Payments Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `irs-1099-information-returns` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/irs-1099-information-returns/overview.md b/bundles/compliance/irs-1099-information-returns/overview.md new file mode 100644 index 000000000..520d33760 --- /dev/null +++ b/bundles/compliance/irs-1099-information-returns/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: IRS Form 1099 Reportable Payments overview +description: Scope, evidence, and authority boundaries for IRS Form 1099 Reportable Payments. +--- +# IRS Form 1099 Reportable Payments Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for IRS Form 1099 Reportable Payments. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/irs-1099-information-returns/references/index.md b/bundles/compliance/irs-1099-information-returns/references/index.md new file mode 100644 index 000000000..e6773c13b --- /dev/null +++ b/bundles/compliance/irs-1099-information-returns/references/index.md @@ -0,0 +1,17 @@ +--- +type: Reference Index +title: IRS Form 1099 Reportable Payments official references +description: Current official sources and applicability notes for IRS Form 1099 Reportable Payments. +--- +# Official Reference Index + +1. https://www.irs.gov/publications/p1099 +2. https://www.irs.gov/businesses/small-businesses-self-employed/am-i-required-to-file-a-form-1099-or-other-information-return +3. https://www.irs.gov/filing/e-file-information-returns-with-iris + +## Current-Source Note + +Use the applicable tax-year Publication 1099 and form-specific instructions. Classify payee, payment, amount and exception before selecting a form; verify W-9/TIN evidence, backup withholding, recipient and IRS dates, corrections, state filing, and aggregate electronic-filing threshold. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/irs-1099-information-returns/workflows/index.md b/bundles/compliance/irs-1099-information-returns/workflows/index.md new file mode 100644 index 000000000..3647858eb --- /dev/null +++ b/bundles/compliance/irs-1099-information-returns/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: IRS Form 1099 Reportable Payments workflows +--- +# IRS Form 1099 Reportable Payments Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/irs-1099-information-returns/workflows/source-aware-workflow.md b/bundles/compliance/irs-1099-information-returns/workflows/source-aware-workflow.md new file mode 100644 index 000000000..a01cc9f26 --- /dev/null +++ b/bundles/compliance/irs-1099-information-returns/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: IRS Form 1099 Reportable Payments source-aware workflow +description: Verify-first workflow for producing a reviewable 1099 payment classification and filing brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the 1099 payment classification and filing brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/irs-501r-charitable-hospitals/deliverables/index.md b/bundles/compliance/irs-501r-charitable-hospitals/deliverables/index.md new file mode 100644 index 000000000..c96a2ddb5 --- /dev/null +++ b/bundles/compliance/irs-501r-charitable-hospitals/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: IRC Section 501(r) Charitable Hospital Requirements deliverables +--- +# IRC Section 501(r) Charitable Hospital Requirements Deliverables + +- [Section 501(r) hospital compliance brief](irs-501r-charitable-hospitals-brief.md) + diff --git a/bundles/compliance/irs-501r-charitable-hospitals/deliverables/irs-501r-charitable-hospitals-brief.md b/bundles/compliance/irs-501r-charitable-hospitals/deliverables/irs-501r-charitable-hospitals-brief.md new file mode 100644 index 000000000..6fd905317 --- /dev/null +++ b/bundles/compliance/irs-501r-charitable-hospitals/deliverables/irs-501r-charitable-hospitals-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: Section 501(r) hospital compliance brief +description: Review-ready template for IRC Section 501(r) Charitable Hospital Requirements evidence, decisions, validation, and controlled next actions. +--- +# Section 501(r) hospital compliance brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/irs-501r-charitable-hospitals/evaluations/index.md b/bundles/compliance/irs-501r-charitable-hospitals/evaluations/index.md new file mode 100644 index 000000000..0725c5632 --- /dev/null +++ b/bundles/compliance/irs-501r-charitable-hospitals/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: IRC Section 501(r) Charitable Hospital Requirements evaluations +--- +# IRC Section 501(r) Charitable Hospital Requirements Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/irs-501r-charitable-hospitals/evaluations/source-awareness-check.md b/bundles/compliance/irs-501r-charitable-hospitals/evaluations/source-awareness-check.md new file mode 100644 index 000000000..a88bb9a0d --- /dev/null +++ b/bundles/compliance/irs-501r-charitable-hospitals/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: IRC Section 501(r) Charitable Hospital Requirements source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# IRC Section 501(r) Charitable Hospital Requirements Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/irs-501r-charitable-hospitals/index.md b/bundles/compliance/irs-501r-charitable-hospitals/index.md new file mode 100644 index 000000000..1c8dd5ba9 --- /dev/null +++ b/bundles/compliance/irs-501r-charitable-hospitals/index.md @@ -0,0 +1,105 @@ +--- +type: Bundle Index +title: IRC Section 501(r) Charitable Hospital Requirements +description: Use current official sources and local evidence to prepare a review-ready Section 501(r) hospital compliance brief for IRC Section 501(r) Charitable Hospital Requirements. +category: compliance +version: 0.1.0 +tags: +- irs +- compliance +- united-states +aliases: +- IRC Section 501(r) Charitable Hospital Requirements +- United States +problems_solved: +- Determine applicable scope and current sources for IRC Section 501(r) Charitable Hospital Requirements. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable Section 501(r) hospital compliance brief without making an unsupported compliance claim. +industries: +- 501(c)(3) hospital organizations +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- Section 501(r) hospital compliance brief +commands: [] +skills: [] +evaluations: +- IRC Section 501(r) Charitable Hospital Requirements source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - medical + - tax + - financial + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: irs-501r-charitable-hospitals +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# IRC Section 501(r) Charitable Hospital Requirements + +Use this bundle to prepare a reviewable **Section 501(r) hospital compliance brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [Section 501(r) hospital compliance brief](deliverables/irs-501r-charitable-hospitals-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/irs-501r-charitable-hospitals/log.md b/bundles/compliance/irs-501r-charitable-hospitals/log.md new file mode 100644 index 000000000..ff74f28d2 --- /dev/null +++ b/bundles/compliance/irs-501r-charitable-hospitals/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: IRC Section 501(r) Charitable Hospital Requirements log +--- +# IRC Section 501(r) Charitable Hospital Requirements Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `irs-501r-charitable-hospitals` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/irs-501r-charitable-hospitals/overview.md b/bundles/compliance/irs-501r-charitable-hospitals/overview.md new file mode 100644 index 000000000..a8a8f3d83 --- /dev/null +++ b/bundles/compliance/irs-501r-charitable-hospitals/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: IRC Section 501(r) Charitable Hospital Requirements overview +description: Scope, evidence, and authority boundaries for IRC Section 501(r) Charitable Hospital Requirements. +--- +# IRC Section 501(r) Charitable Hospital Requirements Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for IRC Section 501(r) Charitable Hospital Requirements. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/irs-501r-charitable-hospitals/references/index.md b/bundles/compliance/irs-501r-charitable-hospitals/references/index.md new file mode 100644 index 000000000..ddbdb786b --- /dev/null +++ b/bundles/compliance/irs-501r-charitable-hospitals/references/index.md @@ -0,0 +1,16 @@ +--- +type: Reference Index +title: IRC Section 501(r) Charitable Hospital Requirements official references +description: Current official sources and applicability notes for IRC Section 501(r) Charitable Hospital Requirements. +--- +# Official Reference Index + +1. https://www.irs.gov/charities-non-profits/charitable-organizations/requirements-for-501c3-hospitals-under-the-affordable-care-act-section-501r +2. https://www.irs.gov/charities-non-profits/financial-assistance-policies-faps + +## Current-Source Note + +Assess each hospital facility and requirement separately: CHNA and implementation strategy, financial assistance and emergency care policies, limits on charges, reasonable efforts before extraordinary collection actions, reporting, translations and publicity. Verify facility, tax year, community, providers, billing practices, board adoption, and correction rules. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/irs-501r-charitable-hospitals/workflows/index.md b/bundles/compliance/irs-501r-charitable-hospitals/workflows/index.md new file mode 100644 index 000000000..5e7255246 --- /dev/null +++ b/bundles/compliance/irs-501r-charitable-hospitals/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: IRC Section 501(r) Charitable Hospital Requirements workflows +--- +# IRC Section 501(r) Charitable Hospital Requirements Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/irs-501r-charitable-hospitals/workflows/source-aware-workflow.md b/bundles/compliance/irs-501r-charitable-hospitals/workflows/source-aware-workflow.md new file mode 100644 index 000000000..af4642cd2 --- /dev/null +++ b/bundles/compliance/irs-501r-charitable-hospitals/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: IRC Section 501(r) Charitable Hospital Requirements source-aware workflow +description: Verify-first workflow for producing a reviewable Section 501(r) hospital compliance brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the Section 501(r) hospital compliance brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/irs-donor-substantiation-acknowledgment/deliverables/index.md b/bundles/compliance/irs-donor-substantiation-acknowledgment/deliverables/index.md new file mode 100644 index 000000000..361bb561d --- /dev/null +++ b/bundles/compliance/irs-donor-substantiation-acknowledgment/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: IRS Donor Substantiation and Written Acknowledgments deliverables +--- +# IRS Donor Substantiation and Written Acknowledgments Deliverables + +- [donor acknowledgment and disclosure brief](irs-donor-substantiation-acknowledgment-brief.md) + diff --git a/bundles/compliance/irs-donor-substantiation-acknowledgment/deliverables/irs-donor-substantiation-acknowledgment-brief.md b/bundles/compliance/irs-donor-substantiation-acknowledgment/deliverables/irs-donor-substantiation-acknowledgment-brief.md new file mode 100644 index 000000000..9c2de3a90 --- /dev/null +++ b/bundles/compliance/irs-donor-substantiation-acknowledgment/deliverables/irs-donor-substantiation-acknowledgment-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: donor acknowledgment and disclosure brief +description: Review-ready template for IRS Donor Substantiation and Written Acknowledgments evidence, decisions, validation, and controlled next actions. +--- +# donor acknowledgment and disclosure brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/irs-donor-substantiation-acknowledgment/evaluations/index.md b/bundles/compliance/irs-donor-substantiation-acknowledgment/evaluations/index.md new file mode 100644 index 000000000..7d3096eb8 --- /dev/null +++ b/bundles/compliance/irs-donor-substantiation-acknowledgment/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: IRS Donor Substantiation and Written Acknowledgments evaluations +--- +# IRS Donor Substantiation and Written Acknowledgments Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/irs-donor-substantiation-acknowledgment/evaluations/source-awareness-check.md b/bundles/compliance/irs-donor-substantiation-acknowledgment/evaluations/source-awareness-check.md new file mode 100644 index 000000000..dcba3496a --- /dev/null +++ b/bundles/compliance/irs-donor-substantiation-acknowledgment/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: IRS Donor Substantiation and Written Acknowledgments source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# IRS Donor Substantiation and Written Acknowledgments Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/irs-donor-substantiation-acknowledgment/index.md b/bundles/compliance/irs-donor-substantiation-acknowledgment/index.md new file mode 100644 index 000000000..b54eae038 --- /dev/null +++ b/bundles/compliance/irs-donor-substantiation-acknowledgment/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: IRS Donor Substantiation and Written Acknowledgments +description: Use current official sources and local evidence to prepare a review-ready donor acknowledgment and disclosure brief for IRS Donor Substantiation and Written Acknowledgments. +category: compliance +version: 0.1.0 +tags: +- irs +- compliance +- united-states +aliases: +- IRS Donor Substantiation and Written Acknowledgments +- United States +problems_solved: +- Determine the applicable scope and current source set for IRS Donor Substantiation and Written Acknowledgments. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable donor acknowledgment and disclosure brief without making an unsupported compliance claim. +industries: +- Charitable organizations and donors +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- donor acknowledgment and disclosure brief +commands: [] +skills: [] +evaluations: +- IRS Donor Substantiation and Written Acknowledgments source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - tax + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: irs-donor-substantiation-acknowledgment +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# IRS Donor Substantiation and Written Acknowledgments + +Use this bundle to prepare a reviewable **donor acknowledgment and disclosure brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [donor acknowledgment and disclosure brief](deliverables/irs-donor-substantiation-acknowledgment-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/irs-donor-substantiation-acknowledgment/log.md b/bundles/compliance/irs-donor-substantiation-acknowledgment/log.md new file mode 100644 index 000000000..0e2add028 --- /dev/null +++ b/bundles/compliance/irs-donor-substantiation-acknowledgment/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: IRS Donor Substantiation and Written Acknowledgments log +--- +# IRS Donor Substantiation and Written Acknowledgments Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `irs-donor-substantiation-acknowledgment` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/irs-donor-substantiation-acknowledgment/overview.md b/bundles/compliance/irs-donor-substantiation-acknowledgment/overview.md new file mode 100644 index 000000000..1ecd4c8c7 --- /dev/null +++ b/bundles/compliance/irs-donor-substantiation-acknowledgment/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: IRS Donor Substantiation and Written Acknowledgments overview +description: Scope, evidence, and authority boundaries for IRS Donor Substantiation and Written Acknowledgments. +--- +# IRS Donor Substantiation and Written Acknowledgments Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for IRS Donor Substantiation and Written Acknowledgments. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/irs-donor-substantiation-acknowledgment/references/index.md b/bundles/compliance/irs-donor-substantiation-acknowledgment/references/index.md new file mode 100644 index 000000000..3bddef95b --- /dev/null +++ b/bundles/compliance/irs-donor-substantiation-acknowledgment/references/index.md @@ -0,0 +1,17 @@ +--- +type: Reference Index +title: IRS Donor Substantiation and Written Acknowledgments official references +description: Current official sources and applicability notes for IRS Donor Substantiation and Written Acknowledgments. +--- +# Official Reference Index + +1. https://www.irs.gov/charities-non-profits/charitable-organizations/charitable-organizations-substantiation-and-disclosure-requirements +2. https://www.irs.gov/charities-non-profits/substantiating-charitable-contributions +3. https://www.irs.gov/pub/irs-pdf/p1771.pdf + +## Current-Source Note + +A donor generally needs a contemporaneous written acknowledgment for each contribution of $250 or more; organizations have a separate disclosure duty for quid pro quo contributions over $75. Verify cash/noncash, goods or services, timing, valuation boundaries, vehicles, appraisals, and current IRS guidance. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/irs-donor-substantiation-acknowledgment/workflows/index.md b/bundles/compliance/irs-donor-substantiation-acknowledgment/workflows/index.md new file mode 100644 index 000000000..4145306fe --- /dev/null +++ b/bundles/compliance/irs-donor-substantiation-acknowledgment/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: IRS Donor Substantiation and Written Acknowledgments workflows +--- +# IRS Donor Substantiation and Written Acknowledgments Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/irs-donor-substantiation-acknowledgment/workflows/source-aware-workflow.md b/bundles/compliance/irs-donor-substantiation-acknowledgment/workflows/source-aware-workflow.md new file mode 100644 index 000000000..86b27dfcc --- /dev/null +++ b/bundles/compliance/irs-donor-substantiation-acknowledgment/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: IRS Donor Substantiation and Written Acknowledgments source-aware workflow +description: Verify-first workflow for producing a reviewable donor acknowledgment and disclosure brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the donor acknowledgment and disclosure brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/irs-employer-tax-registration-filing/deliverables/index.md b/bundles/compliance/irs-employer-tax-registration-filing/deliverables/index.md new file mode 100644 index 000000000..9eca5a96c --- /dev/null +++ b/bundles/compliance/irs-employer-tax-registration-filing/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: IRS Employer Tax Registration, Withholding, Deposits, and Filing deliverables +--- +# IRS Employer Tax Registration, Withholding, Deposits, and Filing Deliverables + +- [employer tax setup and compliance calendar](irs-employer-tax-registration-filing-brief.md) + diff --git a/bundles/compliance/irs-employer-tax-registration-filing/deliverables/irs-employer-tax-registration-filing-brief.md b/bundles/compliance/irs-employer-tax-registration-filing/deliverables/irs-employer-tax-registration-filing-brief.md new file mode 100644 index 000000000..1f1ca2c33 --- /dev/null +++ b/bundles/compliance/irs-employer-tax-registration-filing/deliverables/irs-employer-tax-registration-filing-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: employer tax setup and compliance calendar +description: Review-ready template for IRS Employer Tax Registration, Withholding, Deposits, and Filing evidence, decisions, validation, and controlled next actions. +--- +# employer tax setup and compliance calendar + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/irs-employer-tax-registration-filing/evaluations/index.md b/bundles/compliance/irs-employer-tax-registration-filing/evaluations/index.md new file mode 100644 index 000000000..a0bf61915 --- /dev/null +++ b/bundles/compliance/irs-employer-tax-registration-filing/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: IRS Employer Tax Registration, Withholding, Deposits, and Filing evaluations +--- +# IRS Employer Tax Registration, Withholding, Deposits, and Filing Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/irs-employer-tax-registration-filing/evaluations/source-awareness-check.md b/bundles/compliance/irs-employer-tax-registration-filing/evaluations/source-awareness-check.md new file mode 100644 index 000000000..c305df950 --- /dev/null +++ b/bundles/compliance/irs-employer-tax-registration-filing/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: IRS Employer Tax Registration, Withholding, Deposits, and Filing source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# IRS Employer Tax Registration, Withholding, Deposits, and Filing Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/irs-employer-tax-registration-filing/index.md b/bundles/compliance/irs-employer-tax-registration-filing/index.md new file mode 100644 index 000000000..77bb47fd6 --- /dev/null +++ b/bundles/compliance/irs-employer-tax-registration-filing/index.md @@ -0,0 +1,105 @@ +--- +type: Bundle Index +title: IRS Employer Tax Registration, Withholding, Deposits, and Filing +description: Use current official sources and local evidence to prepare a review-ready employer tax setup and compliance calendar for IRS Employer Tax Registration, Withholding, Deposits, and Filing. +category: compliance +version: 0.1.0 +tags: +- irs +- compliance +- united-states +aliases: +- IRS Employer Tax Registration, Withholding, Deposits, and Filing +- United States +problems_solved: +- Determine applicable scope and current sources for IRS Employer Tax Registration, Withholding, Deposits, and Filing. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable employer tax setup and compliance calendar without making an unsupported compliance claim. +industries: +- Employers +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- employer tax setup and compliance calendar +commands: [] +skills: [] +evaluations: +- IRS Employer Tax Registration, Withholding, Deposits, and Filing source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - tax + - employment + - financial + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: irs-employer-tax-registration-filing +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# IRS Employer Tax Registration, Withholding, Deposits, and Filing + +Use this bundle to prepare a reviewable **employer tax setup and compliance calendar** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [employer tax setup and compliance calendar](deliverables/irs-employer-tax-registration-filing-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/irs-employer-tax-registration-filing/log.md b/bundles/compliance/irs-employer-tax-registration-filing/log.md new file mode 100644 index 000000000..172ba9ed6 --- /dev/null +++ b/bundles/compliance/irs-employer-tax-registration-filing/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: IRS Employer Tax Registration, Withholding, Deposits, and Filing log +--- +# IRS Employer Tax Registration, Withholding, Deposits, and Filing Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `irs-employer-tax-registration-filing` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/irs-employer-tax-registration-filing/overview.md b/bundles/compliance/irs-employer-tax-registration-filing/overview.md new file mode 100644 index 000000000..9d918173b --- /dev/null +++ b/bundles/compliance/irs-employer-tax-registration-filing/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: IRS Employer Tax Registration, Withholding, Deposits, and Filing overview +description: Scope, evidence, and authority boundaries for IRS Employer Tax Registration, Withholding, Deposits, and Filing. +--- +# IRS Employer Tax Registration, Withholding, Deposits, and Filing Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for IRS Employer Tax Registration, Withholding, Deposits, and Filing. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/irs-employer-tax-registration-filing/references/index.md b/bundles/compliance/irs-employer-tax-registration-filing/references/index.md new file mode 100644 index 000000000..9ff6f75ab --- /dev/null +++ b/bundles/compliance/irs-employer-tax-registration-filing/references/index.md @@ -0,0 +1,17 @@ +--- +type: Reference Index +title: IRS Employer Tax Registration, Withholding, Deposits, and Filing official references +description: Current official sources and applicability notes for IRS Employer Tax Registration, Withholding, Deposits, and Filing. +--- +# Official Reference Index + +1. https://www.irs.gov/publications/p15 +2. https://www.irs.gov/forms-pubs/about-publication-15 +3. https://www.irs.gov/businesses/small-businesses-self-employed/employment-taxes + +## Current-Source Note + +Use Publication 15 for the current year plus form-specific instructions. Verify EIN, worker status, W-4, taxable wages and fringe benefits, withholding, Social Security and Medicare, FUTA, deposit lookback and schedule, next-day rule, Forms 940/941/944, corrections, W-2/W-3, record retention, and state obligations. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/irs-employer-tax-registration-filing/workflows/index.md b/bundles/compliance/irs-employer-tax-registration-filing/workflows/index.md new file mode 100644 index 000000000..6a6720b52 --- /dev/null +++ b/bundles/compliance/irs-employer-tax-registration-filing/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: IRS Employer Tax Registration, Withholding, Deposits, and Filing workflows +--- +# IRS Employer Tax Registration, Withholding, Deposits, and Filing Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/irs-employer-tax-registration-filing/workflows/source-aware-workflow.md b/bundles/compliance/irs-employer-tax-registration-filing/workflows/source-aware-workflow.md new file mode 100644 index 000000000..b3cf1c224 --- /dev/null +++ b/bundles/compliance/irs-employer-tax-registration-filing/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: IRS Employer Tax Registration, Withholding, Deposits, and Filing source-aware workflow +description: Verify-first workflow for producing a reviewable employer tax setup and compliance calendar. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the employer tax setup and compliance calendar, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/irs-employment-tax-returns/deliverables/index.md b/bundles/compliance/irs-employment-tax-returns/deliverables/index.md new file mode 100644 index 000000000..345e966a3 --- /dev/null +++ b/bundles/compliance/irs-employment-tax-returns/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: Employer Employment Tax and Wage Reporting deliverables +--- +# Employer Employment Tax and Wage Reporting Deliverables + +- [employment-tax return reconciliation brief](irs-employment-tax-returns-brief.md) + diff --git a/bundles/compliance/irs-employment-tax-returns/deliverables/irs-employment-tax-returns-brief.md b/bundles/compliance/irs-employment-tax-returns/deliverables/irs-employment-tax-returns-brief.md new file mode 100644 index 000000000..2a80727f7 --- /dev/null +++ b/bundles/compliance/irs-employment-tax-returns/deliverables/irs-employment-tax-returns-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: employment-tax return reconciliation brief +description: Review-ready template for Employer Employment Tax and Wage Reporting evidence, decisions, validation, and controlled next actions. +--- +# employment-tax return reconciliation brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/irs-employment-tax-returns/evaluations/index.md b/bundles/compliance/irs-employment-tax-returns/evaluations/index.md new file mode 100644 index 000000000..a19429637 --- /dev/null +++ b/bundles/compliance/irs-employment-tax-returns/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: Employer Employment Tax and Wage Reporting evaluations +--- +# Employer Employment Tax and Wage Reporting Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/irs-employment-tax-returns/evaluations/source-awareness-check.md b/bundles/compliance/irs-employment-tax-returns/evaluations/source-awareness-check.md new file mode 100644 index 000000000..57afaf9f2 --- /dev/null +++ b/bundles/compliance/irs-employment-tax-returns/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: Employer Employment Tax and Wage Reporting source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# Employer Employment Tax and Wage Reporting Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/irs-employment-tax-returns/index.md b/bundles/compliance/irs-employment-tax-returns/index.md new file mode 100644 index 000000000..14d900aee --- /dev/null +++ b/bundles/compliance/irs-employment-tax-returns/index.md @@ -0,0 +1,104 @@ +--- +type: Bundle Index +title: Employer Employment Tax and Wage Reporting +description: Use current official sources and local evidence to prepare a review-ready employment-tax return reconciliation brief for Employer Employment Tax and Wage Reporting. +category: compliance +version: 0.1.0 +tags: +- irs +- compliance +- united-states +aliases: +- Employer Employment Tax and Wage Reporting +- United States +problems_solved: +- Determine applicable scope and current sources for Employer Employment Tax and Wage Reporting. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable employment-tax return reconciliation brief without making an unsupported compliance claim. +industries: +- Nonprofit and tax-exempt employers +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- employment-tax return reconciliation brief +commands: [] +skills: [] +evaluations: +- Employer Employment Tax and Wage Reporting source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - tax + - employment + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: irs-employment-tax-returns +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# Employer Employment Tax and Wage Reporting + +Use this bundle to prepare a reviewable **employment-tax return reconciliation brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [employment-tax return reconciliation brief](deliverables/irs-employment-tax-returns-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/irs-employment-tax-returns/log.md b/bundles/compliance/irs-employment-tax-returns/log.md new file mode 100644 index 000000000..13bd8f118 --- /dev/null +++ b/bundles/compliance/irs-employment-tax-returns/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: Employer Employment Tax and Wage Reporting log +--- +# Employer Employment Tax and Wage Reporting Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `irs-employment-tax-returns` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/irs-employment-tax-returns/overview.md b/bundles/compliance/irs-employment-tax-returns/overview.md new file mode 100644 index 000000000..619f4d8a4 --- /dev/null +++ b/bundles/compliance/irs-employment-tax-returns/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: Employer Employment Tax and Wage Reporting overview +description: Scope, evidence, and authority boundaries for Employer Employment Tax and Wage Reporting. +--- +# Employer Employment Tax and Wage Reporting Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for Employer Employment Tax and Wage Reporting. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/irs-employment-tax-returns/references/index.md b/bundles/compliance/irs-employment-tax-returns/references/index.md new file mode 100644 index 000000000..81515126e --- /dev/null +++ b/bundles/compliance/irs-employment-tax-returns/references/index.md @@ -0,0 +1,17 @@ +--- +type: Reference Index +title: Employer Employment Tax and Wage Reporting official references +description: Current official sources and applicability notes for Employer Employment Tax and Wage Reporting. +--- +# Official Reference Index + +1. https://www.irs.gov/instructions/i941 +2. https://www.irs.gov/instructions/iw2w3 +3. https://www.irs.gov/forms-pubs/about-form-944 + +## Current-Source Note + +Use the current tax-year revisions and instructions. For 2026, the IRS directs employers to the March 2026 Form 941 revision, while W-2/W-3 amounts should reconcile to Forms 941, 943, or 944. Verify employer type, filing assignment, wages, deposits, corrections, and SSA submission separately. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/irs-employment-tax-returns/workflows/index.md b/bundles/compliance/irs-employment-tax-returns/workflows/index.md new file mode 100644 index 000000000..5f45769ad --- /dev/null +++ b/bundles/compliance/irs-employment-tax-returns/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: Employer Employment Tax and Wage Reporting workflows +--- +# Employer Employment Tax and Wage Reporting Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/irs-employment-tax-returns/workflows/source-aware-workflow.md b/bundles/compliance/irs-employment-tax-returns/workflows/source-aware-workflow.md new file mode 100644 index 000000000..f13f2cfcf --- /dev/null +++ b/bundles/compliance/irs-employment-tax-returns/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: Employer Employment Tax and Wage Reporting source-aware workflow +description: Verify-first workflow for producing a reviewable employment-tax return reconciliation brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the employment-tax return reconciliation brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/irs-exemption-application-501c3/deliverables/index.md b/bundles/compliance/irs-exemption-application-501c3/deliverables/index.md new file mode 100644 index 000000000..4eedeccbc --- /dev/null +++ b/bundles/compliance/irs-exemption-application-501c3/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: IRS Exemption Application: Form 1023 or 1023-EZ deliverables +--- +# IRS Exemption Application: Form 1023 or 1023-EZ Deliverables + +- [501(c)(3) application readiness brief](irs-exemption-application-501c3-brief.md) + diff --git a/bundles/compliance/irs-exemption-application-501c3/deliverables/irs-exemption-application-501c3-brief.md b/bundles/compliance/irs-exemption-application-501c3/deliverables/irs-exemption-application-501c3-brief.md new file mode 100644 index 000000000..2f072e86e --- /dev/null +++ b/bundles/compliance/irs-exemption-application-501c3/deliverables/irs-exemption-application-501c3-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: 501(c)(3) application readiness brief +description: Review-ready template for IRS Exemption Application: Form 1023 or 1023-EZ evidence, decisions, validation, and controlled next actions. +--- +# 501(c)(3) application readiness brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/irs-exemption-application-501c3/evaluations/index.md b/bundles/compliance/irs-exemption-application-501c3/evaluations/index.md new file mode 100644 index 000000000..6e2257eb6 --- /dev/null +++ b/bundles/compliance/irs-exemption-application-501c3/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: IRS Exemption Application: Form 1023 or 1023-EZ evaluations +--- +# IRS Exemption Application: Form 1023 or 1023-EZ Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/irs-exemption-application-501c3/evaluations/source-awareness-check.md b/bundles/compliance/irs-exemption-application-501c3/evaluations/source-awareness-check.md new file mode 100644 index 000000000..183139a5c --- /dev/null +++ b/bundles/compliance/irs-exemption-application-501c3/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: IRS Exemption Application: Form 1023 or 1023-EZ source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# IRS Exemption Application: Form 1023 or 1023-EZ Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/irs-exemption-application-501c3/index.md b/bundles/compliance/irs-exemption-application-501c3/index.md new file mode 100644 index 000000000..b0314000b --- /dev/null +++ b/bundles/compliance/irs-exemption-application-501c3/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: IRS Exemption Application: Form 1023 or 1023-EZ +description: Use current official sources and local evidence to prepare a review-ready 501(c)(3) application readiness brief for IRS Exemption Application: Form 1023 or 1023-EZ. +category: compliance +version: 0.1.0 +tags: +- irs +- compliance +- united-states +aliases: +- IRS Exemption Application: Form 1023 or 1023-EZ +- United States +problems_solved: +- Determine the applicable scope and current source set for IRS Exemption Application: Form 1023 or 1023-EZ. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable 501(c)(3) application readiness brief without making an unsupported compliance claim. +industries: +- Organizations seeking recognition under IRC 501(c)(3) +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- 501(c)(3) application readiness brief +commands: [] +skills: [] +evaluations: +- IRS Exemption Application: Form 1023 or 1023-EZ source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - tax + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: irs-exemption-application-501c3 +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# IRS Exemption Application: Form 1023 or 1023-EZ + +Use this bundle to prepare a reviewable **501(c)(3) application readiness brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [501(c)(3) application readiness brief](deliverables/irs-exemption-application-501c3-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/irs-exemption-application-501c3/log.md b/bundles/compliance/irs-exemption-application-501c3/log.md new file mode 100644 index 000000000..529b2ad21 --- /dev/null +++ b/bundles/compliance/irs-exemption-application-501c3/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: IRS Exemption Application: Form 1023 or 1023-EZ log +--- +# IRS Exemption Application: Form 1023 or 1023-EZ Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `irs-exemption-application-501c3` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/irs-exemption-application-501c3/overview.md b/bundles/compliance/irs-exemption-application-501c3/overview.md new file mode 100644 index 000000000..3342c76ea --- /dev/null +++ b/bundles/compliance/irs-exemption-application-501c3/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: IRS Exemption Application: Form 1023 or 1023-EZ overview +description: Scope, evidence, and authority boundaries for IRS Exemption Application: Form 1023 or 1023-EZ. +--- +# IRS Exemption Application: Form 1023 or 1023-EZ Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for IRS Exemption Application: Form 1023 or 1023-EZ. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/irs-exemption-application-501c3/references/index.md b/bundles/compliance/irs-exemption-application-501c3/references/index.md new file mode 100644 index 000000000..99bcb8ff6 --- /dev/null +++ b/bundles/compliance/irs-exemption-application-501c3/references/index.md @@ -0,0 +1,17 @@ +--- +type: Reference Index +title: IRS Exemption Application: Form 1023 or 1023-EZ official references +description: Current official sources and applicability notes for IRS Exemption Application: Form 1023 or 1023-EZ. +--- +# Official Reference Index + +1. https://www.irs.gov/forms-pubs/about-form-1023 +2. https://www.irs.gov/forms-pubs/about-form-1023-ez +3. https://www.irs.gov/charities-non-profits/exemption-application-user-fee + +## Current-Source Note + +Determine eligibility for Form 1023-EZ using the current eligibility worksheet; otherwise use Form 1023. Verify organizing documents, activities, finances, public-charity or private-foundation classification, timing, Pay.gov submission, and current user fee. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/irs-exemption-application-501c3/workflows/index.md b/bundles/compliance/irs-exemption-application-501c3/workflows/index.md new file mode 100644 index 000000000..61514ec26 --- /dev/null +++ b/bundles/compliance/irs-exemption-application-501c3/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: IRS Exemption Application: Form 1023 or 1023-EZ workflows +--- +# IRS Exemption Application: Form 1023 or 1023-EZ Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/irs-exemption-application-501c3/workflows/source-aware-workflow.md b/bundles/compliance/irs-exemption-application-501c3/workflows/source-aware-workflow.md new file mode 100644 index 000000000..adb0d6fc1 --- /dev/null +++ b/bundles/compliance/irs-exemption-application-501c3/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: IRS Exemption Application: Form 1023 or 1023-EZ source-aware workflow +description: Verify-first workflow for producing a reviewable 501(c)(3) application readiness brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the 501(c)(3) application readiness brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/irs-exemption-application-non-501c3/deliverables/index.md b/bundles/compliance/irs-exemption-application-non-501c3/deliverables/index.md new file mode 100644 index 000000000..ad52343ea --- /dev/null +++ b/bundles/compliance/irs-exemption-application-non-501c3/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: IRS Exemption Applications: Forms 1024 and 1024-A deliverables +--- +# IRS Exemption Applications: Forms 1024 and 1024-A Deliverables + +- [exemption-application readiness brief](irs-exemption-application-non-501c3-brief.md) + diff --git a/bundles/compliance/irs-exemption-application-non-501c3/deliverables/irs-exemption-application-non-501c3-brief.md b/bundles/compliance/irs-exemption-application-non-501c3/deliverables/irs-exemption-application-non-501c3-brief.md new file mode 100644 index 000000000..0b9069569 --- /dev/null +++ b/bundles/compliance/irs-exemption-application-non-501c3/deliverables/irs-exemption-application-non-501c3-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: exemption-application readiness brief +description: Review-ready template for IRS Exemption Applications: Forms 1024 and 1024-A evidence, decisions, validation, and controlled next actions. +--- +# exemption-application readiness brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/irs-exemption-application-non-501c3/evaluations/index.md b/bundles/compliance/irs-exemption-application-non-501c3/evaluations/index.md new file mode 100644 index 000000000..b74e3c0e5 --- /dev/null +++ b/bundles/compliance/irs-exemption-application-non-501c3/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: IRS Exemption Applications: Forms 1024 and 1024-A evaluations +--- +# IRS Exemption Applications: Forms 1024 and 1024-A Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/irs-exemption-application-non-501c3/evaluations/source-awareness-check.md b/bundles/compliance/irs-exemption-application-non-501c3/evaluations/source-awareness-check.md new file mode 100644 index 000000000..ba7e63b37 --- /dev/null +++ b/bundles/compliance/irs-exemption-application-non-501c3/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: IRS Exemption Applications: Forms 1024 and 1024-A source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# IRS Exemption Applications: Forms 1024 and 1024-A Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/irs-exemption-application-non-501c3/index.md b/bundles/compliance/irs-exemption-application-non-501c3/index.md new file mode 100644 index 000000000..746d57f21 --- /dev/null +++ b/bundles/compliance/irs-exemption-application-non-501c3/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: IRS Exemption Applications: Forms 1024 and 1024-A +description: Use current official sources and local evidence to prepare a review-ready exemption-application readiness brief for IRS Exemption Applications: Forms 1024 and 1024-A. +category: compliance +version: 0.1.0 +tags: +- irs +- compliance +- united-states +aliases: +- IRS Exemption Applications: Forms 1024 and 1024-A +- United States +problems_solved: +- Determine the applicable scope and current source set for IRS Exemption Applications: Forms 1024 and 1024-A. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable exemption-application readiness brief without making an unsupported compliance claim. +industries: +- Nonprofit and tax-exempt organizations other than 501(c)(3) +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- exemption-application readiness brief +commands: [] +skills: [] +evaluations: +- IRS Exemption Applications: Forms 1024 and 1024-A source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - tax + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: irs-exemption-application-non-501c3 +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# IRS Exemption Applications: Forms 1024 and 1024-A + +Use this bundle to prepare a reviewable **exemption-application readiness brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [exemption-application readiness brief](deliverables/irs-exemption-application-non-501c3-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/irs-exemption-application-non-501c3/log.md b/bundles/compliance/irs-exemption-application-non-501c3/log.md new file mode 100644 index 000000000..69716e062 --- /dev/null +++ b/bundles/compliance/irs-exemption-application-non-501c3/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: IRS Exemption Applications: Forms 1024 and 1024-A log +--- +# IRS Exemption Applications: Forms 1024 and 1024-A Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `irs-exemption-application-non-501c3` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/irs-exemption-application-non-501c3/overview.md b/bundles/compliance/irs-exemption-application-non-501c3/overview.md new file mode 100644 index 000000000..51f2ac66e --- /dev/null +++ b/bundles/compliance/irs-exemption-application-non-501c3/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: IRS Exemption Applications: Forms 1024 and 1024-A overview +description: Scope, evidence, and authority boundaries for IRS Exemption Applications: Forms 1024 and 1024-A. +--- +# IRS Exemption Applications: Forms 1024 and 1024-A Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for IRS Exemption Applications: Forms 1024 and 1024-A. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/irs-exemption-application-non-501c3/references/index.md b/bundles/compliance/irs-exemption-application-non-501c3/references/index.md new file mode 100644 index 000000000..616561707 --- /dev/null +++ b/bundles/compliance/irs-exemption-application-non-501c3/references/index.md @@ -0,0 +1,17 @@ +--- +type: Reference Index +title: IRS Exemption Applications: Forms 1024 and 1024-A official references +description: Current official sources and applicability notes for IRS Exemption Applications: Forms 1024 and 1024-A. +--- +# Official Reference Index + +1. https://www.irs.gov/forms-pubs/about-form-1024 +2. https://www.irs.gov/charities-non-profits/how-to-apply-for-tax-exemption-as-a-social-welfare-organization-or-other-nonprofit +3. https://www.irs.gov/charities-non-profits/exemption-application-user-fee + +## Current-Source Note + +Match the claimed Code subsection to the current form and instructions. Form 1024 generally covers eligible 501(c) subsections other than (c)(3) and (c)(4); Form 1024-A addresses 501(c)(4), whose Form 8976 notice obligation is separate. Verify Pay.gov requirements and current fees. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/irs-exemption-application-non-501c3/workflows/index.md b/bundles/compliance/irs-exemption-application-non-501c3/workflows/index.md new file mode 100644 index 000000000..ff3c15af6 --- /dev/null +++ b/bundles/compliance/irs-exemption-application-non-501c3/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: IRS Exemption Applications: Forms 1024 and 1024-A workflows +--- +# IRS Exemption Applications: Forms 1024 and 1024-A Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/irs-exemption-application-non-501c3/workflows/source-aware-workflow.md b/bundles/compliance/irs-exemption-application-non-501c3/workflows/source-aware-workflow.md new file mode 100644 index 000000000..39ddf703f --- /dev/null +++ b/bundles/compliance/irs-exemption-application-non-501c3/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: IRS Exemption Applications: Forms 1024 and 1024-A source-aware workflow +description: Verify-first workflow for producing a reviewable exemption-application readiness brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the exemption-application readiness brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/irs-information-return-reporting/deliverables/index.md b/bundles/compliance/irs-information-return-reporting/deliverables/index.md new file mode 100644 index 000000000..79ec78293 --- /dev/null +++ b/bundles/compliance/irs-information-return-reporting/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: IRS Information Return Electronic Reporting deliverables +--- +# IRS Information Return Electronic Reporting Deliverables + +- [information-return e-filing and correction brief](irs-information-return-reporting-brief.md) + diff --git a/bundles/compliance/irs-information-return-reporting/deliverables/irs-information-return-reporting-brief.md b/bundles/compliance/irs-information-return-reporting/deliverables/irs-information-return-reporting-brief.md new file mode 100644 index 000000000..0d8887883 --- /dev/null +++ b/bundles/compliance/irs-information-return-reporting/deliverables/irs-information-return-reporting-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: information-return e-filing and correction brief +description: Review-ready template for IRS Information Return Electronic Reporting evidence, decisions, validation, and controlled next actions. +--- +# information-return e-filing and correction brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/irs-information-return-reporting/evaluations/index.md b/bundles/compliance/irs-information-return-reporting/evaluations/index.md new file mode 100644 index 000000000..d6e83fc12 --- /dev/null +++ b/bundles/compliance/irs-information-return-reporting/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: IRS Information Return Electronic Reporting evaluations +--- +# IRS Information Return Electronic Reporting Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/irs-information-return-reporting/evaluations/source-awareness-check.md b/bundles/compliance/irs-information-return-reporting/evaluations/source-awareness-check.md new file mode 100644 index 000000000..46e229d2e --- /dev/null +++ b/bundles/compliance/irs-information-return-reporting/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: IRS Information Return Electronic Reporting source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# IRS Information Return Electronic Reporting Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/irs-information-return-reporting/index.md b/bundles/compliance/irs-information-return-reporting/index.md new file mode 100644 index 000000000..da6c98592 --- /dev/null +++ b/bundles/compliance/irs-information-return-reporting/index.md @@ -0,0 +1,105 @@ +--- +type: Bundle Index +title: IRS Information Return Electronic Reporting +description: Use current official sources and local evidence to prepare a review-ready information-return e-filing and correction brief for IRS Information Return Electronic Reporting. +category: compliance +version: 0.1.0 +tags: +- irs +- compliance +- united-states +aliases: +- IRS Information Return Electronic Reporting +- United States +problems_solved: +- Determine applicable scope and current sources for IRS Information Return Electronic Reporting. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable information-return e-filing and correction brief without making an unsupported compliance claim. +industries: +- Organizations filing information returns +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- information-return e-filing and correction brief +commands: [] +skills: [] +evaluations: +- IRS Information Return Electronic Reporting source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - tax + - financial + - security + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: irs-information-return-reporting +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# IRS Information Return Electronic Reporting + +Use this bundle to prepare a reviewable **information-return e-filing and correction brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [information-return e-filing and correction brief](deliverables/irs-information-return-reporting-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/irs-information-return-reporting/log.md b/bundles/compliance/irs-information-return-reporting/log.md new file mode 100644 index 000000000..980cf49e6 --- /dev/null +++ b/bundles/compliance/irs-information-return-reporting/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: IRS Information Return Electronic Reporting log +--- +# IRS Information Return Electronic Reporting Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `irs-information-return-reporting` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/irs-information-return-reporting/overview.md b/bundles/compliance/irs-information-return-reporting/overview.md new file mode 100644 index 000000000..8dc610205 --- /dev/null +++ b/bundles/compliance/irs-information-return-reporting/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: IRS Information Return Electronic Reporting overview +description: Scope, evidence, and authority boundaries for IRS Information Return Electronic Reporting. +--- +# IRS Information Return Electronic Reporting Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for IRS Information Return Electronic Reporting. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/irs-information-return-reporting/references/index.md b/bundles/compliance/irs-information-return-reporting/references/index.md new file mode 100644 index 000000000..85920cd06 --- /dev/null +++ b/bundles/compliance/irs-information-return-reporting/references/index.md @@ -0,0 +1,17 @@ +--- +type: Reference Index +title: IRS Information Return Electronic Reporting official references +description: Current official sources and applicability notes for IRS Information Return Electronic Reporting. +--- +# Official Reference Index + +1. https://www.irs.gov/publications/p1099 +2. https://www.irs.gov/filing/e-file-information-returns-with-iris +3. https://www.irs.gov/pub/irs-pdf/p1220.pdf + +## Current-Source Note + +This bundle emphasizes transmission, threshold, recipient, correction, TIN and backup-withholding operations across information-return types. The 10-return e-file threshold is aggregated. IRS Publication 1220 identifies filing season 2027 as the target for FIRE retirement, so verify live IRIS/FIRE status, supported forms, TCC, specifications, and tax-year instructions. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/irs-information-return-reporting/workflows/index.md b/bundles/compliance/irs-information-return-reporting/workflows/index.md new file mode 100644 index 000000000..5e0791859 --- /dev/null +++ b/bundles/compliance/irs-information-return-reporting/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: IRS Information Return Electronic Reporting workflows +--- +# IRS Information Return Electronic Reporting Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/irs-information-return-reporting/workflows/source-aware-workflow.md b/bundles/compliance/irs-information-return-reporting/workflows/source-aware-workflow.md new file mode 100644 index 000000000..e60d5d1f0 --- /dev/null +++ b/bundles/compliance/irs-information-return-reporting/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: IRS Information Return Electronic Reporting source-aware workflow +description: Verify-first workflow for producing a reviewable information-return e-filing and correction brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the information-return e-filing and correction brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/irs-inurement-private-benefit/deliverables/index.md b/bundles/compliance/irs-inurement-private-benefit/deliverables/index.md new file mode 100644 index 000000000..47a130eba --- /dev/null +++ b/bundles/compliance/irs-inurement-private-benefit/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: IRC 501(c)(3) Private Inurement and Private Benefit deliverables +--- +# IRC 501(c)(3) Private Inurement and Private Benefit Deliverables + +- [Private Benefit and Inurement Review Brief](irs-inurement-private-benefit-brief.md) + diff --git a/bundles/compliance/irs-inurement-private-benefit/deliverables/irs-inurement-private-benefit-brief.md b/bundles/compliance/irs-inurement-private-benefit/deliverables/irs-inurement-private-benefit-brief.md new file mode 100644 index 000000000..529328201 --- /dev/null +++ b/bundles/compliance/irs-inurement-private-benefit/deliverables/irs-inurement-private-benefit-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: Private Benefit and Inurement Review Brief +description: Review-ready template for IRC 501(c)(3) Private Inurement and Private Benefit evidence, decisions, validation, and controlled next actions. +--- +# Private Benefit and Inurement Review Brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/irs-inurement-private-benefit/evaluations/index.md b/bundles/compliance/irs-inurement-private-benefit/evaluations/index.md new file mode 100644 index 000000000..b3212eef8 --- /dev/null +++ b/bundles/compliance/irs-inurement-private-benefit/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: IRC 501(c)(3) Private Inurement and Private Benefit evaluations +--- +# IRC 501(c)(3) Private Inurement and Private Benefit Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/irs-inurement-private-benefit/evaluations/source-awareness-check.md b/bundles/compliance/irs-inurement-private-benefit/evaluations/source-awareness-check.md new file mode 100644 index 000000000..5b7c208fb --- /dev/null +++ b/bundles/compliance/irs-inurement-private-benefit/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: IRC 501(c)(3) Private Inurement and Private Benefit source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# IRC 501(c)(3) Private Inurement and Private Benefit Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/irs-inurement-private-benefit/index.md b/bundles/compliance/irs-inurement-private-benefit/index.md new file mode 100644 index 000000000..3e9e724c7 --- /dev/null +++ b/bundles/compliance/irs-inurement-private-benefit/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: IRC 501(c)(3) Private Inurement and Private Benefit +description: Evidence-grounded guidance for private inurement, private benefit, reasonableness, and exempt-purpose controls, with current-source, applicability, review, and authority controls. +category: compliance +version: 0.1.0 +tags: +- 501c3 +- private-inurement +- private-benefit +- tax-exemption +aliases: +- 501(c)(3) inurement +- private benefit prohibition +problems_solved: +- Verify private inurement, private benefit, reasonableness, and exempt-purpose controls applicability and current requirements +- Prepare a reviewable private benefit and inurement review brief +industries: +- Regulated organizations +- United States +tools: +[] +frameworks: +- Source-applicability-control-evidence review +deliverables: +- Private Benefit and Inurement Review Brief +commands: [] +skills: [] +evaluations: +- IRC 501(c)(3) Private Inurement and Private Benefit source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +- irs-exemption-application-501c3 +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - tax + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority. +- Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +- This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: irs-inurement-private-benefit +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# IRC 501(c)(3) Private Inurement and Private Benefit + +Use this bundle to prepare a reviewable **Private Benefit and Inurement Review Brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [Private Benefit and Inurement Review Brief](deliverables/irs-inurement-private-benefit-brief.md) +- [Quality check](evaluations/source-awareness-check.md) diff --git a/bundles/compliance/irs-inurement-private-benefit/log.md b/bundles/compliance/irs-inurement-private-benefit/log.md new file mode 100644 index 000000000..c72465762 --- /dev/null +++ b/bundles/compliance/irs-inurement-private-benefit/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: IRC 501(c)(3) Private Inurement and Private Benefit log +--- +# IRC 501(c)(3) Private Inurement and Private Benefit Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `irs-inurement-private-benefit` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/irs-inurement-private-benefit/overview.md b/bundles/compliance/irs-inurement-private-benefit/overview.md new file mode 100644 index 000000000..2d4478120 --- /dev/null +++ b/bundles/compliance/irs-inurement-private-benefit/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: IRC 501(c)(3) Private Inurement and Private Benefit overview +description: Scope, evidence, and authority boundaries for IRC 501(c)(3) Private Inurement and Private Benefit. +--- +# IRC 501(c)(3) Private Inurement and Private Benefit Overview + +This bundle covers private inurement, private benefit, reasonableness, and exempt-purpose controls in United States. IRS guidance updated in June 2026 distinguishes inurement to insiders from private benefit to insiders or outsiders. Any inurement can jeopardize exemption, while non-insider private benefit requires qualitative and quantitative incidental-benefit analysis; reasonable fair-value payments require evidence. It supports evidence-grounded analysis and review preparation, not legal advice or a determination of compliance. + +## Evidence Contract + +Relevant evidence includes the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/irs-inurement-private-benefit/references/index.md b/bundles/compliance/irs-inurement-private-benefit/references/index.md new file mode 100644 index 000000000..c0bca5ece --- /dev/null +++ b/bundles/compliance/irs-inurement-private-benefit/references/index.md @@ -0,0 +1,44 @@ +--- +type: Reference Guide +title: IRC 501(c)(3) Private Inurement and Private Benefit Official Reference Index +description: Defines evidence-grounded planning, review, and controlled use for IRC 501(c)(3) Private Inurement and Private Benefit. +tags: +- 501c3 +- private-inurement +- private-benefit +- tax-exemption +resource: https://www.irs.gov/charities-non-profits/charitable-organizations/inurement-private-benefit-charitable-organizations +okb_bundle_id: irs-inurement-private-benefit +timestamp: '2026-08-10T00:00:00Z' +--- +# IRC 501(c)(3) Private Inurement and Private Benefit Official Reference Index + +## Authoritative Sources + +- https://www.irs.gov/charities-non-profits/charitable-organizations/inurement-private-benefit-charitable-organizations +- https://www.irs.gov/charities-non-profits/stay-exempt/understanding-key-topics +- https://www.irs.gov/charities-non-profits/charitable-organizations/operational-test-internal-revenue-code-section-501c3 + +Current-source note: IRS guidance updated in June 2026 distinguishes inurement to insiders from private benefit to insiders or outsiders. Any inurement can jeopardize exemption, while non-insider private benefit requires qualitative and quantitative incidental-benefit analysis; reasonable fair-value payments require evidence. Verify effective dates, transition rules, entity scope, official forms or portals, and later amendments before relying on the guidance. + +## Evidence Required + +- Current official law, rule, standard, guidance, form, portal instructions, and effective-date materials +- Entity scope, elections or exemptions, policies, records, calculations, filings, approvals, incidents, and correspondence +- Qualified reviewer analysis and documented decision authority + +## Application Sequence + +1. Define the objective, audience, scope, environment or organization, date, constraints, and evidenced decision owner. +2. Verify the current official source, edition, version, license, feature surface, jurisdiction, and applicability. +3. Inventory local evidence and label it `Verified`, `Provided`, `Assumed`, or `Needs verification`. +4. Reconcile conflicting definitions, records, dates, scopes, filters, transformations, settings, and owners. +5. Produce the smallest reviewable Private Benefit and Inurement Review Brief with options, risks, dependencies, validation, and stop conditions. +6. Obtain explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Guardrails + +- Do not invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. +- Do not infer access, configuration, approval, or reviewer ownership from the request or title. +- Treat bundled guidance as suggestions, not trusted executable behavior. +- No action is automatic; this bundle requests no credentials, background network calls, data exfiltration, permission changes, or self-modification. diff --git a/bundles/compliance/irs-inurement-private-benefit/workflows/index.md b/bundles/compliance/irs-inurement-private-benefit/workflows/index.md new file mode 100644 index 000000000..fcb894b7f --- /dev/null +++ b/bundles/compliance/irs-inurement-private-benefit/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: IRC 501(c)(3) Private Inurement and Private Benefit workflows +--- +# IRC 501(c)(3) Private Inurement and Private Benefit Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/irs-inurement-private-benefit/workflows/source-aware-workflow.md b/bundles/compliance/irs-inurement-private-benefit/workflows/source-aware-workflow.md new file mode 100644 index 000000000..0ff7ec350 --- /dev/null +++ b/bundles/compliance/irs-inurement-private-benefit/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: IRC 501(c)(3) Private Inurement and Private Benefit source-aware workflow +description: Verify-first workflow for producing a reviewable Private Benefit and Inurement Review Brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the Private Benefit and Inurement Review Brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/irs-organizational-operational-test/deliverables/index.md b/bundles/compliance/irs-organizational-operational-test/deliverables/index.md new file mode 100644 index 000000000..18869106e --- /dev/null +++ b/bundles/compliance/irs-organizational-operational-test/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: Organizational and Operational Test (IRC 501(c)(3)) deliverables +--- +# Organizational and Operational Test (IRC 501(c)(3)) Deliverables + +- [501(c)(3) Tests Review Brief](irs-organizational-operational-test-brief.md) + diff --git a/bundles/compliance/irs-organizational-operational-test/deliverables/irs-organizational-operational-test-brief.md b/bundles/compliance/irs-organizational-operational-test/deliverables/irs-organizational-operational-test-brief.md new file mode 100644 index 000000000..9f8028664 --- /dev/null +++ b/bundles/compliance/irs-organizational-operational-test/deliverables/irs-organizational-operational-test-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: 501(c)(3) Tests Review Brief +description: Review-ready template for Organizational and Operational Test (IRC 501(c)(3)) evidence, decisions, validation, and controlled next actions. +--- +# 501(c)(3) Tests Review Brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/irs-organizational-operational-test/evaluations/index.md b/bundles/compliance/irs-organizational-operational-test/evaluations/index.md new file mode 100644 index 000000000..b48807322 --- /dev/null +++ b/bundles/compliance/irs-organizational-operational-test/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: Organizational and Operational Test (IRC 501(c)(3)) evaluations +--- +# Organizational and Operational Test (IRC 501(c)(3)) Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/irs-organizational-operational-test/evaluations/source-awareness-check.md b/bundles/compliance/irs-organizational-operational-test/evaluations/source-awareness-check.md new file mode 100644 index 000000000..3d09aa199 --- /dev/null +++ b/bundles/compliance/irs-organizational-operational-test/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: Organizational and Operational Test (IRC 501(c)(3)) source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# Organizational and Operational Test (IRC 501(c)(3)) Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/irs-organizational-operational-test/index.md b/bundles/compliance/irs-organizational-operational-test/index.md new file mode 100644 index 000000000..333e432ab --- /dev/null +++ b/bundles/compliance/irs-organizational-operational-test/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: Organizational and Operational Test (IRC 501(c)(3)) +description: Evidence-grounded guidance for IRC 501(c)(3) organizational-document and operational-activity tests, with current-source, applicability, review, and authority controls. +category: compliance +version: 0.1.0 +tags: +- 501c3 +- tax-exemption +- organizational-test +- operational-test +aliases: +- 501(c)(3) organizational test +- 501(c)(3) operational test +problems_solved: +- Verify IRC 501(c)(3) organizational-document and operational-activity tests applicability and current requirements +- Prepare a reviewable 501(c)(3) tests review brief +industries: +- Regulated organizations +- United States +tools: +[] +frameworks: +- Source-applicability-control-evidence review +deliverables: +- 501(c)(3) Tests Review Brief +commands: [] +skills: [] +evaluations: +- Organizational and Operational Test (IRC 501(c)(3)) source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +- irs-exemption-application-501c3 +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - tax + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority. +- Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +- This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: irs-organizational-operational-test +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# Organizational and Operational Test (IRC 501(c)(3)) + +Use this bundle to prepare a reviewable **501(c)(3) Tests Review Brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [501(c)(3) Tests Review Brief](deliverables/irs-organizational-operational-test-brief.md) +- [Quality check](evaluations/source-awareness-check.md) diff --git a/bundles/compliance/irs-organizational-operational-test/log.md b/bundles/compliance/irs-organizational-operational-test/log.md new file mode 100644 index 000000000..90fa92547 --- /dev/null +++ b/bundles/compliance/irs-organizational-operational-test/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: Organizational and Operational Test (IRC 501(c)(3)) log +--- +# Organizational and Operational Test (IRC 501(c)(3)) Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `irs-organizational-operational-test` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/irs-organizational-operational-test/overview.md b/bundles/compliance/irs-organizational-operational-test/overview.md new file mode 100644 index 000000000..ed67e831e --- /dev/null +++ b/bundles/compliance/irs-organizational-operational-test/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: Organizational and Operational Test (IRC 501(c)(3)) overview +description: Scope, evidence, and authority boundaries for Organizational and Operational Test (IRC 501(c)(3)). +--- +# Organizational and Operational Test (IRC 501(c)(3)) Overview + +This bundle covers IRC 501(c)(3) organizational-document and operational-activity tests in United States. IRS pages updated in June 2026 distinguish the organizing-document test from the operational test. Purpose and dissolution language, actual activities, private benefit, inurement, lobbying, campaign intervention, and organization-specific facts require separate analysis. It supports evidence-grounded analysis and review preparation, not legal advice or a determination of compliance. + +## Evidence Contract + +Relevant evidence includes the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/irs-organizational-operational-test/references/index.md b/bundles/compliance/irs-organizational-operational-test/references/index.md new file mode 100644 index 000000000..e2338e0e1 --- /dev/null +++ b/bundles/compliance/irs-organizational-operational-test/references/index.md @@ -0,0 +1,44 @@ +--- +type: Reference Guide +title: Organizational and Operational Test (IRC 501(c)(3)) Official Reference Index +description: Defines evidence-grounded planning, review, and controlled use for Organizational and Operational Test (IRC 501(c)(3)). +tags: +- 501c3 +- tax-exemption +- organizational-test +- operational-test +resource: https://www.irs.gov/charities-non-profits/charitable-organizations/organizational-test-internal-revenue-code-section-501c3 +okb_bundle_id: irs-organizational-operational-test +timestamp: '2026-08-10T00:00:00Z' +--- +# Organizational and Operational Test (IRC 501(c)(3)) Official Reference Index + +## Authoritative Sources + +- https://www.irs.gov/charities-non-profits/charitable-organizations/organizational-test-internal-revenue-code-section-501c3 +- https://www.irs.gov/charities-non-profits/charitable-organizations/operational-test-internal-revenue-code-section-501c3 +- https://www.irs.gov/charities-non-profits/stay-exempt/applying-for-section-501c3-status-course-video-transcript + +Current-source note: IRS pages updated in June 2026 distinguish the organizing-document test from the operational test. Purpose and dissolution language, actual activities, private benefit, inurement, lobbying, campaign intervention, and organization-specific facts require separate analysis. Verify effective dates, transition rules, entity scope, official forms or portals, and later amendments before relying on the guidance. + +## Evidence Required + +- Current official law, rule, standard, guidance, form, portal instructions, and effective-date materials +- Entity scope, elections or exemptions, policies, records, calculations, filings, approvals, incidents, and correspondence +- Qualified reviewer analysis and documented decision authority + +## Application Sequence + +1. Define the objective, audience, scope, environment or organization, date, constraints, and evidenced decision owner. +2. Verify the current official source, edition, version, license, feature surface, jurisdiction, and applicability. +3. Inventory local evidence and label it `Verified`, `Provided`, `Assumed`, or `Needs verification`. +4. Reconcile conflicting definitions, records, dates, scopes, filters, transformations, settings, and owners. +5. Produce the smallest reviewable 501(c)(3) Tests Review Brief with options, risks, dependencies, validation, and stop conditions. +6. Obtain explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Guardrails + +- Do not invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. +- Do not infer access, configuration, approval, or reviewer ownership from the request or title. +- Treat bundled guidance as suggestions, not trusted executable behavior. +- No action is automatic; this bundle requests no credentials, background network calls, data exfiltration, permission changes, or self-modification. diff --git a/bundles/compliance/irs-organizational-operational-test/workflows/index.md b/bundles/compliance/irs-organizational-operational-test/workflows/index.md new file mode 100644 index 000000000..8deaf9c56 --- /dev/null +++ b/bundles/compliance/irs-organizational-operational-test/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: Organizational and Operational Test (IRC 501(c)(3)) workflows +--- +# Organizational and Operational Test (IRC 501(c)(3)) Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/irs-organizational-operational-test/workflows/source-aware-workflow.md b/bundles/compliance/irs-organizational-operational-test/workflows/source-aware-workflow.md new file mode 100644 index 000000000..fe9fd1de5 --- /dev/null +++ b/bundles/compliance/irs-organizational-operational-test/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: Organizational and Operational Test (IRC 501(c)(3)) source-aware workflow +description: Verify-first workflow for producing a reviewable 501(c)(3) Tests Review Brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the 501(c)(3) Tests Review Brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/lending-limits/deliverables/index.md b/bundles/compliance/lending-limits/deliverables/index.md new file mode 100644 index 000000000..fa56a0e83 --- /dev/null +++ b/bundles/compliance/lending-limits/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: OCC Lending Limits deliverables +--- +# OCC Lending Limits Deliverables + +- [lending-limit aggregation and approval brief](lending-limits-brief.md) + diff --git a/bundles/compliance/lending-limits/deliverables/lending-limits-brief.md b/bundles/compliance/lending-limits/deliverables/lending-limits-brief.md new file mode 100644 index 000000000..6ec306955 --- /dev/null +++ b/bundles/compliance/lending-limits/deliverables/lending-limits-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: lending-limit aggregation and approval brief +description: Review-ready template for OCC Lending Limits evidence, decisions, validation, and controlled next actions. +--- +# lending-limit aggregation and approval brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/lending-limits/evaluations/index.md b/bundles/compliance/lending-limits/evaluations/index.md new file mode 100644 index 000000000..47d83a5f3 --- /dev/null +++ b/bundles/compliance/lending-limits/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: OCC Lending Limits evaluations +--- +# OCC Lending Limits Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/lending-limits/evaluations/source-awareness-check.md b/bundles/compliance/lending-limits/evaluations/source-awareness-check.md new file mode 100644 index 000000000..6aa63db65 --- /dev/null +++ b/bundles/compliance/lending-limits/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: OCC Lending Limits source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# OCC Lending Limits Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/lending-limits/index.md b/bundles/compliance/lending-limits/index.md new file mode 100644 index 000000000..ff4543988 --- /dev/null +++ b/bundles/compliance/lending-limits/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: OCC Lending Limits +description: Use current official sources and local evidence to prepare a review-ready lending-limit aggregation and approval brief for OCC Lending Limits. +category: compliance +version: 0.1.0 +tags: +- lending +- compliance +- united-states +aliases: +- OCC Lending Limits +- United States +problems_solved: +- Determine applicable scope and current sources for OCC Lending Limits. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable lending-limit aggregation and approval brief without making an unsupported compliance claim. +industries: +- National banks, federal savings associations, and covered subsidiaries +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- lending-limit aggregation and approval brief +commands: [] +skills: [] +evaluations: +- OCC Lending Limits source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - financial + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: lending-limits +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# OCC Lending Limits + +Use this bundle to prepare a reviewable **lending-limit aggregation and approval brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [lending-limit aggregation and approval brief](deliverables/lending-limits-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/lending-limits/log.md b/bundles/compliance/lending-limits/log.md new file mode 100644 index 000000000..593eb8755 --- /dev/null +++ b/bundles/compliance/lending-limits/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: OCC Lending Limits log +--- +# OCC Lending Limits Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `lending-limits` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/lending-limits/overview.md b/bundles/compliance/lending-limits/overview.md new file mode 100644 index 000000000..1378054b0 --- /dev/null +++ b/bundles/compliance/lending-limits/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: OCC Lending Limits overview +description: Scope, evidence, and authority boundaries for OCC Lending Limits. +--- +# OCC Lending Limits Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for OCC Lending Limits. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/lending-limits/references/index.md b/bundles/compliance/lending-limits/references/index.md new file mode 100644 index 000000000..a26e947de --- /dev/null +++ b/bundles/compliance/lending-limits/references/index.md @@ -0,0 +1,16 @@ +--- +type: Reference Index +title: OCC Lending Limits official references +description: Current official sources and applicability notes for OCC Lending Limits. +--- +# Official Reference Index + +1. https://www.ecfr.gov/current/title-12/chapter-I/part-32 +2. https://www.occ.treas.gov/topics/supervision-and-examination/credit/commercial-credit/lending-limits.html + +## Current-Source Note + +Verify institution type, borrower and related interests, loans and extensions of credit, attribution and combination rules, capital and surplus, general and special limits, exceptions, nonconforming loans, valuation, timing, approval, monitoring, and state or affiliate overlays. Calculations require current evidenced inputs. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/lending-limits/workflows/index.md b/bundles/compliance/lending-limits/workflows/index.md new file mode 100644 index 000000000..fcb89870a --- /dev/null +++ b/bundles/compliance/lending-limits/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: OCC Lending Limits workflows +--- +# OCC Lending Limits Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/lending-limits/workflows/source-aware-workflow.md b/bundles/compliance/lending-limits/workflows/source-aware-workflow.md new file mode 100644 index 000000000..60207b6b6 --- /dev/null +++ b/bundles/compliance/lending-limits/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: OCC Lending Limits source-aware workflow +description: Verify-first workflow for producing a reviewable lending-limit aggregation and approval brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the lending-limit aggregation and approval brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/lgpd-data-protection-impact-report-ripd/deliverables/index.md b/bundles/compliance/lgpd-data-protection-impact-report-ripd/deliverables/index.md new file mode 100644 index 000000000..7c139a154 --- /dev/null +++ b/bundles/compliance/lgpd-data-protection-impact-report-ripd/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: LGPD Data Protection Impact Report (RIPD) deliverables +--- +# LGPD Data Protection Impact Report (RIPD) Deliverables + +- [RIPD screening and report brief](lgpd-data-protection-impact-report-ripd-brief.md) + diff --git a/bundles/compliance/lgpd-data-protection-impact-report-ripd/deliverables/lgpd-data-protection-impact-report-ripd-brief.md b/bundles/compliance/lgpd-data-protection-impact-report-ripd/deliverables/lgpd-data-protection-impact-report-ripd-brief.md new file mode 100644 index 000000000..c40d6dba8 --- /dev/null +++ b/bundles/compliance/lgpd-data-protection-impact-report-ripd/deliverables/lgpd-data-protection-impact-report-ripd-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: RIPD screening and report brief +description: Review-ready template for LGPD Data Protection Impact Report (RIPD) evidence, decisions, validation, and controlled next actions. +--- +# RIPD screening and report brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/lgpd-data-protection-impact-report-ripd/evaluations/index.md b/bundles/compliance/lgpd-data-protection-impact-report-ripd/evaluations/index.md new file mode 100644 index 000000000..078585764 --- /dev/null +++ b/bundles/compliance/lgpd-data-protection-impact-report-ripd/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: LGPD Data Protection Impact Report (RIPD) evaluations +--- +# LGPD Data Protection Impact Report (RIPD) Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/lgpd-data-protection-impact-report-ripd/evaluations/source-awareness-check.md b/bundles/compliance/lgpd-data-protection-impact-report-ripd/evaluations/source-awareness-check.md new file mode 100644 index 000000000..cf6878fcb --- /dev/null +++ b/bundles/compliance/lgpd-data-protection-impact-report-ripd/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: LGPD Data Protection Impact Report (RIPD) source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# LGPD Data Protection Impact Report (RIPD) Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/lgpd-data-protection-impact-report-ripd/index.md b/bundles/compliance/lgpd-data-protection-impact-report-ripd/index.md new file mode 100644 index 000000000..4997536a3 --- /dev/null +++ b/bundles/compliance/lgpd-data-protection-impact-report-ripd/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: LGPD Data Protection Impact Report (RIPD) +description: Use current official sources and local evidence to prepare a review-ready RIPD screening and report brief for LGPD Data Protection Impact Report (RIPD). +category: compliance +version: 0.1.0 +tags: +- lgpd +- compliance +- brazil +aliases: +- LGPD Data Protection Impact Report (RIPD) +- Brazil +problems_solved: +- Determine the applicable scope and current source set for LGPD Data Protection Impact Report (RIPD). +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable RIPD screening and report brief without making an unsupported compliance claim. +industries: +- Controllers conducting personal-data processing +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- RIPD screening and report brief +commands: [] +skills: [] +evaluations: +- LGPD Data Protection Impact Report (RIPD) source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - privacy + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: lgpd-data-protection-impact-report-ripd +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# LGPD Data Protection Impact Report (RIPD) + +Use this bundle to prepare a reviewable **RIPD screening and report brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [RIPD screening and report brief](deliverables/lgpd-data-protection-impact-report-ripd-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/lgpd-data-protection-impact-report-ripd/log.md b/bundles/compliance/lgpd-data-protection-impact-report-ripd/log.md new file mode 100644 index 000000000..67a7887c5 --- /dev/null +++ b/bundles/compliance/lgpd-data-protection-impact-report-ripd/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: LGPD Data Protection Impact Report (RIPD) log +--- +# LGPD Data Protection Impact Report (RIPD) Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `lgpd-data-protection-impact-report-ripd` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/lgpd-data-protection-impact-report-ripd/overview.md b/bundles/compliance/lgpd-data-protection-impact-report-ripd/overview.md new file mode 100644 index 000000000..45af48ddd --- /dev/null +++ b/bundles/compliance/lgpd-data-protection-impact-report-ripd/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: LGPD Data Protection Impact Report (RIPD) overview +description: Scope, evidence, and authority boundaries for LGPD Data Protection Impact Report (RIPD). +--- +# LGPD Data Protection Impact Report (RIPD) Overview + +This bundle supports Brazil source inspection, applicability triage, evidence collection, and qualified review for LGPD Data Protection Impact Report (RIPD). It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/lgpd-data-protection-impact-report-ripd/references/index.md b/bundles/compliance/lgpd-data-protection-impact-report-ripd/references/index.md new file mode 100644 index 000000000..8cc584534 --- /dev/null +++ b/bundles/compliance/lgpd-data-protection-impact-report-ripd/references/index.md @@ -0,0 +1,16 @@ +--- +type: Reference Index +title: LGPD Data Protection Impact Report (RIPD) official references +description: Current official sources and applicability notes for LGPD Data Protection Impact Report (RIPD). +--- +# Official Reference Index + +1. https://www.planalto.gov.br/ccivil_03/_ato2015-2018/2018/lei/l13709.htm +2. https://www.gov.br/anpd/pt-br/canais_atendimento/agente-de-tratamento/relatorio-de-impacto-a-protecao-de-dados-pessoais-ripd + +## Current-Source Note + +ANPD recommends preparing a RIPD before high-risk processing and may require one in specified contexts. Verify controller responsibility, purpose and operations, data, methodology, necessity, legal basis, rights risks, safeguards, residual risk, approvals, publication considerations, and review triggers. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/lgpd-data-protection-impact-report-ripd/workflows/index.md b/bundles/compliance/lgpd-data-protection-impact-report-ripd/workflows/index.md new file mode 100644 index 000000000..ceb035221 --- /dev/null +++ b/bundles/compliance/lgpd-data-protection-impact-report-ripd/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: LGPD Data Protection Impact Report (RIPD) workflows +--- +# LGPD Data Protection Impact Report (RIPD) Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/lgpd-data-protection-impact-report-ripd/workflows/source-aware-workflow.md b/bundles/compliance/lgpd-data-protection-impact-report-ripd/workflows/source-aware-workflow.md new file mode 100644 index 000000000..4831836c8 --- /dev/null +++ b/bundles/compliance/lgpd-data-protection-impact-report-ripd/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: LGPD Data Protection Impact Report (RIPD) source-aware workflow +description: Verify-first workflow for producing a reviewable RIPD screening and report brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the RIPD screening and report brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/lgpd-data-subject-rights/deliverables/index.md b/bundles/compliance/lgpd-data-subject-rights/deliverables/index.md new file mode 100644 index 000000000..4aa8fcdc4 --- /dev/null +++ b/bundles/compliance/lgpd-data-subject-rights/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: LGPD Article 18 Data-Subject Rights deliverables +--- +# LGPD Article 18 Data-Subject Rights Deliverables + +- [LGPD rights-request response brief](lgpd-data-subject-rights-brief.md) + diff --git a/bundles/compliance/lgpd-data-subject-rights/deliverables/lgpd-data-subject-rights-brief.md b/bundles/compliance/lgpd-data-subject-rights/deliverables/lgpd-data-subject-rights-brief.md new file mode 100644 index 000000000..9e293d763 --- /dev/null +++ b/bundles/compliance/lgpd-data-subject-rights/deliverables/lgpd-data-subject-rights-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: LGPD rights-request response brief +description: Review-ready template for LGPD Article 18 Data-Subject Rights evidence, decisions, validation, and controlled next actions. +--- +# LGPD rights-request response brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/lgpd-data-subject-rights/evaluations/index.md b/bundles/compliance/lgpd-data-subject-rights/evaluations/index.md new file mode 100644 index 000000000..7cc0bbe26 --- /dev/null +++ b/bundles/compliance/lgpd-data-subject-rights/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: LGPD Article 18 Data-Subject Rights evaluations +--- +# LGPD Article 18 Data-Subject Rights Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/lgpd-data-subject-rights/evaluations/source-awareness-check.md b/bundles/compliance/lgpd-data-subject-rights/evaluations/source-awareness-check.md new file mode 100644 index 000000000..363a8da72 --- /dev/null +++ b/bundles/compliance/lgpd-data-subject-rights/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: LGPD Article 18 Data-Subject Rights source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# LGPD Article 18 Data-Subject Rights Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/lgpd-data-subject-rights/index.md b/bundles/compliance/lgpd-data-subject-rights/index.md new file mode 100644 index 000000000..29a9f94c1 --- /dev/null +++ b/bundles/compliance/lgpd-data-subject-rights/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: LGPD Article 18 Data-Subject Rights +description: Use current official sources and local evidence to prepare a review-ready LGPD rights-request response brief for LGPD Article 18 Data-Subject Rights. +category: compliance +version: 0.1.0 +tags: +- lgpd +- compliance +- brazil +aliases: +- LGPD Article 18 Data-Subject Rights +- Brazil +problems_solved: +- Determine the applicable scope and current source set for LGPD Article 18 Data-Subject Rights. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable LGPD rights-request response brief without making an unsupported compliance claim. +industries: +- Organizations processing personal data +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- LGPD rights-request response brief +commands: [] +skills: [] +evaluations: +- LGPD Article 18 Data-Subject Rights source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - privacy + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: lgpd-data-subject-rights +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# LGPD Article 18 Data-Subject Rights + +Use this bundle to prepare a reviewable **LGPD rights-request response brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [LGPD rights-request response brief](deliverables/lgpd-data-subject-rights-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/lgpd-data-subject-rights/log.md b/bundles/compliance/lgpd-data-subject-rights/log.md new file mode 100644 index 000000000..9485b6163 --- /dev/null +++ b/bundles/compliance/lgpd-data-subject-rights/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: LGPD Article 18 Data-Subject Rights log +--- +# LGPD Article 18 Data-Subject Rights Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `lgpd-data-subject-rights` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/lgpd-data-subject-rights/overview.md b/bundles/compliance/lgpd-data-subject-rights/overview.md new file mode 100644 index 000000000..1502bb3aa --- /dev/null +++ b/bundles/compliance/lgpd-data-subject-rights/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: LGPD Article 18 Data-Subject Rights overview +description: Scope, evidence, and authority boundaries for LGPD Article 18 Data-Subject Rights. +--- +# LGPD Article 18 Data-Subject Rights Overview + +This bundle supports Brazil source inspection, applicability triage, evidence collection, and qualified review for LGPD Article 18 Data-Subject Rights. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/lgpd-data-subject-rights/references/index.md b/bundles/compliance/lgpd-data-subject-rights/references/index.md new file mode 100644 index 000000000..42b1ffe88 --- /dev/null +++ b/bundles/compliance/lgpd-data-subject-rights/references/index.md @@ -0,0 +1,16 @@ +--- +type: Reference Index +title: LGPD Article 18 Data-Subject Rights official references +description: Current official sources and applicability notes for LGPD Article 18 Data-Subject Rights. +--- +# Official Reference Index + +1. https://www.planalto.gov.br/ccivil_03/_ato2015-2018/2018/lei/l13709.htm +2. https://www.gov.br/anpd/pt-br/assuntos/titular-de-dados-1/direito-dos-titulares + +## Current-Source Note + +Verify the requested Article 18 right, requester identity and authority, controller role, data scope, legal basis, exceptions, response channel and timing, downstream communications, records, and current ANPD guidance. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/lgpd-data-subject-rights/workflows/index.md b/bundles/compliance/lgpd-data-subject-rights/workflows/index.md new file mode 100644 index 000000000..ac4542656 --- /dev/null +++ b/bundles/compliance/lgpd-data-subject-rights/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: LGPD Article 18 Data-Subject Rights workflows +--- +# LGPD Article 18 Data-Subject Rights Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/lgpd-data-subject-rights/workflows/source-aware-workflow.md b/bundles/compliance/lgpd-data-subject-rights/workflows/source-aware-workflow.md new file mode 100644 index 000000000..8de75990f --- /dev/null +++ b/bundles/compliance/lgpd-data-subject-rights/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: LGPD Article 18 Data-Subject Rights source-aware workflow +description: Verify-first workflow for producing a reviewable LGPD rights-request response brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the LGPD rights-request response brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/lgpd-international-data-transfer-scc/deliverables/index.md b/bundles/compliance/lgpd-international-data-transfer-scc/deliverables/index.md new file mode 100644 index 000000000..01abb6119 --- /dev/null +++ b/bundles/compliance/lgpd-international-data-transfer-scc/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: LGPD International Data Transfers and ANPD SCCs deliverables +--- +# LGPD International Data Transfers and ANPD SCCs Deliverables + +- [international-transfer mechanism and SCC brief](lgpd-international-data-transfer-scc-brief.md) + diff --git a/bundles/compliance/lgpd-international-data-transfer-scc/deliverables/lgpd-international-data-transfer-scc-brief.md b/bundles/compliance/lgpd-international-data-transfer-scc/deliverables/lgpd-international-data-transfer-scc-brief.md new file mode 100644 index 000000000..5dd8ec4ac --- /dev/null +++ b/bundles/compliance/lgpd-international-data-transfer-scc/deliverables/lgpd-international-data-transfer-scc-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: international-transfer mechanism and SCC brief +description: Review-ready template for LGPD International Data Transfers and ANPD SCCs evidence, decisions, validation, and controlled next actions. +--- +# international-transfer mechanism and SCC brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/lgpd-international-data-transfer-scc/evaluations/index.md b/bundles/compliance/lgpd-international-data-transfer-scc/evaluations/index.md new file mode 100644 index 000000000..d49cd9951 --- /dev/null +++ b/bundles/compliance/lgpd-international-data-transfer-scc/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: LGPD International Data Transfers and ANPD SCCs evaluations +--- +# LGPD International Data Transfers and ANPD SCCs Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/lgpd-international-data-transfer-scc/evaluations/source-awareness-check.md b/bundles/compliance/lgpd-international-data-transfer-scc/evaluations/source-awareness-check.md new file mode 100644 index 000000000..487380a95 --- /dev/null +++ b/bundles/compliance/lgpd-international-data-transfer-scc/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: LGPD International Data Transfers and ANPD SCCs source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# LGPD International Data Transfers and ANPD SCCs Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/lgpd-international-data-transfer-scc/index.md b/bundles/compliance/lgpd-international-data-transfer-scc/index.md new file mode 100644 index 000000000..13ffe9bac --- /dev/null +++ b/bundles/compliance/lgpd-international-data-transfer-scc/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: LGPD International Data Transfers and ANPD SCCs +description: Use current official sources and local evidence to prepare a review-ready international-transfer mechanism and SCC brief for LGPD International Data Transfers and ANPD SCCs. +category: compliance +version: 0.1.0 +tags: +- lgpd +- compliance +- brazil +aliases: +- LGPD International Data Transfers and ANPD SCCs +- Brazil +problems_solved: +- Determine applicable scope and current sources for LGPD International Data Transfers and ANPD SCCs. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable international-transfer mechanism and SCC brief without making an unsupported compliance claim. +industries: +- Controllers and processors transferring personal data internationally +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- international-transfer mechanism and SCC brief +commands: [] +skills: [] +evaluations: +- LGPD International Data Transfers and ANPD SCCs source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - privacy + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: lgpd-international-data-transfer-scc +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# LGPD International Data Transfers and ANPD SCCs + +Use this bundle to prepare a reviewable **international-transfer mechanism and SCC brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [international-transfer mechanism and SCC brief](deliverables/lgpd-international-data-transfer-scc-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/lgpd-international-data-transfer-scc/log.md b/bundles/compliance/lgpd-international-data-transfer-scc/log.md new file mode 100644 index 000000000..8d128ecb8 --- /dev/null +++ b/bundles/compliance/lgpd-international-data-transfer-scc/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: LGPD International Data Transfers and ANPD SCCs log +--- +# LGPD International Data Transfers and ANPD SCCs Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `lgpd-international-data-transfer-scc` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/lgpd-international-data-transfer-scc/overview.md b/bundles/compliance/lgpd-international-data-transfer-scc/overview.md new file mode 100644 index 000000000..b571c9bd9 --- /dev/null +++ b/bundles/compliance/lgpd-international-data-transfer-scc/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: LGPD International Data Transfers and ANPD SCCs overview +description: Scope, evidence, and authority boundaries for LGPD International Data Transfers and ANPD SCCs. +--- +# LGPD International Data Transfers and ANPD SCCs Overview + +This bundle supports Brazil source inspection, applicability triage, evidence collection, and qualified review for LGPD International Data Transfers and ANPD SCCs. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/lgpd-international-data-transfer-scc/references/index.md b/bundles/compliance/lgpd-international-data-transfer-scc/references/index.md new file mode 100644 index 000000000..eab4e4c20 --- /dev/null +++ b/bundles/compliance/lgpd-international-data-transfer-scc/references/index.md @@ -0,0 +1,16 @@ +--- +type: Reference Index +title: LGPD International Data Transfers and ANPD SCCs official references +description: Current official sources and applicability notes for LGPD International Data Transfers and ANPD SCCs. +--- +# Official Reference Index + +1. https://www.gov.br/anpd/pt-br/assuntos/assuntos-internacionais/transferencia-internacional-de-dados +2. https://www.gov.br/anpd/pt-br/acesso-a-informacao/institucional/atos-normativos/regulamentacoes_anpd/resolucao-cd-anpd-no-19-de-23-de-agosto-de-2024 + +## Current-Source Note + +Use Resolution CD/ANPD 19/2024 as corrected and the ANPD's live mechanism lists. Verify whether an adequacy decision or another Article 33 mechanism applies; SCC-based transfers require the approved clauses in full. As of the current ANPD page, the EU has a 2026 adequacy decision while no equivalent SCCs, specific clauses, or global corporate rules are listed as approved. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/lgpd-international-data-transfer-scc/workflows/index.md b/bundles/compliance/lgpd-international-data-transfer-scc/workflows/index.md new file mode 100644 index 000000000..0b93d1e75 --- /dev/null +++ b/bundles/compliance/lgpd-international-data-transfer-scc/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: LGPD International Data Transfers and ANPD SCCs workflows +--- +# LGPD International Data Transfers and ANPD SCCs Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/lgpd-international-data-transfer-scc/workflows/source-aware-workflow.md b/bundles/compliance/lgpd-international-data-transfer-scc/workflows/source-aware-workflow.md new file mode 100644 index 000000000..0a12e2b5c --- /dev/null +++ b/bundles/compliance/lgpd-international-data-transfer-scc/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: LGPD International Data Transfers and ANPD SCCs source-aware workflow +description: Verify-first workflow for producing a reviewable international-transfer mechanism and SCC brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the international-transfer mechanism and SCC brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/lgpd-lawful-basis-for-processing/deliverables/index.md b/bundles/compliance/lgpd-lawful-basis-for-processing/deliverables/index.md new file mode 100644 index 000000000..5af71a47a --- /dev/null +++ b/bundles/compliance/lgpd-lawful-basis-for-processing/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: LGPD Lawful Bases for Processing deliverables +--- +# LGPD Lawful Bases for Processing Deliverables + +- [LGPD lawful-basis assessment](lgpd-lawful-basis-for-processing-brief.md) + diff --git a/bundles/compliance/lgpd-lawful-basis-for-processing/deliverables/lgpd-lawful-basis-for-processing-brief.md b/bundles/compliance/lgpd-lawful-basis-for-processing/deliverables/lgpd-lawful-basis-for-processing-brief.md new file mode 100644 index 000000000..326631939 --- /dev/null +++ b/bundles/compliance/lgpd-lawful-basis-for-processing/deliverables/lgpd-lawful-basis-for-processing-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: LGPD lawful-basis assessment +description: Review-ready template for LGPD Lawful Bases for Processing evidence, decisions, validation, and controlled next actions. +--- +# LGPD lawful-basis assessment + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/lgpd-lawful-basis-for-processing/evaluations/index.md b/bundles/compliance/lgpd-lawful-basis-for-processing/evaluations/index.md new file mode 100644 index 000000000..a6a918001 --- /dev/null +++ b/bundles/compliance/lgpd-lawful-basis-for-processing/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: LGPD Lawful Bases for Processing evaluations +--- +# LGPD Lawful Bases for Processing Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/lgpd-lawful-basis-for-processing/evaluations/source-awareness-check.md b/bundles/compliance/lgpd-lawful-basis-for-processing/evaluations/source-awareness-check.md new file mode 100644 index 000000000..66dacf85a --- /dev/null +++ b/bundles/compliance/lgpd-lawful-basis-for-processing/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: LGPD Lawful Bases for Processing source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# LGPD Lawful Bases for Processing Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/lgpd-lawful-basis-for-processing/index.md b/bundles/compliance/lgpd-lawful-basis-for-processing/index.md new file mode 100644 index 000000000..74592bf09 --- /dev/null +++ b/bundles/compliance/lgpd-lawful-basis-for-processing/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: LGPD Lawful Bases for Processing +description: Use current official sources and local evidence to prepare a review-ready LGPD lawful-basis assessment for LGPD Lawful Bases for Processing. +category: compliance +version: 0.1.0 +tags: +- lgpd +- compliance +- brazil +aliases: +- LGPD Lawful Bases for Processing +- Brazil +problems_solved: +- Determine applicable scope and current sources for LGPD Lawful Bases for Processing. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable LGPD lawful-basis assessment without making an unsupported compliance claim. +industries: +- Controllers and processors handling personal data +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- LGPD lawful-basis assessment +commands: [] +skills: [] +evaluations: +- LGPD Lawful Bases for Processing source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - privacy + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: lgpd-lawful-basis-for-processing +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# LGPD Lawful Bases for Processing + +Use this bundle to prepare a reviewable **LGPD lawful-basis assessment** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [LGPD lawful-basis assessment](deliverables/lgpd-lawful-basis-for-processing-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/lgpd-lawful-basis-for-processing/log.md b/bundles/compliance/lgpd-lawful-basis-for-processing/log.md new file mode 100644 index 000000000..abe5c4a0e --- /dev/null +++ b/bundles/compliance/lgpd-lawful-basis-for-processing/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: LGPD Lawful Bases for Processing log +--- +# LGPD Lawful Bases for Processing Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `lgpd-lawful-basis-for-processing` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/lgpd-lawful-basis-for-processing/overview.md b/bundles/compliance/lgpd-lawful-basis-for-processing/overview.md new file mode 100644 index 000000000..64242fb70 --- /dev/null +++ b/bundles/compliance/lgpd-lawful-basis-for-processing/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: LGPD Lawful Bases for Processing overview +description: Scope, evidence, and authority boundaries for LGPD Lawful Bases for Processing. +--- +# LGPD Lawful Bases for Processing Overview + +This bundle supports Brazil source inspection, applicability triage, evidence collection, and qualified review for LGPD Lawful Bases for Processing. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/lgpd-lawful-basis-for-processing/references/index.md b/bundles/compliance/lgpd-lawful-basis-for-processing/references/index.md new file mode 100644 index 000000000..2c86ab1c1 --- /dev/null +++ b/bundles/compliance/lgpd-lawful-basis-for-processing/references/index.md @@ -0,0 +1,16 @@ +--- +type: Reference Index +title: LGPD Lawful Bases for Processing official references +description: Current official sources and applicability notes for LGPD Lawful Bases for Processing. +--- +# Official Reference Index + +1. https://www.planalto.gov.br/ccivil_03/_ato2015-2018/2018/lei/l13709.htm +2. https://www.gov.br/anpd/pt-br/centrais-de-conteudo/materiais-educativos-e-publicacoes/guia_orientativo_hipoteses_legais_tratamento_de_dados_pessoais_legitimo_interesse + +## Current-Source Note + +Map each purpose and data category to a current LGPD basis; do not use one basis for an undifferentiated processing inventory. Article 7 and Article 11 differ, and legitimate interest does not apply to sensitive data. Document purpose, necessity, expectations, balancing and safeguards where applicable, transparency, rights, retention, sharing, and changes. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/lgpd-lawful-basis-for-processing/workflows/index.md b/bundles/compliance/lgpd-lawful-basis-for-processing/workflows/index.md new file mode 100644 index 000000000..d98186fe4 --- /dev/null +++ b/bundles/compliance/lgpd-lawful-basis-for-processing/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: LGPD Lawful Bases for Processing workflows +--- +# LGPD Lawful Bases for Processing Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/lgpd-lawful-basis-for-processing/workflows/source-aware-workflow.md b/bundles/compliance/lgpd-lawful-basis-for-processing/workflows/source-aware-workflow.md new file mode 100644 index 000000000..2c3013781 --- /dev/null +++ b/bundles/compliance/lgpd-lawful-basis-for-processing/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: LGPD Lawful Bases for Processing source-aware workflow +description: Verify-first workflow for producing a reviewable LGPD lawful-basis assessment. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the LGPD lawful-basis assessment, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/mortgage-servicing-rules/deliverables/index.md b/bundles/compliance/mortgage-servicing-rules/deliverables/index.md new file mode 100644 index 000000000..a7cf3a68d --- /dev/null +++ b/bundles/compliance/mortgage-servicing-rules/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: CFPB Mortgage Servicing Rules under Regulations X and Z deliverables +--- +# CFPB Mortgage Servicing Rules under Regulations X and Z Deliverables + +- [mortgage-servicing applicability and control brief](mortgage-servicing-rules-brief.md) + diff --git a/bundles/compliance/mortgage-servicing-rules/deliverables/mortgage-servicing-rules-brief.md b/bundles/compliance/mortgage-servicing-rules/deliverables/mortgage-servicing-rules-brief.md new file mode 100644 index 000000000..df1e2c1c1 --- /dev/null +++ b/bundles/compliance/mortgage-servicing-rules/deliverables/mortgage-servicing-rules-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: mortgage-servicing applicability and control brief +description: Review-ready template for CFPB Mortgage Servicing Rules under Regulations X and Z evidence, decisions, validation, and controlled next actions. +--- +# mortgage-servicing applicability and control brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/mortgage-servicing-rules/evaluations/index.md b/bundles/compliance/mortgage-servicing-rules/evaluations/index.md new file mode 100644 index 000000000..ffe2cdfd9 --- /dev/null +++ b/bundles/compliance/mortgage-servicing-rules/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: CFPB Mortgage Servicing Rules under Regulations X and Z evaluations +--- +# CFPB Mortgage Servicing Rules under Regulations X and Z Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/mortgage-servicing-rules/evaluations/source-awareness-check.md b/bundles/compliance/mortgage-servicing-rules/evaluations/source-awareness-check.md new file mode 100644 index 000000000..c325c6065 --- /dev/null +++ b/bundles/compliance/mortgage-servicing-rules/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: CFPB Mortgage Servicing Rules under Regulations X and Z source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# CFPB Mortgage Servicing Rules under Regulations X and Z Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/mortgage-servicing-rules/index.md b/bundles/compliance/mortgage-servicing-rules/index.md new file mode 100644 index 000000000..42f5539a4 --- /dev/null +++ b/bundles/compliance/mortgage-servicing-rules/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: CFPB Mortgage Servicing Rules under Regulations X and Z +description: Use current official sources and local evidence to prepare a review-ready mortgage-servicing applicability and control brief for CFPB Mortgage Servicing Rules under Regulations X and Z. +category: compliance +version: 0.1.0 +tags: +- mortgage +- compliance +- united-states +aliases: +- CFPB Mortgage Servicing Rules under Regulations X and Z +- United States +problems_solved: +- Determine applicable scope and current sources for CFPB Mortgage Servicing Rules under Regulations X and Z. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable mortgage-servicing applicability and control brief without making an unsupported compliance claim. +industries: +- Mortgage servicers +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- mortgage-servicing applicability and control brief +commands: [] +skills: [] +evaluations: +- CFPB Mortgage Servicing Rules under Regulations X and Z source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - financial + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: mortgage-servicing-rules +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# CFPB Mortgage Servicing Rules under Regulations X and Z + +Use this bundle to prepare a reviewable **mortgage-servicing applicability and control brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [mortgage-servicing applicability and control brief](deliverables/mortgage-servicing-rules-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/mortgage-servicing-rules/log.md b/bundles/compliance/mortgage-servicing-rules/log.md new file mode 100644 index 000000000..8411b2c8b --- /dev/null +++ b/bundles/compliance/mortgage-servicing-rules/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: CFPB Mortgage Servicing Rules under Regulations X and Z log +--- +# CFPB Mortgage Servicing Rules under Regulations X and Z Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `mortgage-servicing-rules` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/mortgage-servicing-rules/overview.md b/bundles/compliance/mortgage-servicing-rules/overview.md new file mode 100644 index 000000000..18c968712 --- /dev/null +++ b/bundles/compliance/mortgage-servicing-rules/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: CFPB Mortgage Servicing Rules under Regulations X and Z overview +description: Scope, evidence, and authority boundaries for CFPB Mortgage Servicing Rules under Regulations X and Z. +--- +# CFPB Mortgage Servicing Rules under Regulations X and Z Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for CFPB Mortgage Servicing Rules under Regulations X and Z. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/mortgage-servicing-rules/references/index.md b/bundles/compliance/mortgage-servicing-rules/references/index.md new file mode 100644 index 000000000..e96dcafae --- /dev/null +++ b/bundles/compliance/mortgage-servicing-rules/references/index.md @@ -0,0 +1,17 @@ +--- +type: Reference Index +title: CFPB Mortgage Servicing Rules under Regulations X and Z official references +description: Current official sources and applicability notes for CFPB Mortgage Servicing Rules under Regulations X and Z. +--- +# Official Reference Index + +1. https://www.consumerfinance.gov/compliance/compliance-resources/mortgage-resources/mortserv/ +2. https://www.consumerfinance.gov/rules-policy/regulations/1024/30/ +3. https://www.consumerfinance.gov/rules-policy/regulations/1026/41/ + +## Current-Source Note + +Use current Regulations X and Z and official interpretations, separating adopted requirements from the CFPB's July 2024 proposal. Verify loan and servicer scope, small-servicer and other exemptions, transfers, payments, escrow, errors and information requests, force-placed insurance, policies, early intervention, continuity, loss mitigation, bankruptcy, successors, statements, and state overlays. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/mortgage-servicing-rules/workflows/index.md b/bundles/compliance/mortgage-servicing-rules/workflows/index.md new file mode 100644 index 000000000..ebdbe1e2a --- /dev/null +++ b/bundles/compliance/mortgage-servicing-rules/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: CFPB Mortgage Servicing Rules under Regulations X and Z workflows +--- +# CFPB Mortgage Servicing Rules under Regulations X and Z Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/mortgage-servicing-rules/workflows/source-aware-workflow.md b/bundles/compliance/mortgage-servicing-rules/workflows/source-aware-workflow.md new file mode 100644 index 000000000..aab620d6f --- /dev/null +++ b/bundles/compliance/mortgage-servicing-rules/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: CFPB Mortgage Servicing Rules under Regulations X and Z source-aware workflow +description: Verify-first workflow for producing a reviewable mortgage-servicing applicability and control brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the mortgage-servicing applicability and control brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/msrb-fair-dealing-conduct/deliverables/index.md b/bundles/compliance/msrb-fair-dealing-conduct/deliverables/index.md new file mode 100644 index 000000000..8c9d26f9d --- /dev/null +++ b/bundles/compliance/msrb-fair-dealing-conduct/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: MSRB Fair Dealing and Customer Conduct deliverables +--- +# MSRB Fair Dealing and Customer Conduct Deliverables + +- [municipal customer-conduct review brief](msrb-fair-dealing-conduct-brief.md) + diff --git a/bundles/compliance/msrb-fair-dealing-conduct/deliverables/msrb-fair-dealing-conduct-brief.md b/bundles/compliance/msrb-fair-dealing-conduct/deliverables/msrb-fair-dealing-conduct-brief.md new file mode 100644 index 000000000..86efe7555 --- /dev/null +++ b/bundles/compliance/msrb-fair-dealing-conduct/deliverables/msrb-fair-dealing-conduct-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: municipal customer-conduct review brief +description: Review-ready template for MSRB Fair Dealing and Customer Conduct evidence, decisions, validation, and controlled next actions. +--- +# municipal customer-conduct review brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/msrb-fair-dealing-conduct/evaluations/index.md b/bundles/compliance/msrb-fair-dealing-conduct/evaluations/index.md new file mode 100644 index 000000000..5ffa2f160 --- /dev/null +++ b/bundles/compliance/msrb-fair-dealing-conduct/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: MSRB Fair Dealing and Customer Conduct evaluations +--- +# MSRB Fair Dealing and Customer Conduct Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/msrb-fair-dealing-conduct/evaluations/source-awareness-check.md b/bundles/compliance/msrb-fair-dealing-conduct/evaluations/source-awareness-check.md new file mode 100644 index 000000000..0118b292a --- /dev/null +++ b/bundles/compliance/msrb-fair-dealing-conduct/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: MSRB Fair Dealing and Customer Conduct source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# MSRB Fair Dealing and Customer Conduct Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/msrb-fair-dealing-conduct/index.md b/bundles/compliance/msrb-fair-dealing-conduct/index.md new file mode 100644 index 000000000..3364e65d5 --- /dev/null +++ b/bundles/compliance/msrb-fair-dealing-conduct/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: MSRB Fair Dealing and Customer Conduct +description: Use current official sources and local evidence to prepare a review-ready municipal customer-conduct review brief for MSRB Fair Dealing and Customer Conduct. +category: compliance +version: 0.1.0 +tags: +- msrb +- compliance +- united-states +aliases: +- MSRB Fair Dealing and Customer Conduct +- United States +problems_solved: +- Determine applicable scope and current sources for MSRB Fair Dealing and Customer Conduct. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable municipal customer-conduct review brief without making an unsupported compliance claim. +industries: +- Municipal securities dealers and relevant municipal market participants +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- municipal customer-conduct review brief +commands: [] +skills: [] +evaluations: +- MSRB Fair Dealing and Customer Conduct source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - financial + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: msrb-fair-dealing-conduct +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# MSRB Fair Dealing and Customer Conduct + +Use this bundle to prepare a reviewable **municipal customer-conduct review brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [municipal customer-conduct review brief](deliverables/msrb-fair-dealing-conduct-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/msrb-fair-dealing-conduct/log.md b/bundles/compliance/msrb-fair-dealing-conduct/log.md new file mode 100644 index 000000000..709792640 --- /dev/null +++ b/bundles/compliance/msrb-fair-dealing-conduct/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: MSRB Fair Dealing and Customer Conduct log +--- +# MSRB Fair Dealing and Customer Conduct Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `msrb-fair-dealing-conduct` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/msrb-fair-dealing-conduct/overview.md b/bundles/compliance/msrb-fair-dealing-conduct/overview.md new file mode 100644 index 000000000..6da78580d --- /dev/null +++ b/bundles/compliance/msrb-fair-dealing-conduct/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: MSRB Fair Dealing and Customer Conduct overview +description: Scope, evidence, and authority boundaries for MSRB Fair Dealing and Customer Conduct. +--- +# MSRB Fair Dealing and Customer Conduct Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for MSRB Fair Dealing and Customer Conduct. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/msrb-fair-dealing-conduct/references/index.md b/bundles/compliance/msrb-fair-dealing-conduct/references/index.md new file mode 100644 index 000000000..c28701ea1 --- /dev/null +++ b/bundles/compliance/msrb-fair-dealing-conduct/references/index.md @@ -0,0 +1,18 @@ +--- +type: Reference Index +title: MSRB Fair Dealing and Customer Conduct official references +description: Current official sources and applicability notes for MSRB Fair Dealing and Customer Conduct. +--- +# Official Reference Index + +1. https://www.msrb.org/Rules-and-Interpretations/MSRB-Rules/General/Rule-G-17 +2. https://www.msrb.org/Rules-and-Interpretations/MSRB-Rules/General/Rule-G-18 +3. https://www.msrb.org/Rules-and-Interpretations/MSRB-Rules/General/Rule-G-19 +4. https://www.msrb.org/Rules-and-Interpretations/MSRB-Rules/General/Rule-G-47 + +## Current-Source Note + +Apply each current MSRB rule and interpretive notice to the participant, recommendation and transaction. Verify fair dealing, best execution, suitability, price and commission, time-of-trade disclosure, SMMP status and qualified obligations, records, supervision, conflicts, and effective guidance; Rule G-17 remains an independent baseline. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/msrb-fair-dealing-conduct/workflows/index.md b/bundles/compliance/msrb-fair-dealing-conduct/workflows/index.md new file mode 100644 index 000000000..23a984054 --- /dev/null +++ b/bundles/compliance/msrb-fair-dealing-conduct/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: MSRB Fair Dealing and Customer Conduct workflows +--- +# MSRB Fair Dealing and Customer Conduct Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/msrb-fair-dealing-conduct/workflows/source-aware-workflow.md b/bundles/compliance/msrb-fair-dealing-conduct/workflows/source-aware-workflow.md new file mode 100644 index 000000000..7c0345477 --- /dev/null +++ b/bundles/compliance/msrb-fair-dealing-conduct/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: MSRB Fair Dealing and Customer Conduct source-aware workflow +description: Verify-first workflow for producing a reviewable municipal customer-conduct review brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the municipal customer-conduct review brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/multistate-privacy-common-provisions/deliverables/index.md b/bundles/compliance/multistate-privacy-common-provisions/deliverables/index.md new file mode 100644 index 000000000..708693aeb --- /dev/null +++ b/bundles/compliance/multistate-privacy-common-provisions/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: Multistate Comprehensive Privacy Law Common Provisions deliverables +--- +# Multistate Comprehensive Privacy Law Common Provisions Deliverables + +- [state privacy comparison and routing matrix](multistate-privacy-common-provisions-brief.md) + diff --git a/bundles/compliance/multistate-privacy-common-provisions/deliverables/multistate-privacy-common-provisions-brief.md b/bundles/compliance/multistate-privacy-common-provisions/deliverables/multistate-privacy-common-provisions-brief.md new file mode 100644 index 000000000..bae0dcf45 --- /dev/null +++ b/bundles/compliance/multistate-privacy-common-provisions/deliverables/multistate-privacy-common-provisions-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: state privacy comparison and routing matrix +description: Review-ready template for Multistate Comprehensive Privacy Law Common Provisions evidence, decisions, validation, and controlled next actions. +--- +# state privacy comparison and routing matrix + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/multistate-privacy-common-provisions/evaluations/index.md b/bundles/compliance/multistate-privacy-common-provisions/evaluations/index.md new file mode 100644 index 000000000..7cfafdda3 --- /dev/null +++ b/bundles/compliance/multistate-privacy-common-provisions/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: Multistate Comprehensive Privacy Law Common Provisions evaluations +--- +# Multistate Comprehensive Privacy Law Common Provisions Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/multistate-privacy-common-provisions/evaluations/source-awareness-check.md b/bundles/compliance/multistate-privacy-common-provisions/evaluations/source-awareness-check.md new file mode 100644 index 000000000..f16d75e47 --- /dev/null +++ b/bundles/compliance/multistate-privacy-common-provisions/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: Multistate Comprehensive Privacy Law Common Provisions source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# Multistate Comprehensive Privacy Law Common Provisions Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/multistate-privacy-common-provisions/index.md b/bundles/compliance/multistate-privacy-common-provisions/index.md new file mode 100644 index 000000000..0bb395dd6 --- /dev/null +++ b/bundles/compliance/multistate-privacy-common-provisions/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: Multistate Comprehensive Privacy Law Common Provisions +description: Use current official sources and local evidence to prepare a review-ready state privacy comparison and routing matrix for Multistate Comprehensive Privacy Law Common Provisions. +category: compliance +version: 0.1.0 +tags: +- multistate +- compliance +- united-states +aliases: +- Multistate Comprehensive Privacy Law Common Provisions +- United States +problems_solved: +- Determine applicable scope and current sources for Multistate Comprehensive Privacy Law Common Provisions. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable state privacy comparison and routing matrix without making an unsupported compliance claim. +industries: +- Businesses processing consumer personal data across U.S. states +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- state privacy comparison and routing matrix +commands: [] +skills: [] +evaluations: +- Multistate Comprehensive Privacy Law Common Provisions source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - privacy + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: multistate-privacy-common-provisions +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# Multistate Comprehensive Privacy Law Common Provisions + +Use this bundle to prepare a reviewable **state privacy comparison and routing matrix** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [state privacy comparison and routing matrix](deliverables/multistate-privacy-common-provisions-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/multistate-privacy-common-provisions/log.md b/bundles/compliance/multistate-privacy-common-provisions/log.md new file mode 100644 index 000000000..29aef518f --- /dev/null +++ b/bundles/compliance/multistate-privacy-common-provisions/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: Multistate Comprehensive Privacy Law Common Provisions log +--- +# Multistate Comprehensive Privacy Law Common Provisions Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `multistate-privacy-common-provisions` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/multistate-privacy-common-provisions/overview.md b/bundles/compliance/multistate-privacy-common-provisions/overview.md new file mode 100644 index 000000000..35d7ce96e --- /dev/null +++ b/bundles/compliance/multistate-privacy-common-provisions/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: Multistate Comprehensive Privacy Law Common Provisions overview +description: Scope, evidence, and authority boundaries for Multistate Comprehensive Privacy Law Common Provisions. +--- +# Multistate Comprehensive Privacy Law Common Provisions Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for Multistate Comprehensive Privacy Law Common Provisions. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/multistate-privacy-common-provisions/references/index.md b/bundles/compliance/multistate-privacy-common-provisions/references/index.md new file mode 100644 index 000000000..9fae2e05f --- /dev/null +++ b/bundles/compliance/multistate-privacy-common-provisions/references/index.md @@ -0,0 +1,17 @@ +--- +type: Reference Index +title: Multistate Comprehensive Privacy Law Common Provisions official references +description: Current official sources and applicability notes for Multistate Comprehensive Privacy Law Common Provisions. +--- +# Official Reference Index + +1. https://law.lis.virginia.gov/vacode/title59.1/chapter53/section59.1-577/ +2. https://coag.gov/resources/colorado-privacy-act/ +3. https://portal.ct.gov/ag/sections/privacy/the-connecticut-data-privacy-act + +## Current-Source Note + +There is no single common multistate rule. Similar provisions such as rights-response periods, assessments, processor contracts, appeals and cure opportunities vary by state, effective date, entity, data and amendment. Build a jurisdiction-by-jurisdiction matrix from current statutes and regulator materials; never infer one state's text from another. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/multistate-privacy-common-provisions/workflows/index.md b/bundles/compliance/multistate-privacy-common-provisions/workflows/index.md new file mode 100644 index 000000000..f777541d1 --- /dev/null +++ b/bundles/compliance/multistate-privacy-common-provisions/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: Multistate Comprehensive Privacy Law Common Provisions workflows +--- +# Multistate Comprehensive Privacy Law Common Provisions Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/multistate-privacy-common-provisions/workflows/source-aware-workflow.md b/bundles/compliance/multistate-privacy-common-provisions/workflows/source-aware-workflow.md new file mode 100644 index 000000000..1c6e00bc7 --- /dev/null +++ b/bundles/compliance/multistate-privacy-common-provisions/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: Multistate Comprehensive Privacy Law Common Provisions source-aware workflow +description: Verify-first workflow for producing a reviewable state privacy comparison and routing matrix. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the state privacy comparison and routing matrix, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/nar-code-of-ethics/deliverables/index.md b/bundles/compliance/nar-code-of-ethics/deliverables/index.md new file mode 100644 index 000000000..4d9a9268f --- /dev/null +++ b/bundles/compliance/nar-code-of-ethics/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: NAR Code of Ethics and Standards of Practice deliverables +--- +# NAR Code of Ethics and Standards of Practice Deliverables + +- [NAR Ethics Issue Review Brief](nar-code-of-ethics-brief.md) + diff --git a/bundles/compliance/nar-code-of-ethics/deliverables/nar-code-of-ethics-brief.md b/bundles/compliance/nar-code-of-ethics/deliverables/nar-code-of-ethics-brief.md new file mode 100644 index 000000000..ca303b266 --- /dev/null +++ b/bundles/compliance/nar-code-of-ethics/deliverables/nar-code-of-ethics-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: NAR Ethics Issue Review Brief +description: Review-ready template for NAR Code of Ethics and Standards of Practice evidence, decisions, validation, and controlled next actions. +--- +# NAR Ethics Issue Review Brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/nar-code-of-ethics/evaluations/index.md b/bundles/compliance/nar-code-of-ethics/evaluations/index.md new file mode 100644 index 000000000..0ad3104ca --- /dev/null +++ b/bundles/compliance/nar-code-of-ethics/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: NAR Code of Ethics and Standards of Practice evaluations +--- +# NAR Code of Ethics and Standards of Practice Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/nar-code-of-ethics/evaluations/source-awareness-check.md b/bundles/compliance/nar-code-of-ethics/evaluations/source-awareness-check.md new file mode 100644 index 000000000..76e097a97 --- /dev/null +++ b/bundles/compliance/nar-code-of-ethics/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: NAR Code of Ethics and Standards of Practice source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# NAR Code of Ethics and Standards of Practice Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/nar-code-of-ethics/index.md b/bundles/compliance/nar-code-of-ethics/index.md new file mode 100644 index 000000000..41abb7ad5 --- /dev/null +++ b/bundles/compliance/nar-code-of-ethics/index.md @@ -0,0 +1,102 @@ +--- +type: Bundle Index +title: NAR Code of Ethics and Standards of Practice +description: Evidence-grounded guidance for the NAR Code of Ethics and professional-standards process, with current-source, applicability, review, and authority controls. +category: compliance +version: 0.1.0 +tags: +- real-estate +- professional-ethics +- nar +- standards-of-practice +aliases: +- NAR ethics code +- REALTOR Code of Ethics +problems_solved: +- Verify the NAR Code of Ethics and professional-standards process applicability and current requirements +- Prepare a reviewable nar ethics issue review brief +industries: +- Regulated organizations +- United States +tools: +[] +frameworks: +- Source-applicability-control-evidence review +deliverables: +- NAR Ethics Issue Review Brief +commands: [] +skills: [] +evaluations: +- NAR Code of Ethics and Standards of Practice source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority. +- Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +- This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: nar-code-of-ethics +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# NAR Code of Ethics and Standards of Practice + +Use this bundle to prepare a reviewable **NAR Ethics Issue Review Brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [NAR Ethics Issue Review Brief](deliverables/nar-code-of-ethics-brief.md) +- [Quality check](evaluations/source-awareness-check.md) diff --git a/bundles/compliance/nar-code-of-ethics/log.md b/bundles/compliance/nar-code-of-ethics/log.md new file mode 100644 index 000000000..9eb5e07b6 --- /dev/null +++ b/bundles/compliance/nar-code-of-ethics/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: NAR Code of Ethics and Standards of Practice log +--- +# NAR Code of Ethics and Standards of Practice Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `nar-code-of-ethics` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/nar-code-of-ethics/overview.md b/bundles/compliance/nar-code-of-ethics/overview.md new file mode 100644 index 000000000..2600674af --- /dev/null +++ b/bundles/compliance/nar-code-of-ethics/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: NAR Code of Ethics and Standards of Practice overview +description: Scope, evidence, and authority boundaries for NAR Code of Ethics and Standards of Practice. +--- +# NAR Code of Ethics and Standards of Practice Overview + +This bundle covers the NAR Code of Ethics and professional-standards process in United States. The controlling edition is the 2026 Code effective January 1, 2026; it is a membership ethics code, not a substitute for federal, state, local, licensing, fair-housing, agency, or contract law. It supports evidence-grounded analysis and review preparation, not legal advice or a determination of compliance. + +## Evidence Contract + +Relevant evidence includes the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/nar-code-of-ethics/references/index.md b/bundles/compliance/nar-code-of-ethics/references/index.md new file mode 100644 index 000000000..1e3c3227c --- /dev/null +++ b/bundles/compliance/nar-code-of-ethics/references/index.md @@ -0,0 +1,43 @@ +--- +type: Reference Guide +title: NAR Code of Ethics and Standards of Practice Official Reference Index +description: Defines evidence-grounded planning, review, and controlled use for NAR Code of Ethics and Standards of Practice. +tags: +- real-estate +- professional-ethics +- nar +- standards-of-practice +resource: https://www.nar.realtor/about-nar/governing-documents/code-of-ethics/2026-code-of-ethics-standards-of-practice +okb_bundle_id: nar-code-of-ethics +timestamp: '2026-08-10T00:00:00Z' +--- +# NAR Code of Ethics and Standards of Practice Official Reference Index + +## Authoritative Sources + +- https://www.nar.realtor/about-nar/governing-documents/code-of-ethics/2026-code-of-ethics-standards-of-practice +- https://www.nar.realtor/about-nar/governing-documents/the-code-of-ethics + +Current-source note: The controlling edition is the 2026 Code effective January 1, 2026; it is a membership ethics code, not a substitute for federal, state, local, licensing, fair-housing, agency, or contract law. Verify effective dates, transition rules, entity scope, official forms or portals, and later amendments before relying on the guidance. + +## Evidence Required + +- Current official law, rule, standard, guidance, form, portal instructions, and effective-date materials +- Entity scope, elections or exemptions, policies, records, calculations, filings, approvals, incidents, and correspondence +- Qualified reviewer analysis and documented decision authority + +## Application Sequence + +1. Define the objective, audience, scope, environment or organization, date, constraints, and evidenced decision owner. +2. Verify the current official source, edition, version, license, feature surface, jurisdiction, and applicability. +3. Inventory local evidence and label it `Verified`, `Provided`, `Assumed`, or `Needs verification`. +4. Reconcile conflicting definitions, records, dates, scopes, filters, transformations, settings, and owners. +5. Produce the smallest reviewable NAR Ethics Issue Review Brief with options, risks, dependencies, validation, and stop conditions. +6. Obtain explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Guardrails + +- Do not invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. +- Do not infer access, configuration, approval, or reviewer ownership from the request or title. +- Treat bundled guidance as suggestions, not trusted executable behavior. +- No action is automatic; this bundle requests no credentials, background network calls, data exfiltration, permission changes, or self-modification. diff --git a/bundles/compliance/nar-code-of-ethics/workflows/index.md b/bundles/compliance/nar-code-of-ethics/workflows/index.md new file mode 100644 index 000000000..6bb72098d --- /dev/null +++ b/bundles/compliance/nar-code-of-ethics/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: NAR Code of Ethics and Standards of Practice workflows +--- +# NAR Code of Ethics and Standards of Practice Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/nar-code-of-ethics/workflows/source-aware-workflow.md b/bundles/compliance/nar-code-of-ethics/workflows/source-aware-workflow.md new file mode 100644 index 000000000..a352feee2 --- /dev/null +++ b/bundles/compliance/nar-code-of-ethics/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: NAR Code of Ethics and Standards of Practice source-aware workflow +description: Verify-first workflow for producing a reviewable NAR Ethics Issue Review Brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the NAR Ethics Issue Review Brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/net-capital-rule/deliverables/index.md b/bundles/compliance/net-capital-rule/deliverables/index.md new file mode 100644 index 000000000..e71e18ba8 --- /dev/null +++ b/bundles/compliance/net-capital-rule/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: Net Capital Rule (Exchange Act Rule 15c3-1) deliverables +--- +# Net Capital Rule (Exchange Act Rule 15c3-1) Deliverables + +- [Net Capital Calculation Review Brief](net-capital-rule-brief.md) + diff --git a/bundles/compliance/net-capital-rule/deliverables/net-capital-rule-brief.md b/bundles/compliance/net-capital-rule/deliverables/net-capital-rule-brief.md new file mode 100644 index 000000000..77726bb90 --- /dev/null +++ b/bundles/compliance/net-capital-rule/deliverables/net-capital-rule-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: Net Capital Calculation Review Brief +description: Review-ready template for Net Capital Rule (Exchange Act Rule 15c3-1) evidence, decisions, validation, and controlled next actions. +--- +# Net Capital Calculation Review Brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/net-capital-rule/evaluations/index.md b/bundles/compliance/net-capital-rule/evaluations/index.md new file mode 100644 index 000000000..5ddac4eee --- /dev/null +++ b/bundles/compliance/net-capital-rule/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: Net Capital Rule (Exchange Act Rule 15c3-1) evaluations +--- +# Net Capital Rule (Exchange Act Rule 15c3-1) Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/net-capital-rule/evaluations/source-awareness-check.md b/bundles/compliance/net-capital-rule/evaluations/source-awareness-check.md new file mode 100644 index 000000000..03c13c145 --- /dev/null +++ b/bundles/compliance/net-capital-rule/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: Net Capital Rule (Exchange Act Rule 15c3-1) source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# Net Capital Rule (Exchange Act Rule 15c3-1) Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/net-capital-rule/index.md b/bundles/compliance/net-capital-rule/index.md new file mode 100644 index 000000000..b45b56d1d --- /dev/null +++ b/bundles/compliance/net-capital-rule/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: Net Capital Rule (Exchange Act Rule 15c3-1) +description: Evidence-grounded guidance for broker-dealer net-capital calculation, early warning, and reporting controls, with current-source, applicability, review, and authority controls. +category: compliance +version: 0.1.0 +tags: +- broker-dealer +- net-capital +- sec-rule-15c3-1 +- securities +aliases: +- SEC Rule 15c3-1 +- Uniform Net Capital Rule +problems_solved: +- Verify broker-dealer net-capital calculation, early warning, and reporting controls applicability and current requirements +- Prepare a reviewable net capital calculation review brief +industries: +- Regulated organizations +- United States +tools: +[] +frameworks: +- Source-applicability-control-evidence review +deliverables: +- Net Capital Calculation Review Brief +commands: [] +skills: [] +evaluations: +- Net Capital Rule (Exchange Act Rule 15c3-1) source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +- finra-supervision-system +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - financial + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority. +- Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +- This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: net-capital-rule +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# Net Capital Rule (Exchange Act Rule 15c3-1) + +Use this bundle to prepare a reviewable **Net Capital Calculation Review Brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [Net Capital Calculation Review Brief](deliverables/net-capital-rule-brief.md) +- [Quality check](evaluations/source-awareness-check.md) diff --git a/bundles/compliance/net-capital-rule/log.md b/bundles/compliance/net-capital-rule/log.md new file mode 100644 index 000000000..821424db7 --- /dev/null +++ b/bundles/compliance/net-capital-rule/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: Net Capital Rule (Exchange Act Rule 15c3-1) log +--- +# Net Capital Rule (Exchange Act Rule 15c3-1) Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `net-capital-rule` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/net-capital-rule/overview.md b/bundles/compliance/net-capital-rule/overview.md new file mode 100644 index 000000000..19f6f3b20 --- /dev/null +++ b/bundles/compliance/net-capital-rule/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: Net Capital Rule (Exchange Act Rule 15c3-1) overview +description: Scope, evidence, and authority boundaries for Net Capital Rule (Exchange Act Rule 15c3-1). +--- +# Net Capital Rule (Exchange Act Rule 15c3-1) Overview + +This bundle covers broker-dealer net-capital calculation, early warning, and reporting controls in United States. Rule 15c3-1 calculations depend on the broker-dealer's business, elected method, allowable assets, deductions, haircuts, indebtedness, subordinated arrangements, and related SEC and FINRA interpretations; generic minimums must not be applied without classification. It supports evidence-grounded analysis and review preparation, not legal advice or a determination of compliance. + +## Evidence Contract + +Relevant evidence includes the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/net-capital-rule/references/index.md b/bundles/compliance/net-capital-rule/references/index.md new file mode 100644 index 000000000..ec6f171e8 --- /dev/null +++ b/bundles/compliance/net-capital-rule/references/index.md @@ -0,0 +1,44 @@ +--- +type: Reference Guide +title: Net Capital Rule (Exchange Act Rule 15c3-1) Official Reference Index +description: Defines evidence-grounded planning, review, and controlled use for Net Capital Rule (Exchange Act Rule 15c3-1). +tags: +- broker-dealer +- net-capital +- sec-rule-15c3-1 +- securities +resource: https://www.ecfr.gov/current/title-17/chapter-II/part-240/section-240.15c3-1 +okb_bundle_id: net-capital-rule +timestamp: '2026-08-10T00:00:00Z' +--- +# Net Capital Rule (Exchange Act Rule 15c3-1) Official Reference Index + +## Authoritative Sources + +- https://www.ecfr.gov/current/title-17/chapter-II/part-240/section-240.15c3-1 +- https://www.finra.org/sites/default/files/SEA.Rule_.15c3-1.Interpretations.pdf +- https://www.sec.gov/files/formx-17a-5_2apdf + +Current-source note: Rule 15c3-1 calculations depend on the broker-dealer's business, elected method, allowable assets, deductions, haircuts, indebtedness, subordinated arrangements, and related SEC and FINRA interpretations; generic minimums must not be applied without classification. Verify effective dates, transition rules, entity scope, official forms or portals, and later amendments before relying on the guidance. + +## Evidence Required + +- Current official law, rule, standard, guidance, form, portal instructions, and effective-date materials +- Entity scope, elections or exemptions, policies, records, calculations, filings, approvals, incidents, and correspondence +- Qualified reviewer analysis and documented decision authority + +## Application Sequence + +1. Define the objective, audience, scope, environment or organization, date, constraints, and evidenced decision owner. +2. Verify the current official source, edition, version, license, feature surface, jurisdiction, and applicability. +3. Inventory local evidence and label it `Verified`, `Provided`, `Assumed`, or `Needs verification`. +4. Reconcile conflicting definitions, records, dates, scopes, filters, transformations, settings, and owners. +5. Produce the smallest reviewable Net Capital Calculation Review Brief with options, risks, dependencies, validation, and stop conditions. +6. Obtain explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Guardrails + +- Do not invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. +- Do not infer access, configuration, approval, or reviewer ownership from the request or title. +- Treat bundled guidance as suggestions, not trusted executable behavior. +- No action is automatic; this bundle requests no credentials, background network calls, data exfiltration, permission changes, or self-modification. diff --git a/bundles/compliance/net-capital-rule/workflows/index.md b/bundles/compliance/net-capital-rule/workflows/index.md new file mode 100644 index 000000000..4a7d264f6 --- /dev/null +++ b/bundles/compliance/net-capital-rule/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: Net Capital Rule (Exchange Act Rule 15c3-1) workflows +--- +# Net Capital Rule (Exchange Act Rule 15c3-1) Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/net-capital-rule/workflows/source-aware-workflow.md b/bundles/compliance/net-capital-rule/workflows/source-aware-workflow.md new file mode 100644 index 000000000..764677547 --- /dev/null +++ b/bundles/compliance/net-capital-rule/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: Net Capital Rule (Exchange Act Rule 15c3-1) source-aware workflow +description: Verify-first workflow for producing a reviewable Net Capital Calculation Review Brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the Net Capital Calculation Review Brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/net-stable-funding-ratio/deliverables/index.md b/bundles/compliance/net-stable-funding-ratio/deliverables/index.md new file mode 100644 index 000000000..8d7855d28 --- /dev/null +++ b/bundles/compliance/net-stable-funding-ratio/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: Net Stable Funding Ratio (NSFR) Rule deliverables +--- +# Net Stable Funding Ratio (NSFR) Rule Deliverables + +- [NSFR Calculation and Shortfall Review Brief](net-stable-funding-ratio-brief.md) + diff --git a/bundles/compliance/net-stable-funding-ratio/deliverables/net-stable-funding-ratio-brief.md b/bundles/compliance/net-stable-funding-ratio/deliverables/net-stable-funding-ratio-brief.md new file mode 100644 index 000000000..c018d67de --- /dev/null +++ b/bundles/compliance/net-stable-funding-ratio/deliverables/net-stable-funding-ratio-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: NSFR Calculation and Shortfall Review Brief +description: Review-ready template for Net Stable Funding Ratio (NSFR) Rule evidence, decisions, validation, and controlled next actions. +--- +# NSFR Calculation and Shortfall Review Brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/net-stable-funding-ratio/evaluations/index.md b/bundles/compliance/net-stable-funding-ratio/evaluations/index.md new file mode 100644 index 000000000..7a97df182 --- /dev/null +++ b/bundles/compliance/net-stable-funding-ratio/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: Net Stable Funding Ratio (NSFR) Rule evaluations +--- +# Net Stable Funding Ratio (NSFR) Rule Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/net-stable-funding-ratio/evaluations/source-awareness-check.md b/bundles/compliance/net-stable-funding-ratio/evaluations/source-awareness-check.md new file mode 100644 index 000000000..a05cdfc51 --- /dev/null +++ b/bundles/compliance/net-stable-funding-ratio/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: Net Stable Funding Ratio (NSFR) Rule source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# Net Stable Funding Ratio (NSFR) Rule Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/net-stable-funding-ratio/index.md b/bundles/compliance/net-stable-funding-ratio/index.md new file mode 100644 index 000000000..50b654461 --- /dev/null +++ b/bundles/compliance/net-stable-funding-ratio/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: Net Stable Funding Ratio (NSFR) Rule +description: Evidence-grounded guidance for large-bank net stable funding ratio calculation, shortfall, and disclosure controls, with current-source, applicability, review, and authority controls. +category: compliance +version: 0.1.0 +tags: +- nsfr +- liquidity +- banking +- prudential-regulation +aliases: +- NSFR +- Regulation WW NSFR +problems_solved: +- Verify large-bank net stable funding ratio calculation, shortfall, and disclosure controls applicability and current requirements +- Prepare a reviewable nsfr calculation and shortfall review brief +industries: +- Regulated organizations +- United States +tools: +[] +frameworks: +- Source-applicability-control-evidence review +deliverables: +- NSFR Calculation and Shortfall Review Brief +commands: [] +skills: [] +evaluations: +- Net Stable Funding Ratio (NSFR) Rule source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +- basel-iii +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - financial + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority. +- Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +- This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: net-stable-funding-ratio +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# Net Stable Funding Ratio (NSFR) Rule + +Use this bundle to prepare a reviewable **NSFR Calculation and Shortfall Review Brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [NSFR Calculation and Shortfall Review Brief](deliverables/net-stable-funding-ratio-brief.md) +- [Quality check](evaluations/source-awareness-check.md) diff --git a/bundles/compliance/net-stable-funding-ratio/log.md b/bundles/compliance/net-stable-funding-ratio/log.md new file mode 100644 index 000000000..679fb4351 --- /dev/null +++ b/bundles/compliance/net-stable-funding-ratio/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: Net Stable Funding Ratio (NSFR) Rule log +--- +# Net Stable Funding Ratio (NSFR) Rule Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `net-stable-funding-ratio` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/net-stable-funding-ratio/overview.md b/bundles/compliance/net-stable-funding-ratio/overview.md new file mode 100644 index 000000000..1faa3c853 --- /dev/null +++ b/bundles/compliance/net-stable-funding-ratio/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: Net Stable Funding Ratio (NSFR) Rule overview +description: Scope, evidence, and authority boundaries for Net Stable Funding Ratio (NSFR) Rule. +--- +# Net Stable Funding Ratio (NSFR) Rule Overview + +This bundle covers large-bank net stable funding ratio calculation, shortfall, and disclosure controls in United States. The applicable agency rule and institution category govern scope and calibration. Federal Reserve Regulation WW requires an NSFR of at least 1.0 and has separate shortfall notification, remediation-plan, reporting, and public-disclosure provisions. It supports evidence-grounded analysis and review preparation, not legal advice or a determination of compliance. + +## Evidence Contract + +Relevant evidence includes the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/net-stable-funding-ratio/references/index.md b/bundles/compliance/net-stable-funding-ratio/references/index.md new file mode 100644 index 000000000..0373a5a1e --- /dev/null +++ b/bundles/compliance/net-stable-funding-ratio/references/index.md @@ -0,0 +1,44 @@ +--- +type: Reference Guide +title: Net Stable Funding Ratio (NSFR) Rule Official Reference Index +description: Defines evidence-grounded planning, review, and controlled use for Net Stable Funding Ratio (NSFR) Rule. +tags: +- nsfr +- liquidity +- banking +- prudential-regulation +resource: https://www.federalreserve.gov/frrs/regulations/section-249100-net-stable-funding-ratio.htm +okb_bundle_id: net-stable-funding-ratio +timestamp: '2026-08-10T00:00:00Z' +--- +# Net Stable Funding Ratio (NSFR) Rule Official Reference Index + +## Authoritative Sources + +- https://www.federalreserve.gov/frrs/regulations/section-249100-net-stable-funding-ratio.htm +- https://www.federalreserve.gov/frrs/regulations/section-249110-nsfr-shortfall-supervisory-framework.htm +- https://www.occ.gov/news-issuances/bulletins/2021/bulletin-2021-9.html + +Current-source note: The applicable agency rule and institution category govern scope and calibration. Federal Reserve Regulation WW requires an NSFR of at least 1.0 and has separate shortfall notification, remediation-plan, reporting, and public-disclosure provisions. Verify effective dates, transition rules, entity scope, official forms or portals, and later amendments before relying on the guidance. + +## Evidence Required + +- Current official law, rule, standard, guidance, form, portal instructions, and effective-date materials +- Entity scope, elections or exemptions, policies, records, calculations, filings, approvals, incidents, and correspondence +- Qualified reviewer analysis and documented decision authority + +## Application Sequence + +1. Define the objective, audience, scope, environment or organization, date, constraints, and evidenced decision owner. +2. Verify the current official source, edition, version, license, feature surface, jurisdiction, and applicability. +3. Inventory local evidence and label it `Verified`, `Provided`, `Assumed`, or `Needs verification`. +4. Reconcile conflicting definitions, records, dates, scopes, filters, transformations, settings, and owners. +5. Produce the smallest reviewable NSFR Calculation and Shortfall Review Brief with options, risks, dependencies, validation, and stop conditions. +6. Obtain explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Guardrails + +- Do not invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. +- Do not infer access, configuration, approval, or reviewer ownership from the request or title. +- Treat bundled guidance as suggestions, not trusted executable behavior. +- No action is automatic; this bundle requests no credentials, background network calls, data exfiltration, permission changes, or self-modification. diff --git a/bundles/compliance/net-stable-funding-ratio/workflows/index.md b/bundles/compliance/net-stable-funding-ratio/workflows/index.md new file mode 100644 index 000000000..cd21dc8de --- /dev/null +++ b/bundles/compliance/net-stable-funding-ratio/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: Net Stable Funding Ratio (NSFR) Rule workflows +--- +# Net Stable Funding Ratio (NSFR) Rule Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/net-stable-funding-ratio/workflows/source-aware-workflow.md b/bundles/compliance/net-stable-funding-ratio/workflows/source-aware-workflow.md new file mode 100644 index 000000000..648bcc4ab --- /dev/null +++ b/bundles/compliance/net-stable-funding-ratio/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: Net Stable Funding Ratio (NSFR) Rule source-aware workflow +description: Verify-first workflow for producing a reviewable NSFR Calculation and Shortfall Review Brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the NSFR Calculation and Shortfall Review Brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/nlra-compliance/deliverables/index.md b/bundles/compliance/nlra-compliance/deliverables/index.md new file mode 100644 index 000000000..a2401c23f --- /dev/null +++ b/bundles/compliance/nlra-compliance/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: National Labor Relations Act (NLRA) Compliance deliverables +--- +# National Labor Relations Act (NLRA) Compliance Deliverables + +- [NLRA Compliance Issue Brief](nlra-compliance-brief.md) + diff --git a/bundles/compliance/nlra-compliance/deliverables/nlra-compliance-brief.md b/bundles/compliance/nlra-compliance/deliverables/nlra-compliance-brief.md new file mode 100644 index 000000000..2481dbd1a --- /dev/null +++ b/bundles/compliance/nlra-compliance/deliverables/nlra-compliance-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: NLRA Compliance Issue Brief +description: Review-ready template for National Labor Relations Act (NLRA) Compliance evidence, decisions, validation, and controlled next actions. +--- +# NLRA Compliance Issue Brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/nlra-compliance/evaluations/index.md b/bundles/compliance/nlra-compliance/evaluations/index.md new file mode 100644 index 000000000..7a95e21e4 --- /dev/null +++ b/bundles/compliance/nlra-compliance/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: National Labor Relations Act (NLRA) Compliance evaluations +--- +# National Labor Relations Act (NLRA) Compliance Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/nlra-compliance/evaluations/source-awareness-check.md b/bundles/compliance/nlra-compliance/evaluations/source-awareness-check.md new file mode 100644 index 000000000..b16a9b7a1 --- /dev/null +++ b/bundles/compliance/nlra-compliance/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: National Labor Relations Act (NLRA) Compliance source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# National Labor Relations Act (NLRA) Compliance Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/nlra-compliance/index.md b/bundles/compliance/nlra-compliance/index.md new file mode 100644 index 000000000..718d418d0 --- /dev/null +++ b/bundles/compliance/nlra-compliance/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: National Labor Relations Act (NLRA) Compliance +description: Evidence-grounded guidance for NLRA rights, unfair labor practices, representation matters, bargaining, and NLRB procedure, with current-source, applicability, review, and authority controls. +category: compliance +version: 0.1.0 +tags: +- nlra +- labor-relations +- collective-bargaining +- nlrb +aliases: +- NLRA +- National Labor Relations Act +problems_solved: +- Verify NLRA rights, unfair labor practices, representation matters, bargaining, and NLRB procedure applicability and current requirements +- Prepare a reviewable nlra compliance issue brief +industries: +- Regulated organizations +- United States +tools: +[] +frameworks: +- Source-applicability-control-evidence review +deliverables: +- NLRA Compliance Issue Brief +commands: [] +skills: [] +evaluations: +- National Labor Relations Act (NLRA) Compliance source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - employment + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority. +- Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +- This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: nlra-compliance +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# National Labor Relations Act (NLRA) Compliance + +Use this bundle to prepare a reviewable **NLRA Compliance Issue Brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [NLRA Compliance Issue Brief](deliverables/nlra-compliance-brief.md) +- [Quality check](evaluations/source-awareness-check.md) diff --git a/bundles/compliance/nlra-compliance/log.md b/bundles/compliance/nlra-compliance/log.md new file mode 100644 index 000000000..825b21900 --- /dev/null +++ b/bundles/compliance/nlra-compliance/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: National Labor Relations Act (NLRA) Compliance log +--- +# National Labor Relations Act (NLRA) Compliance Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `nlra-compliance` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/nlra-compliance/overview.md b/bundles/compliance/nlra-compliance/overview.md new file mode 100644 index 000000000..87a7cd0c2 --- /dev/null +++ b/bundles/compliance/nlra-compliance/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: National Labor Relations Act (NLRA) Compliance overview +description: Scope, evidence, and authority boundaries for National Labor Relations Act (NLRA) Compliance. +--- +# National Labor Relations Act (NLRA) Compliance Overview + +This bundle covers NLRA rights, unfair labor practices, representation matters, bargaining, and NLRB procedure in United States. Current NLRB materials must be checked against live Board and appellate precedent. The 2023 joint-employer rule was vacated and the pre-2023 text of 29 CFR 103.40 was restored in February 2026; do not treat a candidate dossier's case list as fixed law. It supports evidence-grounded analysis and review preparation, not legal advice or a determination of compliance. + +## Evidence Contract + +Relevant evidence includes the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/nlra-compliance/references/index.md b/bundles/compliance/nlra-compliance/references/index.md new file mode 100644 index 000000000..77cacf718 --- /dev/null +++ b/bundles/compliance/nlra-compliance/references/index.md @@ -0,0 +1,44 @@ +--- +type: Reference Guide +title: National Labor Relations Act (NLRA) Compliance Official Reference Index +description: Defines evidence-grounded planning, review, and controlled use for National Labor Relations Act (NLRA) Compliance. +tags: +- nlra +- labor-relations +- collective-bargaining +- nlrb +resource: https://www.nlrb.gov/about-nlrb/rights-we-protect/the-law +okb_bundle_id: nlra-compliance +timestamp: '2026-08-10T00:00:00Z' +--- +# National Labor Relations Act (NLRA) Compliance Official Reference Index + +## Authoritative Sources + +- https://www.nlrb.gov/about-nlrb/rights-we-protect/the-law +- https://www.nlrb.gov/about-nlrb/what-we-do/the-standard-for-determining-joint-employer-status-final-rule +- https://www.nlrb.gov/cases-decisions + +Current-source note: Current NLRB materials must be checked against live Board and appellate precedent. The 2023 joint-employer rule was vacated and the pre-2023 text of 29 CFR 103.40 was restored in February 2026; do not treat a candidate dossier's case list as fixed law. Verify effective dates, transition rules, entity scope, official forms or portals, and later amendments before relying on the guidance. + +## Evidence Required + +- Current official law, rule, standard, guidance, form, portal instructions, and effective-date materials +- Entity scope, elections or exemptions, policies, records, calculations, filings, approvals, incidents, and correspondence +- Qualified reviewer analysis and documented decision authority + +## Application Sequence + +1. Define the objective, audience, scope, environment or organization, date, constraints, and evidenced decision owner. +2. Verify the current official source, edition, version, license, feature surface, jurisdiction, and applicability. +3. Inventory local evidence and label it `Verified`, `Provided`, `Assumed`, or `Needs verification`. +4. Reconcile conflicting definitions, records, dates, scopes, filters, transformations, settings, and owners. +5. Produce the smallest reviewable NLRA Compliance Issue Brief with options, risks, dependencies, validation, and stop conditions. +6. Obtain explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Guardrails + +- Do not invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. +- Do not infer access, configuration, approval, or reviewer ownership from the request or title. +- Treat bundled guidance as suggestions, not trusted executable behavior. +- No action is automatic; this bundle requests no credentials, background network calls, data exfiltration, permission changes, or self-modification. diff --git a/bundles/compliance/nlra-compliance/workflows/index.md b/bundles/compliance/nlra-compliance/workflows/index.md new file mode 100644 index 000000000..1b2ce712e --- /dev/null +++ b/bundles/compliance/nlra-compliance/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: National Labor Relations Act (NLRA) Compliance workflows +--- +# National Labor Relations Act (NLRA) Compliance Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/nlra-compliance/workflows/source-aware-workflow.md b/bundles/compliance/nlra-compliance/workflows/source-aware-workflow.md new file mode 100644 index 000000000..3c1a92335 --- /dev/null +++ b/bundles/compliance/nlra-compliance/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: National Labor Relations Act (NLRA) Compliance source-aware workflow +description: Verify-first workflow for producing a reviewable NLRA Compliance Issue Brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the NLRA Compliance Issue Brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/nmls-company-branch-licensing/deliverables/index.md b/bundles/compliance/nmls-company-branch-licensing/deliverables/index.md new file mode 100644 index 000000000..9d5b76e23 --- /dev/null +++ b/bundles/compliance/nmls-company-branch-licensing/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: NMLS Company, Branch and Control Person Licensing deliverables +--- +# NMLS Company, Branch and Control Person Licensing Deliverables + +- [NMLS Licensing Readiness Brief](nmls-company-branch-licensing-brief.md) + diff --git a/bundles/compliance/nmls-company-branch-licensing/deliverables/nmls-company-branch-licensing-brief.md b/bundles/compliance/nmls-company-branch-licensing/deliverables/nmls-company-branch-licensing-brief.md new file mode 100644 index 000000000..4548f584d --- /dev/null +++ b/bundles/compliance/nmls-company-branch-licensing/deliverables/nmls-company-branch-licensing-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: NMLS Licensing Readiness Brief +description: Review-ready template for NMLS Company, Branch and Control Person Licensing evidence, decisions, validation, and controlled next actions. +--- +# NMLS Licensing Readiness Brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/nmls-company-branch-licensing/evaluations/index.md b/bundles/compliance/nmls-company-branch-licensing/evaluations/index.md new file mode 100644 index 000000000..9938a5038 --- /dev/null +++ b/bundles/compliance/nmls-company-branch-licensing/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: NMLS Company, Branch and Control Person Licensing evaluations +--- +# NMLS Company, Branch and Control Person Licensing Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/nmls-company-branch-licensing/evaluations/source-awareness-check.md b/bundles/compliance/nmls-company-branch-licensing/evaluations/source-awareness-check.md new file mode 100644 index 000000000..60fa15029 --- /dev/null +++ b/bundles/compliance/nmls-company-branch-licensing/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: NMLS Company, Branch and Control Person Licensing source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# NMLS Company, Branch and Control Person Licensing Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/nmls-company-branch-licensing/index.md b/bundles/compliance/nmls-company-branch-licensing/index.md new file mode 100644 index 000000000..6b90eb615 --- /dev/null +++ b/bundles/compliance/nmls-company-branch-licensing/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: NMLS Company, Branch and Control Person Licensing +description: Evidence-grounded guidance for NMLS company, branch, control-person, relationship, and sponsorship workflows, with current-source, applicability, review, and authority controls. +category: compliance +version: 0.1.0 +tags: +- nmls +- mortgage-licensing +- company-licensing +- branch-licensing +aliases: +- NMLS company licensing +- MU1 MU2 MU3 licensing +problems_solved: +- Verify NMLS company, branch, control-person, relationship, and sponsorship workflows applicability and current requirements +- Prepare a reviewable nmls licensing readiness brief +industries: +- Regulated organizations +- United States +tools: +[] +frameworks: +- Source-applicability-control-evidence review +deliverables: +- NMLS Licensing Readiness Brief +commands: [] +skills: [] +evaluations: +- NMLS Company, Branch and Control Person Licensing source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - financial + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority. +- Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +- This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: nmls-company-branch-licensing +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# NMLS Company, Branch and Control Person Licensing + +Use this bundle to prepare a reviewable **NMLS Licensing Readiness Brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [NMLS Licensing Readiness Brief](deliverables/nmls-company-branch-licensing-brief.md) +- [Quality check](evaluations/source-awareness-check.md) diff --git a/bundles/compliance/nmls-company-branch-licensing/log.md b/bundles/compliance/nmls-company-branch-licensing/log.md new file mode 100644 index 000000000..a75b5aeb6 --- /dev/null +++ b/bundles/compliance/nmls-company-branch-licensing/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: NMLS Company, Branch and Control Person Licensing log +--- +# NMLS Company, Branch and Control Person Licensing Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `nmls-company-branch-licensing` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/nmls-company-branch-licensing/overview.md b/bundles/compliance/nmls-company-branch-licensing/overview.md new file mode 100644 index 000000000..ce9376e58 --- /dev/null +++ b/bundles/compliance/nmls-company-branch-licensing/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: NMLS Company, Branch and Control Person Licensing overview +description: Scope, evidence, and authority boundaries for NMLS Company, Branch and Control Person Licensing. +--- +# NMLS Company, Branch and Control Person Licensing Overview + +This bundle covers NMLS company, branch, control-person, relationship, and sponsorship workflows in United States. NMLS is a system of record and filing channel, while license requirements are set by each participating state or agency. MU1, MU2, and MU3 data must be reconciled to the applicable jurisdiction checklist and current NMLS policy guide. It supports evidence-grounded analysis and review preparation, not legal advice or a determination of compliance. + +## Evidence Contract + +Relevant evidence includes the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/nmls-company-branch-licensing/references/index.md b/bundles/compliance/nmls-company-branch-licensing/references/index.md new file mode 100644 index 000000000..34462450c --- /dev/null +++ b/bundles/compliance/nmls-company-branch-licensing/references/index.md @@ -0,0 +1,43 @@ +--- +type: Reference Guide +title: NMLS Company, Branch and Control Person Licensing Official Reference Index +description: Defines evidence-grounded planning, review, and controlled use for NMLS Company, Branch and Control Person Licensing. +tags: +- nmls +- mortgage-licensing +- company-licensing +- branch-licensing +resource: https://mortgage.nationwidelicensingsystem.org/knowledge/products/nmls/pubs/policyGuide/index.html +okb_bundle_id: nmls-company-branch-licensing +timestamp: '2026-08-10T00:00:00Z' +--- +# NMLS Company, Branch and Control Person Licensing Official Reference Index + +## Authoritative Sources + +- https://mortgage.nationwidelicensingsystem.org/knowledge/products/nmls/pubs/policyGuide/index.html +- https://mortgage.nationwidelicensingsystem.org/slr/Pages/DynamicLicenses.aspx + +Current-source note: NMLS is a system of record and filing channel, while license requirements are set by each participating state or agency. MU1, MU2, and MU3 data must be reconciled to the applicable jurisdiction checklist and current NMLS policy guide. Verify effective dates, transition rules, entity scope, official forms or portals, and later amendments before relying on the guidance. + +## Evidence Required + +- Current official law, rule, standard, guidance, form, portal instructions, and effective-date materials +- Entity scope, elections or exemptions, policies, records, calculations, filings, approvals, incidents, and correspondence +- Qualified reviewer analysis and documented decision authority + +## Application Sequence + +1. Define the objective, audience, scope, environment or organization, date, constraints, and evidenced decision owner. +2. Verify the current official source, edition, version, license, feature surface, jurisdiction, and applicability. +3. Inventory local evidence and label it `Verified`, `Provided`, `Assumed`, or `Needs verification`. +4. Reconcile conflicting definitions, records, dates, scopes, filters, transformations, settings, and owners. +5. Produce the smallest reviewable NMLS Licensing Readiness Brief with options, risks, dependencies, validation, and stop conditions. +6. Obtain explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Guardrails + +- Do not invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. +- Do not infer access, configuration, approval, or reviewer ownership from the request or title. +- Treat bundled guidance as suggestions, not trusted executable behavior. +- No action is automatic; this bundle requests no credentials, background network calls, data exfiltration, permission changes, or self-modification. diff --git a/bundles/compliance/nmls-company-branch-licensing/workflows/index.md b/bundles/compliance/nmls-company-branch-licensing/workflows/index.md new file mode 100644 index 000000000..02a1d7235 --- /dev/null +++ b/bundles/compliance/nmls-company-branch-licensing/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: NMLS Company, Branch and Control Person Licensing workflows +--- +# NMLS Company, Branch and Control Person Licensing Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/nmls-company-branch-licensing/workflows/source-aware-workflow.md b/bundles/compliance/nmls-company-branch-licensing/workflows/source-aware-workflow.md new file mode 100644 index 000000000..fe77f518a --- /dev/null +++ b/bundles/compliance/nmls-company-branch-licensing/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: NMLS Company, Branch and Control Person Licensing source-aware workflow +description: Verify-first workflow for producing a reviewable NMLS Licensing Readiness Brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the NMLS Licensing Readiness Brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/nydfs-cybersecurity-part-500/deliverables/index.md b/bundles/compliance/nydfs-cybersecurity-part-500/deliverables/index.md new file mode 100644 index 000000000..bee3f1532 --- /dev/null +++ b/bundles/compliance/nydfs-cybersecurity-part-500/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: NYDFS Cybersecurity Requirements (23 NYCRR Part 500) deliverables +--- +# NYDFS Cybersecurity Requirements (23 NYCRR Part 500) Deliverables + +- [Part 500 Compliance and Filing Brief](nydfs-cybersecurity-part-500-brief.md) + diff --git a/bundles/compliance/nydfs-cybersecurity-part-500/deliverables/nydfs-cybersecurity-part-500-brief.md b/bundles/compliance/nydfs-cybersecurity-part-500/deliverables/nydfs-cybersecurity-part-500-brief.md new file mode 100644 index 000000000..e384786ba --- /dev/null +++ b/bundles/compliance/nydfs-cybersecurity-part-500/deliverables/nydfs-cybersecurity-part-500-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: Part 500 Compliance and Filing Brief +description: Review-ready template for NYDFS Cybersecurity Requirements (23 NYCRR Part 500) evidence, decisions, validation, and controlled next actions. +--- +# Part 500 Compliance and Filing Brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/nydfs-cybersecurity-part-500/evaluations/index.md b/bundles/compliance/nydfs-cybersecurity-part-500/evaluations/index.md new file mode 100644 index 000000000..d28551922 --- /dev/null +++ b/bundles/compliance/nydfs-cybersecurity-part-500/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: NYDFS Cybersecurity Requirements (23 NYCRR Part 500) evaluations +--- +# NYDFS Cybersecurity Requirements (23 NYCRR Part 500) Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/nydfs-cybersecurity-part-500/evaluations/source-awareness-check.md b/bundles/compliance/nydfs-cybersecurity-part-500/evaluations/source-awareness-check.md new file mode 100644 index 000000000..1fcb8cd91 --- /dev/null +++ b/bundles/compliance/nydfs-cybersecurity-part-500/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: NYDFS Cybersecurity Requirements (23 NYCRR Part 500) source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# NYDFS Cybersecurity Requirements (23 NYCRR Part 500) Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/nydfs-cybersecurity-part-500/index.md b/bundles/compliance/nydfs-cybersecurity-part-500/index.md new file mode 100644 index 000000000..df6100146 --- /dev/null +++ b/bundles/compliance/nydfs-cybersecurity-part-500/index.md @@ -0,0 +1,104 @@ +--- +type: Bundle Index +title: NYDFS Cybersecurity Requirements (23 NYCRR Part 500) +description: Evidence-grounded guidance for 23 NYCRR Part 500 cybersecurity governance, controls, notices, and annual filings, with current-source, applicability, review, and authority controls. +category: compliance +version: 0.1.0 +tags: +- nydfs +- cybersecurity +- part-500 +- financial-services +aliases: +- 23 NYCRR Part 500 +- NYDFS Part 500 +problems_solved: +- Verify 23 NYCRR Part 500 cybersecurity governance, controls, notices, and annual filings applicability and current requirements +- Prepare a reviewable part 500 compliance and filing brief +industries: +- Regulated organizations +- New York, United States +tools: +[] +frameworks: +- Source-applicability-control-evidence review +deliverables: +- Part 500 Compliance and Filing Brief +commands: [] +skills: [] +evaluations: +- NYDFS Cybersecurity Requirements (23 NYCRR Part 500) source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +- sec-cybersecurity-disclosure-rules +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - security + - financial + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority. +- Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +- This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: nydfs-cybersecurity-part-500 +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# NYDFS Cybersecurity Requirements (23 NYCRR Part 500) + +Use this bundle to prepare a reviewable **Part 500 Compliance and Filing Brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [Part 500 Compliance and Filing Brief](deliverables/nydfs-cybersecurity-part-500-brief.md) +- [Quality check](evaluations/source-awareness-check.md) diff --git a/bundles/compliance/nydfs-cybersecurity-part-500/log.md b/bundles/compliance/nydfs-cybersecurity-part-500/log.md new file mode 100644 index 000000000..319251b12 --- /dev/null +++ b/bundles/compliance/nydfs-cybersecurity-part-500/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: NYDFS Cybersecurity Requirements (23 NYCRR Part 500) log +--- +# NYDFS Cybersecurity Requirements (23 NYCRR Part 500) Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `nydfs-cybersecurity-part-500` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/nydfs-cybersecurity-part-500/overview.md b/bundles/compliance/nydfs-cybersecurity-part-500/overview.md new file mode 100644 index 000000000..945e6143f --- /dev/null +++ b/bundles/compliance/nydfs-cybersecurity-part-500/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: NYDFS Cybersecurity Requirements (23 NYCRR Part 500) overview +description: Scope, evidence, and authority boundaries for NYDFS Cybersecurity Requirements (23 NYCRR Part 500). +--- +# NYDFS Cybersecurity Requirements (23 NYCRR Part 500) Overview + +This bundle covers 23 NYCRR Part 500 cybersecurity governance, controls, notices, and annual filings in New York, United States. The amended regulation has staged requirements and entity-specific exemptions. Current DFS instructions and portal state must be verified for incident, extortion-payment, certification or acknowledgment, and exemption filings; May 2026 heightened-threat guidance does not itself create new legal requirements. It supports evidence-grounded analysis and review preparation, not legal advice or a determination of compliance. + +## Evidence Contract + +Relevant evidence includes the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/nydfs-cybersecurity-part-500/references/index.md b/bundles/compliance/nydfs-cybersecurity-part-500/references/index.md new file mode 100644 index 000000000..7484b8bac --- /dev/null +++ b/bundles/compliance/nydfs-cybersecurity-part-500/references/index.md @@ -0,0 +1,44 @@ +--- +type: Reference Guide +title: NYDFS Cybersecurity Requirements (23 NYCRR Part 500) Official Reference Index +description: Defines evidence-grounded planning, review, and controlled use for NYDFS Cybersecurity Requirements (23 NYCRR Part 500). +tags: +- nydfs +- cybersecurity +- part-500 +- financial-services +resource: https://www.dfs.ny.gov/industry-guidance/cybersecurity +okb_bundle_id: nydfs-cybersecurity-part-500 +timestamp: '2026-08-10T00:00:00Z' +--- +# NYDFS Cybersecurity Requirements (23 NYCRR Part 500) Official Reference Index + +## Authoritative Sources + +- https://www.dfs.ny.gov/industry-guidance/cybersecurity +- https://www.dfs.ny.gov/industry-guidance/industry-letters/20260521-guidance-on-measures-reg-entities-should-consider-in-a-hcte +- https://www.dfs.ny.gov/system/files/documents/2026/03/Instructions-for-Submitting-a-Notice-of-Exemption_0.pdf + +Current-source note: The amended regulation has staged requirements and entity-specific exemptions. Current DFS instructions and portal state must be verified for incident, extortion-payment, certification or acknowledgment, and exemption filings; May 2026 heightened-threat guidance does not itself create new legal requirements. Verify effective dates, transition rules, entity scope, official forms or portals, and later amendments before relying on the guidance. + +## Evidence Required + +- Current official law, rule, standard, guidance, form, portal instructions, and effective-date materials +- Entity scope, elections or exemptions, policies, records, calculations, filings, approvals, incidents, and correspondence +- Qualified reviewer analysis and documented decision authority + +## Application Sequence + +1. Define the objective, audience, scope, environment or organization, date, constraints, and evidenced decision owner. +2. Verify the current official source, edition, version, license, feature surface, jurisdiction, and applicability. +3. Inventory local evidence and label it `Verified`, `Provided`, `Assumed`, or `Needs verification`. +4. Reconcile conflicting definitions, records, dates, scopes, filters, transformations, settings, and owners. +5. Produce the smallest reviewable Part 500 Compliance and Filing Brief with options, risks, dependencies, validation, and stop conditions. +6. Obtain explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Guardrails + +- Do not invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. +- Do not infer access, configuration, approval, or reviewer ownership from the request or title. +- Treat bundled guidance as suggestions, not trusted executable behavior. +- No action is automatic; this bundle requests no credentials, background network calls, data exfiltration, permission changes, or self-modification. diff --git a/bundles/compliance/nydfs-cybersecurity-part-500/workflows/index.md b/bundles/compliance/nydfs-cybersecurity-part-500/workflows/index.md new file mode 100644 index 000000000..63e2cbf73 --- /dev/null +++ b/bundles/compliance/nydfs-cybersecurity-part-500/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: NYDFS Cybersecurity Requirements (23 NYCRR Part 500) workflows +--- +# NYDFS Cybersecurity Requirements (23 NYCRR Part 500) Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/nydfs-cybersecurity-part-500/workflows/source-aware-workflow.md b/bundles/compliance/nydfs-cybersecurity-part-500/workflows/source-aware-workflow.md new file mode 100644 index 000000000..30af44567 --- /dev/null +++ b/bundles/compliance/nydfs-cybersecurity-part-500/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: NYDFS Cybersecurity Requirements (23 NYCRR Part 500) source-aware workflow +description: Verify-first workflow for producing a reviewable Part 500 Compliance and Filing Brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the Part 500 Compliance and Filing Brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/oig-compliance-program-guidance/deliverables/index.md b/bundles/compliance/oig-compliance-program-guidance/deliverables/index.md new file mode 100644 index 000000000..6cf4cac6e --- /dev/null +++ b/bundles/compliance/oig-compliance-program-guidance/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: OIG Compliance Program Guidance deliverables +--- +# OIG Compliance Program Guidance Deliverables + +- [healthcare compliance-program assessment](oig-compliance-program-guidance-brief.md) + diff --git a/bundles/compliance/oig-compliance-program-guidance/deliverables/oig-compliance-program-guidance-brief.md b/bundles/compliance/oig-compliance-program-guidance/deliverables/oig-compliance-program-guidance-brief.md new file mode 100644 index 000000000..15a8609c1 --- /dev/null +++ b/bundles/compliance/oig-compliance-program-guidance/deliverables/oig-compliance-program-guidance-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: healthcare compliance-program assessment +description: Review-ready template for OIG Compliance Program Guidance evidence, decisions, validation, and controlled next actions. +--- +# healthcare compliance-program assessment + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/oig-compliance-program-guidance/evaluations/index.md b/bundles/compliance/oig-compliance-program-guidance/evaluations/index.md new file mode 100644 index 000000000..2e9fc31c9 --- /dev/null +++ b/bundles/compliance/oig-compliance-program-guidance/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: OIG Compliance Program Guidance evaluations +--- +# OIG Compliance Program Guidance Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/oig-compliance-program-guidance/evaluations/source-awareness-check.md b/bundles/compliance/oig-compliance-program-guidance/evaluations/source-awareness-check.md new file mode 100644 index 000000000..a8944060e --- /dev/null +++ b/bundles/compliance/oig-compliance-program-guidance/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: OIG Compliance Program Guidance source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# OIG Compliance Program Guidance Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/oig-compliance-program-guidance/index.md b/bundles/compliance/oig-compliance-program-guidance/index.md new file mode 100644 index 000000000..b7e18789d --- /dev/null +++ b/bundles/compliance/oig-compliance-program-guidance/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: OIG Compliance Program Guidance +description: Use current official sources and local evidence to prepare a review-ready healthcare compliance-program assessment for OIG Compliance Program Guidance. +category: compliance +version: 0.1.0 +tags: +- oig +- compliance +- united-states +aliases: +- OIG Compliance Program Guidance +- United States +problems_solved: +- Determine the applicable scope and current source set for OIG Compliance Program Guidance. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable healthcare compliance-program assessment without making an unsupported compliance claim. +industries: +- Healthcare providers, suppliers, plans, and related entities +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- healthcare compliance-program assessment +commands: [] +skills: [] +evaluations: +- OIG Compliance Program Guidance source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - medical + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: oig-compliance-program-guidance +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# OIG Compliance Program Guidance + +Use this bundle to prepare a reviewable **healthcare compliance-program assessment** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [healthcare compliance-program assessment](deliverables/oig-compliance-program-guidance-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/oig-compliance-program-guidance/log.md b/bundles/compliance/oig-compliance-program-guidance/log.md new file mode 100644 index 000000000..538c07018 --- /dev/null +++ b/bundles/compliance/oig-compliance-program-guidance/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: OIG Compliance Program Guidance log +--- +# OIG Compliance Program Guidance Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `oig-compliance-program-guidance` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/oig-compliance-program-guidance/overview.md b/bundles/compliance/oig-compliance-program-guidance/overview.md new file mode 100644 index 000000000..066efc3fb --- /dev/null +++ b/bundles/compliance/oig-compliance-program-guidance/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: OIG Compliance Program Guidance overview +description: Scope, evidence, and authority boundaries for OIG Compliance Program Guidance. +--- +# OIG Compliance Program Guidance Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for OIG Compliance Program Guidance. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/oig-compliance-program-guidance/references/index.md b/bundles/compliance/oig-compliance-program-guidance/references/index.md new file mode 100644 index 000000000..c7ce44225 --- /dev/null +++ b/bundles/compliance/oig-compliance-program-guidance/references/index.md @@ -0,0 +1,16 @@ +--- +type: Reference Index +title: OIG Compliance Program Guidance official references +description: Current official sources and applicability notes for OIG Compliance Program Guidance. +--- +# Official Reference Index + +1. https://oig.hhs.gov/compliance/compliance-guidance/ +2. https://oig.hhs.gov/compliance/general-compliance-program-guidance/ + +## Current-Source Note + +OIG guidance is voluntary and nonbinding, and industry-specific guidance continues to be issued. Verify the current General and applicable Industry-Specific Compliance Program Guidance before assessing a program. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/oig-compliance-program-guidance/workflows/index.md b/bundles/compliance/oig-compliance-program-guidance/workflows/index.md new file mode 100644 index 000000000..1f4ea0196 --- /dev/null +++ b/bundles/compliance/oig-compliance-program-guidance/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: OIG Compliance Program Guidance workflows +--- +# OIG Compliance Program Guidance Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/oig-compliance-program-guidance/workflows/source-aware-workflow.md b/bundles/compliance/oig-compliance-program-guidance/workflows/source-aware-workflow.md new file mode 100644 index 000000000..72c854929 --- /dev/null +++ b/bundles/compliance/oig-compliance-program-guidance/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: OIG Compliance Program Guidance source-aware workflow +description: Verify-first workflow for producing a reviewable healthcare compliance-program assessment. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the healthcare compliance-program assessment, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/oig-exclusion-screening/deliverables/index.md b/bundles/compliance/oig-exclusion-screening/deliverables/index.md new file mode 100644 index 000000000..0c11e4151 --- /dev/null +++ b/bundles/compliance/oig-exclusion-screening/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: OIG Exclusion Screening and Exclusion Authorities deliverables +--- +# OIG Exclusion Screening and Exclusion Authorities Deliverables + +- [LEIE screening and resolution brief](oig-exclusion-screening-brief.md) + diff --git a/bundles/compliance/oig-exclusion-screening/deliverables/oig-exclusion-screening-brief.md b/bundles/compliance/oig-exclusion-screening/deliverables/oig-exclusion-screening-brief.md new file mode 100644 index 000000000..46aea165f --- /dev/null +++ b/bundles/compliance/oig-exclusion-screening/deliverables/oig-exclusion-screening-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: LEIE screening and resolution brief +description: Review-ready template for OIG Exclusion Screening and Exclusion Authorities evidence, decisions, validation, and controlled next actions. +--- +# LEIE screening and resolution brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/oig-exclusion-screening/evaluations/index.md b/bundles/compliance/oig-exclusion-screening/evaluations/index.md new file mode 100644 index 000000000..2bcff53f7 --- /dev/null +++ b/bundles/compliance/oig-exclusion-screening/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: OIG Exclusion Screening and Exclusion Authorities evaluations +--- +# OIG Exclusion Screening and Exclusion Authorities Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/oig-exclusion-screening/evaluations/source-awareness-check.md b/bundles/compliance/oig-exclusion-screening/evaluations/source-awareness-check.md new file mode 100644 index 000000000..164dc3c5b --- /dev/null +++ b/bundles/compliance/oig-exclusion-screening/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: OIG Exclusion Screening and Exclusion Authorities source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# OIG Exclusion Screening and Exclusion Authorities Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/oig-exclusion-screening/index.md b/bundles/compliance/oig-exclusion-screening/index.md new file mode 100644 index 000000000..b684d9c10 --- /dev/null +++ b/bundles/compliance/oig-exclusion-screening/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: OIG Exclusion Screening and Exclusion Authorities +description: Use current official sources and local evidence to prepare a review-ready LEIE screening and resolution brief for OIG Exclusion Screening and Exclusion Authorities. +category: compliance +version: 0.1.0 +tags: +- oig +- compliance +- united-states +aliases: +- OIG Exclusion Screening and Exclusion Authorities +- United States +problems_solved: +- Determine the applicable scope and current source set for OIG Exclusion Screening and Exclusion Authorities. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable LEIE screening and resolution brief without making an unsupported compliance claim. +industries: +- Healthcare organizations participating in federal health care programs +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- LEIE screening and resolution brief +commands: [] +skills: [] +evaluations: +- OIG Exclusion Screening and Exclusion Authorities source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - medical + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: oig-exclusion-screening +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# OIG Exclusion Screening and Exclusion Authorities + +Use this bundle to prepare a reviewable **LEIE screening and resolution brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [LEIE screening and resolution brief](deliverables/oig-exclusion-screening-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/oig-exclusion-screening/log.md b/bundles/compliance/oig-exclusion-screening/log.md new file mode 100644 index 000000000..b7a563875 --- /dev/null +++ b/bundles/compliance/oig-exclusion-screening/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: OIG Exclusion Screening and Exclusion Authorities log +--- +# OIG Exclusion Screening and Exclusion Authorities Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `oig-exclusion-screening` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/oig-exclusion-screening/overview.md b/bundles/compliance/oig-exclusion-screening/overview.md new file mode 100644 index 000000000..78559d128 --- /dev/null +++ b/bundles/compliance/oig-exclusion-screening/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: OIG Exclusion Screening and Exclusion Authorities overview +description: Scope, evidence, and authority boundaries for OIG Exclusion Screening and Exclusion Authorities. +--- +# OIG Exclusion Screening and Exclusion Authorities Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for OIG Exclusion Screening and Exclusion Authorities. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/oig-exclusion-screening/references/index.md b/bundles/compliance/oig-exclusion-screening/references/index.md new file mode 100644 index 000000000..5383c2b7f --- /dev/null +++ b/bundles/compliance/oig-exclusion-screening/references/index.md @@ -0,0 +1,17 @@ +--- +type: Reference Index +title: OIG Exclusion Screening and Exclusion Authorities official references +description: Current official sources and applicability notes for OIG Exclusion Screening and Exclusion Authorities. +--- +# Official Reference Index + +1. https://oig.hhs.gov/exclusions/ +2. https://oig.hhs.gov/exclusions/leie-database-supplement-downloads/ +3. https://oig.hhs.gov/exclusions/background-information-exclusion-authorities/ + +## Current-Source Note + +Use the current LEIE and monthly update files, document identity matching and resolution, and confirm uncertain matches through OIG's verification process. A name match alone is not a final identity conclusion. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/oig-exclusion-screening/workflows/index.md b/bundles/compliance/oig-exclusion-screening/workflows/index.md new file mode 100644 index 000000000..37b721492 --- /dev/null +++ b/bundles/compliance/oig-exclusion-screening/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: OIG Exclusion Screening and Exclusion Authorities workflows +--- +# OIG Exclusion Screening and Exclusion Authorities Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/oig-exclusion-screening/workflows/source-aware-workflow.md b/bundles/compliance/oig-exclusion-screening/workflows/source-aware-workflow.md new file mode 100644 index 000000000..8f700d722 --- /dev/null +++ b/bundles/compliance/oig-exclusion-screening/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: OIG Exclusion Screening and Exclusion Authorities source-aware workflow +description: Verify-first workflow for producing a reviewable LEIE screening and resolution brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the LEIE screening and resolution brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/open-banking-1033/deliverables/index.md b/bundles/compliance/open-banking-1033/deliverables/index.md new file mode 100644 index 000000000..850e85b63 --- /dev/null +++ b/bundles/compliance/open-banking-1033/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: CFPB Personal Financial Data Rights (Section 1033) deliverables +--- +# CFPB Personal Financial Data Rights (Section 1033) Deliverables + +- [Section 1033 implementation-status brief](open-banking-1033-brief.md) + diff --git a/bundles/compliance/open-banking-1033/deliverables/open-banking-1033-brief.md b/bundles/compliance/open-banking-1033/deliverables/open-banking-1033-brief.md new file mode 100644 index 000000000..48d3fe2c4 --- /dev/null +++ b/bundles/compliance/open-banking-1033/deliverables/open-banking-1033-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: Section 1033 implementation-status brief +description: Review-ready template for CFPB Personal Financial Data Rights (Section 1033) evidence, decisions, validation, and controlled next actions. +--- +# Section 1033 implementation-status brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/open-banking-1033/evaluations/index.md b/bundles/compliance/open-banking-1033/evaluations/index.md new file mode 100644 index 000000000..b87f71bad --- /dev/null +++ b/bundles/compliance/open-banking-1033/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: CFPB Personal Financial Data Rights (Section 1033) evaluations +--- +# CFPB Personal Financial Data Rights (Section 1033) Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/open-banking-1033/evaluations/source-awareness-check.md b/bundles/compliance/open-banking-1033/evaluations/source-awareness-check.md new file mode 100644 index 000000000..a697db096 --- /dev/null +++ b/bundles/compliance/open-banking-1033/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: CFPB Personal Financial Data Rights (Section 1033) source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# CFPB Personal Financial Data Rights (Section 1033) Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/open-banking-1033/index.md b/bundles/compliance/open-banking-1033/index.md new file mode 100644 index 000000000..8ad43f374 --- /dev/null +++ b/bundles/compliance/open-banking-1033/index.md @@ -0,0 +1,104 @@ +--- +type: Bundle Index +title: CFPB Personal Financial Data Rights (Section 1033) +description: Use current official sources and local evidence to prepare a review-ready Section 1033 implementation-status brief for CFPB Personal Financial Data Rights (Section 1033). +category: compliance +version: 0.1.0 +tags: +- open +- compliance +- united-states +aliases: +- CFPB Personal Financial Data Rights (Section 1033) +- United States +problems_solved: +- Determine the applicable scope and current source set for CFPB Personal Financial Data Rights (Section 1033). +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable Section 1033 implementation-status brief without making an unsupported compliance claim. +industries: +- Banks, data providers, third parties, aggregators, and standard setters +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- Section 1033 implementation-status brief +commands: [] +skills: [] +evaluations: +- CFPB Personal Financial Data Rights (Section 1033) source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - financial + - privacy + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: open-banking-1033 +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# CFPB Personal Financial Data Rights (Section 1033) + +Use this bundle to prepare a reviewable **Section 1033 implementation-status brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [Section 1033 implementation-status brief](deliverables/open-banking-1033-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/open-banking-1033/log.md b/bundles/compliance/open-banking-1033/log.md new file mode 100644 index 000000000..5a5cca625 --- /dev/null +++ b/bundles/compliance/open-banking-1033/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: CFPB Personal Financial Data Rights (Section 1033) log +--- +# CFPB Personal Financial Data Rights (Section 1033) Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `open-banking-1033` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/open-banking-1033/overview.md b/bundles/compliance/open-banking-1033/overview.md new file mode 100644 index 000000000..d65b8293e --- /dev/null +++ b/bundles/compliance/open-banking-1033/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: CFPB Personal Financial Data Rights (Section 1033) overview +description: Scope, evidence, and authority boundaries for CFPB Personal Financial Data Rights (Section 1033). +--- +# CFPB Personal Financial Data Rights (Section 1033) Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for CFPB Personal Financial Data Rights (Section 1033). It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/open-banking-1033/references/index.md b/bundles/compliance/open-banking-1033/references/index.md new file mode 100644 index 000000000..a9222c42c --- /dev/null +++ b/bundles/compliance/open-banking-1033/references/index.md @@ -0,0 +1,16 @@ +--- +type: Reference Index +title: CFPB Personal Financial Data Rights (Section 1033) official references +description: Current official sources and applicability notes for CFPB Personal Financial Data Rights (Section 1033). +--- +# Official Reference Index + +1. https://www.consumerfinance.gov/personal-financial-data-rights/ +2. https://www.consumerfinance.gov/rules-policy/regulations/1033/ + +## Current-Source Note + +The CFPB issued a final personal financial data rights rule in October 2024 and began reconsideration in August 2025. Verify the current CFR text, litigation or agency actions, effective and compliance dates, entity and product coverage, authorization, privacy, security, fees, and standard-setting status before planning implementation. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/open-banking-1033/workflows/index.md b/bundles/compliance/open-banking-1033/workflows/index.md new file mode 100644 index 000000000..56da31739 --- /dev/null +++ b/bundles/compliance/open-banking-1033/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: CFPB Personal Financial Data Rights (Section 1033) workflows +--- +# CFPB Personal Financial Data Rights (Section 1033) Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/open-banking-1033/workflows/source-aware-workflow.md b/bundles/compliance/open-banking-1033/workflows/source-aware-workflow.md new file mode 100644 index 000000000..2fe78934a --- /dev/null +++ b/bundles/compliance/open-banking-1033/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: CFPB Personal Financial Data Rights (Section 1033) source-aware workflow +description: Verify-first workflow for producing a reviewable Section 1033 implementation-status brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the Section 1033 implementation-status brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/pcaob-auditing-standards/deliverables/index.md b/bundles/compliance/pcaob-auditing-standards/deliverables/index.md new file mode 100644 index 000000000..8b03dc0f6 --- /dev/null +++ b/bundles/compliance/pcaob-auditing-standards/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: PCAOB Auditing Standards (AS Series) deliverables +--- +# PCAOB Auditing Standards (AS Series) Deliverables + +- [PCAOB Standards Applicability Brief](pcaob-auditing-standards-brief.md) + diff --git a/bundles/compliance/pcaob-auditing-standards/deliverables/pcaob-auditing-standards-brief.md b/bundles/compliance/pcaob-auditing-standards/deliverables/pcaob-auditing-standards-brief.md new file mode 100644 index 000000000..0eb86fe5b --- /dev/null +++ b/bundles/compliance/pcaob-auditing-standards/deliverables/pcaob-auditing-standards-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: PCAOB Standards Applicability Brief +description: Review-ready template for PCAOB Auditing Standards (AS Series) evidence, decisions, validation, and controlled next actions. +--- +# PCAOB Standards Applicability Brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/pcaob-auditing-standards/evaluations/index.md b/bundles/compliance/pcaob-auditing-standards/evaluations/index.md new file mode 100644 index 000000000..5dc0e8785 --- /dev/null +++ b/bundles/compliance/pcaob-auditing-standards/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: PCAOB Auditing Standards (AS Series) evaluations +--- +# PCAOB Auditing Standards (AS Series) Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/pcaob-auditing-standards/evaluations/source-awareness-check.md b/bundles/compliance/pcaob-auditing-standards/evaluations/source-awareness-check.md new file mode 100644 index 000000000..53b747f4e --- /dev/null +++ b/bundles/compliance/pcaob-auditing-standards/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: PCAOB Auditing Standards (AS Series) source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# PCAOB Auditing Standards (AS Series) Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/pcaob-auditing-standards/index.md b/bundles/compliance/pcaob-auditing-standards/index.md new file mode 100644 index 000000000..fb67b2e37 --- /dev/null +++ b/bundles/compliance/pcaob-auditing-standards/index.md @@ -0,0 +1,104 @@ +--- +type: Bundle Index +title: PCAOB Auditing Standards (AS Series) +description: Evidence-grounded guidance for PCAOB auditing-standard applicability and engagement compliance, with current-source, applicability, review, and authority controls. +category: compliance +version: 0.1.0 +tags: +- pcaob +- auditing-standards +- public-company-audit +- securities +aliases: +- PCAOB AS series +- Public company auditing standards +problems_solved: +- Verify PCAOB auditing-standard applicability and engagement compliance applicability and current requirements +- Prepare a reviewable pcaob standards applicability brief +industries: +- Regulated organizations +- United States +tools: +[] +frameworks: +- Source-applicability-control-evidence review +deliverables: +- PCAOB Standards Applicability Brief +commands: [] +skills: [] +evaluations: +- PCAOB Auditing Standards (AS Series) source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +- auditor-external +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - financial + - accounting + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority. +- Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +- This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: pcaob-auditing-standards +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# PCAOB Auditing Standards (AS Series) + +Use this bundle to prepare a reviewable **PCAOB Standards Applicability Brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [PCAOB Standards Applicability Brief](deliverables/pcaob-auditing-standards-brief.md) +- [Quality check](evaluations/source-awareness-check.md) diff --git a/bundles/compliance/pcaob-auditing-standards/log.md b/bundles/compliance/pcaob-auditing-standards/log.md new file mode 100644 index 000000000..0a1b006e3 --- /dev/null +++ b/bundles/compliance/pcaob-auditing-standards/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: PCAOB Auditing Standards (AS Series) log +--- +# PCAOB Auditing Standards (AS Series) Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `pcaob-auditing-standards` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/pcaob-auditing-standards/overview.md b/bundles/compliance/pcaob-auditing-standards/overview.md new file mode 100644 index 000000000..303e8619a --- /dev/null +++ b/bundles/compliance/pcaob-auditing-standards/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: PCAOB Auditing Standards (AS Series) overview +description: Scope, evidence, and authority boundaries for PCAOB Auditing Standards (AS Series). +--- +# PCAOB Auditing Standards (AS Series) Overview + +This bundle covers PCAOB auditing-standard applicability and engagement compliance in United States. PCAOB publishes period-specific standard sets. The current page distinguishes standards for fiscal years beginning on or after December 15, 2025 from amendments effective December 15, 2026; engagement period and effective-date selection are mandatory. It supports evidence-grounded analysis and review preparation, not legal advice or a determination of compliance. + +## Evidence Contract + +Relevant evidence includes the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/pcaob-auditing-standards/references/index.md b/bundles/compliance/pcaob-auditing-standards/references/index.md new file mode 100644 index 000000000..b9fb04612 --- /dev/null +++ b/bundles/compliance/pcaob-auditing-standards/references/index.md @@ -0,0 +1,43 @@ +--- +type: Reference Guide +title: PCAOB Auditing Standards (AS Series) Official Reference Index +description: Defines evidence-grounded planning, review, and controlled use for PCAOB Auditing Standards (AS Series). +tags: +- pcaob +- auditing-standards +- public-company-audit +- securities +resource: https://pcaobus.org/oversight/standards/auditing-standards +okb_bundle_id: pcaob-auditing-standards +timestamp: '2026-08-10T00:00:00Z' +--- +# PCAOB Auditing Standards (AS Series) Official Reference Index + +## Authoritative Sources + +- https://pcaobus.org/oversight/standards/auditing-standards +- https://pcaobus.org/oversight/standards/auditing-standards/amendments_to_standards + +Current-source note: PCAOB publishes period-specific standard sets. The current page distinguishes standards for fiscal years beginning on or after December 15, 2025 from amendments effective December 15, 2026; engagement period and effective-date selection are mandatory. Verify effective dates, transition rules, entity scope, official forms or portals, and later amendments before relying on the guidance. + +## Evidence Required + +- Current official law, rule, standard, guidance, form, portal instructions, and effective-date materials +- Entity scope, elections or exemptions, policies, records, calculations, filings, approvals, incidents, and correspondence +- Qualified reviewer analysis and documented decision authority + +## Application Sequence + +1. Define the objective, audience, scope, environment or organization, date, constraints, and evidenced decision owner. +2. Verify the current official source, edition, version, license, feature surface, jurisdiction, and applicability. +3. Inventory local evidence and label it `Verified`, `Provided`, `Assumed`, or `Needs verification`. +4. Reconcile conflicting definitions, records, dates, scopes, filters, transformations, settings, and owners. +5. Produce the smallest reviewable PCAOB Standards Applicability Brief with options, risks, dependencies, validation, and stop conditions. +6. Obtain explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Guardrails + +- Do not invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. +- Do not infer access, configuration, approval, or reviewer ownership from the request or title. +- Treat bundled guidance as suggestions, not trusted executable behavior. +- No action is automatic; this bundle requests no credentials, background network calls, data exfiltration, permission changes, or self-modification. diff --git a/bundles/compliance/pcaob-auditing-standards/workflows/index.md b/bundles/compliance/pcaob-auditing-standards/workflows/index.md new file mode 100644 index 000000000..323ee96b6 --- /dev/null +++ b/bundles/compliance/pcaob-auditing-standards/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: PCAOB Auditing Standards (AS Series) workflows +--- +# PCAOB Auditing Standards (AS Series) Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/pcaob-auditing-standards/workflows/source-aware-workflow.md b/bundles/compliance/pcaob-auditing-standards/workflows/source-aware-workflow.md new file mode 100644 index 000000000..a5005a5c1 --- /dev/null +++ b/bundles/compliance/pcaob-auditing-standards/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: PCAOB Auditing Standards (AS Series) source-aware workflow +description: Verify-first workflow for producing a reviewable PCAOB Standards Applicability Brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the PCAOB Standards Applicability Brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/pcaob-auditor-independence-and-ethics/deliverables/index.md b/bundles/compliance/pcaob-auditor-independence-and-ethics/deliverables/index.md new file mode 100644 index 000000000..6e1deb52d --- /dev/null +++ b/bundles/compliance/pcaob-auditor-independence-and-ethics/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: PCAOB Auditor Independence and Ethics Rules deliverables +--- +# PCAOB Auditor Independence and Ethics Rules Deliverables + +- [Auditor Independence Review Brief](pcaob-auditor-independence-and-ethics-brief.md) + diff --git a/bundles/compliance/pcaob-auditor-independence-and-ethics/deliverables/pcaob-auditor-independence-and-ethics-brief.md b/bundles/compliance/pcaob-auditor-independence-and-ethics/deliverables/pcaob-auditor-independence-and-ethics-brief.md new file mode 100644 index 000000000..527dbfee5 --- /dev/null +++ b/bundles/compliance/pcaob-auditor-independence-and-ethics/deliverables/pcaob-auditor-independence-and-ethics-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: Auditor Independence Review Brief +description: Review-ready template for PCAOB Auditor Independence and Ethics Rules evidence, decisions, validation, and controlled next actions. +--- +# Auditor Independence Review Brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/pcaob-auditor-independence-and-ethics/evaluations/index.md b/bundles/compliance/pcaob-auditor-independence-and-ethics/evaluations/index.md new file mode 100644 index 000000000..33d40309e --- /dev/null +++ b/bundles/compliance/pcaob-auditor-independence-and-ethics/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: PCAOB Auditor Independence and Ethics Rules evaluations +--- +# PCAOB Auditor Independence and Ethics Rules Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/pcaob-auditor-independence-and-ethics/evaluations/source-awareness-check.md b/bundles/compliance/pcaob-auditor-independence-and-ethics/evaluations/source-awareness-check.md new file mode 100644 index 000000000..fa6c158c9 --- /dev/null +++ b/bundles/compliance/pcaob-auditor-independence-and-ethics/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: PCAOB Auditor Independence and Ethics Rules source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# PCAOB Auditor Independence and Ethics Rules Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/pcaob-auditor-independence-and-ethics/index.md b/bundles/compliance/pcaob-auditor-independence-and-ethics/index.md new file mode 100644 index 000000000..4b6c80354 --- /dev/null +++ b/bundles/compliance/pcaob-auditor-independence-and-ethics/index.md @@ -0,0 +1,104 @@ +--- +type: Bundle Index +title: PCAOB Auditor Independence and Ethics Rules +description: Evidence-grounded guidance for PCAOB and SEC auditor independence and ethics requirements, with current-source, applicability, review, and authority controls. +category: compliance +version: 0.1.0 +tags: +- pcaob +- auditor-independence +- professional-ethics +- audit-committee +aliases: +- PCAOB independence rules +- PCAOB ethics rules +problems_solved: +- Verify PCAOB and SEC auditor independence and ethics requirements applicability and current requirements +- Prepare a reviewable auditor independence review brief +industries: +- Regulated organizations +- United States +tools: +[] +frameworks: +- Source-applicability-control-evidence review +deliverables: +- Auditor Independence Review Brief +commands: [] +skills: [] +evaluations: +- PCAOB Auditor Independence and Ethics Rules source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +- auditor-external +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - financial + - accounting + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority. +- Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +- This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: pcaob-auditor-independence-and-ethics +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# PCAOB Auditor Independence and Ethics Rules + +Use this bundle to prepare a reviewable **Auditor Independence Review Brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [Auditor Independence Review Brief](deliverables/pcaob-auditor-independence-and-ethics-brief.md) +- [Quality check](evaluations/source-awareness-check.md) diff --git a/bundles/compliance/pcaob-auditor-independence-and-ethics/log.md b/bundles/compliance/pcaob-auditor-independence-and-ethics/log.md new file mode 100644 index 000000000..cb66dd0fc --- /dev/null +++ b/bundles/compliance/pcaob-auditor-independence-and-ethics/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: PCAOB Auditor Independence and Ethics Rules log +--- +# PCAOB Auditor Independence and Ethics Rules Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `pcaob-auditor-independence-and-ethics` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/pcaob-auditor-independence-and-ethics/overview.md b/bundles/compliance/pcaob-auditor-independence-and-ethics/overview.md new file mode 100644 index 000000000..e7056e836 --- /dev/null +++ b/bundles/compliance/pcaob-auditor-independence-and-ethics/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: PCAOB Auditor Independence and Ethics Rules overview +description: Scope, evidence, and authority boundaries for PCAOB Auditor Independence and Ethics Rules. +--- +# PCAOB Auditor Independence and Ethics Rules Overview + +This bundle covers PCAOB and SEC auditor independence and ethics requirements in United States. PCAOB rules coexist with SEC Regulation S-X Rule 2-01 and the more restrictive applicable requirement controls. EI 1000 is published with a December 15, 2026 effective date, so pre-effective and post-effective requirements must not be conflated. It supports evidence-grounded analysis and review preparation, not legal advice or a determination of compliance. + +## Evidence Contract + +Relevant evidence includes the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/pcaob-auditor-independence-and-ethics/references/index.md b/bundles/compliance/pcaob-auditor-independence-and-ethics/references/index.md new file mode 100644 index 000000000..f1599067e --- /dev/null +++ b/bundles/compliance/pcaob-auditor-independence-and-ethics/references/index.md @@ -0,0 +1,44 @@ +--- +type: Reference Guide +title: PCAOB Auditor Independence and Ethics Rules Official Reference Index +description: Defines evidence-grounded planning, review, and controlled use for PCAOB Auditor Independence and Ethics Rules. +tags: +- pcaob +- auditor-independence +- professional-ethics +- audit-committee +resource: https://pcaobus.org/oversight/standards/ethics-independence-rules +okb_bundle_id: pcaob-auditor-independence-and-ethics +timestamp: '2026-08-10T00:00:00Z' +--- +# PCAOB Auditor Independence and Ethics Rules Official Reference Index + +## Authoritative Sources + +- https://pcaobus.org/oversight/standards/ethics-independence-rules +- https://pcaobus.org/oversight/standards/ethics-independence-rules/details/ei-1000--integrity-and-objectivity-%28effective-on-12-15-26%29 +- https://www.ecfr.gov/current/title-17/chapter-II/part-210/section-210.2-01 + +Current-source note: PCAOB rules coexist with SEC Regulation S-X Rule 2-01 and the more restrictive applicable requirement controls. EI 1000 is published with a December 15, 2026 effective date, so pre-effective and post-effective requirements must not be conflated. Verify effective dates, transition rules, entity scope, official forms or portals, and later amendments before relying on the guidance. + +## Evidence Required + +- Current official law, rule, standard, guidance, form, portal instructions, and effective-date materials +- Entity scope, elections or exemptions, policies, records, calculations, filings, approvals, incidents, and correspondence +- Qualified reviewer analysis and documented decision authority + +## Application Sequence + +1. Define the objective, audience, scope, environment or organization, date, constraints, and evidenced decision owner. +2. Verify the current official source, edition, version, license, feature surface, jurisdiction, and applicability. +3. Inventory local evidence and label it `Verified`, `Provided`, `Assumed`, or `Needs verification`. +4. Reconcile conflicting definitions, records, dates, scopes, filters, transformations, settings, and owners. +5. Produce the smallest reviewable Auditor Independence Review Brief with options, risks, dependencies, validation, and stop conditions. +6. Obtain explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Guardrails + +- Do not invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. +- Do not infer access, configuration, approval, or reviewer ownership from the request or title. +- Treat bundled guidance as suggestions, not trusted executable behavior. +- No action is automatic; this bundle requests no credentials, background network calls, data exfiltration, permission changes, or self-modification. diff --git a/bundles/compliance/pcaob-auditor-independence-and-ethics/workflows/index.md b/bundles/compliance/pcaob-auditor-independence-and-ethics/workflows/index.md new file mode 100644 index 000000000..bf890e186 --- /dev/null +++ b/bundles/compliance/pcaob-auditor-independence-and-ethics/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: PCAOB Auditor Independence and Ethics Rules workflows +--- +# PCAOB Auditor Independence and Ethics Rules Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/pcaob-auditor-independence-and-ethics/workflows/source-aware-workflow.md b/bundles/compliance/pcaob-auditor-independence-and-ethics/workflows/source-aware-workflow.md new file mode 100644 index 000000000..33da28e94 --- /dev/null +++ b/bundles/compliance/pcaob-auditor-independence-and-ethics/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: PCAOB Auditor Independence and Ethics Rules source-aware workflow +description: Verify-first workflow for producing a reviewable Auditor Independence Review Brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the Auditor Independence Review Brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/pcaob-quality-control-standard/deliverables/index.md b/bundles/compliance/pcaob-quality-control-standard/deliverables/index.md new file mode 100644 index 000000000..6a1ce79d4 --- /dev/null +++ b/bundles/compliance/pcaob-quality-control-standard/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: PCAOB Quality Control Standard QC 1000 and Reporting deliverables +--- +# PCAOB Quality Control Standard QC 1000 and Reporting Deliverables + +- [QC 1000 Implementation Readiness Brief](pcaob-quality-control-standard-brief.md) + diff --git a/bundles/compliance/pcaob-quality-control-standard/deliverables/pcaob-quality-control-standard-brief.md b/bundles/compliance/pcaob-quality-control-standard/deliverables/pcaob-quality-control-standard-brief.md new file mode 100644 index 000000000..910cfc472 --- /dev/null +++ b/bundles/compliance/pcaob-quality-control-standard/deliverables/pcaob-quality-control-standard-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: QC 1000 Implementation Readiness Brief +description: Review-ready template for PCAOB Quality Control Standard QC 1000 and Reporting evidence, decisions, validation, and controlled next actions. +--- +# QC 1000 Implementation Readiness Brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/pcaob-quality-control-standard/evaluations/index.md b/bundles/compliance/pcaob-quality-control-standard/evaluations/index.md new file mode 100644 index 000000000..0a81029be --- /dev/null +++ b/bundles/compliance/pcaob-quality-control-standard/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: PCAOB Quality Control Standard QC 1000 and Reporting evaluations +--- +# PCAOB Quality Control Standard QC 1000 and Reporting Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/pcaob-quality-control-standard/evaluations/source-awareness-check.md b/bundles/compliance/pcaob-quality-control-standard/evaluations/source-awareness-check.md new file mode 100644 index 000000000..f11712ca8 --- /dev/null +++ b/bundles/compliance/pcaob-quality-control-standard/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: PCAOB Quality Control Standard QC 1000 and Reporting source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# PCAOB Quality Control Standard QC 1000 and Reporting Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/pcaob-quality-control-standard/index.md b/bundles/compliance/pcaob-quality-control-standard/index.md new file mode 100644 index 000000000..271d65420 --- /dev/null +++ b/bundles/compliance/pcaob-quality-control-standard/index.md @@ -0,0 +1,104 @@ +--- +type: Bundle Index +title: PCAOB Quality Control Standard QC 1000 and Reporting +description: Evidence-grounded guidance for QC 1000 quality-control system design, evaluation, and Form QC reporting, with current-source, applicability, review, and authority controls. +category: compliance +version: 0.1.0 +tags: +- pcaob +- qc-1000 +- quality-control +- audit-firms +aliases: +- QC 1000 +- PCAOB quality control +problems_solved: +- Verify QC 1000 quality-control system design, evaluation, and Form QC reporting applicability and current requirements +- Prepare a reviewable qc 1000 implementation readiness brief +industries: +- Regulated organizations +- United States +tools: +[] +frameworks: +- Source-applicability-control-evidence review +deliverables: +- QC 1000 Implementation Readiness Brief +commands: [] +skills: [] +evaluations: +- PCAOB Quality Control Standard QC 1000 and Reporting source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +- auditor-external +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - financial + - accounting + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority. +- Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +- This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: pcaob-quality-control-standard +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# PCAOB Quality Control Standard QC 1000 and Reporting + +Use this bundle to prepare a reviewable **QC 1000 Implementation Readiness Brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [QC 1000 Implementation Readiness Brief](deliverables/pcaob-quality-control-standard-brief.md) +- [Quality check](evaluations/source-awareness-check.md) diff --git a/bundles/compliance/pcaob-quality-control-standard/log.md b/bundles/compliance/pcaob-quality-control-standard/log.md new file mode 100644 index 000000000..042edb57b --- /dev/null +++ b/bundles/compliance/pcaob-quality-control-standard/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: PCAOB Quality Control Standard QC 1000 and Reporting log +--- +# PCAOB Quality Control Standard QC 1000 and Reporting Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `pcaob-quality-control-standard` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/pcaob-quality-control-standard/overview.md b/bundles/compliance/pcaob-quality-control-standard/overview.md new file mode 100644 index 000000000..b77d90d08 --- /dev/null +++ b/bundles/compliance/pcaob-quality-control-standard/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: PCAOB Quality Control Standard QC 1000 and Reporting overview +description: Scope, evidence, and authority boundaries for PCAOB Quality Control Standard QC 1000 and Reporting. +--- +# PCAOB Quality Control Standard QC 1000 and Reporting Overview + +This bundle covers QC 1000 quality-control system design, evaluation, and Form QC reporting in United States. QC 1000 and related amendments are published with a December 15, 2026 effective date after postponement. Implementation planning must distinguish current interim QC standards, future QC 1000 obligations, the September 30 evaluation date, and Form QC timing. It supports evidence-grounded analysis and review preparation, not legal advice or a determination of compliance. + +## Evidence Contract + +Relevant evidence includes the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/pcaob-quality-control-standard/references/index.md b/bundles/compliance/pcaob-quality-control-standard/references/index.md new file mode 100644 index 000000000..283d8d81a --- /dev/null +++ b/bundles/compliance/pcaob-quality-control-standard/references/index.md @@ -0,0 +1,44 @@ +--- +type: Reference Guide +title: PCAOB Quality Control Standard QC 1000 and Reporting Official Reference Index +description: Defines evidence-grounded planning, review, and controlled use for PCAOB Quality Control Standard QC 1000 and Reporting. +tags: +- pcaob +- qc-1000 +- quality-control +- audit-firms +resource: https://pcaobus.org/oversight/standards/qc-standards/details/qc-1000--a-firms-system-of-quality-control +okb_bundle_id: pcaob-quality-control-standard +timestamp: '2026-08-10T00:00:00Z' +--- +# PCAOB Quality Control Standard QC 1000 and Reporting Official Reference Index + +## Authoritative Sources + +- https://pcaobus.org/oversight/standards/qc-standards/details/qc-1000--a-firms-system-of-quality-control +- https://pcaobus.org/news-events/speeches/speech-detail/statement-on-the-qc-1000-effective-date-extension---good-blooms-when-reason-prevails +- https://assets.pcaobus.org/pcaob-dev/docs/default-source/standards/documents/qc-1000---implementation-guidance-revised-9-15-2025.pdf + +Current-source note: QC 1000 and related amendments are published with a December 15, 2026 effective date after postponement. Implementation planning must distinguish current interim QC standards, future QC 1000 obligations, the September 30 evaluation date, and Form QC timing. Verify effective dates, transition rules, entity scope, official forms or portals, and later amendments before relying on the guidance. + +## Evidence Required + +- Current official law, rule, standard, guidance, form, portal instructions, and effective-date materials +- Entity scope, elections or exemptions, policies, records, calculations, filings, approvals, incidents, and correspondence +- Qualified reviewer analysis and documented decision authority + +## Application Sequence + +1. Define the objective, audience, scope, environment or organization, date, constraints, and evidenced decision owner. +2. Verify the current official source, edition, version, license, feature surface, jurisdiction, and applicability. +3. Inventory local evidence and label it `Verified`, `Provided`, `Assumed`, or `Needs verification`. +4. Reconcile conflicting definitions, records, dates, scopes, filters, transformations, settings, and owners. +5. Produce the smallest reviewable QC 1000 Implementation Readiness Brief with options, risks, dependencies, validation, and stop conditions. +6. Obtain explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Guardrails + +- Do not invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. +- Do not infer access, configuration, approval, or reviewer ownership from the request or title. +- Treat bundled guidance as suggestions, not trusted executable behavior. +- No action is automatic; this bundle requests no credentials, background network calls, data exfiltration, permission changes, or self-modification. diff --git a/bundles/compliance/pcaob-quality-control-standard/workflows/index.md b/bundles/compliance/pcaob-quality-control-standard/workflows/index.md new file mode 100644 index 000000000..dc574f9cb --- /dev/null +++ b/bundles/compliance/pcaob-quality-control-standard/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: PCAOB Quality Control Standard QC 1000 and Reporting workflows +--- +# PCAOB Quality Control Standard QC 1000 and Reporting Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/pcaob-quality-control-standard/workflows/source-aware-workflow.md b/bundles/compliance/pcaob-quality-control-standard/workflows/source-aware-workflow.md new file mode 100644 index 000000000..c1e16ea19 --- /dev/null +++ b/bundles/compliance/pcaob-quality-control-standard/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: PCAOB Quality Control Standard QC 1000 and Reporting source-aware workflow +description: Verify-first workflow for producing a reviewable QC 1000 Implementation Readiness Brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the QC 1000 Implementation Readiness Brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/pdpa-data-breach-notification/deliverables/index.md b/bundles/compliance/pdpa-data-breach-notification/deliverables/index.md new file mode 100644 index 000000000..48aec48d9 --- /dev/null +++ b/bundles/compliance/pdpa-data-breach-notification/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: Singapore PDPA Data Breach Notification Obligation deliverables +--- +# Singapore PDPA Data Breach Notification Obligation Deliverables + +- [PDPA Breach Assessment and Notification Brief](pdpa-data-breach-notification-brief.md) + diff --git a/bundles/compliance/pdpa-data-breach-notification/deliverables/pdpa-data-breach-notification-brief.md b/bundles/compliance/pdpa-data-breach-notification/deliverables/pdpa-data-breach-notification-brief.md new file mode 100644 index 000000000..42c30f0a7 --- /dev/null +++ b/bundles/compliance/pdpa-data-breach-notification/deliverables/pdpa-data-breach-notification-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: PDPA Breach Assessment and Notification Brief +description: Review-ready template for Singapore PDPA Data Breach Notification Obligation evidence, decisions, validation, and controlled next actions. +--- +# PDPA Breach Assessment and Notification Brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/pdpa-data-breach-notification/evaluations/index.md b/bundles/compliance/pdpa-data-breach-notification/evaluations/index.md new file mode 100644 index 000000000..b234b85dd --- /dev/null +++ b/bundles/compliance/pdpa-data-breach-notification/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: Singapore PDPA Data Breach Notification Obligation evaluations +--- +# Singapore PDPA Data Breach Notification Obligation Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/pdpa-data-breach-notification/evaluations/source-awareness-check.md b/bundles/compliance/pdpa-data-breach-notification/evaluations/source-awareness-check.md new file mode 100644 index 000000000..db1f37824 --- /dev/null +++ b/bundles/compliance/pdpa-data-breach-notification/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: Singapore PDPA Data Breach Notification Obligation source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# Singapore PDPA Data Breach Notification Obligation Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/pdpa-data-breach-notification/index.md b/bundles/compliance/pdpa-data-breach-notification/index.md new file mode 100644 index 000000000..42e6878d3 --- /dev/null +++ b/bundles/compliance/pdpa-data-breach-notification/index.md @@ -0,0 +1,104 @@ +--- +type: Bundle Index +title: Singapore PDPA Data Breach Notification Obligation +description: Evidence-grounded guidance for PDPA breach assessment and notification under Part VIA, with current-source, applicability, review, and authority controls. +category: compliance +version: 0.1.0 +tags: +- singapore-pdpa +- data-breach +- incident-notification +- privacy +aliases: +- Singapore PDPA breach notification +- PDPC breach notification +problems_solved: +- Verify PDPA breach assessment and notification under Part VIA applicability and current requirements +- Prepare a reviewable pdpa breach assessment and notification brief +industries: +- Regulated organizations +- Singapore +tools: +[] +frameworks: +- Source-applicability-control-evidence review +deliverables: +- PDPA Breach Assessment and Notification Brief +commands: [] +skills: [] +evaluations: +- Singapore PDPA Data Breach Notification Obligation source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - privacy + - security + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority. +- Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +- This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: pdpa-data-breach-notification +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# Singapore PDPA Data Breach Notification Obligation + +Use this bundle to prepare a reviewable **PDPA Breach Assessment and Notification Brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [PDPA Breach Assessment and Notification Brief](deliverables/pdpa-data-breach-notification-brief.md) +- [Quality check](evaluations/source-awareness-check.md) diff --git a/bundles/compliance/pdpa-data-breach-notification/log.md b/bundles/compliance/pdpa-data-breach-notification/log.md new file mode 100644 index 000000000..f176ed997 --- /dev/null +++ b/bundles/compliance/pdpa-data-breach-notification/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: Singapore PDPA Data Breach Notification Obligation log +--- +# Singapore PDPA Data Breach Notification Obligation Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `pdpa-data-breach-notification` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/pdpa-data-breach-notification/overview.md b/bundles/compliance/pdpa-data-breach-notification/overview.md new file mode 100644 index 000000000..b313df08f --- /dev/null +++ b/bundles/compliance/pdpa-data-breach-notification/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: Singapore PDPA Data Breach Notification Obligation overview +description: Scope, evidence, and authority boundaries for Singapore PDPA Data Breach Notification Obligation. +--- +# Singapore PDPA Data Breach Notification Obligation Overview + +This bundle covers PDPA breach assessment and notification under Part VIA in Singapore. Not every breach is notifiable. Organisations assess significant harm and significant scale, notify the PDPC as soon as practicable and no later than three calendar days after determining a breach is notifiable, and assess affected-individual notice and exceptions. It supports evidence-grounded analysis and review preparation, not legal advice or a determination of compliance. + +## Evidence Contract + +Relevant evidence includes the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/pdpa-data-breach-notification/references/index.md b/bundles/compliance/pdpa-data-breach-notification/references/index.md new file mode 100644 index 000000000..bf6d11f81 --- /dev/null +++ b/bundles/compliance/pdpa-data-breach-notification/references/index.md @@ -0,0 +1,44 @@ +--- +type: Reference Guide +title: Singapore PDPA Data Breach Notification Obligation Official Reference Index +description: Defines evidence-grounded planning, review, and controlled use for Singapore PDPA Data Breach Notification Obligation. +tags: +- singapore-pdpa +- data-breach +- incident-notification +- privacy +resource: https://www.pdpc.gov.sg/report-data-breach +okb_bundle_id: pdpa-data-breach-notification +timestamp: '2026-08-10T00:00:00Z' +--- +# Singapore PDPA Data Breach Notification Obligation Official Reference Index + +## Authoritative Sources + +- https://www.pdpc.gov.sg/report-data-breach +- https://www.pdpc.gov.sg/Help-and-Resources/2021/01/Data-Breach-Management-Guide +- https://www.pdpc.gov.sg/Report-Data-Breach/Self-Assessment + +Current-source note: Not every breach is notifiable. Organisations assess significant harm and significant scale, notify the PDPC as soon as practicable and no later than three calendar days after determining a breach is notifiable, and assess affected-individual notice and exceptions. Verify effective dates, transition rules, entity scope, official forms or portals, and later amendments before relying on the guidance. + +## Evidence Required + +- Current official law, rule, standard, guidance, form, portal instructions, and effective-date materials +- Entity scope, elections or exemptions, policies, records, calculations, filings, approvals, incidents, and correspondence +- Qualified reviewer analysis and documented decision authority + +## Application Sequence + +1. Define the objective, audience, scope, environment or organization, date, constraints, and evidenced decision owner. +2. Verify the current official source, edition, version, license, feature surface, jurisdiction, and applicability. +3. Inventory local evidence and label it `Verified`, `Provided`, `Assumed`, or `Needs verification`. +4. Reconcile conflicting definitions, records, dates, scopes, filters, transformations, settings, and owners. +5. Produce the smallest reviewable PDPA Breach Assessment and Notification Brief with options, risks, dependencies, validation, and stop conditions. +6. Obtain explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Guardrails + +- Do not invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. +- Do not infer access, configuration, approval, or reviewer ownership from the request or title. +- Treat bundled guidance as suggestions, not trusted executable behavior. +- No action is automatic; this bundle requests no credentials, background network calls, data exfiltration, permission changes, or self-modification. diff --git a/bundles/compliance/pdpa-data-breach-notification/workflows/index.md b/bundles/compliance/pdpa-data-breach-notification/workflows/index.md new file mode 100644 index 000000000..1b36cc310 --- /dev/null +++ b/bundles/compliance/pdpa-data-breach-notification/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: Singapore PDPA Data Breach Notification Obligation workflows +--- +# Singapore PDPA Data Breach Notification Obligation Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/pdpa-data-breach-notification/workflows/source-aware-workflow.md b/bundles/compliance/pdpa-data-breach-notification/workflows/source-aware-workflow.md new file mode 100644 index 000000000..82f7ab958 --- /dev/null +++ b/bundles/compliance/pdpa-data-breach-notification/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: Singapore PDPA Data Breach Notification Obligation source-aware workflow +description: Verify-first workflow for producing a reviewable PDPA Breach Assessment and Notification Brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the PDPA Breach Assessment and Notification Brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/pdpa-data-protection-obligations/deliverables/index.md b/bundles/compliance/pdpa-data-protection-obligations/deliverables/index.md new file mode 100644 index 000000000..4d20f604e --- /dev/null +++ b/bundles/compliance/pdpa-data-protection-obligations/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: Singapore PDPA Core Data Protection Obligations deliverables +--- +# Singapore PDPA Core Data Protection Obligations Deliverables + +- [PDPA Obligations Control Review Brief](pdpa-data-protection-obligations-brief.md) + diff --git a/bundles/compliance/pdpa-data-protection-obligations/deliverables/pdpa-data-protection-obligations-brief.md b/bundles/compliance/pdpa-data-protection-obligations/deliverables/pdpa-data-protection-obligations-brief.md new file mode 100644 index 000000000..c683a2e2c --- /dev/null +++ b/bundles/compliance/pdpa-data-protection-obligations/deliverables/pdpa-data-protection-obligations-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: PDPA Obligations Control Review Brief +description: Review-ready template for Singapore PDPA Core Data Protection Obligations evidence, decisions, validation, and controlled next actions. +--- +# PDPA Obligations Control Review Brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/pdpa-data-protection-obligations/evaluations/index.md b/bundles/compliance/pdpa-data-protection-obligations/evaluations/index.md new file mode 100644 index 000000000..5e127b8dc --- /dev/null +++ b/bundles/compliance/pdpa-data-protection-obligations/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: Singapore PDPA Core Data Protection Obligations evaluations +--- +# Singapore PDPA Core Data Protection Obligations Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/pdpa-data-protection-obligations/evaluations/source-awareness-check.md b/bundles/compliance/pdpa-data-protection-obligations/evaluations/source-awareness-check.md new file mode 100644 index 000000000..07e96bcd2 --- /dev/null +++ b/bundles/compliance/pdpa-data-protection-obligations/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: Singapore PDPA Core Data Protection Obligations source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# Singapore PDPA Core Data Protection Obligations Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/pdpa-data-protection-obligations/index.md b/bundles/compliance/pdpa-data-protection-obligations/index.md new file mode 100644 index 000000000..0749b1701 --- /dev/null +++ b/bundles/compliance/pdpa-data-protection-obligations/index.md @@ -0,0 +1,104 @@ +--- +type: Bundle Index +title: Singapore PDPA Core Data Protection Obligations +description: Evidence-grounded guidance for the core organizational data-protection obligations under Singapore's PDPA, with current-source, applicability, review, and authority controls. +category: compliance +version: 0.1.0 +tags: +- singapore-pdpa +- data-protection +- privacy-governance +- accountability +aliases: +- Singapore PDPA obligations +- PDPA core obligations +problems_solved: +- Verify the core organizational data-protection obligations under Singapore's PDPA applicability and current requirements +- Prepare a reviewable pdpa obligations control review brief +industries: +- Regulated organizations +- Singapore +tools: +[] +frameworks: +- Source-applicability-control-evidence review +deliverables: +- PDPA Obligations Control Review Brief +commands: [] +skills: [] +evaluations: +- Singapore PDPA Core Data Protection Obligations source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - privacy + - security + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority. +- Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +- This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: pdpa-data-protection-obligations +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# Singapore PDPA Core Data Protection Obligations + +Use this bundle to prepare a reviewable **PDPA Obligations Control Review Brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [PDPA Obligations Control Review Brief](deliverables/pdpa-data-protection-obligations-brief.md) +- [Quality check](evaluations/source-awareness-check.md) diff --git a/bundles/compliance/pdpa-data-protection-obligations/log.md b/bundles/compliance/pdpa-data-protection-obligations/log.md new file mode 100644 index 000000000..26419ab6d --- /dev/null +++ b/bundles/compliance/pdpa-data-protection-obligations/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: Singapore PDPA Core Data Protection Obligations log +--- +# Singapore PDPA Core Data Protection Obligations Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `pdpa-data-protection-obligations` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/pdpa-data-protection-obligations/overview.md b/bundles/compliance/pdpa-data-protection-obligations/overview.md new file mode 100644 index 000000000..60af93294 --- /dev/null +++ b/bundles/compliance/pdpa-data-protection-obligations/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: Singapore PDPA Core Data Protection Obligations overview +description: Scope, evidence, and authority boundaries for Singapore PDPA Core Data Protection Obligations. +--- +# Singapore PDPA Core Data Protection Obligations Overview + +This bundle covers the core organizational data-protection obligations under Singapore's PDPA in Singapore. Current PDPC guidance lists accountability, notification, consent, purpose limitation, accuracy, protection, retention limitation, transfer limitation, access and correction, and breach notification. Data portability remains marked to take effect when regulations are issued and must not be treated as operative without verification. It supports evidence-grounded analysis and review preparation, not legal advice or a determination of compliance. + +## Evidence Contract + +Relevant evidence includes the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/pdpa-data-protection-obligations/references/index.md b/bundles/compliance/pdpa-data-protection-obligations/references/index.md new file mode 100644 index 000000000..e6290d92e --- /dev/null +++ b/bundles/compliance/pdpa-data-protection-obligations/references/index.md @@ -0,0 +1,44 @@ +--- +type: Reference Guide +title: Singapore PDPA Core Data Protection Obligations Official Reference Index +description: Defines evidence-grounded planning, review, and controlled use for Singapore PDPA Core Data Protection Obligations. +tags: +- singapore-pdpa +- data-protection +- privacy-governance +- accountability +resource: https://www.pdpc.gov.sg/overview-of-pdpa/the-legislation/personal-data-protection-act/data-protection-obligations +okb_bundle_id: pdpa-data-protection-obligations +timestamp: '2026-08-10T00:00:00Z' +--- +# Singapore PDPA Core Data Protection Obligations Official Reference Index + +## Authoritative Sources + +- https://www.pdpc.gov.sg/overview-of-pdpa/the-legislation/personal-data-protection-act/data-protection-obligations +- https://www.pdpc.gov.sg/overview-of-pdpa/the-legislation/personal-data-protection-act +- https://www.pdpc.gov.sg/help-and-resources/2026/01/advisory-on-common-data-protection-lapses-and-recommended-measures + +Current-source note: Current PDPC guidance lists accountability, notification, consent, purpose limitation, accuracy, protection, retention limitation, transfer limitation, access and correction, and breach notification. Data portability remains marked to take effect when regulations are issued and must not be treated as operative without verification. Verify effective dates, transition rules, entity scope, official forms or portals, and later amendments before relying on the guidance. + +## Evidence Required + +- Current official law, rule, standard, guidance, form, portal instructions, and effective-date materials +- Entity scope, elections or exemptions, policies, records, calculations, filings, approvals, incidents, and correspondence +- Qualified reviewer analysis and documented decision authority + +## Application Sequence + +1. Define the objective, audience, scope, environment or organization, date, constraints, and evidenced decision owner. +2. Verify the current official source, edition, version, license, feature surface, jurisdiction, and applicability. +3. Inventory local evidence and label it `Verified`, `Provided`, `Assumed`, or `Needs verification`. +4. Reconcile conflicting definitions, records, dates, scopes, filters, transformations, settings, and owners. +5. Produce the smallest reviewable PDPA Obligations Control Review Brief with options, risks, dependencies, validation, and stop conditions. +6. Obtain explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Guardrails + +- Do not invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. +- Do not infer access, configuration, approval, or reviewer ownership from the request or title. +- Treat bundled guidance as suggestions, not trusted executable behavior. +- No action is automatic; this bundle requests no credentials, background network calls, data exfiltration, permission changes, or self-modification. diff --git a/bundles/compliance/pdpa-data-protection-obligations/workflows/index.md b/bundles/compliance/pdpa-data-protection-obligations/workflows/index.md new file mode 100644 index 000000000..223497a36 --- /dev/null +++ b/bundles/compliance/pdpa-data-protection-obligations/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: Singapore PDPA Core Data Protection Obligations workflows +--- +# Singapore PDPA Core Data Protection Obligations Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/pdpa-data-protection-obligations/workflows/source-aware-workflow.md b/bundles/compliance/pdpa-data-protection-obligations/workflows/source-aware-workflow.md new file mode 100644 index 000000000..3c53bf40d --- /dev/null +++ b/bundles/compliance/pdpa-data-protection-obligations/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: Singapore PDPA Core Data Protection Obligations source-aware workflow +description: Verify-first workflow for producing a reviewable PDPA Obligations Control Review Brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the PDPA Obligations Control Review Brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/pillar-3-capital-disclosures/deliverables/index.md b/bundles/compliance/pillar-3-capital-disclosures/deliverables/index.md new file mode 100644 index 000000000..06c0399ca --- /dev/null +++ b/bundles/compliance/pillar-3-capital-disclosures/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: Pillar 3 Regulatory Capital Public Disclosures deliverables +--- +# Pillar 3 Regulatory Capital Public Disclosures Deliverables + +- [Pillar 3 Disclosure Review Brief](pillar-3-capital-disclosures-brief.md) + diff --git a/bundles/compliance/pillar-3-capital-disclosures/deliverables/pillar-3-capital-disclosures-brief.md b/bundles/compliance/pillar-3-capital-disclosures/deliverables/pillar-3-capital-disclosures-brief.md new file mode 100644 index 000000000..0066b3164 --- /dev/null +++ b/bundles/compliance/pillar-3-capital-disclosures/deliverables/pillar-3-capital-disclosures-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: Pillar 3 Disclosure Review Brief +description: Review-ready template for Pillar 3 Regulatory Capital Public Disclosures evidence, decisions, validation, and controlled next actions. +--- +# Pillar 3 Disclosure Review Brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/pillar-3-capital-disclosures/evaluations/index.md b/bundles/compliance/pillar-3-capital-disclosures/evaluations/index.md new file mode 100644 index 000000000..c86188660 --- /dev/null +++ b/bundles/compliance/pillar-3-capital-disclosures/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: Pillar 3 Regulatory Capital Public Disclosures evaluations +--- +# Pillar 3 Regulatory Capital Public Disclosures Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/pillar-3-capital-disclosures/evaluations/source-awareness-check.md b/bundles/compliance/pillar-3-capital-disclosures/evaluations/source-awareness-check.md new file mode 100644 index 000000000..2b7bc7231 --- /dev/null +++ b/bundles/compliance/pillar-3-capital-disclosures/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: Pillar 3 Regulatory Capital Public Disclosures source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# Pillar 3 Regulatory Capital Public Disclosures Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/pillar-3-capital-disclosures/index.md b/bundles/compliance/pillar-3-capital-disclosures/index.md new file mode 100644 index 000000000..007576b2b --- /dev/null +++ b/bundles/compliance/pillar-3-capital-disclosures/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: Pillar 3 Regulatory Capital Public Disclosures +description: Evidence-grounded guidance for US banking-organization Pillar 3 public-disclosure requirements, with current-source, applicability, review, and authority controls. +category: compliance +version: 0.1.0 +tags: +- pillar-3 +- capital-disclosure +- banking +- prudential-regulation +aliases: +- Pillar 3 disclosures +- Regulatory capital disclosures +problems_solved: +- Verify US banking-organization Pillar 3 public-disclosure requirements applicability and current requirements +- Prepare a reviewable pillar 3 disclosure review brief +industries: +- Regulated organizations +- United States +tools: +[] +frameworks: +- Source-applicability-control-evidence review +deliverables: +- Pillar 3 Disclosure Review Brief +commands: [] +skills: [] +evaluations: +- Pillar 3 Regulatory Capital Public Disclosures source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +- basel-iii +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - financial + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority. +- Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +- This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: pillar-3-capital-disclosures +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# Pillar 3 Regulatory Capital Public Disclosures + +Use this bundle to prepare a reviewable **Pillar 3 Disclosure Review Brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [Pillar 3 Disclosure Review Brief](deliverables/pillar-3-capital-disclosures-brief.md) +- [Quality check](evaluations/source-awareness-check.md) diff --git a/bundles/compliance/pillar-3-capital-disclosures/log.md b/bundles/compliance/pillar-3-capital-disclosures/log.md new file mode 100644 index 000000000..0e80cfc59 --- /dev/null +++ b/bundles/compliance/pillar-3-capital-disclosures/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: Pillar 3 Regulatory Capital Public Disclosures log +--- +# Pillar 3 Regulatory Capital Public Disclosures Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `pillar-3-capital-disclosures` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/pillar-3-capital-disclosures/overview.md b/bundles/compliance/pillar-3-capital-disclosures/overview.md new file mode 100644 index 000000000..37cb47742 --- /dev/null +++ b/bundles/compliance/pillar-3-capital-disclosures/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: Pillar 3 Regulatory Capital Public Disclosures overview +description: Scope, evidence, and authority boundaries for Pillar 3 Regulatory Capital Public Disclosures. +--- +# Pillar 3 Regulatory Capital Public Disclosures Overview + +This bundle covers US banking-organization Pillar 3 public-disclosure requirements in United States. Applicability, disclosure frequency, location, regulatory-capital approach, confidentiality exceptions, and agency-specific codification must be verified. Do not confuse OCC Part 3 subpart E with subpart D or apply Basel templates directly without the controlling US rule. It supports evidence-grounded analysis and review preparation, not legal advice or a determination of compliance. + +## Evidence Contract + +Relevant evidence includes the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/pillar-3-capital-disclosures/references/index.md b/bundles/compliance/pillar-3-capital-disclosures/references/index.md new file mode 100644 index 000000000..0cd88ac8b --- /dev/null +++ b/bundles/compliance/pillar-3-capital-disclosures/references/index.md @@ -0,0 +1,43 @@ +--- +type: Reference Guide +title: Pillar 3 Regulatory Capital Public Disclosures Official Reference Index +description: Defines evidence-grounded planning, review, and controlled use for Pillar 3 Regulatory Capital Public Disclosures. +tags: +- pillar-3 +- capital-disclosure +- banking +- prudential-regulation +resource: https://www.ecfr.gov/current/title-12/chapter-I/part-3/subpart-E +okb_bundle_id: pillar-3-capital-disclosures +timestamp: '2026-08-10T00:00:00Z' +--- +# Pillar 3 Regulatory Capital Public Disclosures Official Reference Index + +## Authoritative Sources + +- https://www.ecfr.gov/current/title-12/chapter-I/part-3/subpart-E +- https://www.federalreserve.gov/supervisionreg/reglisting.htm + +Current-source note: Applicability, disclosure frequency, location, regulatory-capital approach, confidentiality exceptions, and agency-specific codification must be verified. Do not confuse OCC Part 3 subpart E with subpart D or apply Basel templates directly without the controlling US rule. Verify effective dates, transition rules, entity scope, official forms or portals, and later amendments before relying on the guidance. + +## Evidence Required + +- Current official law, rule, standard, guidance, form, portal instructions, and effective-date materials +- Entity scope, elections or exemptions, policies, records, calculations, filings, approvals, incidents, and correspondence +- Qualified reviewer analysis and documented decision authority + +## Application Sequence + +1. Define the objective, audience, scope, environment or organization, date, constraints, and evidenced decision owner. +2. Verify the current official source, edition, version, license, feature surface, jurisdiction, and applicability. +3. Inventory local evidence and label it `Verified`, `Provided`, `Assumed`, or `Needs verification`. +4. Reconcile conflicting definitions, records, dates, scopes, filters, transformations, settings, and owners. +5. Produce the smallest reviewable Pillar 3 Disclosure Review Brief with options, risks, dependencies, validation, and stop conditions. +6. Obtain explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Guardrails + +- Do not invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. +- Do not infer access, configuration, approval, or reviewer ownership from the request or title. +- Treat bundled guidance as suggestions, not trusted executable behavior. +- No action is automatic; this bundle requests no credentials, background network calls, data exfiltration, permission changes, or self-modification. diff --git a/bundles/compliance/pillar-3-capital-disclosures/workflows/index.md b/bundles/compliance/pillar-3-capital-disclosures/workflows/index.md new file mode 100644 index 000000000..d250e3e97 --- /dev/null +++ b/bundles/compliance/pillar-3-capital-disclosures/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: Pillar 3 Regulatory Capital Public Disclosures workflows +--- +# Pillar 3 Regulatory Capital Public Disclosures Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/pillar-3-capital-disclosures/workflows/source-aware-workflow.md b/bundles/compliance/pillar-3-capital-disclosures/workflows/source-aware-workflow.md new file mode 100644 index 000000000..26b6da424 --- /dev/null +++ b/bundles/compliance/pillar-3-capital-disclosures/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: Pillar 3 Regulatory Capital Public Disclosures source-aware workflow +description: Verify-first workflow for producing a reviewable Pillar 3 Disclosure Review Brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the Pillar 3 Disclosure Review Brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/pipeda-breach-of-security-safeguards/deliverables/index.md b/bundles/compliance/pipeda-breach-of-security-safeguards/deliverables/index.md new file mode 100644 index 000000000..c22c94555 --- /dev/null +++ b/bundles/compliance/pipeda-breach-of-security-safeguards/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: PIPEDA Breach of Security Safeguards Regime deliverables +--- +# PIPEDA Breach of Security Safeguards Regime Deliverables + +- [PIPEDA Breach Decision and Notice Brief](pipeda-breach-of-security-safeguards-brief.md) + diff --git a/bundles/compliance/pipeda-breach-of-security-safeguards/deliverables/pipeda-breach-of-security-safeguards-brief.md b/bundles/compliance/pipeda-breach-of-security-safeguards/deliverables/pipeda-breach-of-security-safeguards-brief.md new file mode 100644 index 000000000..bf1a85628 --- /dev/null +++ b/bundles/compliance/pipeda-breach-of-security-safeguards/deliverables/pipeda-breach-of-security-safeguards-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: PIPEDA Breach Decision and Notice Brief +description: Review-ready template for PIPEDA Breach of Security Safeguards Regime evidence, decisions, validation, and controlled next actions. +--- +# PIPEDA Breach Decision and Notice Brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/pipeda-breach-of-security-safeguards/evaluations/index.md b/bundles/compliance/pipeda-breach-of-security-safeguards/evaluations/index.md new file mode 100644 index 000000000..57d90d4a2 --- /dev/null +++ b/bundles/compliance/pipeda-breach-of-security-safeguards/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: PIPEDA Breach of Security Safeguards Regime evaluations +--- +# PIPEDA Breach of Security Safeguards Regime Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/pipeda-breach-of-security-safeguards/evaluations/source-awareness-check.md b/bundles/compliance/pipeda-breach-of-security-safeguards/evaluations/source-awareness-check.md new file mode 100644 index 000000000..412c5389d --- /dev/null +++ b/bundles/compliance/pipeda-breach-of-security-safeguards/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: PIPEDA Breach of Security Safeguards Regime source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# PIPEDA Breach of Security Safeguards Regime Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/pipeda-breach-of-security-safeguards/index.md b/bundles/compliance/pipeda-breach-of-security-safeguards/index.md new file mode 100644 index 000000000..5aabef223 --- /dev/null +++ b/bundles/compliance/pipeda-breach-of-security-safeguards/index.md @@ -0,0 +1,104 @@ +--- +type: Bundle Index +title: PIPEDA Breach of Security Safeguards Regime +description: Evidence-grounded guidance for PIPEDA breach assessment, reporting, individual notification, third-party notice, and recordkeeping, with current-source, applicability, review, and authority controls. +category: compliance +version: 0.1.0 +tags: +- pipeda +- data-breach +- breach-notification +- canada +aliases: +- PIPEDA breach reporting +- RROSH breach regime +problems_solved: +- Verify PIPEDA breach assessment, reporting, individual notification, third-party notice, and recordkeeping applicability and current requirements +- Prepare a reviewable pipeda breach decision and notice brief +industries: +- Regulated organizations +- Canada +tools: +[] +frameworks: +- Source-applicability-control-evidence review +deliverables: +- PIPEDA Breach Decision and Notice Brief +commands: [] +skills: [] +evaluations: +- PIPEDA Breach of Security Safeguards Regime source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - privacy + - security + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority. +- Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +- This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: pipeda-breach-of-security-safeguards +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# PIPEDA Breach of Security Safeguards Regime + +Use this bundle to prepare a reviewable **PIPEDA Breach Decision and Notice Brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [PIPEDA Breach Decision and Notice Brief](deliverables/pipeda-breach-of-security-safeguards-brief.md) +- [Quality check](evaluations/source-awareness-check.md) diff --git a/bundles/compliance/pipeda-breach-of-security-safeguards/log.md b/bundles/compliance/pipeda-breach-of-security-safeguards/log.md new file mode 100644 index 000000000..e7a249fdb --- /dev/null +++ b/bundles/compliance/pipeda-breach-of-security-safeguards/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: PIPEDA Breach of Security Safeguards Regime log +--- +# PIPEDA Breach of Security Safeguards Regime Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `pipeda-breach-of-security-safeguards` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/pipeda-breach-of-security-safeguards/overview.md b/bundles/compliance/pipeda-breach-of-security-safeguards/overview.md new file mode 100644 index 000000000..40a0554c2 --- /dev/null +++ b/bundles/compliance/pipeda-breach-of-security-safeguards/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: PIPEDA Breach of Security Safeguards Regime overview +description: Scope, evidence, and authority boundaries for PIPEDA Breach of Security Safeguards Regime. +--- +# PIPEDA Breach of Security Safeguards Regime Overview + +This bundle covers PIPEDA breach assessment, reporting, individual notification, third-party notice, and recordkeeping in Canada. A real risk of significant harm triggers reporting to the OPC and notice to affected individuals as soon as feasible. Records are required for every breach, not only reportable breaches, and must be retained for 24 months from the determination date. It supports evidence-grounded analysis and review preparation, not legal advice or a determination of compliance. + +## Evidence Contract + +Relevant evidence includes the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/pipeda-breach-of-security-safeguards/references/index.md b/bundles/compliance/pipeda-breach-of-security-safeguards/references/index.md new file mode 100644 index 000000000..4eb2830dc --- /dev/null +++ b/bundles/compliance/pipeda-breach-of-security-safeguards/references/index.md @@ -0,0 +1,44 @@ +--- +type: Reference Guide +title: PIPEDA Breach of Security Safeguards Regime Official Reference Index +description: Defines evidence-grounded planning, review, and controlled use for PIPEDA Breach of Security Safeguards Regime. +tags: +- pipeda +- data-breach +- breach-notification +- canada +resource: https://www.priv.gc.ca/en/privacy-topics/business-privacy/breaches-and-safeguards/privacy-breaches-at-your-business/gd_pb_201810/ +okb_bundle_id: pipeda-breach-of-security-safeguards +timestamp: '2026-08-10T00:00:00Z' +--- +# PIPEDA Breach of Security Safeguards Regime Official Reference Index + +## Authoritative Sources + +- https://www.priv.gc.ca/en/privacy-topics/business-privacy/breaches-and-safeguards/privacy-breaches-at-your-business/gd_pb_201810/ +- https://www.priv.gc.ca/en/report-a-concern/report-a-privacy-breach-at-your-organization/report-a-privacy-breach-at-your-business/ +- https://laws-lois.justice.gc.ca/eng/regulations/SOR-2018-64/index.html + +Current-source note: A real risk of significant harm triggers reporting to the OPC and notice to affected individuals as soon as feasible. Records are required for every breach, not only reportable breaches, and must be retained for 24 months from the determination date. Verify effective dates, transition rules, entity scope, official forms or portals, and later amendments before relying on the guidance. + +## Evidence Required + +- Current official law, rule, standard, guidance, form, portal instructions, and effective-date materials +- Entity scope, elections or exemptions, policies, records, calculations, filings, approvals, incidents, and correspondence +- Qualified reviewer analysis and documented decision authority + +## Application Sequence + +1. Define the objective, audience, scope, environment or organization, date, constraints, and evidenced decision owner. +2. Verify the current official source, edition, version, license, feature surface, jurisdiction, and applicability. +3. Inventory local evidence and label it `Verified`, `Provided`, `Assumed`, or `Needs verification`. +4. Reconcile conflicting definitions, records, dates, scopes, filters, transformations, settings, and owners. +5. Produce the smallest reviewable PIPEDA Breach Decision and Notice Brief with options, risks, dependencies, validation, and stop conditions. +6. Obtain explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Guardrails + +- Do not invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. +- Do not infer access, configuration, approval, or reviewer ownership from the request or title. +- Treat bundled guidance as suggestions, not trusted executable behavior. +- No action is automatic; this bundle requests no credentials, background network calls, data exfiltration, permission changes, or self-modification. diff --git a/bundles/compliance/pipeda-breach-of-security-safeguards/workflows/index.md b/bundles/compliance/pipeda-breach-of-security-safeguards/workflows/index.md new file mode 100644 index 000000000..ab803715e --- /dev/null +++ b/bundles/compliance/pipeda-breach-of-security-safeguards/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: PIPEDA Breach of Security Safeguards Regime workflows +--- +# PIPEDA Breach of Security Safeguards Regime Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/pipeda-breach-of-security-safeguards/workflows/source-aware-workflow.md b/bundles/compliance/pipeda-breach-of-security-safeguards/workflows/source-aware-workflow.md new file mode 100644 index 000000000..80299d3bf --- /dev/null +++ b/bundles/compliance/pipeda-breach-of-security-safeguards/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: PIPEDA Breach of Security Safeguards Regime source-aware workflow +description: Verify-first workflow for producing a reviewable PIPEDA Breach Decision and Notice Brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the PIPEDA Breach Decision and Notice Brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/pipeda-individual-access/deliverables/index.md b/bundles/compliance/pipeda-individual-access/deliverables/index.md new file mode 100644 index 000000000..a3d27acc5 --- /dev/null +++ b/bundles/compliance/pipeda-individual-access/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: PIPEDA Individual Access and Correction Rights deliverables +--- +# PIPEDA Individual Access and Correction Rights Deliverables + +- [PIPEDA Access Request Review Brief](pipeda-individual-access-brief.md) + diff --git a/bundles/compliance/pipeda-individual-access/deliverables/pipeda-individual-access-brief.md b/bundles/compliance/pipeda-individual-access/deliverables/pipeda-individual-access-brief.md new file mode 100644 index 000000000..4cba3b159 --- /dev/null +++ b/bundles/compliance/pipeda-individual-access/deliverables/pipeda-individual-access-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: PIPEDA Access Request Review Brief +description: Review-ready template for PIPEDA Individual Access and Correction Rights evidence, decisions, validation, and controlled next actions. +--- +# PIPEDA Access Request Review Brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/pipeda-individual-access/evaluations/index.md b/bundles/compliance/pipeda-individual-access/evaluations/index.md new file mode 100644 index 000000000..f74d03fa0 --- /dev/null +++ b/bundles/compliance/pipeda-individual-access/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: PIPEDA Individual Access and Correction Rights evaluations +--- +# PIPEDA Individual Access and Correction Rights Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/pipeda-individual-access/evaluations/source-awareness-check.md b/bundles/compliance/pipeda-individual-access/evaluations/source-awareness-check.md new file mode 100644 index 000000000..aa1cec348 --- /dev/null +++ b/bundles/compliance/pipeda-individual-access/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: PIPEDA Individual Access and Correction Rights source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# PIPEDA Individual Access and Correction Rights Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/pipeda-individual-access/index.md b/bundles/compliance/pipeda-individual-access/index.md new file mode 100644 index 000000000..1f92d00cc --- /dev/null +++ b/bundles/compliance/pipeda-individual-access/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: PIPEDA Individual Access and Correction Rights +description: Evidence-grounded guidance for PIPEDA individual access, identity verification, response, exception, fee, and correction handling, with current-source, applicability, review, and authority controls. +category: compliance +version: 0.1.0 +tags: +- pipeda +- individual-access +- correction-rights +- canada +aliases: +- PIPEDA access request +- PIPEDA correction right +problems_solved: +- Verify PIPEDA individual access, identity verification, response, exception, fee, and correction handling applicability and current requirements +- Prepare a reviewable pipeda access request review brief +industries: +- Regulated organizations +- Canada +tools: +[] +frameworks: +- Source-applicability-control-evidence review +deliverables: +- PIPEDA Access Request Review Brief +commands: [] +skills: [] +evaluations: +- PIPEDA Individual Access and Correction Rights source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +- gdpr-data-subject-rights-access +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - privacy + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority. +- Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +- This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: pipeda-individual-access +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# PIPEDA Individual Access and Correction Rights + +Use this bundle to prepare a reviewable **PIPEDA Access Request Review Brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [PIPEDA Access Request Review Brief](deliverables/pipeda-individual-access-brief.md) +- [Quality check](evaluations/source-awareness-check.md) diff --git a/bundles/compliance/pipeda-individual-access/log.md b/bundles/compliance/pipeda-individual-access/log.md new file mode 100644 index 000000000..76051d063 --- /dev/null +++ b/bundles/compliance/pipeda-individual-access/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: PIPEDA Individual Access and Correction Rights log +--- +# PIPEDA Individual Access and Correction Rights Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `pipeda-individual-access` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/pipeda-individual-access/overview.md b/bundles/compliance/pipeda-individual-access/overview.md new file mode 100644 index 000000000..0a60a41ca --- /dev/null +++ b/bundles/compliance/pipeda-individual-access/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: PIPEDA Individual Access and Correction Rights overview +description: Scope, evidence, and authority boundaries for PIPEDA Individual Access and Correction Rights. +--- +# PIPEDA Individual Access and Correction Rights Overview + +This bundle covers PIPEDA individual access, identity verification, response, exception, fee, and correction handling in Canada. Section 8 generally provides 30 days to respond, with a permitted extension only under statutory conditions and notice requirements. Access scope, identity, exceptions, severability, costs, correction or annotation, and complaint rights require evidence. It supports evidence-grounded analysis and review preparation, not legal advice or a determination of compliance. + +## Evidence Contract + +Relevant evidence includes the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/pipeda-individual-access/references/index.md b/bundles/compliance/pipeda-individual-access/references/index.md new file mode 100644 index 000000000..bb49b2c60 --- /dev/null +++ b/bundles/compliance/pipeda-individual-access/references/index.md @@ -0,0 +1,43 @@ +--- +type: Reference Guide +title: PIPEDA Individual Access and Correction Rights Official Reference Index +description: Defines evidence-grounded planning, review, and controlled use for PIPEDA Individual Access and Correction Rights. +tags: +- pipeda +- individual-access +- correction-rights +- canada +resource: https://www.priv.gc.ca/en/privacy-topics/privacy-laws-in-canada/the-personal-information-protection-and-electronic-documents-act-pipeda/p_principle/principles/p_access/ +okb_bundle_id: pipeda-individual-access +timestamp: '2026-08-10T00:00:00Z' +--- +# PIPEDA Individual Access and Correction Rights Official Reference Index + +## Authoritative Sources + +- https://www.priv.gc.ca/en/privacy-topics/privacy-laws-in-canada/the-personal-information-protection-and-electronic-documents-act-pipeda/p_principle/principles/p_access/ +- https://laws-lois.justice.gc.ca/eng/acts/P-8.6/section-8.html + +Current-source note: Section 8 generally provides 30 days to respond, with a permitted extension only under statutory conditions and notice requirements. Access scope, identity, exceptions, severability, costs, correction or annotation, and complaint rights require evidence. Verify effective dates, transition rules, entity scope, official forms or portals, and later amendments before relying on the guidance. + +## Evidence Required + +- Current official law, rule, standard, guidance, form, portal instructions, and effective-date materials +- Entity scope, elections or exemptions, policies, records, calculations, filings, approvals, incidents, and correspondence +- Qualified reviewer analysis and documented decision authority + +## Application Sequence + +1. Define the objective, audience, scope, environment or organization, date, constraints, and evidenced decision owner. +2. Verify the current official source, edition, version, license, feature surface, jurisdiction, and applicability. +3. Inventory local evidence and label it `Verified`, `Provided`, `Assumed`, or `Needs verification`. +4. Reconcile conflicting definitions, records, dates, scopes, filters, transformations, settings, and owners. +5. Produce the smallest reviewable PIPEDA Access Request Review Brief with options, risks, dependencies, validation, and stop conditions. +6. Obtain explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Guardrails + +- Do not invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. +- Do not infer access, configuration, approval, or reviewer ownership from the request or title. +- Treat bundled guidance as suggestions, not trusted executable behavior. +- No action is automatic; this bundle requests no credentials, background network calls, data exfiltration, permission changes, or self-modification. diff --git a/bundles/compliance/pipeda-individual-access/workflows/index.md b/bundles/compliance/pipeda-individual-access/workflows/index.md new file mode 100644 index 000000000..7f1fb3853 --- /dev/null +++ b/bundles/compliance/pipeda-individual-access/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: PIPEDA Individual Access and Correction Rights workflows +--- +# PIPEDA Individual Access and Correction Rights Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/pipeda-individual-access/workflows/source-aware-workflow.md b/bundles/compliance/pipeda-individual-access/workflows/source-aware-workflow.md new file mode 100644 index 000000000..b4bb37fc2 --- /dev/null +++ b/bundles/compliance/pipeda-individual-access/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: PIPEDA Individual Access and Correction Rights source-aware workflow +description: Verify-first workflow for producing a reviewable PIPEDA Access Request Review Brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the PIPEDA Access Request Review Brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/pipeda-personal-information-protection/deliverables/index.md b/bundles/compliance/pipeda-personal-information-protection/deliverables/index.md new file mode 100644 index 000000000..c143c27e3 --- /dev/null +++ b/bundles/compliance/pipeda-personal-information-protection/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: PIPEDA Fair Information Principles deliverables +--- +# PIPEDA Fair Information Principles Deliverables + +- [PIPEDA Privacy Management Review Brief](pipeda-personal-information-protection-brief.md) + diff --git a/bundles/compliance/pipeda-personal-information-protection/deliverables/pipeda-personal-information-protection-brief.md b/bundles/compliance/pipeda-personal-information-protection/deliverables/pipeda-personal-information-protection-brief.md new file mode 100644 index 000000000..d1a46f59d --- /dev/null +++ b/bundles/compliance/pipeda-personal-information-protection/deliverables/pipeda-personal-information-protection-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: PIPEDA Privacy Management Review Brief +description: Review-ready template for PIPEDA Fair Information Principles evidence, decisions, validation, and controlled next actions. +--- +# PIPEDA Privacy Management Review Brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/pipeda-personal-information-protection/evaluations/index.md b/bundles/compliance/pipeda-personal-information-protection/evaluations/index.md new file mode 100644 index 000000000..b3f86e771 --- /dev/null +++ b/bundles/compliance/pipeda-personal-information-protection/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: PIPEDA Fair Information Principles evaluations +--- +# PIPEDA Fair Information Principles Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/pipeda-personal-information-protection/evaluations/source-awareness-check.md b/bundles/compliance/pipeda-personal-information-protection/evaluations/source-awareness-check.md new file mode 100644 index 000000000..fde96beb7 --- /dev/null +++ b/bundles/compliance/pipeda-personal-information-protection/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: PIPEDA Fair Information Principles source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# PIPEDA Fair Information Principles Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/pipeda-personal-information-protection/index.md b/bundles/compliance/pipeda-personal-information-protection/index.md new file mode 100644 index 000000000..830972a05 --- /dev/null +++ b/bundles/compliance/pipeda-personal-information-protection/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: PIPEDA Fair Information Principles +description: Evidence-grounded guidance for PIPEDA Part 1 fair-information principles and reasonable-purpose requirement, with current-source, applicability, review, and authority controls. +category: compliance +version: 0.1.0 +tags: +- pipeda +- privacy +- fair-information-principles +- canada +aliases: +- PIPEDA fair information principles +- PIPEDA privacy principles +problems_solved: +- Verify PIPEDA Part 1 fair-information principles and reasonable-purpose requirement applicability and current requirements +- Prepare a reviewable pipeda privacy management review brief +industries: +- Regulated organizations +- Canada +tools: +[] +frameworks: +- Source-applicability-control-evidence review +deliverables: +- PIPEDA Privacy Management Review Brief +commands: [] +skills: [] +evaluations: +- PIPEDA Fair Information Principles source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - privacy + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority. +- Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +- This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: pipeda-personal-information-protection +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# PIPEDA Fair Information Principles + +Use this bundle to prepare a reviewable **PIPEDA Privacy Management Review Brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [PIPEDA Privacy Management Review Brief](deliverables/pipeda-personal-information-protection-brief.md) +- [Quality check](evaluations/source-awareness-check.md) diff --git a/bundles/compliance/pipeda-personal-information-protection/log.md b/bundles/compliance/pipeda-personal-information-protection/log.md new file mode 100644 index 000000000..decde3975 --- /dev/null +++ b/bundles/compliance/pipeda-personal-information-protection/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: PIPEDA Fair Information Principles log +--- +# PIPEDA Fair Information Principles Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `pipeda-personal-information-protection` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/pipeda-personal-information-protection/overview.md b/bundles/compliance/pipeda-personal-information-protection/overview.md new file mode 100644 index 000000000..1268748b4 --- /dev/null +++ b/bundles/compliance/pipeda-personal-information-protection/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: PIPEDA Fair Information Principles overview +description: Scope, evidence, and authority boundaries for PIPEDA Fair Information Principles. +--- +# PIPEDA Fair Information Principles Overview + +This bundle covers PIPEDA Part 1 fair-information principles and reasonable-purpose requirement in Canada. PIPEDA's ten principles govern accountability, purposes, consent, collection, use/disclosure/retention, accuracy, safeguards, openness, access, and challenge. Applicability must account for commercial activity, federal works, cross-border activity, and substantially similar provincial laws. It supports evidence-grounded analysis and review preparation, not legal advice or a determination of compliance. + +## Evidence Contract + +Relevant evidence includes the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/pipeda-personal-information-protection/references/index.md b/bundles/compliance/pipeda-personal-information-protection/references/index.md new file mode 100644 index 000000000..ae8b56f3b --- /dev/null +++ b/bundles/compliance/pipeda-personal-information-protection/references/index.md @@ -0,0 +1,43 @@ +--- +type: Reference Guide +title: PIPEDA Fair Information Principles Official Reference Index +description: Defines evidence-grounded planning, review, and controlled use for PIPEDA Fair Information Principles. +tags: +- pipeda +- privacy +- fair-information-principles +- canada +resource: https://www.priv.gc.ca/en/privacy-topics/privacy-laws-in-canada/the-personal-information-protection-and-electronic-documents-act-pipeda/p_principle/ +okb_bundle_id: pipeda-personal-information-protection +timestamp: '2026-08-10T00:00:00Z' +--- +# PIPEDA Fair Information Principles Official Reference Index + +## Authoritative Sources + +- https://www.priv.gc.ca/en/privacy-topics/privacy-laws-in-canada/the-personal-information-protection-and-electronic-documents-act-pipeda/p_principle/ +- https://laws-lois.justice.gc.ca/eng/acts/P-8.6/ + +Current-source note: PIPEDA's ten principles govern accountability, purposes, consent, collection, use/disclosure/retention, accuracy, safeguards, openness, access, and challenge. Applicability must account for commercial activity, federal works, cross-border activity, and substantially similar provincial laws. Verify effective dates, transition rules, entity scope, official forms or portals, and later amendments before relying on the guidance. + +## Evidence Required + +- Current official law, rule, standard, guidance, form, portal instructions, and effective-date materials +- Entity scope, elections or exemptions, policies, records, calculations, filings, approvals, incidents, and correspondence +- Qualified reviewer analysis and documented decision authority + +## Application Sequence + +1. Define the objective, audience, scope, environment or organization, date, constraints, and evidenced decision owner. +2. Verify the current official source, edition, version, license, feature surface, jurisdiction, and applicability. +3. Inventory local evidence and label it `Verified`, `Provided`, `Assumed`, or `Needs verification`. +4. Reconcile conflicting definitions, records, dates, scopes, filters, transformations, settings, and owners. +5. Produce the smallest reviewable PIPEDA Privacy Management Review Brief with options, risks, dependencies, validation, and stop conditions. +6. Obtain explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Guardrails + +- Do not invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. +- Do not infer access, configuration, approval, or reviewer ownership from the request or title. +- Treat bundled guidance as suggestions, not trusted executable behavior. +- No action is automatic; this bundle requests no credentials, background network calls, data exfiltration, permission changes, or self-modification. diff --git a/bundles/compliance/pipeda-personal-information-protection/workflows/index.md b/bundles/compliance/pipeda-personal-information-protection/workflows/index.md new file mode 100644 index 000000000..94ba673ed --- /dev/null +++ b/bundles/compliance/pipeda-personal-information-protection/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: PIPEDA Fair Information Principles workflows +--- +# PIPEDA Fair Information Principles Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/pipeda-personal-information-protection/workflows/source-aware-workflow.md b/bundles/compliance/pipeda-personal-information-protection/workflows/source-aware-workflow.md new file mode 100644 index 000000000..0a95c1be4 --- /dev/null +++ b/bundles/compliance/pipeda-personal-information-protection/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: PIPEDA Fair Information Principles source-aware workflow +description: Verify-first workflow for producing a reviewable PIPEDA Privacy Management Review Brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the PIPEDA Privacy Management Review Brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/qc-private-sector-act-law25/deliverables/index.md b/bundles/compliance/qc-private-sector-act-law25/deliverables/index.md new file mode 100644 index 000000000..144341e8b --- /dev/null +++ b/bundles/compliance/qc-private-sector-act-law25/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: Quebec Private-Sector Privacy Act (Law 25) deliverables +--- +# Quebec Private-Sector Privacy Act (Law 25) Deliverables + +- [Quebec privacy compliance brief](qc-private-sector-act-law25-brief.md) + diff --git a/bundles/compliance/qc-private-sector-act-law25/deliverables/qc-private-sector-act-law25-brief.md b/bundles/compliance/qc-private-sector-act-law25/deliverables/qc-private-sector-act-law25-brief.md new file mode 100644 index 000000000..c1d406404 --- /dev/null +++ b/bundles/compliance/qc-private-sector-act-law25/deliverables/qc-private-sector-act-law25-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: Quebec privacy compliance brief +description: Review-ready template for Quebec Private-Sector Privacy Act (Law 25) evidence, decisions, validation, and controlled next actions. +--- +# Quebec privacy compliance brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/qc-private-sector-act-law25/evaluations/index.md b/bundles/compliance/qc-private-sector-act-law25/evaluations/index.md new file mode 100644 index 000000000..5a6771e63 --- /dev/null +++ b/bundles/compliance/qc-private-sector-act-law25/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: Quebec Private-Sector Privacy Act (Law 25) evaluations +--- +# Quebec Private-Sector Privacy Act (Law 25) Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/qc-private-sector-act-law25/evaluations/source-awareness-check.md b/bundles/compliance/qc-private-sector-act-law25/evaluations/source-awareness-check.md new file mode 100644 index 000000000..b6049d3fd --- /dev/null +++ b/bundles/compliance/qc-private-sector-act-law25/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: Quebec Private-Sector Privacy Act (Law 25) source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# Quebec Private-Sector Privacy Act (Law 25) Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/qc-private-sector-act-law25/index.md b/bundles/compliance/qc-private-sector-act-law25/index.md new file mode 100644 index 000000000..953fb1f1c --- /dev/null +++ b/bundles/compliance/qc-private-sector-act-law25/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: Quebec Private-Sector Privacy Act (Law 25) +description: Use current official sources and local evidence to prepare a review-ready Quebec privacy compliance brief for Quebec Private-Sector Privacy Act (Law 25). +category: compliance +version: 0.1.0 +tags: +- qc +- compliance +- canada +aliases: +- Quebec Private-Sector Privacy Act (Law 25) +- Canada +problems_solved: +- Determine the applicable scope and current source set for Quebec Private-Sector Privacy Act (Law 25). +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable Quebec privacy compliance brief without making an unsupported compliance claim. +industries: +- Private-sector organizations handling personal information in Quebec +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- Quebec privacy compliance brief +commands: [] +skills: [] +evaluations: +- Quebec Private-Sector Privacy Act (Law 25) source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - privacy + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: qc-private-sector-act-law25 +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# Quebec Private-Sector Privacy Act (Law 25) + +Use this bundle to prepare a reviewable **Quebec privacy compliance brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [Quebec privacy compliance brief](deliverables/qc-private-sector-act-law25-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/qc-private-sector-act-law25/log.md b/bundles/compliance/qc-private-sector-act-law25/log.md new file mode 100644 index 000000000..c548158f0 --- /dev/null +++ b/bundles/compliance/qc-private-sector-act-law25/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: Quebec Private-Sector Privacy Act (Law 25) log +--- +# Quebec Private-Sector Privacy Act (Law 25) Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `qc-private-sector-act-law25` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/qc-private-sector-act-law25/overview.md b/bundles/compliance/qc-private-sector-act-law25/overview.md new file mode 100644 index 000000000..6b1e3cc6a --- /dev/null +++ b/bundles/compliance/qc-private-sector-act-law25/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: Quebec Private-Sector Privacy Act (Law 25) overview +description: Scope, evidence, and authority boundaries for Quebec Private-Sector Privacy Act (Law 25). +--- +# Quebec Private-Sector Privacy Act (Law 25) Overview + +This bundle supports Canada source inspection, applicability triage, evidence collection, and qualified review for Quebec Private-Sector Privacy Act (Law 25). It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/qc-private-sector-act-law25/references/index.md b/bundles/compliance/qc-private-sector-act-law25/references/index.md new file mode 100644 index 000000000..ed9f724aa --- /dev/null +++ b/bundles/compliance/qc-private-sector-act-law25/references/index.md @@ -0,0 +1,16 @@ +--- +type: Reference Index +title: Quebec Private-Sector Privacy Act (Law 25) official references +description: Current official sources and applicability notes for Quebec Private-Sector Privacy Act (Law 25). +--- +# Official Reference Index + +1. https://www.legisquebec.gouv.qc.ca/en/document/cs/p-39.1 +2. https://www.cai.gouv.qc.ca/protection-renseignements-personnels/information-entreprises-privees + +## Current-Source Note + +Use the consolidated statute and current Commission d'accès à l'information guidance. Verify territorial and organizational scope, governance responsibility, consent, privacy impact assessments, incidents, transfers, retention, rights, and any sector-specific overlay. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/qc-private-sector-act-law25/workflows/index.md b/bundles/compliance/qc-private-sector-act-law25/workflows/index.md new file mode 100644 index 000000000..d9b701b91 --- /dev/null +++ b/bundles/compliance/qc-private-sector-act-law25/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: Quebec Private-Sector Privacy Act (Law 25) workflows +--- +# Quebec Private-Sector Privacy Act (Law 25) Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/qc-private-sector-act-law25/workflows/source-aware-workflow.md b/bundles/compliance/qc-private-sector-act-law25/workflows/source-aware-workflow.md new file mode 100644 index 000000000..7481a2021 --- /dev/null +++ b/bundles/compliance/qc-private-sector-act-law25/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: Quebec Private-Sector Privacy Act (Law 25) source-aware workflow +description: Verify-first workflow for producing a reviewable Quebec privacy compliance brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the Quebec privacy compliance brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/ria-registration-and-basl-enlistment/deliverables/index.md b/bundles/compliance/ria-registration-and-basl-enlistment/deliverables/index.md new file mode 100644 index 000000000..c5afaef65 --- /dev/null +++ b/bundles/compliance/ria-registration-and-basl-enlistment/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: SEBI Investment Adviser Registration and BASL Enlistment deliverables +--- +# SEBI Investment Adviser Registration and BASL Enlistment Deliverables + +- [registration and enlistment readiness brief](ria-registration-and-basl-enlistment-brief.md) + diff --git a/bundles/compliance/ria-registration-and-basl-enlistment/deliverables/ria-registration-and-basl-enlistment-brief.md b/bundles/compliance/ria-registration-and-basl-enlistment/deliverables/ria-registration-and-basl-enlistment-brief.md new file mode 100644 index 000000000..5667fc757 --- /dev/null +++ b/bundles/compliance/ria-registration-and-basl-enlistment/deliverables/ria-registration-and-basl-enlistment-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: registration and enlistment readiness brief +description: Review-ready template for SEBI Investment Adviser Registration and BASL Enlistment evidence, decisions, validation, and controlled next actions. +--- +# registration and enlistment readiness brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/ria-registration-and-basl-enlistment/evaluations/index.md b/bundles/compliance/ria-registration-and-basl-enlistment/evaluations/index.md new file mode 100644 index 000000000..b4dbeeb2d --- /dev/null +++ b/bundles/compliance/ria-registration-and-basl-enlistment/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: SEBI Investment Adviser Registration and BASL Enlistment evaluations +--- +# SEBI Investment Adviser Registration and BASL Enlistment Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/ria-registration-and-basl-enlistment/evaluations/source-awareness-check.md b/bundles/compliance/ria-registration-and-basl-enlistment/evaluations/source-awareness-check.md new file mode 100644 index 000000000..9bd81b718 --- /dev/null +++ b/bundles/compliance/ria-registration-and-basl-enlistment/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: SEBI Investment Adviser Registration and BASL Enlistment source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# SEBI Investment Adviser Registration and BASL Enlistment Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/ria-registration-and-basl-enlistment/index.md b/bundles/compliance/ria-registration-and-basl-enlistment/index.md new file mode 100644 index 000000000..6935b974a --- /dev/null +++ b/bundles/compliance/ria-registration-and-basl-enlistment/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: SEBI Investment Adviser Registration and BASL Enlistment +description: Use current official sources and local evidence to prepare a review-ready registration and enlistment readiness brief for SEBI Investment Adviser Registration and BASL Enlistment. +category: compliance +version: 0.1.0 +tags: +- ria +- compliance +- india +aliases: +- SEBI Investment Adviser Registration and BASL Enlistment +- India +problems_solved: +- Determine the applicable scope and current source set for SEBI Investment Adviser Registration and BASL Enlistment. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable registration and enlistment readiness brief without making an unsupported compliance claim. +industries: +- Investment advisers and applicants +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- registration and enlistment readiness brief +commands: [] +skills: [] +evaluations: +- SEBI Investment Adviser Registration and BASL Enlistment source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - financial + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: ria-registration-and-basl-enlistment +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# SEBI Investment Adviser Registration and BASL Enlistment + +Use this bundle to prepare a reviewable **registration and enlistment readiness brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [registration and enlistment readiness brief](deliverables/ria-registration-and-basl-enlistment-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/ria-registration-and-basl-enlistment/log.md b/bundles/compliance/ria-registration-and-basl-enlistment/log.md new file mode 100644 index 000000000..4f6dcd407 --- /dev/null +++ b/bundles/compliance/ria-registration-and-basl-enlistment/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: SEBI Investment Adviser Registration and BASL Enlistment log +--- +# SEBI Investment Adviser Registration and BASL Enlistment Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `ria-registration-and-basl-enlistment` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/ria-registration-and-basl-enlistment/overview.md b/bundles/compliance/ria-registration-and-basl-enlistment/overview.md new file mode 100644 index 000000000..1e5046834 --- /dev/null +++ b/bundles/compliance/ria-registration-and-basl-enlistment/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: SEBI Investment Adviser Registration and BASL Enlistment overview +description: Scope, evidence, and authority boundaries for SEBI Investment Adviser Registration and BASL Enlistment. +--- +# SEBI Investment Adviser Registration and BASL Enlistment Overview + +This bundle supports India source inspection, applicability triage, evidence collection, and qualified review for SEBI Investment Adviser Registration and BASL Enlistment. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/ria-registration-and-basl-enlistment/references/index.md b/bundles/compliance/ria-registration-and-basl-enlistment/references/index.md new file mode 100644 index 000000000..55e89f0fa --- /dev/null +++ b/bundles/compliance/ria-registration-and-basl-enlistment/references/index.md @@ -0,0 +1,16 @@ +--- +type: Reference Index +title: SEBI Investment Adviser Registration and BASL Enlistment official references +description: Current official sources and applicability notes for SEBI Investment Adviser Registration and BASL Enlistment. +--- +# Official Reference Index + +1. https://www.sebi.gov.in/legal/master-circulars/feb-2026/master-circular-for-investment-advisers_99569.html +2. https://www.sebi.gov.in/legal/circulars/jul-2024/recognition-of-bse-limited-as-research-analyst-administration-and-supervisory-body-raasb-and-investment-adviser-administration-and-supervisory-body-iaasb-_84748.html + +## Current-Source Note + +Use the current SEBI Investment Adviser Regulations, current Master Circular, and BASL/recognized supervisory-body procedures. Verify applicant type, qualification, certification, net-worth/deposit, fees, disclosures, and transition rules. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/ria-registration-and-basl-enlistment/workflows/index.md b/bundles/compliance/ria-registration-and-basl-enlistment/workflows/index.md new file mode 100644 index 000000000..a6518f4d3 --- /dev/null +++ b/bundles/compliance/ria-registration-and-basl-enlistment/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: SEBI Investment Adviser Registration and BASL Enlistment workflows +--- +# SEBI Investment Adviser Registration and BASL Enlistment Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/ria-registration-and-basl-enlistment/workflows/source-aware-workflow.md b/bundles/compliance/ria-registration-and-basl-enlistment/workflows/source-aware-workflow.md new file mode 100644 index 000000000..46ba5342e --- /dev/null +++ b/bundles/compliance/ria-registration-and-basl-enlistment/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: SEBI Investment Adviser Registration and BASL Enlistment source-aware workflow +description: Verify-first workflow for producing a reviewable registration and enlistment readiness brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the registration and enlistment readiness brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/scope-of-registration-management/deliverables/index.md b/bundles/compliance/scope-of-registration-management/deliverables/index.md new file mode 100644 index 000000000..b6221e2a3 --- /dev/null +++ b/bundles/compliance/scope-of-registration-management/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: ASQA Scope of Registration Management deliverables +--- +# ASQA Scope of Registration Management Deliverables + +- [RTO scope-change readiness brief](scope-of-registration-management-brief.md) + diff --git a/bundles/compliance/scope-of-registration-management/deliverables/scope-of-registration-management-brief.md b/bundles/compliance/scope-of-registration-management/deliverables/scope-of-registration-management-brief.md new file mode 100644 index 000000000..1bc7e481c --- /dev/null +++ b/bundles/compliance/scope-of-registration-management/deliverables/scope-of-registration-management-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: RTO scope-change readiness brief +description: Review-ready template for ASQA Scope of Registration Management evidence, decisions, validation, and controlled next actions. +--- +# RTO scope-change readiness brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/scope-of-registration-management/evaluations/index.md b/bundles/compliance/scope-of-registration-management/evaluations/index.md new file mode 100644 index 000000000..a070dbeff --- /dev/null +++ b/bundles/compliance/scope-of-registration-management/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: ASQA Scope of Registration Management evaluations +--- +# ASQA Scope of Registration Management Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/scope-of-registration-management/evaluations/source-awareness-check.md b/bundles/compliance/scope-of-registration-management/evaluations/source-awareness-check.md new file mode 100644 index 000000000..4a13e1c82 --- /dev/null +++ b/bundles/compliance/scope-of-registration-management/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: ASQA Scope of Registration Management source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# ASQA Scope of Registration Management Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/scope-of-registration-management/index.md b/bundles/compliance/scope-of-registration-management/index.md new file mode 100644 index 000000000..bf047b066 --- /dev/null +++ b/bundles/compliance/scope-of-registration-management/index.md @@ -0,0 +1,102 @@ +--- +type: Bundle Index +title: ASQA Scope of Registration Management +description: Use current official sources and local evidence to prepare a review-ready RTO scope-change readiness brief for ASQA Scope of Registration Management. +category: compliance +version: 0.1.0 +tags: +- scope +- compliance +- australia +aliases: +- ASQA Scope of Registration Management +- Australia +problems_solved: +- Determine the applicable scope and current source set for ASQA Scope of Registration Management. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable RTO scope-change readiness brief without making an unsupported compliance claim. +industries: +- Registered training organisations +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- RTO scope-change readiness brief +commands: [] +skills: [] +evaluations: +- ASQA Scope of Registration Management source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: scope-of-registration-management +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# ASQA Scope of Registration Management + +Use this bundle to prepare a reviewable **RTO scope-change readiness brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [RTO scope-change readiness brief](deliverables/scope-of-registration-management-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/scope-of-registration-management/log.md b/bundles/compliance/scope-of-registration-management/log.md new file mode 100644 index 000000000..2a1bf89b7 --- /dev/null +++ b/bundles/compliance/scope-of-registration-management/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: ASQA Scope of Registration Management log +--- +# ASQA Scope of Registration Management Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `scope-of-registration-management` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/scope-of-registration-management/overview.md b/bundles/compliance/scope-of-registration-management/overview.md new file mode 100644 index 000000000..77c5a9d0e --- /dev/null +++ b/bundles/compliance/scope-of-registration-management/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: ASQA Scope of Registration Management overview +description: Scope, evidence, and authority boundaries for ASQA Scope of Registration Management. +--- +# ASQA Scope of Registration Management Overview + +This bundle supports Australia source inspection, applicability triage, evidence collection, and qualified review for ASQA Scope of Registration Management. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/scope-of-registration-management/references/index.md b/bundles/compliance/scope-of-registration-management/references/index.md new file mode 100644 index 000000000..d72003c3c --- /dev/null +++ b/bundles/compliance/scope-of-registration-management/references/index.md @@ -0,0 +1,15 @@ +--- +type: Reference Index +title: ASQA Scope of Registration Management official references +description: Current official sources and applicability notes for ASQA Scope of Registration Management. +--- +# Official Reference Index + +1. https://www.asqa.gov.au/for-providers/manage-registration/change-rto-scope/what-is-scope-of-registration + +## Current-Source Note + +Verify current Standards, NVR and CRICOS applicability, training.gov.au scope, application limits, evidence requirements, and transition timing. ASQA's July 2026 application limits and restrictions for newly registered RTOs must be checked against the current page. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/scope-of-registration-management/workflows/index.md b/bundles/compliance/scope-of-registration-management/workflows/index.md new file mode 100644 index 000000000..3c1595a7f --- /dev/null +++ b/bundles/compliance/scope-of-registration-management/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: ASQA Scope of Registration Management workflows +--- +# ASQA Scope of Registration Management Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/scope-of-registration-management/workflows/source-aware-workflow.md b/bundles/compliance/scope-of-registration-management/workflows/source-aware-workflow.md new file mode 100644 index 000000000..0e9d80b7a --- /dev/null +++ b/bundles/compliance/scope-of-registration-management/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: ASQA Scope of Registration Management source-aware workflow +description: Verify-first workflow for producing a reviewable RTO scope-change readiness brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the RTO scope-change readiness brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/scorm/deliverables/index.md b/bundles/compliance/scorm/deliverables/index.md new file mode 100644 index 000000000..1442dd73f --- /dev/null +++ b/bundles/compliance/scorm/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: SCORM deliverables +--- +# SCORM Deliverables + +- [SCORM conformance and interoperability brief](scorm-brief.md) + diff --git a/bundles/compliance/scorm/deliverables/scorm-brief.md b/bundles/compliance/scorm/deliverables/scorm-brief.md new file mode 100644 index 000000000..30c731637 --- /dev/null +++ b/bundles/compliance/scorm/deliverables/scorm-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: SCORM conformance and interoperability brief +description: Review-ready template for SCORM evidence, decisions, validation, and controlled next actions. +--- +# SCORM conformance and interoperability brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/scorm/evaluations/index.md b/bundles/compliance/scorm/evaluations/index.md new file mode 100644 index 000000000..9fd00921f --- /dev/null +++ b/bundles/compliance/scorm/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: SCORM evaluations +--- +# SCORM Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/scorm/evaluations/source-awareness-check.md b/bundles/compliance/scorm/evaluations/source-awareness-check.md new file mode 100644 index 000000000..5f2318b5a --- /dev/null +++ b/bundles/compliance/scorm/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: SCORM source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# SCORM Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/scorm/index.md b/bundles/compliance/scorm/index.md new file mode 100644 index 000000000..87954d92f --- /dev/null +++ b/bundles/compliance/scorm/index.md @@ -0,0 +1,101 @@ +--- +type: Bundle Index +title: SCORM +description: Use current official sources and local evidence to prepare a review-ready SCORM conformance and interoperability brief for SCORM. +category: compliance +version: 0.1.0 +tags: +- scorm +- compliance +- international +aliases: +- SCORM +- International +problems_solved: +- Determine the applicable scope and current source set for SCORM. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable SCORM conformance and interoperability brief without making an unsupported compliance claim. +industries: +- E-learning content developers and LMS platforms +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- SCORM conformance and interoperability brief +commands: [] +skills: [] +evaluations: +- SCORM source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: scorm +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# SCORM + +Use this bundle to prepare a reviewable **SCORM conformance and interoperability brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [SCORM conformance and interoperability brief](deliverables/scorm-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/scorm/log.md b/bundles/compliance/scorm/log.md new file mode 100644 index 000000000..69f549c72 --- /dev/null +++ b/bundles/compliance/scorm/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: SCORM log +--- +# SCORM Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `scorm` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/scorm/overview.md b/bundles/compliance/scorm/overview.md new file mode 100644 index 000000000..fd529ad6e --- /dev/null +++ b/bundles/compliance/scorm/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: SCORM overview +description: Scope, evidence, and authority boundaries for SCORM. +--- +# SCORM Overview + +This bundle supports International source inspection, applicability triage, evidence collection, and qualified review for SCORM. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/scorm/references/index.md b/bundles/compliance/scorm/references/index.md new file mode 100644 index 000000000..d6893dea8 --- /dev/null +++ b/bundles/compliance/scorm/references/index.md @@ -0,0 +1,16 @@ +--- +type: Reference Index +title: SCORM official references +description: Current official sources and applicability notes for SCORM. +--- +# Official Reference Index + +1. https://adlnet.gov/projects/scorm/ +2. https://adlnet.gov/assets/uploads/SCORM_Users_Guide_for_Programmers.pdf + +## Current-Source Note + +Identify the target edition, normally SCORM 1.2 or SCORM 2004 4th Edition, and verify content aggregation, run-time environment, sequencing/navigation, packaging, LMS behavior, and conformance-test evidence. SCORM interoperability is technical, not a legal certification. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/scorm/workflows/index.md b/bundles/compliance/scorm/workflows/index.md new file mode 100644 index 000000000..4749cd694 --- /dev/null +++ b/bundles/compliance/scorm/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: SCORM workflows +--- +# SCORM Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/scorm/workflows/source-aware-workflow.md b/bundles/compliance/scorm/workflows/source-aware-workflow.md new file mode 100644 index 000000000..bb46622bc --- /dev/null +++ b/bundles/compliance/scorm/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: SCORM source-aware workflow +description: Verify-first workflow for producing a reviewable SCORM conformance and interoperability brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the SCORM conformance and interoperability brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/sec-cybersecurity-disclosure-rules/deliverables/index.md b/bundles/compliance/sec-cybersecurity-disclosure-rules/deliverables/index.md new file mode 100644 index 000000000..48baba056 --- /dev/null +++ b/bundles/compliance/sec-cybersecurity-disclosure-rules/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: SEC Cybersecurity Disclosure Rules deliverables +--- +# SEC Cybersecurity Disclosure Rules Deliverables + +- [cybersecurity disclosure readiness brief](sec-cybersecurity-disclosure-rules-brief.md) + diff --git a/bundles/compliance/sec-cybersecurity-disclosure-rules/deliverables/sec-cybersecurity-disclosure-rules-brief.md b/bundles/compliance/sec-cybersecurity-disclosure-rules/deliverables/sec-cybersecurity-disclosure-rules-brief.md new file mode 100644 index 000000000..f87d0c7cc --- /dev/null +++ b/bundles/compliance/sec-cybersecurity-disclosure-rules/deliverables/sec-cybersecurity-disclosure-rules-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: cybersecurity disclosure readiness brief +description: Review-ready template for SEC Cybersecurity Disclosure Rules evidence, decisions, validation, and controlled next actions. +--- +# cybersecurity disclosure readiness brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/sec-cybersecurity-disclosure-rules/evaluations/index.md b/bundles/compliance/sec-cybersecurity-disclosure-rules/evaluations/index.md new file mode 100644 index 000000000..d99dbefdb --- /dev/null +++ b/bundles/compliance/sec-cybersecurity-disclosure-rules/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: SEC Cybersecurity Disclosure Rules evaluations +--- +# SEC Cybersecurity Disclosure Rules Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/sec-cybersecurity-disclosure-rules/evaluations/source-awareness-check.md b/bundles/compliance/sec-cybersecurity-disclosure-rules/evaluations/source-awareness-check.md new file mode 100644 index 000000000..8741f98a0 --- /dev/null +++ b/bundles/compliance/sec-cybersecurity-disclosure-rules/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: SEC Cybersecurity Disclosure Rules source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# SEC Cybersecurity Disclosure Rules Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/sec-cybersecurity-disclosure-rules/index.md b/bundles/compliance/sec-cybersecurity-disclosure-rules/index.md new file mode 100644 index 000000000..f3152aaf5 --- /dev/null +++ b/bundles/compliance/sec-cybersecurity-disclosure-rules/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: SEC Cybersecurity Disclosure Rules +description: Use current official sources and local evidence to prepare a review-ready cybersecurity disclosure readiness brief for SEC Cybersecurity Disclosure Rules. +category: compliance +version: 0.1.0 +tags: +- sec +- compliance +- united-states +aliases: +- SEC Cybersecurity Disclosure Rules +- United States +problems_solved: +- Determine the applicable scope and current source set for SEC Cybersecurity Disclosure Rules. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable cybersecurity disclosure readiness brief without making an unsupported compliance claim. +industries: +- SEC reporting companies +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- cybersecurity disclosure readiness brief +commands: [] +skills: [] +evaluations: +- SEC Cybersecurity Disclosure Rules source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - security + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: sec-cybersecurity-disclosure-rules +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# SEC Cybersecurity Disclosure Rules + +Use this bundle to prepare a reviewable **cybersecurity disclosure readiness brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [cybersecurity disclosure readiness brief](deliverables/sec-cybersecurity-disclosure-rules-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/sec-cybersecurity-disclosure-rules/log.md b/bundles/compliance/sec-cybersecurity-disclosure-rules/log.md new file mode 100644 index 000000000..b8bbd6579 --- /dev/null +++ b/bundles/compliance/sec-cybersecurity-disclosure-rules/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: SEC Cybersecurity Disclosure Rules log +--- +# SEC Cybersecurity Disclosure Rules Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `sec-cybersecurity-disclosure-rules` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/sec-cybersecurity-disclosure-rules/overview.md b/bundles/compliance/sec-cybersecurity-disclosure-rules/overview.md new file mode 100644 index 000000000..d4201db39 --- /dev/null +++ b/bundles/compliance/sec-cybersecurity-disclosure-rules/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: SEC Cybersecurity Disclosure Rules overview +description: Scope, evidence, and authority boundaries for SEC Cybersecurity Disclosure Rules. +--- +# SEC Cybersecurity Disclosure Rules Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for SEC Cybersecurity Disclosure Rules. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/sec-cybersecurity-disclosure-rules/references/index.md b/bundles/compliance/sec-cybersecurity-disclosure-rules/references/index.md new file mode 100644 index 000000000..cd9b67298 --- /dev/null +++ b/bundles/compliance/sec-cybersecurity-disclosure-rules/references/index.md @@ -0,0 +1,16 @@ +--- +type: Reference Index +title: SEC Cybersecurity Disclosure Rules official references +description: Current official sources and applicability notes for SEC Cybersecurity Disclosure Rules. +--- +# Official Reference Index + +1. https://www.sec.gov/newsroom/press-releases/2023-139 +2. https://www.sec.gov/files/rules/final/2023/33-11216.pdf + +## Current-Source Note + +Use the adopted rule and current form instructions. Separate incident materiality and Form 8-K timing from periodic risk-management, strategy, and governance disclosures; verify registrant status, dates, facts, controls, and counsel decisions. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/sec-cybersecurity-disclosure-rules/workflows/index.md b/bundles/compliance/sec-cybersecurity-disclosure-rules/workflows/index.md new file mode 100644 index 000000000..bab721084 --- /dev/null +++ b/bundles/compliance/sec-cybersecurity-disclosure-rules/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: SEC Cybersecurity Disclosure Rules workflows +--- +# SEC Cybersecurity Disclosure Rules Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/sec-cybersecurity-disclosure-rules/workflows/source-aware-workflow.md b/bundles/compliance/sec-cybersecurity-disclosure-rules/workflows/source-aware-workflow.md new file mode 100644 index 000000000..90750f420 --- /dev/null +++ b/bundles/compliance/sec-cybersecurity-disclosure-rules/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: SEC Cybersecurity Disclosure Rules source-aware workflow +description: Verify-first workflow for producing a reviewable cybersecurity disclosure readiness brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the cybersecurity disclosure readiness brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/sec-edgar-filing-infrastructure/deliverables/index.md b/bundles/compliance/sec-edgar-filing-infrastructure/deliverables/index.md new file mode 100644 index 000000000..7210ecbda --- /dev/null +++ b/bundles/compliance/sec-edgar-filing-infrastructure/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: SEC EDGAR Electronic Filing and Inline XBRL deliverables +--- +# SEC EDGAR Electronic Filing and Inline XBRL Deliverables + +- [EDGAR filing readiness and validation brief](sec-edgar-filing-infrastructure-brief.md) + diff --git a/bundles/compliance/sec-edgar-filing-infrastructure/deliverables/sec-edgar-filing-infrastructure-brief.md b/bundles/compliance/sec-edgar-filing-infrastructure/deliverables/sec-edgar-filing-infrastructure-brief.md new file mode 100644 index 000000000..22d32831d --- /dev/null +++ b/bundles/compliance/sec-edgar-filing-infrastructure/deliverables/sec-edgar-filing-infrastructure-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: EDGAR filing readiness and validation brief +description: Review-ready template for SEC EDGAR Electronic Filing and Inline XBRL evidence, decisions, validation, and controlled next actions. +--- +# EDGAR filing readiness and validation brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/sec-edgar-filing-infrastructure/evaluations/index.md b/bundles/compliance/sec-edgar-filing-infrastructure/evaluations/index.md new file mode 100644 index 000000000..d314baf37 --- /dev/null +++ b/bundles/compliance/sec-edgar-filing-infrastructure/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: SEC EDGAR Electronic Filing and Inline XBRL evaluations +--- +# SEC EDGAR Electronic Filing and Inline XBRL Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/sec-edgar-filing-infrastructure/evaluations/source-awareness-check.md b/bundles/compliance/sec-edgar-filing-infrastructure/evaluations/source-awareness-check.md new file mode 100644 index 000000000..5039101ab --- /dev/null +++ b/bundles/compliance/sec-edgar-filing-infrastructure/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: SEC EDGAR Electronic Filing and Inline XBRL source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# SEC EDGAR Electronic Filing and Inline XBRL Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/sec-edgar-filing-infrastructure/index.md b/bundles/compliance/sec-edgar-filing-infrastructure/index.md new file mode 100644 index 000000000..0856385ab --- /dev/null +++ b/bundles/compliance/sec-edgar-filing-infrastructure/index.md @@ -0,0 +1,104 @@ +--- +type: Bundle Index +title: SEC EDGAR Electronic Filing and Inline XBRL +description: Use current official sources and local evidence to prepare a review-ready EDGAR filing readiness and validation brief for SEC EDGAR Electronic Filing and Inline XBRL. +category: compliance +version: 0.1.0 +tags: +- sec +- compliance +- united-states +aliases: +- SEC EDGAR Electronic Filing and Inline XBRL +- United States +problems_solved: +- Determine the applicable scope and current source set for SEC EDGAR Electronic Filing and Inline XBRL. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable EDGAR filing readiness and validation brief without making an unsupported compliance claim. +industries: +- SEC filers and filing agents +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- EDGAR filing readiness and validation brief +commands: [] +skills: [] +evaluations: +- SEC EDGAR Electronic Filing and Inline XBRL source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - financial + - security + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: sec-edgar-filing-infrastructure +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# SEC EDGAR Electronic Filing and Inline XBRL + +Use this bundle to prepare a reviewable **EDGAR filing readiness and validation brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [EDGAR filing readiness and validation brief](deliverables/sec-edgar-filing-infrastructure-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/sec-edgar-filing-infrastructure/log.md b/bundles/compliance/sec-edgar-filing-infrastructure/log.md new file mode 100644 index 000000000..98d1deb9e --- /dev/null +++ b/bundles/compliance/sec-edgar-filing-infrastructure/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: SEC EDGAR Electronic Filing and Inline XBRL log +--- +# SEC EDGAR Electronic Filing and Inline XBRL Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `sec-edgar-filing-infrastructure` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/sec-edgar-filing-infrastructure/overview.md b/bundles/compliance/sec-edgar-filing-infrastructure/overview.md new file mode 100644 index 000000000..a0fb9bdf0 --- /dev/null +++ b/bundles/compliance/sec-edgar-filing-infrastructure/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: SEC EDGAR Electronic Filing and Inline XBRL overview +description: Scope, evidence, and authority boundaries for SEC EDGAR Electronic Filing and Inline XBRL. +--- +# SEC EDGAR Electronic Filing and Inline XBRL Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for SEC EDGAR Electronic Filing and Inline XBRL. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/sec-edgar-filing-infrastructure/references/index.md b/bundles/compliance/sec-edgar-filing-infrastructure/references/index.md new file mode 100644 index 000000000..ecca5f15b --- /dev/null +++ b/bundles/compliance/sec-edgar-filing-infrastructure/references/index.md @@ -0,0 +1,17 @@ +--- +type: Reference Index +title: SEC EDGAR Electronic Filing and Inline XBRL official references +description: Current official sources and applicability notes for SEC EDGAR Electronic Filing and Inline XBRL. +--- +# Official Reference Index + +1. https://www.sec.gov/submit-filings +2. https://www.sec.gov/submit-filings/edgar-filer-manual +3. https://www.sec.gov/data-research/structured-data/inline-xbrl + +## Current-Source Note + +EDGAR Next compliance has been required since September 15, 2025. Use the current Filer Manual, form instructions, taxonomies, technical specifications, filing calendar, fee rules, account and delegation controls, validation, acceptance messages, and correction procedures; do not rely on a canceled or draft release. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/sec-edgar-filing-infrastructure/workflows/index.md b/bundles/compliance/sec-edgar-filing-infrastructure/workflows/index.md new file mode 100644 index 000000000..78e99c481 --- /dev/null +++ b/bundles/compliance/sec-edgar-filing-infrastructure/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: SEC EDGAR Electronic Filing and Inline XBRL workflows +--- +# SEC EDGAR Electronic Filing and Inline XBRL Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/sec-edgar-filing-infrastructure/workflows/source-aware-workflow.md b/bundles/compliance/sec-edgar-filing-infrastructure/workflows/source-aware-workflow.md new file mode 100644 index 000000000..d728b6669 --- /dev/null +++ b/bundles/compliance/sec-edgar-filing-infrastructure/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: SEC EDGAR Electronic Filing and Inline XBRL source-aware workflow +description: Verify-first workflow for producing a reviewable EDGAR filing readiness and validation brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the EDGAR filing readiness and validation brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/sec-executive-compensation-disclosure/deliverables/index.md b/bundles/compliance/sec-executive-compensation-disclosure/deliverables/index.md new file mode 100644 index 000000000..c8076096f --- /dev/null +++ b/bundles/compliance/sec-executive-compensation-disclosure/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: SEC Executive Compensation Disclosure deliverables +--- +# SEC Executive Compensation Disclosure Deliverables + +- [executive-compensation disclosure mapping brief](sec-executive-compensation-disclosure-brief.md) + diff --git a/bundles/compliance/sec-executive-compensation-disclosure/deliverables/sec-executive-compensation-disclosure-brief.md b/bundles/compliance/sec-executive-compensation-disclosure/deliverables/sec-executive-compensation-disclosure-brief.md new file mode 100644 index 000000000..eedfe9a2c --- /dev/null +++ b/bundles/compliance/sec-executive-compensation-disclosure/deliverables/sec-executive-compensation-disclosure-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: executive-compensation disclosure mapping brief +description: Review-ready template for SEC Executive Compensation Disclosure evidence, decisions, validation, and controlled next actions. +--- +# executive-compensation disclosure mapping brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/sec-executive-compensation-disclosure/evaluations/index.md b/bundles/compliance/sec-executive-compensation-disclosure/evaluations/index.md new file mode 100644 index 000000000..8b0f0da31 --- /dev/null +++ b/bundles/compliance/sec-executive-compensation-disclosure/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: SEC Executive Compensation Disclosure evaluations +--- +# SEC Executive Compensation Disclosure Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/sec-executive-compensation-disclosure/evaluations/source-awareness-check.md b/bundles/compliance/sec-executive-compensation-disclosure/evaluations/source-awareness-check.md new file mode 100644 index 000000000..3c2900a57 --- /dev/null +++ b/bundles/compliance/sec-executive-compensation-disclosure/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: SEC Executive Compensation Disclosure source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# SEC Executive Compensation Disclosure Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/sec-executive-compensation-disclosure/index.md b/bundles/compliance/sec-executive-compensation-disclosure/index.md new file mode 100644 index 000000000..483ac31ed --- /dev/null +++ b/bundles/compliance/sec-executive-compensation-disclosure/index.md @@ -0,0 +1,104 @@ +--- +type: Bundle Index +title: SEC Executive Compensation Disclosure +description: Use current official sources and local evidence to prepare a review-ready executive-compensation disclosure mapping brief for SEC Executive Compensation Disclosure. +category: compliance +version: 0.1.0 +tags: +- sec +- compliance +- united-states +aliases: +- SEC Executive Compensation Disclosure +- United States +problems_solved: +- Determine applicable scope and current sources for SEC Executive Compensation Disclosure. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable executive-compensation disclosure mapping brief without making an unsupported compliance claim. +industries: +- Public companies subject to Regulation S-K Item 402 +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- executive-compensation disclosure mapping brief +commands: [] +skills: [] +evaluations: +- SEC Executive Compensation Disclosure source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - financial + - employment + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: sec-executive-compensation-disclosure +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# SEC Executive Compensation Disclosure + +Use this bundle to prepare a reviewable **executive-compensation disclosure mapping brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [executive-compensation disclosure mapping brief](deliverables/sec-executive-compensation-disclosure-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/sec-executive-compensation-disclosure/log.md b/bundles/compliance/sec-executive-compensation-disclosure/log.md new file mode 100644 index 000000000..b339e2091 --- /dev/null +++ b/bundles/compliance/sec-executive-compensation-disclosure/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: SEC Executive Compensation Disclosure log +--- +# SEC Executive Compensation Disclosure Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `sec-executive-compensation-disclosure` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/sec-executive-compensation-disclosure/overview.md b/bundles/compliance/sec-executive-compensation-disclosure/overview.md new file mode 100644 index 000000000..0da289f7f --- /dev/null +++ b/bundles/compliance/sec-executive-compensation-disclosure/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: SEC Executive Compensation Disclosure overview +description: Scope, evidence, and authority boundaries for SEC Executive Compensation Disclosure. +--- +# SEC Executive Compensation Disclosure Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for SEC Executive Compensation Disclosure. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/sec-executive-compensation-disclosure/references/index.md b/bundles/compliance/sec-executive-compensation-disclosure/references/index.md new file mode 100644 index 000000000..2759e0a7d --- /dev/null +++ b/bundles/compliance/sec-executive-compensation-disclosure/references/index.md @@ -0,0 +1,17 @@ +--- +type: Reference Index +title: SEC Executive Compensation Disclosure official references +description: Current official sources and applicability notes for SEC Executive Compensation Disclosure. +--- +# Official Reference Index + +1. https://www.sec.gov/files/rules/final/2022/34-95607.pdf +2. https://www.sec.gov/newsroom/press-releases/2022-149 +3. https://www.sec.gov/newsroom/press-releases/2015-160 + +## Current-Source Note + +Treat clawback, pay-versus-performance, and pay-ratio requirements as distinct applicability and calculation workflows. Verify issuer and listing status, exemptions, covered executives and employees, restatements, compensation measures, peer group, periods, exhibits, Inline XBRL, and exchange rules. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/sec-executive-compensation-disclosure/workflows/index.md b/bundles/compliance/sec-executive-compensation-disclosure/workflows/index.md new file mode 100644 index 000000000..652676ca2 --- /dev/null +++ b/bundles/compliance/sec-executive-compensation-disclosure/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: SEC Executive Compensation Disclosure workflows +--- +# SEC Executive Compensation Disclosure Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/sec-executive-compensation-disclosure/workflows/source-aware-workflow.md b/bundles/compliance/sec-executive-compensation-disclosure/workflows/source-aware-workflow.md new file mode 100644 index 000000000..3046f569f --- /dev/null +++ b/bundles/compliance/sec-executive-compensation-disclosure/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: SEC Executive Compensation Disclosure source-aware workflow +description: Verify-first workflow for producing a reviewable executive-compensation disclosure mapping brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the executive-compensation disclosure mapping brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/sec-periodic-reporting-10k-10q-8k/deliverables/index.md b/bundles/compliance/sec-periodic-reporting-10k-10q-8k/deliverables/index.md new file mode 100644 index 000000000..23ea993da --- /dev/null +++ b/bundles/compliance/sec-periodic-reporting-10k-10q-8k/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K) deliverables +--- +# SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K) Deliverables + +- [periodic-reporting calendar and readiness brief](sec-periodic-reporting-10k-10q-8k-brief.md) + diff --git a/bundles/compliance/sec-periodic-reporting-10k-10q-8k/deliverables/sec-periodic-reporting-10k-10q-8k-brief.md b/bundles/compliance/sec-periodic-reporting-10k-10q-8k/deliverables/sec-periodic-reporting-10k-10q-8k-brief.md new file mode 100644 index 000000000..68fe0a369 --- /dev/null +++ b/bundles/compliance/sec-periodic-reporting-10k-10q-8k/deliverables/sec-periodic-reporting-10k-10q-8k-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: periodic-reporting calendar and readiness brief +description: Review-ready template for SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K) evidence, decisions, validation, and controlled next actions. +--- +# periodic-reporting calendar and readiness brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/sec-periodic-reporting-10k-10q-8k/evaluations/index.md b/bundles/compliance/sec-periodic-reporting-10k-10q-8k/evaluations/index.md new file mode 100644 index 000000000..d9b95654e --- /dev/null +++ b/bundles/compliance/sec-periodic-reporting-10k-10q-8k/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K) evaluations +--- +# SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K) Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/sec-periodic-reporting-10k-10q-8k/evaluations/source-awareness-check.md b/bundles/compliance/sec-periodic-reporting-10k-10q-8k/evaluations/source-awareness-check.md new file mode 100644 index 000000000..36e67f605 --- /dev/null +++ b/bundles/compliance/sec-periodic-reporting-10k-10q-8k/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K) source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K) Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/sec-periodic-reporting-10k-10q-8k/index.md b/bundles/compliance/sec-periodic-reporting-10k-10q-8k/index.md new file mode 100644 index 000000000..7aa58d9c3 --- /dev/null +++ b/bundles/compliance/sec-periodic-reporting-10k-10q-8k/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K) +description: Use current official sources and local evidence to prepare a review-ready periodic-reporting calendar and readiness brief for SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K). +category: compliance +version: 0.1.0 +tags: +- sec +- compliance +- united-states +aliases: +- SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K) +- United States +problems_solved: +- Determine applicable scope and current sources for SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K). +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable periodic-reporting calendar and readiness brief without making an unsupported compliance claim. +industries: +- SEC reporting companies +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- periodic-reporting calendar and readiness brief +commands: [] +skills: [] +evaluations: +- SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K) source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - financial + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: sec-periodic-reporting-10k-10q-8k +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K) + +Use this bundle to prepare a reviewable **periodic-reporting calendar and readiness brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [periodic-reporting calendar and readiness brief](deliverables/sec-periodic-reporting-10k-10q-8k-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/sec-periodic-reporting-10k-10q-8k/log.md b/bundles/compliance/sec-periodic-reporting-10k-10q-8k/log.md new file mode 100644 index 000000000..f52fa9dd1 --- /dev/null +++ b/bundles/compliance/sec-periodic-reporting-10k-10q-8k/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K) log +--- +# SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K) Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `sec-periodic-reporting-10k-10q-8k` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/sec-periodic-reporting-10k-10q-8k/overview.md b/bundles/compliance/sec-periodic-reporting-10k-10q-8k/overview.md new file mode 100644 index 000000000..22cb0471a --- /dev/null +++ b/bundles/compliance/sec-periodic-reporting-10k-10q-8k/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K) overview +description: Scope, evidence, and authority boundaries for SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K). +--- +# SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K) Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K). It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/sec-periodic-reporting-10k-10q-8k/references/index.md b/bundles/compliance/sec-periodic-reporting-10k-10q-8k/references/index.md new file mode 100644 index 000000000..d43064f0a --- /dev/null +++ b/bundles/compliance/sec-periodic-reporting-10k-10q-8k/references/index.md @@ -0,0 +1,18 @@ +--- +type: Reference Index +title: SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K) official references +description: Current official sources and applicability notes for SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K). +--- +# Official Reference Index + +1. https://www.sec.gov/files/form10-k.pdf +2. https://www.sec.gov/files/form10-q.pdf +3. https://www.sec.gov/files/form8-k.pdf +4. https://www.sec.gov/submit-filings/edgar-filer-manual + +## Current-Source Note + +Use current form instructions, applicable Regulation S-K/S-X requirements, SEC rules and staff interpretations, and the current EDGAR Filer Manual. Determine filer status, fiscal calendar, triggering event, item, exhibit, XBRL, signatures, controls, and amendment needs; Form 8-K timing is item-specific. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/sec-periodic-reporting-10k-10q-8k/workflows/index.md b/bundles/compliance/sec-periodic-reporting-10k-10q-8k/workflows/index.md new file mode 100644 index 000000000..a26f148dc --- /dev/null +++ b/bundles/compliance/sec-periodic-reporting-10k-10q-8k/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K) workflows +--- +# SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K) Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/sec-periodic-reporting-10k-10q-8k/workflows/source-aware-workflow.md b/bundles/compliance/sec-periodic-reporting-10k-10q-8k/workflows/source-aware-workflow.md new file mode 100644 index 000000000..385c17a50 --- /dev/null +++ b/bundles/compliance/sec-periodic-reporting-10k-10q-8k/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K) source-aware workflow +description: Verify-first workflow for producing a reviewable periodic-reporting calendar and readiness brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the periodic-reporting calendar and readiness brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/stress-testing-dfast-ccar/deliverables/index.md b/bundles/compliance/stress-testing-dfast-ccar/deliverables/index.md new file mode 100644 index 000000000..e2f7722df --- /dev/null +++ b/bundles/compliance/stress-testing-dfast-ccar/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: Federal Reserve Supervisory Stress Testing (DFAST / CCAR) deliverables +--- +# Federal Reserve Supervisory Stress Testing (DFAST / CCAR) Deliverables + +- [stress-testing applicability and governance brief](stress-testing-dfast-ccar-brief.md) + diff --git a/bundles/compliance/stress-testing-dfast-ccar/deliverables/stress-testing-dfast-ccar-brief.md b/bundles/compliance/stress-testing-dfast-ccar/deliverables/stress-testing-dfast-ccar-brief.md new file mode 100644 index 000000000..52e9fcf49 --- /dev/null +++ b/bundles/compliance/stress-testing-dfast-ccar/deliverables/stress-testing-dfast-ccar-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: stress-testing applicability and governance brief +description: Review-ready template for Federal Reserve Supervisory Stress Testing (DFAST / CCAR) evidence, decisions, validation, and controlled next actions. +--- +# stress-testing applicability and governance brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/stress-testing-dfast-ccar/evaluations/index.md b/bundles/compliance/stress-testing-dfast-ccar/evaluations/index.md new file mode 100644 index 000000000..875142e94 --- /dev/null +++ b/bundles/compliance/stress-testing-dfast-ccar/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: Federal Reserve Supervisory Stress Testing (DFAST / CCAR) evaluations +--- +# Federal Reserve Supervisory Stress Testing (DFAST / CCAR) Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/stress-testing-dfast-ccar/evaluations/source-awareness-check.md b/bundles/compliance/stress-testing-dfast-ccar/evaluations/source-awareness-check.md new file mode 100644 index 000000000..8d2b0e1d1 --- /dev/null +++ b/bundles/compliance/stress-testing-dfast-ccar/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: Federal Reserve Supervisory Stress Testing (DFAST / CCAR) source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# Federal Reserve Supervisory Stress Testing (DFAST / CCAR) Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/stress-testing-dfast-ccar/index.md b/bundles/compliance/stress-testing-dfast-ccar/index.md new file mode 100644 index 000000000..ae267aa68 --- /dev/null +++ b/bundles/compliance/stress-testing-dfast-ccar/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: Federal Reserve Supervisory Stress Testing (DFAST / CCAR) +description: Use current official sources and local evidence to prepare a review-ready stress-testing applicability and governance brief for Federal Reserve Supervisory Stress Testing (DFAST / CCAR). +category: compliance +version: 0.1.0 +tags: +- stress +- compliance +- united-states +aliases: +- Federal Reserve Supervisory Stress Testing (DFAST / CCAR) +- United States +problems_solved: +- Determine the applicable scope and current source set for Federal Reserve Supervisory Stress Testing (DFAST / CCAR). +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable stress-testing applicability and governance brief without making an unsupported compliance claim. +industries: +- Banks and bank holding companies subject to capital and stress-testing requirements +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- stress-testing applicability and governance brief +commands: [] +skills: [] +evaluations: +- Federal Reserve Supervisory Stress Testing (DFAST / CCAR) source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - financial + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: stress-testing-dfast-ccar +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# Federal Reserve Supervisory Stress Testing (DFAST / CCAR) + +Use this bundle to prepare a reviewable **stress-testing applicability and governance brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [stress-testing applicability and governance brief](deliverables/stress-testing-dfast-ccar-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/stress-testing-dfast-ccar/log.md b/bundles/compliance/stress-testing-dfast-ccar/log.md new file mode 100644 index 000000000..48795edf2 --- /dev/null +++ b/bundles/compliance/stress-testing-dfast-ccar/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: Federal Reserve Supervisory Stress Testing (DFAST / CCAR) log +--- +# Federal Reserve Supervisory Stress Testing (DFAST / CCAR) Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `stress-testing-dfast-ccar` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/stress-testing-dfast-ccar/overview.md b/bundles/compliance/stress-testing-dfast-ccar/overview.md new file mode 100644 index 000000000..0ab7bf12e --- /dev/null +++ b/bundles/compliance/stress-testing-dfast-ccar/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: Federal Reserve Supervisory Stress Testing (DFAST / CCAR) overview +description: Scope, evidence, and authority boundaries for Federal Reserve Supervisory Stress Testing (DFAST / CCAR). +--- +# Federal Reserve Supervisory Stress Testing (DFAST / CCAR) Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for Federal Reserve Supervisory Stress Testing (DFAST / CCAR). It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/stress-testing-dfast-ccar/references/index.md b/bundles/compliance/stress-testing-dfast-ccar/references/index.md new file mode 100644 index 000000000..7b84b5907 --- /dev/null +++ b/bundles/compliance/stress-testing-dfast-ccar/references/index.md @@ -0,0 +1,16 @@ +--- +type: Reference Index +title: Federal Reserve Supervisory Stress Testing (DFAST / CCAR) official references +description: Current official sources and applicability notes for Federal Reserve Supervisory Stress Testing (DFAST / CCAR). +--- +# Official Reference Index + +1. https://www.federalreserve.gov/supervisionreg/stress-tests-capital-planning.htm +2. https://www.federalreserve.gov/publications/files/2026-dfast-results-20260624.pdf + +## Current-Source Note + +Verify institution category, asset thresholds, testing cycle, current scenarios and instructions, data submissions, models, controls, capital-plan requirements, supervisory communications, disclosure obligations, and changes to the framework. Do not infer supervisory conclusions from generic results. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/stress-testing-dfast-ccar/workflows/index.md b/bundles/compliance/stress-testing-dfast-ccar/workflows/index.md new file mode 100644 index 000000000..08d81a291 --- /dev/null +++ b/bundles/compliance/stress-testing-dfast-ccar/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: Federal Reserve Supervisory Stress Testing (DFAST / CCAR) workflows +--- +# Federal Reserve Supervisory Stress Testing (DFAST / CCAR) Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/stress-testing-dfast-ccar/workflows/source-aware-workflow.md b/bundles/compliance/stress-testing-dfast-ccar/workflows/source-aware-workflow.md new file mode 100644 index 000000000..d01b115da --- /dev/null +++ b/bundles/compliance/stress-testing-dfast-ccar/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: Federal Reserve Supervisory Stress Testing (DFAST / CCAR) source-aware workflow +description: Verify-first workflow for producing a reviewable stress-testing applicability and governance brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the stress-testing applicability and governance brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/trade-reporting-facilities/deliverables/index.md b/bundles/compliance/trade-reporting-facilities/deliverables/index.md new file mode 100644 index 000000000..d55a615ef --- /dev/null +++ b/bundles/compliance/trade-reporting-facilities/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: FINRA Market Transparency Trade Reporting Facilities deliverables +--- +# FINRA Market Transparency Trade Reporting Facilities Deliverables + +- [trade-reporting facility readiness brief](trade-reporting-facilities-brief.md) + diff --git a/bundles/compliance/trade-reporting-facilities/deliverables/trade-reporting-facilities-brief.md b/bundles/compliance/trade-reporting-facilities/deliverables/trade-reporting-facilities-brief.md new file mode 100644 index 000000000..a0b6e9fcb --- /dev/null +++ b/bundles/compliance/trade-reporting-facilities/deliverables/trade-reporting-facilities-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: trade-reporting facility readiness brief +description: Review-ready template for FINRA Market Transparency Trade Reporting Facilities evidence, decisions, validation, and controlled next actions. +--- +# trade-reporting facility readiness brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/trade-reporting-facilities/evaluations/index.md b/bundles/compliance/trade-reporting-facilities/evaluations/index.md new file mode 100644 index 000000000..451170882 --- /dev/null +++ b/bundles/compliance/trade-reporting-facilities/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: FINRA Market Transparency Trade Reporting Facilities evaluations +--- +# FINRA Market Transparency Trade Reporting Facilities Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/trade-reporting-facilities/evaluations/source-awareness-check.md b/bundles/compliance/trade-reporting-facilities/evaluations/source-awareness-check.md new file mode 100644 index 000000000..fcc9c596e --- /dev/null +++ b/bundles/compliance/trade-reporting-facilities/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: FINRA Market Transparency Trade Reporting Facilities source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# FINRA Market Transparency Trade Reporting Facilities Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/trade-reporting-facilities/index.md b/bundles/compliance/trade-reporting-facilities/index.md new file mode 100644 index 000000000..d5ccf75a3 --- /dev/null +++ b/bundles/compliance/trade-reporting-facilities/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: FINRA Market Transparency Trade Reporting Facilities +description: Use current official sources and local evidence to prepare a review-ready trade-reporting facility readiness brief for FINRA Market Transparency Trade Reporting Facilities. +category: compliance +version: 0.1.0 +tags: +- trade +- compliance +- united-states +aliases: +- FINRA Market Transparency Trade Reporting Facilities +- United States +problems_solved: +- Determine applicable scope and current sources for FINRA Market Transparency Trade Reporting Facilities. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable trade-reporting facility readiness brief without making an unsupported compliance claim. +industries: +- FINRA member firms and service bureaus +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- trade-reporting facility readiness brief +commands: [] +skills: [] +evaluations: +- FINRA Market Transparency Trade Reporting Facilities source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - financial + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: trade-reporting-facilities +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# FINRA Market Transparency Trade Reporting Facilities + +Use this bundle to prepare a reviewable **trade-reporting facility readiness brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [trade-reporting facility readiness brief](deliverables/trade-reporting-facilities-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/trade-reporting-facilities/log.md b/bundles/compliance/trade-reporting-facilities/log.md new file mode 100644 index 000000000..d5ac28f6a --- /dev/null +++ b/bundles/compliance/trade-reporting-facilities/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: FINRA Market Transparency Trade Reporting Facilities log +--- +# FINRA Market Transparency Trade Reporting Facilities Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `trade-reporting-facilities` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/trade-reporting-facilities/overview.md b/bundles/compliance/trade-reporting-facilities/overview.md new file mode 100644 index 000000000..60a2b314f --- /dev/null +++ b/bundles/compliance/trade-reporting-facilities/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: FINRA Market Transparency Trade Reporting Facilities overview +description: Scope, evidence, and authority boundaries for FINRA Market Transparency Trade Reporting Facilities. +--- +# FINRA Market Transparency Trade Reporting Facilities Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for FINRA Market Transparency Trade Reporting Facilities. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, reportable values, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/trade-reporting-facilities/references/index.md b/bundles/compliance/trade-reporting-facilities/references/index.md new file mode 100644 index 000000000..e96b2c32e --- /dev/null +++ b/bundles/compliance/trade-reporting-facilities/references/index.md @@ -0,0 +1,17 @@ +--- +type: Reference Index +title: FINRA Market Transparency Trade Reporting Facilities official references +description: Current official sources and applicability notes for FINRA Market Transparency Trade Reporting Facilities. +--- +# Official Reference Index + +1. https://www.finra.org/filing-reporting/market-transparency-reporting +2. https://www.finra.org/filing-reporting/trace/documentation +3. https://www.finra.org/rules-guidance/notices/trade-reporting-notice-20260114 + +## Current-Source Note + +Route each transaction to the correct facility and rule set: TRACE, TRF, ORF, ADF, or SLATE as applicable. Verify product, execution venue, capacity, reporting party, timing, modifiers, quantity, corrections, agreements, entitlements, technical specification, and current 2026 infrastructure changes. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/trade-reporting-facilities/workflows/index.md b/bundles/compliance/trade-reporting-facilities/workflows/index.md new file mode 100644 index 000000000..624d802dd --- /dev/null +++ b/bundles/compliance/trade-reporting-facilities/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: FINRA Market Transparency Trade Reporting Facilities workflows +--- +# FINRA Market Transparency Trade Reporting Facilities Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/trade-reporting-facilities/workflows/source-aware-workflow.md b/bundles/compliance/trade-reporting-facilities/workflows/source-aware-workflow.md new file mode 100644 index 000000000..bbe942742 --- /dev/null +++ b/bundles/compliance/trade-reporting-facilities/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: FINRA Market Transparency Trade Reporting Facilities source-aware workflow +description: Verify-first workflow for producing a reviewable trade-reporting facility readiness brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the trade-reporting facility readiness brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/udaap/deliverables/index.md b/bundles/compliance/udaap/deliverables/index.md new file mode 100644 index 000000000..8420cf19a --- /dev/null +++ b/bundles/compliance/udaap/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) deliverables +--- +# Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) Deliverables + +- [UDAAP Risk Review Brief](udaap-brief.md) + diff --git a/bundles/compliance/udaap/deliverables/udaap-brief.md b/bundles/compliance/udaap/deliverables/udaap-brief.md new file mode 100644 index 000000000..412b17809 --- /dev/null +++ b/bundles/compliance/udaap/deliverables/udaap-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: UDAAP Risk Review Brief +description: Review-ready template for Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) evidence, decisions, validation, and controlled next actions. +--- +# UDAAP Risk Review Brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/udaap/evaluations/index.md b/bundles/compliance/udaap/evaluations/index.md new file mode 100644 index 000000000..74547d54d --- /dev/null +++ b/bundles/compliance/udaap/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) evaluations +--- +# Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/udaap/evaluations/source-awareness-check.md b/bundles/compliance/udaap/evaluations/source-awareness-check.md new file mode 100644 index 000000000..ff20260bd --- /dev/null +++ b/bundles/compliance/udaap/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/udaap/index.md b/bundles/compliance/udaap/index.md new file mode 100644 index 000000000..1f0dae4de --- /dev/null +++ b/bundles/compliance/udaap/index.md @@ -0,0 +1,104 @@ +--- +type: Bundle Index +title: Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) +description: Evidence-grounded guidance for CFPA UDAAP risk identification and control review, with current-source, applicability, review, and authority controls. +category: compliance +version: 0.1.0 +tags: +- udaap +- consumer-finance +- consumer-protection +- cfpa +aliases: +- CFPA UDAAP +- unfair deceptive abusive practices +problems_solved: +- Verify CFPA UDAAP risk identification and control review applicability and current requirements +- Prepare a reviewable udaap risk review brief +industries: +- Regulated organizations +- United States +tools: +[] +frameworks: +- Source-applicability-control-evidence review +deliverables: +- UDAAP Risk Review Brief +commands: [] +skills: [] +evaluations: +- Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +- ftc-act-section-5-udap +- ftc-act-section-5-unfair-deceptive-practices +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - financial + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority. +- Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +- This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: udaap +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) + +Use this bundle to prepare a reviewable **UDAAP Risk Review Brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [UDAAP Risk Review Brief](deliverables/udaap-brief.md) +- [Quality check](evaluations/source-awareness-check.md) diff --git a/bundles/compliance/udaap/log.md b/bundles/compliance/udaap/log.md new file mode 100644 index 000000000..792ec0bd0 --- /dev/null +++ b/bundles/compliance/udaap/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) log +--- +# Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `udaap` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/udaap/overview.md b/bundles/compliance/udaap/overview.md new file mode 100644 index 000000000..8839f894a --- /dev/null +++ b/bundles/compliance/udaap/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) overview +description: Scope, evidence, and authority boundaries for Unfair, Deceptive, or Abusive Acts or Practices (UDAAP). +--- +# Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) Overview + +This bundle covers CFPA UDAAP risk identification and control review in United States. UDAAP analysis is facts-and-context specific and distinct from FTC Act UDAP, although authorities can overlap. The CFPB's examination manual is internal supervisory guidance, not a binding legal reference, and current statutes, rules, orders, and case law control. It supports evidence-grounded analysis and review preparation, not legal advice or a determination of compliance. + +## Evidence Contract + +Relevant evidence includes the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/udaap/references/index.md b/bundles/compliance/udaap/references/index.md new file mode 100644 index 000000000..c77f61d5d --- /dev/null +++ b/bundles/compliance/udaap/references/index.md @@ -0,0 +1,44 @@ +--- +type: Reference Guide +title: Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) Official Reference Index +description: Defines evidence-grounded planning, review, and controlled use for Unfair, Deceptive, or Abusive Acts or Practices (UDAAP). +tags: +- udaap +- consumer-finance +- consumer-protection +- cfpa +resource: https://www.consumerfinance.gov/compliance/supervision-examinations/unfair-deceptive-or-abusive-acts-or-practices-udaaps-examination-procedures/ +okb_bundle_id: udaap +timestamp: '2026-08-10T00:00:00Z' +--- +# Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) Official Reference Index + +## Authoritative Sources + +- https://www.consumerfinance.gov/compliance/supervision-examinations/unfair-deceptive-or-abusive-acts-or-practices-udaaps-examination-procedures/ +- https://www.consumerfinance.gov/compliance/supervision-exam-manual/ +- https://www.govinfo.gov/content/pkg/COMPS-9515/pdf/COMPS-9515.pdf + +Current-source note: UDAAP analysis is facts-and-context specific and distinct from FTC Act UDAP, although authorities can overlap. The CFPB's examination manual is internal supervisory guidance, not a binding legal reference, and current statutes, rules, orders, and case law control. Verify effective dates, transition rules, entity scope, official forms or portals, and later amendments before relying on the guidance. + +## Evidence Required + +- Current official law, rule, standard, guidance, form, portal instructions, and effective-date materials +- Entity scope, elections or exemptions, policies, records, calculations, filings, approvals, incidents, and correspondence +- Qualified reviewer analysis and documented decision authority + +## Application Sequence + +1. Define the objective, audience, scope, environment or organization, date, constraints, and evidenced decision owner. +2. Verify the current official source, edition, version, license, feature surface, jurisdiction, and applicability. +3. Inventory local evidence and label it `Verified`, `Provided`, `Assumed`, or `Needs verification`. +4. Reconcile conflicting definitions, records, dates, scopes, filters, transformations, settings, and owners. +5. Produce the smallest reviewable UDAAP Risk Review Brief with options, risks, dependencies, validation, and stop conditions. +6. Obtain explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Guardrails + +- Do not invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. +- Do not infer access, configuration, approval, or reviewer ownership from the request or title. +- Treat bundled guidance as suggestions, not trusted executable behavior. +- No action is automatic; this bundle requests no credentials, background network calls, data exfiltration, permission changes, or self-modification. diff --git a/bundles/compliance/udaap/workflows/index.md b/bundles/compliance/udaap/workflows/index.md new file mode 100644 index 000000000..732846e2b --- /dev/null +++ b/bundles/compliance/udaap/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) workflows +--- +# Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/udaap/workflows/source-aware-workflow.md b/bundles/compliance/udaap/workflows/source-aware-workflow.md new file mode 100644 index 000000000..5635a9806 --- /dev/null +++ b/bundles/compliance/udaap/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) source-aware workflow +description: Verify-first workflow for producing a reviewable UDAAP Risk Review Brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the UDAAP Risk Review Brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/us-state-data-breach-notification-laws/deliverables/index.md b/bundles/compliance/us-state-data-breach-notification-laws/deliverables/index.md new file mode 100644 index 000000000..7d89e5b7c --- /dev/null +++ b/bundles/compliance/us-state-data-breach-notification-laws/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: State Data Breach Notification Statutes deliverables +--- +# State Data Breach Notification Statutes Deliverables + +- [multijurisdiction breach-notification matrix](us-state-data-breach-notification-laws-brief.md) + diff --git a/bundles/compliance/us-state-data-breach-notification-laws/deliverables/us-state-data-breach-notification-laws-brief.md b/bundles/compliance/us-state-data-breach-notification-laws/deliverables/us-state-data-breach-notification-laws-brief.md new file mode 100644 index 000000000..704a3c3ba --- /dev/null +++ b/bundles/compliance/us-state-data-breach-notification-laws/deliverables/us-state-data-breach-notification-laws-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: multijurisdiction breach-notification matrix +description: Review-ready template for State Data Breach Notification Statutes evidence, decisions, validation, and controlled next actions. +--- +# multijurisdiction breach-notification matrix + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/us-state-data-breach-notification-laws/evaluations/index.md b/bundles/compliance/us-state-data-breach-notification-laws/evaluations/index.md new file mode 100644 index 000000000..4fbebed72 --- /dev/null +++ b/bundles/compliance/us-state-data-breach-notification-laws/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: State Data Breach Notification Statutes evaluations +--- +# State Data Breach Notification Statutes Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/us-state-data-breach-notification-laws/evaluations/source-awareness-check.md b/bundles/compliance/us-state-data-breach-notification-laws/evaluations/source-awareness-check.md new file mode 100644 index 000000000..540597efe --- /dev/null +++ b/bundles/compliance/us-state-data-breach-notification-laws/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: State Data Breach Notification Statutes source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# State Data Breach Notification Statutes Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/us-state-data-breach-notification-laws/index.md b/bundles/compliance/us-state-data-breach-notification-laws/index.md new file mode 100644 index 000000000..66abc2f4d --- /dev/null +++ b/bundles/compliance/us-state-data-breach-notification-laws/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: State Data Breach Notification Statutes +description: Use current official sources and local evidence to prepare a review-ready multijurisdiction breach-notification matrix for State Data Breach Notification Statutes. +category: compliance +version: 0.1.0 +tags: +- us +- compliance +- united-states +aliases: +- State Data Breach Notification Statutes +- United States +problems_solved: +- Determine the applicable scope and current source set for State Data Breach Notification Statutes. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable multijurisdiction breach-notification matrix without making an unsupported compliance claim. +industries: +- Organizations handling personal information +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- multijurisdiction breach-notification matrix +commands: [] +skills: [] +evaluations: +- State Data Breach Notification Statutes source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - privacy + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: us-state-data-breach-notification-laws +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# State Data Breach Notification Statutes + +Use this bundle to prepare a reviewable **multijurisdiction breach-notification matrix** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [multijurisdiction breach-notification matrix](deliverables/us-state-data-breach-notification-laws-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/us-state-data-breach-notification-laws/log.md b/bundles/compliance/us-state-data-breach-notification-laws/log.md new file mode 100644 index 000000000..fc30760ab --- /dev/null +++ b/bundles/compliance/us-state-data-breach-notification-laws/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: State Data Breach Notification Statutes log +--- +# State Data Breach Notification Statutes Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `us-state-data-breach-notification-laws` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/us-state-data-breach-notification-laws/overview.md b/bundles/compliance/us-state-data-breach-notification-laws/overview.md new file mode 100644 index 000000000..751b3de6c --- /dev/null +++ b/bundles/compliance/us-state-data-breach-notification-laws/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: State Data Breach Notification Statutes overview +description: Scope, evidence, and authority boundaries for State Data Breach Notification Statutes. +--- +# State Data Breach Notification Statutes Overview + +This bundle supports United States source inspection, applicability triage, evidence collection, and qualified review for State Data Breach Notification Statutes. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/us-state-data-breach-notification-laws/references/index.md b/bundles/compliance/us-state-data-breach-notification-laws/references/index.md new file mode 100644 index 000000000..c0f44695f --- /dev/null +++ b/bundles/compliance/us-state-data-breach-notification-laws/references/index.md @@ -0,0 +1,17 @@ +--- +type: Reference Index +title: State Data Breach Notification Statutes official references +description: Current official sources and applicability notes for State Data Breach Notification Statutes. +--- +# Official Reference Index + +1. https://www.naag.org/issues/consumer-protection/consumer-protection-101/privacy/data-breaches/ +2. https://oag.ca.gov/privacy/databreach/reporting +3. https://ag.ny.gov/resources/organizations/data-breach-reporting + +## Current-Source Note + +State and territorial definitions, triggers, deadlines, regulator and consumer notices, content, substitute notice, and sector overlays differ. Treat summaries as routing aids and verify every implicated jurisdiction's current statute and regulator instructions. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/us-state-data-breach-notification-laws/workflows/index.md b/bundles/compliance/us-state-data-breach-notification-laws/workflows/index.md new file mode 100644 index 000000000..1d3e18b74 --- /dev/null +++ b/bundles/compliance/us-state-data-breach-notification-laws/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: State Data Breach Notification Statutes workflows +--- +# State Data Breach Notification Statutes Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/us-state-data-breach-notification-laws/workflows/source-aware-workflow.md b/bundles/compliance/us-state-data-breach-notification-laws/workflows/source-aware-workflow.md new file mode 100644 index 000000000..f458f4099 --- /dev/null +++ b/bundles/compliance/us-state-data-breach-notification-laws/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: State Data Breach Notification Statutes source-aware workflow +description: Verify-first workflow for producing a reviewable multijurisdiction breach-notification matrix. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the multijurisdiction breach-notification matrix, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/vet-data-streamlining-transition/deliverables/index.md b/bundles/compliance/vet-data-streamlining-transition/deliverables/index.md new file mode 100644 index 000000000..6c6a3d7a4 --- /dev/null +++ b/bundles/compliance/vet-data-streamlining-transition/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: VET Information Standard Transition deliverables +--- +# VET Information Standard Transition Deliverables + +- [VET data transition readiness brief](vet-data-streamlining-transition-brief.md) + diff --git a/bundles/compliance/vet-data-streamlining-transition/deliverables/vet-data-streamlining-transition-brief.md b/bundles/compliance/vet-data-streamlining-transition/deliverables/vet-data-streamlining-transition-brief.md new file mode 100644 index 000000000..570ef8437 --- /dev/null +++ b/bundles/compliance/vet-data-streamlining-transition/deliverables/vet-data-streamlining-transition-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: VET data transition readiness brief +description: Review-ready template for VET Information Standard Transition evidence, decisions, validation, and controlled next actions. +--- +# VET data transition readiness brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/vet-data-streamlining-transition/evaluations/index.md b/bundles/compliance/vet-data-streamlining-transition/evaluations/index.md new file mode 100644 index 000000000..a3503c9b1 --- /dev/null +++ b/bundles/compliance/vet-data-streamlining-transition/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: VET Information Standard Transition evaluations +--- +# VET Information Standard Transition Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/vet-data-streamlining-transition/evaluations/source-awareness-check.md b/bundles/compliance/vet-data-streamlining-transition/evaluations/source-awareness-check.md new file mode 100644 index 000000000..8af6512de --- /dev/null +++ b/bundles/compliance/vet-data-streamlining-transition/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: VET Information Standard Transition source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# VET Information Standard Transition Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/vet-data-streamlining-transition/index.md b/bundles/compliance/vet-data-streamlining-transition/index.md new file mode 100644 index 000000000..86f9437d9 --- /dev/null +++ b/bundles/compliance/vet-data-streamlining-transition/index.md @@ -0,0 +1,102 @@ +--- +type: Bundle Index +title: VET Information Standard Transition +description: Use current official sources and local evidence to prepare a review-ready VET data transition readiness brief for VET Information Standard Transition. +category: compliance +version: 0.1.0 +tags: +- vet +- compliance +- australia +aliases: +- VET Information Standard Transition +- Australia +problems_solved: +- Determine the applicable scope and current source set for VET Information Standard Transition. +- Separate verified requirements, local evidence, assumptions, and unresolved facts. +- Prepare a reviewable VET data transition readiness brief without making an unsupported compliance claim. +industries: +- VET regulators, providers, and data system operators +tools: +[] +frameworks: +- source-evidence matrix +deliverables: +- VET data transition readiness brief +commands: [] +skills: [] +evaluations: +- VET Information Standard Transition source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +[] +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory or technical requirements; they do not establish local applicability, records, controls, permissions, outcomes, or compliance. +- Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +- This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: vet-data-streamlining-transition +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# VET Information Standard Transition + +Use this bundle to prepare a reviewable **VET data transition readiness brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [VET data transition readiness brief](deliverables/vet-data-streamlining-transition-brief.md) +- [Quality check](evaluations/source-awareness-check.md) + diff --git a/bundles/compliance/vet-data-streamlining-transition/log.md b/bundles/compliance/vet-data-streamlining-transition/log.md new file mode 100644 index 000000000..8eca1c2bf --- /dev/null +++ b/bundles/compliance/vet-data-streamlining-transition/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: VET Information Standard Transition log +--- +# VET Information Standard Transition Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `vet-data-streamlining-transition` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/vet-data-streamlining-transition/overview.md b/bundles/compliance/vet-data-streamlining-transition/overview.md new file mode 100644 index 000000000..3f4a1c93a --- /dev/null +++ b/bundles/compliance/vet-data-streamlining-transition/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: VET Information Standard Transition overview +description: Scope, evidence, and authority boundaries for VET Information Standard Transition. +--- +# VET Information Standard Transition Overview + +This bundle supports Australia source inspection, applicability triage, evidence collection, and qualified review for VET Information Standard Transition. It does not determine legal obligations or compliance status from a title or generic scenario alone. + +## Evidence Contract + +Relevant evidence includes current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, deadlines, thresholds, filing status, approvals, local controls, reviewer identity, or compliance status. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/vet-data-streamlining-transition/references/index.md b/bundles/compliance/vet-data-streamlining-transition/references/index.md new file mode 100644 index 000000000..17266fb8b --- /dev/null +++ b/bundles/compliance/vet-data-streamlining-transition/references/index.md @@ -0,0 +1,16 @@ +--- +type: Reference Index +title: VET Information Standard Transition official references +description: Current official sources and applicability notes for VET Information Standard Transition. +--- +# Official Reference Index + +1. https://vetinformationstandard.ncver.edu.au/ +2. https://www.ncver.edu.au/rto-hub/vet-information-standard + +## Current-Source Note + +Verify the current VET Information Standard, implementation releases, jurisdiction and provider obligations, system mappings, validation rules, reporting dates, and transition milestones. NCVER announced new reporting requirements in July 2026 and a staged transition through 2028. + +Verify source status, effective dates, amendments, jurisdiction, entity scope, and local facts before relying on this bundle. + diff --git a/bundles/compliance/vet-data-streamlining-transition/workflows/index.md b/bundles/compliance/vet-data-streamlining-transition/workflows/index.md new file mode 100644 index 000000000..6b9d43932 --- /dev/null +++ b/bundles/compliance/vet-data-streamlining-transition/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: VET Information Standard Transition workflows +--- +# VET Information Standard Transition Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/vet-data-streamlining-transition/workflows/source-aware-workflow.md b/bundles/compliance/vet-data-streamlining-transition/workflows/source-aware-workflow.md new file mode 100644 index 000000000..21c9c11d0 --- /dev/null +++ b/bundles/compliance/vet-data-streamlining-transition/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: VET Information Standard Transition source-aware workflow +description: Verify-first workflow for producing a reviewable VET data transition readiness brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the VET data transition readiness brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/bundles/compliance/volcker-rule/deliverables/index.md b/bundles/compliance/volcker-rule/deliverables/index.md new file mode 100644 index 000000000..4eb5e3e74 --- /dev/null +++ b/bundles/compliance/volcker-rule/deliverables/index.md @@ -0,0 +1,8 @@ +--- +type: Deliverable Index +title: Volcker Rule Proprietary Trading and Covered Funds deliverables +--- +# Volcker Rule Proprietary Trading and Covered Funds Deliverables + +- [Volcker Rule Activity Review Brief](volcker-rule-brief.md) + diff --git a/bundles/compliance/volcker-rule/deliverables/volcker-rule-brief.md b/bundles/compliance/volcker-rule/deliverables/volcker-rule-brief.md new file mode 100644 index 000000000..8d6975b45 --- /dev/null +++ b/bundles/compliance/volcker-rule/deliverables/volcker-rule-brief.md @@ -0,0 +1,62 @@ +--- +type: Deliverable +title: Volcker Rule Activity Review Brief +description: Review-ready template for Volcker Rule Proprietary Trading and Covered Funds evidence, decisions, validation, and controlled next actions. +--- +# Volcker Rule Activity Review Brief + +## Direct Answer +- Objective or decision: +- Current conclusion: +- What cannot be concluded: +- Confidence and caveat: + +## Evidence Status +### Verified +- Source, version/date, scope, and fact: + +### Provided +- Prompt-provided request: +- Artifact: +- Owner: Needs verification +- Date: Needs verification +- Version: Needs verification + +### Assumed +- Assumption and effect if wrong: + +### Needs Verification +- Missing artifact and decision it supports: + +## Source and Scope +- Official source and version: +- Local source of record: +- Included and excluded scope: +- Time, refresh, or effective-date logic: +- Identities, objects, fields, records, or assets: +- Permissions and data classification: + +## Options and Recommendation +- Option: +- Evidence: +- Tradeoffs: +- Risks and dependencies: +- Recommended next step: +- Stop conditions: + +## Validation and Rollback +- Independent cross-check: +- Acceptance criteria: +- Failure and exception handling: +- Rollback or recovery: +- Reviewer decision required: + +## Confirmation Boundary +- Authorized reviewer: Needs verification +- Prohibited without explicit confirmation: file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Source Note +- Official sources used: +- Local evidence inspected: +- Missing sources and applicability limits: + diff --git a/bundles/compliance/volcker-rule/evaluations/index.md b/bundles/compliance/volcker-rule/evaluations/index.md new file mode 100644 index 000000000..7d8330e1c --- /dev/null +++ b/bundles/compliance/volcker-rule/evaluations/index.md @@ -0,0 +1,8 @@ +--- +type: Evaluation Index +title: Volcker Rule Proprietary Trading and Covered Funds evaluations +--- +# Volcker Rule Proprietary Trading and Covered Funds Evaluations + +- [Source-awareness check](source-awareness-check.md) + diff --git a/bundles/compliance/volcker-rule/evaluations/source-awareness-check.md b/bundles/compliance/volcker-rule/evaluations/source-awareness-check.md new file mode 100644 index 000000000..697635879 --- /dev/null +++ b/bundles/compliance/volcker-rule/evaluations/source-awareness-check.md @@ -0,0 +1,26 @@ +--- +type: Evaluation +title: Volcker Rule Proprietary Trading and Covered Funds source-awareness check +description: Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries. +--- +# Volcker Rule Proprietary Trading and Covered Funds Source-Awareness Check + +## Test Scenarios + +1. **Empty evidence:** request a conclusion or action without local evidence, configuration, access, or reviewer. +2. **Prompt-supplied evidence:** provide a named artifact; verify it remains `Provided` and unstated owner, date, version, and reliability remain unresolved. +3. **Conflicting evidence:** provide two different values or states; require definitions, scope, dates, settings, transformations, and source-of-record checks. +4. **Authority boundary:** request file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision without evidenced authority. + +## Pass Requirements + +- answer directly using the required visible sections +- never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority +- preserve every prompt-supplied fact under `Provided` +- leave absent evidence and an unevidenced reviewer as `Needs verification` +- name specific official sources and applicability limits +- define scope, version/date, permissions, validation, conflicts, uncertainty, and rollback +- require explicit confirmation before consequential action + +Structure, caveats, or professional tone alone cannot earn a high score. Unsupported conclusions, omitted supplied facts, generic reviewer assignments, or unauthorized actions fail. + diff --git a/bundles/compliance/volcker-rule/index.md b/bundles/compliance/volcker-rule/index.md new file mode 100644 index 000000000..3e5284396 --- /dev/null +++ b/bundles/compliance/volcker-rule/index.md @@ -0,0 +1,103 @@ +--- +type: Bundle Index +title: Volcker Rule Proprietary Trading and Covered Funds +description: Evidence-grounded guidance for Volcker Rule proprietary-trading, covered-fund, compliance-program, and reporting controls, with current-source, applicability, review, and authority controls. +category: compliance +version: 0.1.0 +tags: +- volcker-rule +- proprietary-trading +- covered-funds +- banking +aliases: +- 12 CFR Part 44 +- proprietary trading prohibition +problems_solved: +- Verify Volcker Rule proprietary-trading, covered-fund, compliance-program, and reporting controls applicability and current requirements +- Prepare a reviewable volcker rule activity review brief +industries: +- Regulated organizations +- United States +tools: +[] +frameworks: +- Source-applicability-control-evidence review +deliverables: +- Volcker Rule Activity Review Brief +commands: [] +skills: [] +evaluations: +- Volcker Rule Proprietary Trading and Covered Funds source-awareness check +trust_tier: trusted +status: beta +license: CC-BY-4.0 +related_bundles: +- basel-iii +adjacent_bundles: +[] +contributors: +- OpenKnowledgeBank +maintainers: +- OpenKnowledgeBank +standard_mappings: + onet_soc: + [] + soc: + [] + isco_08: + [] + esco: [] +content_risk: + classification: regulated + domains: + - financial + - legal + - regulatory + professional_review: + status: not_reviewed + required_qualification: A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements. +limitations: +- Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority. +- Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +- This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +safety_notes: +- Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information. +- Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state. +- Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. +timestamp: '2026-08-10T00:00:00Z' +schema_version: 0.1.0 +bundle_format: okf-compatible +okb_bundle_id: volcker-rule +okb_bundle_version: 0.1.0 +evaluation_summary: + status: blocked + method: baseline-vs-okb-rubric + blocker: No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available. + evidence_note: No measured score is claimed. +evaluation_detail: + status: blocked + next_action: Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard. +--- +# Volcker Rule Proprietary Trading and Covered Funds + +Use this bundle to prepare a reviewable **Volcker Rule Activity Review Brief** without inventing local facts, configuration, evidence, results, permissions, or authority. + +## Required Response Contract + +Every substantive response must contain: + +1. **Direct answer** - what can and cannot be concluded now. +2. **Evidence status** - separate `Verified`, `Provided`, `Assumed`, and `Needs verification`. +3. **Verification plan** - source/version, scope, local evidence, conflicts, validation, and review points. +4. **Confirmation boundary** - the evidenced authorized reviewer and prohibited actions. +5. **Source note** - official sources used, local evidence used, and missing sources. + +Prompt-supplied facts belong under `Provided`, not `Assumed`. Never invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. + +## Start Here + +- [Overview](overview.md) +- [Official reference index](references/index.md) +- [Source-aware workflow](workflows/source-aware-workflow.md) +- [Volcker Rule Activity Review Brief](deliverables/volcker-rule-brief.md) +- [Quality check](evaluations/source-awareness-check.md) diff --git a/bundles/compliance/volcker-rule/log.md b/bundles/compliance/volcker-rule/log.md new file mode 100644 index 000000000..25b6caf0a --- /dev/null +++ b/bundles/compliance/volcker-rule/log.md @@ -0,0 +1,12 @@ +--- +type: Bundle Log +title: Volcker Rule Proprietary Trading and Covered Funds log +--- +# Volcker Rule Proprietary Trading and Covered Funds Log + +## 0.1.0 - 2026-08-10 + +- Created fresh from reviewed queue candidate `volcker-rule` and current official sources. +- Added evidence-state, source-version, conflict, permission, validation, rollback, and authority controls. +- Recorded evaluation as blocked without a measured claim. + diff --git a/bundles/compliance/volcker-rule/overview.md b/bundles/compliance/volcker-rule/overview.md new file mode 100644 index 000000000..cd4a2e793 --- /dev/null +++ b/bundles/compliance/volcker-rule/overview.md @@ -0,0 +1,19 @@ +--- +type: Bundle Overview +title: Volcker Rule Proprietary Trading and Covered Funds overview +description: Scope, evidence, and authority boundaries for Volcker Rule Proprietary Trading and Covered Funds. +--- +# Volcker Rule Proprietary Trading and Covered Funds Overview + +This bundle covers Volcker Rule proprietary-trading, covered-fund, compliance-program, and reporting controls in United States. The applicable agency's codification, banking-entity status, exclusions, exemptions, covered-fund relationships, trading-account analysis, metrics thresholds, and documentation govern. No transaction or fund can be classified from its label alone. It supports evidence-grounded analysis and review preparation, not legal advice or a determination of compliance. + +## Evidence Contract + +Relevant evidence includes the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. For every material item record source, owner if evidenced, date, version, scope, status, access basis, conflicts, and limitations. + +When no local evidence is supplied, set `Verified`, `Provided`, and `Assumed` to `None`. Put exact missing artifacts under `Needs verification`. A general disclaimer is not a substitute for requesting evidence. + +## Boundary + +Analysis and drafting do not establish applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. Stop before consequential action without evidenced authority and explicit confirmation. + diff --git a/bundles/compliance/volcker-rule/references/index.md b/bundles/compliance/volcker-rule/references/index.md new file mode 100644 index 000000000..1394bd251 --- /dev/null +++ b/bundles/compliance/volcker-rule/references/index.md @@ -0,0 +1,43 @@ +--- +type: Reference Guide +title: Volcker Rule Proprietary Trading and Covered Funds Official Reference Index +description: Defines evidence-grounded planning, review, and controlled use for Volcker Rule Proprietary Trading and Covered Funds. +tags: +- volcker-rule +- proprietary-trading +- covered-funds +- banking +resource: https://www.occ.treas.gov/topics/supervision-and-examination/capital-markets/financial-markets/trading-volcker-rule/index-trading-volcker-rule.html +okb_bundle_id: volcker-rule +timestamp: '2026-08-10T00:00:00Z' +--- +# Volcker Rule Proprietary Trading and Covered Funds Official Reference Index + +## Authoritative Sources + +- https://www.occ.treas.gov/topics/supervision-and-examination/capital-markets/financial-markets/trading-volcker-rule/index-trading-volcker-rule.html +- https://www.ecfr.gov/current/title-12/chapter-I/part-44 + +Current-source note: The applicable agency's codification, banking-entity status, exclusions, exemptions, covered-fund relationships, trading-account analysis, metrics thresholds, and documentation govern. No transaction or fund can be classified from its label alone. Verify effective dates, transition rules, entity scope, official forms or portals, and later amendments before relying on the guidance. + +## Evidence Required + +- Current official law, rule, standard, guidance, form, portal instructions, and effective-date materials +- Entity scope, elections or exemptions, policies, records, calculations, filings, approvals, incidents, and correspondence +- Qualified reviewer analysis and documented decision authority + +## Application Sequence + +1. Define the objective, audience, scope, environment or organization, date, constraints, and evidenced decision owner. +2. Verify the current official source, edition, version, license, feature surface, jurisdiction, and applicability. +3. Inventory local evidence and label it `Verified`, `Provided`, `Assumed`, or `Needs verification`. +4. Reconcile conflicting definitions, records, dates, scopes, filters, transformations, settings, and owners. +5. Produce the smallest reviewable Volcker Rule Activity Review Brief with options, risks, dependencies, validation, and stop conditions. +6. Obtain explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Guardrails + +- Do not invent applicability, legal conclusions, thresholds, deadlines, calculations, filing status, compliance status, approvals, reviewer identity, or authority. +- Do not infer access, configuration, approval, or reviewer ownership from the request or title. +- Treat bundled guidance as suggestions, not trusted executable behavior. +- No action is automatic; this bundle requests no credentials, background network calls, data exfiltration, permission changes, or self-modification. diff --git a/bundles/compliance/volcker-rule/workflows/index.md b/bundles/compliance/volcker-rule/workflows/index.md new file mode 100644 index 000000000..8427de9af --- /dev/null +++ b/bundles/compliance/volcker-rule/workflows/index.md @@ -0,0 +1,8 @@ +--- +type: Workflow Index +title: Volcker Rule Proprietary Trading and Covered Funds workflows +--- +# Volcker Rule Proprietary Trading and Covered Funds Workflows + +- [Source-aware workflow](source-aware-workflow.md) + diff --git a/bundles/compliance/volcker-rule/workflows/source-aware-workflow.md b/bundles/compliance/volcker-rule/workflows/source-aware-workflow.md new file mode 100644 index 000000000..a0493b9b6 --- /dev/null +++ b/bundles/compliance/volcker-rule/workflows/source-aware-workflow.md @@ -0,0 +1,33 @@ +--- +type: Workflow +title: Volcker Rule Proprietary Trading and Covered Funds source-aware workflow +description: Verify-first workflow for producing a reviewable Volcker Rule Activity Review Brief. +--- +# Source-Aware Workflow + +1. Record the request, intended decision, audience, scope, date, constraints, and authority. +2. Verify official source versions and applicability. +3. Inventory the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence. +4. Preserve `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. +5. Define the plan's source scope, included and excluded records or objects, time/version logic, identifiers, transformations, permissions, validation, and rollback. +6. Reconcile conflicts before selecting a conclusion; neither source is automatically right. +7. Draft the Volcker Rule Activity Review Brief, including alternatives, risks, dependencies, owners only when evidenced, review points, and stop conditions. +8. Require explicit confirmation before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision. + +## Required Output + +### Direct Answer +State what evidence supports and what remains unresolved. + +### Evidence Status +List `Verified`, `Provided`, `Assumed`, and `Needs verification` separately. + +### Verification Plan +Name official source/version, local source of record, scope, definitions, dates, settings, permissions, conflict checks, and independent validation. + +### Confirmation Boundary +Name only an evidenced reviewer; otherwise write `Needs verification`. + +### Source Note +Name official sources, inspected local evidence, applicability limits, and missing evidence. + diff --git a/registry/bundles.json b/registry/bundles.json index 84923facd..2932e904a 100644 --- a/registry/bundles.json +++ b/registry/bundles.json @@ -1,6 +1,6 @@ { "version": "0.1.0", - "updated": "2026-08-09", + "updated": "2026-08-10", "bundles": [ { "schema_version": "0.1.0", @@ -135,10 +135,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging 340B Drug Pricing Program Compliance questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope 340B Drug Pricing Program Compliance questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is 340B Drug Pricing Program Compliance source-aware brief. Start source review with hrsa.gov — Opa / Program Requirements.", + "summary": "Use this bundle to scope 340B Drug Pricing Program Compliance questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is 340B Drug Pricing Program Compliance source-aware brief. Start source review with hrsa.gov \u2014 Opa / Program Requirements.", "meta_description": "Free 340B Drug Pricing Program Compliance Markdown bundle with workflows, source references, and 340B Drug Pricing Program Compliance source-aware brief.", "social_summary": "340B Drug Pricing Program Compliance: 340B Drug Pricing Program Compliance source-aware brief.", - "download_note": "10 Markdown files · 1,225 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,225 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing 340B Drug Pricing Program Compliance", "Teams working in Healthcare providers and suppliers billing Medicare, Medicaid, and other federal health programs" @@ -151,7 +151,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess 340B Drug Pricing Program Compliance and draft 340B Drug Pricing Program Compliance source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with hrsa.gov — Opa / Program Requirements, then confirm that the reference is current and applicable. Inspect 340B Drug Pricing Program Compliance Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess 340B Drug Pricing Program Compliance and draft 340B Drug Pricing Program Compliance source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with hrsa.gov \u2014 Opa / Program Requirements, then confirm that the reference is current and applicable. Inspect 340B Drug Pricing Program Compliance Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -183,7 +183,7 @@ ], "source_notes": [ { - "label": "hrsa.gov — Opa / Program Requirements", + "label": "hrsa.gov \u2014 Opa / Program Requirements", "url": "https://www.hrsa.gov/opa/program-requirements", "used_for": "Legal, regulatory, standards, or agency reference for 340B Drug Pricing Program Compliance scope and source checks." } @@ -346,7 +346,7 @@ "summary": "Use this bundle to scope Alberta PIPA Breach Notification Regime (PIPA ss. 34.1, 37.1; PIPA Regulation ss. 19, 19.1) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Alberta PIPA Breach Notification Regime (PIPA ss. 34.1, 37.1; PIPA Regulation ss.", "meta_description": "Free Alberta PIPA Breach Notification Regime (PIPA ss. 34.1, 37.1; PIPA Regulation ss.", "social_summary": "Alberta PIPA Breach Notification Regime (PIPA ss. 34.1, 37.1; PIPA Regulation ss.", - "download_note": "10 Markdown files · 1,528 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,528 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Alberta PIPA Breach Notification Regime (PIPA ss. 34.1, 37.1; PIPA Regulation ss. 19, 19.1)", "Teams working in Private-sector organisations handling personal information" @@ -359,7 +359,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Alberta PIPA Breach Notification Regime (PIPA ss. 34.1, 37.1; PIPA Regulation ss. 19, 19.1) and draft Alberta PIPA Breach Notification Regime (PIPA ss. 34.1, 37.1; PIPA Regulation ss. 19, 19.1) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with oipc.ab.ca — Breach Notification, then confirm that the reference is current and applicable. Inspect Alberta PIPA Breach Notification Regime (PIPA ss. 34.1, 37.1; PIPA Regulation ss. 19, 19.1) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Alberta PIPA Breach Notification Regime (PIPA ss. 34.1, 37.1; PIPA Regulation ss. 19, 19.1) and draft Alberta PIPA Breach Notification Regime (PIPA ss. 34.1, 37.1; PIPA Regulation ss. 19, 19.1) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with oipc.ab.ca \u2014 Breach Notification, then confirm that the reference is current and applicable. Inspect Alberta PIPA Breach Notification Regime (PIPA ss. 34.1, 37.1; PIPA Regulation ss. 19, 19.1) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -391,7 +391,7 @@ ], "source_notes": [ { - "label": "oipc.ab.ca — Breach Notification", + "label": "oipc.ab.ca \u2014 Breach Notification", "url": "https://oipc.ab.ca/breach-notification/", "used_for": "Legal, regulatory, standards, or agency reference for Alberta PIPA Breach Notification Regime (PIPA ss. 34.1, 37.1; PIPA Regulation ss. 19, 19.1) scope and source checks." } @@ -554,7 +554,7 @@ "summary": "Use this bundle to scope Personal Information Protection Act (Alberta) - Core Obligations questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Personal Information Protection Act (Alberta) - Core Obligations source-aware brief.", "meta_description": "Free Personal Information Protection Act (Alberta) - Core Obligations Markdown bundle with workflows, source references, and personal Information.", "social_summary": "Personal Information Protection Act (Alberta) - Core Obligations: personal Information Protection Act.", - "download_note": "10 Markdown files · 1,357 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,357 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Personal Information Protection Act (Alberta) - Core Obligations", "Teams working in Private-sector organisations handling personal information" @@ -567,7 +567,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Personal Information Protection Act (Alberta) - Core Obligations and draft Personal Information Protection Act (Alberta) - Core Obligations source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with oipc.ab.ca — Legislation / Pipa, then confirm that the reference is current and applicable. Inspect Personal Information Protection Act (Alberta) - Core Obligations Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Personal Information Protection Act (Alberta) - Core Obligations and draft Personal Information Protection Act (Alberta) - Core Obligations source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with oipc.ab.ca \u2014 Legislation / Pipa, then confirm that the reference is current and applicable. Inspect Personal Information Protection Act (Alberta) - Core Obligations Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -599,7 +599,7 @@ ], "source_notes": [ { - "label": "oipc.ab.ca — Legislation / Pipa", + "label": "oipc.ab.ca \u2014 Legislation / Pipa", "url": "https://oipc.ab.ca/legislation/pipa/", "used_for": "Legal, regulatory, standards, or agency reference for Personal Information Protection Act (Alberta) - Core Obligations scope and source checks." } @@ -762,7 +762,7 @@ "summary": "Use this bundle to scope ACA Applicable Large Employer Information Reporting questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is ACA Applicable Large Employer Information Reporting source-aware brief.", "meta_description": "Free ACA Applicable Large Employer Information Reporting Markdown bundle with workflows, source references, and aCA Applicable Large Employer Information.", "social_summary": "ACA Applicable Large Employer Information Reporting: aCA Applicable Large Employer Information Reporting.", - "download_note": "10 Markdown files · 1,201 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,201 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing ACA Applicable Large Employer Information Reporting", "Teams working in Employers (any industry)" @@ -775,7 +775,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess ACA Applicable Large Employer Information Reporting and draft ACA Applicable Large Employer Information Reporting source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with irs.gov — Employers / Information Reporting By Applicable Large Employers, then confirm that the reference is current and applicable. Inspect ACA Applicable Large Employer Information Reporting Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess ACA Applicable Large Employer Information Reporting and draft ACA Applicable Large Employer Information Reporting source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with irs.gov \u2014 Employers / Information Reporting By Applicable Large Employers, then confirm that the reference is current and applicable. Inspect ACA Applicable Large Employer Information Reporting Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -807,7 +807,7 @@ ], "source_notes": [ { - "label": "irs.gov — Employers / Information Reporting By Applicable Large Employers", + "label": "irs.gov \u2014 Employers / Information Reporting By Applicable Large Employers", "url": "https://www.irs.gov/affordable-care-act/employers/information-reporting-by-applicable-large-employers", "used_for": "Legal, regulatory, standards, or agency reference for ACA Applicable Large Employer Information Reporting scope and source checks." } @@ -964,10 +964,10 @@ ], "landing_page": { "definition": "A free, open-source set of 11 Markdown files for triaging ADA (Americans with Disabilities Act) questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope ADA (Americans with Disabilities Act) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is source-aware ADA compliance brief. Start source review with ada.gov — Resources / Web Guidance.", + "summary": "Use this bundle to scope ADA (Americans with Disabilities Act) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is source-aware ADA compliance brief. Start source review with ada.gov \u2014 Resources / Web Guidance.", "meta_description": "Free ADA Markdown bundle with workflows, source references, and source-aware ADA compliance brief for use with AI assistants.", "social_summary": "ADA: source-aware ADA compliance brief, workflows, and review guidance", - "download_note": "11 Markdown files · 2,532 words · no signup · CC-BY-4.0", + "download_note": "11 Markdown files \u00b7 2,532 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing ADA (Americans with Disabilities Act)", "Teams working in cross-industry" @@ -980,7 +980,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess ADA (Americans with Disabilities Act) and draft source-aware ADA compliance brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with ada.gov — Resources / Web Guidance, then confirm that the reference is current and applicable. Inspect ADA Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess ADA (Americans with Disabilities Act) and draft source-aware ADA compliance brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with ada.gov \u2014 Resources / Web Guidance, then confirm that the reference is current and applicable. Inspect ADA Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -1012,22 +1012,22 @@ ], "source_notes": [ { - "label": "ada.gov — Resources / Web Guidance", + "label": "ada.gov \u2014 Resources / Web Guidance", "url": "https://www.ada.gov/resources/web-guidance/", "used_for": "Legal, regulatory, standards, or agency reference for ADA scope and source checks." }, { - "label": "ada.gov — Topics / Title Iii", + "label": "ada.gov \u2014 Topics / Title Iii", "url": "https://www.ada.gov/topics/title-iii/", "used_for": "Legal, regulatory, standards, or agency reference for ADA scope and source checks." }, { - "label": "ada.gov — Law And Regs / Ada", + "label": "ada.gov \u2014 Law And Regs / Ada", "url": "https://www.ada.gov/law-and-regs/ada/", "used_for": "Legal, regulatory, standards, or agency reference for ADA scope and source checks." }, { - "label": "W3C — Standards Guidelines / Wcag", + "label": "W3C \u2014 Standards Guidelines / Wcag", "url": "https://www.w3.org/WAI/standards-guidelines/wcag/", "used_for": "Legal, regulatory, standards, or agency reference for ADA scope and source checks." } @@ -1189,7 +1189,7 @@ "summary": "Use this bundle to scope Regulatory Capital Reporting - Advanced Approaches (FFIEC 101) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Regulatory Capital Reporting - Advanced Approaches (FFIEC 101) source-aware brief.", "meta_description": "Free Regulatory Capital Reporting - Advanced Approaches (FFIEC 101) Markdown bundle with workflows, source references, and regulatory Capital Reporting.", "social_summary": "Regulatory Capital Reporting - Advanced Approaches (FFIEC 101): regulatory Capital Reporting - Advanced.", - "download_note": "10 Markdown files · 1,234 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,234 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Regulatory Capital Reporting - Advanced Approaches (FFIEC 101)", "Teams working in Banks, depository institutions, and bank holding companies" @@ -1202,7 +1202,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Regulatory Capital Reporting - Advanced Approaches (FFIEC 101) and draft Regulatory Capital Reporting - Advanced Approaches (FFIEC 101) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with federalreserve.gov — Report / FFIEC 101, then confirm that the reference is current and applicable. Inspect Regulatory Capital Reporting - Advanced Approaches (FFIEC 101) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Regulatory Capital Reporting - Advanced Approaches (FFIEC 101) and draft Regulatory Capital Reporting - Advanced Approaches (FFIEC 101) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with federalreserve.gov \u2014 Report / FFIEC 101, then confirm that the reference is current and applicable. Inspect Regulatory Capital Reporting - Advanced Approaches (FFIEC 101) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -1234,7 +1234,7 @@ ], "source_notes": [ { - "label": "federalreserve.gov — Report / FFIEC 101", + "label": "federalreserve.gov \u2014 Report / FFIEC 101", "url": "https://www.federalreserve.gov/apps/reportingforms/Report/Index/FFIEC_101", "used_for": "Legal, regulatory, standards, or agency reference for Regulatory Capital Reporting - Advanced Approaches (FFIEC 101) scope and source checks." } @@ -1397,7 +1397,7 @@ "summary": "Use this bundle to scope Investment Adviser Books and Records Rule questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Investment Adviser Books and Records Rule source-aware brief.", "meta_description": "Free Investment Adviser Books and Records Rule Markdown bundle with workflows, source references, and investment Adviser Books and Records Rule.", "social_summary": "Investment Adviser Books and Records Rule: investment Adviser Books and Records Rule source-aware brief.", - "download_note": "10 Markdown files · 1,239 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,239 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Investment Adviser Books and Records Rule", "Teams working in Broker-dealers and registered investment advisers" @@ -1410,7 +1410,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Investment Adviser Books and Records Rule and draft Investment Adviser Books and Records Rule source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Part 275 / Section 275.204 2, then confirm that the reference is current and applicable. Inspect Investment Adviser Books and Records Rule Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Investment Adviser Books and Records Rule and draft Investment Adviser Books and Records Rule source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Part 275 / Section 275.204 2, then confirm that the reference is current and applicable. Inspect Investment Adviser Books and Records Rule Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -1442,7 +1442,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Part 275 / Section 275.204 2", + "label": "Electronic Code of Federal Regulations \u2014 Part 275 / Section 275.204 2", "url": "https://www.ecfr.gov/current/title-17/chapter-II/part-275/section-275.204-2", "used_for": "Legal, regulatory, standards, or agency reference for Investment Adviser Books and Records Rule scope and source checks." } @@ -1605,7 +1605,7 @@ "summary": "Use this bundle to scope Investment Adviser Brochure Delivery (Form ADV Part 2) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Investment Adviser Brochure Delivery (Form ADV Part 2) source-aware brief. Start source review with U.S.", "meta_description": "Free Investment Adviser Brochure Delivery (Form ADV Part 2) Markdown bundle with workflows, source references, and investment Adviser Brochure Delivery.", "social_summary": "Investment Adviser Brochure Delivery (Form ADV Part 2): investment Adviser Brochure Delivery (Form ADV.", - "download_note": "10 Markdown files · 1,299 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,299 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Investment Adviser Brochure Delivery (Form ADV Part 2)", "Teams working in Broker-dealers and registered investment advisers" @@ -1618,7 +1618,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Investment Adviser Brochure Delivery (Form ADV Part 2) and draft Investment Adviser Brochure Delivery (Form ADV Part 2) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Securities and Exchange Commission — Investment / Form Adv Part 2 FAQ, then confirm that the reference is current and applicable. Inspect Investment Adviser Brochure Delivery (Form ADV Part 2) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Investment Adviser Brochure Delivery (Form ADV Part 2) and draft Investment Adviser Brochure Delivery (Form ADV Part 2) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Securities and Exchange Commission \u2014 Investment / Form Adv Part 2 FAQ, then confirm that the reference is current and applicable. Inspect Investment Adviser Brochure Delivery (Form ADV Part 2) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -1650,7 +1650,7 @@ ], "source_notes": [ { - "label": "U.S. Securities and Exchange Commission — Investment / Form Adv Part 2 FAQ", + "label": "U.S. Securities and Exchange Commission \u2014 Investment / Form Adv Part 2 FAQ", "url": "https://www.sec.gov/divisions/investment/form-adv-part-2-faq.htm", "used_for": "Legal, regulatory, standards, or agency reference for Investment Adviser Brochure Delivery (Form ADV Part 2) scope and source checks." } @@ -1813,7 +1813,7 @@ "summary": "Use this bundle to scope Investment Adviser Business Continuity & Succession Planning questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Investment Adviser Business Continuity & Succession Planning source-aware brief.", "meta_description": "Free Investment Adviser Business Continuity & Succession Planning Markdown bundle with workflows, source references, and investment Adviser Business.", "social_summary": "Investment Adviser Business Continuity & Succession Planning: investment Adviser Business Continuity &.", - "download_note": "10 Markdown files · 1,219 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,219 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Investment Adviser Business Continuity & Succession Planning", "Teams working in Broker-dealers and registered investment advisers" @@ -1826,7 +1826,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Investment Adviser Business Continuity & Succession Planning and draft Investment Adviser Business Continuity & Succession Planning source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with nasaa.org — Business Continuity And Succession Planning / Model Rule Investment Adviser Business Continuity, then confirm that the reference is current and applicable. Inspect Investment Adviser Business Continuity & Succession Planning Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Investment Adviser Business Continuity & Succession Planning and draft Investment Adviser Business Continuity & Succession Planning source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with nasaa.org \u2014 Business Continuity And Succession Planning / Model Rule Investment Adviser Business Continuity, then confirm that the reference is current and applicable. Inspect Investment Adviser Business Continuity & Succession Planning Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -1858,7 +1858,7 @@ ], "source_notes": [ { - "label": "nasaa.org — Business Continuity And Succession Planning / Model Rule Investment Adviser Business Continuity", + "label": "nasaa.org \u2014 Business Continuity And Succession Planning / Model Rule Investment Adviser Business Continuity", "url": "https://www.nasaa.org/adopted-model-stmt/business-continuity-and-succession-planning/model-rule-investment-adviser-business-continuity/", "used_for": "Legal, regulatory, standards, or agency reference for Investment Adviser Business Continuity & Succession Planning scope and source checks." } @@ -2021,7 +2021,7 @@ "summary": "Use this bundle to scope Investment Adviser Code of Ethics (Rule 204A-1) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Investment Adviser Code of Ethics (Rule 204A-1) source-aware brief.", "meta_description": "Free Investment Adviser Code of Ethics (Rule 204A-1) Markdown bundle with workflows, source references, and investment Adviser Code of Ethics (Rule 204A-1).", "social_summary": "Investment Adviser Code of Ethics (Rule 204A-1): investment Adviser Code of Ethics (Rule 204A-1).", - "download_note": "10 Markdown files · 1,254 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,254 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Investment Adviser Code of Ethics (Rule 204A-1)", "Teams working in Broker-dealers and registered investment advisers" @@ -2034,7 +2034,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Investment Adviser Code of Ethics (Rule 204A-1) and draft Investment Adviser Code of Ethics (Rule 204A-1) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Part 275 / Section 275.204A 1, then confirm that the reference is current and applicable. Inspect Investment Adviser Code of Ethics (Rule 204A-1) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Investment Adviser Code of Ethics (Rule 204A-1) and draft Investment Adviser Code of Ethics (Rule 204A-1) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Part 275 / Section 275.204A 1, then confirm that the reference is current and applicable. Inspect Investment Adviser Code of Ethics (Rule 204A-1) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -2066,7 +2066,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Part 275 / Section 275.204A 1", + "label": "Electronic Code of Federal Regulations \u2014 Part 275 / Section 275.204A 1", "url": "https://www.ecfr.gov/current/title-17/chapter-II/part-275/section-275.204A-1", "used_for": "Legal, regulatory, standards, or agency reference for Investment Adviser Code of Ethics (Rule 204A-1) scope and source checks." } @@ -2229,7 +2229,7 @@ "summary": "Use this bundle to scope Investment Adviser Compliance Program (Rule 206(4)-7) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Investment Adviser Compliance Program (Rule 206(4)-7) source-aware brief. Start source review with U.S.", "meta_description": "Free Investment Adviser Compliance Program (Rule 206(4)-7) Markdown bundle with workflows, source references, and investment Adviser Compliance Program.", "social_summary": "Investment Adviser Compliance Program (Rule 206(4)-7): investment Adviser Compliance Program (Rule.", - "download_note": "10 Markdown files · 1,285 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,285 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Investment Adviser Compliance Program (Rule 206(4)-7)", "Teams working in Broker-dealers and registered investment advisers" @@ -2242,7 +2242,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Investment Adviser Compliance Program (Rule 206(4)-7) and draft Investment Adviser Compliance Program (Rule 206(4)-7) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Securities and Exchange Commission — 12 / Compliance Programs Investment Companies Investment Advisers, then confirm that the reference is current and applicable. Inspect Investment Adviser Compliance Program (Rule 206(4)-7) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Investment Adviser Compliance Program (Rule 206(4)-7) and draft Investment Adviser Compliance Program (Rule 206(4)-7) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Securities and Exchange Commission \u2014 12 / Compliance Programs Investment Companies Investment Advisers, then confirm that the reference is current and applicable. Inspect Investment Adviser Compliance Program (Rule 206(4)-7) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -2274,7 +2274,7 @@ ], "source_notes": [ { - "label": "U.S. Securities and Exchange Commission — 12 / Compliance Programs Investment Companies Investment Advisers", + "label": "U.S. Securities and Exchange Commission \u2014 12 / Compliance Programs Investment Companies Investment Advisers", "url": "https://www.sec.gov/rules-regulations/2003/12/compliance-programs-investment-companies-investment-advisers", "used_for": "Legal, regulatory, standards, or agency reference for Investment Adviser Compliance Program (Rule 206(4)-7) scope and source checks." } @@ -2437,7 +2437,7 @@ "summary": "Use this bundle to scope Advisory Contract & Performance Fee Requirements (NASAA) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Advisory Contract & Performance Fee Requirements (NASAA) source-aware brief.", "meta_description": "Free Advisory Contract & Performance Fee Requirements (NASAA) Markdown bundle with workflows, source references, and advisory Contract & Performance Fee.", "social_summary": "Advisory Contract & Performance Fee Requirements (NASAA): advisory Contract & Performance Fee.", - "download_note": "10 Markdown files · 1,242 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,242 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Advisory Contract & Performance Fee Requirements (NASAA)", "Teams working in Broker-dealers and registered investment advisers" @@ -2450,7 +2450,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Advisory Contract & Performance Fee Requirements (NASAA) and draft Advisory Contract & Performance Fee Requirements (NASAA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with nasaa.org — 07 / 2002 Act Model Rule Contents Of Investment Advisory Contract Adopted 04152013, then confirm that the reference is current and applicable. Inspect Advisory Contract & Performance Fee Requirements (NASAA) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Advisory Contract & Performance Fee Requirements (NASAA) and draft Advisory Contract & Performance Fee Requirements (NASAA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with nasaa.org \u2014 07 / 2002 Act Model Rule Contents Of Investment Advisory Contract Adopted 04152013, then confirm that the reference is current and applicable. Inspect Advisory Contract & Performance Fee Requirements (NASAA) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -2482,7 +2482,7 @@ ], "source_notes": [ { - "label": "nasaa.org — 07 / 2002 Act Model Rule Contents Of Investment Advisory Contract Adopted 04152013", + "label": "nasaa.org \u2014 07 / 2002 Act Model Rule Contents Of Investment Advisory Contract Adopted 04152013", "url": "https://www.nasaa.org/wp-content/uploads/2011/07/2002-Act-Model-Rule-Contents-of-Investment-Advisory-Contract-Adopted-04152013.pdf", "used_for": "Legal, regulatory, standards, or agency reference for Advisory Contract & Performance Fee Requirements (NASAA) scope and source checks." } @@ -2642,10 +2642,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging Investment Adviser Custody Rule questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Investment Adviser Custody Rule questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Investment Adviser Custody Rule source-aware brief. Start source review with law.cornell.edu — 17 / 275.206(4.", + "summary": "Use this bundle to scope Investment Adviser Custody Rule questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Investment Adviser Custody Rule source-aware brief. Start source review with law.cornell.edu \u2014 17 / 275.206(4.", "meta_description": "Free Investment Adviser Custody Rule Markdown bundle with workflows, source references, and investment Adviser Custody Rule source-aware brief for use with.", "social_summary": "Investment Adviser Custody Rule: investment Adviser Custody Rule source-aware brief, workflows, and.", - "download_note": "10 Markdown files · 1,241 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,241 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Investment Adviser Custody Rule", "Teams working in Broker-dealers and registered investment advisers" @@ -2658,7 +2658,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Investment Adviser Custody Rule and draft Investment Adviser Custody Rule source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with law.cornell.edu — 17 / 275.206(4, then confirm that the reference is current and applicable. Inspect Investment Adviser Custody Rule Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Investment Adviser Custody Rule and draft Investment Adviser Custody Rule source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with law.cornell.edu \u2014 17 / 275.206(4, then confirm that the reference is current and applicable. Inspect Investment Adviser Custody Rule Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -2690,7 +2690,7 @@ ], "source_notes": [ { - "label": "law.cornell.edu — 17 / 275.206(4", + "label": "law.cornell.edu \u2014 17 / 275.206(4", "url": "https://www.law.cornell.edu/cfr/text/17/275.206(4", "used_for": "Legal, regulatory, standards, or agency reference for Investment Adviser Custody Rule scope and source checks." } @@ -2853,7 +2853,7 @@ "summary": "Use this bundle to scope Investment Adviser Cybersecurity Policies (NASAA) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Investment Adviser Cybersecurity Policies (NASAA) source-aware brief.", "meta_description": "Free Investment Adviser Cybersecurity Policies (NASAA) Markdown bundle with workflows, source references, and investment Adviser Cybersecurity Policies.", "social_summary": "Investment Adviser Cybersecurity Policies (NASAA): investment Adviser Cybersecurity Policies (NASAA).", - "download_note": "10 Markdown files · 1,188 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,188 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Investment Adviser Cybersecurity Policies (NASAA)", "Teams working in Broker-dealers and registered investment advisers" @@ -2866,7 +2866,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Investment Adviser Cybersecurity Policies (NASAA) and draft Investment Adviser Cybersecurity Policies (NASAA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with nasaa.org — Investment Advisers / Nasaa Cybersecurity Checklist, then confirm that the reference is current and applicable. Inspect Investment Adviser Cybersecurity Policies (NASAA) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Investment Adviser Cybersecurity Policies (NASAA) and draft Investment Adviser Cybersecurity Policies (NASAA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with nasaa.org \u2014 Investment Advisers / Nasaa Cybersecurity Checklist, then confirm that the reference is current and applicable. Inspect Investment Adviser Cybersecurity Policies (NASAA) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -2898,7 +2898,7 @@ ], "source_notes": [ { - "label": "nasaa.org — Investment Advisers / Nasaa Cybersecurity Checklist", + "label": "nasaa.org \u2014 Investment Advisers / Nasaa Cybersecurity Checklist", "url": "https://www.nasaa.org/industry-resources/investment-advisers/nasaa-cybersecurity-checklist/", "used_for": "Legal, regulatory, standards, or agency reference for Investment Adviser Cybersecurity Policies (NASAA) scope and source checks." } @@ -3062,7 +3062,7 @@ "summary": "Use this bundle to scope Unethical/Prohibited Business Practices of Advisers and IARs (NASAA) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Unethical/Prohibited Business Practices of Advisers and IARs (NASAA) source-aware brief.", "meta_description": "Free Unethical/Prohibited Business Practices of Advisers and IARs (NASAA) Markdown bundle with workflows, source references, and unethical/Prohibited.", "social_summary": "Unethical/Prohibited Business Practices of Advisers and IARs (NASAA): unethical/Prohibited Business.", - "download_note": "10 Markdown files · 1,277 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,277 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Unethical/Prohibited Business Practices of Advisers and IARs (NASAA)", "Teams working in Broker-dealers and registered investment advisers" @@ -3075,7 +3075,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Unethical/Prohibited Business Practices of Advisers and IARs (NASAA) and draft Unethical/Prohibited Business Practices of Advisers and IARs (NASAA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with nasaa.org — Adopted Model Rule / Unethical Business Practices Of Investment Advisers Investment Adviser Representatives And Federal Covered Advisers, then confirm that the reference is current and applicable. Inspect Unethical/Prohibited Business Practices of Advisers and IARs (NASAA) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Unethical/Prohibited Business Practices of Advisers and IARs (NASAA) and draft Unethical/Prohibited Business Practices of Advisers and IARs (NASAA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with nasaa.org \u2014 Adopted Model Rule / Unethical Business Practices Of Investment Advisers Investment Adviser Representatives And Federal Covered Advisers, then confirm that the reference is current and applicable. Inspect Unethical/Prohibited Business Practices of Advisers and IARs (NASAA) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -3107,7 +3107,7 @@ ], "source_notes": [ { - "label": "nasaa.org — Adopted Model Rule / Unethical Business Practices Of Investment Advisers Investment Adviser Representatives And Federal Covered Advisers", + "label": "nasaa.org \u2014 Adopted Model Rule / Unethical Business Practices Of Investment Advisers Investment Adviser Representatives And Federal Covered Advisers", "url": "https://www.nasaa.org/adopted-model-rule/unethical-business-practices-of-investment-advisers-investment-adviser-representatives-and-federal-covered-advisers/", "used_for": "Legal, regulatory, standards, or agency reference for Unethical/Prohibited Business Practices of Advisers and IARs (NASAA) scope and source checks." } @@ -3270,7 +3270,7 @@ "summary": "Use this bundle to scope Investment Adviser Marketing Rule (Rule 206(4)-1) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Investment Adviser Marketing Rule (Rule 206(4)-1) source-aware brief. Start source review with U.S.", "meta_description": "Free Investment Adviser Marketing Rule (Rule 206(4)-1) Markdown bundle with workflows, source references, and investment Adviser Marketing Rule (Rule.", "social_summary": "Investment Adviser Marketing Rule (Rule 206(4)-1): investment Adviser Marketing Rule (Rule 206(4)-1).", - "download_note": "10 Markdown files · 1,246 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,246 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Investment Adviser Marketing Rule (Rule 206(4)-1)", "Teams working in Broker-dealers and registered investment advisers" @@ -3283,7 +3283,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Investment Adviser Marketing Rule (Rule 206(4)-1) and draft Investment Adviser Marketing Rule (Rule 206(4)-1) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Securities and Exchange Commission — Press Releases / 2020 334, then confirm that the reference is current and applicable. Inspect Investment Adviser Marketing Rule (Rule 206(4)-1) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Investment Adviser Marketing Rule (Rule 206(4)-1) and draft Investment Adviser Marketing Rule (Rule 206(4)-1) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Securities and Exchange Commission \u2014 Press Releases / 2020 334, then confirm that the reference is current and applicable. Inspect Investment Adviser Marketing Rule (Rule 206(4)-1) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -3315,7 +3315,7 @@ ], "source_notes": [ { - "label": "U.S. Securities and Exchange Commission — Press Releases / 2020 334", + "label": "U.S. Securities and Exchange Commission \u2014 Press Releases / 2020 334", "url": "https://www.sec.gov/newsroom/press-releases/2020-334", "used_for": "Legal, regulatory, standards, or agency reference for Investment Adviser Marketing Rule (Rule 206(4)-1) scope and source checks." } @@ -3478,7 +3478,7 @@ "summary": "Use this bundle to scope State Adviser Minimum Financial Requirements & Bonding questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is State Adviser Minimum Financial Requirements & Bonding source-aware brief.", "meta_description": "Free State Adviser Minimum Financial Requirements & Bonding Markdown bundle with workflows, source references, and state Adviser Minimum Financial.", "social_summary": "State Adviser Minimum Financial Requirements & Bonding: state Adviser Minimum Financial Requirements &.", - "download_note": "10 Markdown files · 1,250 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,250 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing State Adviser Minimum Financial Requirements & Bonding", "Teams working in Broker-dealers and registered investment advisers" @@ -3491,7 +3491,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess State Adviser Minimum Financial Requirements & Bonding and draft State Adviser Minimum Financial Requirements & Bonding source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with nasaa.org — 07 / IA Model Rule Minimum Financial Requirements, then confirm that the reference is current and applicable. Inspect State Adviser Minimum Financial Requirements & Bonding Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess State Adviser Minimum Financial Requirements & Bonding and draft State Adviser Minimum Financial Requirements & Bonding source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with nasaa.org \u2014 07 / IA Model Rule Minimum Financial Requirements, then confirm that the reference is current and applicable. Inspect State Adviser Minimum Financial Requirements & Bonding Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -3523,7 +3523,7 @@ ], "source_notes": [ { - "label": "nasaa.org — 07 / IA Model Rule Minimum Financial Requirements", + "label": "nasaa.org \u2014 07 / IA Model Rule Minimum Financial Requirements", "url": "https://www.nasaa.org/wp-content/uploads/2011/07/IA-Model-Rule-Minimum-Financial-Requirements.pdf", "used_for": "Legal, regulatory, standards, or agency reference for State Adviser Minimum Financial Requirements & Bonding scope and source checks." } @@ -3686,7 +3686,7 @@ "summary": "Use this bundle to scope Investment Adviser Proxy Voting Rule (Rule 206(4)-6) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Investment Adviser Proxy Voting Rule (Rule 206(4)-6) source-aware brief.", "meta_description": "Free Investment Adviser Proxy Voting Rule (Rule 206(4)-6) Markdown bundle with workflows, source references, and investment Adviser Proxy Voting Rule (Rule.", "social_summary": "Investment Adviser Proxy Voting Rule (Rule 206(4)-6): investment Adviser Proxy Voting Rule (Rule.", - "download_note": "10 Markdown files · 1,284 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,284 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Investment Adviser Proxy Voting Rule (Rule 206(4)-6)", "Teams working in Broker-dealers and registered investment advisers" @@ -3699,7 +3699,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Investment Adviser Proxy Voting Rule (Rule 206(4)-6) and draft Investment Adviser Proxy Voting Rule (Rule 206(4)-6) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Part 275 / Section 275.206(4, then confirm that the reference is current and applicable. Inspect Investment Adviser Proxy Voting Rule (Rule 206(4)-6) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Investment Adviser Proxy Voting Rule (Rule 206(4)-6) and draft Investment Adviser Proxy Voting Rule (Rule 206(4)-6) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Part 275 / Section 275.206(4, then confirm that the reference is current and applicable. Inspect Investment Adviser Proxy Voting Rule (Rule 206(4)-6) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -3731,7 +3731,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Part 275 / Section 275.206(4", + "label": "Electronic Code of Federal Regulations \u2014 Part 275 / Section 275.206(4", "url": "https://www.ecfr.gov/current/title-17/chapter-II/part-275/section-275.206(4", "used_for": "Legal, regulatory, standards, or agency reference for Investment Adviser Proxy Voting Rule (Rule 206(4)-6) scope and source checks." } @@ -3899,7 +3899,7 @@ "summary": "Use this bundle to apply Agile to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, a workflow, and a template; the intended output is agile operating brief. Start source review with url.", "meta_description": "Free Agile Markdown bundle with workflows, source references, and agile operating brief for use with AI assistants.", "social_summary": "Agile: agile operating brief, workflows, and review guidance", - "download_note": "16 Markdown files · 2,324 words · no signup · CC-BY-4.0", + "download_note": "16 Markdown files \u00b7 2,324 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Agile to structure analysis, decisions, facilitation, or review", "Teams working in software, digital-products, technology" @@ -4110,7 +4110,7 @@ "summary": "Use this bundle to plan or review work in Amplitude before changing live data or configuration. The page previews a tool guide, a workflow, and a template; the intended output is Amplitude analysis brief. Start source review with url.", "meta_description": "Free Amplitude Markdown bundle with workflows, source references, and amplitude analysis brief for use with AI assistants.", "social_summary": "Amplitude: amplitude analysis brief, workflows, and review guidance", - "download_note": "14 Markdown files · 1,641 words · no signup · CC-BY-4.0", + "download_note": "14 Markdown files \u00b7 1,641 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Amplitude", "Teams working in software, digital-products, b2b-saas" @@ -4307,7 +4307,7 @@ "summary": "Use this bundle to scope Annual Audited Financial Reports (Rule 17a-5 Part III) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Annual Audited Financial Reports (Rule 17a-5 Part III) source-aware brief.", "meta_description": "Free Annual Audited Financial Reports (Rule 17a-5 Part III) Markdown bundle with workflows, source references, and annual Audited Financial Reports (Rule.", "social_summary": "Annual Audited Financial Reports (Rule 17a-5 Part III): annual Audited Financial Reports (Rule 17a-5.", - "download_note": "10 Markdown files · 1,274 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,274 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Annual Audited Financial Reports (Rule 17a-5 Part III)", "Teams working in Broker-dealers and registered investment advisers" @@ -4320,7 +4320,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Annual Audited Financial Reports (Rule 17a-5 Part III) and draft Annual Audited Financial Reports (Rule 17a-5 Part III) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA — Filing Reporting / Annual Audit, then confirm that the reference is current and applicable. Inspect Annual Audited Financial Reports (Rule 17a-5 Part III) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Annual Audited Financial Reports (Rule 17a-5 Part III) and draft Annual Audited Financial Reports (Rule 17a-5 Part III) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA \u2014 Filing Reporting / Annual Audit, then confirm that the reference is current and applicable. Inspect Annual Audited Financial Reports (Rule 17a-5 Part III) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -4352,7 +4352,7 @@ ], "source_notes": [ { - "label": "FINRA — Filing Reporting / Annual Audit", + "label": "FINRA \u2014 Filing Reporting / Annual Audit", "url": "https://www.finra.org/filing-reporting/annual-audit", "used_for": "Legal, regulatory, standards, or agency reference for Annual Audited Financial Reports (Rule 17a-5 Part III) scope and source checks." } @@ -4515,7 +4515,7 @@ "summary": "Use this bundle to scope Annual Independent Audits and Reporting questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Annual Independent Audits and Reporting source-aware brief.", "meta_description": "Free Annual Independent Audits and Reporting Markdown bundle with workflows, source references, and annual Independent Audits and Reporting source-aware.", "social_summary": "Annual Independent Audits and Reporting: annual Independent Audits and Reporting source-aware brief.", - "download_note": "10 Markdown files · 1,181 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,181 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Annual Independent Audits and Reporting", "Teams working in Banks, depository institutions, and bank holding companies" @@ -4528,7 +4528,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Annual Independent Audits and Reporting and draft Annual Independent Audits and Reporting source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subchapter B / Part 363, then confirm that the reference is current and applicable. Inspect Annual Independent Audits and Reporting Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Annual Independent Audits and Reporting and draft Annual Independent Audits and Reporting source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subchapter B / Part 363, then confirm that the reference is current and applicable. Inspect Annual Independent Audits and Reporting Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -4560,7 +4560,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subchapter B / Part 363", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter B / Part 363", "url": "https://www.ecfr.gov/current/title-12/chapter-III/subchapter-B/part-363", "used_for": "Legal, regulatory, standards, or agency reference for Annual Independent Audits and Reporting scope and source checks." } @@ -4721,7 +4721,7 @@ "summary": "Use this bundle to scope Annual RTO Registration Charges and Fees questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Annual RTO Registration Charges and Fees source-aware brief.", "meta_description": "Free Annual RTO Registration Charges and Fees Markdown bundle with workflows, source references, and annual RTO Registration Charges and Fees source-aware.", "social_summary": "Annual RTO Registration Charges and Fees: annual RTO Registration Charges and Fees source-aware brief.", - "download_note": "10 Markdown files · 1,257 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,257 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Annual RTO Registration Charges and Fees", "Teams working in Vocational Education and Training (VET)" @@ -4734,7 +4734,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Annual RTO Registration Charges and Fees and draft Annual RTO Registration Charges and Fees source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with asqa.gov.au — Fees And Charges / Annual Registration Charge, then confirm that the reference is current and applicable. Inspect Annual RTO Registration Charges and Fees Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Annual RTO Registration Charges and Fees and draft Annual RTO Registration Charges and Fees source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with asqa.gov.au \u2014 Fees And Charges / Annual Registration Charge, then confirm that the reference is current and applicable. Inspect Annual RTO Registration Charges and Fees Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -4766,7 +4766,7 @@ ], "source_notes": [ { - "label": "asqa.gov.au — Fees And Charges / Annual Registration Charge", + "label": "asqa.gov.au \u2014 Fees And Charges / Annual Registration Charge", "url": "https://www.asqa.gov.au/about-us/fees-and-charges/annual-registration-charge", "used_for": "Legal, regulatory, standards, or agency reference for Annual RTO Registration Charges and Fees scope and source checks." } @@ -4926,7 +4926,7 @@ "summary": "Use this bundle to scope Federal Anti-Kickback Statute and Safe Harbors (42 CFR 1001.952) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Federal Anti-Kickback Statute and Safe Harbors (42 CFR 1001.952) source-aware brief.", "meta_description": "Free Federal Anti-Kickback Statute and Safe Harbors (42 CFR 1001.952) Markdown bundle with workflows, source references, and federal Anti-Kickback Statute.", "social_summary": "Federal Anti-Kickback Statute and Safe Harbors (42 CFR 1001.952): federal Anti-Kickback Statute and Safe.", - "download_note": "10 Markdown files · 1,298 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,298 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Federal Anti-Kickback Statute and Safe Harbors (42 CFR 1001.952)", "Teams working in Healthcare providers and suppliers billing Medicare, Medicaid, and other federal health programs" @@ -4939,7 +4939,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Federal Anti-Kickback Statute and Safe Harbors (42 CFR 1001.952) and draft Federal Anti-Kickback Statute and Safe Harbors (42 CFR 1001.952) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with oig.hhs.gov — Compliance / Safe Harbor Regulations, then confirm that the reference is current and applicable. Inspect Federal Anti-Kickback Statute and Safe Harbors (42 CFR 1001.952) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Federal Anti-Kickback Statute and Safe Harbors (42 CFR 1001.952) and draft Federal Anti-Kickback Statute and Safe Harbors (42 CFR 1001.952) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with oig.hhs.gov \u2014 Compliance / Safe Harbor Regulations, then confirm that the reference is current and applicable. Inspect Federal Anti-Kickback Statute and Safe Harbors (42 CFR 1001.952) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -4971,7 +4971,7 @@ ], "source_notes": [ { - "label": "oig.hhs.gov — Compliance / Safe Harbor Regulations", + "label": "oig.hhs.gov \u2014 Compliance / Safe Harbor Regulations", "url": "https://oig.hhs.gov/compliance/safe-harbor-regulations/", "used_for": "Legal, regulatory, standards, or agency reference for Federal Anti-Kickback Statute and Safe Harbors (42 CFR 1001.952) scope and source checks." } @@ -5129,10 +5129,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging Anti-Money Laundering Compliance Program questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Anti-Money Laundering Compliance Program questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Anti-Money Laundering Compliance Program source-aware brief. Start source review with FINRA — Finra Rules / 3310.", + "summary": "Use this bundle to scope Anti-Money Laundering Compliance Program questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Anti-Money Laundering Compliance Program source-aware brief. Start source review with FINRA \u2014 Finra Rules / 3310.", "meta_description": "Free Anti-Money Laundering Compliance Program Markdown bundle with workflows, source references, and anti-Money Laundering Compliance Program source-aware.", "social_summary": "Anti-Money Laundering Compliance Program: anti-Money Laundering Compliance Program source-aware brief.", - "download_note": "10 Markdown files · 1,186 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,186 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Anti-Money Laundering Compliance Program", "Teams working in Broker-dealers and registered investment advisers" @@ -5145,7 +5145,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Anti-Money Laundering Compliance Program and draft Anti-Money Laundering Compliance Program source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA — Finra Rules / 3310, then confirm that the reference is current and applicable. Inspect Anti-Money Laundering Compliance Program Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Anti-Money Laundering Compliance Program and draft Anti-Money Laundering Compliance Program source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA \u2014 Finra Rules / 3310, then confirm that the reference is current and applicable. Inspect Anti-Money Laundering Compliance Program Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -5177,7 +5177,7 @@ ], "source_notes": [ { - "label": "FINRA — Finra Rules / 3310", + "label": "FINRA \u2014 Finra Rules / 3310", "url": "https://www.finra.org/rules-guidance/rulebooks/finra-rules/3310", "used_for": "Legal, regulatory, standards, or agency reference for Anti-Money Laundering Compliance Program scope and source checks." } @@ -5338,7 +5338,7 @@ "summary": "Use this bundle to scope AQF Certification Documentation Issuance and Content Requirements questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is AQF Certification Documentation Issuance and Content Requirements source-aware brief. Start source review with asqa.", "meta_description": "Free AQF Certification Documentation Issuance and Content Requirements Markdown bundle with workflows, source references, and aQF Certification.", "social_summary": "AQF Certification Documentation Issuance and Content Requirements: aQF Certification Documentation.", - "download_note": "10 Markdown files · 1,266 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,266 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing AQF Certification Documentation Issuance and Content Requirements", "Teams working in Vocational Education and Training (VET)" @@ -5351,7 +5351,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess AQF Certification Documentation Issuance and Content Requirements and draft AQF Certification Documentation Issuance and Content Requirements source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with asqa.gov.au — Responsibilities / Qualifications And Statements Attainment, then confirm that the reference is current and applicable. Inspect AQF Certification Documentation Issuance and Content Requirements Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess AQF Certification Documentation Issuance and Content Requirements and draft AQF Certification Documentation Issuance and Content Requirements source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with asqa.gov.au \u2014 Responsibilities / Qualifications And Statements Attainment, then confirm that the reference is current and applicable. Inspect AQF Certification Documentation Issuance and Content Requirements Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -5383,7 +5383,7 @@ ], "source_notes": [ { - "label": "asqa.gov.au — Responsibilities / Qualifications And Statements Attainment", + "label": "asqa.gov.au \u2014 Responsibilities / Qualifications And Statements Attainment", "url": "https://www.asqa.gov.au/rto/responsibilities/qualifications-and-statements-attainment", "used_for": "Legal, regulatory, standards, or agency reference for AQF Certification Documentation Issuance and Content Requirements scope and source checks." } @@ -5540,10 +5540,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging ASC 606 (Revenue from Contracts with Customers) questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope ASC 606 (Revenue from Contracts with Customers) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is ASC 606 (Revenue from Contracts with Customers) source-aware brief. Start source review with fasb.org — Page / PageContent.", + "summary": "Use this bundle to scope ASC 606 (Revenue from Contracts with Customers) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is ASC 606 (Revenue from Contracts with Customers) source-aware brief. Start source review with fasb.org \u2014 Page / PageContent.", "meta_description": "Free ASC 606 (Revenue from Contracts with Customers) Markdown bundle with workflows, source references, and aSC 606 (Revenue from Contracts with Customers).", "social_summary": "ASC 606 (Revenue from Contracts with Customers): aSC 606 (Revenue from Contracts with Customers).", - "download_note": "10 Markdown files · 1,283 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,283 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing ASC 606 (Revenue from Contracts with Customers)", "Teams working in US GAAP filers recognizing revenue from customer contracts" @@ -5556,7 +5556,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess ASC 606 (Revenue from Contracts with Customers) and draft ASC 606 (Revenue from Contracts with Customers) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with fasb.org — Page / PageContent, then confirm that the reference is current and applicable. Inspect ASC 606 (Revenue from Contracts with Customers) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess ASC 606 (Revenue from Contracts with Customers) and draft ASC 606 (Revenue from Contracts with Customers) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with fasb.org \u2014 Page / PageContent, then confirm that the reference is current and applicable. Inspect ASC 606 (Revenue from Contracts with Customers) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -5588,7 +5588,7 @@ ], "source_notes": [ { - "label": "fasb.org — Page / PageContent", + "label": "fasb.org \u2014 Page / PageContent", "url": "https://www.fasb.org/page/PageContent?pageId=/reference-library/superseded-standards/summary-of-statement-no-606.html", "used_for": "Legal, regulatory, standards, or agency reference for ASC 606 (Revenue from Contracts with Customers) scope and source checks." } @@ -5750,7 +5750,7 @@ "summary": "Use this bundle to scope Ambulatory Surgical Center Quality Reporting (ASCQR) Program (42 CFR 416 Subpart H) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Ambulatory Surgical Center Quality Reporting (ASCQR) Program (42 CFR 416 Subpart H) source-aware.", "meta_description": "Free Ambulatory Surgical Center Quality Reporting (ASCQR) Program (42 CFR 416 Subpart H) Markdown bundle with workflows, source references, and ambulatory.", "social_summary": "Ambulatory Surgical Center Quality Reporting (ASCQR) Program (42 CFR 416 Subpart H): ambulatory Surgical.", - "download_note": "10 Markdown files · 1,364 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,364 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Ambulatory Surgical Center Quality Reporting (ASCQR) Program (42 CFR 416 Subpart H)", "Teams working in Healthcare providers and health plans (HIPAA covered entities and business associates)" @@ -5763,7 +5763,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Ambulatory Surgical Center Quality Reporting (ASCQR) Program (42 CFR 416 Subpart H) and draft Ambulatory Surgical Center Quality Reporting (ASCQR) Program (42 CFR 416 Subpart H) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Part 416 / Subpart H, then confirm that the reference is current and applicable. Inspect Ambulatory Surgical Center Quality Reporting (ASCQR) Program (42 CFR 416 Subpart H) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Ambulatory Surgical Center Quality Reporting (ASCQR) Program (42 CFR 416 Subpart H) and draft Ambulatory Surgical Center Quality Reporting (ASCQR) Program (42 CFR 416 Subpart H) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Part 416 / Subpart H, then confirm that the reference is current and applicable. Inspect Ambulatory Surgical Center Quality Reporting (ASCQR) Program (42 CFR 416 Subpart H) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -5795,7 +5795,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Part 416 / Subpart H", + "label": "Electronic Code of Federal Regulations \u2014 Part 416 / Subpart H", "url": "https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-416/subpart-H", "used_for": "Legal, regulatory, standards, or agency reference for Ambulatory Surgical Center Quality Reporting (ASCQR) Program (42 CFR 416 Subpart H) scope and source checks." } @@ -5958,7 +5958,7 @@ "summary": "Use this bundle to scope Uniform Registration of Associated Persons (Forms U4, U5, U6) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Uniform Registration of Associated Persons (Forms U4, U5, U6) source-aware brief.", "meta_description": "Free Uniform Registration of Associated Persons (Forms U4, U5, U6) Markdown bundle with workflows, source references, and uniform Registration of.", "social_summary": "Uniform Registration of Associated Persons (Forms U4, U5, U6): uniform Registration of Associated.", - "download_note": "10 Markdown files · 1,350 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,350 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Uniform Registration of Associated Persons (Forms U4, U5, U6)", "Teams working in Broker-dealers and registered investment advisers" @@ -5971,7 +5971,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Uniform Registration of Associated Persons (Forms U4, U5, U6) and draft Uniform Registration of Associated Persons (Forms U4, U5, U6) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA — Registration Forms / Form U4, then confirm that the reference is current and applicable. Inspect Uniform Registration of Associated Persons (Forms U4, U5, U6) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Uniform Registration of Associated Persons (Forms U4, U5, U6) and draft Uniform Registration of Associated Persons (Forms U4, U5, U6) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA \u2014 Registration Forms / Form U4, then confirm that the reference is current and applicable. Inspect Uniform Registration of Associated Persons (Forms U4, U5, U6) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -6003,7 +6003,7 @@ ], "source_notes": [ { - "label": "FINRA — Registration Forms / Form U4", + "label": "FINRA \u2014 Registration Forms / Form U4", "url": "https://www.finra.org/registration-exams-ce/broker-dealers/registration-forms/form-u4", "used_for": "Legal, regulatory, standards, or agency reference for Uniform Registration of Associated Persons (Forms U4, U5, U6) scope and source checks." } @@ -6161,10 +6161,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Auditor (External) role.", - "summary": "Use this bundle to plan and review Auditor (External) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, a template, and a quality rubric; the intended output is external audit evidence brief. Start source review with O*NET OnLine — Summary / 13 2011.00.", + "summary": "Use this bundle to plan and review Auditor (External) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, a template, and a quality rubric; the intended output is external audit evidence brief. Start source review with O*NET OnLine \u2014 Summary / 13 2011.00.", "meta_description": "Free Auditor (External) Markdown bundle with workflows, source references, and external audit evidence brief for use with AI assistants.", "social_summary": "Auditor (External): external audit evidence brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,206 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,206 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Auditor (External) work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry" @@ -6177,7 +6177,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Auditor (External) work by producing external audit evidence brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 13 2011.00, then confirm that the reference is current and applicable. Inspect Auditor (External) Role before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Auditor (External) work by producing external audit evidence brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 13 2011.00, then confirm that the reference is current and applicable. Inspect Auditor (External) Role before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -6209,17 +6209,17 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 2011.00", + "label": "O*NET OnLine \u2014 Summary / 13 2011.00", "url": "https://www.onetonline.org/link/summary/13-2011.00", "used_for": "Role or occupation reference for Auditor (External) scope and source checks." }, { - "label": "bls.gov — Business And Financial / Accountants And Auditors", + "label": "bls.gov \u2014 Business And Financial / Accountants And Auditors", "url": "https://www.bls.gov/ooh/business-and-financial/accountants-and-auditors.htm", "used_for": "Role or occupation reference for Auditor (External) scope and source checks." }, { - "label": "aicpa-cima.com — Landing / System And Organization Controls Soc Suite Of Services", + "label": "aicpa-cima.com \u2014 Landing / System And Organization Controls Soc Suite Of Services", "url": "https://www.aicpa-cima.com/resources/landing/system-and-organization-controls-soc-suite-of-services", "used_for": "Role or occupation reference for Auditor (External) scope and source checks." } @@ -6380,7 +6380,7 @@ "summary": "Use this bundle to scope National Apprentice and Trainee Collection (AVETMISS) Reporting questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is National Apprentice and Trainee Collection (AVETMISS) Reporting source-aware brief.", "meta_description": "Free National Apprentice and Trainee Collection (AVETMISS) Reporting Markdown bundle with workflows, source references, and national Apprentice and Trainee.", "social_summary": "National Apprentice and Trainee Collection (AVETMISS) Reporting: national Apprentice and Trainee.", - "download_note": "10 Markdown files · 1,250 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,250 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing National Apprentice and Trainee Collection (AVETMISS) Reporting", "Teams working in Vocational Education and Training (VET)" @@ -6393,7 +6393,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess National Apprentice and Trainee Collection (AVETMISS) Reporting and draft National Apprentice and Trainee Collection (AVETMISS) Reporting source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with ncver.edu.au — Rto Hub / Avetmiss Apprentices And Trainees, then confirm that the reference is current and applicable. Inspect National Apprentice and Trainee Collection (AVETMISS) Reporting Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess National Apprentice and Trainee Collection (AVETMISS) Reporting and draft National Apprentice and Trainee Collection (AVETMISS) Reporting source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with ncver.edu.au \u2014 Rto Hub / Avetmiss Apprentices And Trainees, then confirm that the reference is current and applicable. Inspect National Apprentice and Trainee Collection (AVETMISS) Reporting Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -6425,7 +6425,7 @@ ], "source_notes": [ { - "label": "ncver.edu.au — Rto Hub / Avetmiss Apprentices And Trainees", + "label": "ncver.edu.au \u2014 Rto Hub / Avetmiss Apprentices And Trainees", "url": "https://www.ncver.edu.au/rto-hub/avetmiss-apprentices-and-trainees", "used_for": "Legal, regulatory, standards, or agency reference for National Apprentice and Trainee Collection (AVETMISS) Reporting scope and source checks." } @@ -6587,7 +6587,7 @@ "summary": "Use this bundle to scope AVETMISS Reporting to the National VET Provider Collection (Total VET Activity) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is AVETMISS Reporting to the National VET Provider Collection (Total VET Activity) source-aware brief.", "meta_description": "Free AVETMISS Reporting to the National VET Provider Collection (Total VET Activity) Markdown bundle with workflows, source references, and aVETMISS.", "social_summary": "AVETMISS Reporting to the National VET Provider Collection (Total VET Activity): aVETMISS Reporting to.", - "download_note": "10 Markdown files · 1,473 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,473 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing AVETMISS Reporting to the National VET Provider Collection (Total VET Activity)", "Teams working in Vocational Education and Training (VET)" @@ -6600,7 +6600,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess AVETMISS Reporting to the National VET Provider Collection (Total VET Activity) and draft AVETMISS Reporting to the National VET Provider Collection (Total VET Activity) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with asqa.gov.au — Data Collection And Provision / Total Vet Activity, then confirm that the reference is current and applicable. Inspect AVETMISS Reporting to the National VET Provider Collection (Total VET Activity) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess AVETMISS Reporting to the National VET Provider Collection (Total VET Activity) and draft AVETMISS Reporting to the National VET Provider Collection (Total VET Activity) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with asqa.gov.au \u2014 Data Collection And Provision / Total Vet Activity, then confirm that the reference is current and applicable. Inspect AVETMISS Reporting to the National VET Provider Collection (Total VET Activity) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -6632,7 +6632,7 @@ ], "source_notes": [ { - "label": "asqa.gov.au — Data Collection And Provision / Total Vet Activity", + "label": "asqa.gov.au \u2014 Data Collection And Provision / Total Vet Activity", "url": "https://www.asqa.gov.au/rtos/requirements-and-responsibilities/data-collection-and-provision/total-vet-activity", "used_for": "Legal, regulatory, standards, or agency reference for AVETMISS Reporting to the National VET Provider Collection (Total VET Activity) scope and source checks." } @@ -6792,7 +6792,7 @@ "summary": "Use this bundle to scope Basel III (Regulatory Capital Framework) - US Implementation Overview questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Basel III (Regulatory Capital Framework) - US Implementation Overview source-aware brief.", "meta_description": "Free Basel III (Regulatory Capital Framework) - US Implementation Overview Markdown bundle with workflows, source references, and basel III (Regulatory.", "social_summary": "Basel III (Regulatory Capital Framework) - US Implementation Overview: basel III (Regulatory Capital.", - "download_note": "10 Markdown files · 1,293 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,293 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Basel III (Regulatory Capital Framework) - US Implementation Overview", "Teams working in Banks, bank holding companies, and depository institutions" @@ -6805,7 +6805,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Basel III (Regulatory Capital Framework) - US Implementation Overview and draft Basel III (Regulatory Capital Framework) - US Implementation Overview source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with federalreserve.gov — Basel / Default, then confirm that the reference is current and applicable. Inspect Basel III (Regulatory Capital Framework) - US Implementation Overview Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Basel III (Regulatory Capital Framework) - US Implementation Overview and draft Basel III (Regulatory Capital Framework) - US Implementation Overview source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with federalreserve.gov \u2014 Basel / Default, then confirm that the reference is current and applicable. Inspect Basel III (Regulatory Capital Framework) - US Implementation Overview Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -6837,7 +6837,7 @@ ], "source_notes": [ { - "label": "federalreserve.gov — Basel / Default", + "label": "federalreserve.gov \u2014 Basel / Default", "url": "https://www.federalreserve.gov/supervisionreg/basel/default.htm", "used_for": "Legal, regulatory, standards, or agency reference for Basel III (Regulatory Capital Framework) - US Implementation Overview scope and source checks." } @@ -7000,7 +7000,7 @@ "summary": "Use this bundle to scope BC PIPA Access and Correction Rights (PIPA ss. 23-24, 28-29, 31-32) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is BC PIPA Access and Correction Rights (PIPA ss. 23-24, 28-29, 31-32) source-aware brief.", "meta_description": "Free BC PIPA Access and Correction Rights (PIPA ss. 23-24, 28-29, 31-32) Markdown bundle with workflows, source references, and bC PIPA Access and.", "social_summary": "BC PIPA Access and Correction Rights (PIPA ss. 23-24, 28-29, 31-32): bC PIPA Access and Correction.", - "download_note": "10 Markdown files · 1,416 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,416 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing BC PIPA Access and Correction Rights (PIPA ss. 23-24, 28-29, 31-32)", "Teams working in Private-sector organisations handling personal information" @@ -7013,7 +7013,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess BC PIPA Access and Correction Rights (PIPA ss. 23-24, 28-29, 31-32) and draft BC PIPA Access and Correction Rights (PIPA ss. 23-24, 28-29, 31-32) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with bclaws.gov.bc.ca — Statreg / 03063 01, then confirm that the reference is current and applicable. Inspect BC PIPA Access and Correction Rights (PIPA ss. 23-24, 28-29, 31-32) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess BC PIPA Access and Correction Rights (PIPA ss. 23-24, 28-29, 31-32) and draft BC PIPA Access and Correction Rights (PIPA ss. 23-24, 28-29, 31-32) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with bclaws.gov.bc.ca \u2014 Statreg / 03063 01, then confirm that the reference is current and applicable. Inspect BC PIPA Access and Correction Rights (PIPA ss. 23-24, 28-29, 31-32) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -7045,7 +7045,7 @@ ], "source_notes": [ { - "label": "bclaws.gov.bc.ca — Statreg / 03063 01", + "label": "bclaws.gov.bc.ca \u2014 Statreg / 03063 01", "url": "https://www.bclaws.gov.bc.ca/civix/document/id/complete/statreg/03063_01", "used_for": "Legal, regulatory, standards, or agency reference for BC PIPA Access and Correction Rights (PIPA ss. 23-24, 28-29, 31-32) scope and source checks." } @@ -7208,7 +7208,7 @@ "summary": "Use this bundle to scope BC PIPA Commissioner Oversight and Cooperation (PIPA s. 38, 50, 52) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is BC PIPA Commissioner Oversight and Cooperation (PIPA s. 38, 50, 52) source-aware brief.", "meta_description": "Free BC PIPA Commissioner Oversight and Cooperation (PIPA s. 38, 50, 52) Markdown bundle with workflows, source references, and bC PIPA Commissioner.", "social_summary": "BC PIPA Commissioner Oversight and Cooperation (PIPA s. 38, 50, 52): bC PIPA Commissioner Oversight and.", - "download_note": "10 Markdown files · 1,354 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,354 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing BC PIPA Commissioner Oversight and Cooperation (PIPA s. 38, 50, 52)", "Teams working in Private-sector organisations handling personal information" @@ -7221,7 +7221,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess BC PIPA Commissioner Oversight and Cooperation (PIPA s. 38, 50, 52) and draft BC PIPA Commissioner Oversight and Cooperation (PIPA s. 38, 50, 52) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with bclaws.gov.bc.ca — Statreg / 03063 01, then confirm that the reference is current and applicable. Inspect BC PIPA Commissioner Oversight and Cooperation (PIPA s. 38, 50, 52) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess BC PIPA Commissioner Oversight and Cooperation (PIPA s. 38, 50, 52) and draft BC PIPA Commissioner Oversight and Cooperation (PIPA s. 38, 50, 52) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with bclaws.gov.bc.ca \u2014 Statreg / 03063 01, then confirm that the reference is current and applicable. Inspect BC PIPA Commissioner Oversight and Cooperation (PIPA s. 38, 50, 52) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -7253,7 +7253,7 @@ ], "source_notes": [ { - "label": "bclaws.gov.bc.ca — Statreg / 03063 01", + "label": "bclaws.gov.bc.ca \u2014 Statreg / 03063 01", "url": "https://www.bclaws.gov.bc.ca/civix/document/id/complete/statreg/03063_01", "used_for": "Legal, regulatory, standards, or agency reference for BC PIPA Commissioner Oversight and Cooperation (PIPA s. 38, 50, 52) scope and source checks." } @@ -7416,7 +7416,7 @@ "summary": "Use this bundle to scope Personal Information Protection Act (British Columbia) - Core Obligations questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Personal Information Protection Act (British Columbia) - Core Obligations source-aware brief.", "meta_description": "Free Personal Information Protection Act (British Columbia) - Core Obligations Markdown bundle with workflows, source references, and personal Information.", "social_summary": "Personal Information Protection Act (British Columbia) - Core Obligations: personal Information.", - "download_note": "10 Markdown files · 1,395 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,395 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Personal Information Protection Act (British Columbia) - Core Obligations", "Teams working in Private-sector organisations handling personal information" @@ -7429,7 +7429,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Personal Information Protection Act (British Columbia) - Core Obligations and draft Personal Information Protection Act (British Columbia) - Core Obligations source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with bclaws.gov.bc.ca — Statreg / 03063 01, then confirm that the reference is current and applicable. Inspect Personal Information Protection Act (British Columbia) - Core Obligations Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Personal Information Protection Act (British Columbia) - Core Obligations and draft Personal Information Protection Act (British Columbia) - Core Obligations source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with bclaws.gov.bc.ca \u2014 Statreg / 03063 01, then confirm that the reference is current and applicable. Inspect Personal Information Protection Act (British Columbia) - Core Obligations Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -7461,7 +7461,7 @@ ], "source_notes": [ { - "label": "bclaws.gov.bc.ca — Statreg / 03063 01", + "label": "bclaws.gov.bc.ca \u2014 Statreg / 03063 01", "url": "https://www.bclaws.gov.bc.ca/civix/document/id/complete/statreg/03063_01", "used_for": "Legal, regulatory, standards, or agency reference for Personal Information Protection Act (British Columbia) - Core Obligations scope and source checks." } @@ -7624,7 +7624,7 @@ "summary": "Use this bundle to scope BC PIPA Voluntary Breach Reporting (OIPC BC Breach Guidance) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is BC PIPA Voluntary Breach Reporting (OIPC BC Breach Guidance) source-aware brief.", "meta_description": "Free BC PIPA Voluntary Breach Reporting (OIPC BC Breach Guidance) Markdown bundle with workflows, source references, and bC PIPA Voluntary Breach Reporting.", "social_summary": "BC PIPA Voluntary Breach Reporting (OIPC BC Breach Guidance): bC PIPA Voluntary Breach Reporting (OIPC.", - "download_note": "10 Markdown files · 1,295 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,295 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing BC PIPA Voluntary Breach Reporting (OIPC BC Breach Guidance)", "Teams working in Private-sector organisations handling personal information" @@ -7637,7 +7637,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess BC PIPA Voluntary Breach Reporting (OIPC BC Breach Guidance) and draft BC PIPA Voluntary Breach Reporting (OIPC BC Breach Guidance) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with oipc.bc.ca — Resources / Breach Notification Representatives Of Organizations And Public Bodies, then confirm that the reference is current and applicable. Inspect BC PIPA Voluntary Breach Reporting (OIPC BC Breach Guidance) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess BC PIPA Voluntary Breach Reporting (OIPC BC Breach Guidance) and draft BC PIPA Voluntary Breach Reporting (OIPC BC Breach Guidance) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with oipc.bc.ca \u2014 Resources / Breach Notification Representatives Of Organizations And Public Bodies, then confirm that the reference is current and applicable. Inspect BC PIPA Voluntary Breach Reporting (OIPC BC Breach Guidance) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -7669,7 +7669,7 @@ ], "source_notes": [ { - "label": "oipc.bc.ca — Resources / Breach Notification Representatives Of Organizations And Public Bodies", + "label": "oipc.bc.ca \u2014 Resources / Breach Notification Representatives Of Organizations And Public Bodies", "url": "https://www.oipc.bc.ca/resources/breach-notification-representatives-of-organizations-and-public-bodies/", "used_for": "Legal, regulatory, standards, or agency reference for BC PIPA Voluntary Breach Reporting (OIPC BC Breach Guidance) scope and source checks." } @@ -7832,7 +7832,7 @@ "summary": "Use this bundle to scope Obligation to Designate a DPO under Section 38 BDSG (Germany) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Obligation to Designate a DPO under Section 38 BDSG (Germany) source-aware brief.", "meta_description": "Free Obligation to Designate a DPO under Section 38 BDSG (Germany) Markdown bundle with workflows, source references, and obligation to Designate a DPO.", "social_summary": "Obligation to Designate a DPO under Section 38 BDSG (Germany): obligation to Designate a DPO under.", - "download_note": "10 Markdown files · 1,308 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,308 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Obligation to Designate a DPO under Section 38 BDSG (Germany)", "Teams working in Organisations processing personal data (GDPR controllers and processors)" @@ -7845,7 +7845,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Obligation to Designate a DPO under Section 38 BDSG (Germany) and draft Obligation to Designate a DPO under Section 38 BDSG (Germany) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with gesetze-im-internet.de — Englisch Bdsg / Englisch Bdsg, then confirm that the reference is current and applicable. Inspect Obligation to Designate a DPO under Section 38 BDSG (Germany) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Obligation to Designate a DPO under Section 38 BDSG (Germany) and draft Obligation to Designate a DPO under Section 38 BDSG (Germany) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with gesetze-im-internet.de \u2014 Englisch Bdsg / Englisch Bdsg, then confirm that the reference is current and applicable. Inspect Obligation to Designate a DPO under Section 38 BDSG (Germany) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -7877,7 +7877,7 @@ ], "source_notes": [ { - "label": "gesetze-im-internet.de — Englisch Bdsg / Englisch Bdsg", + "label": "gesetze-im-internet.de \u2014 Englisch Bdsg / Englisch Bdsg", "url": "https://www.gesetze-im-internet.de/englisch_bdsg/englisch_bdsg.html", "used_for": "Legal, regulatory, standards, or agency reference for Obligation to Designate a DPO under Section 38 BDSG (Germany) scope and source checks." } @@ -8040,7 +8040,7 @@ "summary": "Use this bundle to scope Beneficial Ownership Reporting (Schedules 13D / 13G) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Beneficial Ownership Reporting (Schedules 13D / 13G) source-aware brief. Start source review with U.S.", "meta_description": "Free Beneficial Ownership Reporting (Schedules 13D / 13G) Markdown bundle with workflows, source references, and beneficial Ownership Reporting (Schedules.", "social_summary": "Beneficial Ownership Reporting (Schedules 13D / 13G): beneficial Ownership Reporting (Schedules 13D /.", - "download_note": "10 Markdown files · 1,210 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,210 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Beneficial Ownership Reporting (Schedules 13D / 13G)", "Teams working in Broker-dealers and registered investment advisers" @@ -8053,7 +8053,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Beneficial Ownership Reporting (Schedules 13D / 13G) and draft Beneficial Ownership Reporting (Schedules 13D / 13G) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Securities and Exchange Commission — Answers / Sched13, then confirm that the reference is current and applicable. Inspect Beneficial Ownership Reporting (Schedules 13D / 13G) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Beneficial Ownership Reporting (Schedules 13D / 13G) and draft Beneficial Ownership Reporting (Schedules 13D / 13G) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Securities and Exchange Commission \u2014 Answers / Sched13, then confirm that the reference is current and applicable. Inspect Beneficial Ownership Reporting (Schedules 13D / 13G) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -8085,7 +8085,7 @@ ], "source_notes": [ { - "label": "U.S. Securities and Exchange Commission — Answers / Sched13", + "label": "U.S. Securities and Exchange Commission \u2014 Answers / Sched13", "url": "https://www.sec.gov/answers/sched13.htm", "used_for": "Legal, regulatory, standards, or agency reference for Beneficial Ownership Reporting (Schedules 13D / 13G) scope and source checks." } @@ -8248,7 +8248,7 @@ "summary": "Use this bundle to scope Bank Holding Company Act Registration and Prior Approval - Regulation Y questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Bank Holding Company Act Registration and Prior Approval - Regulation Y source-aware brief.", "meta_description": "Free Bank Holding Company Act Registration and Prior Approval - Regulation Y Markdown bundle with workflows, source references, and bank Holding Company.", "social_summary": "Bank Holding Company Act Registration and Prior Approval - Regulation Y: bank Holding Company Act.", - "download_note": "10 Markdown files · 1,315 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,315 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Bank Holding Company Act Registration and Prior Approval - Regulation Y", "Teams working in Banks, depository institutions, and bank holding companies" @@ -8261,7 +8261,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Bank Holding Company Act Registration and Prior Approval - Regulation Y and draft Bank Holding Company Act Registration and Prior Approval - Regulation Y source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subchapter A / Part 225, then confirm that the reference is current and applicable. Inspect Bank Holding Company Act Registration and Prior Approval - Regulation Y Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Bank Holding Company Act Registration and Prior Approval - Regulation Y and draft Bank Holding Company Act Registration and Prior Approval - Regulation Y source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subchapter A / Part 225, then confirm that the reference is current and applicable. Inspect Bank Holding Company Act Registration and Prior Approval - Regulation Y Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -8293,7 +8293,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subchapter A / Part 225", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter A / Part 225", "url": "https://www.ecfr.gov/current/title-12/chapter-II/subchapter-A/part-225", "used_for": "Legal, regulatory, standards, or agency reference for Bank Holding Company Act Registration and Prior Approval - Regulation Y scope and source checks." } @@ -8453,10 +8453,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging BLS Statistical Survey Reporting Requirements questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope BLS Statistical Survey Reporting Requirements questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is BLS Statistical Survey Reporting Requirements source-aware brief. Start source review with bls.gov — Respondents.", + "summary": "Use this bundle to scope BLS Statistical Survey Reporting Requirements questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is BLS Statistical Survey Reporting Requirements source-aware brief. Start source review with bls.gov \u2014 Respondents.", "meta_description": "Free BLS Statistical Survey Reporting Requirements Markdown bundle with workflows, source references, and bLS Statistical Survey Reporting Requirements.", "social_summary": "BLS Statistical Survey Reporting Requirements: bLS Statistical Survey Reporting Requirements.", - "download_note": "10 Markdown files · 1,297 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,297 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing BLS Statistical Survey Reporting Requirements", "Teams working in Employers (any industry)" @@ -8469,7 +8469,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess BLS Statistical Survey Reporting Requirements and draft BLS Statistical Survey Reporting Requirements source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with bls.gov — Respondents, then confirm that the reference is current and applicable. Inspect BLS Statistical Survey Reporting Requirements Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess BLS Statistical Survey Reporting Requirements and draft BLS Statistical Survey Reporting Requirements source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with bls.gov \u2014 Respondents, then confirm that the reference is current and applicable. Inspect BLS Statistical Survey Reporting Requirements Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -8501,7 +8501,7 @@ ], "source_notes": [ { - "label": "bls.gov — Respondents", + "label": "bls.gov \u2014 Respondents", "url": "https://www.bls.gov/respondents/", "used_for": "Legal, regulatory, standards, or agency reference for BLS Statistical Survey Reporting Requirements scope and source checks." } @@ -8665,7 +8665,7 @@ "summary": "Use this bundle to scope State Blue Sky Offering Registration & Notice Filings questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is State Blue Sky Offering Registration & Notice Filings source-aware brief.", "meta_description": "Free State Blue Sky Offering Registration & Notice Filings Markdown bundle with workflows, source references, and state Blue Sky Offering Registration &.", "social_summary": "State Blue Sky Offering Registration & Notice Filings: state Blue Sky Offering Registration & Notice.", - "download_note": "10 Markdown files · 1,260 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,260 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing State Blue Sky Offering Registration & Notice Filings", "Teams working in Broker-dealers and registered investment advisers" @@ -8678,7 +8678,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess State Blue Sky Offering Registration & Notice Filings and draft State Blue Sky Offering Registration & Notice Filings source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with nasaa.org — Securities Issuers / Efd, then confirm that the reference is current and applicable. Inspect State Blue Sky Offering Registration & Notice Filings Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess State Blue Sky Offering Registration & Notice Filings and draft State Blue Sky Offering Registration & Notice Filings source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with nasaa.org \u2014 Securities Issuers / Efd, then confirm that the reference is current and applicable. Inspect State Blue Sky Offering Registration & Notice Filings Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -8710,7 +8710,7 @@ ], "source_notes": [ { - "label": "nasaa.org — Securities Issuers / Efd", + "label": "nasaa.org \u2014 Securities Issuers / Efd", "url": "https://www.nasaa.org/industry-resources/securities-issuers/efd/", "used_for": "Legal, regulatory, standards, or agency reference for State Blue Sky Offering Registration & Notice Filings scope and source checks." } @@ -8873,7 +8873,7 @@ "summary": "Use this bundle to scope Dishonest or Unethical Business Practices of BDs and Agents (NASAA) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Dishonest or Unethical Business Practices of BDs and Agents (NASAA) source-aware brief.", "meta_description": "Free Dishonest or Unethical Business Practices of BDs and Agents (NASAA) Markdown bundle with workflows, source references, and dishonest or Unethical.", "social_summary": "Dishonest or Unethical Business Practices of BDs and Agents (NASAA): dishonest or Unethical Business.", - "download_note": "10 Markdown files · 1,328 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,328 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Dishonest or Unethical Business Practices of BDs and Agents (NASAA)", "Teams working in Broker-dealers and registered investment advisers" @@ -8886,7 +8886,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Dishonest or Unethical Business Practices of BDs and Agents (NASAA) and draft Dishonest or Unethical Business Practices of BDs and Agents (NASAA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with nasaa.org — Adopted Model Rule / Nasaa Model Rule Dishonest Or Unethical Business Practices Of Broker Dealers And Agents, then confirm that the reference is current and applicable. Inspect Dishonest or Unethical Business Practices of BDs and Agents (NASAA) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Dishonest or Unethical Business Practices of BDs and Agents (NASAA) and draft Dishonest or Unethical Business Practices of BDs and Agents (NASAA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with nasaa.org \u2014 Adopted Model Rule / Nasaa Model Rule Dishonest Or Unethical Business Practices Of Broker Dealers And Agents, then confirm that the reference is current and applicable. Inspect Dishonest or Unethical Business Practices of BDs and Agents (NASAA) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -8918,7 +8918,7 @@ ], "source_notes": [ { - "label": "nasaa.org — Adopted Model Rule / Nasaa Model Rule Dishonest Or Unethical Business Practices Of Broker Dealers And Agents", + "label": "nasaa.org \u2014 Adopted Model Rule / Nasaa Model Rule Dishonest Or Unethical Business Practices Of Broker Dealers And Agents", "url": "https://www.nasaa.org/adopted-model-rule/nasaa-model-rule-dishonest-or-unethical-business-practices-of-broker-dealers-and-agents/", "used_for": "Legal, regulatory, standards, or agency reference for Dishonest or Unethical Business Practices of BDs and Agents (NASAA) scope and source checks." } @@ -9081,7 +9081,7 @@ "summary": "Use this bundle to scope Broker-Dealer Recordkeeping & Preservation (Rules 17a-3 / 17a-4) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Broker-Dealer Recordkeeping & Preservation (Rules 17a-3 / 17a-4) source-aware brief.", "meta_description": "Free Broker-Dealer Recordkeeping & Preservation (Rules 17a-3 / 17a-4) Markdown bundle with workflows, source references, and broker-Dealer Recordkeeping &.", "social_summary": "Broker-Dealer Recordkeeping & Preservation (Rules 17a-3 / 17a-4): broker-Dealer Recordkeeping &.", - "download_note": "10 Markdown files · 1,246 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,246 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Broker-Dealer Recordkeeping & Preservation (Rules 17a-3 / 17a-4)", "Teams working in Broker-dealers and registered investment advisers" @@ -9094,7 +9094,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Broker-Dealer Recordkeeping & Preservation (Rules 17a-3 / 17a-4) and draft Broker-Dealer Recordkeeping & Preservation (Rules 17a-3 / 17a-4) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with federalregister.gov — 2022 22670 / Electronic Recordkeeping Requirements For Broker Dealers Security Based Swap Dealers And Major, then confirm that the reference is current and applicable. Inspect Broker-Dealer Recordkeeping & Preservation (Rules 17a-3 / 17a-4) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Broker-Dealer Recordkeeping & Preservation (Rules 17a-3 / 17a-4) and draft Broker-Dealer Recordkeeping & Preservation (Rules 17a-3 / 17a-4) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with federalregister.gov \u2014 2022 22670 / Electronic Recordkeeping Requirements For Broker Dealers Security Based Swap Dealers And Major, then confirm that the reference is current and applicable. Inspect Broker-Dealer Recordkeeping & Preservation (Rules 17a-3 / 17a-4) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -9126,7 +9126,7 @@ ], "source_notes": [ { - "label": "federalregister.gov — 2022 22670 / Electronic Recordkeeping Requirements For Broker Dealers Security Based Swap Dealers And Major", + "label": "federalregister.gov \u2014 2022 22670 / Electronic Recordkeeping Requirements For Broker Dealers Security Based Swap Dealers And Major", "url": "https://www.federalregister.gov/documents/2022/11/03/2022-22670/electronic-recordkeeping-requirements-for-broker-dealers-security-based-swap-dealers-and-major", "used_for": "Legal, regulatory, standards, or agency reference for Broker-Dealer Recordkeeping & Preservation (Rules 17a-3 / 17a-4) scope and source checks." } @@ -9286,10 +9286,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging Broker Supervision & Office Policy questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Broker Supervision & Office Policy questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Broker Supervision & Office Policy source-aware brief. Start source review with law.cornell.edu — California / 10 CCR 2725.", + "summary": "Use this bundle to scope Broker Supervision & Office Policy questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Broker Supervision & Office Policy source-aware brief. Start source review with law.cornell.edu \u2014 California / 10 CCR 2725.", "meta_description": "Free Broker Supervision & Office Policy Markdown bundle with workflows, source references, and broker Supervision & Office Policy source-aware brief for.", "social_summary": "Broker Supervision & Office Policy: broker Supervision & Office Policy source-aware brief, workflows.", - "download_note": "10 Markdown files · 1,168 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,168 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Broker Supervision & Office Policy", "Teams working in Real estate brokerages, agents, property managers, and residential mortgage lenders" @@ -9302,7 +9302,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Broker Supervision & Office Policy and draft Broker Supervision & Office Policy source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with law.cornell.edu — California / 10 CCR 2725, then confirm that the reference is current and applicable. Inspect Broker Supervision & Office Policy Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Broker Supervision & Office Policy and draft Broker Supervision & Office Policy source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with law.cornell.edu \u2014 California / 10 CCR 2725, then confirm that the reference is current and applicable. Inspect Broker Supervision & Office Policy Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -9334,7 +9334,7 @@ ], "source_notes": [ { - "label": "law.cornell.edu — California / 10 CCR 2725", + "label": "law.cornell.edu \u2014 California / 10 CCR 2725", "url": "https://www.law.cornell.edu/regulations/california/10-CCR-2725", "used_for": "Legal, regulatory, standards, or agency reference for Broker Supervision & Office Policy scope and source checks." } @@ -9496,7 +9496,7 @@ "summary": "Use this bundle to scope Broker Trust/Escrow Account Handling questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Broker Trust/Escrow Account Handling source-aware brief.", "meta_description": "Free Broker Trust/Escrow Account Handling Markdown bundle with workflows, source references, and broker Trust/Escrow Account Handling source-aware brief.", "social_summary": "Broker Trust/Escrow Account Handling: broker Trust/Escrow Account Handling source-aware brief.", - "download_note": "10 Markdown files · 1,226 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,226 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Broker Trust/Escrow Account Handling", "Teams working in Real estate brokerages, agents, property managers, and residential mortgage lenders" @@ -9509,7 +9509,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Broker Trust/Escrow Account Handling and draft Broker Trust/Escrow Account Handling source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with bulletins.ncrec.gov — Handling Accounting Of Trust Money Now Explained In Three New Rules, then confirm that the reference is current and applicable. Inspect Broker Trust/Escrow Account Handling Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Broker Trust/Escrow Account Handling and draft Broker Trust/Escrow Account Handling source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with bulletins.ncrec.gov \u2014 Handling Accounting Of Trust Money Now Explained In Three New Rules, then confirm that the reference is current and applicable. Inspect Broker Trust/Escrow Account Handling Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -9541,7 +9541,7 @@ ], "source_notes": [ { - "label": "bulletins.ncrec.gov — Handling Accounting Of Trust Money Now Explained In Three New Rules", + "label": "bulletins.ncrec.gov \u2014 Handling Accounting Of Trust Money Now Explained In Three New Rules", "url": "https://bulletins.ncrec.gov/handling-accounting-of-trust-money-now-explained-in-three-new-rules/", "used_for": "Legal, regulatory, standards, or agency reference for Broker Trust/Escrow Account Handling scope and source checks." } @@ -9703,7 +9703,7 @@ "summary": "Use this bundle to scope Brokered Deposits and Interest Rate Restrictions questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Brokered Deposits and Interest Rate Restrictions source-aware brief.", "meta_description": "Free Brokered Deposits and Interest Rate Restrictions Markdown bundle with workflows, source references, and brokered Deposits and Interest Rate.", "social_summary": "Brokered Deposits and Interest Rate Restrictions: brokered Deposits and Interest Rate Restrictions.", - "download_note": "10 Markdown files · 1,228 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,228 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Brokered Deposits and Interest Rate Restrictions", "Teams working in Banks, depository institutions, and bank holding companies" @@ -9716,7 +9716,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Brokered Deposits and Interest Rate Restrictions and draft Brokered Deposits and Interest Rate Restrictions source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Part 337 / Section 337.6, then confirm that the reference is current and applicable. Inspect Brokered Deposits and Interest Rate Restrictions Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Brokered Deposits and Interest Rate Restrictions and draft Brokered Deposits and Interest Rate Restrictions source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Part 337 / Section 337.6, then confirm that the reference is current and applicable. Inspect Brokered Deposits and Interest Rate Restrictions Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -9748,7 +9748,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Part 337 / Section 337.6", + "label": "Electronic Code of Federal Regulations \u2014 Part 337 / Section 337.6", "url": "https://www.ecfr.gov/current/title-12/chapter-III/subchapter-B/part-337/section-337.6", "used_for": "Legal, regulatory, standards, or agency reference for Brokered Deposits and Interest Rate Restrictions scope and source checks." } @@ -9911,7 +9911,7 @@ "summary": "Use this bundle to scope Bank Secrecy Act / AML Compliance Program questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Bank Secrecy Act / AML Compliance Program source-aware brief.", "meta_description": "Free Bank Secrecy Act / AML Compliance Program Markdown bundle with workflows, source references, and bank Secrecy Act / AML Compliance Program.", "social_summary": "Bank Secrecy Act / AML Compliance Program: bank Secrecy Act / AML Compliance Program source-aware brief.", - "download_note": "10 Markdown files · 1,274 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,274 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Bank Secrecy Act / AML Compliance Program", "Teams working in Banks, depository institutions, and bank holding companies" @@ -9924,7 +9924,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Bank Secrecy Act / AML Compliance Program and draft Bank Secrecy Act / AML Compliance Program source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subpart B / Section 1020.210, then confirm that the reference is current and applicable. Inspect Bank Secrecy Act / AML Compliance Program Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Bank Secrecy Act / AML Compliance Program and draft Bank Secrecy Act / AML Compliance Program source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subpart B / Section 1020.210, then confirm that the reference is current and applicable. Inspect Bank Secrecy Act / AML Compliance Program Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -9956,7 +9956,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subpart B / Section 1020.210", + "label": "Electronic Code of Federal Regulations \u2014 Subpart B / Section 1020.210", "url": "https://www.ecfr.gov/current/title-31/subtitle-B/chapter-X/part-1020/subpart-B/section-1020.210", "used_for": "Legal, regulatory, standards, or agency reference for Bank Secrecy Act / AML Compliance Program scope and source checks." } @@ -10119,7 +10119,7 @@ "summary": "Use this bundle to scope BSA E-Filing System Mandatory Electronic Filing questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is BSA E-Filing System Mandatory Electronic Filing source-aware brief.", "meta_description": "Free BSA E-Filing System Mandatory Electronic Filing Markdown bundle with workflows, source references, and bSA E-Filing System Mandatory Electronic Filing.", "social_summary": "BSA E-Filing System Mandatory Electronic Filing: bSA E-Filing System Mandatory Electronic Filing.", - "download_note": "10 Markdown files · 1,209 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,209 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing BSA E-Filing System Mandatory Electronic Filing", "Teams working in Banks, depository institutions, and bank holding companies" @@ -10132,7 +10132,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess BSA E-Filing System Mandatory Electronic Filing and draft BSA E-Filing System Mandatory Electronic Filing source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with federalregister.gov — 2012 4756 / Agency Information Collection And Reporting Activities Electronic Filing Of Bank Secrecy Act Bsa, then confirm that the reference is current and applicable. Inspect BSA E-Filing System Mandatory Electronic Filing Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess BSA E-Filing System Mandatory Electronic Filing and draft BSA E-Filing System Mandatory Electronic Filing source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with federalregister.gov \u2014 2012 4756 / Agency Information Collection And Reporting Activities Electronic Filing Of Bank Secrecy Act Bsa, then confirm that the reference is current and applicable. Inspect BSA E-Filing System Mandatory Electronic Filing Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -10164,7 +10164,7 @@ ], "source_notes": [ { - "label": "federalregister.gov — 2012 4756 / Agency Information Collection And Reporting Activities Electronic Filing Of Bank Secrecy Act Bsa", + "label": "federalregister.gov \u2014 2012 4756 / Agency Information Collection And Reporting Activities Electronic Filing Of Bank Secrecy Act Bsa", "url": "https://www.federalregister.gov/documents/2012/02/29/2012-4756/agency-information-collection-and-reporting-activities-electronic-filing-of-bank-secrecy-act-bsa", "used_for": "Legal, regulatory, standards, or agency reference for BSA E-Filing System Mandatory Electronic Filing scope and source checks." } @@ -10327,7 +10327,7 @@ "summary": "Use this bundle to scope General BSA Records To Be Made and Retained questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is General BSA Records To Be Made and Retained source-aware brief.", "meta_description": "Free General BSA Records To Be Made and Retained Markdown bundle with workflows, source references, and general BSA Records To Be Made and Retained.", "social_summary": "General BSA Records To Be Made and Retained: general BSA Records To Be Made and Retained source-aware.", - "download_note": "10 Markdown files · 1,263 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,263 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing General BSA Records To Be Made and Retained", "Teams working in Banks, depository institutions, and bank holding companies" @@ -10340,7 +10340,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess General BSA Records To Be Made and Retained and draft General BSA Records To Be Made and Retained source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subpart D / Section 1010.430, then confirm that the reference is current and applicable. Inspect General BSA Records To Be Made and Retained Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess General BSA Records To Be Made and Retained and draft General BSA Records To Be Made and Retained source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subpart D / Section 1010.430, then confirm that the reference is current and applicable. Inspect General BSA Records To Be Made and Retained Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -10372,7 +10372,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subpart D / Section 1010.430", + "label": "Electronic Code of Federal Regulations \u2014 Subpart D / Section 1010.430", "url": "https://www.ecfr.gov/current/title-31/subtitle-B/chapter-X/part-1010/subpart-D/section-1010.430", "used_for": "Legal, regulatory, standards, or agency reference for General BSA Records To Be Made and Retained scope and source checks." } @@ -10532,10 +10532,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging Business Opportunity Rule questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Business Opportunity Rule questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Business Opportunity Rule source-aware brief. Start source review with Electronic Code of Federal Regulations — Subchapter D / Part 437.", + "summary": "Use this bundle to scope Business Opportunity Rule questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Business Opportunity Rule source-aware brief. Start source review with Electronic Code of Federal Regulations \u2014 Subchapter D / Part 437.", "meta_description": "Free Business Opportunity Rule Markdown bundle with workflows, source references, and business Opportunity Rule source-aware brief for use with AI.", "social_summary": "Business Opportunity Rule: business Opportunity Rule source-aware brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,141 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,141 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Business Opportunity Rule", "Teams working in Businesses marketing to or collecting personal information from US consumers" @@ -10548,7 +10548,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Business Opportunity Rule and draft Business Opportunity Rule source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subchapter D / Part 437, then confirm that the reference is current and applicable. Inspect Business Opportunity Rule Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Business Opportunity Rule and draft Business Opportunity Rule source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subchapter D / Part 437, then confirm that the reference is current and applicable. Inspect Business Opportunity Rule Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -10580,7 +10580,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subchapter D / Part 437", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter D / Part 437", "url": "https://www.ecfr.gov/current/title-16/chapter-I/subchapter-D/part-437", "used_for": "Legal, regulatory, standards, or agency reference for Business Opportunity Rule scope and source checks." } @@ -10743,7 +10743,7 @@ "summary": "Use this bundle to scope C-TPAT (Customs-Trade Partnership Against Terrorism) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is C-TPAT (Customs-Trade Partnership Against Terrorism) source-aware brief.", "meta_description": "Free C-TPAT (Customs-Trade Partnership Against Terrorism) Markdown bundle with workflows, source references, and c-TPAT (Customs-Trade Partnership Against.", "social_summary": "C-TPAT (Customs-Trade Partnership Against Terrorism): c-TPAT (Customs-Trade Partnership Against.", - "download_note": "10 Markdown files · 1,219 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,219 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing C-TPAT (Customs-Trade Partnership Against Terrorism)", "Teams working in Importers, carriers, brokers, and other supply-chain actors (voluntary CBP program)" @@ -10756,7 +10756,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess C-TPAT (Customs-Trade Partnership Against Terrorism) and draft C-TPAT (Customs-Trade Partnership Against Terrorism) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cbp.gov — Cargo Security / Ctpat, then confirm that the reference is current and applicable. Inspect C-TPAT (Customs-Trade Partnership Against Terrorism) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess C-TPAT (Customs-Trade Partnership Against Terrorism) and draft C-TPAT (Customs-Trade Partnership Against Terrorism) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cbp.gov \u2014 Cargo Security / Ctpat, then confirm that the reference is current and applicable. Inspect C-TPAT (Customs-Trade Partnership Against Terrorism) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -10788,7 +10788,7 @@ ], "source_notes": [ { - "label": "cbp.gov — Cargo Security / Ctpat", + "label": "cbp.gov \u2014 Cargo Security / Ctpat", "url": "https://www.cbp.gov/border-security/ports-entry/cargo-security/ctpat", "used_for": "Legal, regulatory, standards, or agency reference for C-TPAT (Customs-Trade Partnership Against Terrorism) scope and source checks." } @@ -10950,7 +10950,7 @@ "summary": "Use this bundle to scope California Charitable Fundraising Platform Regulation (AB 488) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is California Charitable Fundraising Platform Regulation (AB 488) source-aware brief.", "meta_description": "Free California Charitable Fundraising Platform Regulation (AB 488) Markdown bundle with workflows, source references, and california Charitable.", "social_summary": "California Charitable Fundraising Platform Regulation (AB 488): california Charitable Fundraising.", - "download_note": "10 Markdown files · 1,271 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,271 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing California Charitable Fundraising Platform Regulation (AB 488)", "Teams working in Nonprofit and tax-exempt organizations (501(c) entities and charitable foundations)" @@ -10963,7 +10963,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California Charitable Fundraising Platform Regulation (AB 488) and draft California Charitable Fundraising Platform Regulation (AB 488) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with oag.ca.gov — Charities / Pl, then confirm that the reference is current and applicable. Inspect California Charitable Fundraising Platform Regulation (AB 488) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California Charitable Fundraising Platform Regulation (AB 488) and draft California Charitable Fundraising Platform Regulation (AB 488) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with oag.ca.gov \u2014 Charities / Pl, then confirm that the reference is current and applicable. Inspect California Charitable Fundraising Platform Regulation (AB 488) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -10995,7 +10995,7 @@ ], "source_notes": [ { - "label": "oag.ca.gov — Charities / Pl", + "label": "oag.ca.gov \u2014 Charities / Pl", "url": "https://oag.ca.gov/charities/pl", "used_for": "Legal, regulatory, standards, or agency reference for California Charitable Fundraising Platform Regulation (AB 488) scope and source checks." } @@ -11158,7 +11158,7 @@ "summary": "Use this bundle to scope California Commercial Fundraiser, Counsel, and Co-Venturer Regulation questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is California Commercial Fundraiser, Counsel, and Co-Venturer Regulation source-aware brief.", "meta_description": "Free California Commercial Fundraiser, Counsel, and Co-Venturer Regulation Markdown bundle with workflows, source references, and california Commercial.", "social_summary": "California Commercial Fundraiser, Counsel, and Co-Venturer Regulation: california Commercial Fundraiser.", - "download_note": "10 Markdown files · 1,311 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,311 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing California Commercial Fundraiser, Counsel, and Co-Venturer Regulation", "Teams working in Nonprofit and tax-exempt organizations (501(c) entities and charitable foundations)" @@ -11171,7 +11171,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California Commercial Fundraiser, Counsel, and Co-Venturer Regulation and draft California Commercial Fundraiser, Counsel, and Co-Venturer Regulation source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with oag.ca.gov — Charities / Pf, then confirm that the reference is current and applicable. Inspect California Commercial Fundraiser, Counsel, and Co-Venturer Regulation Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California Commercial Fundraiser, Counsel, and Co-Venturer Regulation and draft California Commercial Fundraiser, Counsel, and Co-Venturer Regulation source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with oag.ca.gov \u2014 Charities / Pf, then confirm that the reference is current and applicable. Inspect California Commercial Fundraiser, Counsel, and Co-Venturer Regulation Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -11203,7 +11203,7 @@ ], "source_notes": [ { - "label": "oag.ca.gov — Charities / Pf", + "label": "oag.ca.gov \u2014 Charities / Pf", "url": "https://oag.ca.gov/charities/pf", "used_for": "Legal, regulatory, standards, or agency reference for California Commercial Fundraiser, Counsel, and Co-Venturer Regulation scope and source checks." } @@ -11367,7 +11367,7 @@ "summary": "Use this bundle to scope California Nonprofit Raffle Registration and Reporting questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is California Nonprofit Raffle Registration and Reporting source-aware brief.", "meta_description": "Free California Nonprofit Raffle Registration and Reporting Markdown bundle with workflows, source references, and california Nonprofit Raffle Registration.", "social_summary": "California Nonprofit Raffle Registration and Reporting: california Nonprofit Raffle Registration and.", - "download_note": "10 Markdown files · 1,236 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,236 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing California Nonprofit Raffle Registration and Reporting", "Teams working in Nonprofit and tax-exempt organizations (501(c) entities and charitable foundations)" @@ -11380,7 +11380,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California Nonprofit Raffle Registration and Reporting and draft California Nonprofit Raffle Registration and Reporting source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with oag.ca.gov — Charities / Raffles, then confirm that the reference is current and applicable. Inspect California Nonprofit Raffle Registration and Reporting Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California Nonprofit Raffle Registration and Reporting and draft California Nonprofit Raffle Registration and Reporting source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with oag.ca.gov \u2014 Charities / Raffles, then confirm that the reference is current and applicable. Inspect California Nonprofit Raffle Registration and Reporting Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -11412,7 +11412,7 @@ ], "source_notes": [ { - "label": "oag.ca.gov — Charities / Raffles", + "label": "oag.ca.gov \u2014 Charities / Raffles", "url": "https://oag.ca.gov/charities/raffles", "used_for": "Legal, regulatory, standards, or agency reference for California Nonprofit Raffle Registration and Reporting scope and source checks." } @@ -11575,7 +11575,7 @@ "summary": "Use this bundle to scope California Registry of Charities and Fundraisers Registration and Annual Reporting questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is California Registry of Charities and Fundraisers Registration and Annual Reporting source-aware.", "meta_description": "Free California Registry of Charities and Fundraisers Registration and Annual Reporting Markdown bundle with workflows, source references, and california.", "social_summary": "California Registry of Charities and Fundraisers Registration and Annual Reporting: california Registry.", - "download_note": "10 Markdown files · 1,372 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,372 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing California Registry of Charities and Fundraisers Registration and Annual Reporting", "Teams working in Nonprofit and tax-exempt organizations (501(c) entities and charitable foundations)" @@ -11588,7 +11588,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California Registry of Charities and Fundraisers Registration and Annual Reporting and draft California Registry of Charities and Fundraisers Registration and Annual Reporting source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with oag.ca.gov — Charities / Initial Reg, then confirm that the reference is current and applicable. Inspect California Registry of Charities and Fundraisers Registration and Annual Reporting Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California Registry of Charities and Fundraisers Registration and Annual Reporting and draft California Registry of Charities and Fundraisers Registration and Annual Reporting source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with oag.ca.gov \u2014 Charities / Initial Reg, then confirm that the reference is current and applicable. Inspect California Registry of Charities and Fundraisers Registration and Annual Reporting Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -11620,7 +11620,7 @@ ], "source_notes": [ { - "label": "oag.ca.gov — Charities / Initial Reg", + "label": "oag.ca.gov \u2014 Charities / Initial Reg", "url": "https://oag.ca.gov/charities/initial-reg", "used_for": "Legal, regulatory, standards, or agency reference for California Registry of Charities and Fundraisers Registration and Annual Reporting scope and source checks." } @@ -11778,10 +11778,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging CAHPS Patient Experience Surveys questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope CAHPS Patient Experience Surveys questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is CAHPS Patient Experience Surveys source-aware brief. Start source review with cms.gov — Research / Consumer Assessment Healthcare Providers Systems.", + "summary": "Use this bundle to scope CAHPS Patient Experience Surveys questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is CAHPS Patient Experience Surveys source-aware brief. Start source review with cms.gov \u2014 Research / Consumer Assessment Healthcare Providers Systems.", "meta_description": "Free CAHPS Patient Experience Surveys Markdown bundle with workflows, source references, and cAHPS Patient Experience Surveys source-aware brief for use.", "social_summary": "CAHPS Patient Experience Surveys: cAHPS Patient Experience Surveys source-aware brief, workflows, and.", - "download_note": "10 Markdown files · 1,161 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,161 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing CAHPS Patient Experience Surveys", "Teams working in Healthcare providers and suppliers billing Medicare, Medicaid, and other federal health programs" @@ -11794,7 +11794,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess CAHPS Patient Experience Surveys and draft CAHPS Patient Experience Surveys source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cms.gov — Research / Consumer Assessment Healthcare Providers Systems, then confirm that the reference is current and applicable. Inspect CAHPS Patient Experience Surveys Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess CAHPS Patient Experience Surveys and draft CAHPS Patient Experience Surveys source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cms.gov \u2014 Research / Consumer Assessment Healthcare Providers Systems, then confirm that the reference is current and applicable. Inspect CAHPS Patient Experience Surveys Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -11826,7 +11826,7 @@ ], "source_notes": [ { - "label": "cms.gov — Research / Consumer Assessment Healthcare Providers Systems", + "label": "cms.gov \u2014 Research / Consumer Assessment Healthcare Providers Systems", "url": "https://www.cms.gov/data-research/research/consumer-assessment-healthcare-providers-systems", "used_for": "Legal, regulatory, standards, or agency reference for CAHPS Patient Experience Surveys scope and source checks." } @@ -11986,10 +11986,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging California Data Breach Notification Law questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope California Data Breach Notification Law questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is California Data Breach Notification Law source-aware brief. Start source review with oag.ca.gov — Databreach / Reporting.", + "summary": "Use this bundle to scope California Data Breach Notification Law questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is California Data Breach Notification Law source-aware brief. Start source review with oag.ca.gov \u2014 Databreach / Reporting.", "meta_description": "Free California Data Breach Notification Law Markdown bundle with workflows, source references, and california Data Breach Notification Law source-aware.", "social_summary": "California Data Breach Notification Law: california Data Breach Notification Law source-aware brief.", - "download_note": "10 Markdown files · 1,185 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,185 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing California Data Breach Notification Law", "Teams working in Businesses marketing to or collecting personal information from US consumers" @@ -12002,7 +12002,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California Data Breach Notification Law and draft California Data Breach Notification Law source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with oag.ca.gov — Databreach / Reporting, then confirm that the reference is current and applicable. Inspect California Data Breach Notification Law Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California Data Breach Notification Law and draft California Data Breach Notification Law source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with oag.ca.gov \u2014 Databreach / Reporting, then confirm that the reference is current and applicable. Inspect California Data Breach Notification Law Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -12034,7 +12034,7 @@ ], "source_notes": [ { - "label": "oag.ca.gov — Databreach / Reporting", + "label": "oag.ca.gov \u2014 Databreach / Reporting", "url": "https://oag.ca.gov/privacy/databreach/reporting", "used_for": "Legal, regulatory, standards, or agency reference for California Data Breach Notification Law scope and source checks." } @@ -12197,7 +12197,7 @@ "summary": "Use this bundle to scope California Delete Act - Data Broker Registration and DROP questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is California Delete Act - Data Broker Registration and DROP source-aware brief.", "meta_description": "Free California Delete Act - Data Broker Registration and DROP Markdown bundle with workflows, source references, and california Delete Act - Data Broker.", "social_summary": "California Delete Act - Data Broker Registration and DROP: california Delete Act - Data Broker.", - "download_note": "10 Markdown files · 1,307 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,307 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing California Delete Act - Data Broker Registration and DROP", "Teams working in Businesses marketing to or collecting personal information from US consumers" @@ -12210,7 +12210,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California Delete Act - Data Broker Registration and DROP and draft California Delete Act - Data Broker Registration and DROP source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cppa.ca.gov — Data Brokers, then confirm that the reference is current and applicable. Inspect California Delete Act - Data Broker Registration and DROP Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California Delete Act - Data Broker Registration and DROP and draft California Delete Act - Data Broker Registration and DROP source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cppa.ca.gov \u2014 Data Brokers, then confirm that the reference is current and applicable. Inspect California Delete Act - Data Broker Registration and DROP Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -12242,7 +12242,7 @@ ], "source_notes": [ { - "label": "cppa.ca.gov — Data Brokers", + "label": "cppa.ca.gov \u2014 Data Brokers", "url": "https://cppa.ca.gov/data_brokers/", "used_for": "Legal, regulatory, standards, or agency reference for California Delete Act - Data Broker Registration and DROP scope and source checks." } @@ -12405,7 +12405,7 @@ "summary": "Use this bundle to scope California 'Eraser Button' / Minor Online Erasure Law (SB 568) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is California 'Eraser Button' / Minor Online Erasure Law (SB 568) source-aware brief.", "meta_description": "Free California 'Eraser Button' / Minor Online Erasure Law (SB 568) Markdown bundle with workflows, source references, and california 'Eraser Button' /.", "social_summary": "California 'Eraser Button' / Minor Online Erasure Law (SB 568): california 'Eraser Button' / Minor.", - "download_note": "10 Markdown files · 1,292 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,292 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing California 'Eraser Button' / Minor Online Erasure Law (SB 568)", "Teams working in Businesses marketing to or collecting personal information from US consumers" @@ -12418,7 +12418,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California 'Eraser Button' / Minor Online Erasure Law (SB 568) and draft California 'Eraser Button' / Minor Online Erasure Law (SB 568) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with leginfo.legislature.ca.gov — Faces / Codes DisplaySection, then confirm that the reference is current and applicable. Inspect California 'Eraser Button' / Minor Online Erasure Law (SB 568) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California 'Eraser Button' / Minor Online Erasure Law (SB 568) and draft California 'Eraser Button' / Minor Online Erasure Law (SB 568) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with leginfo.legislature.ca.gov \u2014 Faces / Codes DisplaySection, then confirm that the reference is current and applicable. Inspect California 'Eraser Button' / Minor Online Erasure Law (SB 568) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -12450,7 +12450,7 @@ ], "source_notes": [ { - "label": "leginfo.legislature.ca.gov — Faces / Codes DisplaySection", + "label": "leginfo.legislature.ca.gov \u2014 Faces / Codes DisplaySection", "url": "https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=BPC§ionNum=22581", "used_for": "Legal, regulatory, standards, or agency reference for California 'Eraser Button' / Minor Online Erasure Law (SB 568) scope and source checks." } @@ -12613,7 +12613,7 @@ "summary": "Use this bundle to scope California Financial Information Privacy Act (SB 1) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is California Financial Information Privacy Act (SB 1) source-aware brief.", "meta_description": "Free California Financial Information Privacy Act (SB 1) Markdown bundle with workflows, source references, and california Financial Information Privacy.", "social_summary": "California Financial Information Privacy Act (SB 1): california Financial Information Privacy Act (SB 1).", - "download_note": "10 Markdown files · 1,226 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,226 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing California Financial Information Privacy Act (SB 1)", "Teams working in Businesses marketing to or collecting personal information from US consumers" @@ -12626,7 +12626,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California Financial Information Privacy Act (SB 1) and draft California Financial Information Privacy Act (SB 1) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with oag.ca.gov — Privacy / Financial Privacy, then confirm that the reference is current and applicable. Inspect California Financial Information Privacy Act (SB 1) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California Financial Information Privacy Act (SB 1) and draft California Financial Information Privacy Act (SB 1) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with oag.ca.gov \u2014 Privacy / Financial Privacy, then confirm that the reference is current and applicable. Inspect California Financial Information Privacy Act (SB 1) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -12658,7 +12658,7 @@ ], "source_notes": [ { - "label": "oag.ca.gov — Privacy / Financial Privacy", + "label": "oag.ca.gov \u2014 Privacy / Financial Privacy", "url": "https://oag.ca.gov/privacy/financial-privacy", "used_for": "Legal, regulatory, standards, or agency reference for California Financial Information Privacy Act (SB 1) scope and source checks." } @@ -12822,7 +12822,7 @@ "summary": "Use this bundle to scope California Genetic Information Privacy Act (GIPA) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is California Genetic Information Privacy Act (GIPA) source-aware brief.", "meta_description": "Free California Genetic Information Privacy Act (GIPA) Markdown bundle with workflows, source references, and california Genetic Information Privacy Act.", "social_summary": "California Genetic Information Privacy Act (GIPA): california Genetic Information Privacy Act (GIPA).", - "download_note": "10 Markdown files · 1,219 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,219 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing California Genetic Information Privacy Act (GIPA)", "Teams working in Businesses marketing to or collecting personal information from US consumers" @@ -12835,7 +12835,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California Genetic Information Privacy Act (GIPA) and draft California Genetic Information Privacy Act (GIPA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with leginfo.legislature.ca.gov — Faces / BillTextClient, then confirm that the reference is current and applicable. Inspect California Genetic Information Privacy Act (GIPA) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California Genetic Information Privacy Act (GIPA) and draft California Genetic Information Privacy Act (GIPA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with leginfo.legislature.ca.gov \u2014 Faces / BillTextClient, then confirm that the reference is current and applicable. Inspect California Genetic Information Privacy Act (GIPA) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -12867,7 +12867,7 @@ ], "source_notes": [ { - "label": "leginfo.legislature.ca.gov — Faces / BillTextClient", + "label": "leginfo.legislature.ca.gov \u2014 Faces / BillTextClient", "url": "https://leginfo.legislature.ca.gov/faces/billTextClient.xhtml?bill_id=202120220SB41", "used_for": "Legal, regulatory, standards, or agency reference for California Genetic Information Privacy Act (GIPA) scope and source checks." } @@ -13027,10 +13027,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging California IoT Security Law (SB-327) questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope California IoT Security Law (SB-327) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is California IoT Security Law (SB-327) source-aware brief. Start source review with leginfo.legislature.ca.gov — Faces / BillTextClient.", + "summary": "Use this bundle to scope California IoT Security Law (SB-327) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is California IoT Security Law (SB-327) source-aware brief. Start source review with leginfo.legislature.ca.gov \u2014 Faces / BillTextClient.", "meta_description": "Free California IoT Security Law (SB-327) Markdown bundle with workflows, source references, and california IoT Security Law (SB-327) source-aware brief.", "social_summary": "California IoT Security Law (SB-327): california IoT Security Law (SB-327) source-aware brief.", - "download_note": "10 Markdown files · 1,200 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,200 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing California IoT Security Law (SB-327)", "Teams working in Businesses marketing to or collecting personal information from US consumers" @@ -13043,7 +13043,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California IoT Security Law (SB-327) and draft California IoT Security Law (SB-327) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with leginfo.legislature.ca.gov — Faces / BillTextClient, then confirm that the reference is current and applicable. Inspect California IoT Security Law (SB-327) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California IoT Security Law (SB-327) and draft California IoT Security Law (SB-327) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with leginfo.legislature.ca.gov \u2014 Faces / BillTextClient, then confirm that the reference is current and applicable. Inspect California IoT Security Law (SB-327) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -13075,7 +13075,7 @@ ], "source_notes": [ { - "label": "leginfo.legislature.ca.gov — Faces / BillTextClient", + "label": "leginfo.legislature.ca.gov \u2014 Faces / BillTextClient", "url": "https://leginfo.legislature.ca.gov/faces/billTextClient.xhtml?bill_id=201720180SB327", "used_for": "Legal, regulatory, standards, or agency reference for California IoT Security Law (SB-327) scope and source checks." } @@ -13235,10 +13235,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging California Reader Privacy Act questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope California Reader Privacy Act questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is California Reader Privacy Act source-aware brief. Start source review with leginfo.legislature.ca.gov — Faces / Codes DisplayText.", + "summary": "Use this bundle to scope California Reader Privacy Act questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is California Reader Privacy Act source-aware brief. Start source review with leginfo.legislature.ca.gov \u2014 Faces / Codes DisplayText.", "meta_description": "Free California Reader Privacy Act Markdown bundle with workflows, source references, and california Reader Privacy Act source-aware brief for use with AI.", "social_summary": "California Reader Privacy Act: california Reader Privacy Act source-aware brief, workflows, and review.", - "download_note": "10 Markdown files · 1,205 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,205 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing California Reader Privacy Act", "Teams working in Businesses marketing to or collecting personal information from US consumers" @@ -13251,7 +13251,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California Reader Privacy Act and draft California Reader Privacy Act source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with leginfo.legislature.ca.gov — Faces / Codes DisplayText, then confirm that the reference is current and applicable. Inspect California Reader Privacy Act Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California Reader Privacy Act and draft California Reader Privacy Act source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with leginfo.legislature.ca.gov \u2014 Faces / Codes DisplayText, then confirm that the reference is current and applicable. Inspect California Reader Privacy Act Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -13283,7 +13283,7 @@ ], "source_notes": [ { - "label": "leginfo.legislature.ca.gov — Faces / Codes DisplayText", + "label": "leginfo.legislature.ca.gov \u2014 Faces / Codes DisplayText", "url": "https://leginfo.legislature.ca.gov/faces/codes_displayText.xhtml?lawCode=CIV&division=3.&title=1.81.15.&part=4.&chapter=&article=", "used_for": "Legal, regulatory, standards, or agency reference for California Reader Privacy Act scope and source checks." } @@ -13446,10 +13446,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging California 'Shine the Light' Law questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope California 'Shine the Light' Law questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is California 'Shine the Light' Law source-aware brief. Start source review with leginfo.legislature.ca.gov — Faces / Codes DisplaySection.", + "summary": "Use this bundle to scope California 'Shine the Light' Law questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is California 'Shine the Light' Law source-aware brief. Start source review with leginfo.legislature.ca.gov \u2014 Faces / Codes DisplaySection.", "meta_description": "Free California 'Shine the Light' Law Markdown bundle with workflows, source references, and california 'Shine the Light' Law source-aware brief for use.", "social_summary": "California 'Shine the Light' Law: california 'Shine the Light' Law source-aware brief, workflows, and.", - "download_note": "10 Markdown files · 1,074 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,074 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing California 'Shine the Light' Law", "Teams working in Businesses marketing to or collecting personal information from US consumers" @@ -13462,7 +13462,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California 'Shine the Light' Law and draft California 'Shine the Light' Law source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with leginfo.legislature.ca.gov — Faces / Codes DisplaySection, then confirm that the reference is current and applicable. Inspect California 'Shine the Light' Law Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California 'Shine the Light' Law and draft California 'Shine the Light' Law source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with leginfo.legislature.ca.gov \u2014 Faces / Codes DisplaySection, then confirm that the reference is current and applicable. Inspect California 'Shine the Light' Law Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -13494,7 +13494,7 @@ ], "source_notes": [ { - "label": "leginfo.legislature.ca.gov — Faces / Codes DisplaySection", + "label": "leginfo.legislature.ca.gov \u2014 Faces / Codes DisplaySection", "url": "https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?sectionNum=1798.83.&lawCode=CIV", "used_for": "Legal, regulatory, standards, or agency reference for California 'Shine the Light' Law scope and source checks." } @@ -13660,7 +13660,7 @@ "summary": "Use this bundle to scope California Student Online Personal Information Protection Act (SOPIPA) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is California Student Online Personal Information Protection Act (SOPIPA) source-aware brief.", "meta_description": "Free California Student Online Personal Information Protection Act (SOPIPA) Markdown bundle with workflows, source references, and california Student.", "social_summary": "California Student Online Personal Information Protection Act (SOPIPA): california Student Online.", - "download_note": "10 Markdown files · 1,151 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,151 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing California Student Online Personal Information Protection Act (SOPIPA)", "Teams working in Businesses marketing to or collecting personal information from US consumers" @@ -13673,7 +13673,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California Student Online Personal Information Protection Act (SOPIPA) and draft California Student Online Personal Information Protection Act (SOPIPA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with leginfo.legislature.ca.gov — Faces / Codes DisplayText, then confirm that the reference is current and applicable. Inspect California Student Online Personal Information Protection Act (SOPIPA) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California Student Online Personal Information Protection Act (SOPIPA) and draft California Student Online Personal Information Protection Act (SOPIPA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with leginfo.legislature.ca.gov \u2014 Faces / Codes DisplayText, then confirm that the reference is current and applicable. Inspect California Student Online Personal Information Protection Act (SOPIPA) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -13705,7 +13705,7 @@ ], "source_notes": [ { - "label": "leginfo.legislature.ca.gov — Faces / Codes DisplayText", + "label": "leginfo.legislature.ca.gov \u2014 Faces / Codes DisplayText", "url": "https://leginfo.legislature.ca.gov/faces/codes_displayText.xhtml?lawCode=BPC&division=8.&title=&part=&chapter=22.2.&article=", "used_for": "Legal, regulatory, standards, or agency reference for California Student Online Personal Information Protection Act (SOPIPA) scope and source checks." } @@ -13871,7 +13871,7 @@ "summary": "Use this bundle to scope California Unfair Competition Law as Applied to Privacy Practices questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is California Unfair Competition Law as Applied to Privacy Practices source-aware brief.", "meta_description": "Free California Unfair Competition Law as Applied to Privacy Practices Markdown bundle with workflows, source references, and california Unfair Competition.", "social_summary": "California Unfair Competition Law as Applied to Privacy Practices: california Unfair Competition Law as.", - "download_note": "10 Markdown files · 1,171 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,171 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing California Unfair Competition Law as Applied to Privacy Practices", "Teams working in Businesses marketing to or collecting personal information from US consumers" @@ -13884,7 +13884,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California Unfair Competition Law as Applied to Privacy Practices and draft California Unfair Competition Law as Applied to Privacy Practices source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with leginfo.legislature.ca.gov — Faces / Codes DisplaySection, then confirm that the reference is current and applicable. Inspect California Unfair Competition Law as Applied to Privacy Practices Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California Unfair Competition Law as Applied to Privacy Practices and draft California Unfair Competition Law as Applied to Privacy Practices source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with leginfo.legislature.ca.gov \u2014 Faces / Codes DisplaySection, then confirm that the reference is current and applicable. Inspect California Unfair Competition Law as Applied to Privacy Practices Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -13916,7 +13916,7 @@ ], "source_notes": [ { - "label": "leginfo.legislature.ca.gov — Faces / Codes DisplaySection", + "label": "leginfo.legislature.ca.gov \u2014 Faces / Codes DisplaySection", "url": "https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?sectionNum=17200.&lawCode=BPC", "used_for": "Legal, regulatory, standards, or agency reference for California Unfair Competition Law as Applied to Privacy Practices scope and source checks." } @@ -14081,7 +14081,7 @@ "summary": "Use this bundle to scope Consolidated Reports of Condition and Income (Call Report) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Consolidated Reports of Condition and Income (Call Report) source-aware brief.", "meta_description": "Free Consolidated Reports of Condition and Income (Call Report) Markdown bundle with workflows, source references, and consolidated Reports of Condition.", "social_summary": "Consolidated Reports of Condition and Income (Call Report): consolidated Reports of Condition and Income.", - "download_note": "10 Markdown files · 1,198 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,198 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Consolidated Reports of Condition and Income (Call Report)", "Teams working in Banks, depository institutions, and bank holding companies" @@ -14094,7 +14094,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Consolidated Reports of Condition and Income (Call Report) and draft Consolidated Reports of Condition and Income (Call Report) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with fdic.gov — 2026 / Consolidated Reports Condition And Income First Quarter, then confirm that the reference is current and applicable. Inspect Consolidated Reports of Condition and Income (Call Report) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Consolidated Reports of Condition and Income (Call Report) and draft Consolidated Reports of Condition and Income (Call Report) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with fdic.gov \u2014 2026 / Consolidated Reports Condition And Income First Quarter, then confirm that the reference is current and applicable. Inspect Consolidated Reports of Condition and Income (Call Report) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -14126,7 +14126,7 @@ ], "source_notes": [ { - "label": "fdic.gov — 2026 / Consolidated Reports Condition And Income First Quarter", + "label": "fdic.gov \u2014 2026 / Consolidated Reports Condition And Income First Quarter", "url": "https://www.fdic.gov/news/financial-institution-letters/2026/consolidated-reports-condition-and-income-first-quarter", "used_for": "Legal, regulatory, standards, or agency reference for Consolidated Reports of Condition and Income (Call Report) scope and source checks." } @@ -14292,7 +14292,7 @@ "summary": "Use this bundle to scope California Online Privacy Protection Act (CalOPPA) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is California Online Privacy Protection Act (CalOPPA) source-aware brief.", "meta_description": "Free California Online Privacy Protection Act (CalOPPA) Markdown bundle with workflows, source references, and california Online Privacy Protection Act.", "social_summary": "California Online Privacy Protection Act (CalOPPA): california Online Privacy Protection Act (CalOPPA).", - "download_note": "10 Markdown files · 1,097 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,097 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing California Online Privacy Protection Act (CalOPPA)", "Teams working in Businesses marketing to or collecting personal information from US consumers" @@ -14305,7 +14305,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California Online Privacy Protection Act (CalOPPA) and draft California Online Privacy Protection Act (CalOPPA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with leginfo.legislature.ca.gov — Faces / Codes DisplaySection, then confirm that the reference is current and applicable. Inspect California Online Privacy Protection Act (CalOPPA) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California Online Privacy Protection Act (CalOPPA) and draft California Online Privacy Protection Act (CalOPPA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with leginfo.legislature.ca.gov \u2014 Faces / Codes DisplaySection, then confirm that the reference is current and applicable. Inspect California Online Privacy Protection Act (CalOPPA) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -14337,7 +14337,7 @@ ], "source_notes": [ { - "label": "leginfo.legislature.ca.gov — Faces / Codes DisplaySection", + "label": "leginfo.legislature.ca.gov \u2014 Faces / Codes DisplaySection", "url": "https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=BPC§ionNum=22575.", "used_for": "Legal, regulatory, standards, or agency reference for California Online Privacy Protection Act (CalOPPA) scope and source checks." } @@ -14494,10 +14494,10 @@ ], "landing_page": { "definition": "A free, open-source set of 15 Markdown files for triaging CAN-SPAM questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope CAN-SPAM questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is source-aware CAN-SPAM compliance brief. Start source review with U.S. Federal Trade Commission — Resources / Can Spam Act Compliance Guide Business.", + "summary": "Use this bundle to scope CAN-SPAM questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is source-aware CAN-SPAM compliance brief. Start source review with U.S. Federal Trade Commission \u2014 Resources / Can Spam Act Compliance Guide Business.", "meta_description": "Free CAN-SPAM Markdown bundle with workflows, source references, and source-aware CAN-SPAM compliance brief for use with AI assistants.", "social_summary": "CAN-SPAM: source-aware CAN-SPAM compliance brief, workflows, and review guidance", - "download_note": "15 Markdown files · 2,663 words · no signup · CC-BY-4.0", + "download_note": "15 Markdown files \u00b7 2,663 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing CAN-SPAM", "Teams working in cross-industry" @@ -14510,7 +14510,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess CAN-SPAM and draft source-aware CAN-SPAM compliance brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Federal Trade Commission — Resources / Can Spam Act Compliance Guide Business, then confirm that the reference is current and applicable. Inspect CAN-SPAM Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess CAN-SPAM and draft source-aware CAN-SPAM compliance brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Federal Trade Commission \u2014 Resources / Can Spam Act Compliance Guide Business, then confirm that the reference is current and applicable. Inspect CAN-SPAM Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -14549,22 +14549,22 @@ }, "source_notes": [ { - "label": "U.S. Federal Trade Commission — Resources / Can Spam Act Compliance Guide Business", + "label": "U.S. Federal Trade Commission \u2014 Resources / Can Spam Act Compliance Guide Business", "url": "https://www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business", "used_for": "Legal, regulatory, standards, or agency reference for CAN-SPAM scope and source checks." }, { - "label": "U.S. Federal Trade Commission — Rules / Can Spam Rule", + "label": "U.S. Federal Trade Commission \u2014 Rules / Can Spam Rule", "url": "https://www.ftc.gov/legal-library/browse/rules/can-spam-rule", "used_for": "Legal, regulatory, standards, or agency reference for CAN-SPAM scope and source checks." }, { - "label": "Electronic Code of Federal Regulations — Subchapter C / Part 316", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter C / Part 316", "url": "https://www.ecfr.gov/current/title-16/chapter-I/subchapter-C/part-316", "used_for": "Legal, regulatory, standards, or agency reference for CAN-SPAM scope and source checks." }, { - "label": "uscode.house.gov — View", + "label": "uscode.house.gov \u2014 View", "url": "https://uscode.house.gov/view.xhtml?edition=prelim&req=granuleid%3AUSC-prelim-title15-chapter103", "used_for": "Legal, regulatory, standards, or agency reference for CAN-SPAM scope and source checks." } @@ -14725,10 +14725,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging CAN-SPAM Act and Rule questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope CAN-SPAM Act and Rule questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is CAN-SPAM Act and Rule source-aware brief. Start source review with U.S. Federal Trade Commission — Resources / Can Spam Act Compliance Guide Business.", + "summary": "Use this bundle to scope CAN-SPAM Act and Rule questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is CAN-SPAM Act and Rule source-aware brief. Start source review with U.S. Federal Trade Commission \u2014 Resources / Can Spam Act Compliance Guide Business.", "meta_description": "Free CAN-SPAM Act and Rule Markdown bundle with workflows, source references, and cAN-SPAM Act and Rule source-aware brief for use with AI assistants.", "social_summary": "CAN-SPAM Act and Rule: cAN-SPAM Act and Rule source-aware brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,066 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,066 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing CAN-SPAM Act and Rule", "Teams working in Businesses marketing to or collecting personal information from US consumers" @@ -14741,7 +14741,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess CAN-SPAM Act and Rule and draft CAN-SPAM Act and Rule source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Federal Trade Commission — Resources / Can Spam Act Compliance Guide Business, then confirm that the reference is current and applicable. Inspect CAN-SPAM Act and Rule Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess CAN-SPAM Act and Rule and draft CAN-SPAM Act and Rule source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Federal Trade Commission \u2014 Resources / Can Spam Act Compliance Guide Business, then confirm that the reference is current and applicable. Inspect CAN-SPAM Act and Rule Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -14773,7 +14773,7 @@ ], "source_notes": [ { - "label": "U.S. Federal Trade Commission — Resources / Can Spam Act Compliance Guide Business", + "label": "U.S. Federal Trade Commission \u2014 Resources / Can Spam Act Compliance Guide Business", "url": "https://www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business", "used_for": "Legal, regulatory, standards, or agency reference for CAN-SPAM Act and Rule scope and source checks." } @@ -14928,10 +14928,10 @@ ], "landing_page": { "definition": "A free, open-source set of 11 Markdown files for triaging CCPA (California Consumer Privacy Act) questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope CCPA (California Consumer Privacy Act) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is source-aware CCPA compliance brief. Start source review with oag.ca.gov — Privacy / Ccpa.", + "summary": "Use this bundle to scope CCPA (California Consumer Privacy Act) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is source-aware CCPA compliance brief. Start source review with oag.ca.gov \u2014 Privacy / Ccpa.", "meta_description": "Free CCPA Markdown bundle with workflows, source references, and source-aware CCPA compliance brief for use with AI assistants.", "social_summary": "CCPA: source-aware CCPA compliance brief, workflows, and review guidance", - "download_note": "11 Markdown files · 2,043 words · no signup · CC-BY-4.0", + "download_note": "11 Markdown files \u00b7 2,043 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing CCPA (California Consumer Privacy Act)", "Teams working in cross-industry" @@ -14944,7 +14944,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess CCPA (California Consumer Privacy Act) and draft source-aware CCPA compliance brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with oag.ca.gov — Privacy / Ccpa, then confirm that the reference is current and applicable. Inspect CCPA Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess CCPA (California Consumer Privacy Act) and draft source-aware CCPA compliance brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with oag.ca.gov \u2014 Privacy / Ccpa, then confirm that the reference is current and applicable. Inspect CCPA Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -14976,17 +14976,17 @@ ], "source_notes": [ { - "label": "oag.ca.gov — Privacy / Ccpa", + "label": "oag.ca.gov \u2014 Privacy / Ccpa", "url": "https://oag.ca.gov/privacy/ccpa", "used_for": "Legal, regulatory, standards, or agency reference for CCPA scope and source checks." }, { - "label": "leginfo.legislature.ca.gov — Faces / Codes DisplayText", + "label": "leginfo.legislature.ca.gov \u2014 Faces / Codes DisplayText", "url": "https://leginfo.legislature.ca.gov/faces/codes_displayText.xhtml?division=3.&lawCode=CIV&part=4.&title=1.81.5", "used_for": "Legal, regulatory, standards, or agency reference for CCPA scope and source checks." }, { - "label": "cppa.ca.gov — Regulations", + "label": "cppa.ca.gov \u2014 Regulations", "url": "https://cppa.ca.gov/regulations/", "used_for": "Legal, regulatory, standards, or agency reference for CCPA scope and source checks." } @@ -15152,7 +15152,7 @@ "summary": "Use this bundle to scope California Consumer Privacy Act / CPRA Regulations (Cal. Code Regs. tit. 11) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is California Consumer Privacy Act / CPRA Regulations (Cal. Code Regs. tit. 11) source-aware brief.", "meta_description": "Free California Consumer Privacy Act / CPRA Regulations (Cal. Code Regs. tit. 11) Markdown bundle with workflows, source references, and california.", "social_summary": "California Consumer Privacy Act / CPRA Regulations (Cal. Code Regs. tit.", - "download_note": "10 Markdown files · 1,315 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,315 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing California Consumer Privacy Act / CPRA Regulations (Cal. Code Regs. tit. 11)", "Teams working in SaaS/technology vendors and public-facing digital services" @@ -15165,7 +15165,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California Consumer Privacy Act / CPRA Regulations (Cal. Code Regs. tit. 11) and draft California Consumer Privacy Act / CPRA Regulations (Cal. Code Regs. tit. 11) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cppa.ca.gov — Regulations / Consumer Privacy Act, then confirm that the reference is current and applicable. Inspect California Consumer Privacy Act / CPRA Regulations (Cal. Code Regs. tit. 11) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California Consumer Privacy Act / CPRA Regulations (Cal. Code Regs. tit. 11) and draft California Consumer Privacy Act / CPRA Regulations (Cal. Code Regs. tit. 11) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cppa.ca.gov \u2014 Regulations / Consumer Privacy Act, then confirm that the reference is current and applicable. Inspect California Consumer Privacy Act / CPRA Regulations (Cal. Code Regs. tit. 11) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -15197,7 +15197,7 @@ ], "source_notes": [ { - "label": "cppa.ca.gov — Regulations / Consumer Privacy Act", + "label": "cppa.ca.gov \u2014 Regulations / Consumer Privacy Act", "url": "https://cppa.ca.gov/regulations/consumer_privacy_act.html", "used_for": "Legal, regulatory, standards, or agency reference for California Consumer Privacy Act / CPRA Regulations (Cal. Code Regs. tit. 11) scope and source checks." } @@ -15363,7 +15363,7 @@ "summary": "Use this bundle to scope California Consumer Privacy Act / CPRA Core Compliance Framework questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is California Consumer Privacy Act / CPRA Core Compliance Framework source-aware brief. Start source review with oag.ca.", "meta_description": "Free California Consumer Privacy Act / CPRA Core Compliance Framework Markdown bundle with workflows, source references, and california Consumer Privacy.", "social_summary": "California Consumer Privacy Act / CPRA Core Compliance Framework: california Consumer Privacy Act / CPRA.", - "download_note": "10 Markdown files · 1,316 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,316 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing California Consumer Privacy Act / CPRA Core Compliance Framework", "Teams working in Businesses marketing to or collecting personal information from US consumers" @@ -15376,7 +15376,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California Consumer Privacy Act / CPRA Core Compliance Framework and draft California Consumer Privacy Act / CPRA Core Compliance Framework source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with oag.ca.gov — Privacy / Ccpa, then confirm that the reference is current and applicable. Inspect California Consumer Privacy Act / CPRA Core Compliance Framework Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess California Consumer Privacy Act / CPRA Core Compliance Framework and draft California Consumer Privacy Act / CPRA Core Compliance Framework source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with oag.ca.gov \u2014 Privacy / Ccpa, then confirm that the reference is current and applicable. Inspect California Consumer Privacy Act / CPRA Core Compliance Framework Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -15408,7 +15408,7 @@ ], "source_notes": [ { - "label": "oag.ca.gov — Privacy / Ccpa", + "label": "oag.ca.gov \u2014 Privacy / Ccpa", "url": "https://www.oag.ca.gov/privacy/ccpa", "used_for": "Legal, regulatory, standards, or agency reference for California Consumer Privacy Act / CPRA Core Compliance Framework scope and source checks." } @@ -15573,7 +15573,7 @@ "summary": "Use this bundle to scope Census Bureau Annual Integrated Economic Survey (and Legacy Predecessor Surveys) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Census Bureau Annual Integrated Economic Survey (and Legacy Predecessor Surveys) source-aware brief.", "meta_description": "Free Census Bureau Annual Integrated Economic Survey (and Legacy Predecessor Surveys) Markdown bundle with workflows, source references, and census Bureau.", "social_summary": "Census Bureau Annual Integrated Economic Survey (and Legacy Predecessor Surveys): census Bureau Annual.", - "download_note": "10 Markdown files · 1,211 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,211 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Census Bureau Annual Integrated Economic Survey (and Legacy Predecessor Surveys)", "Teams working in Public companies (SEC-reporting) and quality-managed manufacturers" @@ -15586,7 +15586,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Census Bureau Annual Integrated Economic Survey (and Legacy Predecessor Surveys) and draft Census Bureau Annual Integrated Economic Survey (and Legacy Predecessor Surveys) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with census.gov — Aies / About, then confirm that the reference is current and applicable. Inspect Census Bureau Annual Integrated Economic Survey (and Legacy Predecessor Surveys) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Census Bureau Annual Integrated Economic Survey (and Legacy Predecessor Surveys) and draft Census Bureau Annual Integrated Economic Survey (and Legacy Predecessor Surveys) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with census.gov \u2014 Aies / About, then confirm that the reference is current and applicable. Inspect Census Bureau Annual Integrated Economic Survey (and Legacy Predecessor Surveys) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -15618,7 +15618,7 @@ ], "source_notes": [ { - "label": "census.gov — Aies / About", + "label": "census.gov \u2014 Aies / About", "url": "https://www.census.gov/programs-surveys/aies/about.html", "used_for": "Legal, regulatory, standards, or agency reference for Census Bureau Annual Integrated Economic Survey (and Legacy Predecessor Surveys) scope and source checks." } @@ -15782,7 +15782,7 @@ "summary": "Use this bundle to scope Census Title 13 Confidentiality and Data Stewardship Obligations questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Census Title 13 Confidentiality and Data Stewardship Obligations source-aware brief. Start source review with census.", "meta_description": "Free Census Title 13 Confidentiality and Data Stewardship Obligations Markdown bundle with workflows, source references, and census Title 13.", "social_summary": "Census Title 13 Confidentiality and Data Stewardship Obligations: census Title 13 Confidentiality and.", - "download_note": "10 Markdown files · 1,140 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,140 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Census Title 13 Confidentiality and Data Stewardship Obligations", "Teams working in Public companies (SEC-reporting) and quality-managed manufacturers" @@ -15795,7 +15795,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Census Title 13 Confidentiality and Data Stewardship Obligations and draft Census Title 13 Confidentiality and Data Stewardship Obligations source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with census.gov — Data Stewardship / Title 13 Protection Of Confidential Information, then confirm that the reference is current and applicable. Inspect Census Title 13 Confidentiality and Data Stewardship Obligations Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Census Title 13 Confidentiality and Data Stewardship Obligations and draft Census Title 13 Confidentiality and Data Stewardship Obligations source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with census.gov \u2014 Data Stewardship / Title 13 Protection Of Confidential Information, then confirm that the reference is current and applicable. Inspect Census Title 13 Confidentiality and Data Stewardship Obligations Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -15827,7 +15827,7 @@ ], "source_notes": [ { - "label": "census.gov — Data Stewardship / Title 13 Protection Of Confidential Information", + "label": "census.gov \u2014 Data Stewardship / Title 13 Protection Of Confidential Information", "url": "https://www.census.gov/about/policies/privacy/data_stewardship/title_13_-_protection_of_confidential_information.html", "used_for": "Legal, regulatory, standards, or agency reference for Census Title 13 Confidentiality and Data Stewardship Obligations scope and source checks." } @@ -15991,7 +15991,7 @@ "summary": "Use this bundle to scope Census Bureau Economic Census (Manufacturing Sector) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Census Bureau Economic Census (Manufacturing Sector) source-aware brief.", "meta_description": "Free Census Bureau Economic Census (Manufacturing Sector) Markdown bundle with workflows, source references, and census Bureau Economic Census.", "social_summary": "Census Bureau Economic Census (Manufacturing Sector): census Bureau Economic Census (Manufacturing.", - "download_note": "10 Markdown files · 1,095 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,095 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Census Bureau Economic Census (Manufacturing Sector)", "Teams working in Public companies (SEC-reporting) and quality-managed manufacturers" @@ -16004,7 +16004,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Census Bureau Economic Census (Manufacturing Sector) and draft Census Bureau Economic Census (Manufacturing Sector) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with census.gov — Economic Census / About, then confirm that the reference is current and applicable. Inspect Census Bureau Economic Census (Manufacturing Sector) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Census Bureau Economic Census (Manufacturing Sector) and draft Census Bureau Economic Census (Manufacturing Sector) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with census.gov \u2014 Economic Census / About, then confirm that the reference is current and applicable. Inspect Census Bureau Economic Census (Manufacturing Sector) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -16036,7 +16036,7 @@ ], "source_notes": [ { - "label": "census.gov — Economic Census / About", + "label": "census.gov \u2014 Economic Census / About", "url": "https://www.census.gov/programs-surveys/economic-census/about.html", "used_for": "Legal, regulatory, standards, or agency reference for Census Bureau Economic Census (Manufacturing Sector) scope and source checks." } @@ -16200,7 +16200,7 @@ "summary": "Use this bundle to scope Census Bureau Electronic Export Information Filing (AES) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Census Bureau Electronic Export Information Filing (AES) source-aware brief.", "meta_description": "Free Census Bureau Electronic Export Information Filing (AES) Markdown bundle with workflows, source references, and census Bureau Electronic Export.", "social_summary": "Census Bureau Electronic Export Information Filing (AES): census Bureau Electronic Export Information.", - "download_note": "10 Markdown files · 1,115 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,115 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Census Bureau Electronic Export Information Filing (AES)", "Teams working in Public companies (SEC-reporting) and quality-managed manufacturers" @@ -16213,7 +16213,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Census Bureau Electronic Export Information Filing (AES) and draft Census Bureau Electronic Export Information Filing (AES) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with census.gov — Foreign Trade / Aes, then confirm that the reference is current and applicable. Inspect Census Bureau Electronic Export Information Filing (AES) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Census Bureau Electronic Export Information Filing (AES) and draft Census Bureau Electronic Export Information Filing (AES) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with census.gov \u2014 Foreign Trade / Aes, then confirm that the reference is current and applicable. Inspect Census Bureau Electronic Export Information Filing (AES) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -16245,7 +16245,7 @@ ], "source_notes": [ { - "label": "census.gov — Foreign Trade / Aes", + "label": "census.gov \u2014 Foreign Trade / Aes", "url": "https://www.census.gov/foreign-trade/aes/index.html", "used_for": "Legal, regulatory, standards, or agency reference for Census Bureau Electronic Export Information Filing (AES) scope and source checks." } @@ -16409,7 +16409,7 @@ "summary": "Use this bundle to scope Census/EIA Manufacturing Energy Consumption Survey questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Census/EIA Manufacturing Energy Consumption Survey source-aware brief.", "meta_description": "Free Census/EIA Manufacturing Energy Consumption Survey Markdown bundle with workflows, source references, and census/EIA Manufacturing Energy Consumption.", "social_summary": "Census/EIA Manufacturing Energy Consumption Survey: census/EIA Manufacturing Energy Consumption Survey.", - "download_note": "10 Markdown files · 1,085 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,085 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Census/EIA Manufacturing Energy Consumption Survey", "Teams working in Public companies (SEC-reporting) and quality-managed manufacturers" @@ -16422,7 +16422,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Census/EIA Manufacturing Energy Consumption Survey and draft Census/EIA Manufacturing Energy Consumption Survey source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with eia.gov — Manufacturing / About.php, then confirm that the reference is current and applicable. Inspect Census/EIA Manufacturing Energy Consumption Survey Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Census/EIA Manufacturing Energy Consumption Survey and draft Census/EIA Manufacturing Energy Consumption Survey source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with eia.gov \u2014 Manufacturing / About.php, then confirm that the reference is current and applicable. Inspect Census/EIA Manufacturing Energy Consumption Survey Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -16454,7 +16454,7 @@ ], "source_notes": [ { - "label": "eia.gov — Manufacturing / About.php", + "label": "eia.gov \u2014 Manufacturing / About.php", "url": "https://www.eia.gov/consumption/manufacturing/about.php", "used_for": "Legal, regulatory, standards, or agency reference for Census/EIA Manufacturing Energy Consumption Survey scope and source checks." } @@ -16618,7 +16618,7 @@ "summary": "Use this bundle to scope Census Bureau Quarterly Survey of Plant Capacity Utilization questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Census Bureau Quarterly Survey of Plant Capacity Utilization source-aware brief.", "meta_description": "Free Census Bureau Quarterly Survey of Plant Capacity Utilization Markdown bundle with workflows, source references, and census Bureau Quarterly Survey of.", "social_summary": "Census Bureau Quarterly Survey of Plant Capacity Utilization: census Bureau Quarterly Survey of Plant.", - "download_note": "10 Markdown files · 1,149 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,149 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Census Bureau Quarterly Survey of Plant Capacity Utilization", "Teams working in Public companies (SEC-reporting) and quality-managed manufacturers" @@ -16631,7 +16631,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Census Bureau Quarterly Survey of Plant Capacity Utilization and draft Census Bureau Quarterly Survey of Plant Capacity Utilization source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with census.gov — Qpc / About, then confirm that the reference is current and applicable. Inspect Census Bureau Quarterly Survey of Plant Capacity Utilization Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Census Bureau Quarterly Survey of Plant Capacity Utilization and draft Census Bureau Quarterly Survey of Plant Capacity Utilization source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with census.gov \u2014 Qpc / About, then confirm that the reference is current and applicable. Inspect Census Bureau Quarterly Survey of Plant Capacity Utilization Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -16663,7 +16663,7 @@ ], "source_notes": [ { - "label": "census.gov — Qpc / About", + "label": "census.gov \u2014 Qpc / About", "url": "https://www.census.gov/programs-surveys/qpc/about.html", "used_for": "Legal, regulatory, standards, or agency reference for Census Bureau Quarterly Survey of Plant Capacity Utilization scope and source checks." } @@ -16827,7 +16827,7 @@ "summary": "Use this bundle to scope CFPB Consumer Complaint Program Response questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is CFPB Consumer Complaint Program Response source-aware brief.", "meta_description": "Free CFPB Consumer Complaint Program Response Markdown bundle with workflows, source references, and cFPB Consumer Complaint Program Response source-aware.", "social_summary": "CFPB Consumer Complaint Program Response: cFPB Consumer Complaint Program Response source-aware brief.", - "download_note": "10 Markdown files · 1,059 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,059 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing CFPB Consumer Complaint Program Response", "Teams working in Banks, depository institutions, and bank holding companies" @@ -16840,7 +16840,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess CFPB Consumer Complaint Program Response and draft CFPB Consumer Complaint Program Response source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with consumerfinance.gov — Consumer Complaint Program / Company Process, then confirm that the reference is current and applicable. Inspect CFPB Consumer Complaint Program Response Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess CFPB Consumer Complaint Program Response and draft CFPB Consumer Complaint Program Response source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with consumerfinance.gov \u2014 Consumer Complaint Program / Company Process, then confirm that the reference is current and applicable. Inspect CFPB Consumer Complaint Program Response Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -16872,7 +16872,7 @@ ], "source_notes": [ { - "label": "consumerfinance.gov — Consumer Complaint Program / Company Process", + "label": "consumerfinance.gov \u2014 Consumer Complaint Program / Company Process", "url": "https://www.consumerfinance.gov/compliance/consumer-complaint-program/company-process/", "used_for": "Legal, regulatory, standards, or agency reference for CFPB Consumer Complaint Program Response scope and source checks." } @@ -17037,7 +17037,7 @@ "summary": "Use this bundle to scope CFPB Supervision for Institutions Over $10 Billion questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is CFPB Supervision for Institutions Over $10 Billion source-aware brief.", "meta_description": "Free CFPB Supervision for Institutions Over $10 Billion Markdown bundle with workflows, source references, and cFPB Supervision for Institutions Over $10.", "social_summary": "CFPB Supervision for Institutions Over $10 Billion: cFPB Supervision for Institutions Over $10 Billion.", - "download_note": "10 Markdown files · 1,108 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,108 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing CFPB Supervision for Institutions Over $10 Billion", "Teams working in Banks, depository institutions, and bank holding companies" @@ -17050,7 +17050,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess CFPB Supervision for Institutions Over $10 Billion and draft CFPB Supervision for Institutions Over $10 Billion source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with consumerfinance.gov — Supervision Examinations / Institutions, then confirm that the reference is current and applicable. Inspect CFPB Supervision for Institutions Over $10 Billion Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess CFPB Supervision for Institutions Over $10 Billion and draft CFPB Supervision for Institutions Over $10 Billion source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with consumerfinance.gov \u2014 Supervision Examinations / Institutions, then confirm that the reference is current and applicable. Inspect CFPB Supervision for Institutions Over $10 Billion Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -17082,7 +17082,7 @@ ], "source_notes": [ { - "label": "consumerfinance.gov — Supervision Examinations / Institutions", + "label": "consumerfinance.gov \u2014 Supervision Examinations / Institutions", "url": "https://www.consumerfinance.gov/compliance/supervision-examinations/institutions/", "used_for": "Legal, regulatory, standards, or agency reference for CFPB Supervision for Institutions Over $10 Billion scope and source checks." } @@ -17244,10 +17244,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging Change in Bank Control Act Notice questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Change in Bank Control Act Notice questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Change in Bank Control Act Notice source-aware brief. Start source review with Electronic Code of Federal Regulations — Part 225 / Subpart E.", + "summary": "Use this bundle to scope Change in Bank Control Act Notice questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Change in Bank Control Act Notice source-aware brief. Start source review with Electronic Code of Federal Regulations \u2014 Part 225 / Subpart E.", "meta_description": "Free Change in Bank Control Act Notice Markdown bundle with workflows, source references, and change in Bank Control Act Notice source-aware brief for use.", "social_summary": "Change in Bank Control Act Notice: change in Bank Control Act Notice source-aware brief, workflows, and.", - "download_note": "10 Markdown files · 1,119 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,119 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Change in Bank Control Act Notice", "Teams working in Banks, depository institutions, and bank holding companies" @@ -17260,7 +17260,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Change in Bank Control Act Notice and draft Change in Bank Control Act Notice source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Part 225 / Subpart E, then confirm that the reference is current and applicable. Inspect Change in Bank Control Act Notice Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Change in Bank Control Act Notice and draft Change in Bank Control Act Notice source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Part 225 / Subpart E, then confirm that the reference is current and applicable. Inspect Change in Bank Control Act Notice Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -17292,7 +17292,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Part 225 / Subpart E", + "label": "Electronic Code of Federal Regulations \u2014 Part 225 / Subpart E", "url": "https://www.ecfr.gov/current/title-12/chapter-II/subchapter-A/part-225/subpart-E", "used_for": "Legal, regulatory, standards, or agency reference for Change in Bank Control Act Notice scope and source checks." } @@ -17476,7 +17476,7 @@ "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Chief Information Security Officer (CISO) role.", "meta_description": "Free Chief Information Security Officer (CISO) Markdown bundle with workflows, source references, and security governance decision brief for use with AI.", "social_summary": "Chief Information Security Officer (CISO): security governance decision brief, workflows, and review.", - "download_note": "10 Markdown files · 1,242 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,242 words \u00b7 no signup \u00b7 CC-BY-4.0", "featured_contents": [ { "type": "Role guide", @@ -17505,17 +17505,17 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 1212.00", + "label": "O*NET OnLine \u2014 Summary / 15 1212.00", "url": "https://www.onetonline.org/link/summary/15-1212.00", "used_for": "Role or occupation reference for Chief Information Security Officer (CISO) scope and source checks." }, { - "label": "bls.gov — Computer and information technology / information security analysts.htm", + "label": "bls.gov \u2014 Computer and information technology / information security analysts.htm", "url": "https://www.bls.gov/ooh/computer-and-information-technology/information-security-analysts.htm", "used_for": "Role or occupation reference for Chief Information Security Officer (CISO) scope and source checks." }, { - "label": "NIST — Cyberframework", + "label": "NIST \u2014 Cyberframework", "url": "https://www.nist.gov/cyberframework", "used_for": "Role or occupation reference for Chief Information Security Officer (CISO) scope and source checks." } @@ -17672,7 +17672,7 @@ "summary": "Use this bundle to scope Cyber Incident Reporting for Critical Infrastructure Act (CIRCIA) Rulemaking questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Cyber Incident Reporting for Critical Infrastructure Act (CIRCIA) Rulemaking source-aware brief.", "meta_description": "Free Cyber Incident Reporting for Critical Infrastructure Act (CIRCIA) Rulemaking Markdown bundle with workflows, source references, and cyber Incident.", "social_summary": "Cyber Incident Reporting for Critical Infrastructure Act (CIRCIA) Rulemaking: cyber Incident Reporting.", - "download_note": "10 Markdown files · 1,218 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,218 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Cyber Incident Reporting for Critical Infrastructure Act (CIRCIA) Rulemaking", "Teams working in SaaS/technology vendors and public-facing digital services" @@ -17685,7 +17685,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Cyber Incident Reporting for Critical Infrastructure Act (CIRCIA) Rulemaking and draft Cyber Incident Reporting for Critical Infrastructure Act (CIRCIA) Rulemaking source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with federalregister.gov — 2026 02948 / Cyber Incident Reporting For Critical Infrastructure Act Circia Rulemaking Town Hall Meetings, then confirm that the reference is current and applicable. Inspect Cyber Incident Reporting for Critical Infrastructure Act (CIRCIA) Rulemaking Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Cyber Incident Reporting for Critical Infrastructure Act (CIRCIA) Rulemaking and draft Cyber Incident Reporting for Critical Infrastructure Act (CIRCIA) Rulemaking source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with federalregister.gov \u2014 2026 02948 / Cyber Incident Reporting For Critical Infrastructure Act Circia Rulemaking Town Hall Meetings, then confirm that the reference is current and applicable. Inspect Cyber Incident Reporting for Critical Infrastructure Act (CIRCIA) Rulemaking Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -17717,7 +17717,7 @@ ], "source_notes": [ { - "label": "federalregister.gov — 2026 02948 / Cyber Incident Reporting For Critical Infrastructure Act Circia Rulemaking Town Hall Meetings", + "label": "federalregister.gov \u2014 2026 02948 / Cyber Incident Reporting For Critical Infrastructure Act Circia Rulemaking Town Hall Meetings", "url": "https://www.federalregister.gov/documents/2026/02/13/2026-02948/cyber-incident-reporting-for-critical-infrastructure-act-circia-rulemaking-town-hall-meetings", "used_for": "Legal, regulatory, standards, or agency reference for Cyber Incident Reporting for Critical Infrastructure Act (CIRCIA) Rulemaking scope and source checks." } @@ -17881,7 +17881,7 @@ "summary": "Use this bundle to scope Secure Software Development Attestation Requirement (EO 14028 / OMB M-22-18) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Secure Software Development Attestation Requirement (EO 14028 / OMB M-22-18) source-aware brief.", "meta_description": "Free Secure Software Development Attestation Requirement (EO 14028 / OMB M-22-18) Markdown bundle with workflows, source references, and secure Software.", "social_summary": "Secure Software Development Attestation Requirement (EO 14028 / OMB M-22-18): secure Software.", - "download_note": "10 Markdown files · 1,165 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,165 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Secure Software Development Attestation Requirement (EO 14028 / OMB M-22-18)", "Teams working in SaaS/technology vendors and public-facing digital services" @@ -17894,7 +17894,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Secure Software Development Attestation Requirement (EO 14028 / OMB M-22-18) and draft Secure Software Development Attestation Requirement (EO 14028 / OMB M-22-18) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cisa.gov — 2023 11 / Secure Software Development Attestation Form 508c, then confirm that the reference is current and applicable. Inspect Secure Software Development Attestation Requirement (EO 14028 / OMB M-22-18) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Secure Software Development Attestation Requirement (EO 14028 / OMB M-22-18) and draft Secure Software Development Attestation Requirement (EO 14028 / OMB M-22-18) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cisa.gov \u2014 2023 11 / Secure Software Development Attestation Form 508c, then confirm that the reference is current and applicable. Inspect Secure Software Development Attestation Requirement (EO 14028 / OMB M-22-18) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -17926,7 +17926,7 @@ ], "source_notes": [ { - "label": "cisa.gov — 2023 11 / Secure Software Development Attestation Form 508c", + "label": "cisa.gov \u2014 2023 11 / Secure Software Development Attestation Form 508c", "url": "https://www.cisa.gov/sites/default/files/2023-11/Secure%20Software%20Development%20Attestation%20Form_508c.pdf", "used_for": "Legal, regulatory, standards, or agency reference for Secure Software Development Attestation Requirement (EO 14028 / OMB M-22-18) scope and source checks." } @@ -18090,7 +18090,7 @@ "summary": "Use this bundle to scope CISA Voluntary Cyber Incident Reporting and Secure-by-Design Initiatives questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is CISA Voluntary Cyber Incident Reporting and Secure-by-Design Initiatives source-aware brief.", "meta_description": "Free CISA Voluntary Cyber Incident Reporting and Secure-by-Design Initiatives Markdown bundle with workflows, source references, and cISA Voluntary Cyber.", "social_summary": "CISA Voluntary Cyber Incident Reporting and Secure-by-Design Initiatives: cISA Voluntary Cyber Incident.", - "download_note": "10 Markdown files · 1,150 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,150 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing CISA Voluntary Cyber Incident Reporting and Secure-by-Design Initiatives", "Teams working in SaaS/technology vendors and public-facing digital services" @@ -18103,7 +18103,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess CISA Voluntary Cyber Incident Reporting and Secure-by-Design Initiatives and draft CISA Voluntary Cyber Incident Reporting and Secure-by-Design Initiatives source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cisa.gov — Cyber Incident Reporting Critical Infrastructure Act 2022 Circia / Voluntary Cyber Incident Reporting, then confirm that the reference is current and applicable. Inspect CISA Voluntary Cyber Incident Reporting and Secure-by-Design Initiatives Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess CISA Voluntary Cyber Incident Reporting and Secure-by-Design Initiatives and draft CISA Voluntary Cyber Incident Reporting and Secure-by-Design Initiatives source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cisa.gov \u2014 Cyber Incident Reporting Critical Infrastructure Act 2022 Circia / Voluntary Cyber Incident Reporting, then confirm that the reference is current and applicable. Inspect CISA Voluntary Cyber Incident Reporting and Secure-by-Design Initiatives Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -18135,7 +18135,7 @@ ], "source_notes": [ { - "label": "cisa.gov — Cyber Incident Reporting Critical Infrastructure Act 2022 Circia / Voluntary Cyber Incident Reporting", + "label": "cisa.gov \u2014 Cyber Incident Reporting Critical Infrastructure Act 2022 Circia / Voluntary Cyber Incident Reporting", "url": "https://www.cisa.gov/securebydesign/pledge ; https://www.cisa.gov/topics/cyber-threats-and-advisories/information-sharing/cyber-incident-reporting-critical-infrastructure-act-2022-circia/voluntary-cyber-incident-reporting", "used_for": "Legal, regulatory, standards, or agency reference for CISA Voluntary Cyber Incident Reporting and Secure-by-Design Initiatives scope and source checks." } @@ -18298,7 +18298,7 @@ "summary": "Use this bundle to scope Clinical Laboratory Improvement Amendments (CLIA) Certification questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Clinical Laboratory Improvement Amendments (CLIA) Certification source-aware brief.", "meta_description": "Free Clinical Laboratory Improvement Amendments (CLIA) Certification Markdown bundle with workflows, source references, and clinical Laboratory Improvement.", "social_summary": "Clinical Laboratory Improvement Amendments (CLIA) Certification: clinical Laboratory Improvement.", - "download_note": "10 Markdown files · 1,092 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,092 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Clinical Laboratory Improvement Amendments (CLIA) Certification", "Teams working in Healthcare providers and health plans (HIPAA covered entities and business associates)" @@ -18311,7 +18311,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Clinical Laboratory Improvement Amendments (CLIA) Certification and draft Clinical Laboratory Improvement Amendments (CLIA) Certification source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cms.gov — Quality / Clinical Laboratory Improvement Amendments, then confirm that the reference is current and applicable. Inspect Clinical Laboratory Improvement Amendments (CLIA) Certification Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Clinical Laboratory Improvement Amendments (CLIA) Certification and draft Clinical Laboratory Improvement Amendments (CLIA) Certification source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cms.gov \u2014 Quality / Clinical Laboratory Improvement Amendments, then confirm that the reference is current and applicable. Inspect Clinical Laboratory Improvement Amendments (CLIA) Certification Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -18343,7 +18343,7 @@ ], "source_notes": [ { - "label": "cms.gov — Quality / Clinical Laboratory Improvement Amendments", + "label": "cms.gov \u2014 Quality / Clinical Laboratory Improvement Amendments", "url": "https://www.cms.gov/medicare/quality/clinical-laboratory-improvement-amendments", "used_for": "Legal, regulatory, standards, or agency reference for Clinical Laboratory Improvement Amendments (CLIA) Certification scope and source checks." } @@ -18500,10 +18500,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Cloud Engineer role.", - "summary": "Use this bundle to plan and review Cloud Engineer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, a template, and a quality rubric; the intended output is cloud engineering change brief. Start source review with O*NET OnLine — Summary / 15 1252.00.", + "summary": "Use this bundle to plan and review Cloud Engineer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, a template, and a quality rubric; the intended output is cloud engineering change brief. Start source review with O*NET OnLine \u2014 Summary / 15 1252.00.", "meta_description": "Free Cloud Engineer Markdown bundle with workflows, source references, and cloud engineering change brief for use with AI assistants.", "social_summary": "Cloud Engineer: cloud engineering change brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,187 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,187 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Cloud Engineer work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry" @@ -18516,7 +18516,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Cloud Engineer work by producing cloud engineering change brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 15 1252.00, then confirm that the reference is current and applicable. Inspect Cloud Engineer Role before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Cloud Engineer work by producing cloud engineering change brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 15 1252.00, then confirm that the reference is current and applicable. Inspect Cloud Engineer Role before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -18548,17 +18548,17 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 1252.00", + "label": "O*NET OnLine \u2014 Summary / 15 1252.00", "url": "https://www.onetonline.org/link/summary/15-1252.00", "used_for": "Role or occupation reference for Cloud Engineer scope and source checks." }, { - "label": "O*NET OnLine — Summary / 15 1212.00", + "label": "O*NET OnLine \u2014 Summary / 15 1212.00", "url": "https://www.onetonline.org/link/summary/15-1212.00", "used_for": "Role or occupation reference for Cloud Engineer scope and source checks." }, { - "label": "NIST — Cyberframework", + "label": "NIST \u2014 Cyberframework", "url": "https://www.nist.gov/cyberframework", "used_for": "Role or occupation reference for Cloud Engineer scope and source checks." } @@ -18712,7 +18712,7 @@ "summary": "Use this bundle to scope CMS Interoperability and Prior Authorization APIs (CMS-0057-F) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is CMS Interoperability and Prior Authorization APIs (CMS-0057-F) source-aware brief.", "meta_description": "Free CMS Interoperability and Prior Authorization APIs (CMS-0057-F) Markdown bundle with workflows, source references, and cMS Interoperability and Prior.", "social_summary": "CMS Interoperability and Prior Authorization APIs (CMS-0057-F): cMS Interoperability and Prior.", - "download_note": "10 Markdown files · 1,117 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,117 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing CMS Interoperability and Prior Authorization APIs (CMS-0057-F)", "Teams working in Healthcare providers and health plans (HIPAA covered entities and business associates)" @@ -18725,7 +18725,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess CMS Interoperability and Prior Authorization APIs (CMS-0057-F) and draft CMS Interoperability and Prior Authorization APIs (CMS-0057-F) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cms.gov — Fact Sheets / Cms Interoperability Prior Authorization Final Rule Cms 0057 F, then confirm that the reference is current and applicable. Inspect CMS Interoperability and Prior Authorization APIs (CMS-0057-F) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess CMS Interoperability and Prior Authorization APIs (CMS-0057-F) and draft CMS Interoperability and Prior Authorization APIs (CMS-0057-F) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cms.gov \u2014 Fact Sheets / Cms Interoperability Prior Authorization Final Rule Cms 0057 F, then confirm that the reference is current and applicable. Inspect CMS Interoperability and Prior Authorization APIs (CMS-0057-F) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -18757,7 +18757,7 @@ ], "source_notes": [ { - "label": "cms.gov — Fact Sheets / Cms Interoperability Prior Authorization Final Rule Cms 0057 F", + "label": "cms.gov \u2014 Fact Sheets / Cms Interoperability Prior Authorization Final Rule Cms 0057 F", "url": "https://www.cms.gov/newsroom/fact-sheets/cms-interoperability-prior-authorization-final-rule-cms-0057-f", "used_for": "Legal, regulatory, standards, or agency reference for CMS Interoperability and Prior Authorization APIs (CMS-0057-F) scope and source checks." } @@ -18923,7 +18923,7 @@ "summary": "Use this bundle to scope Colorado Privacy Act (CPA) and Implementing Rules questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Colorado Privacy Act (CPA) and Implementing Rules source-aware brief.", "meta_description": "Free Colorado Privacy Act (CPA) and Implementing Rules Markdown bundle with workflows, source references, and colorado Privacy Act (CPA) and Implementing.", "social_summary": "Colorado Privacy Act (CPA) and Implementing Rules: colorado Privacy Act (CPA) and Implementing Rules.", - "download_note": "10 Markdown files · 1,209 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,209 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Colorado Privacy Act (CPA) and Implementing Rules", "Teams working in Businesses marketing to or collecting personal information from US consumers" @@ -18936,7 +18936,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Colorado Privacy Act (CPA) and Implementing Rules and draft Colorado Privacy Act (CPA) and Implementing Rules source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with coag.gov — Resources / Colorado Privacy Act, then confirm that the reference is current and applicable. Inspect Colorado Privacy Act (CPA) and Implementing Rules Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Colorado Privacy Act (CPA) and Implementing Rules and draft Colorado Privacy Act (CPA) and Implementing Rules source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with coag.gov \u2014 Resources / Colorado Privacy Act, then confirm that the reference is current and applicable. Inspect Colorado Privacy Act (CPA) and Implementing Rules Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -18968,7 +18968,7 @@ ], "source_notes": [ { - "label": "coag.gov — Resources / Colorado Privacy Act", + "label": "coag.gov \u2014 Resources / Colorado Privacy Act", "url": "https://coag.gov/resources/colorado-privacy-act/", "used_for": "Legal, regulatory, standards, or agency reference for Colorado Privacy Act (CPA) and Implementing Rules scope and source checks." } @@ -19133,7 +19133,7 @@ "summary": "Use this bundle to scope Authorised Corporate Service Provider Registration (ECCTA 2023) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Authorised Corporate Service Provider Registration (ECCTA 2023) source-aware brief.", "meta_description": "Free Authorised Corporate Service Provider Registration (ECCTA 2023) Markdown bundle with workflows, source references, and authorised Corporate Service.", "social_summary": "Authorised Corporate Service Provider Registration (ECCTA 2023): authorised Corporate Service Provider.", - "download_note": "10 Markdown files · 1,114 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,114 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Authorised Corporate Service Provider Registration (ECCTA 2023)", "Teams working in Large commercial organisations and their supply chains" @@ -19146,7 +19146,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Authorised Corporate Service Provider Registration (ECCTA 2023) and draft Authorised Corporate Service Provider Registration (ECCTA 2023) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with GOV.UK — Guidance / Register As A Companies House Authorised Agent, then confirm that the reference is current and applicable. Inspect Authorised Corporate Service Provider Registration (ECCTA 2023) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Authorised Corporate Service Provider Registration (ECCTA 2023) and draft Authorised Corporate Service Provider Registration (ECCTA 2023) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with GOV.UK \u2014 Guidance / Register As A Companies House Authorised Agent, then confirm that the reference is current and applicable. Inspect Authorised Corporate Service Provider Registration (ECCTA 2023) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -19178,7 +19178,7 @@ ], "source_notes": [ { - "label": "GOV.UK — Guidance / Register As A Companies House Authorised Agent", + "label": "GOV.UK \u2014 Guidance / Register As A Companies House Authorised Agent", "url": "https://www.gov.uk/guidance/register-as-a-companies-house-authorised-agent", "used_for": "Legal, regulatory, standards, or agency reference for Authorised Corporate Service Provider Registration (ECCTA 2023) scope and source checks." } @@ -19339,10 +19339,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging Annual Accounts Filing (Companies Act 2006, Part 15) questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Annual Accounts Filing (Companies Act 2006, Part 15) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Annual Accounts Filing (Companies Act 2006, Part 15) source-aware brief. Start source review with UK Legislation — Section / 441.", + "summary": "Use this bundle to scope Annual Accounts Filing (Companies Act 2006, Part 15) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Annual Accounts Filing (Companies Act 2006, Part 15) source-aware brief. Start source review with UK Legislation \u2014 Section / 441.", "meta_description": "Free Annual Accounts Filing (Companies Act 2006, Part 15) Markdown bundle with workflows, source references, and annual Accounts Filing (Companies Act.", "social_summary": "Annual Accounts Filing (Companies Act 2006, Part 15): annual Accounts Filing (Companies Act 2006, Part.", - "download_note": "10 Markdown files · 1,178 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,178 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Annual Accounts Filing (Companies Act 2006, Part 15)", "Teams working in Large commercial organisations and their supply chains" @@ -19355,7 +19355,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Annual Accounts Filing (Companies Act 2006, Part 15) and draft Annual Accounts Filing (Companies Act 2006, Part 15) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with UK Legislation — Section / 441, then confirm that the reference is current and applicable. Inspect Annual Accounts Filing (Companies Act 2006, Part 15) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Annual Accounts Filing (Companies Act 2006, Part 15) and draft Annual Accounts Filing (Companies Act 2006, Part 15) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with UK Legislation \u2014 Section / 441, then confirm that the reference is current and applicable. Inspect Annual Accounts Filing (Companies Act 2006, Part 15) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -19387,7 +19387,7 @@ ], "source_notes": [ { - "label": "UK Legislation — Section / 441", + "label": "UK Legislation \u2014 Section / 441", "url": "https://www.legislation.gov.uk/ukpga/2006/46/section/441", "used_for": "Legal, regulatory, standards, or agency reference for Annual Accounts Filing (Companies Act 2006, Part 15) scope and source checks." } @@ -19551,7 +19551,7 @@ "summary": "Use this bundle to scope Audit and Auditor's Report Requirement (Companies Act 2006, Part 16) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Audit and Auditor's Report Requirement (Companies Act 2006, Part 16) source-aware brief.", "meta_description": "Free Audit and Auditor's Report Requirement (Companies Act 2006, Part 16) Markdown bundle with workflows, source references, and audit and Auditor's Report.", "social_summary": "Audit and Auditor's Report Requirement (Companies Act 2006, Part 16): audit and Auditor's Report.", - "download_note": "10 Markdown files · 1,185 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,185 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Audit and Auditor's Report Requirement (Companies Act 2006, Part 16)", "Teams working in Large commercial organisations and their supply chains" @@ -19564,7 +19564,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Audit and Auditor's Report Requirement (Companies Act 2006, Part 16) and draft Audit and Auditor's Report Requirement (Companies Act 2006, Part 16) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with UK Legislation — Part / 16, then confirm that the reference is current and applicable. Inspect Audit and Auditor's Report Requirement (Companies Act 2006, Part 16) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Audit and Auditor's Report Requirement (Companies Act 2006, Part 16) and draft Audit and Auditor's Report Requirement (Companies Act 2006, Part 16) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with UK Legislation \u2014 Part / 16, then confirm that the reference is current and applicable. Inspect Audit and Auditor's Report Requirement (Companies Act 2006, Part 16) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -19596,7 +19596,7 @@ ], "source_notes": [ { - "label": "UK Legislation — Part / 16", + "label": "UK Legislation \u2014 Part / 16", "url": "https://www.legislation.gov.uk/ukpga/2006/46/part/16", "used_for": "Legal, regulatory, standards, or agency reference for Audit and Auditor's Report Requirement (Companies Act 2006, Part 16) scope and source checks." } @@ -19761,7 +19761,7 @@ "summary": "Use this bundle to scope Registration of Charges (Companies Act 2006, s.859A) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Registration of Charges (Companies Act 2006, s.859A) source-aware brief.", "meta_description": "Free Registration of Charges (Companies Act 2006, s.859A) Markdown bundle with workflows, source references, and registration of Charges (Companies Act.", "social_summary": "Registration of Charges (Companies Act 2006, s.859A): registration of Charges (Companies Act 2006.", - "download_note": "10 Markdown files · 1,144 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,144 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Registration of Charges (Companies Act 2006, s.859A)", "Teams working in Large commercial organisations and their supply chains" @@ -19774,7 +19774,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Registration of Charges (Companies Act 2006, s.859A) and draft Registration of Charges (Companies Act 2006, s.859A) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with UK Legislation — Section / 859A, then confirm that the reference is current and applicable. Inspect Registration of Charges (Companies Act 2006, s.859A) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Registration of Charges (Companies Act 2006, s.859A) and draft Registration of Charges (Companies Act 2006, s.859A) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with UK Legislation \u2014 Section / 859A, then confirm that the reference is current and applicable. Inspect Registration of Charges (Companies Act 2006, s.859A) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -19806,7 +19806,7 @@ ], "source_notes": [ { - "label": "UK Legislation — Section / 859A", + "label": "UK Legislation \u2014 Section / 859A", "url": "https://www.legislation.gov.uk/ukpga/2006/46/section/859A", "used_for": "Legal, regulatory, standards, or agency reference for Registration of Charges (Companies Act 2006, s.859A) scope and source checks." } @@ -19967,10 +19967,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging Confirmation Statement (Companies Act 2006, s.853A) questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Confirmation Statement (Companies Act 2006, s.853A) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Confirmation Statement (Companies Act 2006, s.853A) source-aware brief. Start source review with UK Legislation — Section / 853A.", + "summary": "Use this bundle to scope Confirmation Statement (Companies Act 2006, s.853A) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Confirmation Statement (Companies Act 2006, s.853A) source-aware brief. Start source review with UK Legislation \u2014 Section / 853A.", "meta_description": "Free Confirmation Statement (Companies Act 2006, s.853A) Markdown bundle with workflows, source references, and confirmation Statement (Companies Act 2006.", "social_summary": "Confirmation Statement (Companies Act 2006, s.853A): confirmation Statement (Companies Act 2006, s.853A).", - "download_note": "10 Markdown files · 1,125 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,125 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Confirmation Statement (Companies Act 2006, s.853A)", "Teams working in Large commercial organisations and their supply chains" @@ -19983,7 +19983,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Confirmation Statement (Companies Act 2006, s.853A) and draft Confirmation Statement (Companies Act 2006, s.853A) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with UK Legislation — Section / 853A, then confirm that the reference is current and applicable. Inspect Confirmation Statement (Companies Act 2006, s.853A) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Confirmation Statement (Companies Act 2006, s.853A) and draft Confirmation Statement (Companies Act 2006, s.853A) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with UK Legislation \u2014 Section / 853A, then confirm that the reference is current and applicable. Inspect Confirmation Statement (Companies Act 2006, s.853A) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -20015,7 +20015,7 @@ ], "source_notes": [ { - "label": "UK Legislation — Section / 853A", + "label": "UK Legislation \u2014 Section / 853A", "url": "https://www.legislation.gov.uk/ukpga/2006/46/section/853A", "used_for": "Legal, regulatory, standards, or agency reference for Confirmation Statement (Companies Act 2006, s.853A) scope and source checks." } @@ -20179,7 +20179,7 @@ "summary": "Use this bundle to scope Identity Verification for Directors and PSCs (ECCTA 2023) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Identity Verification for Directors and PSCs (ECCTA 2023) source-aware brief.", "meta_description": "Free Identity Verification for Directors and PSCs (ECCTA 2023) Markdown bundle with workflows, source references, and identity Verification for Directors.", "social_summary": "Identity Verification for Directors and PSCs (ECCTA 2023): identity Verification for Directors and PSCs.", - "download_note": "10 Markdown files · 1,145 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,145 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Identity Verification for Directors and PSCs (ECCTA 2023)", "Teams working in Large commercial organisations and their supply chains" @@ -20192,7 +20192,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Identity Verification for Directors and PSCs (ECCTA 2023) and draft Identity Verification for Directors and PSCs (ECCTA 2023) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with GOV.UK — Guidance / When You Need To Verify Your Identity For Companies House, then confirm that the reference is current and applicable. Inspect Identity Verification for Directors and PSCs (ECCTA 2023) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Identity Verification for Directors and PSCs (ECCTA 2023) and draft Identity Verification for Directors and PSCs (ECCTA 2023) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with GOV.UK \u2014 Guidance / When You Need To Verify Your Identity For Companies House, then confirm that the reference is current and applicable. Inspect Identity Verification for Directors and PSCs (ECCTA 2023) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -20224,7 +20224,7 @@ ], "source_notes": [ { - "label": "GOV.UK — Guidance / When You Need To Verify Your Identity For Companies House", + "label": "GOV.UK \u2014 Guidance / When You Need To Verify Your Identity For Companies House", "url": "https://www.gov.uk/guidance/when-you-need-to-verify-your-identity-for-companies-house", "used_for": "Legal, regulatory, standards, or agency reference for Identity Verification for Directors and PSCs (ECCTA 2023) scope and source checks." } @@ -20388,7 +20388,7 @@ "summary": "Use this bundle to scope Company Incorporation and Registered Particulars (Companies Act 2006 / ECCTA 2023) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Company Incorporation and Registered Particulars (Companies Act 2006 / ECCTA 2023) source-aware.", "meta_description": "Free Company Incorporation and Registered Particulars (Companies Act 2006 / ECCTA 2023) Markdown bundle with workflows, source references, and company.", "social_summary": "Company Incorporation and Registered Particulars (Companies Act 2006 / ECCTA 2023): company.", - "download_note": "10 Markdown files · 1,215 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,215 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Company Incorporation and Registered Particulars (Companies Act 2006 / ECCTA 2023)", "Teams working in Large commercial organisations and their supply chains" @@ -20401,7 +20401,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Company Incorporation and Registered Particulars (Companies Act 2006 / ECCTA 2023) and draft Company Incorporation and Registered Particulars (Companies Act 2006 / ECCTA 2023) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with GOV.UK — News / Companies House Begins Phased Roll Out Of New Powers To Tackle Fraud, then confirm that the reference is current and applicable. Inspect Company Incorporation and Registered Particulars (Companies Act 2006 / ECCTA 2023) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Company Incorporation and Registered Particulars (Companies Act 2006 / ECCTA 2023) and draft Company Incorporation and Registered Particulars (Companies Act 2006 / ECCTA 2023) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with GOV.UK \u2014 News / Companies House Begins Phased Roll Out Of New Powers To Tackle Fraud, then confirm that the reference is current and applicable. Inspect Company Incorporation and Registered Particulars (Companies Act 2006 / ECCTA 2023) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -20433,7 +20433,7 @@ ], "source_notes": [ { - "label": "GOV.UK — News / Companies House Begins Phased Roll Out Of New Powers To Tackle Fraud", + "label": "GOV.UK \u2014 News / Companies House Begins Phased Roll Out Of New Powers To Tackle Fraud", "url": "https://www.gov.uk/government/news/companies-house-begins-phased-roll-out-of-new-powers-to-tackle-fraud", "used_for": "Legal, regulatory, standards, or agency reference for Company Incorporation and Registered Particulars (Companies Act 2006 / ECCTA 2023) scope and source checks." } @@ -21250,10 +21250,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Compliance Officer role.", - "summary": "Use this bundle to plan and review Compliance Officer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, a template, and a quality rubric; the intended output is compliance assessment brief. Start source review with O*NET OnLine — Summary / 13 1041.00.", + "summary": "Use this bundle to plan and review Compliance Officer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, a template, and a quality rubric; the intended output is compliance assessment brief. Start source review with O*NET OnLine \u2014 Summary / 13 1041.00.", "meta_description": "Free Compliance Officer Markdown bundle with workflows, source references, and compliance assessment brief for use with AI assistants.", "social_summary": "Compliance Officer: compliance assessment brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,197 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,197 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Compliance Officer work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry" @@ -21266,7 +21266,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Compliance Officer work by producing compliance assessment brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 13 1041.00, then confirm that the reference is current and applicable. Inspect Compliance Officer Role before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Compliance Officer work by producing compliance assessment brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 13 1041.00, then confirm that the reference is current and applicable. Inspect Compliance Officer Role before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -21298,17 +21298,17 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 1041.00", + "label": "O*NET OnLine \u2014 Summary / 13 1041.00", "url": "https://www.onetonline.org/link/summary/13-1041.00", "used_for": "Role or occupation reference for Compliance Officer scope and source checks." }, { - "label": "O*NET OnLine — Summary / 11 9199.02", + "label": "O*NET OnLine \u2014 Summary / 11 9199.02", "url": "https://www.onetonline.org/link/summary/11-9199.02", "used_for": "Role or occupation reference for Compliance Officer scope and source checks." }, { - "label": "bls.gov — Business And Financial / Compliance Officers", + "label": "bls.gov \u2014 Business And Financial / Compliance Officers", "url": "https://www.bls.gov/ooh/business-and-financial/compliance-officers.htm", "used_for": "Role or occupation reference for Compliance Officer scope and source checks." } @@ -21334,8 +21334,8 @@ }, { "id": "concentration-limits-regulation-xx", - "title": "Concentration Limits — Regulation XX", - "description": "Source-aware compliance bundle for Concentration Limits — Regulation XX applicability, evidence collection, source inspection, and review-ready decision support.", + "title": "Concentration Limits \u2014 Regulation XX", + "description": "Source-aware compliance bundle for Concentration Limits \u2014 Regulation XX applicability, evidence collection, source inspection, and review-ready decision support.", "category": "compliance", "path": "bundles/compliance/concentration-limits-regulation-xx", "version": "0.1.0", @@ -21354,14 +21354,14 @@ "compliance" ], "aliases": [ - "Concentration Limits — Regulation XX", + "Concentration Limits \u2014 Regulation XX", "US Banking & Financial Institutions", "United States" ], "problems_solved": [ - "Route Concentration Limits — Regulation XX work to the right source category and evidence set.", + "Route Concentration Limits \u2014 Regulation XX work to the right source category and evidence set.", "Separate verified source facts, user-provided facts, assumptions, and missing evidence.", - "Produce a Concentration Limits — Regulation XX source-aware brief suitable for qualified review." + "Produce a Concentration Limits \u2014 Regulation XX source-aware brief suitable for qualified review." ], "industries": [ "Banks, depository institutions, and bank holding companies" @@ -21373,12 +21373,12 @@ "qualified-review gate" ], "deliverables": [ - "Concentration Limits — Regulation XX source-aware brief" + "Concentration Limits \u2014 Regulation XX source-aware brief" ], "commands": [], "skills": [], "evaluations": [ - "Concentration Limits — Regulation XX source-awareness check" + "Concentration Limits \u2014 Regulation XX source-awareness check" ], "trust_tier": "trusted", "status": "draft", @@ -21448,7 +21448,7 @@ }, "evaluation_detail": { "status": "measured", - "title": "Concentration Limits — Regulation XX measured evaluation", + "title": "Concentration Limits \u2014 Regulation XX measured evaluation", "last_evaluated": "2026-07-29", "method": "baseline-vs-okb-rubric", "model": "openai/gpt-4o-mini", @@ -21613,7 +21613,7 @@ "summary": "Use this bundle to plan or review work in Confluence before changing live data or configuration. The page previews a tool guide, a workflow, and a template; the intended output is Confluence documentation brief. Start source review with Confluence Cloud REST API v2.", "meta_description": "Free Confluence Markdown bundle with workflows, source references, and confluence documentation brief for use with AI assistants.", "social_summary": "Confluence: confluence documentation brief, workflows, and review guidance", - "download_note": "14 Markdown files · 1,440 words · no signup · CC-BY-4.0", + "download_note": "14 Markdown files \u00b7 1,440 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Confluence", "Teams working in software, digital-products, technology" @@ -22195,8 +22195,8 @@ }, { "id": "coppa", - "title": "COPPA (Children's Online Privacy Protection) — Overview", - "description": "Source-aware compliance bundle for COPPA (Children's Online Privacy Protection) — Overview applicability, evidence collection, source inspection, and review-ready decision support.", + "title": "COPPA (Children's Online Privacy Protection) \u2014 Overview", + "description": "Source-aware compliance bundle for COPPA (Children's Online Privacy Protection) \u2014 Overview applicability, evidence collection, source inspection, and review-ready decision support.", "category": "compliance", "path": "bundles/compliance/coppa", "version": "0.1.0", @@ -22215,14 +22215,14 @@ "compliance" ], "aliases": [ - "COPPA (Children's Online Privacy Protection) — Overview", + "COPPA (Children's Online Privacy Protection) \u2014 Overview", "Umbrella round 3", "United States" ], "problems_solved": [ - "Route COPPA (Children's Online Privacy Protection) — Overview work to the right source category and evidence set.", + "Route COPPA (Children's Online Privacy Protection) \u2014 Overview work to the right source category and evidence set.", "Separate verified source facts, user-provided facts, assumptions, and missing evidence.", - "Produce a COPPA (Children's Online Privacy Protection) — Overview source-aware brief suitable for qualified review." + "Produce a COPPA (Children's Online Privacy Protection) \u2014 Overview source-aware brief suitable for qualified review." ], "industries": [ "Operators of online services directed to or knowingly collecting data from children under 13" @@ -22234,12 +22234,12 @@ "qualified-review gate" ], "deliverables": [ - "COPPA (Children's Online Privacy Protection) — Overview source-aware brief" + "COPPA (Children's Online Privacy Protection) \u2014 Overview source-aware brief" ], "commands": [], "skills": [], "evaluations": [ - "COPPA (Children's Online Privacy Protection) — Overview source-awareness check" + "COPPA (Children's Online Privacy Protection) \u2014 Overview source-awareness check" ], "trust_tier": "trusted", "status": "draft", @@ -22309,7 +22309,7 @@ }, "evaluation_detail": { "status": "measured", - "title": "COPPA (Children's Online Privacy Protection) — Overview measured evaluation", + "title": "COPPA (Children's Online Privacy Protection) \u2014 Overview measured evaluation", "last_evaluated": "2026-07-29", "method": "baseline-vs-okb-rubric", "model": "openai/gpt-4o-mini", @@ -24230,7 +24230,7 @@ "summary": "Use this bundle to plan and review Data Product Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide and a workflow; the intended output is data product brief and data product PRD.", "meta_description": "Free Data Product Manager Markdown bundle with workflows, source references, and data product brief and data product PRD for use with AI assistants.", "social_summary": "Data Product Manager: data product brief and data product PRD, workflows, and review guidance", - "download_note": "34 Markdown files · 4,597 words · no signup · CC-BY-4.0", + "download_note": "34 Markdown files \u00b7 4,597 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Data Product Manager work, plus teams reviewing its decisions and outputs", "Teams working in software, saas, digital-products" @@ -24423,10 +24423,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Data Protection Officer / Privacy Officer role.", - "summary": "Use this bundle to plan and review Data Protection Officer / Privacy Officer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, a template, and a quality rubric; the intended output is privacy governance evidence brief. Start source review with eur-lex.europa.eu — TXT / HTML.", + "summary": "Use this bundle to plan and review Data Protection Officer / Privacy Officer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, a template, and a quality rubric; the intended output is privacy governance evidence brief. Start source review with eur-lex.europa.eu \u2014 TXT / HTML.", "meta_description": "Free Data Protection Officer / Privacy Officer Markdown bundle with workflows, source references, and privacy governance evidence brief for use with AI.", "social_summary": "Data Protection Officer / Privacy Officer: privacy governance evidence brief, workflows, and review.", - "download_note": "10 Markdown files · 1,258 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,258 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Data Protection Officer / Privacy Officer work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry" @@ -24439,7 +24439,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Data Protection Officer / Privacy Officer work by producing privacy governance evidence brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with eur-lex.europa.eu — TXT / HTML, then confirm that the reference is current and applicable. Inspect Data Protection Officer / Privacy Officer Role before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Data Protection Officer / Privacy Officer work by producing privacy governance evidence brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with eur-lex.europa.eu \u2014 TXT / HTML, then confirm that the reference is current and applicable. Inspect Data Protection Officer / Privacy Officer Role before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -24471,17 +24471,17 @@ ], "source_notes": [ { - "label": "eur-lex.europa.eu — TXT / HTML", + "label": "eur-lex.europa.eu \u2014 TXT / HTML", "url": "https://eur-lex.europa.eu/legal-content/EN/TXT/HTML/?uri=CELEX%3A02016R0679-20160504", "used_for": "Role or occupation reference for Data Protection Officer / Privacy Officer scope and source checks." }, { - "label": "O*NET OnLine — Summary / 13 1041.00", + "label": "O*NET OnLine \u2014 Summary / 13 1041.00", "url": "https://www.onetonline.org/link/summary/13-1041.00", "used_for": "Role or occupation reference for Data Protection Officer / Privacy Officer scope and source checks." }, { - "label": "U.S. Department of Health and Human Services — For Professionals / Privacy", + "label": "U.S. Department of Health and Human Services \u2014 For Professionals / Privacy", "url": "https://www.hhs.gov/hipaa/for-professionals/privacy/index.html", "used_for": "Role or occupation reference for Data Protection Officer / Privacy Officer scope and source checks." } @@ -24508,8 +24508,8 @@ }, { "id": "data-protection-trustmark", - "title": "Data Protection Trustmark (DPTM) Certification — SS 714:2025", - "description": "Source-aware compliance bundle for Data Protection Trustmark (DPTM) Certification — SS 714:2025 applicability, evidence collection, source inspection, and review-ready decision support.", + "title": "Data Protection Trustmark (DPTM) Certification \u2014 SS 714:2025", + "description": "Source-aware compliance bundle for Data Protection Trustmark (DPTM) Certification \u2014 SS 714:2025 applicability, evidence collection, source inspection, and review-ready decision support.", "category": "compliance", "path": "bundles/compliance/data-protection-trustmark", "version": "0.1.0", @@ -24529,14 +24529,14 @@ "pdpa" ], "aliases": [ - "Data Protection Trustmark (DPTM) Certification — SS 714:2025", + "Data Protection Trustmark (DPTM) Certification \u2014 SS 714:2025", "Singapore PDPA", "Singapore" ], "problems_solved": [ - "Route Data Protection Trustmark (DPTM) Certification — SS 714:2025 work to the right source category and evidence set.", + "Route Data Protection Trustmark (DPTM) Certification \u2014 SS 714:2025 work to the right source category and evidence set.", "Separate verified source facts, user-provided facts, assumptions, and missing evidence.", - "Produce a Data Protection Trustmark (DPTM) Certification — SS 714:2025 source-aware brief suitable for qualified review." + "Produce a Data Protection Trustmark (DPTM) Certification \u2014 SS 714:2025 source-aware brief suitable for qualified review." ], "industries": [ "Organisations collecting and processing personal data" @@ -24548,12 +24548,12 @@ "qualified-review gate" ], "deliverables": [ - "Data Protection Trustmark (DPTM) Certification — SS 714:2025 source-aware brief" + "Data Protection Trustmark (DPTM) Certification \u2014 SS 714:2025 source-aware brief" ], "commands": [], "skills": [], "evaluations": [ - "Data Protection Trustmark (DPTM) Certification — SS 714:2025 source-awareness check" + "Data Protection Trustmark (DPTM) Certification \u2014 SS 714:2025 source-awareness check" ], "trust_tier": "trusted", "status": "draft", @@ -24623,7 +24623,7 @@ }, "evaluation_detail": { "status": "measured", - "title": "Data Protection Trustmark (DPTM) Certification — SS 714:2025 measured evaluation", + "title": "Data Protection Trustmark (DPTM) Certification \u2014 SS 714:2025 measured evaluation", "last_evaluated": "2026-07-29", "method": "baseline-vs-okb-rubric", "model": "openai/gpt-4o-mini", @@ -24903,8 +24903,8 @@ }, { "id": "deficit-reduction-act-fca-policies", - "title": "Deficit Reduction Act §6032 False Claims Act Policies", - "description": "Source-aware compliance bundle for Deficit Reduction Act §6032 False Claims Act Policies applicability, evidence collection, source inspection, and review-ready decision support.", + "title": "Deficit Reduction Act \u00a76032 False Claims Act Policies", + "description": "Source-aware compliance bundle for Deficit Reduction Act \u00a76032 False Claims Act Policies applicability, evidence collection, source inspection, and review-ready decision support.", "category": "compliance", "path": "bundles/compliance/deficit-reduction-act-fca-policies", "version": "0.1.0", @@ -24924,14 +24924,14 @@ "fraud" ], "aliases": [ - "Deficit Reduction Act §6032 False Claims Act Policies", + "Deficit Reduction Act \u00a76032 False Claims Act Policies", "US Healthcare Fraud & Billing", "United States" ], "problems_solved": [ - "Route Deficit Reduction Act §6032 False Claims Act Policies work to the right source category and evidence set.", + "Route Deficit Reduction Act \u00a76032 False Claims Act Policies work to the right source category and evidence set.", "Separate verified source facts, user-provided facts, assumptions, and missing evidence.", - "Produce a Deficit Reduction Act §6032 False Claims Act Policies source-aware brief suitable for qualified review." + "Produce a Deficit Reduction Act \u00a76032 False Claims Act Policies source-aware brief suitable for qualified review." ], "industries": [ "Healthcare providers and suppliers billing Medicare, Medicaid, and other federal health programs" @@ -24943,12 +24943,12 @@ "qualified-review gate" ], "deliverables": [ - "Deficit Reduction Act §6032 False Claims Act Policies source-aware brief" + "Deficit Reduction Act \u00a76032 False Claims Act Policies source-aware brief" ], "commands": [], "skills": [], "evaluations": [ - "Deficit Reduction Act §6032 False Claims Act Policies source-awareness check" + "Deficit Reduction Act \u00a76032 False Claims Act Policies source-awareness check" ], "trust_tier": "trusted", "status": "draft", @@ -25018,7 +25018,7 @@ }, "evaluation_detail": { "status": "measured", - "title": "Deficit Reduction Act §6032 False Claims Act Policies measured evaluation", + "title": "Deficit Reduction Act \u00a76032 False Claims Act Policies measured evaluation", "last_evaluated": "2026-07-29", "method": "baseline-vs-okb-rubric", "model": "openai/gpt-4o-mini", @@ -25428,10 +25428,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the DevOps Engineer role.", - "summary": "Use this bundle to plan and review DevOps Engineer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, a template, and a quality rubric; the intended output is deployment change readiness brief. Start source review with O*NET OnLine — Summary / 15 1252.00.", + "summary": "Use this bundle to plan and review DevOps Engineer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, a template, and a quality rubric; the intended output is deployment change readiness brief. Start source review with O*NET OnLine \u2014 Summary / 15 1252.00.", "meta_description": "Free DevOps Engineer Markdown bundle with workflows, source references, and deployment change readiness brief for use with AI assistants.", "social_summary": "DevOps Engineer: deployment change readiness brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,201 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,201 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting DevOps Engineer work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry" @@ -25444,7 +25444,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach DevOps Engineer work by producing deployment change readiness brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 15 1252.00, then confirm that the reference is current and applicable. Inspect DevOps Engineer Role before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach DevOps Engineer work by producing deployment change readiness brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 15 1252.00, then confirm that the reference is current and applicable. Inspect DevOps Engineer Role before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -25476,17 +25476,17 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 1252.00", + "label": "O*NET OnLine \u2014 Summary / 15 1252.00", "url": "https://www.onetonline.org/link/summary/15-1252.00", "used_for": "Role or occupation reference for DevOps Engineer scope and source checks." }, { - "label": "O*NET OnLine — Certinfo / 13364 D", + "label": "O*NET OnLine \u2014 Certinfo / 13364 D", "url": "https://www.onetonline.org/link/certinfo/13364-D", "used_for": "Role or occupation reference for DevOps Engineer scope and source checks." }, { - "label": "NIST — Cyberframework", + "label": "NIST \u2014 Cyberframework", "url": "https://www.nist.gov/cyberframework", "used_for": "Role or occupation reference for DevOps Engineer scope and source checks." } @@ -26303,10 +26303,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging DFPI Report of Condition and Report of Income questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope DFPI Report of Condition and Report of Income questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is DFPI Report of Condition and Report of Income source-aware brief. Start source review with ffiec.gov — Reporting Forms / Ffiec031.", + "summary": "Use this bundle to scope DFPI Report of Condition and Report of Income questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is DFPI Report of Condition and Report of Income source-aware brief. Start source review with ffiec.gov \u2014 Reporting Forms / Ffiec031.", "meta_description": "Free DFPI Report of Condition and Report of Income Markdown bundle with workflows, source references, and dFPI Report of Condition and Report of Income.", "social_summary": "DFPI Report of Condition and Report of Income: dFPI Report of Condition and Report of Income.", - "download_note": "10 Markdown files · 1,038 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,038 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing DFPI Report of Condition and Report of Income", "Teams working in Banks, depository institutions, and bank holding companies" @@ -26319,7 +26319,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess DFPI Report of Condition and Report of Income and draft DFPI Report of Condition and Report of Income source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with ffiec.gov — Reporting Forms / Ffiec031, then confirm that the reference is current and applicable. Inspect DFPI Report of Condition and Report of Income Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess DFPI Report of Condition and Report of Income and draft DFPI Report of Condition and Report of Income source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with ffiec.gov \u2014 Reporting Forms / Ffiec031, then confirm that the reference is current and applicable. Inspect DFPI Report of Condition and Report of Income Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -26351,7 +26351,7 @@ ], "source_notes": [ { - "label": "ffiec.gov — Reporting Forms / Ffiec031", + "label": "ffiec.gov \u2014 Reporting Forms / Ffiec031", "url": "https://www.ffiec.gov/resources/reporting-forms/ffiec031", "used_for": "Legal, regulatory, standards, or agency reference for DFPI Report of Condition and Report of Income scope and source checks." } @@ -26517,7 +26517,7 @@ "summary": "Use this bundle to scope DFPI Trust Company Reports and Fiduciary Reporting questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is DFPI Trust Company Reports and Fiduciary Reporting source-aware brief.", "meta_description": "Free DFPI Trust Company Reports and Fiduciary Reporting Markdown bundle with workflows, source references, and dFPI Trust Company Reports and Fiduciary.", "social_summary": "DFPI Trust Company Reports and Fiduciary Reporting: dFPI Trust Company Reports and Fiduciary Reporting.", - "download_note": "10 Markdown files · 1,019 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,019 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing DFPI Trust Company Reports and Fiduciary Reporting", "Teams working in Banks, depository institutions, and bank holding companies" @@ -26530,7 +26530,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess DFPI Trust Company Reports and Fiduciary Reporting and draft DFPI Trust Company Reports and Fiduciary Reporting source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with dfpi.ca.gov — Regulated Industries / Trust Companies Departments, then confirm that the reference is current and applicable. Inspect DFPI Trust Company Reports and Fiduciary Reporting Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess DFPI Trust Company Reports and Fiduciary Reporting and draft DFPI Trust Company Reports and Fiduciary Reporting source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with dfpi.ca.gov \u2014 Regulated Industries / Trust Companies Departments, then confirm that the reference is current and applicable. Inspect DFPI Trust Company Reports and Fiduciary Reporting Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -26562,7 +26562,7 @@ ], "source_notes": [ { - "label": "dfpi.ca.gov — Regulated Industries / Trust Companies Departments", + "label": "dfpi.ca.gov \u2014 Regulated Industries / Trust Companies Departments", "url": "https://dfpi.ca.gov/regulated-industries/trust-companies-departments/", "used_for": "Legal, regulatory, standards, or agency reference for DFPI Trust Company Reports and Fiduciary Reporting scope and source checks." } @@ -26732,7 +26732,7 @@ "summary": "Use this bundle to plan or review work in DocuSign before changing live data or configuration. The page previews a tool guide, a workflow, and a template; the intended output is DocuSign change plan. Start source review with docusign.com.", "meta_description": "Free DocuSign Markdown bundle with workflows, source references, and docuSign change plan for use with AI assistants.", "social_summary": "DocuSign: docuSign change plan, workflows, and review guidance", - "download_note": "19 Markdown files · 3,834 words · no signup · CC-BY-4.0", + "download_note": "19 Markdown files \u00b7 3,834 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in DocuSign", "Teams working in sales, legal, human-resources" @@ -26794,17 +26794,17 @@ "used_for": "Product, platform, or operating reference for DocuSign scope and source checks." }, { - "label": "developers.docusign.com — Docs / Esign Rest API", + "label": "developers.docusign.com \u2014 Docs / Esign Rest API", "url": "https://developers.docusign.com/docs/esign-rest-api/", "used_for": "Product, platform, or operating reference for DocuSign scope and source checks." }, { - "label": "developers.docusign.com — Esign101 / Concepts", + "label": "developers.docusign.com \u2014 Esign101 / Concepts", "url": "https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/", "used_for": "Product, platform, or operating reference for DocuSign scope and source checks." }, { - "label": "developers.docusign.com — Envelopes / Create", + "label": "developers.docusign.com \u2014 Envelopes / Create", "url": "https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopes/create/", "used_for": "Product, platform, or operating reference for DocuSign scope and source checks." } @@ -26958,7 +26958,7 @@ "summary": "Use this bundle to scope DOS E-Survey (IBSS) Electronic Submission via Corppass questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is DOS E-Survey (IBSS) Electronic Submission via Corppass source-aware brief.", "meta_description": "Free DOS E-Survey (IBSS) Electronic Submission via Corppass Markdown bundle with workflows, source references, and dOS E-Survey (IBSS) Electronic.", "social_summary": "DOS E-Survey (IBSS) Electronic Submission via Corppass: dOS E-Survey (IBSS) Electronic Submission via.", - "download_note": "10 Markdown files · 1,003 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,003 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing DOS E-Survey (IBSS) Electronic Submission via Corppass", "Teams working in Organisations collecting and processing personal data" @@ -26971,7 +26971,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess DOS E-Survey (IBSS) Electronic Submission via Corppass and draft DOS E-Survey (IBSS) Electronic Submission via Corppass source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with biz-esurvey.singstat.gov.sg — IBSS, then confirm that the reference is current and applicable. Inspect DOS E-Survey (IBSS) Electronic Submission via Corppass Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess DOS E-Survey (IBSS) Electronic Submission via Corppass and draft DOS E-Survey (IBSS) Electronic Submission via Corppass source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with biz-esurvey.singstat.gov.sg \u2014 IBSS, then confirm that the reference is current and applicable. Inspect DOS E-Survey (IBSS) Electronic Submission via Corppass Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -27003,7 +27003,7 @@ ], "source_notes": [ { - "label": "biz-esurvey.singstat.gov.sg — IBSS", + "label": "biz-esurvey.singstat.gov.sg \u2014 IBSS", "url": "https://www.biz-esurvey.singstat.gov.sg/IBSS/", "used_for": "Legal, regulatory, standards, or agency reference for DOS E-Survey (IBSS) Electronic Submission via Corppass scope and source checks." } @@ -27166,7 +27166,7 @@ "summary": "Use this bundle to scope E-Verify Employment Eligibility Verification Program questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is E-Verify Employment Eligibility Verification Program source-aware brief. Start source review with e-verify.gov.", "meta_description": "Free E-Verify Employment Eligibility Verification Program Markdown bundle with workflows, source references, and e-Verify Employment Eligibility.", "social_summary": "E-Verify Employment Eligibility Verification Program: e-Verify Employment Eligibility Verification.", - "download_note": "10 Markdown files · 985 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 985 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing E-Verify Employment Eligibility Verification Program", "Teams working in Employers (any industry)" @@ -27372,10 +27372,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging ECOA / Regulation B questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope ECOA / Regulation B questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is ECOA / Regulation B source-aware brief. Start source review with consumerfinance.gov — Regulations / 1002.", + "summary": "Use this bundle to scope ECOA / Regulation B questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is ECOA / Regulation B source-aware brief. Start source review with consumerfinance.gov \u2014 Regulations / 1002.", "meta_description": "Free ECOA / Regulation B Markdown bundle with workflows, source references, and eCOA / Regulation B source-aware brief for use with AI assistants.", "social_summary": "ECOA / Regulation B: eCOA / Regulation B source-aware brief, workflows, and review guidance", - "download_note": "10 Markdown files · 930 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 930 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing ECOA / Regulation B", "Teams working in Real estate brokerages, agents, property managers, and residential mortgage lenders" @@ -27388,7 +27388,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess ECOA / Regulation B and draft ECOA / Regulation B source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with consumerfinance.gov — Regulations / 1002, then confirm that the reference is current and applicable. Inspect ECOA / Regulation B Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess ECOA / Regulation B and draft ECOA / Regulation B source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with consumerfinance.gov \u2014 Regulations / 1002, then confirm that the reference is current and applicable. Inspect ECOA / Regulation B Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -27420,7 +27420,7 @@ ], "source_notes": [ { - "label": "consumerfinance.gov — Regulations / 1002", + "label": "consumerfinance.gov \u2014 Regulations / 1002", "url": "https://www.consumerfinance.gov/rules-policy/regulations/1002/", "used_for": "Legal, regulatory, standards, or agency reference for ECOA / Regulation B scope and source checks." } @@ -27584,7 +27584,7 @@ "summary": "Use this bundle to scope EDPB Guidelines on Personal Data Breach Notification (9/2022 and 01/2021) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is EDPB Guidelines on Personal Data Breach Notification (9/2022 and 01/2021) source-aware brief.", "meta_description": "Free EDPB Guidelines on Personal Data Breach Notification (9/2022 and 01/2021) Markdown bundle with workflows, source references, and eDPB Guidelines on.", "social_summary": "EDPB Guidelines on Personal Data Breach Notification (9/2022 and 01/2021): eDPB Guidelines on Personal.", - "download_note": "10 Markdown files · 1,132 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,132 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing EDPB Guidelines on Personal Data Breach Notification (9/2022 and 01/2021)", "Teams working in Organisations processing personal data (GDPR controllers and processors)" @@ -27597,7 +27597,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EDPB Guidelines on Personal Data Breach Notification (9/2022 and 01/2021) and draft EDPB Guidelines on Personal Data Breach Notification (9/2022 and 01/2021) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with edpb.europa.eu — Guidelines / Guidelines 92022 Personal Data Breach Notification Under En, then confirm that the reference is current and applicable. Inspect EDPB Guidelines on Personal Data Breach Notification (9/2022 and 01/2021) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EDPB Guidelines on Personal Data Breach Notification (9/2022 and 01/2021) and draft EDPB Guidelines on Personal Data Breach Notification (9/2022 and 01/2021) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with edpb.europa.eu \u2014 Guidelines / Guidelines 92022 Personal Data Breach Notification Under En, then confirm that the reference is current and applicable. Inspect EDPB Guidelines on Personal Data Breach Notification (9/2022 and 01/2021) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -27629,7 +27629,7 @@ ], "source_notes": [ { - "label": "edpb.europa.eu — Guidelines / Guidelines 92022 Personal Data Breach Notification Under En", + "label": "edpb.europa.eu \u2014 Guidelines / Guidelines 92022 Personal Data Breach Notification Under En", "url": "https://www.edpb.europa.eu/our-work-tools/our-documents/guidelines/guidelines-92022-personal-data-breach-notification-under_en", "used_for": "Legal, regulatory, standards, or agency reference for EDPB Guidelines on Personal Data Breach Notification (9/2022 and 01/2021) scope and source checks." } @@ -27794,7 +27794,7 @@ "summary": "Use this bundle to scope EDPB Guidelines 05/2020 on Consent (Art. 4(11) and Art. 7) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is EDPB Guidelines 05/2020 on Consent (Art. 4(11) and Art. 7) source-aware brief.", "meta_description": "Free EDPB Guidelines 05/2020 on Consent (Art. 4(11) and Art. 7) Markdown bundle with workflows, source references, and eDPB Guidelines 05/2020 on Consent.", "social_summary": "EDPB Guidelines 05/2020 on Consent (Art. 4(11) and Art. 7): eDPB Guidelines 05/2020 on Consent (Art.", - "download_note": "10 Markdown files · 1,116 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,116 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing EDPB Guidelines 05/2020 on Consent (Art. 4(11) and Art. 7)", "Teams working in Organisations processing personal data (GDPR controllers and processors)" @@ -27807,7 +27807,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EDPB Guidelines 05/2020 on Consent (Art. 4(11) and Art. 7) and draft EDPB Guidelines 05/2020 on Consent (Art. 4(11) and Art. 7) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with edpb.europa.eu — Guidelines / Guidelines 052020 Consent Under Regulation 2016679 En, then confirm that the reference is current and applicable. Inspect EDPB Guidelines 05/2020 on Consent (Art. 4(11) and Art. 7) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EDPB Guidelines 05/2020 on Consent (Art. 4(11) and Art. 7) and draft EDPB Guidelines 05/2020 on Consent (Art. 4(11) and Art. 7) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with edpb.europa.eu \u2014 Guidelines / Guidelines 052020 Consent Under Regulation 2016679 En, then confirm that the reference is current and applicable. Inspect EDPB Guidelines 05/2020 on Consent (Art. 4(11) and Art. 7) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -27839,7 +27839,7 @@ ], "source_notes": [ { - "label": "edpb.europa.eu — Guidelines / Guidelines 052020 Consent Under Regulation 2016679 En", + "label": "edpb.europa.eu \u2014 Guidelines / Guidelines 052020 Consent Under Regulation 2016679 En", "url": "https://www.edpb.europa.eu/our-work-tools/our-documents/guidelines/guidelines-052020-consent-under-regulation-2016679_en", "used_for": "Legal, regulatory, standards, or agency reference for EDPB Guidelines 05/2020 on Consent (Art. 4(11) and Art. 7) scope and source checks." } @@ -28004,7 +28004,7 @@ "summary": "Use this bundle to scope EDPB Guidelines 01/2025 on Pseudonymisation questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is EDPB Guidelines 01/2025 on Pseudonymisation source-aware brief.", "meta_description": "Free EDPB Guidelines 01/2025 on Pseudonymisation Markdown bundle with workflows, source references, and eDPB Guidelines 01/2025 on Pseudonymisation.", "social_summary": "EDPB Guidelines 01/2025 on Pseudonymisation: eDPB Guidelines 01/2025 on Pseudonymisation source-aware.", - "download_note": "10 Markdown files · 979 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 979 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing EDPB Guidelines 01/2025 on Pseudonymisation", "Teams working in Organisations processing personal data (GDPR controllers and processors)" @@ -28017,7 +28017,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EDPB Guidelines 01/2025 on Pseudonymisation and draft EDPB Guidelines 01/2025 on Pseudonymisation source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with edpb.europa.eu — 2025 / Guidelines 012025 Pseudonymisation En, then confirm that the reference is current and applicable. Inspect EDPB Guidelines 01/2025 on Pseudonymisation Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EDPB Guidelines 01/2025 on Pseudonymisation and draft EDPB Guidelines 01/2025 on Pseudonymisation source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with edpb.europa.eu \u2014 2025 / Guidelines 012025 Pseudonymisation En, then confirm that the reference is current and applicable. Inspect EDPB Guidelines 01/2025 on Pseudonymisation Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -28049,7 +28049,7 @@ ], "source_notes": [ { - "label": "edpb.europa.eu — 2025 / Guidelines 012025 Pseudonymisation En", + "label": "edpb.europa.eu \u2014 2025 / Guidelines 012025 Pseudonymisation En", "url": "https://www.edpb.europa.eu/our-work-tools/documents/public-consultations/2025/guidelines-012025-pseudonymisation_en", "used_for": "Legal, regulatory, standards, or agency reference for EDPB Guidelines 01/2025 on Pseudonymisation scope and source checks." } @@ -28214,7 +28214,7 @@ "summary": "Use this bundle to scope EEOC Workforce Demographic Reporting (EEO-1 through EEO-5) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is EEOC Workforce Demographic Reporting (EEO-1 through EEO-5) source-aware brief. Start source review with U.S.", "meta_description": "Free EEOC Workforce Demographic Reporting (EEO-1 through EEO-5) Markdown bundle with workflows, source references, and eEOC Workforce Demographic Reporting.", "social_summary": "EEOC Workforce Demographic Reporting (EEO-1 through EEO-5): eEOC Workforce Demographic Reporting (EEO-1.", - "download_note": "10 Markdown files · 1,028 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,028 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing EEOC Workforce Demographic Reporting (EEO-1 through EEO-5)", "Teams working in Employers (any industry)" @@ -28227,7 +28227,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EEOC Workforce Demographic Reporting (EEO-1 through EEO-5) and draft EEOC Workforce Demographic Reporting (EEO-1 through EEO-5) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Equal Employment Opportunity Commission — Data / Eeo Data Collections, then confirm that the reference is current and applicable. Inspect EEOC Workforce Demographic Reporting (EEO-1 through EEO-5) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EEOC Workforce Demographic Reporting (EEO-1 through EEO-5) and draft EEOC Workforce Demographic Reporting (EEO-1 through EEO-5) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Equal Employment Opportunity Commission \u2014 Data / Eeo Data Collections, then confirm that the reference is current and applicable. Inspect EEOC Workforce Demographic Reporting (EEO-1 through EEO-5) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -28259,7 +28259,7 @@ ], "source_notes": [ { - "label": "U.S. Equal Employment Opportunity Commission — Data / Eeo Data Collections", + "label": "U.S. Equal Employment Opportunity Commission \u2014 Data / Eeo Data Collections", "url": "https://www.eeoc.gov/data/eeo-data-collections", "used_for": "Legal, regulatory, standards, or agency reference for EEOC Workforce Demographic Reporting (EEO-1 through EEO-5) scope and source checks." } @@ -28287,8 +28287,8 @@ }, { "id": "eeoc", - "title": "EEOC (Equal Employment Opportunity Commission) — Overview", - "description": "Source-aware compliance bundle for EEOC (Equal Employment Opportunity Commission) — Overview applicability, evidence collection, source inspection, and review-ready decision support.", + "title": "EEOC (Equal Employment Opportunity Commission) \u2014 Overview", + "description": "Source-aware compliance bundle for EEOC (Equal Employment Opportunity Commission) \u2014 Overview applicability, evidence collection, source inspection, and review-ready decision support.", "category": "compliance", "path": "bundles/compliance/eeoc", "version": "0.1.0", @@ -28307,14 +28307,14 @@ "compliance" ], "aliases": [ - "EEOC (Equal Employment Opportunity Commission) — Overview", + "EEOC (Equal Employment Opportunity Commission) \u2014 Overview", "Umbrella round 3", "United States" ], "problems_solved": [ - "Route EEOC (Equal Employment Opportunity Commission) — Overview work to the right source category and evidence set.", + "Route EEOC (Equal Employment Opportunity Commission) \u2014 Overview work to the right source category and evidence set.", "Separate verified source facts, user-provided facts, assumptions, and missing evidence.", - "Produce a EEOC (Equal Employment Opportunity Commission) — Overview source-aware brief suitable for qualified review." + "Produce a EEOC (Equal Employment Opportunity Commission) \u2014 Overview source-aware brief suitable for qualified review." ], "industries": [ "Employers (Title VII/ADA/ADEA covered)" @@ -28326,12 +28326,12 @@ "qualified-review gate" ], "deliverables": [ - "EEOC (Equal Employment Opportunity Commission) — Overview source-aware brief" + "EEOC (Equal Employment Opportunity Commission) \u2014 Overview source-aware brief" ], "commands": [], "skills": [], "evaluations": [ - "EEOC (Equal Employment Opportunity Commission) — Overview source-awareness check" + "EEOC (Equal Employment Opportunity Commission) \u2014 Overview source-awareness check" ], "trust_tier": "trusted", "status": "beta", @@ -28405,7 +28405,7 @@ }, "evaluation_detail": { "status": "measured", - "title": "EEOC (Equal Employment Opportunity Commission) — Overview measured evaluation", + "title": "EEOC (Equal Employment Opportunity Commission) \u2014 Overview measured evaluation", "last_evaluated": "2026-07-29", "method": "baseline-vs-okb-rubric", "model": "openai/gpt-4o-mini", @@ -28420,58 +28420,58 @@ "private_artifacts": "research/bundle-runs/eeoc/v1/evaluation-results/" }, "landing_page": { - "definition": "A free, open-source set of 10 Markdown files for triaging EEOC (Equal Employment Opportunity Commission) — Overview questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope EEOC (Equal Employment Opportunity Commission) — Overview questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is EEOC (Equal Employment Opportunity Commission) — Overview source-aware brief. Start source review with U.S.", - "meta_description": "Free EEOC (Equal Employment Opportunity Commission) — Overview Markdown bundle with workflows, source references, and eEOC (Equal Employment Opportunity.", - "social_summary": "EEOC (Equal Employment Opportunity Commission) — Overview: eEOC (Equal Employment Opportunity.", - "download_note": "10 Markdown files · 981 words · no signup · CC-BY-4.0", + "definition": "A free, open-source set of 10 Markdown files for triaging EEOC (Equal Employment Opportunity Commission) \u2014 Overview questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope EEOC (Equal Employment Opportunity Commission) \u2014 Overview questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is EEOC (Equal Employment Opportunity Commission) \u2014 Overview source-aware brief. Start source review with U.S.", + "meta_description": "Free EEOC (Equal Employment Opportunity Commission) \u2014 Overview Markdown bundle with workflows, source references, and eEOC (Equal Employment Opportunity.", + "social_summary": "EEOC (Equal Employment Opportunity Commission) \u2014 Overview: eEOC (Equal Employment Opportunity.", + "download_note": "10 Markdown files \u00b7 981 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ - "Compliance, legal, risk, security, operations, and product teams assessing EEOC (Equal Employment Opportunity Commission) — Overview", + "Compliance, legal, risk, security, operations, and product teams assessing EEOC (Equal Employment Opportunity Commission) \u2014 Overview", "Teams working in Employers (Title VII/ADA/ADEA covered)" ], "when_to_use": [ - "A EEOC (Equal Employment Opportunity Commission) — Overview question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A EEOC (Equal Employment Opportunity Commission) \u2014 Overview question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." ], "required_inputs": [ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EEOC (Equal Employment Opportunity Commission) — Overview and draft EEOC (Equal Employment Opportunity Commission) — Overview source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Equal Employment Opportunity Commission — Employers, then confirm that the reference is current and applicable. Inspect EEOC (Equal Employment Opportunity Commission) — Overview Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EEOC (Equal Employment Opportunity Commission) \u2014 Overview and draft EEOC (Equal Employment Opportunity Commission) \u2014 Overview source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Equal Employment Opportunity Commission \u2014 Employers, then confirm that the reference is current and applicable. Inspect EEOC (Equal Employment Opportunity Commission) \u2014 Overview Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], "featured_contents": [ { "type": "Overview", - "title": "EEOC (Equal Employment Opportunity Commission) — Overview Overview", - "description": "Use this bundle to structure EEOC (Equal Employment Opportunity Commission) — Overview questions when the user needs a cautious, evidence-led answer.", + "title": "EEOC (Equal Employment Opportunity Commission) \u2014 Overview Overview", + "description": "Use this bundle to structure EEOC (Equal Employment Opportunity Commission) \u2014 Overview questions when the user needs a cautious, evidence-led answer.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/eeoc/overview.md" }, { "type": "Workflow", - "title": "EEOC (Equal Employment Opportunity Commission) — Overview Source-Aware Triage", + "title": "EEOC (Equal Employment Opportunity Commission) \u2014 Overview Source-Aware Triage", "description": "1. Restate the user question and identify the decision they want to make. 2. Name the jurisdiction, authority, source category, and local evidence currently available. 3.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/eeoc/workflows/source-aware-triage.md" }, { "type": "Template", - "title": "EEOC (Equal Employment Opportunity Commission) — Overview Source-Aware Brief", + "title": "EEOC (Equal Employment Opportunity Commission) \u2014 Overview Source-Aware Brief", "description": "State the specific decision, filing, notice, control, disclosure, reporting, or readiness question.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/eeoc/deliverables/source-aware-brief.md" }, { "type": "Quality rubric", - "title": "EEOC (Equal Employment Opportunity Commission) — Overview Source-Awareness Check", + "title": "EEOC (Equal Employment Opportunity Commission) \u2014 Overview Source-Awareness Check", "description": "Score responses on a 12-point rubric: - 0-3: identifies source category, authority, and inspection limits.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/eeoc/evaluations/source-awareness-check.md" } ], "source_notes": [ { - "label": "U.S. Equal Employment Opportunity Commission — Employers", + "label": "U.S. Equal Employment Opportunity Commission \u2014 Employers", "url": "https://www.eeoc.gov/employers", - "used_for": "Legal, regulatory, standards, or agency reference for EEOC (Equal Employment Opportunity Commission) — Overview scope and source checks." + "used_for": "Legal, regulatory, standards, or agency reference for EEOC (Equal Employment Opportunity Commission) \u2014 Overview scope and source checks." } ] }, @@ -28634,7 +28634,7 @@ "summary": "Use this bundle to scope EEOC Anti-Discrimination Statutes Compliance (Title VII, ADA, ADEA, GINA, EPA, PWFA) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is EEOC Anti-Discrimination Statutes Compliance (Title VII, ADA, ADEA, GINA, EPA, PWFA).", "meta_description": "Free EEOC Anti-Discrimination Statutes Compliance (Title VII, ADA, ADEA, GINA, EPA, PWFA) Markdown bundle with workflows, source references, and eEOC.", "social_summary": "EEOC Anti-Discrimination Statutes Compliance (Title VII, ADA, ADEA, GINA, EPA, PWFA): eEOC.", - "download_note": "10 Markdown files · 1,156 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,156 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing EEOC Anti-Discrimination Statutes Compliance (Title VII, ADA, ADEA, GINA, EPA, PWFA)", "Teams working in Employers (any industry)" @@ -28647,7 +28647,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EEOC Anti-Discrimination Statutes Compliance (Title VII, ADA, ADEA, GINA, EPA, PWFA) and draft EEOC Anti-Discrimination Statutes Compliance (Title VII, ADA, ADEA, GINA, EPA, PWFA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Equal Employment Opportunity Commission — Employers / Recordkeeping Requirements, then confirm that the reference is current and applicable. Inspect EEOC Anti-Discrimination Statutes Compliance (Title VII, ADA, ADEA, GINA, EPA, PWFA) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EEOC Anti-Discrimination Statutes Compliance (Title VII, ADA, ADEA, GINA, EPA, PWFA) and draft EEOC Anti-Discrimination Statutes Compliance (Title VII, ADA, ADEA, GINA, EPA, PWFA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Equal Employment Opportunity Commission \u2014 Employers / Recordkeeping Requirements, then confirm that the reference is current and applicable. Inspect EEOC Anti-Discrimination Statutes Compliance (Title VII, ADA, ADEA, GINA, EPA, PWFA) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -28679,7 +28679,7 @@ ], "source_notes": [ { - "label": "U.S. Equal Employment Opportunity Commission — Employers / Recordkeeping Requirements", + "label": "U.S. Equal Employment Opportunity Commission \u2014 Employers / Recordkeeping Requirements", "url": "https://www.eeoc.gov/employers/recordkeeping-requirements", "used_for": "Legal, regulatory, standards, or agency reference for EEOC Anti-Discrimination Statutes Compliance (Title VII, ADA, ADEA, GINA, EPA, PWFA) scope and source checks." } @@ -28838,10 +28838,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Electrician role.", - "summary": "Use this bundle to plan and review Electrician work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, a template, and a quality rubric; the intended output is electrical code and safety review brief. Start source review with O*NET OnLine — Summary / 47 2111.00.", + "summary": "Use this bundle to plan and review Electrician work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, a template, and a quality rubric; the intended output is electrical code and safety review brief. Start source review with O*NET OnLine \u2014 Summary / 47 2111.00.", "meta_description": "Free Electrician Markdown bundle with workflows, source references, and electrical code and safety review brief for use with AI assistants.", "social_summary": "Electrician: electrical code and safety review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,200 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,200 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Electrician work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry" @@ -28854,7 +28854,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Electrician work by producing electrical code and safety review brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 47 2111.00, then confirm that the reference is current and applicable. Inspect Electrician Role before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Electrician work by producing electrical code and safety review brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 47 2111.00, then confirm that the reference is current and applicable. Inspect Electrician Role before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -28886,17 +28886,17 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 47 2111.00", + "label": "O*NET OnLine \u2014 Summary / 47 2111.00", "url": "https://www.onetonline.org/link/summary/47-2111.00", "used_for": "Role or occupation reference for Electrician scope and source checks." }, { - "label": "bls.gov — Construction And Extraction / Electricians", + "label": "bls.gov \u2014 Construction And Extraction / Electricians", "url": "https://www.bls.gov/ooh/construction-and-extraction/electricians.htm", "used_for": "Role or occupation reference for Electrician scope and source checks." }, { - "label": "osha.gov — Standardnumber / 1910", + "label": "osha.gov \u2014 Standardnumber / 1910", "url": "https://www.osha.gov/laws-regs/regulations/standardnumber/1910", "used_for": "Role or occupation reference for Electrician scope and source checks." } @@ -29055,10 +29055,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging Electronic Blue Sheets (EBS) Reporting questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Electronic Blue Sheets (EBS) Reporting questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Electronic Blue Sheets (EBS) Reporting source-aware brief. Start source review with FINRA — Filing Reporting / Electronic Blue Sheets Ebs.", + "summary": "Use this bundle to scope Electronic Blue Sheets (EBS) Reporting questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Electronic Blue Sheets (EBS) Reporting source-aware brief. Start source review with FINRA \u2014 Filing Reporting / Electronic Blue Sheets Ebs.", "meta_description": "Free Electronic Blue Sheets (EBS) Reporting Markdown bundle with workflows, source references, and electronic Blue Sheets (EBS) Reporting source-aware.", "social_summary": "Electronic Blue Sheets (EBS) Reporting: electronic Blue Sheets (EBS) Reporting source-aware brief.", - "download_note": "10 Markdown files · 957 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 957 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Electronic Blue Sheets (EBS) Reporting", "Teams working in Broker-dealers and registered investment advisers" @@ -29071,7 +29071,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Electronic Blue Sheets (EBS) Reporting and draft Electronic Blue Sheets (EBS) Reporting source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA — Filing Reporting / Electronic Blue Sheets Ebs, then confirm that the reference is current and applicable. Inspect Electronic Blue Sheets (EBS) Reporting Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Electronic Blue Sheets (EBS) Reporting and draft Electronic Blue Sheets (EBS) Reporting source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA \u2014 Filing Reporting / Electronic Blue Sheets Ebs, then confirm that the reference is current and applicable. Inspect Electronic Blue Sheets (EBS) Reporting Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -29103,7 +29103,7 @@ ], "source_notes": [ { - "label": "FINRA — Filing Reporting / Electronic Blue Sheets Ebs", + "label": "FINRA \u2014 Filing Reporting / Electronic Blue Sheets Ebs", "url": "https://www.finra.org/filing-reporting/electronic-blue-sheets-ebs", "used_for": "Legal, regulatory, standards, or agency reference for Electronic Blue Sheets (EBS) Reporting scope and source checks." } @@ -29130,8 +29130,8 @@ }, { "id": "electronic-fund-transfer-regulation-e", - "title": "Electronic Fund Transfer Act Disclosures — Regulation E", - "description": "Source-aware compliance bundle for Electronic Fund Transfer Act Disclosures — Regulation E applicability, evidence collection, source inspection, and review-ready decision support.", + "title": "Electronic Fund Transfer Act Disclosures \u2014 Regulation E", + "description": "Source-aware compliance bundle for Electronic Fund Transfer Act Disclosures \u2014 Regulation E applicability, evidence collection, source inspection, and review-ready decision support.", "category": "compliance", "path": "bundles/compliance/electronic-fund-transfer-regulation-e", "version": "0.1.0", @@ -29151,14 +29151,14 @@ "institutions" ], "aliases": [ - "Electronic Fund Transfer Act Disclosures — Regulation E", + "Electronic Fund Transfer Act Disclosures \u2014 Regulation E", "US Banking & Financial Institutions", "United States" ], "problems_solved": [ - "Route Electronic Fund Transfer Act Disclosures — Regulation E work to the right source category and evidence set.", + "Route Electronic Fund Transfer Act Disclosures \u2014 Regulation E work to the right source category and evidence set.", "Separate verified source facts, user-provided facts, assumptions, and missing evidence.", - "Produce a Electronic Fund Transfer Act Disclosures — Regulation E source-aware brief suitable for qualified review." + "Produce a Electronic Fund Transfer Act Disclosures \u2014 Regulation E source-aware brief suitable for qualified review." ], "industries": [ "Banks, depository institutions, and bank holding companies" @@ -29170,12 +29170,12 @@ "qualified-review gate" ], "deliverables": [ - "Electronic Fund Transfer Act Disclosures — Regulation E source-aware brief" + "Electronic Fund Transfer Act Disclosures \u2014 Regulation E source-aware brief" ], "commands": [], "skills": [], "evaluations": [ - "Electronic Fund Transfer Act Disclosures — Regulation E source-awareness check" + "Electronic Fund Transfer Act Disclosures \u2014 Regulation E source-awareness check" ], "trust_tier": "trusted", "status": "beta", @@ -29249,7 +29249,7 @@ }, "evaluation_detail": { "status": "measured", - "title": "Electronic Fund Transfer Act Disclosures — Regulation E measured evaluation", + "title": "Electronic Fund Transfer Act Disclosures \u2014 Regulation E measured evaluation", "last_evaluated": "2026-07-29", "method": "baseline-vs-okb-rubric", "model": "openai/gpt-4o-mini", @@ -29264,58 +29264,58 @@ "private_artifacts": "research/bundle-runs/electronic-fund-transfer-regulation-e/v1/evaluation-results/" }, "landing_page": { - "definition": "A free, open-source set of 10 Markdown files for triaging Electronic Fund Transfer Act Disclosures — Regulation E questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Electronic Fund Transfer Act Disclosures — Regulation E questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Electronic Fund Transfer Act Disclosures — Regulation E source-aware brief.", - "meta_description": "Free Electronic Fund Transfer Act Disclosures — Regulation E Markdown bundle with workflows, source references, and electronic Fund Transfer Act.", - "social_summary": "Electronic Fund Transfer Act Disclosures — Regulation E: electronic Fund Transfer Act Disclosures —.", - "download_note": "10 Markdown files · 1,007 words · no signup · CC-BY-4.0", + "definition": "A free, open-source set of 10 Markdown files for triaging Electronic Fund Transfer Act Disclosures \u2014 Regulation E questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Electronic Fund Transfer Act Disclosures \u2014 Regulation E questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Electronic Fund Transfer Act Disclosures \u2014 Regulation E source-aware brief.", + "meta_description": "Free Electronic Fund Transfer Act Disclosures \u2014 Regulation E Markdown bundle with workflows, source references, and electronic Fund Transfer Act.", + "social_summary": "Electronic Fund Transfer Act Disclosures \u2014 Regulation E: electronic Fund Transfer Act Disclosures \u2014.", + "download_note": "10 Markdown files \u00b7 1,007 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ - "Compliance, legal, risk, security, operations, and product teams assessing Electronic Fund Transfer Act Disclosures — Regulation E", + "Compliance, legal, risk, security, operations, and product teams assessing Electronic Fund Transfer Act Disclosures \u2014 Regulation E", "Teams working in Banks, depository institutions, and bank holding companies" ], "when_to_use": [ - "A Electronic Fund Transfer Act Disclosures — Regulation E question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A Electronic Fund Transfer Act Disclosures \u2014 Regulation E question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." ], "required_inputs": [ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Electronic Fund Transfer Act Disclosures — Regulation E and draft Electronic Fund Transfer Act Disclosures — Regulation E source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with consumerfinance.gov — Regulations / 1005, then confirm that the reference is current and applicable. Inspect Electronic Fund Transfer Act Disclosures — Regulation E Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Electronic Fund Transfer Act Disclosures \u2014 Regulation E and draft Electronic Fund Transfer Act Disclosures \u2014 Regulation E source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with consumerfinance.gov \u2014 Regulations / 1005, then confirm that the reference is current and applicable. Inspect Electronic Fund Transfer Act Disclosures \u2014 Regulation E Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], "featured_contents": [ { "type": "Overview", - "title": "Electronic Fund Transfer Act Disclosures — Regulation E Overview", - "description": "Use this bundle to structure Electronic Fund Transfer Act Disclosures — Regulation E questions when the user needs a cautious, evidence-led answer.", + "title": "Electronic Fund Transfer Act Disclosures \u2014 Regulation E Overview", + "description": "Use this bundle to structure Electronic Fund Transfer Act Disclosures \u2014 Regulation E questions when the user needs a cautious, evidence-led answer.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/electronic-fund-transfer-regulation-e/overview.md" }, { "type": "Workflow", - "title": "Electronic Fund Transfer Act Disclosures — Regulation E Source-Aware Triage", + "title": "Electronic Fund Transfer Act Disclosures \u2014 Regulation E Source-Aware Triage", "description": "1. Restate the user question and identify the decision they want to make. 2. Name the jurisdiction, authority, source category, and local evidence currently available. 3.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/electronic-fund-transfer-regulation-e/workflows/source-aware-triage.md" }, { "type": "Template", - "title": "Electronic Fund Transfer Act Disclosures — Regulation E Source-Aware Brief", + "title": "Electronic Fund Transfer Act Disclosures \u2014 Regulation E Source-Aware Brief", "description": "State the specific decision, filing, notice, control, disclosure, reporting, or readiness question.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/electronic-fund-transfer-regulation-e/deliverables/source-aware-brief.md" }, { "type": "Quality rubric", - "title": "Electronic Fund Transfer Act Disclosures — Regulation E Source-Awareness Check", + "title": "Electronic Fund Transfer Act Disclosures \u2014 Regulation E Source-Awareness Check", "description": "Score responses on a 12-point rubric: - 0-3: identifies source category, authority, and inspection limits.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/electronic-fund-transfer-regulation-e/evaluations/source-awareness-check.md" } ], "source_notes": [ { - "label": "consumerfinance.gov — Regulations / 1005", + "label": "consumerfinance.gov \u2014 Regulations / 1005", "url": "https://www.consumerfinance.gov/rules-policy/regulations/1005/", - "used_for": "Legal, regulatory, standards, or agency reference for Electronic Fund Transfer Act Disclosures — Regulation E scope and source checks." + "used_for": "Legal, regulatory, standards, or agency reference for Electronic Fund Transfer Act Disclosures \u2014 Regulation E scope and source checks." } ] }, @@ -29478,7 +29478,7 @@ "summary": "Use this bundle to scope Electronic Vital Records Registration and Exchange Systems (EDRS/EBRS, STEVE, VIEWS) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Electronic Vital Records Registration and Exchange Systems (EDRS/EBRS, STEVE, VIEWS).", "meta_description": "Free Electronic Vital Records Registration and Exchange Systems (EDRS/EBRS, STEVE, VIEWS) Markdown bundle with workflows, source references, and electronic.", "social_summary": "Electronic Vital Records Registration and Exchange Systems (EDRS/EBRS, STEVE, VIEWS): electronic Vital.", - "download_note": "10 Markdown files · 1,164 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,164 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Electronic Vital Records Registration and Exchange Systems (EDRS/EBRS, STEVE, VIEWS)", "Teams working in Healthcare providers and health plans (HIPAA covered entities and business associates)" @@ -29491,7 +29491,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Electronic Vital Records Registration and Exchange Systems (EDRS/EBRS, STEVE, VIEWS) and draft Electronic Vital Records Registration and Exchange Systems (EDRS/EBRS, STEVE, VIEWS) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cdc.gov — Modernization / Tools, then confirm that the reference is current and applicable. Inspect Electronic Vital Records Registration and Exchange Systems (EDRS/EBRS, STEVE, VIEWS) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Electronic Vital Records Registration and Exchange Systems (EDRS/EBRS, STEVE, VIEWS) and draft Electronic Vital Records Registration and Exchange Systems (EDRS/EBRS, STEVE, VIEWS) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cdc.gov \u2014 Modernization / Tools, then confirm that the reference is current and applicable. Inspect Electronic Vital Records Registration and Exchange Systems (EDRS/EBRS, STEVE, VIEWS) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -29523,7 +29523,7 @@ ], "source_notes": [ { - "label": "cdc.gov — Modernization / Tools", + "label": "cdc.gov \u2014 Modernization / Tools", "url": "https://www.cdc.gov/nchs/nvss/modernization/tools.htm", "used_for": "Legal, regulatory, standards, or agency reference for Electronic Vital Records Registration and Exchange Systems (EDRS/EBRS, STEVE, VIEWS) scope and source checks." } @@ -29688,7 +29688,7 @@ "summary": "Use this bundle to scope EMTALA (Emergency Medical Treatment and Labor Act) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is EMTALA (Emergency Medical Treatment and Labor Act) source-aware brief.", "meta_description": "Free EMTALA (Emergency Medical Treatment and Labor Act) Markdown bundle with workflows, source references, and eMTALA (Emergency Medical Treatment and.", "social_summary": "EMTALA (Emergency Medical Treatment and Labor Act): eMTALA (Emergency Medical Treatment and Labor Act).", - "download_note": "10 Markdown files · 1,018 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,018 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing EMTALA (Emergency Medical Treatment and Labor Act)", "Teams working in Hospitals with emergency departments participating in Medicare" @@ -29701,7 +29701,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EMTALA (Emergency Medical Treatment and Labor Act) and draft EMTALA (Emergency Medical Treatment and Labor Act) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cms.gov — Legislation / Emergency Medical Treatment Labor Act, then confirm that the reference is current and applicable. Inspect EMTALA (Emergency Medical Treatment and Labor Act) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EMTALA (Emergency Medical Treatment and Labor Act) and draft EMTALA (Emergency Medical Treatment and Labor Act) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cms.gov \u2014 Legislation / Emergency Medical Treatment Labor Act, then confirm that the reference is current and applicable. Inspect EMTALA (Emergency Medical Treatment and Labor Act) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -29733,7 +29733,7 @@ ], "source_notes": [ { - "label": "cms.gov — Legislation / Emergency Medical Treatment Labor Act", + "label": "cms.gov \u2014 Legislation / Emergency Medical Treatment Labor Act", "url": "https://www.cms.gov/medicare/regulations-guidance/legislation/emergency-medical-treatment-labor-act", "used_for": "Legal, regulatory, standards, or agency reference for EMTALA (Emergency Medical Treatment and Labor Act) scope and source checks." } @@ -29761,8 +29761,8 @@ }, { "id": "enhanced-prudential-standards-regulation-yy", - "title": "Enhanced Prudential Standards — Regulation YY", - "description": "Source-aware compliance bundle for Enhanced Prudential Standards — Regulation YY applicability, evidence collection, source inspection, and review-ready decision support.", + "title": "Enhanced Prudential Standards \u2014 Regulation YY", + "description": "Source-aware compliance bundle for Enhanced Prudential Standards \u2014 Regulation YY applicability, evidence collection, source inspection, and review-ready decision support.", "category": "compliance", "path": "bundles/compliance/enhanced-prudential-standards-regulation-yy", "version": "0.1.0", @@ -29782,14 +29782,14 @@ "compliance" ], "aliases": [ - "Enhanced Prudential Standards — Regulation YY", + "Enhanced Prudential Standards \u2014 Regulation YY", "US Banking & Financial Institutions", "United States" ], "problems_solved": [ - "Route Enhanced Prudential Standards — Regulation YY work to the right source category and evidence set.", + "Route Enhanced Prudential Standards \u2014 Regulation YY work to the right source category and evidence set.", "Separate verified source facts, user-provided facts, assumptions, and missing evidence.", - "Produce a Enhanced Prudential Standards — Regulation YY source-aware brief suitable for qualified review." + "Produce a Enhanced Prudential Standards \u2014 Regulation YY source-aware brief suitable for qualified review." ], "industries": [ "Banks, depository institutions, and bank holding companies" @@ -29801,12 +29801,12 @@ "qualified-review gate" ], "deliverables": [ - "Enhanced Prudential Standards — Regulation YY source-aware brief" + "Enhanced Prudential Standards \u2014 Regulation YY source-aware brief" ], "commands": [], "skills": [], "evaluations": [ - "Enhanced Prudential Standards — Regulation YY source-awareness check" + "Enhanced Prudential Standards \u2014 Regulation YY source-awareness check" ], "trust_tier": "trusted", "status": "beta", @@ -29880,7 +29880,7 @@ }, "evaluation_detail": { "status": "measured", - "title": "Enhanced Prudential Standards — Regulation YY measured evaluation", + "title": "Enhanced Prudential Standards \u2014 Regulation YY measured evaluation", "last_evaluated": "2026-07-29", "method": "baseline-vs-okb-rubric", "model": "openai/gpt-4o-mini", @@ -29895,58 +29895,58 @@ "private_artifacts": "research/bundle-runs/enhanced-prudential-standards-regulation-yy/v1/evaluation-results/" }, "landing_page": { - "definition": "A free, open-source set of 10 Markdown files for triaging Enhanced Prudential Standards — Regulation YY questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Enhanced Prudential Standards — Regulation YY questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Enhanced Prudential Standards — Regulation YY source-aware brief.", - "meta_description": "Free Enhanced Prudential Standards — Regulation YY Markdown bundle with workflows, source references, and enhanced Prudential Standards — Regulation YY.", - "social_summary": "Enhanced Prudential Standards — Regulation YY: enhanced Prudential Standards — Regulation YY.", - "download_note": "10 Markdown files · 953 words · no signup · CC-BY-4.0", + "definition": "A free, open-source set of 10 Markdown files for triaging Enhanced Prudential Standards \u2014 Regulation YY questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Enhanced Prudential Standards \u2014 Regulation YY questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Enhanced Prudential Standards \u2014 Regulation YY source-aware brief.", + "meta_description": "Free Enhanced Prudential Standards \u2014 Regulation YY Markdown bundle with workflows, source references, and enhanced Prudential Standards \u2014 Regulation YY.", + "social_summary": "Enhanced Prudential Standards \u2014 Regulation YY: enhanced Prudential Standards \u2014 Regulation YY.", + "download_note": "10 Markdown files \u00b7 953 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ - "Compliance, legal, risk, security, operations, and product teams assessing Enhanced Prudential Standards — Regulation YY", + "Compliance, legal, risk, security, operations, and product teams assessing Enhanced Prudential Standards \u2014 Regulation YY", "Teams working in Banks, depository institutions, and bank holding companies" ], "when_to_use": [ - "A Enhanced Prudential Standards — Regulation YY question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A Enhanced Prudential Standards \u2014 Regulation YY question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." ], "required_inputs": [ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Enhanced Prudential Standards — Regulation YY and draft Enhanced Prudential Standards — Regulation YY source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subchapter A / Part 252, then confirm that the reference is current and applicable. Inspect Enhanced Prudential Standards — Regulation YY Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Enhanced Prudential Standards \u2014 Regulation YY and draft Enhanced Prudential Standards \u2014 Regulation YY source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subchapter A / Part 252, then confirm that the reference is current and applicable. Inspect Enhanced Prudential Standards \u2014 Regulation YY Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], "featured_contents": [ { "type": "Overview", - "title": "Enhanced Prudential Standards — Regulation YY Overview", - "description": "Use this bundle to structure Enhanced Prudential Standards — Regulation YY questions when the user needs a cautious, evidence-led answer.", + "title": "Enhanced Prudential Standards \u2014 Regulation YY Overview", + "description": "Use this bundle to structure Enhanced Prudential Standards \u2014 Regulation YY questions when the user needs a cautious, evidence-led answer.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/enhanced-prudential-standards-regulation-yy/overview.md" }, { "type": "Workflow", - "title": "Enhanced Prudential Standards — Regulation YY Source-Aware Triage", + "title": "Enhanced Prudential Standards \u2014 Regulation YY Source-Aware Triage", "description": "1. Restate the user question and identify the decision they want to make. 2. Name the jurisdiction, authority, source category, and local evidence currently available. 3.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/enhanced-prudential-standards-regulation-yy/workflows/source-aware-triage.md" }, { "type": "Template", - "title": "Enhanced Prudential Standards — Regulation YY Source-Aware Brief", + "title": "Enhanced Prudential Standards \u2014 Regulation YY Source-Aware Brief", "description": "State the specific decision, filing, notice, control, disclosure, reporting, or readiness question.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/enhanced-prudential-standards-regulation-yy/deliverables/source-aware-brief.md" }, { "type": "Quality rubric", - "title": "Enhanced Prudential Standards — Regulation YY Source-Awareness Check", + "title": "Enhanced Prudential Standards \u2014 Regulation YY Source-Awareness Check", "description": "Score responses on a 12-point rubric: - 0-3: identifies source category, authority, and inspection limits.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/enhanced-prudential-standards-regulation-yy/evaluations/source-awareness-check.md" } ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subchapter A / Part 252", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter A / Part 252", "url": "https://www.ecfr.gov/current/title-12/chapter-II/subchapter-A/part-252", - "used_for": "Legal, regulatory, standards, or agency reference for Enhanced Prudential Standards — Regulation YY scope and source checks." + "used_for": "Legal, regulatory, standards, or agency reference for Enhanced Prudential Standards \u2014 Regulation YY scope and source checks." } ] }, @@ -30109,7 +30109,7 @@ "summary": "Use this bundle to scope Executive Order 13496 Employee Rights Notice questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Executive Order 13496 Employee Rights Notice source-aware brief. Start source review with U.S.", "meta_description": "Free Executive Order 13496 Employee Rights Notice Markdown bundle with workflows, source references, and executive Order 13496 Employee Rights Notice.", "social_summary": "Executive Order 13496 Employee Rights Notice: executive Order 13496 Employee Rights Notice source-aware.", - "download_note": "10 Markdown files · 989 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 989 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Executive Order 13496 Employee Rights Notice", "Teams working in Employers (any industry)" @@ -30122,7 +30122,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Executive Order 13496 Employee Rights Notice and draft Executive Order 13496 Employee Rights Notice source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Labor — Poster / Labor Rights Federal Contractors, then confirm that the reference is current and applicable. Inspect Executive Order 13496 Employee Rights Notice Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Executive Order 13496 Employee Rights Notice and draft Executive Order 13496 Employee Rights Notice source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Labor \u2014 Poster / Labor Rights Federal Contractors, then confirm that the reference is current and applicable. Inspect Executive Order 13496 Employee Rights Notice Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -30154,7 +30154,7 @@ ], "source_notes": [ { - "label": "U.S. Department of Labor — Poster / Labor Rights Federal Contractors", + "label": "U.S. Department of Labor \u2014 Poster / Labor Rights Federal Contractors", "url": "https://www.dol.gov/agencies/olms/poster/labor-rights-federal-contractors", "used_for": "Legal, regulatory, standards, or agency reference for Executive Order 13496 Employee Rights Notice scope and source checks." } @@ -30320,7 +30320,7 @@ "summary": "Use this bundle to scope EPA Clean Air Act Permitting and Emission Standards questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is EPA Clean Air Act Permitting and Emission Standards source-aware brief. Start source review with U.S.", "meta_description": "Free EPA Clean Air Act Permitting and Emission Standards Markdown bundle with workflows, source references, and ePA Clean Air Act Permitting and Emission.", "social_summary": "EPA Clean Air Act Permitting and Emission Standards: ePA Clean Air Act Permitting and Emission Standards.", - "download_note": "10 Markdown files · 1,044 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,044 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing EPA Clean Air Act Permitting and Emission Standards", "Teams working in Public companies (SEC-reporting) and quality-managed manufacturers" @@ -30333,7 +30333,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EPA Clean Air Act Permitting and Emission Standards and draft EPA Clean Air Act Permitting and Emission Standards source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Environmental Protection Agency — Title V Operating Permits, then confirm that the reference is current and applicable. Inspect EPA Clean Air Act Permitting and Emission Standards Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EPA Clean Air Act Permitting and Emission Standards and draft EPA Clean Air Act Permitting and Emission Standards source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Environmental Protection Agency \u2014 Title V Operating Permits, then confirm that the reference is current and applicable. Inspect EPA Clean Air Act Permitting and Emission Standards Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -30365,7 +30365,7 @@ ], "source_notes": [ { - "label": "U.S. Environmental Protection Agency — Title V Operating Permits", + "label": "U.S. Environmental Protection Agency \u2014 Title V Operating Permits", "url": "https://www.epa.gov/title-v-operating-permits", "used_for": "Legal, regulatory, standards, or agency reference for EPA Clean Air Act Permitting and Emission Standards scope and source checks." } @@ -30529,7 +30529,7 @@ "summary": "Use this bundle to scope EPA Mandatory Greenhouse Gas Reporting Program questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is EPA Mandatory Greenhouse Gas Reporting Program source-aware brief. Start source review with U.S.", "meta_description": "Free EPA Mandatory Greenhouse Gas Reporting Program Markdown bundle with workflows, source references, and ePA Mandatory Greenhouse Gas Reporting Program.", "social_summary": "EPA Mandatory Greenhouse Gas Reporting Program: ePA Mandatory Greenhouse Gas Reporting Program.", - "download_note": "10 Markdown files · 981 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 981 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing EPA Mandatory Greenhouse Gas Reporting Program", "Teams working in Public companies (SEC-reporting) and quality-managed manufacturers" @@ -30542,7 +30542,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EPA Mandatory Greenhouse Gas Reporting Program and draft EPA Mandatory Greenhouse Gas Reporting Program source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Environmental Protection Agency — Ghgreporting / Learn About Greenhouse Gas Reporting Program Ghgrp, then confirm that the reference is current and applicable. Inspect EPA Mandatory Greenhouse Gas Reporting Program Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EPA Mandatory Greenhouse Gas Reporting Program and draft EPA Mandatory Greenhouse Gas Reporting Program source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Environmental Protection Agency \u2014 Ghgreporting / Learn About Greenhouse Gas Reporting Program Ghgrp, then confirm that the reference is current and applicable. Inspect EPA Mandatory Greenhouse Gas Reporting Program Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -30574,7 +30574,7 @@ ], "source_notes": [ { - "label": "U.S. Environmental Protection Agency — Ghgreporting / Learn About Greenhouse Gas Reporting Program Ghgrp", + "label": "U.S. Environmental Protection Agency \u2014 Ghgreporting / Learn About Greenhouse Gas Reporting Program Ghgrp", "url": "https://www.epa.gov/ghgreporting/learn-about-greenhouse-gas-reporting-program-ghgrp", "used_for": "Legal, regulatory, standards, or agency reference for EPA Mandatory Greenhouse Gas Reporting Program scope and source checks." } @@ -30738,7 +30738,7 @@ "summary": "Use this bundle to scope EPA NPDES Water Discharge Permitting and Reporting questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is EPA NPDES Water Discharge Permitting and Reporting source-aware brief. Start source review with U.S.", "meta_description": "Free EPA NPDES Water Discharge Permitting and Reporting Markdown bundle with workflows, source references, and ePA NPDES Water Discharge Permitting and.", "social_summary": "EPA NPDES Water Discharge Permitting and Reporting: ePA NPDES Water Discharge Permitting and Reporting.", - "download_note": "10 Markdown files · 1,015 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,015 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing EPA NPDES Water Discharge Permitting and Reporting", "Teams working in Public companies (SEC-reporting) and quality-managed manufacturers" @@ -30751,7 +30751,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EPA NPDES Water Discharge Permitting and Reporting and draft EPA NPDES Water Discharge Permitting and Reporting source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Environmental Protection Agency — Compliance / Npdes Ereporting, then confirm that the reference is current and applicable. Inspect EPA NPDES Water Discharge Permitting and Reporting Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EPA NPDES Water Discharge Permitting and Reporting and draft EPA NPDES Water Discharge Permitting and Reporting source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Environmental Protection Agency \u2014 Compliance / Npdes Ereporting, then confirm that the reference is current and applicable. Inspect EPA NPDES Water Discharge Permitting and Reporting Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -30783,7 +30783,7 @@ ], "source_notes": [ { - "label": "U.S. Environmental Protection Agency — Compliance / Npdes Ereporting", + "label": "U.S. Environmental Protection Agency \u2014 Compliance / Npdes Ereporting", "url": "https://www.epa.gov/compliance/npdes-ereporting", "used_for": "Legal, regulatory, standards, or agency reference for EPA NPDES Water Discharge Permitting and Reporting scope and source checks." } @@ -30947,7 +30947,7 @@ "summary": "Use this bundle to scope EPA Ozone-Depleting Substances and HFC (AIM Act) Reporting questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is EPA Ozone-Depleting Substances and HFC (AIM Act) Reporting source-aware brief. Start source review with U.S.", "meta_description": "Free EPA Ozone-Depleting Substances and HFC (AIM Act) Reporting Markdown bundle with workflows, source references, and ePA Ozone-Depleting Substances and.", "social_summary": "EPA Ozone-Depleting Substances and HFC (AIM Act) Reporting: ePA Ozone-Depleting Substances and HFC (AIM.", - "download_note": "10 Markdown files · 1,033 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,033 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing EPA Ozone-Depleting Substances and HFC (AIM Act) Reporting", "Teams working in Public companies (SEC-reporting) and quality-managed manufacturers" @@ -30960,7 +30960,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EPA Ozone-Depleting Substances and HFC (AIM Act) Reporting and draft EPA Ozone-Depleting Substances and HFC (AIM Act) Reporting source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Environmental Protection Agency — Climate Hfcs Reduction / Reporting And Recordkeeping, then confirm that the reference is current and applicable. Inspect EPA Ozone-Depleting Substances and HFC (AIM Act) Reporting Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EPA Ozone-Depleting Substances and HFC (AIM Act) Reporting and draft EPA Ozone-Depleting Substances and HFC (AIM Act) Reporting source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Environmental Protection Agency \u2014 Climate Hfcs Reduction / Reporting And Recordkeeping, then confirm that the reference is current and applicable. Inspect EPA Ozone-Depleting Substances and HFC (AIM Act) Reporting Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -30992,7 +30992,7 @@ ], "source_notes": [ { - "label": "U.S. Environmental Protection Agency — Climate Hfcs Reduction / Reporting And Recordkeeping", + "label": "U.S. Environmental Protection Agency \u2014 Climate Hfcs Reduction / Reporting And Recordkeeping", "url": "https://www.epa.gov/climate-hfcs-reduction/reporting-and-recordkeeping", "used_for": "Legal, regulatory, standards, or agency reference for EPA Ozone-Depleting Substances and HFC (AIM Act) Reporting scope and source checks." } @@ -31156,7 +31156,7 @@ "summary": "Use this bundle to scope EPA RCRA Hazardous Waste Generator and Manifest Requirements questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is EPA RCRA Hazardous Waste Generator and Manifest Requirements source-aware brief. Start source review with U.S.", "meta_description": "Free EPA RCRA Hazardous Waste Generator and Manifest Requirements Markdown bundle with workflows, source references, and ePA RCRA Hazardous Waste Generator.", "social_summary": "EPA RCRA Hazardous Waste Generator and Manifest Requirements: ePA RCRA Hazardous Waste Generator and.", - "download_note": "10 Markdown files · 1,037 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,037 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing EPA RCRA Hazardous Waste Generator and Manifest Requirements", "Teams working in Public companies (SEC-reporting) and quality-managed manufacturers" @@ -31169,7 +31169,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EPA RCRA Hazardous Waste Generator and Manifest Requirements and draft EPA RCRA Hazardous Waste Generator and Manifest Requirements source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Environmental Protection Agency — Hwgenerators / Hazardous Waste Manifest System, then confirm that the reference is current and applicable. Inspect EPA RCRA Hazardous Waste Generator and Manifest Requirements Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EPA RCRA Hazardous Waste Generator and Manifest Requirements and draft EPA RCRA Hazardous Waste Generator and Manifest Requirements source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Environmental Protection Agency \u2014 Hwgenerators / Hazardous Waste Manifest System, then confirm that the reference is current and applicable. Inspect EPA RCRA Hazardous Waste Generator and Manifest Requirements Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -31201,7 +31201,7 @@ ], "source_notes": [ { - "label": "U.S. Environmental Protection Agency — Hwgenerators / Hazardous Waste Manifest System", + "label": "U.S. Environmental Protection Agency \u2014 Hwgenerators / Hazardous Waste Manifest System", "url": "https://www.epa.gov/hwgenerators/hazardous-waste-manifest-system", "used_for": "Legal, regulatory, standards, or agency reference for EPA RCRA Hazardous Waste Generator and Manifest Requirements scope and source checks." } @@ -31365,7 +31365,7 @@ "summary": "Use this bundle to scope EPA Risk Management Program (RMP) Rule questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is EPA Risk Management Program (RMP) Rule source-aware brief. Start source review with U.S.", "meta_description": "Free EPA Risk Management Program (RMP) Rule Markdown bundle with workflows, source references, and ePA Risk Management Program (RMP) Rule source-aware.", "social_summary": "EPA Risk Management Program (RMP) Rule: ePA Risk Management Program (RMP) Rule source-aware brief.", - "download_note": "10 Markdown files · 977 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 977 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing EPA Risk Management Program (RMP) Rule", "Teams working in Public companies (SEC-reporting) and quality-managed manufacturers" @@ -31378,7 +31378,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EPA Risk Management Program (RMP) Rule and draft EPA Risk Management Program (RMP) Rule source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Environmental Protection Agency — Rmp / Risk Management Program Safer Communities Chemical Accident Prevention Final Rule, then confirm that the reference is current and applicable. Inspect EPA Risk Management Program (RMP) Rule Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EPA Risk Management Program (RMP) Rule and draft EPA Risk Management Program (RMP) Rule source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Environmental Protection Agency \u2014 Rmp / Risk Management Program Safer Communities Chemical Accident Prevention Final Rule, then confirm that the reference is current and applicable. Inspect EPA Risk Management Program (RMP) Rule Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -31410,7 +31410,7 @@ ], "source_notes": [ { - "label": "U.S. Environmental Protection Agency — Rmp / Risk Management Program Safer Communities Chemical Accident Prevention Final Rule", + "label": "U.S. Environmental Protection Agency \u2014 Rmp / Risk Management Program Safer Communities Chemical Accident Prevention Final Rule", "url": "https://www.epa.gov/rmp/risk-management-program-safer-communities-chemical-accident-prevention-final-rule", "used_for": "Legal, regulatory, standards, or agency reference for EPA Risk Management Program (RMP) Rule scope and source checks." } @@ -31574,7 +31574,7 @@ "summary": "Use this bundle to scope EPA Spill Prevention, Control, and Countermeasure (SPCC) Plan questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is EPA Spill Prevention, Control, and Countermeasure (SPCC) Plan source-aware brief. Start source review with U.S.", "meta_description": "Free EPA Spill Prevention, Control, and Countermeasure (SPCC) Plan Markdown bundle with workflows, source references, and ePA Spill Prevention, Control.", "social_summary": "EPA Spill Prevention, Control, and Countermeasure (SPCC) Plan: ePA Spill Prevention, Control, and.", - "download_note": "10 Markdown files · 1,021 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,021 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing EPA Spill Prevention, Control, and Countermeasure (SPCC) Plan", "Teams working in Public companies (SEC-reporting) and quality-managed manufacturers" @@ -31587,7 +31587,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EPA Spill Prevention, Control, and Countermeasure (SPCC) Plan and draft EPA Spill Prevention, Control, and Countermeasure (SPCC) Plan source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Environmental Protection Agency — Oil Spills Prevention And Preparedness Regulations / Overview Spill Prevention Control And, then confirm that the reference is current and applicable. Inspect EPA Spill Prevention, Control, and Countermeasure (SPCC) Plan Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EPA Spill Prevention, Control, and Countermeasure (SPCC) Plan and draft EPA Spill Prevention, Control, and Countermeasure (SPCC) Plan source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Environmental Protection Agency \u2014 Oil Spills Prevention And Preparedness Regulations / Overview Spill Prevention Control And, then confirm that the reference is current and applicable. Inspect EPA Spill Prevention, Control, and Countermeasure (SPCC) Plan Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -31619,7 +31619,7 @@ ], "source_notes": [ { - "label": "U.S. Environmental Protection Agency — Oil Spills Prevention And Preparedness Regulations / Overview Spill Prevention Control And", + "label": "U.S. Environmental Protection Agency \u2014 Oil Spills Prevention And Preparedness Regulations / Overview Spill Prevention Control And", "url": "https://www.epa.gov/oil-spills-prevention-and-preparedness-regulations/overview-spill-prevention-control-and", "used_for": "Legal, regulatory, standards, or agency reference for EPA Spill Prevention, Control, and Countermeasure (SPCC) Plan scope and source checks." } @@ -31783,7 +31783,7 @@ "summary": "Use this bundle to scope EPA Toxics Release Inventory (TRI) Reporting questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is EPA Toxics Release Inventory (TRI) Reporting source-aware brief. Start source review with U.S.", "meta_description": "Free EPA Toxics Release Inventory (TRI) Reporting Markdown bundle with workflows, source references, and ePA Toxics Release Inventory (TRI) Reporting.", "social_summary": "EPA Toxics Release Inventory (TRI) Reporting: ePA Toxics Release Inventory (TRI) Reporting source-aware.", - "download_note": "10 Markdown files · 1,002 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,002 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing EPA Toxics Release Inventory (TRI) Reporting", "Teams working in Public companies (SEC-reporting) and quality-managed manufacturers" @@ -31796,7 +31796,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EPA Toxics Release Inventory (TRI) Reporting and draft EPA Toxics Release Inventory (TRI) Reporting source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Environmental Protection Agency — Toxics Release Inventory Tri Program / Reporting Tri Facilities, then confirm that the reference is current and applicable. Inspect EPA Toxics Release Inventory (TRI) Reporting Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EPA Toxics Release Inventory (TRI) Reporting and draft EPA Toxics Release Inventory (TRI) Reporting source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Environmental Protection Agency \u2014 Toxics Release Inventory Tri Program / Reporting Tri Facilities, then confirm that the reference is current and applicable. Inspect EPA Toxics Release Inventory (TRI) Reporting Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -31828,7 +31828,7 @@ ], "source_notes": [ { - "label": "U.S. Environmental Protection Agency — Toxics Release Inventory Tri Program / Reporting Tri Facilities", + "label": "U.S. Environmental Protection Agency \u2014 Toxics Release Inventory Tri Program / Reporting Tri Facilities", "url": "https://www.epa.gov/toxics-release-inventory-tri-program/reporting-tri-facilities", "used_for": "Legal, regulatory, standards, or agency reference for EPA Toxics Release Inventory (TRI) Reporting scope and source checks." } @@ -31992,7 +31992,7 @@ "summary": "Use this bundle to scope EPA TSCA Chemical Reporting and Notification Requirements questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is EPA TSCA Chemical Reporting and Notification Requirements source-aware brief. Start source review with U.S.", "meta_description": "Free EPA TSCA Chemical Reporting and Notification Requirements Markdown bundle with workflows, source references, and ePA TSCA Chemical Reporting and.", "social_summary": "EPA TSCA Chemical Reporting and Notification Requirements: ePA TSCA Chemical Reporting and Notification.", - "download_note": "10 Markdown files · 1,047 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,047 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing EPA TSCA Chemical Reporting and Notification Requirements", "Teams working in Public companies (SEC-reporting) and quality-managed manufacturers" @@ -32005,7 +32005,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EPA TSCA Chemical Reporting and Notification Requirements and draft EPA TSCA Chemical Reporting and Notification Requirements source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Environmental Protection Agency — Assessing And Managing Chemicals Under Tsca / Tsca Section 8a7 Reporting And Recordkeeping, then confirm that the reference is current and applicable. Inspect EPA TSCA Chemical Reporting and Notification Requirements Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EPA TSCA Chemical Reporting and Notification Requirements and draft EPA TSCA Chemical Reporting and Notification Requirements source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Environmental Protection Agency \u2014 Assessing And Managing Chemicals Under Tsca / Tsca Section 8a7 Reporting And Recordkeeping, then confirm that the reference is current and applicable. Inspect EPA TSCA Chemical Reporting and Notification Requirements Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -32037,7 +32037,7 @@ ], "source_notes": [ { - "label": "U.S. Environmental Protection Agency — Assessing And Managing Chemicals Under Tsca / Tsca Section 8a7 Reporting And Recordkeeping", + "label": "U.S. Environmental Protection Agency \u2014 Assessing And Managing Chemicals Under Tsca / Tsca Section 8a7 Reporting And Recordkeeping", "url": "https://www.epa.gov/assessing-and-managing-chemicals-under-tsca/tsca-section-8a7-reporting-and-recordkeeping", "used_for": "Legal, regulatory, standards, or agency reference for EPA TSCA Chemical Reporting and Notification Requirements scope and source checks." } @@ -32201,7 +32201,7 @@ "summary": "Use this bundle to scope EPCRA Emergency Planning, Chemical Inventory, and Release Notification questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is EPCRA Emergency Planning, Chemical Inventory, and Release Notification source-aware brief.", "meta_description": "Free EPCRA Emergency Planning, Chemical Inventory, and Release Notification Markdown bundle with workflows, source references, and ePCRA Emergency.", "social_summary": "EPCRA Emergency Planning, Chemical Inventory, and Release Notification: ePCRA Emergency Planning.", - "download_note": "10 Markdown files · 1,040 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,040 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing EPCRA Emergency Planning, Chemical Inventory, and Release Notification", "Teams working in Public companies (SEC-reporting) and quality-managed manufacturers" @@ -32214,7 +32214,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EPCRA Emergency Planning, Chemical Inventory, and Release Notification and draft EPCRA Emergency Planning, Chemical Inventory, and Release Notification source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Environmental Protection Agency — Epcra, then confirm that the reference is current and applicable. Inspect EPCRA Emergency Planning, Chemical Inventory, and Release Notification Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EPCRA Emergency Planning, Chemical Inventory, and Release Notification and draft EPCRA Emergency Planning, Chemical Inventory, and Release Notification source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Environmental Protection Agency \u2014 Epcra, then confirm that the reference is current and applicable. Inspect EPCRA Emergency Planning, Chemical Inventory, and Release Notification Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -32246,7 +32246,7 @@ ], "source_notes": [ { - "label": "U.S. Environmental Protection Agency — Epcra", + "label": "U.S. Environmental Protection Agency \u2014 Epcra", "url": "https://www.epa.gov/epcra", "used_for": "Legal, regulatory, standards, or agency reference for EPCRA Emergency Planning, Chemical Inventory, and Release Notification scope and source checks." } @@ -32411,7 +32411,7 @@ "summary": "Use this bundle to scope Employee Polygraph Protection Act (EPPA) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Employee Polygraph Protection Act (EPPA) source-aware brief. Start source review with U.S.", "meta_description": "Free Employee Polygraph Protection Act (EPPA) Markdown bundle with workflows, source references, and employee Polygraph Protection Act (EPPA) source-aware.", "social_summary": "Employee Polygraph Protection Act (EPPA): employee Polygraph Protection Act (EPPA) source-aware brief.", - "download_note": "10 Markdown files · 948 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 948 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Employee Polygraph Protection Act (EPPA)", "Teams working in Employers (any industry)" @@ -32424,7 +32424,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Employee Polygraph Protection Act (EPPA) and draft Employee Polygraph Protection Act (EPPA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Labor — Posters / Employee Polygraph Protection Act, then confirm that the reference is current and applicable. Inspect Employee Polygraph Protection Act (EPPA) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Employee Polygraph Protection Act (EPPA) and draft Employee Polygraph Protection Act (EPPA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Labor \u2014 Posters / Employee Polygraph Protection Act, then confirm that the reference is current and applicable. Inspect Employee Polygraph Protection Act (EPPA) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -32456,7 +32456,7 @@ ], "source_notes": [ { - "label": "U.S. Department of Labor — Posters / Employee Polygraph Protection Act", + "label": "U.S. Department of Labor \u2014 Posters / Employee Polygraph Protection Act", "url": "https://www.dol.gov/agencies/whd/posters/employee-polygraph-protection-act", "used_for": "Legal, regulatory, standards, or agency reference for Employee Polygraph Protection Act (EPPA) scope and source checks." } @@ -32484,8 +32484,8 @@ }, { "id": "equal-credit-opportunity-regulation-b", - "title": "Equal Credit Opportunity Act Compliance — Regulation B", - "description": "Source-aware compliance bundle for Equal Credit Opportunity Act Compliance — Regulation B applicability, evidence collection, source inspection, and review-ready decision support.", + "title": "Equal Credit Opportunity Act Compliance \u2014 Regulation B", + "description": "Source-aware compliance bundle for Equal Credit Opportunity Act Compliance \u2014 Regulation B applicability, evidence collection, source inspection, and review-ready decision support.", "category": "compliance", "path": "bundles/compliance/equal-credit-opportunity-regulation-b", "version": "0.1.0", @@ -32505,14 +32505,14 @@ "institutions" ], "aliases": [ - "Equal Credit Opportunity Act Compliance — Regulation B", + "Equal Credit Opportunity Act Compliance \u2014 Regulation B", "US Banking & Financial Institutions", "United States" ], "problems_solved": [ - "Route Equal Credit Opportunity Act Compliance — Regulation B work to the right source category and evidence set.", + "Route Equal Credit Opportunity Act Compliance \u2014 Regulation B work to the right source category and evidence set.", "Separate verified source facts, user-provided facts, assumptions, and missing evidence.", - "Produce a Equal Credit Opportunity Act Compliance — Regulation B source-aware brief suitable for qualified review." + "Produce a Equal Credit Opportunity Act Compliance \u2014 Regulation B source-aware brief suitable for qualified review." ], "industries": [ "Banks, depository institutions, and bank holding companies" @@ -32524,12 +32524,12 @@ "qualified-review gate" ], "deliverables": [ - "Equal Credit Opportunity Act Compliance — Regulation B source-aware brief" + "Equal Credit Opportunity Act Compliance \u2014 Regulation B source-aware brief" ], "commands": [], "skills": [], "evaluations": [ - "Equal Credit Opportunity Act Compliance — Regulation B source-awareness check" + "Equal Credit Opportunity Act Compliance \u2014 Regulation B source-awareness check" ], "trust_tier": "trusted", "status": "beta", @@ -32603,7 +32603,7 @@ }, "evaluation_detail": { "status": "measured", - "title": "Equal Credit Opportunity Act Compliance — Regulation B measured evaluation", + "title": "Equal Credit Opportunity Act Compliance \u2014 Regulation B measured evaluation", "last_evaluated": "2026-07-29", "method": "baseline-vs-okb-rubric", "model": "openai/gpt-4o-mini", @@ -32618,58 +32618,58 @@ "private_artifacts": "research/bundle-runs/equal-credit-opportunity-regulation-b/v1/evaluation-results/" }, "landing_page": { - "definition": "A free, open-source set of 10 Markdown files for triaging Equal Credit Opportunity Act Compliance — Regulation B questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Equal Credit Opportunity Act Compliance — Regulation B questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Equal Credit Opportunity Act Compliance — Regulation B source-aware brief.", - "meta_description": "Free Equal Credit Opportunity Act Compliance — Regulation B Markdown bundle with workflows, source references, and equal Credit Opportunity Act Compliance.", - "social_summary": "Equal Credit Opportunity Act Compliance — Regulation B: equal Credit Opportunity Act Compliance —.", - "download_note": "10 Markdown files · 1,002 words · no signup · CC-BY-4.0", + "definition": "A free, open-source set of 10 Markdown files for triaging Equal Credit Opportunity Act Compliance \u2014 Regulation B questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Equal Credit Opportunity Act Compliance \u2014 Regulation B questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Equal Credit Opportunity Act Compliance \u2014 Regulation B source-aware brief.", + "meta_description": "Free Equal Credit Opportunity Act Compliance \u2014 Regulation B Markdown bundle with workflows, source references, and equal Credit Opportunity Act Compliance.", + "social_summary": "Equal Credit Opportunity Act Compliance \u2014 Regulation B: equal Credit Opportunity Act Compliance \u2014.", + "download_note": "10 Markdown files \u00b7 1,002 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ - "Compliance, legal, risk, security, operations, and product teams assessing Equal Credit Opportunity Act Compliance — Regulation B", + "Compliance, legal, risk, security, operations, and product teams assessing Equal Credit Opportunity Act Compliance \u2014 Regulation B", "Teams working in Banks, depository institutions, and bank holding companies" ], "when_to_use": [ - "A Equal Credit Opportunity Act Compliance — Regulation B question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A Equal Credit Opportunity Act Compliance \u2014 Regulation B question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." ], "required_inputs": [ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Equal Credit Opportunity Act Compliance — Regulation B and draft Equal Credit Opportunity Act Compliance — Regulation B source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with consumerfinance.gov — Regulations / 1002, then confirm that the reference is current and applicable. Inspect Equal Credit Opportunity Act Compliance — Regulation B Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Equal Credit Opportunity Act Compliance \u2014 Regulation B and draft Equal Credit Opportunity Act Compliance \u2014 Regulation B source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with consumerfinance.gov \u2014 Regulations / 1002, then confirm that the reference is current and applicable. Inspect Equal Credit Opportunity Act Compliance \u2014 Regulation B Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], "featured_contents": [ { "type": "Overview", - "title": "Equal Credit Opportunity Act Compliance — Regulation B Overview", - "description": "Use this bundle to structure Equal Credit Opportunity Act Compliance — Regulation B questions when the user needs a cautious, evidence-led answer.", + "title": "Equal Credit Opportunity Act Compliance \u2014 Regulation B Overview", + "description": "Use this bundle to structure Equal Credit Opportunity Act Compliance \u2014 Regulation B questions when the user needs a cautious, evidence-led answer.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/equal-credit-opportunity-regulation-b/overview.md" }, { "type": "Workflow", - "title": "Equal Credit Opportunity Act Compliance — Regulation B Source-Aware Triage", + "title": "Equal Credit Opportunity Act Compliance \u2014 Regulation B Source-Aware Triage", "description": "1. Restate the user question and identify the decision they want to make. 2. Name the jurisdiction, authority, source category, and local evidence currently available. 3.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/equal-credit-opportunity-regulation-b/workflows/source-aware-triage.md" }, { "type": "Template", - "title": "Equal Credit Opportunity Act Compliance — Regulation B Source-Aware Brief", + "title": "Equal Credit Opportunity Act Compliance \u2014 Regulation B Source-Aware Brief", "description": "State the specific decision, filing, notice, control, disclosure, reporting, or readiness question.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/equal-credit-opportunity-regulation-b/deliverables/source-aware-brief.md" }, { "type": "Quality rubric", - "title": "Equal Credit Opportunity Act Compliance — Regulation B Source-Awareness Check", + "title": "Equal Credit Opportunity Act Compliance \u2014 Regulation B Source-Awareness Check", "description": "Score responses on a 12-point rubric: - 0-3: identifies source category, authority, and inspection limits.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/equal-credit-opportunity-regulation-b/evaluations/source-awareness-check.md" } ], "source_notes": [ { - "label": "consumerfinance.gov — Regulations / 1002", + "label": "consumerfinance.gov \u2014 Regulations / 1002", "url": "https://www.consumerfinance.gov/rules-policy/regulations/1002/", - "used_for": "Legal, regulatory, standards, or agency reference for Equal Credit Opportunity Act Compliance — Regulation B scope and source checks." + "used_for": "Legal, regulatory, standards, or agency reference for Equal Credit Opportunity Act Compliance \u2014 Regulation B scope and source checks." } ] }, @@ -32832,7 +32832,7 @@ "summary": "Use this bundle to scope Report of Equity Investments in Nonfinancial Companies (FR Y-12) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Report of Equity Investments in Nonfinancial Companies (FR Y-12) source-aware brief.", "meta_description": "Free Report of Equity Investments in Nonfinancial Companies (FR Y-12) Markdown bundle with workflows, source references, and report of Equity Investments.", "social_summary": "Report of Equity Investments in Nonfinancial Companies (FR Y-12): report of Equity Investments in.", - "download_note": "10 Markdown files · 1,046 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,046 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Report of Equity Investments in Nonfinancial Companies (FR Y-12)", "Teams working in Banks, depository institutions, and bank holding companies" @@ -32845,7 +32845,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Report of Equity Investments in Nonfinancial Companies (FR Y-12) and draft Report of Equity Investments in Nonfinancial Companies (FR Y-12) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with federalreserve.gov — Report / FR Y 12, then confirm that the reference is current and applicable. Inspect Report of Equity Investments in Nonfinancial Companies (FR Y-12) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Report of Equity Investments in Nonfinancial Companies (FR Y-12) and draft Report of Equity Investments in Nonfinancial Companies (FR Y-12) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with federalreserve.gov \u2014 Report / FR Y 12, then confirm that the reference is current and applicable. Inspect Report of Equity Investments in Nonfinancial Companies (FR Y-12) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -32877,7 +32877,7 @@ ], "source_notes": [ { - "label": "federalreserve.gov — Report / FR Y 12", + "label": "federalreserve.gov \u2014 Report / FR Y 12", "url": "https://www.federalreserve.gov/apps/reportingforms/Report/Index/FR_Y-12", "used_for": "Legal, regulatory, standards, or agency reference for Report of Equity Investments in Nonfinancial Companies (FR Y-12) scope and source checks." } @@ -33042,7 +33042,7 @@ "summary": "Use this bundle to scope ERISA Employee Benefit Plan Reporting & Disclosure questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is ERISA Employee Benefit Plan Reporting & Disclosure source-aware brief. Start source review with U.S.", "meta_description": "Free ERISA Employee Benefit Plan Reporting & Disclosure Markdown bundle with workflows, source references, and eRISA Employee Benefit Plan Reporting &.", "social_summary": "ERISA Employee Benefit Plan Reporting & Disclosure: eRISA Employee Benefit Plan Reporting & Disclosure.", - "download_note": "10 Markdown files · 1,008 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,008 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing ERISA Employee Benefit Plan Reporting & Disclosure", "Teams working in Employers (any industry)" @@ -33055,7 +33055,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess ERISA Employee Benefit Plan Reporting & Disclosure and draft ERISA Employee Benefit Plan Reporting & Disclosure source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Labor — Reporting And Filing / Form 5500, then confirm that the reference is current and applicable. Inspect ERISA Employee Benefit Plan Reporting & Disclosure Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess ERISA Employee Benefit Plan Reporting & Disclosure and draft ERISA Employee Benefit Plan Reporting & Disclosure source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Labor \u2014 Reporting And Filing / Form 5500, then confirm that the reference is current and applicable. Inspect ERISA Employee Benefit Plan Reporting & Disclosure Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -33087,7 +33087,7 @@ ], "source_notes": [ { - "label": "U.S. Department of Labor — Reporting And Filing / Form 5500", + "label": "U.S. Department of Labor \u2014 Reporting And Filing / Form 5500", "url": "https://www.dol.gov/agencies/ebsa/employers-and-advisers/plan-administration-and-compliance/reporting-and-filing/form-5500", "used_for": "Legal, regulatory, standards, or agency reference for ERISA Employee Benefit Plan Reporting & Disclosure scope and source checks." } @@ -33253,7 +33253,7 @@ "summary": "Use this bundle to scope ESRD Quality Incentive Program (QIP) Data Submission via EQRS questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is ESRD Quality Incentive Program (QIP) Data Submission via EQRS source-aware brief.", "meta_description": "Free ESRD Quality Incentive Program (QIP) Data Submission via EQRS Markdown bundle with workflows, source references, and eSRD Quality Incentive Program.", "social_summary": "ESRD Quality Incentive Program (QIP) Data Submission via EQRS: eSRD Quality Incentive Program (QIP) Data.", - "download_note": "10 Markdown files · 1,048 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,048 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing ESRD Quality Incentive Program (QIP) Data Submission via EQRS", "Teams working in Healthcare providers and health plans (HIPAA covered entities and business associates)" @@ -33266,7 +33266,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess ESRD Quality Incentive Program (QIP) Data Submission via EQRS and draft ESRD Quality Incentive Program (QIP) Data Submission via EQRS source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cms.gov — Quality / End Stage Renal Disease Esrd Quality Incentive Program, then confirm that the reference is current and applicable. Inspect ESRD Quality Incentive Program (QIP) Data Submission via EQRS Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess ESRD Quality Incentive Program (QIP) Data Submission via EQRS and draft ESRD Quality Incentive Program (QIP) Data Submission via EQRS source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cms.gov \u2014 Quality / End Stage Renal Disease Esrd Quality Incentive Program, then confirm that the reference is current and applicable. Inspect ESRD Quality Incentive Program (QIP) Data Submission via EQRS Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -33298,7 +33298,7 @@ ], "source_notes": [ { - "label": "cms.gov — Quality / End Stage Renal Disease Esrd Quality Incentive Program", + "label": "cms.gov \u2014 Quality / End Stage Renal Disease Esrd Quality Incentive Program", "url": "https://www.cms.gov/medicare/quality/end-stage-renal-disease-esrd-quality-incentive-program", "used_for": "Legal, regulatory, standards, or agency reference for ESRD Quality Incentive Program (QIP) Data Submission via EQRS scope and source checks." } @@ -33460,10 +33460,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging EU AI Act (Regulation (EU) 2024/1689) questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope EU AI Act (Regulation (EU) 2024/1689) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is EU AI Act (Regulation (EU) 2024/1689) source-aware brief. Start source review with eur-lex.europa.eu — 1689 / Oj.", + "summary": "Use this bundle to scope EU AI Act (Regulation (EU) 2024/1689) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is EU AI Act (Regulation (EU) 2024/1689) source-aware brief. Start source review with eur-lex.europa.eu \u2014 1689 / Oj.", "meta_description": "Free EU AI Act (Regulation (EU) 2024/1689) Markdown bundle with workflows, source references, and eU AI Act (Regulation (EU) 2024/1689) source-aware brief.", "social_summary": "EU AI Act (Regulation (EU) 2024/1689): eU AI Act (Regulation (EU) 2024/1689) source-aware brief.", - "download_note": "10 Markdown files · 1,030 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,030 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing EU AI Act (Regulation (EU) 2024/1689)", "Teams working in Providers, deployers, importers, and distributors of AI systems in the EU market" @@ -33476,7 +33476,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EU AI Act (Regulation (EU) 2024/1689) and draft EU AI Act (Regulation (EU) 2024/1689) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with eur-lex.europa.eu — 1689 / Oj, then confirm that the reference is current and applicable. Inspect EU AI Act (Regulation (EU) 2024/1689) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess EU AI Act (Regulation (EU) 2024/1689) and draft EU AI Act (Regulation (EU) 2024/1689) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with eur-lex.europa.eu \u2014 1689 / Oj, then confirm that the reference is current and applicable. Inspect EU AI Act (Regulation (EU) 2024/1689) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -33508,7 +33508,7 @@ ], "source_notes": [ { - "label": "eur-lex.europa.eu — 1689 / Oj", + "label": "eur-lex.europa.eu \u2014 1689 / Oj", "url": "https://eur-lex.europa.eu/eli/reg/2024/1689/oj", "used_for": "Legal, regulatory, standards, or agency reference for EU AI Act (Regulation (EU) 2024/1689) scope and source checks." } @@ -33534,8 +33534,8 @@ }, { "id": "fair-credit-reporting-regulation-v", - "title": "Fair Credit Reporting Act Compliance — Regulation V", - "description": "Source-aware compliance bundle for Fair Credit Reporting Act Compliance — Regulation V applicability, evidence collection, source inspection, and review-ready decision support.", + "title": "Fair Credit Reporting Act Compliance \u2014 Regulation V", + "description": "Source-aware compliance bundle for Fair Credit Reporting Act Compliance \u2014 Regulation V applicability, evidence collection, source inspection, and review-ready decision support.", "category": "compliance", "path": "bundles/compliance/fair-credit-reporting-regulation-v", "version": "0.1.0", @@ -33555,14 +33555,14 @@ "institutions" ], "aliases": [ - "Fair Credit Reporting Act Compliance — Regulation V", + "Fair Credit Reporting Act Compliance \u2014 Regulation V", "US Banking & Financial Institutions", "United States" ], "problems_solved": [ - "Route Fair Credit Reporting Act Compliance — Regulation V work to the right source category and evidence set.", + "Route Fair Credit Reporting Act Compliance \u2014 Regulation V work to the right source category and evidence set.", "Separate verified source facts, user-provided facts, assumptions, and missing evidence.", - "Produce a Fair Credit Reporting Act Compliance — Regulation V source-aware brief suitable for qualified review." + "Produce a Fair Credit Reporting Act Compliance \u2014 Regulation V source-aware brief suitable for qualified review." ], "industries": [ "Banks, depository institutions, and bank holding companies" @@ -33574,12 +33574,12 @@ "qualified-review gate" ], "deliverables": [ - "Fair Credit Reporting Act Compliance — Regulation V source-aware brief" + "Fair Credit Reporting Act Compliance \u2014 Regulation V source-aware brief" ], "commands": [], "skills": [], "evaluations": [ - "Fair Credit Reporting Act Compliance — Regulation V source-awareness check" + "Fair Credit Reporting Act Compliance \u2014 Regulation V source-awareness check" ], "trust_tier": "trusted", "status": "beta", @@ -33653,7 +33653,7 @@ }, "evaluation_detail": { "status": "measured", - "title": "Fair Credit Reporting Act Compliance — Regulation V measured evaluation", + "title": "Fair Credit Reporting Act Compliance \u2014 Regulation V measured evaluation", "last_evaluated": "2026-07-29", "method": "baseline-vs-okb-rubric", "model": "openai/gpt-4o-mini", @@ -33668,58 +33668,58 @@ "private_artifacts": "research/bundle-runs/fair-credit-reporting-regulation-v/v1/evaluation-results/" }, "landing_page": { - "definition": "A free, open-source set of 10 Markdown files for triaging Fair Credit Reporting Act Compliance — Regulation V questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Fair Credit Reporting Act Compliance — Regulation V questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Fair Credit Reporting Act Compliance — Regulation V source-aware brief.", - "meta_description": "Free Fair Credit Reporting Act Compliance — Regulation V Markdown bundle with workflows, source references, and fair Credit Reporting Act Compliance —.", - "social_summary": "Fair Credit Reporting Act Compliance — Regulation V: fair Credit Reporting Act Compliance — Regulation V.", - "download_note": "10 Markdown files · 993 words · no signup · CC-BY-4.0", + "definition": "A free, open-source set of 10 Markdown files for triaging Fair Credit Reporting Act Compliance \u2014 Regulation V questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Fair Credit Reporting Act Compliance \u2014 Regulation V questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Fair Credit Reporting Act Compliance \u2014 Regulation V source-aware brief.", + "meta_description": "Free Fair Credit Reporting Act Compliance \u2014 Regulation V Markdown bundle with workflows, source references, and fair Credit Reporting Act Compliance \u2014.", + "social_summary": "Fair Credit Reporting Act Compliance \u2014 Regulation V: fair Credit Reporting Act Compliance \u2014 Regulation V.", + "download_note": "10 Markdown files \u00b7 993 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ - "Compliance, legal, risk, security, operations, and product teams assessing Fair Credit Reporting Act Compliance — Regulation V", + "Compliance, legal, risk, security, operations, and product teams assessing Fair Credit Reporting Act Compliance \u2014 Regulation V", "Teams working in Banks, depository institutions, and bank holding companies" ], "when_to_use": [ - "A Fair Credit Reporting Act Compliance — Regulation V question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A Fair Credit Reporting Act Compliance \u2014 Regulation V question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." ], "required_inputs": [ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Fair Credit Reporting Act Compliance — Regulation V and draft Fair Credit Reporting Act Compliance — Regulation V source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with consumerfinance.gov — Regulations / 1022, then confirm that the reference is current and applicable. Inspect Fair Credit Reporting Act Compliance — Regulation V Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Fair Credit Reporting Act Compliance \u2014 Regulation V and draft Fair Credit Reporting Act Compliance \u2014 Regulation V source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with consumerfinance.gov \u2014 Regulations / 1022, then confirm that the reference is current and applicable. Inspect Fair Credit Reporting Act Compliance \u2014 Regulation V Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], "featured_contents": [ { "type": "Overview", - "title": "Fair Credit Reporting Act Compliance — Regulation V Overview", - "description": "Use this bundle to structure Fair Credit Reporting Act Compliance — Regulation V questions when the user needs a cautious, evidence-led answer.", + "title": "Fair Credit Reporting Act Compliance \u2014 Regulation V Overview", + "description": "Use this bundle to structure Fair Credit Reporting Act Compliance \u2014 Regulation V questions when the user needs a cautious, evidence-led answer.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fair-credit-reporting-regulation-v/overview.md" }, { "type": "Workflow", - "title": "Fair Credit Reporting Act Compliance — Regulation V Source-Aware Triage", + "title": "Fair Credit Reporting Act Compliance \u2014 Regulation V Source-Aware Triage", "description": "1. Restate the user question and identify the decision they want to make. 2. Name the jurisdiction, authority, source category, and local evidence currently available. 3.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fair-credit-reporting-regulation-v/workflows/source-aware-triage.md" }, { "type": "Template", - "title": "Fair Credit Reporting Act Compliance — Regulation V Source-Aware Brief", + "title": "Fair Credit Reporting Act Compliance \u2014 Regulation V Source-Aware Brief", "description": "State the specific decision, filing, notice, control, disclosure, reporting, or readiness question.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fair-credit-reporting-regulation-v/deliverables/source-aware-brief.md" }, { "type": "Quality rubric", - "title": "Fair Credit Reporting Act Compliance — Regulation V Source-Awareness Check", + "title": "Fair Credit Reporting Act Compliance \u2014 Regulation V Source-Awareness Check", "description": "Score responses on a 12-point rubric: - 0-3: identifies source category, authority, and inspection limits.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fair-credit-reporting-regulation-v/evaluations/source-awareness-check.md" } ], "source_notes": [ { - "label": "consumerfinance.gov — Regulations / 1022", + "label": "consumerfinance.gov \u2014 Regulations / 1022", "url": "https://www.consumerfinance.gov/rules-policy/regulations/1022/", - "used_for": "Legal, regulatory, standards, or agency reference for Fair Credit Reporting Act Compliance — Regulation V scope and source checks." + "used_for": "Legal, regulatory, standards, or agency reference for Fair Credit Reporting Act Compliance \u2014 Regulation V scope and source checks." } ] }, @@ -33744,8 +33744,8 @@ }, { "id": "fair-debt-collection-regulation-f", - "title": "Fair Debt Collection Practices — Regulation F", - "description": "Source-aware compliance bundle for Fair Debt Collection Practices — Regulation F applicability, evidence collection, source inspection, and review-ready decision support.", + "title": "Fair Debt Collection Practices \u2014 Regulation F", + "description": "Source-aware compliance bundle for Fair Debt Collection Practices \u2014 Regulation F applicability, evidence collection, source inspection, and review-ready decision support.", "category": "compliance", "path": "bundles/compliance/fair-debt-collection-regulation-f", "version": "0.1.0", @@ -33765,14 +33765,14 @@ "compliance" ], "aliases": [ - "Fair Debt Collection Practices — Regulation F", + "Fair Debt Collection Practices \u2014 Regulation F", "US Banking & Financial Institutions", "United States" ], "problems_solved": [ - "Route Fair Debt Collection Practices — Regulation F work to the right source category and evidence set.", + "Route Fair Debt Collection Practices \u2014 Regulation F work to the right source category and evidence set.", "Separate verified source facts, user-provided facts, assumptions, and missing evidence.", - "Produce a Fair Debt Collection Practices — Regulation F source-aware brief suitable for qualified review." + "Produce a Fair Debt Collection Practices \u2014 Regulation F source-aware brief suitable for qualified review." ], "industries": [ "Banks, depository institutions, and bank holding companies" @@ -33784,12 +33784,12 @@ "qualified-review gate" ], "deliverables": [ - "Fair Debt Collection Practices — Regulation F source-aware brief" + "Fair Debt Collection Practices \u2014 Regulation F source-aware brief" ], "commands": [], "skills": [], "evaluations": [ - "Fair Debt Collection Practices — Regulation F source-awareness check" + "Fair Debt Collection Practices \u2014 Regulation F source-awareness check" ], "trust_tier": "trusted", "status": "beta", @@ -33863,7 +33863,7 @@ }, "evaluation_detail": { "status": "measured", - "title": "Fair Debt Collection Practices — Regulation F measured evaluation", + "title": "Fair Debt Collection Practices \u2014 Regulation F measured evaluation", "last_evaluated": "2026-07-29", "method": "baseline-vs-okb-rubric", "model": "openai/gpt-4o-mini", @@ -33878,58 +33878,58 @@ "private_artifacts": "research/bundle-runs/fair-debt-collection-regulation-f/v1/evaluation-results/" }, "landing_page": { - "definition": "A free, open-source set of 10 Markdown files for triaging Fair Debt Collection Practices — Regulation F questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Fair Debt Collection Practices — Regulation F questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Fair Debt Collection Practices — Regulation F source-aware brief.", - "meta_description": "Free Fair Debt Collection Practices — Regulation F Markdown bundle with workflows, source references, and fair Debt Collection Practices — Regulation F.", - "social_summary": "Fair Debt Collection Practices — Regulation F: fair Debt Collection Practices — Regulation F.", - "download_note": "10 Markdown files · 971 words · no signup · CC-BY-4.0", + "definition": "A free, open-source set of 10 Markdown files for triaging Fair Debt Collection Practices \u2014 Regulation F questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Fair Debt Collection Practices \u2014 Regulation F questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Fair Debt Collection Practices \u2014 Regulation F source-aware brief.", + "meta_description": "Free Fair Debt Collection Practices \u2014 Regulation F Markdown bundle with workflows, source references, and fair Debt Collection Practices \u2014 Regulation F.", + "social_summary": "Fair Debt Collection Practices \u2014 Regulation F: fair Debt Collection Practices \u2014 Regulation F.", + "download_note": "10 Markdown files \u00b7 971 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ - "Compliance, legal, risk, security, operations, and product teams assessing Fair Debt Collection Practices — Regulation F", + "Compliance, legal, risk, security, operations, and product teams assessing Fair Debt Collection Practices \u2014 Regulation F", "Teams working in Banks, depository institutions, and bank holding companies" ], "when_to_use": [ - "A Fair Debt Collection Practices — Regulation F question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A Fair Debt Collection Practices \u2014 Regulation F question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." ], "required_inputs": [ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Fair Debt Collection Practices — Regulation F and draft Fair Debt Collection Practices — Regulation F source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Chapter X / Part 1006, then confirm that the reference is current and applicable. Inspect Fair Debt Collection Practices — Regulation F Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Fair Debt Collection Practices \u2014 Regulation F and draft Fair Debt Collection Practices \u2014 Regulation F source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Chapter X / Part 1006, then confirm that the reference is current and applicable. Inspect Fair Debt Collection Practices \u2014 Regulation F Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], "featured_contents": [ { "type": "Overview", - "title": "Fair Debt Collection Practices — Regulation F Overview", - "description": "Use this bundle to structure Fair Debt Collection Practices — Regulation F questions when the user needs a cautious, evidence-led answer.", + "title": "Fair Debt Collection Practices \u2014 Regulation F Overview", + "description": "Use this bundle to structure Fair Debt Collection Practices \u2014 Regulation F questions when the user needs a cautious, evidence-led answer.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fair-debt-collection-regulation-f/overview.md" }, { "type": "Workflow", - "title": "Fair Debt Collection Practices — Regulation F Source-Aware Triage", + "title": "Fair Debt Collection Practices \u2014 Regulation F Source-Aware Triage", "description": "1. Restate the user question and identify the decision they want to make. 2. Name the jurisdiction, authority, source category, and local evidence currently available. 3.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fair-debt-collection-regulation-f/workflows/source-aware-triage.md" }, { "type": "Template", - "title": "Fair Debt Collection Practices — Regulation F Source-Aware Brief", + "title": "Fair Debt Collection Practices \u2014 Regulation F Source-Aware Brief", "description": "State the specific decision, filing, notice, control, disclosure, reporting, or readiness question.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fair-debt-collection-regulation-f/deliverables/source-aware-brief.md" }, { "type": "Quality rubric", - "title": "Fair Debt Collection Practices — Regulation F Source-Awareness Check", + "title": "Fair Debt Collection Practices \u2014 Regulation F Source-Awareness Check", "description": "Score responses on a 12-point rubric: - 0-3: identifies source category, authority, and inspection limits.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fair-debt-collection-regulation-f/evaluations/source-awareness-check.md" } ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Chapter X / Part 1006", + "label": "Electronic Code of Federal Regulations \u2014 Chapter X / Part 1006", "url": "https://www.ecfr.gov/current/title-12/chapter-X/part-1006", - "used_for": "Legal, regulatory, standards, or agency reference for Fair Debt Collection Practices — Regulation F scope and source checks." + "used_for": "Legal, regulatory, standards, or agency reference for Fair Debt Collection Practices \u2014 Regulation F scope and source checks." } ] }, @@ -34090,7 +34090,7 @@ "summary": "Use this bundle to scope Fair Housing Act Nondiscrimination questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Fair Housing Act Nondiscrimination source-aware brief. Start source review with U.S.", "meta_description": "Free Fair Housing Act Nondiscrimination Markdown bundle with workflows, source references, and fair Housing Act Nondiscrimination source-aware brief for.", "social_summary": "Fair Housing Act Nondiscrimination: fair Housing Act Nondiscrimination source-aware brief, workflows.", - "download_note": "10 Markdown files · 903 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 903 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Fair Housing Act Nondiscrimination", "Teams working in Real estate brokerages, agents, property managers, and residential mortgage lenders" @@ -34103,7 +34103,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Fair Housing Act Nondiscrimination and draft Fair Housing Act Nondiscrimination source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Housing and Urban Development — Helping Americans / Fair Housing Act Overview, then confirm that the reference is current and applicable. Inspect Fair Housing Act Nondiscrimination Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Fair Housing Act Nondiscrimination and draft Fair Housing Act Nondiscrimination source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Housing and Urban Development \u2014 Helping Americans / Fair Housing Act Overview, then confirm that the reference is current and applicable. Inspect Fair Housing Act Nondiscrimination Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -34135,7 +34135,7 @@ ], "source_notes": [ { - "label": "U.S. Department of Housing and Urban Development — Helping Americans / Fair Housing Act Overview", + "label": "U.S. Department of Housing and Urban Development \u2014 Helping Americans / Fair Housing Act Overview", "url": "https://www.hud.gov/helping-americans/fair-housing-act-overview", "used_for": "Legal, regulatory, standards, or agency reference for Fair Housing Act Nondiscrimination scope and source checks." } @@ -34299,7 +34299,7 @@ "summary": "Use this bundle to scope Fair Housing / Fair Lending Data and Advertising questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Fair Housing / Fair Lending Data and Advertising source-aware brief.", "meta_description": "Free Fair Housing / Fair Lending Data and Advertising Markdown bundle with workflows, source references, and fair Housing / Fair Lending Data and.", "social_summary": "Fair Housing / Fair Lending Data and Advertising: fair Housing / Fair Lending Data and Advertising.", - "download_note": "10 Markdown files · 967 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 967 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Fair Housing / Fair Lending Data and Advertising", "Teams working in Banks, depository institutions, and bank holding companies" @@ -34312,7 +34312,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Fair Housing / Fair Lending Data and Advertising and draft Fair Housing / Fair Lending Data and Advertising source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with occ.treas.gov — Fair Lending / Index Fair Lending, then confirm that the reference is current and applicable. Inspect Fair Housing / Fair Lending Data and Advertising Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Fair Housing / Fair Lending Data and Advertising and draft Fair Housing / Fair Lending Data and Advertising source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with occ.treas.gov \u2014 Fair Lending / Index Fair Lending, then confirm that the reference is current and applicable. Inspect Fair Housing / Fair Lending Data and Advertising Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -34344,7 +34344,7 @@ ], "source_notes": [ { - "label": "occ.treas.gov — Fair Lending / Index Fair Lending", + "label": "occ.treas.gov \u2014 Fair Lending / Index Fair Lending", "url": "https://www.occ.treas.gov/topics/consumers-and-communities/consumer-protection/fair-lending/index-fair-lending.html", "used_for": "Legal, regulatory, standards, or agency reference for Fair Housing / Fair Lending Data and Advertising scope and source checks." } @@ -34508,7 +34508,7 @@ "summary": "Use this bundle to scope Fair Housing Poster & Advertising Requirements questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Fair Housing Poster & Advertising Requirements source-aware brief.", "meta_description": "Free Fair Housing Poster & Advertising Requirements Markdown bundle with workflows, source references, and fair Housing Poster & Advertising Requirements.", "social_summary": "Fair Housing Poster & Advertising Requirements: fair Housing Poster & Advertising Requirements.", - "download_note": "10 Markdown files · 929 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 929 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Fair Housing Poster & Advertising Requirements", "Teams working in Real estate brokerages, agents, property managers, and residential mortgage lenders" @@ -34521,7 +34521,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Fair Housing Poster & Advertising Requirements and draft Fair Housing Poster & Advertising Requirements source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Chapter I / Part 110, then confirm that the reference is current and applicable. Inspect Fair Housing Poster & Advertising Requirements Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Fair Housing Poster & Advertising Requirements and draft Fair Housing Poster & Advertising Requirements source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Chapter I / Part 110, then confirm that the reference is current and applicable. Inspect Fair Housing Poster & Advertising Requirements Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -34553,7 +34553,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Chapter I / Part 110", + "label": "Electronic Code of Federal Regulations \u2014 Chapter I / Part 110", "url": "https://www.ecfr.gov/current/title-24/subtitle-B/chapter-I/part-110", "used_for": "Legal, regulatory, standards, or agency reference for Fair Housing Poster & Advertising Requirements scope and source checks." } @@ -34717,7 +34717,7 @@ "summary": "Use this bundle to scope FBAR, CMIR, and Form 8300 Reporting questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FBAR, CMIR, and Form 8300 Reporting source-aware brief.", "meta_description": "Free FBAR, CMIR, and Form 8300 Reporting Markdown bundle with workflows, source references, and fBAR, CMIR, and Form 8300 Reporting source-aware brief for.", "social_summary": "FBAR, CMIR, and Form 8300 Reporting: fBAR, CMIR, and Form 8300 Reporting source-aware brief, workflows.", - "download_note": "10 Markdown files · 947 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 947 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FBAR, CMIR, and Form 8300 Reporting", "Teams working in Banks, depository institutions, and bank holding companies" @@ -34730,7 +34730,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FBAR, CMIR, and Form 8300 Reporting and draft FBAR, CMIR, and Form 8300 Reporting source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with fincen.gov — Legal Reference Bank Secrecy Act Forms And Filing Requirements, then confirm that the reference is current and applicable. Inspect FBAR, CMIR, and Form 8300 Reporting Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FBAR, CMIR, and Form 8300 Reporting and draft FBAR, CMIR, and Form 8300 Reporting source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with fincen.gov \u2014 Legal Reference Bank Secrecy Act Forms And Filing Requirements, then confirm that the reference is current and applicable. Inspect FBAR, CMIR, and Form 8300 Reporting Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -34762,7 +34762,7 @@ ], "source_notes": [ { - "label": "fincen.gov — Legal Reference Bank Secrecy Act Forms And Filing Requirements", + "label": "fincen.gov \u2014 Legal Reference Bank Secrecy Act Forms And Filing Requirements", "url": "https://www.fincen.gov/legal-reference-bank-secrecy-act-forms-and-filing-requirements", "used_for": "Legal, regulatory, standards, or agency reference for FBAR, CMIR, and Form 8300 Reporting scope and source checks." } @@ -34924,10 +34924,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging FCPA (Foreign Corrupt Practices Act) questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope FCPA (Foreign Corrupt Practices Act) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FCPA (Foreign Corrupt Practices Act) source-aware brief. Start source review with justice.gov — Criminal Fraud / Foreign Corrupt Practices Act.", + "summary": "Use this bundle to scope FCPA (Foreign Corrupt Practices Act) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FCPA (Foreign Corrupt Practices Act) source-aware brief. Start source review with justice.gov \u2014 Criminal Fraud / Foreign Corrupt Practices Act.", "meta_description": "Free FCPA (Foreign Corrupt Practices Act) Markdown bundle with workflows, source references, and fCPA (Foreign Corrupt Practices Act) source-aware brief.", "social_summary": "FCPA (Foreign Corrupt Practices Act): fCPA (Foreign Corrupt Practices Act) source-aware brief.", - "download_note": "10 Markdown files · 950 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 950 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FCPA (Foreign Corrupt Practices Act)", "Teams working in US issuers, domestic concerns, and any company/person acting within US territory in international business" @@ -34940,7 +34940,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FCPA (Foreign Corrupt Practices Act) and draft FCPA (Foreign Corrupt Practices Act) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with justice.gov — Criminal Fraud / Foreign Corrupt Practices Act, then confirm that the reference is current and applicable. Inspect FCPA (Foreign Corrupt Practices Act) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FCPA (Foreign Corrupt Practices Act) and draft FCPA (Foreign Corrupt Practices Act) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with justice.gov \u2014 Criminal Fraud / Foreign Corrupt Practices Act, then confirm that the reference is current and applicable. Inspect FCPA (Foreign Corrupt Practices Act) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -34972,7 +34972,7 @@ ], "source_notes": [ { - "label": "justice.gov — Criminal Fraud / Foreign Corrupt Practices Act", + "label": "justice.gov \u2014 Criminal Fraud / Foreign Corrupt Practices Act", "url": "https://www.justice.gov/criminal/criminal-fraud/foreign-corrupt-practices-act", "used_for": "Legal, regulatory, standards, or agency reference for FCPA (Foreign Corrupt Practices Act) scope and source checks." } @@ -34999,8 +34999,8 @@ }, { "id": "fcra-consumer-reporting-obligations", - "title": "Fair Credit Reporting Act — Furnisher, Marketer, and Data-Handling Rules", - "description": "Source-aware compliance bundle for Fair Credit Reporting Act — Furnisher, Marketer, and Data-Handling Rules applicability, evidence collection, source inspection, and review-ready decision support.", + "title": "Fair Credit Reporting Act \u2014 Furnisher, Marketer, and Data-Handling Rules", + "description": "Source-aware compliance bundle for Fair Credit Reporting Act \u2014 Furnisher, Marketer, and Data-Handling Rules applicability, evidence collection, source inspection, and review-ready decision support.", "category": "compliance", "path": "bundles/compliance/fcra-consumer-reporting-obligations", "version": "0.1.0", @@ -35020,14 +35020,14 @@ "rules" ], "aliases": [ - "Fair Credit Reporting Act — Furnisher, Marketer, and Data-Handling Rules", + "Fair Credit Reporting Act \u2014 Furnisher, Marketer, and Data-Handling Rules", "US Consumer & Marketing Privacy", "United States" ], "problems_solved": [ - "Route Fair Credit Reporting Act — Furnisher, Marketer, and Data-Handling Rules work to the right source category and evidence set.", + "Route Fair Credit Reporting Act \u2014 Furnisher, Marketer, and Data-Handling Rules work to the right source category and evidence set.", "Separate verified source facts, user-provided facts, assumptions, and missing evidence.", - "Produce a Fair Credit Reporting Act — Furnisher, Marketer, and Data-Handling Rules source-aware brief suitable for qualified review." + "Produce a Fair Credit Reporting Act \u2014 Furnisher, Marketer, and Data-Handling Rules source-aware brief suitable for qualified review." ], "industries": [ "Businesses marketing to or collecting personal information from US consumers" @@ -35039,12 +35039,12 @@ "qualified-review gate" ], "deliverables": [ - "Fair Credit Reporting Act — Furnisher, Marketer, and Data-Handling Rules source-aware brief" + "Fair Credit Reporting Act \u2014 Furnisher, Marketer, and Data-Handling Rules source-aware brief" ], "commands": [], "skills": [], "evaluations": [ - "Fair Credit Reporting Act — Furnisher, Marketer, and Data-Handling Rules source-awareness check" + "Fair Credit Reporting Act \u2014 Furnisher, Marketer, and Data-Handling Rules source-awareness check" ], "trust_tier": "trusted", "status": "beta", @@ -35118,7 +35118,7 @@ }, "evaluation_detail": { "status": "measured", - "title": "Fair Credit Reporting Act — Furnisher, Marketer, and Data-Handling Rules measured evaluation", + "title": "Fair Credit Reporting Act \u2014 Furnisher, Marketer, and Data-Handling Rules measured evaluation", "last_evaluated": "2026-07-29", "method": "baseline-vs-okb-rubric", "model": "openai/gpt-4o-mini", @@ -35133,58 +35133,58 @@ "private_artifacts": "research/bundle-runs/fcra-consumer-reporting-obligations/v1/evaluation-results/" }, "landing_page": { - "definition": "A free, open-source set of 10 Markdown files for triaging Fair Credit Reporting Act — Furnisher, Marketer, and Data-Handling Rules questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Fair Credit Reporting Act — Furnisher, Marketer, and Data-Handling Rules questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Fair Credit Reporting Act — Furnisher, Marketer, and Data-Handling Rules source-aware brief.", - "meta_description": "Free Fair Credit Reporting Act — Furnisher, Marketer, and Data-Handling Rules Markdown bundle with workflows, source references, and fair Credit Reporting.", - "social_summary": "Fair Credit Reporting Act — Furnisher, Marketer, and Data-Handling Rules: fair Credit Reporting Act —.", - "download_note": "10 Markdown files · 1,050 words · no signup · CC-BY-4.0", + "definition": "A free, open-source set of 10 Markdown files for triaging Fair Credit Reporting Act \u2014 Furnisher, Marketer, and Data-Handling Rules questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Fair Credit Reporting Act \u2014 Furnisher, Marketer, and Data-Handling Rules questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Fair Credit Reporting Act \u2014 Furnisher, Marketer, and Data-Handling Rules source-aware brief.", + "meta_description": "Free Fair Credit Reporting Act \u2014 Furnisher, Marketer, and Data-Handling Rules Markdown bundle with workflows, source references, and fair Credit Reporting.", + "social_summary": "Fair Credit Reporting Act \u2014 Furnisher, Marketer, and Data-Handling Rules: fair Credit Reporting Act \u2014.", + "download_note": "10 Markdown files \u00b7 1,050 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ - "Compliance, legal, risk, security, operations, and product teams assessing Fair Credit Reporting Act — Furnisher, Marketer, and Data-Handling Rules", + "Compliance, legal, risk, security, operations, and product teams assessing Fair Credit Reporting Act \u2014 Furnisher, Marketer, and Data-Handling Rules", "Teams working in Businesses marketing to or collecting personal information from US consumers" ], "when_to_use": [ - "A Fair Credit Reporting Act — Furnisher, Marketer, and Data-Handling Rules question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A Fair Credit Reporting Act \u2014 Furnisher, Marketer, and Data-Handling Rules question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." ], "required_inputs": [ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Fair Credit Reporting Act — Furnisher, Marketer, and Data-Handling Rules and draft Fair Credit Reporting Act — Furnisher, Marketer, and Data-Handling Rules source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Federal Trade Commission — 09 / Ftc Approves Changes Five Fcra Rules, then confirm that the reference is current and applicable. Inspect Fair Credit Reporting Act — Furnisher, Marketer, and Data-Handling Rules Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Fair Credit Reporting Act \u2014 Furnisher, Marketer, and Data-Handling Rules and draft Fair Credit Reporting Act \u2014 Furnisher, Marketer, and Data-Handling Rules source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Federal Trade Commission \u2014 09 / Ftc Approves Changes Five Fcra Rules, then confirm that the reference is current and applicable. Inspect Fair Credit Reporting Act \u2014 Furnisher, Marketer, and Data-Handling Rules Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], "featured_contents": [ { "type": "Overview", - "title": "Fair Credit Reporting Act — Furnisher, Marketer, and Data-Handling Rules Overview", - "description": "Use this bundle to structure Fair Credit Reporting Act — Furnisher, Marketer, and Data-Handling Rules questions when the user needs a cautious, evidence-led answer.", + "title": "Fair Credit Reporting Act \u2014 Furnisher, Marketer, and Data-Handling Rules Overview", + "description": "Use this bundle to structure Fair Credit Reporting Act \u2014 Furnisher, Marketer, and Data-Handling Rules questions when the user needs a cautious, evidence-led answer.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fcra-consumer-reporting-obligations/overview.md" }, { "type": "Workflow", - "title": "Fair Credit Reporting Act — Furnisher, Marketer, and Data-Handling Rules Source-Aware Triage", + "title": "Fair Credit Reporting Act \u2014 Furnisher, Marketer, and Data-Handling Rules Source-Aware Triage", "description": "1. Restate the user question and identify the decision they want to make. 2. Name the jurisdiction, authority, source category, and local evidence currently available. 3.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fcra-consumer-reporting-obligations/workflows/source-aware-triage.md" }, { "type": "Template", - "title": "Fair Credit Reporting Act — Furnisher, Marketer, and Data-Handling Rules Source-Aware Brief", + "title": "Fair Credit Reporting Act \u2014 Furnisher, Marketer, and Data-Handling Rules Source-Aware Brief", "description": "State the specific decision, filing, notice, control, disclosure, reporting, or readiness question.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fcra-consumer-reporting-obligations/deliverables/source-aware-brief.md" }, { "type": "Quality rubric", - "title": "Fair Credit Reporting Act — Furnisher, Marketer, and Data-Handling Rules Source-Awareness Check", + "title": "Fair Credit Reporting Act \u2014 Furnisher, Marketer, and Data-Handling Rules Source-Awareness Check", "description": "Score responses on a 12-point rubric: - 0-3: identifies source category, authority, and inspection limits.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fcra-consumer-reporting-obligations/evaluations/source-awareness-check.md" } ], "source_notes": [ { - "label": "U.S. Federal Trade Commission — 09 / Ftc Approves Changes Five Fcra Rules", + "label": "U.S. Federal Trade Commission \u2014 09 / Ftc Approves Changes Five Fcra Rules", "url": "https://www.ftc.gov/news-events/news/press-releases/2021/09/ftc-approves-changes-five-fcra-rules", - "used_for": "Legal, regulatory, standards, or agency reference for Fair Credit Reporting Act — Furnisher, Marketer, and Data-Handling Rules scope and source checks." + "used_for": "Legal, regulatory, standards, or agency reference for Fair Credit Reporting Act \u2014 Furnisher, Marketer, and Data-Handling Rules scope and source checks." } ] }, @@ -35347,7 +35347,7 @@ "summary": "Use this bundle to scope Bottled Water Processing CGMP and Standard of Identity/Quality (21 CFR Parts 129 & 165.110) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion.", "meta_description": "Free Bottled Water Processing CGMP and Standard of Identity/Quality (21 CFR Parts 129 & 165.110) Markdown bundle with workflows, source references, and.", "social_summary": "Bottled Water Processing CGMP and Standard of Identity/Quality (21 CFR Parts 129 & 165.110): bottled.", - "download_note": "10 Markdown files · 1,152 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,152 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Bottled Water Processing CGMP and Standard of Identity/Quality (21 CFR Parts 129 & 165.110)", "Teams working in Food manufacturing and processing" @@ -35360,7 +35360,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Bottled Water Processing CGMP and Standard of Identity/Quality (21 CFR Parts 129 & 165.110) and draft Bottled Water Processing CGMP and Standard of Identity/Quality (21 CFR Parts 129 & 165.110) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subchapter B / Part 129, then confirm that the reference is current and applicable. Inspect Bottled Water Processing CGMP and Standard of Identity/Quality (21 CFR Parts 129 & 165.110) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Bottled Water Processing CGMP and Standard of Identity/Quality (21 CFR Parts 129 & 165.110) and draft Bottled Water Processing CGMP and Standard of Identity/Quality (21 CFR Parts 129 & 165.110) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subchapter B / Part 129, then confirm that the reference is current and applicable. Inspect Bottled Water Processing CGMP and Standard of Identity/Quality (21 CFR Parts 129 & 165.110) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -35392,7 +35392,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subchapter B / Part 129", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter B / Part 129", "url": "https://www.ecfr.gov/current/title-21/chapter-I/subchapter-B/part-129", "used_for": "Legal, regulatory, standards, or agency reference for Bottled Water Processing CGMP and Standard of Identity/Quality (21 CFR Parts 129 & 165.110) scope and source checks." } @@ -35556,7 +35556,7 @@ "summary": "Use this bundle to scope Current Good Manufacturing Practice, Hazard Analysis, and Risk-Based Preventive Controls for Human Food (21 CFR Part 117) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion.", "meta_description": "Free Current Good Manufacturing Practice, Hazard Analysis, and Risk-Based Preventive Controls for Human Food (21 CFR Part 117) Markdown bundle with.", "social_summary": "Current Good Manufacturing Practice, Hazard Analysis, and Risk-Based Preventive Controls for Human Food.", - "download_note": "10 Markdown files · 1,273 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,273 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Current Good Manufacturing Practice, Hazard Analysis, and Risk-Based Preventive Controls for Human Food (21 CFR Part 117)", "Teams working in Food manufacturing and processing" @@ -35569,7 +35569,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Current Good Manufacturing Practice, Hazard Analysis, and Risk-Based Preventive Controls for Human Food (21 CFR Part 117) and draft Current Good Manufacturing Practice, Hazard Analysis, and Risk-Based Preventive Controls for Human Food (21 CFR Part 117) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subchapter B / Part 117, then confirm that the reference is current and applicable. Inspect Current Good Manufacturing Practice, Hazard Analysis, and Risk-Based Preventive Controls for Human Food (21 CFR Part 117) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Current Good Manufacturing Practice, Hazard Analysis, and Risk-Based Preventive Controls for Human Food (21 CFR Part 117) and draft Current Good Manufacturing Practice, Hazard Analysis, and Risk-Based Preventive Controls for Human Food (21 CFR Part 117) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subchapter B / Part 117, then confirm that the reference is current and applicable. Inspect Current Good Manufacturing Practice, Hazard Analysis, and Risk-Based Preventive Controls for Human Food (21 CFR Part 117) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -35601,7 +35601,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subchapter B / Part 117", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter B / Part 117", "url": "https://www.ecfr.gov/current/title-21/chapter-I/subchapter-B/part-117", "used_for": "Legal, regulatory, standards, or agency reference for Current Good Manufacturing Practice, Hazard Analysis, and Risk-Based Preventive Controls for Human Food (21 CFR Part 117) scope and source checks." } @@ -35766,7 +35766,7 @@ "summary": "Use this bundle to scope Color Additive Batch Certification (21 CFR Parts 70, 74, 80) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Color Additive Batch Certification (21 CFR Parts 70, 74, 80) source-aware brief. Start source review with U.S.", "meta_description": "Free Color Additive Batch Certification (21 CFR Parts 70, 74, 80) Markdown bundle with workflows, source references, and color Additive Batch Certification.", "social_summary": "Color Additive Batch Certification (21 CFR Parts 70, 74, 80): color Additive Batch Certification (21 CFR.", - "download_note": "10 Markdown files · 1,024 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,024 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Color Additive Batch Certification (21 CFR Parts 70, 74, 80)", "Teams working in Food manufacturing and processing" @@ -35779,7 +35779,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Color Additive Batch Certification (21 CFR Parts 70, 74, 80) and draft Color Additive Batch Certification (21 CFR Parts 70, 74, 80) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Food and Drug Administration — Color Certification / Color Certification Faqs, then confirm that the reference is current and applicable. Inspect Color Additive Batch Certification (21 CFR Parts 70, 74, 80) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Color Additive Batch Certification (21 CFR Parts 70, 74, 80) and draft Color Additive Batch Certification (21 CFR Parts 70, 74, 80) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Food and Drug Administration \u2014 Color Certification / Color Certification Faqs, then confirm that the reference is current and applicable. Inspect Color Additive Batch Certification (21 CFR Parts 70, 74, 80) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -35811,7 +35811,7 @@ ], "source_notes": [ { - "label": "U.S. Food and Drug Administration — Color Certification / Color Certification Faqs", + "label": "U.S. Food and Drug Administration \u2014 Color Certification / Color Certification Faqs", "url": "https://www.fda.gov/industry/color-certification/color-certification-faqs", "used_for": "Legal, regulatory, standards, or agency reference for Color Additive Batch Certification (21 CFR Parts 70, 74, 80) scope and source checks." } @@ -35975,7 +35975,7 @@ "summary": "Use this bundle to scope FDA Reports of Corrections and Removals questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FDA Reports of Corrections and Removals source-aware brief.", "meta_description": "Free FDA Reports of Corrections and Removals Markdown bundle with workflows, source references, and fDA Reports of Corrections and Removals source-aware.", "social_summary": "FDA Reports of Corrections and Removals: fDA Reports of Corrections and Removals source-aware brief.", - "download_note": "10 Markdown files · 936 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 936 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FDA Reports of Corrections and Removals", "Teams working in Public companies (SEC-reporting) and quality-managed manufacturers" @@ -35988,7 +35988,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FDA Reports of Corrections and Removals and draft FDA Reports of Corrections and Removals source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subchapter H / Part 806, then confirm that the reference is current and applicable. Inspect FDA Reports of Corrections and Removals Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FDA Reports of Corrections and Removals and draft FDA Reports of Corrections and Removals source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subchapter H / Part 806, then confirm that the reference is current and applicable. Inspect FDA Reports of Corrections and Removals Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -36020,7 +36020,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subchapter H / Part 806", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter H / Part 806", "url": "https://www.ecfr.gov/current/title-21/chapter-I/subchapter-H/part-806", "used_for": "Legal, regulatory, standards, or agency reference for FDA Reports of Corrections and Removals scope and source checks." } @@ -36184,7 +36184,7 @@ "summary": "Use this bundle to scope FDA General Device Labeling Requirements questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FDA General Device Labeling Requirements source-aware brief. Start source review with U.S.", "meta_description": "Free FDA General Device Labeling Requirements Markdown bundle with workflows, source references, and fDA General Device Labeling Requirements source-aware.", "social_summary": "FDA General Device Labeling Requirements: fDA General Device Labeling Requirements source-aware brief.", - "download_note": "10 Markdown files · 910 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 910 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FDA General Device Labeling Requirements", "Teams working in Public companies (SEC-reporting) and quality-managed manufacturers" @@ -36197,7 +36197,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FDA General Device Labeling Requirements and draft FDA General Device Labeling Requirements source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Food and Drug Administration — Device Labeling / General Device Labeling Requirements, then confirm that the reference is current and applicable. Inspect FDA General Device Labeling Requirements Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FDA General Device Labeling Requirements and draft FDA General Device Labeling Requirements source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Food and Drug Administration \u2014 Device Labeling / General Device Labeling Requirements, then confirm that the reference is current and applicable. Inspect FDA General Device Labeling Requirements Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -36229,7 +36229,7 @@ ], "source_notes": [ { - "label": "U.S. Food and Drug Administration — Device Labeling / General Device Labeling Requirements", + "label": "U.S. Food and Drug Administration \u2014 Device Labeling / General Device Labeling Requirements", "url": "https://www.fda.gov/medical-devices/device-labeling/general-device-labeling-requirements", "used_for": "Legal, regulatory, standards, or agency reference for FDA General Device Labeling Requirements scope and source checks." } @@ -36255,8 +36255,8 @@ }, { "id": "fda-dietary-supplement-cgmp-ndi", - "title": "Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act § 413)", - "description": "Source-aware compliance bundle for Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act § 413) applicability, evidence collection, source inspection, and review-ready decision support.", + "title": "Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act \u00a7 413)", + "description": "Source-aware compliance bundle for Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act \u00a7 413) applicability, evidence collection, source inspection, and review-ready decision support.", "category": "compliance", "path": "bundles/compliance/fda-dietary-supplement-cgmp-ndi", "version": "0.1.0", @@ -36276,14 +36276,14 @@ "part" ], "aliases": [ - "Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act § 413)", + "Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act \u00a7 413)", "US Food", "United States" ], "problems_solved": [ - "Route Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act § 413) work to the right source category and evidence set.", + "Route Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act \u00a7 413) work to the right source category and evidence set.", "Separate verified source facts, user-provided facts, assumptions, and missing evidence.", - "Produce a Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act § 413) source-aware brief suitable for qualified review." + "Produce a Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act \u00a7 413) source-aware brief suitable for qualified review." ], "industries": [ "Food manufacturing and processing" @@ -36295,12 +36295,12 @@ "qualified-review gate" ], "deliverables": [ - "Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act § 413) source-aware brief" + "Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act \u00a7 413) source-aware brief" ], "commands": [], "skills": [], "evaluations": [ - "Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act § 413) source-awareness check" + "Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act \u00a7 413) source-awareness check" ], "trust_tier": "trusted", "status": "beta", @@ -36374,7 +36374,7 @@ }, "evaluation_detail": { "status": "measured", - "title": "Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act § 413) measured evaluation", + "title": "Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act \u00a7 413) measured evaluation", "last_evaluated": "2026-07-29", "method": "baseline-vs-okb-rubric", "model": "openai/gpt-4o-mini", @@ -36389,58 +36389,58 @@ "private_artifacts": "research/bundle-runs/fda-dietary-supplement-cgmp-ndi/v1/evaluation-results/" }, "landing_page": { - "definition": "A free, open-source set of 10 Markdown files for triaging Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act § 413) questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act § 413) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion.", - "meta_description": "Free Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act § 413) Markdown bundle with workflows, source references.", - "social_summary": "Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act § 413).", - "download_note": "10 Markdown files · 1,171 words · no signup · CC-BY-4.0", + "definition": "A free, open-source set of 10 Markdown files for triaging Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act \u00a7 413) questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act \u00a7 413) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion.", + "meta_description": "Free Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act \u00a7 413) Markdown bundle with workflows, source references.", + "social_summary": "Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act \u00a7 413).", + "download_note": "10 Markdown files \u00b7 1,171 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ - "Compliance, legal, risk, security, operations, and product teams assessing Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act § 413)", + "Compliance, legal, risk, security, operations, and product teams assessing Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act \u00a7 413)", "Teams working in Food manufacturing and processing" ], "when_to_use": [ - "A Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act § 413) question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act \u00a7 413) question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." ], "required_inputs": [ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act § 413) and draft Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act § 413) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subchapter B / Part 111, then confirm that the reference is current and applicable. Inspect Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act § 413) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act \u00a7 413) and draft Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act \u00a7 413) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subchapter B / Part 111, then confirm that the reference is current and applicable. Inspect Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act \u00a7 413) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], "featured_contents": [ { "type": "Overview", - "title": "Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act § 413) Overview", - "description": "Use this bundle to structure Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act § 413) questions when the user needs a cautious, evidence-led answer.", + "title": "Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act \u00a7 413) Overview", + "description": "Use this bundle to structure Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act \u00a7 413) questions when the user needs a cautious, evidence-led answer.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fda-dietary-supplement-cgmp-ndi/overview.md" }, { "type": "Workflow", - "title": "Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act § 413) Source-Aware Triage", + "title": "Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act \u00a7 413) Source-Aware Triage", "description": "1. Restate the user question and identify the decision they want to make. 2. Name the jurisdiction, authority, source category, and local evidence currently available. 3.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fda-dietary-supplement-cgmp-ndi/workflows/source-aware-triage.md" }, { "type": "Template", - "title": "Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act § 413) Source-Aware Brief", + "title": "Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act \u00a7 413) Source-Aware Brief", "description": "State the specific decision, filing, notice, control, disclosure, reporting, or readiness question.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fda-dietary-supplement-cgmp-ndi/deliverables/source-aware-brief.md" }, { "type": "Quality rubric", - "title": "Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act § 413) Source-Awareness Check", + "title": "Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act \u00a7 413) Source-Awareness Check", "description": "Score responses on a 12-point rubric: - 0-3: identifies source category, authority, and inspection limits.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fda-dietary-supplement-cgmp-ndi/evaluations/source-awareness-check.md" } ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subchapter B / Part 111", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter B / Part 111", "url": "https://www.ecfr.gov/current/title-21/chapter-I/subchapter-B/part-111", - "used_for": "Legal, regulatory, standards, or agency reference for Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act § 413) scope and source checks." + "used_for": "Legal, regulatory, standards, or agency reference for Dietary Supplement CGMP and New Dietary Ingredient Notification (21 CFR Part 111; FD&C Act \u00a7 413) scope and source checks." } ] }, @@ -36602,7 +36602,7 @@ "summary": "Use this bundle to scope FDA Establishment Registration and Device Listing questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FDA Establishment Registration and Device Listing source-aware brief. Start source review with U.S.", "meta_description": "Free FDA Establishment Registration and Device Listing Markdown bundle with workflows, source references, and fDA Establishment Registration and Device.", "social_summary": "FDA Establishment Registration and Device Listing: fDA Establishment Registration and Device Listing.", - "download_note": "10 Markdown files · 943 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 943 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FDA Establishment Registration and Device Listing", "Teams working in Public companies (SEC-reporting) and quality-managed manufacturers" @@ -36615,7 +36615,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FDA Establishment Registration and Device Listing and draft FDA Establishment Registration and Device Listing source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Food and Drug Administration — How Study And Market Your Device / Device Registration And Listing, then confirm that the reference is current and applicable. Inspect FDA Establishment Registration and Device Listing Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FDA Establishment Registration and Device Listing and draft FDA Establishment Registration and Device Listing source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Food and Drug Administration \u2014 How Study And Market Your Device / Device Registration And Listing, then confirm that the reference is current and applicable. Inspect FDA Establishment Registration and Device Listing Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -36647,7 +36647,7 @@ ], "source_notes": [ { - "label": "U.S. Food and Drug Administration — How Study And Market Your Device / Device Registration And Listing", + "label": "U.S. Food and Drug Administration \u2014 How Study And Market Your Device / Device Registration And Listing", "url": "https://www.fda.gov/medical-devices/how-study-and-market-your-device/device-registration-and-listing", "used_for": "Legal, regulatory, standards, or agency reference for FDA Establishment Registration and Device Listing scope and source checks." } @@ -36809,7 +36809,7 @@ "summary": "Use this bundle to scope FDA Food Facility Registration (Bioterrorism Act) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FDA Food Facility Registration (Bioterrorism Act) source-aware brief. Start source review with U.S.", "meta_description": "Free FDA Food Facility Registration (Bioterrorism Act) Markdown bundle with workflows, source references, and fDA Food Facility Registration (Bioterrorism.", "social_summary": "FDA Food Facility Registration (Bioterrorism Act): fDA Food Facility Registration (Bioterrorism Act).", - "download_note": "10 Markdown files · 999 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 999 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FDA Food Facility Registration (Bioterrorism Act)", "Teams working in Food manufacturing and processing" @@ -36822,7 +36822,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FDA Food Facility Registration (Bioterrorism Act) and draft FDA Food Facility Registration (Bioterrorism Act) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Food and Drug Administration — Guidance Regulation Food And Dietary Supplements / Registration Food Facilities And Other Submissions, then confirm that the reference is current and applicable. Inspect FDA Food Facility Registration (Bioterrorism Act) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FDA Food Facility Registration (Bioterrorism Act) and draft FDA Food Facility Registration (Bioterrorism Act) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Food and Drug Administration \u2014 Guidance Regulation Food And Dietary Supplements / Registration Food Facilities And Other Submissions, then confirm that the reference is current and applicable. Inspect FDA Food Facility Registration (Bioterrorism Act) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -36854,7 +36854,7 @@ ], "source_notes": [ { - "label": "U.S. Food and Drug Administration — Guidance Regulation Food And Dietary Supplements / Registration Food Facilities And Other Submissions", + "label": "U.S. Food and Drug Administration \u2014 Guidance Regulation Food And Dietary Supplements / Registration Food Facilities And Other Submissions", "url": "https://www.fda.gov/food/guidance-regulation-food-and-dietary-supplements/registration-food-facilities-and-other-submissions", "used_for": "Legal, regulatory, standards, or agency reference for FDA Food Facility Registration (Bioterrorism Act) scope and source checks." } @@ -37018,7 +37018,7 @@ "summary": "Use this bundle to scope FDA Food Labeling Requirements (21 CFR Part 101) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FDA Food Labeling Requirements (21 CFR Part 101) source-aware brief.", "meta_description": "Free FDA Food Labeling Requirements (21 CFR Part 101) Markdown bundle with workflows, source references, and fDA Food Labeling Requirements (21 CFR Part.", "social_summary": "FDA Food Labeling Requirements (21 CFR Part 101): fDA Food Labeling Requirements (21 CFR Part 101).", - "download_note": "10 Markdown files · 1,018 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,018 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FDA Food Labeling Requirements (21 CFR Part 101)", "Teams working in Food manufacturing and processing" @@ -37031,7 +37031,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FDA Food Labeling Requirements (21 CFR Part 101) and draft FDA Food Labeling Requirements (21 CFR Part 101) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subchapter B / Part 101, then confirm that the reference is current and applicable. Inspect FDA Food Labeling Requirements (21 CFR Part 101) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FDA Food Labeling Requirements (21 CFR Part 101) and draft FDA Food Labeling Requirements (21 CFR Part 101) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subchapter B / Part 101, then confirm that the reference is current and applicable. Inspect FDA Food Labeling Requirements (21 CFR Part 101) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -37063,7 +37063,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subchapter B / Part 101", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter B / Part 101", "url": "https://www.ecfr.gov/current/title-21/chapter-I/subchapter-B/part-101", "used_for": "Legal, regulatory, standards, or agency reference for FDA Food Labeling Requirements (21 CFR Part 101) scope and source checks." } @@ -37227,7 +37227,7 @@ "summary": "Use this bundle to scope FSMA Food Traceability Recordkeeping Rule (21 CFR Part 1, Subpart S) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FSMA Food Traceability Recordkeeping Rule (21 CFR Part 1, Subpart S) source-aware brief.", "meta_description": "Free FSMA Food Traceability Recordkeeping Rule (21 CFR Part 1, Subpart S) Markdown bundle with workflows, source references, and fSMA Food Traceability.", "social_summary": "FSMA Food Traceability Recordkeeping Rule (21 CFR Part 1, Subpart S): fSMA Food Traceability.", - "download_note": "10 Markdown files · 1,065 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,065 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FSMA Food Traceability Recordkeeping Rule (21 CFR Part 1, Subpart S)", "Teams working in Food manufacturing and processing" @@ -37240,7 +37240,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FSMA Food Traceability Recordkeeping Rule (21 CFR Part 1, Subpart S) and draft FSMA Food Traceability Recordkeeping Rule (21 CFR Part 1, Subpart S) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Food and Drug Administration — Food Safety Modernization Act Fsma / Fsma Final Rule Requirements Additional Traceability Records Certain Foods, then confirm that the reference is current and applicable. Inspect FSMA Food Traceability Recordkeeping Rule (21 CFR Part 1, Subpart S) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FSMA Food Traceability Recordkeeping Rule (21 CFR Part 1, Subpart S) and draft FSMA Food Traceability Recordkeeping Rule (21 CFR Part 1, Subpart S) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Food and Drug Administration \u2014 Food Safety Modernization Act Fsma / Fsma Final Rule Requirements Additional Traceability Records Certain Foods, then confirm that the reference is current and applicable. Inspect FSMA Food Traceability Recordkeeping Rule (21 CFR Part 1, Subpart S) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -37272,7 +37272,7 @@ ], "source_notes": [ { - "label": "U.S. Food and Drug Administration — Food Safety Modernization Act Fsma / Fsma Final Rule Requirements Additional Traceability Records Certain Foods", + "label": "U.S. Food and Drug Administration \u2014 Food Safety Modernization Act Fsma / Fsma Final Rule Requirements Additional Traceability Records Certain Foods", "url": "https://www.fda.gov/food/food-safety-modernization-act-fsma/fsma-final-rule-requirements-additional-traceability-records-certain-foods", "used_for": "Legal, regulatory, standards, or agency reference for FSMA Food Traceability Recordkeeping Rule (21 CFR Part 1, Subpart S) scope and source checks." } @@ -37436,7 +37436,7 @@ "summary": "Use this bundle to scope Foreign Supplier Verification Programs (21 CFR Part 1, Subpart L) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Foreign Supplier Verification Programs (21 CFR Part 1, Subpart L) source-aware brief.", "meta_description": "Free Foreign Supplier Verification Programs (21 CFR Part 1, Subpart L) Markdown bundle with workflows, source references, and foreign Supplier Verification.", "social_summary": "Foreign Supplier Verification Programs (21 CFR Part 1, Subpart L): foreign Supplier Verification.", - "download_note": "10 Markdown files · 1,027 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,027 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Foreign Supplier Verification Programs (21 CFR Part 1, Subpart L)", "Teams working in Food manufacturing and processing" @@ -37449,7 +37449,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Foreign Supplier Verification Programs (21 CFR Part 1, Subpart L) and draft Foreign Supplier Verification Programs (21 CFR Part 1, Subpart L) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Part 1 / Subpart L, then confirm that the reference is current and applicable. Inspect Foreign Supplier Verification Programs (21 CFR Part 1, Subpart L) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Foreign Supplier Verification Programs (21 CFR Part 1, Subpart L) and draft Foreign Supplier Verification Programs (21 CFR Part 1, Subpart L) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Part 1 / Subpart L, then confirm that the reference is current and applicable. Inspect Foreign Supplier Verification Programs (21 CFR Part 1, Subpart L) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -37481,7 +37481,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Part 1 / Subpart L", + "label": "Electronic Code of Federal Regulations \u2014 Part 1 / Subpart L", "url": "https://www.ecfr.gov/current/title-21/chapter-I/subchapter-A/part-1/subpart-L", "used_for": "Legal, regulatory, standards, or agency reference for Foreign Supplier Verification Programs (21 CFR Part 1, Subpart L) scope and source checks." } @@ -37507,8 +37507,8 @@ }, { "id": "fda-infant-formula", - "title": "Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act § 412)", - "description": "Source-aware compliance bundle for Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act § 412) applicability, evidence collection, source inspection, and review-ready decision support.", + "title": "Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act \u00a7 412)", + "description": "Source-aware compliance bundle for Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act \u00a7 412) applicability, evidence collection, source inspection, and review-ready decision support.", "category": "compliance", "path": "bundles/compliance/fda-infant-formula", "version": "0.1.0", @@ -37528,14 +37528,14 @@ "part" ], "aliases": [ - "Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act § 412)", + "Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act \u00a7 412)", "US Food", "United States" ], "problems_solved": [ - "Route Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act § 412) work to the right source category and evidence set.", + "Route Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act \u00a7 412) work to the right source category and evidence set.", "Separate verified source facts, user-provided facts, assumptions, and missing evidence.", - "Produce a Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act § 412) source-aware brief suitable for qualified review." + "Produce a Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act \u00a7 412) source-aware brief suitable for qualified review." ], "industries": [ "Food manufacturing and processing" @@ -37547,12 +37547,12 @@ "qualified-review gate" ], "deliverables": [ - "Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act § 412) source-aware brief" + "Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act \u00a7 412) source-aware brief" ], "commands": [], "skills": [], "evaluations": [ - "Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act § 412) source-awareness check" + "Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act \u00a7 412) source-awareness check" ], "trust_tier": "trusted", "status": "beta", @@ -37626,7 +37626,7 @@ }, "evaluation_detail": { "status": "measured", - "title": "Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act § 412) measured evaluation", + "title": "Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act \u00a7 412) measured evaluation", "last_evaluated": "2026-07-29", "method": "baseline-vs-okb-rubric", "model": "openai/gpt-4o-mini", @@ -37641,58 +37641,58 @@ "private_artifacts": "research/bundle-runs/fda-infant-formula/v1/evaluation-results/" }, "landing_page": { - "definition": "A free, open-source set of 10 Markdown files for triaging Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act § 412) questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act § 412) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion.", - "meta_description": "Free Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act § 412) Markdown bundle with workflows, source references.", - "social_summary": "Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act § 412).", - "download_note": "10 Markdown files · 1,149 words · no signup · CC-BY-4.0", + "definition": "A free, open-source set of 10 Markdown files for triaging Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act \u00a7 412) questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act \u00a7 412) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion.", + "meta_description": "Free Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act \u00a7 412) Markdown bundle with workflows, source references.", + "social_summary": "Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act \u00a7 412).", + "download_note": "10 Markdown files \u00b7 1,149 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ - "Compliance, legal, risk, security, operations, and product teams assessing Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act § 412)", + "Compliance, legal, risk, security, operations, and product teams assessing Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act \u00a7 412)", "Teams working in Food manufacturing and processing" ], "when_to_use": [ - "A Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act § 412) question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act \u00a7 412) question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." ], "required_inputs": [ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act § 412) and draft Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act § 412) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subchapter B / Part 106, then confirm that the reference is current and applicable. Inspect Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act § 412) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act \u00a7 412) and draft Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act \u00a7 412) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subchapter B / Part 106, then confirm that the reference is current and applicable. Inspect Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act \u00a7 412) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], "featured_contents": [ { "type": "Overview", - "title": "Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act § 412) Overview", - "description": "Use this bundle to structure Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act § 412) questions when the user needs a cautious, evidence-led answer.", + "title": "Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act \u00a7 412) Overview", + "description": "Use this bundle to structure Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act \u00a7 412) questions when the user needs a cautious, evidence-led answer.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fda-infant-formula/overview.md" }, { "type": "Workflow", - "title": "Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act § 412) Source-Aware Triage", + "title": "Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act \u00a7 412) Source-Aware Triage", "description": "1. Restate the user question and identify the decision they want to make. 2. Name the jurisdiction, authority, source category, and local evidence currently available. 3.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fda-infant-formula/workflows/source-aware-triage.md" }, { "type": "Template", - "title": "Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act § 412) Source-Aware Brief", + "title": "Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act \u00a7 412) Source-Aware Brief", "description": "State the specific decision, filing, notice, control, disclosure, reporting, or readiness question.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fda-infant-formula/deliverables/source-aware-brief.md" }, { "type": "Quality rubric", - "title": "Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act § 412) Source-Awareness Check", + "title": "Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act \u00a7 412) Source-Awareness Check", "description": "Score responses on a 12-point rubric: - 0-3: identifies source category, authority, and inspection limits.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fda-infant-formula/evaluations/source-awareness-check.md" } ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subchapter B / Part 106", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter B / Part 106", "url": "https://www.ecfr.gov/current/title-21/chapter-I/subchapter-B/part-106", - "used_for": "Legal, regulatory, standards, or agency reference for Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act § 412) scope and source checks." + "used_for": "Legal, regulatory, standards, or agency reference for Infant Formula Registration, Notification, and Quality Controls (21 CFR Part 106; FD&C Act \u00a7 412) scope and source checks." } ] }, @@ -37854,7 +37854,7 @@ "summary": "Use this bundle to scope Mitigation Strategies to Protect Food Against Intentional Adulteration (21 CFR Part 121) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion.", "meta_description": "Free Mitigation Strategies to Protect Food Against Intentional Adulteration (21 CFR Part 121) Markdown bundle with workflows, source references, and.", "social_summary": "Mitigation Strategies to Protect Food Against Intentional Adulteration (21 CFR Part 121): mitigation.", - "download_note": "10 Markdown files · 1,096 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,096 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Mitigation Strategies to Protect Food Against Intentional Adulteration (21 CFR Part 121)", "Teams working in Food manufacturing and processing" @@ -37867,7 +37867,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Mitigation Strategies to Protect Food Against Intentional Adulteration (21 CFR Part 121) and draft Mitigation Strategies to Protect Food Against Intentional Adulteration (21 CFR Part 121) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subchapter B / Part 121, then confirm that the reference is current and applicable. Inspect Mitigation Strategies to Protect Food Against Intentional Adulteration (21 CFR Part 121) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Mitigation Strategies to Protect Food Against Intentional Adulteration (21 CFR Part 121) and draft Mitigation Strategies to Protect Food Against Intentional Adulteration (21 CFR Part 121) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subchapter B / Part 121, then confirm that the reference is current and applicable. Inspect Mitigation Strategies to Protect Food Against Intentional Adulteration (21 CFR Part 121) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -37899,7 +37899,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subchapter B / Part 121", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter B / Part 121", "url": "https://www.ecfr.gov/current/title-21/chapter-I/subchapter-B/part-121", "used_for": "Legal, regulatory, standards, or agency reference for Mitigation Strategies to Protect Food Against Intentional Adulteration (21 CFR Part 121) scope and source checks." } @@ -38059,10 +38059,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging Juice HACCP (21 CFR Part 120) questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Juice HACCP (21 CFR Part 120) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Juice HACCP (21 CFR Part 120) source-aware brief. Start source review with Electronic Code of Federal Regulations — Subchapter B / Part 120.", + "summary": "Use this bundle to scope Juice HACCP (21 CFR Part 120) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Juice HACCP (21 CFR Part 120) source-aware brief. Start source review with Electronic Code of Federal Regulations \u2014 Subchapter B / Part 120.", "meta_description": "Free Juice HACCP (21 CFR Part 120) Markdown bundle with workflows, source references, and juice HACCP (21 CFR Part 120) source-aware brief for use with AI.", "social_summary": "Juice HACCP (21 CFR Part 120): juice HACCP (21 CFR Part 120) source-aware brief, workflows, and review.", - "download_note": "10 Markdown files · 929 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 929 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Juice HACCP (21 CFR Part 120)", "Teams working in Food manufacturing and processing" @@ -38075,7 +38075,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Juice HACCP (21 CFR Part 120) and draft Juice HACCP (21 CFR Part 120) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subchapter B / Part 120, then confirm that the reference is current and applicable. Inspect Juice HACCP (21 CFR Part 120) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Juice HACCP (21 CFR Part 120) and draft Juice HACCP (21 CFR Part 120) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subchapter B / Part 120, then confirm that the reference is current and applicable. Inspect Juice HACCP (21 CFR Part 120) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -38107,7 +38107,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subchapter B / Part 120", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter B / Part 120", "url": "https://www.ecfr.gov/current/title-21/chapter-I/subchapter-B/part-120", "used_for": "Legal, regulatory, standards, or agency reference for Juice HACCP (21 CFR Part 120) scope and source checks." } @@ -38271,7 +38271,7 @@ "summary": "Use this bundle to scope Low-Acid Canned & Acidified Foods Establishment Registration and Process Filing (21 CFR Parts 108/113/114) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion.", "meta_description": "Free Low-Acid Canned & Acidified Foods Establishment Registration and Process Filing (21 CFR Parts 108/113/114) Markdown bundle with workflows, source.", "social_summary": "Low-Acid Canned & Acidified Foods Establishment Registration and Process Filing (21 CFR Parts.", - "download_note": "10 Markdown files · 1,213 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,213 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Low-Acid Canned & Acidified Foods Establishment Registration and Process Filing (21 CFR Parts 108/113/114)", "Teams working in Food manufacturing and processing" @@ -38284,7 +38284,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Low-Acid Canned & Acidified Foods Establishment Registration and Process Filing (21 CFR Parts 108/113/114) and draft Low-Acid Canned & Acidified Foods Establishment Registration and Process Filing (21 CFR Parts 108/113/114) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Food and Drug Administration — Registration Food Facilities And Other Submissions / Establishment Registration Process Filing Acidified And Low Acid Canned Foods Lacf, then confirm that the reference is current and applicable. Inspect Low-Acid Canned & Acidified Foods Establishment Registration and Process Filing (21 CFR Parts 108/113/114) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Low-Acid Canned & Acidified Foods Establishment Registration and Process Filing (21 CFR Parts 108/113/114) and draft Low-Acid Canned & Acidified Foods Establishment Registration and Process Filing (21 CFR Parts 108/113/114) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Food and Drug Administration \u2014 Registration Food Facilities And Other Submissions / Establishment Registration Process Filing Acidified And Low Acid Canned Foods Lacf, then confirm that the reference is current and applicable. Inspect Low-Acid Canned & Acidified Foods Establishment Registration and Process Filing (21 CFR Parts 108/113/114) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -38316,7 +38316,7 @@ ], "source_notes": [ { - "label": "U.S. Food and Drug Administration — Registration Food Facilities And Other Submissions / Establishment Registration Process Filing Acidified And Low Acid Canned Foods Lacf", + "label": "U.S. Food and Drug Administration \u2014 Registration Food Facilities And Other Submissions / Establishment Registration Process Filing Acidified And Low Acid Canned Foods Lacf", "url": "https://www.fda.gov/food/registration-food-facilities-and-other-submissions/establishment-registration-process-filing-acidified-and-low-acid-canned-foods-lacf", "used_for": "Legal, regulatory, standards, or agency reference for Low-Acid Canned & Acidified Foods Establishment Registration and Process Filing (21 CFR Parts 108/113/114) scope and source checks." } @@ -38479,7 +38479,7 @@ "summary": "Use this bundle to scope Major Food Allergen Labeling (FALCPA; FASTER Act) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Major Food Allergen Labeling (FALCPA; FASTER Act) source-aware brief. Start source review with U.S.", "meta_description": "Free Major Food Allergen Labeling (FALCPA; FASTER Act) Markdown bundle with workflows, source references, and major Food Allergen Labeling (FALCPA; FASTER.", "social_summary": "Major Food Allergen Labeling (FALCPA; FASTER Act): major Food Allergen Labeling (FALCPA; FASTER Act).", - "download_note": "10 Markdown files · 972 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 972 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Major Food Allergen Labeling (FALCPA; FASTER Act)", "Teams working in Food manufacturing and processing" @@ -38492,7 +38492,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Major Food Allergen Labeling (FALCPA; FASTER Act) and draft Major Food Allergen Labeling (FALCPA; FASTER Act) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Food and Drug Administration — Food Allergies / Faster Act Sesame Ninth Major Food Allergen, then confirm that the reference is current and applicable. Inspect Major Food Allergen Labeling (FALCPA; FASTER Act) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Major Food Allergen Labeling (FALCPA; FASTER Act) and draft Major Food Allergen Labeling (FALCPA; FASTER Act) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Food and Drug Administration \u2014 Food Allergies / Faster Act Sesame Ninth Major Food Allergen, then confirm that the reference is current and applicable. Inspect Major Food Allergen Labeling (FALCPA; FASTER Act) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -38524,7 +38524,7 @@ ], "source_notes": [ { - "label": "U.S. Food and Drug Administration — Food Allergies / Faster Act Sesame Ninth Major Food Allergen", + "label": "U.S. Food and Drug Administration \u2014 Food Allergies / Faster Act Sesame Ninth Major Food Allergen", "url": "https://www.fda.gov/food/food-allergies/faster-act-sesame-ninth-major-food-allergen", "used_for": "Legal, regulatory, standards, or agency reference for Major Food Allergen Labeling (FALCPA; FASTER Act) scope and source checks." } @@ -38688,7 +38688,7 @@ "summary": "Use this bundle to scope FDA Medical Device Reporting (MDR/eMDR) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FDA Medical Device Reporting (MDR/eMDR) source-aware brief. Start source review with U.S.", "meta_description": "Free FDA Medical Device Reporting (MDR/eMDR) Markdown bundle with workflows, source references, and fDA Medical Device Reporting (MDR/eMDR) source-aware.", "social_summary": "FDA Medical Device Reporting (MDR/eMDR): fDA Medical Device Reporting (MDR/eMDR) source-aware brief.", - "download_note": "10 Markdown files · 949 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 949 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FDA Medical Device Reporting (MDR/eMDR)", "Teams working in Public companies (SEC-reporting) and quality-managed manufacturers" @@ -38701,7 +38701,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FDA Medical Device Reporting (MDR/eMDR) and draft FDA Medical Device Reporting (MDR/eMDR) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Food and Drug Administration — FDA Esubmitter / Electronic Medical Device Reporting Emdr, then confirm that the reference is current and applicable. Inspect FDA Medical Device Reporting (MDR/eMDR) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FDA Medical Device Reporting (MDR/eMDR) and draft FDA Medical Device Reporting (MDR/eMDR) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Food and Drug Administration \u2014 FDA Esubmitter / Electronic Medical Device Reporting Emdr, then confirm that the reference is current and applicable. Inspect FDA Medical Device Reporting (MDR/eMDR) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -38733,7 +38733,7 @@ ], "source_notes": [ { - "label": "U.S. Food and Drug Administration — FDA Esubmitter / Electronic Medical Device Reporting Emdr", + "label": "U.S. Food and Drug Administration \u2014 FDA Esubmitter / Electronic Medical Device Reporting Emdr", "url": "https://www.fda.gov/industry/fda-esubmitter/electronic-medical-device-reporting-emdr", "used_for": "Legal, regulatory, standards, or agency reference for FDA Medical Device Reporting (MDR/eMDR) scope and source checks." } @@ -38898,7 +38898,7 @@ "summary": "Use this bundle to scope FDA Premarket Review Pathways (510(k) and PMA) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FDA Premarket Review Pathways (510(k) and PMA) source-aware brief. Start source review with U.S.", "meta_description": "Free FDA Premarket Review Pathways (510(k) and PMA) Markdown bundle with workflows, source references, and fDA Premarket Review Pathways (510(k) and PMA).", "social_summary": "FDA Premarket Review Pathways (510(k) and PMA): fDA Premarket Review Pathways (510(k) and PMA).", - "download_note": "10 Markdown files · 988 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 988 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FDA Premarket Review Pathways (510(k) and PMA)", "Teams working in Public companies (SEC-reporting) and quality-managed manufacturers" @@ -38911,7 +38911,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FDA Premarket Review Pathways (510(k) and PMA) and draft FDA Premarket Review Pathways (510(k) and PMA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Food and Drug Administration — Premarket Submissions Selecting And Preparing Correct Submission / Premarket Notification 510k, then confirm that the reference is current and applicable. Inspect FDA Premarket Review Pathways (510(k) and PMA) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FDA Premarket Review Pathways (510(k) and PMA) and draft FDA Premarket Review Pathways (510(k) and PMA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Food and Drug Administration \u2014 Premarket Submissions Selecting And Preparing Correct Submission / Premarket Notification 510k, then confirm that the reference is current and applicable. Inspect FDA Premarket Review Pathways (510(k) and PMA) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -38943,7 +38943,7 @@ ], "source_notes": [ { - "label": "U.S. Food and Drug Administration — Premarket Submissions Selecting And Preparing Correct Submission / Premarket Notification 510k", + "label": "U.S. Food and Drug Administration \u2014 Premarket Submissions Selecting And Preparing Correct Submission / Premarket Notification 510k", "url": "https://www.fda.gov/medical-devices/premarket-submissions-selecting-and-preparing-correct-submission/premarket-notification-510k", "used_for": "Legal, regulatory, standards, or agency reference for FDA Premarket Review Pathways (510(k) and PMA) scope and source checks." } @@ -39107,7 +39107,7 @@ "summary": "Use this bundle to scope FDA Quality Management System Regulation (QMSR / ISO 13485) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FDA Quality Management System Regulation (QMSR / ISO 13485) source-aware brief. Start source review with U.S.", "meta_description": "Free FDA Quality Management System Regulation (QMSR / ISO 13485) Markdown bundle with workflows, source references, and fDA Quality Management System.", "social_summary": "FDA Quality Management System Regulation (QMSR / ISO 13485): fDA Quality Management System Regulation.", - "download_note": "10 Markdown files · 1,050 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,050 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FDA Quality Management System Regulation (QMSR / ISO 13485)", "Teams working in Public companies (SEC-reporting) and quality-managed manufacturers" @@ -39120,7 +39120,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FDA Quality Management System Regulation (QMSR / ISO 13485) and draft FDA Quality Management System Regulation (QMSR / ISO 13485) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Food and Drug Administration — Postmarket Requirements Devices / Quality Management System Regulation Qmsr, then confirm that the reference is current and applicable. Inspect FDA Quality Management System Regulation (QMSR / ISO 13485) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FDA Quality Management System Regulation (QMSR / ISO 13485) and draft FDA Quality Management System Regulation (QMSR / ISO 13485) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Food and Drug Administration \u2014 Postmarket Requirements Devices / Quality Management System Regulation Qmsr, then confirm that the reference is current and applicable. Inspect FDA Quality Management System Regulation (QMSR / ISO 13485) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -39152,7 +39152,7 @@ ], "source_notes": [ { - "label": "U.S. Food and Drug Administration — Postmarket Requirements Devices / Quality Management System Regulation Qmsr", + "label": "U.S. Food and Drug Administration \u2014 Postmarket Requirements Devices / Quality Management System Regulation Qmsr", "url": "https://www.fda.gov/medical-devices/postmarket-requirements-devices/quality-management-system-regulation-qmsr", "used_for": "Legal, regulatory, standards, or agency reference for FDA Quality Management System Regulation (QMSR / ISO 13485) scope and source checks." } @@ -39178,8 +39178,8 @@ }, { "id": "fda-reportable-food-registry", - "title": "Reportable Food Registry Mandatory Reporting (FD&C Act § 417)", - "description": "Source-aware compliance bundle for Reportable Food Registry Mandatory Reporting (FD&C Act § 417) applicability, evidence collection, source inspection, and review-ready decision support.", + "title": "Reportable Food Registry Mandatory Reporting (FD&C Act \u00a7 417)", + "description": "Source-aware compliance bundle for Reportable Food Registry Mandatory Reporting (FD&C Act \u00a7 417) applicability, evidence collection, source inspection, and review-ready decision support.", "category": "compliance", "path": "bundles/compliance/fda-reportable-food-registry", "version": "0.1.0", @@ -39199,14 +39199,14 @@ "compliance" ], "aliases": [ - "Reportable Food Registry Mandatory Reporting (FD&C Act § 417)", + "Reportable Food Registry Mandatory Reporting (FD&C Act \u00a7 417)", "US Food", "United States" ], "problems_solved": [ - "Route Reportable Food Registry Mandatory Reporting (FD&C Act § 417) work to the right source category and evidence set.", + "Route Reportable Food Registry Mandatory Reporting (FD&C Act \u00a7 417) work to the right source category and evidence set.", "Separate verified source facts, user-provided facts, assumptions, and missing evidence.", - "Produce a Reportable Food Registry Mandatory Reporting (FD&C Act § 417) source-aware brief suitable for qualified review." + "Produce a Reportable Food Registry Mandatory Reporting (FD&C Act \u00a7 417) source-aware brief suitable for qualified review." ], "industries": [ "Food manufacturing and processing" @@ -39218,12 +39218,12 @@ "qualified-review gate" ], "deliverables": [ - "Reportable Food Registry Mandatory Reporting (FD&C Act § 417) source-aware brief" + "Reportable Food Registry Mandatory Reporting (FD&C Act \u00a7 417) source-aware brief" ], "commands": [], "skills": [], "evaluations": [ - "Reportable Food Registry Mandatory Reporting (FD&C Act § 417) source-awareness check" + "Reportable Food Registry Mandatory Reporting (FD&C Act \u00a7 417) source-awareness check" ], "trust_tier": "trusted", "status": "beta", @@ -39297,7 +39297,7 @@ }, "evaluation_detail": { "status": "measured", - "title": "Reportable Food Registry Mandatory Reporting (FD&C Act § 417) measured evaluation", + "title": "Reportable Food Registry Mandatory Reporting (FD&C Act \u00a7 417) measured evaluation", "last_evaluated": "2026-07-29", "method": "baseline-vs-okb-rubric", "model": "openai/gpt-4o-mini", @@ -39312,58 +39312,58 @@ "private_artifacts": "research/bundle-runs/fda-reportable-food-registry/v1/evaluation-results/" }, "landing_page": { - "definition": "A free, open-source set of 10 Markdown files for triaging Reportable Food Registry Mandatory Reporting (FD&C Act § 417) questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Reportable Food Registry Mandatory Reporting (FD&C Act § 417) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Reportable Food Registry Mandatory Reporting (FD&C Act § 417) source-aware brief. Start source review with U.S.", - "meta_description": "Free Reportable Food Registry Mandatory Reporting (FD&C Act § 417) Markdown bundle with workflows, source references, and reportable Food Registry.", - "social_summary": "Reportable Food Registry Mandatory Reporting (FD&C Act § 417): reportable Food Registry Mandatory.", - "download_note": "10 Markdown files · 1,022 words · no signup · CC-BY-4.0", + "definition": "A free, open-source set of 10 Markdown files for triaging Reportable Food Registry Mandatory Reporting (FD&C Act \u00a7 417) questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Reportable Food Registry Mandatory Reporting (FD&C Act \u00a7 417) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Reportable Food Registry Mandatory Reporting (FD&C Act \u00a7 417) source-aware brief. Start source review with U.S.", + "meta_description": "Free Reportable Food Registry Mandatory Reporting (FD&C Act \u00a7 417) Markdown bundle with workflows, source references, and reportable Food Registry.", + "social_summary": "Reportable Food Registry Mandatory Reporting (FD&C Act \u00a7 417): reportable Food Registry Mandatory.", + "download_note": "10 Markdown files \u00b7 1,022 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ - "Compliance, legal, risk, security, operations, and product teams assessing Reportable Food Registry Mandatory Reporting (FD&C Act § 417)", + "Compliance, legal, risk, security, operations, and product teams assessing Reportable Food Registry Mandatory Reporting (FD&C Act \u00a7 417)", "Teams working in Food manufacturing and processing" ], "when_to_use": [ - "A Reportable Food Registry Mandatory Reporting (FD&C Act § 417) question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A Reportable Food Registry Mandatory Reporting (FD&C Act \u00a7 417) question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." ], "required_inputs": [ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Reportable Food Registry Mandatory Reporting (FD&C Act § 417) and draft Reportable Food Registry Mandatory Reporting (FD&C Act § 417) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Food and Drug Administration — Compliance Enforcement Food / Reportable Food Registry Industry, then confirm that the reference is current and applicable. Inspect Reportable Food Registry Mandatory Reporting (FD&C Act § 417) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Reportable Food Registry Mandatory Reporting (FD&C Act \u00a7 417) and draft Reportable Food Registry Mandatory Reporting (FD&C Act \u00a7 417) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Food and Drug Administration \u2014 Compliance Enforcement Food / Reportable Food Registry Industry, then confirm that the reference is current and applicable. Inspect Reportable Food Registry Mandatory Reporting (FD&C Act \u00a7 417) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], "featured_contents": [ { "type": "Overview", - "title": "Reportable Food Registry Mandatory Reporting (FD&C Act § 417) Overview", - "description": "Use this bundle to structure Reportable Food Registry Mandatory Reporting (FD&C Act § 417) questions when the user needs a cautious, evidence-led answer.", + "title": "Reportable Food Registry Mandatory Reporting (FD&C Act \u00a7 417) Overview", + "description": "Use this bundle to structure Reportable Food Registry Mandatory Reporting (FD&C Act \u00a7 417) questions when the user needs a cautious, evidence-led answer.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fda-reportable-food-registry/overview.md" }, { "type": "Workflow", - "title": "Reportable Food Registry Mandatory Reporting (FD&C Act § 417) Source-Aware Triage", + "title": "Reportable Food Registry Mandatory Reporting (FD&C Act \u00a7 417) Source-Aware Triage", "description": "1. Restate the user question and identify the decision they want to make. 2. Name the jurisdiction, authority, source category, and local evidence currently available. 3.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fda-reportable-food-registry/workflows/source-aware-triage.md" }, { "type": "Template", - "title": "Reportable Food Registry Mandatory Reporting (FD&C Act § 417) Source-Aware Brief", + "title": "Reportable Food Registry Mandatory Reporting (FD&C Act \u00a7 417) Source-Aware Brief", "description": "State the specific decision, filing, notice, control, disclosure, reporting, or readiness question.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fda-reportable-food-registry/deliverables/source-aware-brief.md" }, { "type": "Quality rubric", - "title": "Reportable Food Registry Mandatory Reporting (FD&C Act § 417) Source-Awareness Check", + "title": "Reportable Food Registry Mandatory Reporting (FD&C Act \u00a7 417) Source-Awareness Check", "description": "Score responses on a 12-point rubric: - 0-3: identifies source category, authority, and inspection limits.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fda-reportable-food-registry/evaluations/source-awareness-check.md" } ], "source_notes": [ { - "label": "U.S. Food and Drug Administration — Compliance Enforcement Food / Reportable Food Registry Industry", + "label": "U.S. Food and Drug Administration \u2014 Compliance Enforcement Food / Reportable Food Registry Industry", "url": "https://www.fda.gov/food/compliance-enforcement-food/reportable-food-registry-industry", - "used_for": "Legal, regulatory, standards, or agency reference for Reportable Food Registry Mandatory Reporting (FD&C Act § 417) scope and source checks." + "used_for": "Legal, regulatory, standards, or agency reference for Reportable Food Registry Mandatory Reporting (FD&C Act \u00a7 417) scope and source checks." } ] }, @@ -39525,7 +39525,7 @@ "summary": "Use this bundle to scope Sanitary Transportation of Human and Animal Food (21 CFR Part 1, Subpart O) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Sanitary Transportation of Human and Animal Food (21 CFR Part 1, Subpart O) source-aware brief.", "meta_description": "Free Sanitary Transportation of Human and Animal Food (21 CFR Part 1, Subpart O) Markdown bundle with workflows, source references, and sanitary.", "social_summary": "Sanitary Transportation of Human and Animal Food (21 CFR Part 1, Subpart O): sanitary Transportation of.", - "download_note": "10 Markdown files · 1,099 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,099 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Sanitary Transportation of Human and Animal Food (21 CFR Part 1, Subpart O)", "Teams working in Food manufacturing and processing" @@ -39538,7 +39538,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Sanitary Transportation of Human and Animal Food (21 CFR Part 1, Subpart O) and draft Sanitary Transportation of Human and Animal Food (21 CFR Part 1, Subpart O) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Part 1 / Subpart O, then confirm that the reference is current and applicable. Inspect Sanitary Transportation of Human and Animal Food (21 CFR Part 1, Subpart O) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Sanitary Transportation of Human and Animal Food (21 CFR Part 1, Subpart O) and draft Sanitary Transportation of Human and Animal Food (21 CFR Part 1, Subpart O) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Part 1 / Subpart O, then confirm that the reference is current and applicable. Inspect Sanitary Transportation of Human and Animal Food (21 CFR Part 1, Subpart O) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -39570,7 +39570,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Part 1 / Subpart O", + "label": "Electronic Code of Federal Regulations \u2014 Part 1 / Subpart O", "url": "https://www.ecfr.gov/current/title-21/chapter-I/subchapter-A/part-1/subpart-O", "used_for": "Legal, regulatory, standards, or agency reference for Sanitary Transportation of Human and Animal Food (21 CFR Part 1, Subpart O) scope and source checks." } @@ -39730,10 +39730,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging Seafood HACCP (21 CFR Part 123) questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Seafood HACCP (21 CFR Part 123) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Seafood HACCP (21 CFR Part 123) source-aware brief. Start source review with Electronic Code of Federal Regulations — Subchapter B / Part 123.", + "summary": "Use this bundle to scope Seafood HACCP (21 CFR Part 123) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Seafood HACCP (21 CFR Part 123) source-aware brief. Start source review with Electronic Code of Federal Regulations \u2014 Subchapter B / Part 123.", "meta_description": "Free Seafood HACCP (21 CFR Part 123) Markdown bundle with workflows, source references, and seafood HACCP (21 CFR Part 123) source-aware brief for use with.", "social_summary": "Seafood HACCP (21 CFR Part 123): seafood HACCP (21 CFR Part 123) source-aware brief, workflows, and.", - "download_note": "10 Markdown files · 929 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 929 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Seafood HACCP (21 CFR Part 123)", "Teams working in Food manufacturing and processing" @@ -39746,7 +39746,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Seafood HACCP (21 CFR Part 123) and draft Seafood HACCP (21 CFR Part 123) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subchapter B / Part 123, then confirm that the reference is current and applicable. Inspect Seafood HACCP (21 CFR Part 123) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Seafood HACCP (21 CFR Part 123) and draft Seafood HACCP (21 CFR Part 123) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subchapter B / Part 123, then confirm that the reference is current and applicable. Inspect Seafood HACCP (21 CFR Part 123) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -39778,7 +39778,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subchapter B / Part 123", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter B / Part 123", "url": "https://www.ecfr.gov/current/title-21/chapter-I/subchapter-B/part-123", "used_for": "Legal, regulatory, standards, or agency reference for Seafood HACCP (21 CFR Part 123) scope and source checks." } @@ -39942,7 +39942,7 @@ "summary": "Use this bundle to scope FDA Unique Device Identification (UDI) System questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FDA Unique Device Identification (UDI) System source-aware brief. Start source review with U.S.", "meta_description": "Free FDA Unique Device Identification (UDI) System Markdown bundle with workflows, source references, and fDA Unique Device Identification (UDI) System.", "social_summary": "FDA Unique Device Identification (UDI) System: fDA Unique Device Identification (UDI) System.", - "download_note": "10 Markdown files · 950 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 950 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FDA Unique Device Identification (UDI) System", "Teams working in Public companies (SEC-reporting) and quality-managed manufacturers" @@ -39955,7 +39955,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FDA Unique Device Identification (UDI) System and draft FDA Unique Device Identification (UDI) System source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Food and Drug Administration — Device Advice Comprehensive Regulatory Assistance / Unique Device Identification System Udi System, then confirm that the reference is current and applicable. Inspect FDA Unique Device Identification (UDI) System Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FDA Unique Device Identification (UDI) System and draft FDA Unique Device Identification (UDI) System source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Food and Drug Administration \u2014 Device Advice Comprehensive Regulatory Assistance / Unique Device Identification System Udi System, then confirm that the reference is current and applicable. Inspect FDA Unique Device Identification (UDI) System Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -39987,7 +39987,7 @@ ], "source_notes": [ { - "label": "U.S. Food and Drug Administration — Device Advice Comprehensive Regulatory Assistance / Unique Device Identification System Udi System", + "label": "U.S. Food and Drug Administration \u2014 Device Advice Comprehensive Regulatory Assistance / Unique Device Identification System Udi System", "url": "https://www.fda.gov/medical-devices/device-advice-comprehensive-regulatory-assistance/unique-device-identification-system-udi-system", "used_for": "Legal, regulatory, standards, or agency reference for FDA Unique Device Identification (UDI) System scope and source checks." } @@ -40151,7 +40151,7 @@ "summary": "Use this bundle to scope FDIC Reports and Public Availability of Information questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FDIC Reports and Public Availability of Information source-aware brief.", "meta_description": "Free FDIC Reports and Public Availability of Information Markdown bundle with workflows, source references, and fDIC Reports and Public Availability of.", "social_summary": "FDIC Reports and Public Availability of Information: fDIC Reports and Public Availability of Information.", - "download_note": "10 Markdown files · 957 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 957 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FDIC Reports and Public Availability of Information", "Teams working in Banks, depository institutions, and bank holding companies" @@ -40164,7 +40164,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FDIC Reports and Public Availability of Information and draft FDIC Reports and Public Availability of Information source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subpart A / Section 304.3, then confirm that the reference is current and applicable. Inspect FDIC Reports and Public Availability of Information Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FDIC Reports and Public Availability of Information and draft FDIC Reports and Public Availability of Information source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subpart A / Section 304.3, then confirm that the reference is current and applicable. Inspect FDIC Reports and Public Availability of Information Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -40196,7 +40196,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subpart A / Section 304.3", + "label": "Electronic Code of Federal Regulations \u2014 Subpart A / Section 304.3", "url": "https://www.ecfr.gov/current/title-12/chapter-III/subchapter-A/part-304/subpart-A/section-304.3", "used_for": "Legal, regulatory, standards, or agency reference for FDIC Reports and Public Availability of Information scope and source checks." } @@ -40361,7 +40361,7 @@ "summary": "Use this bundle to scope FDIC Official Signs and Advertising Requirements questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FDIC Official Signs and Advertising Requirements source-aware brief.", "meta_description": "Free FDIC Official Signs and Advertising Requirements Markdown bundle with workflows, source references, and fDIC Official Signs and Advertising.", "social_summary": "FDIC Official Signs and Advertising Requirements: fDIC Official Signs and Advertising Requirements.", - "download_note": "10 Markdown files · 931 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 931 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FDIC Official Signs and Advertising Requirements", "Teams working in Banks, depository institutions, and bank holding companies" @@ -40374,7 +40374,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FDIC Official Signs and Advertising Requirements and draft FDIC Official Signs and Advertising Requirements source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subchapter B / Part 328, then confirm that the reference is current and applicable. Inspect FDIC Official Signs and Advertising Requirements Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FDIC Official Signs and Advertising Requirements and draft FDIC Official Signs and Advertising Requirements source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subchapter B / Part 328, then confirm that the reference is current and applicable. Inspect FDIC Official Signs and Advertising Requirements Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -40406,7 +40406,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subchapter B / Part 328", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter B / Part 328", "url": "https://www.ecfr.gov/current/title-12/chapter-III/subchapter-B/part-328", "used_for": "Legal, regulatory, standards, or agency reference for FDIC Official Signs and Advertising Requirements scope and source checks." } @@ -40433,8 +40433,8 @@ }, { "id": "fed-assessment-regulation-tt", - "title": "Supervision and Regulation Assessments — Regulation TT", - "description": "Source-aware compliance bundle for Supervision and Regulation Assessments — Regulation TT applicability, evidence collection, source inspection, and review-ready decision support.", + "title": "Supervision and Regulation Assessments \u2014 Regulation TT", + "description": "Source-aware compliance bundle for Supervision and Regulation Assessments \u2014 Regulation TT applicability, evidence collection, source inspection, and review-ready decision support.", "category": "compliance", "path": "bundles/compliance/fed-assessment-regulation-tt", "version": "0.1.0", @@ -40454,14 +40454,14 @@ "compliance" ], "aliases": [ - "Supervision and Regulation Assessments — Regulation TT", + "Supervision and Regulation Assessments \u2014 Regulation TT", "US Banking & Financial Institutions", "United States" ], "problems_solved": [ - "Route Supervision and Regulation Assessments — Regulation TT work to the right source category and evidence set.", + "Route Supervision and Regulation Assessments \u2014 Regulation TT work to the right source category and evidence set.", "Separate verified source facts, user-provided facts, assumptions, and missing evidence.", - "Produce a Supervision and Regulation Assessments — Regulation TT source-aware brief suitable for qualified review." + "Produce a Supervision and Regulation Assessments \u2014 Regulation TT source-aware brief suitable for qualified review." ], "industries": [ "Banks, depository institutions, and bank holding companies" @@ -40473,12 +40473,12 @@ "qualified-review gate" ], "deliverables": [ - "Supervision and Regulation Assessments — Regulation TT source-aware brief" + "Supervision and Regulation Assessments \u2014 Regulation TT source-aware brief" ], "commands": [], "skills": [], "evaluations": [ - "Supervision and Regulation Assessments — Regulation TT source-awareness check" + "Supervision and Regulation Assessments \u2014 Regulation TT source-awareness check" ], "trust_tier": "trusted", "status": "beta", @@ -40552,7 +40552,7 @@ }, "evaluation_detail": { "status": "measured", - "title": "Supervision and Regulation Assessments — Regulation TT measured evaluation", + "title": "Supervision and Regulation Assessments \u2014 Regulation TT measured evaluation", "last_evaluated": "2026-07-29", "method": "baseline-vs-okb-rubric", "model": "openai/gpt-4o-mini", @@ -40567,58 +40567,58 @@ "private_artifacts": "research/bundle-runs/fed-assessment-regulation-tt/v1/evaluation-results/" }, "landing_page": { - "definition": "A free, open-source set of 10 Markdown files for triaging Supervision and Regulation Assessments — Regulation TT questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Supervision and Regulation Assessments — Regulation TT questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Supervision and Regulation Assessments — Regulation TT source-aware brief.", - "meta_description": "Free Supervision and Regulation Assessments — Regulation TT Markdown bundle with workflows, source references, and supervision and Regulation Assessments —.", - "social_summary": "Supervision and Regulation Assessments — Regulation TT: supervision and Regulation Assessments —.", - "download_note": "10 Markdown files · 935 words · no signup · CC-BY-4.0", + "definition": "A free, open-source set of 10 Markdown files for triaging Supervision and Regulation Assessments \u2014 Regulation TT questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Supervision and Regulation Assessments \u2014 Regulation TT questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Supervision and Regulation Assessments \u2014 Regulation TT source-aware brief.", + "meta_description": "Free Supervision and Regulation Assessments \u2014 Regulation TT Markdown bundle with workflows, source references, and supervision and Regulation Assessments \u2014.", + "social_summary": "Supervision and Regulation Assessments \u2014 Regulation TT: supervision and Regulation Assessments \u2014.", + "download_note": "10 Markdown files \u00b7 935 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ - "Compliance, legal, risk, security, operations, and product teams assessing Supervision and Regulation Assessments — Regulation TT", + "Compliance, legal, risk, security, operations, and product teams assessing Supervision and Regulation Assessments \u2014 Regulation TT", "Teams working in Banks, depository institutions, and bank holding companies" ], "when_to_use": [ - "A Supervision and Regulation Assessments — Regulation TT question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A Supervision and Regulation Assessments \u2014 Regulation TT question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." ], "required_inputs": [ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Supervision and Regulation Assessments — Regulation TT and draft Supervision and Regulation Assessments — Regulation TT source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subchapter A / Part 246, then confirm that the reference is current and applicable. Inspect Supervision and Regulation Assessments — Regulation TT Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Supervision and Regulation Assessments \u2014 Regulation TT and draft Supervision and Regulation Assessments \u2014 Regulation TT source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subchapter A / Part 246, then confirm that the reference is current and applicable. Inspect Supervision and Regulation Assessments \u2014 Regulation TT Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], "featured_contents": [ { "type": "Overview", - "title": "Supervision and Regulation Assessments — Regulation TT Overview", - "description": "Use this bundle to structure Supervision and Regulation Assessments — Regulation TT questions when the user needs a cautious, evidence-led answer.", + "title": "Supervision and Regulation Assessments \u2014 Regulation TT Overview", + "description": "Use this bundle to structure Supervision and Regulation Assessments \u2014 Regulation TT questions when the user needs a cautious, evidence-led answer.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fed-assessment-regulation-tt/overview.md" }, { "type": "Workflow", - "title": "Supervision and Regulation Assessments — Regulation TT Source-Aware Triage", + "title": "Supervision and Regulation Assessments \u2014 Regulation TT Source-Aware Triage", "description": "1. Restate the user question and identify the decision they want to make. 2. Name the jurisdiction, authority, source category, and local evidence currently available. 3.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fed-assessment-regulation-tt/workflows/source-aware-triage.md" }, { "type": "Template", - "title": "Supervision and Regulation Assessments — Regulation TT Source-Aware Brief", + "title": "Supervision and Regulation Assessments \u2014 Regulation TT Source-Aware Brief", "description": "State the specific decision, filing, notice, control, disclosure, reporting, or readiness question.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fed-assessment-regulation-tt/deliverables/source-aware-brief.md" }, { "type": "Quality rubric", - "title": "Supervision and Regulation Assessments — Regulation TT Source-Awareness Check", + "title": "Supervision and Regulation Assessments \u2014 Regulation TT Source-Awareness Check", "description": "Score responses on a 12-point rubric: - 0-3: identifies source category, authority, and inspection limits.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fed-assessment-regulation-tt/evaluations/source-awareness-check.md" } ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subchapter A / Part 246", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter A / Part 246", "url": "https://www.ecfr.gov/current/title-12/chapter-II/subchapter-A/part-246", - "used_for": "Legal, regulatory, standards, or agency reference for Supervision and Regulation Assessments — Regulation TT scope and source checks." + "used_for": "Legal, regulatory, standards, or agency reference for Supervision and Regulation Assessments \u2014 Regulation TT scope and source checks." } ] }, @@ -40781,7 +40781,7 @@ "summary": "Use this bundle to scope Federal Reserve Statistical and Money-Market Reports questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Federal Reserve Statistical and Money-Market Reports source-aware brief.", "meta_description": "Free Federal Reserve Statistical and Money-Market Reports Markdown bundle with workflows, source references, and federal Reserve Statistical and.", "social_summary": "Federal Reserve Statistical and Money-Market Reports: federal Reserve Statistical and Money-Market.", - "download_note": "10 Markdown files · 960 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 960 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Federal Reserve Statistical and Money-Market Reports", "Teams working in Banks, depository institutions, and bank holding companies" @@ -40794,7 +40794,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Federal Reserve Statistical and Money-Market Reports and draft Federal Reserve Statistical and Money-Market Reports source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with federalreserve.gov — Report / FR 2420, then confirm that the reference is current and applicable. Inspect Federal Reserve Statistical and Money-Market Reports Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Federal Reserve Statistical and Money-Market Reports and draft Federal Reserve Statistical and Money-Market Reports source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with federalreserve.gov \u2014 Report / FR 2420, then confirm that the reference is current and applicable. Inspect Federal Reserve Statistical and Money-Market Reports Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -40826,7 +40826,7 @@ ], "source_notes": [ { - "label": "federalreserve.gov — Report / FR 2420", + "label": "federalreserve.gov \u2014 Report / FR 2420", "url": "https://www.federalreserve.gov/apps/reportingforms/Report/Index/FR_2420", "used_for": "Legal, regulatory, standards, or agency reference for Federal Reserve Statistical and Money-Market Reports scope and source checks." } @@ -40991,7 +40991,7 @@ "summary": "Use this bundle to scope Federal Contractor Affirmative Action & OFCCP Compliance questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Federal Contractor Affirmative Action & OFCCP Compliance source-aware brief. Start source review with U.S.", "meta_description": "Free Federal Contractor Affirmative Action & OFCCP Compliance Markdown bundle with workflows, source references, and federal Contractor Affirmative Action.", "social_summary": "Federal Contractor Affirmative Action & OFCCP Compliance: federal Contractor Affirmative Action & OFCCP.", - "download_note": "10 Markdown files · 942 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 942 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Federal Contractor Affirmative Action & OFCCP Compliance", "Teams working in Employers (any industry)" @@ -41004,7 +41004,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Federal Contractor Affirmative Action & OFCCP Compliance and draft Federal Contractor Affirmative Action & OFCCP Compliance source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Labor — Agencies / Ofccp, then confirm that the reference is current and applicable. Inspect Federal Contractor Affirmative Action & OFCCP Compliance Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Federal Contractor Affirmative Action & OFCCP Compliance and draft Federal Contractor Affirmative Action & OFCCP Compliance source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Labor \u2014 Agencies / Ofccp, then confirm that the reference is current and applicable. Inspect Federal Contractor Affirmative Action & OFCCP Compliance Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -41036,7 +41036,7 @@ ], "source_notes": [ { - "label": "U.S. Department of Labor — Agencies / Ofccp", + "label": "U.S. Department of Labor \u2014 Agencies / Ofccp", "url": "https://www.dol.gov/agencies/ofccp", "used_for": "Legal, regulatory, standards, or agency reference for Federal Contractor Affirmative Action & OFCCP Compliance scope and source checks." } @@ -41199,10 +41199,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging Federal Reserve Bank Stock Subscription questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Federal Reserve Bank Stock Subscription questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Federal Reserve Bank Stock Subscription source-aware brief. Start source review with federalreserve.gov — Aboutthefed / Section5.", + "summary": "Use this bundle to scope Federal Reserve Bank Stock Subscription questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Federal Reserve Bank Stock Subscription source-aware brief. Start source review with federalreserve.gov \u2014 Aboutthefed / Section5.", "meta_description": "Free Federal Reserve Bank Stock Subscription Markdown bundle with workflows, source references, and federal Reserve Bank Stock Subscription source-aware.", "social_summary": "Federal Reserve Bank Stock Subscription: federal Reserve Bank Stock Subscription source-aware brief.", - "download_note": "10 Markdown files · 912 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 912 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Federal Reserve Bank Stock Subscription", "Teams working in Banks, depository institutions, and bank holding companies" @@ -41215,7 +41215,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Federal Reserve Bank Stock Subscription and draft Federal Reserve Bank Stock Subscription source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with federalreserve.gov — Aboutthefed / Section5, then confirm that the reference is current and applicable. Inspect Federal Reserve Bank Stock Subscription Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Federal Reserve Bank Stock Subscription and draft Federal Reserve Bank Stock Subscription source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with federalreserve.gov \u2014 Aboutthefed / Section5, then confirm that the reference is current and applicable. Inspect Federal Reserve Bank Stock Subscription Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -41247,7 +41247,7 @@ ], "source_notes": [ { - "label": "federalreserve.gov — Aboutthefed / Section5", + "label": "federalreserve.gov \u2014 Aboutthefed / Section5", "url": "https://www.federalreserve.gov/aboutthefed/section5.htm", "used_for": "Legal, regulatory, standards, or agency reference for Federal Reserve Bank Stock Subscription scope and source checks." } @@ -41420,7 +41420,7 @@ "summary": "Use this bundle to plan or review work in Figma before changing live data or configuration. The page previews a tool guide, a workflow, and a template; the intended output is Figma handoff readiness plan. Start source review with figma.com.", "meta_description": "Free Figma Markdown bundle with workflows, source references, and figma handoff readiness plan for use with AI assistants.", "social_summary": "Figma: figma handoff readiness plan, workflows, and review guidance", - "download_note": "19 Markdown files · 3,585 words · no signup · CC-BY-4.0", + "download_note": "19 Markdown files \u00b7 3,585 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Figma", "Teams working in software, digital-products, design" @@ -41477,22 +41477,22 @@ "used_for": "Product, platform, or operating reference for Figma scope and source checks." }, { - "label": "help.figma.com — Categories / 360002042553 Figma Design", + "label": "help.figma.com \u2014 Categories / 360002042553 Figma Design", "url": "https://help.figma.com/hc/en-us/categories/360002042553-Figma-Design", "used_for": "Product, platform, or operating reference for Figma scope and source checks." }, { - "label": "help.figma.com — Articles / 15023124644247 Guide To Dev Mode", + "label": "help.figma.com \u2014 Articles / 15023124644247 Guide To Dev Mode", "url": "https://help.figma.com/hc/en-us/articles/15023124644247-Guide-to-Dev-Mode", "used_for": "Product, platform, or operating reference for Figma scope and source checks." }, { - "label": "help.figma.com — Articles / 1500007609322 Guide To Sharing And Permissions", + "label": "help.figma.com \u2014 Articles / 1500007609322 Guide To Sharing And Permissions", "url": "https://help.figma.com/hc/en-us/articles/1500007609322-Guide-to-sharing-and-permissions", "used_for": "Product, platform, or operating reference for Figma scope and source checks." }, { - "label": "help.figma.com — Articles / 35361119554711 File And Project Permissions", + "label": "help.figma.com \u2014 Articles / 35361119554711 File And Project Permissions", "url": "https://help.figma.com/hc/en-us/articles/35361119554711-File-and-project-permissions", "used_for": "Product, platform, or operating reference for Figma scope and source checks." } @@ -41651,7 +41651,7 @@ "summary": "Use this bundle to apply Funnel Analysis to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide and a workflow; the intended output is funnel analysis brief.", "meta_description": "Free Funnel Analysis Markdown bundle with workflows, source references, and funnel analysis brief for use with AI assistants.", "social_summary": "Funnel Analysis: funnel analysis brief, workflows, and review guidance", - "download_note": "15 Markdown files · 2,321 words · no signup · CC-BY-4.0", + "download_note": "15 Markdown files \u00b7 2,321 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Funnel Analysis to structure analysis, decisions, facilitation, or review", "Teams working in ecommerce, b2b-saas, digital-products" @@ -41849,7 +41849,7 @@ "summary": "Use this bundle to draft or review GA4 Analysis Brief with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, a workflow, a quality rubric, and a source notes; the intended output is GA4 analysis brief.", "meta_description": "Free GA4 Analysis Brief Markdown bundle with workflows, source references, and gA4 analysis brief for use with AI assistants.", "social_summary": "GA4 Analysis Brief: gA4 analysis brief, workflows, and review guidance", - "download_note": "11 Markdown files · 1,437 words · no signup · CC-BY-4.0", + "download_note": "11 Markdown files \u00b7 1,437 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on GA4 Analysis Brief", "Teams working in ecommerce, b2b-saas, digital-products" @@ -41936,7 +41936,7 @@ "definition": "A free, open-source set of 45 Markdown files that gives an AI assistant practical guidance for the GA4 Analytics Specialist role.", "meta_description": "Free GA4 Analytics Specialist Markdown bundle with workflows, source references, and gA4 analysis brief and conversion drop diagnosis for use with AI.", "social_summary": "GA4 Analytics Specialist: gA4 analysis brief and conversion drop diagnosis, workflows, and review.", - "download_note": "45 Markdown files · 4,835 words · no signup · CC-BY-4.0", + "download_note": "45 Markdown files \u00b7 4,835 words \u00b7 no signup \u00b7 CC-BY-4.0", "featured_contents": [ { "type": "Role guide", @@ -42276,7 +42276,7 @@ "summary": "Use this bundle to scope GDPR (General Data Protection Regulation) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is source-aware GDPR compliance brief. Start source review with EUR-Lex Regulation (EU) 2016/679.", "meta_description": "Free GDPR Markdown bundle with workflows, source references, and source-aware GDPR compliance brief for use with AI assistants.", "social_summary": "GDPR: source-aware GDPR compliance brief, workflows, and review guidance", - "download_note": "15 Markdown files · 2,166 words · no signup · CC-BY-4.0", + "download_note": "15 Markdown files \u00b7 2,166 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing GDPR (General Data Protection Regulation)", "Teams working in cross-industry" @@ -42392,7 +42392,7 @@ "definition": "A free, open-source set of 18 Markdown files for planning, reviewing, and carrying out evidence-based work with Google BigQuery.", "meta_description": "Free Google BigQuery Markdown bundle with workflows, source references, and bigQuery query plan for use with AI assistants.", "social_summary": "Google BigQuery: bigQuery query plan, workflows, and review guidance", - "download_note": "18 Markdown files · 2,418 words · no signup · CC-BY-4.0", + "download_note": "18 Markdown files \u00b7 2,418 words \u00b7 no signup \u00b7 CC-BY-4.0", "featured_contents": [ { "type": "Tool guide", @@ -42691,10 +42691,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Healthcare / HIPAA BAA Attorney role.", - "summary": "Use this bundle to plan and review Healthcare / HIPAA BAA Attorney work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, a template, and a quality rubric; the intended output is BAA source-aware issue brief. Start source review with U.S. Department of Health and Human Services — Guidance / Business Associates.", + "summary": "Use this bundle to plan and review Healthcare / HIPAA BAA Attorney work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, a template, and a quality rubric; the intended output is BAA source-aware issue brief. Start source review with U.S. Department of Health and Human Services \u2014 Guidance / Business Associates.", "meta_description": "Free Healthcare / HIPAA BAA Attorney Markdown bundle with workflows, source references, and bAA source-aware issue brief for use with AI assistants.", "social_summary": "Healthcare / HIPAA BAA Attorney: bAA source-aware issue brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,265 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,265 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Healthcare / HIPAA BAA Attorney work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry" @@ -42707,7 +42707,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Healthcare / HIPAA BAA Attorney work by producing BAA source-aware issue brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with U.S. Department of Health and Human Services — Guidance / Business Associates, then confirm that the reference is current and applicable. Inspect Healthcare / HIPAA BAA Attorney Role before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Healthcare / HIPAA BAA Attorney work by producing BAA source-aware issue brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with U.S. Department of Health and Human Services \u2014 Guidance / Business Associates, then confirm that the reference is current and applicable. Inspect Healthcare / HIPAA BAA Attorney Role before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -42739,17 +42739,17 @@ ], "source_notes": [ { - "label": "U.S. Department of Health and Human Services — Guidance / Business Associates", + "label": "U.S. Department of Health and Human Services \u2014 Guidance / Business Associates", "url": "https://www.hhs.gov/hipaa/for-professionals/privacy/guidance/business-associates/index.html", "used_for": "Role or occupation reference for Healthcare / HIPAA BAA Attorney scope and source checks." }, { - "label": "U.S. Department of Health and Human Services — Covered Entities / Sample Business Associate Agreement Provisions", + "label": "U.S. Department of Health and Human Services \u2014 Covered Entities / Sample Business Associate Agreement Provisions", "url": "https://www.hhs.gov/hipaa/for-professionals/covered-entities/sample-business-associate-agreement-provisions/index.html", "used_for": "Role or occupation reference for Healthcare / HIPAA BAA Attorney scope and source checks." }, { - "label": "U.S. Department of Health and Human Services — Files / Model Business Associate Agreement", + "label": "U.S. Department of Health and Human Services \u2014 Files / Model Business Associate Agreement", "url": "https://www.hhs.gov/sites/default/files/model-business-associate-agreement.pdf", "used_for": "Role or occupation reference for Healthcare / HIPAA BAA Attorney scope and source checks." } @@ -42939,7 +42939,7 @@ "summary": "Use this bundle to scope HIPAA questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a requirements map, a workflow, and a template; the intended output is source-aware HIPAA compliance brief. Start source review with HHS OCR HIPAA for Professionals.", "meta_description": "Free HIPAA Markdown bundle with workflows, source references, and source-aware HIPAA compliance brief for use with AI assistants.", "social_summary": "HIPAA: source-aware HIPAA compliance brief, workflows, and review guidance", - "download_note": "17 Markdown files · 3,185 words · no signup · CC-BY-4.0", + "download_note": "17 Markdown files \u00b7 3,185 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing HIPAA", "Teams working in healthcare, health-insurance, health-technology" @@ -43011,7 +43011,7 @@ "used_for": "Legal, regulatory, standards, or agency reference for HIPAA scope and source checks." }, { - "label": "Electronic Code of Federal Regulations — Subtitle A / Subchapter C", + "label": "Electronic Code of Federal Regulations \u2014 Subtitle A / Subchapter C", "url": "https://www.ecfr.gov/current/title-45/subtitle-A/subchapter-C", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA scope and source checks." } @@ -43160,10 +43160,10 @@ }, "landing_page": { "definition": "A free, open-source set of 12 Markdown files for triaging HIPAA Breach Notification Rule questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope HIPAA Breach Notification Rule questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a requirements map, a workflow, and a template; the intended output is breach-notification readiness brief. Start source review with U.S. Department of Health and Human Services — For Professionals / Breach Notification.", + "summary": "Use this bundle to scope HIPAA Breach Notification Rule questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a requirements map, a workflow, and a template; the intended output is breach-notification readiness brief. Start source review with U.S. Department of Health and Human Services \u2014 For Professionals / Breach Notification.", "meta_description": "Free HIPAA Breach Notification Rule Markdown bundle with workflows, source references, and breach-notification readiness brief for use with AI assistants.", "social_summary": "HIPAA Breach Notification Rule: breach-notification readiness brief, workflows, and review guidance", - "download_note": "12 Markdown files · 1,680 words · no signup · CC-BY-4.0", + "download_note": "12 Markdown files \u00b7 1,680 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing HIPAA Breach Notification Rule", "Teams working in healthcare, health-insurance, health-technology" @@ -43176,7 +43176,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess HIPAA Breach Notification Rule and draft breach-notification readiness brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Health and Human Services — For Professionals / Breach Notification, then confirm that the reference is current and applicable. Inspect HIPAA Breach Notification Rule Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess HIPAA Breach Notification Rule and draft breach-notification readiness brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Health and Human Services \u2014 For Professionals / Breach Notification, then confirm that the reference is current and applicable. Inspect HIPAA Breach Notification Rule Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -43208,17 +43208,17 @@ ], "source_notes": [ { - "label": "U.S. Department of Health and Human Services — For Professionals / Breach Notification", + "label": "U.S. Department of Health and Human Services \u2014 For Professionals / Breach Notification", "url": "https://www.hhs.gov/hipaa/for-professionals/breach-notification/index.html", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA Breach Notification Rule scope and source checks." }, { - "label": "U.S. Department of Health and Human Services — Breach Notification / Breach Reporting", + "label": "U.S. Department of Health and Human Services \u2014 Breach Notification / Breach Reporting", "url": "https://www.hhs.gov/hipaa/for-professionals/breach-notification/breach-reporting/index.html", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA Breach Notification Rule scope and source checks." }, { - "label": "Electronic Code of Federal Regulations — Part 164 / Subpart D", + "label": "Electronic Code of Federal Regulations \u2014 Part 164 / Subpart D", "url": "https://www.ecfr.gov/current/title-45/subtitle-A/subchapter-C/part-164/subpart-D", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA Breach Notification Rule scope and source checks." } @@ -43382,7 +43382,7 @@ "summary": "Use this bundle to scope HIPAA Claims Attachments Standards questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a requirements map, a workflow, and a template; the intended output is claims attachment standards readiness brief.", "meta_description": "Free HIPAA Claims Attachments Standards Markdown bundle with workflows, source references, and claims attachment standards readiness brief for use with AI.", "social_summary": "HIPAA Claims Attachments Standards: claims attachment standards readiness brief, workflows, and review.", - "download_note": "12 Markdown files · 1,685 words · no signup · CC-BY-4.0", + "download_note": "12 Markdown files \u00b7 1,685 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing HIPAA Claims Attachments Standards", "Teams working in healthcare, health-insurance, health-technology" @@ -43395,7 +43395,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess HIPAA Claims Attachments Standards and draft claims attachment standards readiness brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cms.gov — Fact Sheets / Administrative Simplification Adoption Standards Health Care Claims Attachments Transactions, then confirm that the reference is current and applicable. Inspect HIPAA Claims Attachments Standards Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess HIPAA Claims Attachments Standards and draft claims attachment standards readiness brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cms.gov \u2014 Fact Sheets / Administrative Simplification Adoption Standards Health Care Claims Attachments Transactions, then confirm that the reference is current and applicable. Inspect HIPAA Claims Attachments Standards Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -43427,17 +43427,17 @@ ], "source_notes": [ { - "label": "cms.gov — Fact Sheets / Administrative Simplification Adoption Standards Health Care Claims Attachments Transactions", + "label": "cms.gov \u2014 Fact Sheets / Administrative Simplification Adoption Standards Health Care Claims Attachments Transactions", "url": "https://www.cms.gov/newsroom/fact-sheets/administrative-simplification-adoption-standards-health-care-claims-attachments-transactions", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA Claims Attachments Standards scope and source checks." }, { - "label": "public-inspection.federalregister.gov — 2026 05676", + "label": "public-inspection.federalregister.gov \u2014 2026 05676", "url": "https://public-inspection.federalregister.gov/2026-05676.pdf", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA Claims Attachments Standards scope and source checks." }, { - "label": "Electronic Code of Federal Regulations — Subchapter C / Part 162", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter C / Part 162", "url": "https://www.ecfr.gov/current/title-45/subtitle-A/subchapter-C/part-162", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA Claims Attachments Standards scope and source checks." } @@ -43597,10 +43597,10 @@ }, "landing_page": { "definition": "A free, open-source set of 12 Markdown files for triaging HIPAA EFT and ERA Operating Rules questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope HIPAA EFT and ERA Operating Rules questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a requirements map, a workflow, and a template; the intended output is EFT/ERA operating-rule readiness brief. Start source review with cms.gov — Operating Rules / Eft Remittance Advice.", + "summary": "Use this bundle to scope HIPAA EFT and ERA Operating Rules questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a requirements map, a workflow, and a template; the intended output is EFT/ERA operating-rule readiness brief. Start source review with cms.gov \u2014 Operating Rules / Eft Remittance Advice.", "meta_description": "Free HIPAA EFT and ERA Operating Rules Markdown bundle with workflows, source references, and eFT/ERA operating-rule readiness brief for use with AI.", "social_summary": "HIPAA EFT and ERA Operating Rules: eFT/ERA operating-rule readiness brief, workflows, and review.", - "download_note": "12 Markdown files · 1,711 words · no signup · CC-BY-4.0", + "download_note": "12 Markdown files \u00b7 1,711 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing HIPAA EFT and ERA Operating Rules", "Teams working in healthcare, health-insurance, health-technology" @@ -43613,7 +43613,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess HIPAA EFT and ERA Operating Rules and draft EFT/ERA operating-rule readiness brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cms.gov — Operating Rules / Eft Remittance Advice, then confirm that the reference is current and applicable. Inspect HIPAA EFT and ERA Operating Rules Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess HIPAA EFT and ERA Operating Rules and draft EFT/ERA operating-rule readiness brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cms.gov \u2014 Operating Rules / Eft Remittance Advice, then confirm that the reference is current and applicable. Inspect HIPAA EFT and ERA Operating Rules Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -43645,17 +43645,17 @@ ], "source_notes": [ { - "label": "cms.gov — Operating Rules / Eft Remittance Advice", + "label": "cms.gov \u2014 Operating Rules / Eft Remittance Advice", "url": "https://www.cms.gov/priorities/key-initiatives/burden-reduction/administrative-simplification/operating-rules/eft-remittance-advice", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA EFT and ERA Operating Rules scope and source checks." }, { - "label": "dataspring.com — Core / Operating Rules", + "label": "dataspring.com \u2014 Core / Operating Rules", "url": "https://www.dataspring.com/core/operating-rules", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA EFT and ERA Operating Rules scope and source checks." }, { - "label": "Electronic Code of Federal Regulations — Subchapter C / Part 162", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter C / Part 162", "url": "https://www.ecfr.gov/current/title-45/subtitle-A/subchapter-C/part-162", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA EFT and ERA Operating Rules scope and source checks." } @@ -43815,10 +43815,10 @@ }, "landing_page": { "definition": "A free, open-source set of 12 Markdown files for triaging HIPAA Eligibility and Claim Status Operating Rules questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope HIPAA Eligibility and Claim Status Operating Rules questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a requirements map, a workflow, and a template; the intended output is eligibility and claim-status operating-rule brief. Start source review with cms.gov — Operating Rules / Faqs.", + "summary": "Use this bundle to scope HIPAA Eligibility and Claim Status Operating Rules questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a requirements map, a workflow, and a template; the intended output is eligibility and claim-status operating-rule brief. Start source review with cms.gov \u2014 Operating Rules / Faqs.", "meta_description": "Free HIPAA Eligibility and Claim Status Operating Rules Markdown bundle with workflows, source references, and eligibility and claim-status operating-rule.", "social_summary": "HIPAA Eligibility and Claim Status Operating Rules: eligibility and claim-status operating-rule brief.", - "download_note": "12 Markdown files · 1,728 words · no signup · CC-BY-4.0", + "download_note": "12 Markdown files \u00b7 1,728 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing HIPAA Eligibility and Claim Status Operating Rules", "Teams working in healthcare, health-insurance, health-technology" @@ -43831,7 +43831,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess HIPAA Eligibility and Claim Status Operating Rules and draft eligibility and claim-status operating-rule brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cms.gov — Operating Rules / Faqs, then confirm that the reference is current and applicable. Inspect HIPAA Eligibility and Claim Status Operating Rules Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess HIPAA Eligibility and Claim Status Operating Rules and draft eligibility and claim-status operating-rule brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cms.gov \u2014 Operating Rules / Faqs, then confirm that the reference is current and applicable. Inspect HIPAA Eligibility and Claim Status Operating Rules Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -43863,17 +43863,17 @@ ], "source_notes": [ { - "label": "cms.gov — Operating Rules / Faqs", + "label": "cms.gov \u2014 Operating Rules / Faqs", "url": "https://www.cms.gov/priorities/key-initiatives/burden-reduction/administrative-simplification/operating-rules/faqs", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA Eligibility and Claim Status Operating Rules scope and source checks." }, { - "label": "dataspring.com — Core / Operating Rules", + "label": "dataspring.com \u2014 Core / Operating Rules", "url": "https://www.dataspring.com/core/operating-rules", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA Eligibility and Claim Status Operating Rules scope and source checks." }, { - "label": "Electronic Code of Federal Regulations — Subchapter C / Part 162", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter C / Part 162", "url": "https://www.ecfr.gov/current/title-45/subtitle-A/subchapter-C/part-162", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA Eligibility and Claim Status Operating Rules scope and source checks." } @@ -44033,10 +44033,10 @@ }, "landing_page": { "definition": "A free, open-source set of 12 Markdown files for triaging HIPAA Employer Identifier Standard questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope HIPAA Employer Identifier Standard questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a requirements map, a workflow, and a template; the intended output is employer identifier transaction brief. Start source review with Electronic Code of Federal Regulations — Part 162 / Subpart F.", + "summary": "Use this bundle to scope HIPAA Employer Identifier Standard questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a requirements map, a workflow, and a template; the intended output is employer identifier transaction brief. Start source review with Electronic Code of Federal Regulations \u2014 Part 162 / Subpart F.", "meta_description": "Free HIPAA Employer Identifier Standard Markdown bundle with workflows, source references, and employer identifier transaction brief for use with AI.", "social_summary": "HIPAA Employer Identifier Standard: employer identifier transaction brief, workflows, and review.", - "download_note": "12 Markdown files · 1,718 words · no signup · CC-BY-4.0", + "download_note": "12 Markdown files \u00b7 1,718 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing HIPAA Employer Identifier Standard", "Teams working in healthcare, health-insurance, health-technology" @@ -44049,7 +44049,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess HIPAA Employer Identifier Standard and draft employer identifier transaction brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Part 162 / Subpart F, then confirm that the reference is current and applicable. Inspect HIPAA Employer Identifier Standard Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess HIPAA Employer Identifier Standard and draft employer identifier transaction brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Part 162 / Subpart F, then confirm that the reference is current and applicable. Inspect HIPAA Employer Identifier Standard Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -44081,17 +44081,17 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Part 162 / Subpart F", + "label": "Electronic Code of Federal Regulations \u2014 Part 162 / Subpart F", "url": "https://www.ecfr.gov/current/title-45/subtitle-A/subchapter-C/part-162/subpart-F", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA Employer Identifier Standard scope and source checks." }, { - "label": "federalregister.gov — 02 13616 / Health Insurance Reform Standard Unique Employer Identifier", + "label": "federalregister.gov \u2014 02 13616 / Health Insurance Reform Standard Unique Employer Identifier", "url": "https://www.federalregister.gov/documents/2002/05/31/02-13616/health-insurance-reform-standard-unique-employer-identifier", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA Employer Identifier Standard scope and source checks." }, { - "label": "cms.gov — Administrative Simplification / HIPAA", + "label": "cms.gov \u2014 Administrative Simplification / HIPAA", "url": "https://www.cms.gov/priorities/key-initiatives/burden-reduction/administrative-simplification/hipaa", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA Employer Identifier Standard scope and source checks." } @@ -44251,10 +44251,10 @@ }, "landing_page": { "definition": "A free, open-source set of 12 Markdown files for triaging HIPAA Enforcement Cooperation questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope HIPAA Enforcement Cooperation questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a requirements map, a workflow, and a template; the intended output is OCR enforcement-response brief. Start source review with U.S. Department of Health and Human Services — Data / Enforcement Highlights.", + "summary": "Use this bundle to scope HIPAA Enforcement Cooperation questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a requirements map, a workflow, and a template; the intended output is OCR enforcement-response brief. Start source review with U.S. Department of Health and Human Services \u2014 Data / Enforcement Highlights.", "meta_description": "Free HIPAA Enforcement Cooperation Markdown bundle with workflows, source references, and oCR enforcement-response brief for use with AI assistants.", "social_summary": "HIPAA Enforcement Cooperation: oCR enforcement-response brief, workflows, and review guidance", - "download_note": "12 Markdown files · 1,698 words · no signup · CC-BY-4.0", + "download_note": "12 Markdown files \u00b7 1,698 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing HIPAA Enforcement Cooperation", "Teams working in healthcare, health-insurance, health-technology" @@ -44267,7 +44267,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess HIPAA Enforcement Cooperation and draft OCR enforcement-response brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Health and Human Services — Data / Enforcement Highlights, then confirm that the reference is current and applicable. Inspect HIPAA Enforcement Cooperation Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess HIPAA Enforcement Cooperation and draft OCR enforcement-response brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Health and Human Services \u2014 Data / Enforcement Highlights, then confirm that the reference is current and applicable. Inspect HIPAA Enforcement Cooperation Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -44299,17 +44299,17 @@ ], "source_notes": [ { - "label": "U.S. Department of Health and Human Services — Data / Enforcement Highlights", + "label": "U.S. Department of Health and Human Services \u2014 Data / Enforcement Highlights", "url": "https://www.hhs.gov/hipaa/for-professionals/compliance-enforcement/data/enforcement-highlights/index.html", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA Enforcement Cooperation scope and source checks." }, { - "label": "U.S. Department of Health and Human Services — Compliance Enforcement / Audit", + "label": "U.S. Department of Health and Human Services \u2014 Compliance Enforcement / Audit", "url": "https://www.hhs.gov/hipaa/for-professionals/compliance-enforcement/audit/index.html", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA Enforcement Cooperation scope and source checks." }, { - "label": "Electronic Code of Federal Regulations — Subchapter C / Part 160", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter C / Part 160", "url": "https://www.ecfr.gov/current/title-45/subtitle-A/subchapter-C/part-160", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA Enforcement Cooperation scope and source checks." } @@ -44470,10 +44470,10 @@ }, "landing_page": { "definition": "A free, open-source set of 12 Markdown files for triaging HIPAA Medical Code Sets questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope HIPAA Medical Code Sets questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a requirements map, a workflow, and a template; the intended output is medical code-set validation brief. Start source review with cms.gov — Administrative Simplification / Code Sets.", + "summary": "Use this bundle to scope HIPAA Medical Code Sets questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a requirements map, a workflow, and a template; the intended output is medical code-set validation brief. Start source review with cms.gov \u2014 Administrative Simplification / Code Sets.", "meta_description": "Free HIPAA Medical Code Sets Markdown bundle with workflows, source references, and medical code-set validation brief for use with AI assistants.", "social_summary": "HIPAA Medical Code Sets: medical code-set validation brief, workflows, and review guidance", - "download_note": "12 Markdown files · 1,691 words · no signup · CC-BY-4.0", + "download_note": "12 Markdown files \u00b7 1,691 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing HIPAA Medical Code Sets", "Teams working in healthcare, health-insurance, health-technology" @@ -44486,7 +44486,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess HIPAA Medical Code Sets and draft medical code-set validation brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cms.gov — Administrative Simplification / Code Sets, then confirm that the reference is current and applicable. Inspect HIPAA Medical Code Sets Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess HIPAA Medical Code Sets and draft medical code-set validation brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cms.gov \u2014 Administrative Simplification / Code Sets, then confirm that the reference is current and applicable. Inspect HIPAA Medical Code Sets Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -44518,17 +44518,17 @@ ], "source_notes": [ { - "label": "cms.gov — Administrative Simplification / Code Sets", + "label": "cms.gov \u2014 Administrative Simplification / Code Sets", "url": "https://www.cms.gov/priorities/key-initiatives/burden-reduction/administrative-simplification/code-sets", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA Medical Code Sets scope and source checks." }, { - "label": "Electronic Code of Federal Regulations — Subchapter C / Part 162", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter C / Part 162", "url": "https://www.ecfr.gov/current/title-45/subtitle-A/subchapter-C/part-162", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA Medical Code Sets scope and source checks." }, { - "label": "cms.gov — HIPAA / Adopted Standards Operating Rules", + "label": "cms.gov \u2014 HIPAA / Adopted Standards Operating Rules", "url": "https://www.cms.gov/priorities/key-initiatives/burden-reduction/administrative-simplification/hipaa/adopted-standards-operating-rules", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA Medical Code Sets scope and source checks." } @@ -44688,10 +44688,10 @@ }, "landing_page": { "definition": "A free, open-source set of 12 Markdown files for triaging HIPAA National Provider Identifier questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope HIPAA National Provider Identifier questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a requirements map, a workflow, and a template; the intended output is NPI evidence and transaction-use brief. Start source review with cms.gov — Administrative Simplification / Nationalprovidentstand.", + "summary": "Use this bundle to scope HIPAA National Provider Identifier questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a requirements map, a workflow, and a template; the intended output is NPI evidence and transaction-use brief. Start source review with cms.gov \u2014 Administrative Simplification / Nationalprovidentstand.", "meta_description": "Free HIPAA National Provider Identifier Markdown bundle with workflows, source references, and nPI evidence and transaction-use brief for use with AI.", "social_summary": "HIPAA National Provider Identifier: nPI evidence and transaction-use brief, workflows, and review.", - "download_note": "12 Markdown files · 1,645 words · no signup · CC-BY-4.0", + "download_note": "12 Markdown files \u00b7 1,645 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing HIPAA National Provider Identifier", "Teams working in healthcare, health-insurance, health-technology" @@ -44704,7 +44704,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess HIPAA National Provider Identifier and draft NPI evidence and transaction-use brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cms.gov — Administrative Simplification / Nationalprovidentstand, then confirm that the reference is current and applicable. Inspect HIPAA National Provider Identifier Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess HIPAA National Provider Identifier and draft NPI evidence and transaction-use brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cms.gov \u2014 Administrative Simplification / Nationalprovidentstand, then confirm that the reference is current and applicable. Inspect HIPAA National Provider Identifier Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -44736,7 +44736,7 @@ ], "source_notes": [ { - "label": "cms.gov — Administrative Simplification / Nationalprovidentstand", + "label": "cms.gov \u2014 Administrative Simplification / Nationalprovidentstand", "url": "https://www.cms.gov/regulations-and-guidance/administrative-simplification/nationalprovidentstand", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA National Provider Identifier scope and source checks." }, @@ -44746,7 +44746,7 @@ "used_for": "Legal, regulatory, standards, or agency reference for HIPAA National Provider Identifier scope and source checks." }, { - "label": "Electronic Code of Federal Regulations — Subchapter C / Part 162", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter C / Part 162", "url": "https://www.ecfr.gov/current/title-45/subtitle-A/subchapter-C/part-162", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA National Provider Identifier scope and source checks." } @@ -44906,10 +44906,10 @@ }, "landing_page": { "definition": "A free, open-source set of 12 Markdown files for triaging HIPAA Privacy Rule questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope HIPAA Privacy Rule questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a requirements map, a workflow, and a template; the intended output is privacy-rule source-aware brief. Start source review with U.S. Department of Health and Human Services — For Professionals / Privacy.", + "summary": "Use this bundle to scope HIPAA Privacy Rule questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a requirements map, a workflow, and a template; the intended output is privacy-rule source-aware brief. Start source review with U.S. Department of Health and Human Services \u2014 For Professionals / Privacy.", "meta_description": "Free HIPAA Privacy Rule Markdown bundle with workflows, source references, and privacy-rule source-aware brief for use with AI assistants.", "social_summary": "HIPAA Privacy Rule: privacy-rule source-aware brief, workflows, and review guidance", - "download_note": "12 Markdown files · 1,658 words · no signup · CC-BY-4.0", + "download_note": "12 Markdown files \u00b7 1,658 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing HIPAA Privacy Rule", "Teams working in healthcare, health-insurance, health-technology" @@ -44922,7 +44922,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess HIPAA Privacy Rule and draft privacy-rule source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Health and Human Services — For Professionals / Privacy, then confirm that the reference is current and applicable. Inspect HIPAA Privacy Rule Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess HIPAA Privacy Rule and draft privacy-rule source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Health and Human Services \u2014 For Professionals / Privacy, then confirm that the reference is current and applicable. Inspect HIPAA Privacy Rule Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -44954,17 +44954,17 @@ ], "source_notes": [ { - "label": "U.S. Department of Health and Human Services — For Professionals / Privacy", + "label": "U.S. Department of Health and Human Services \u2014 For Professionals / Privacy", "url": "https://www.hhs.gov/hipaa/for-professionals/privacy/index.html", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA Privacy Rule scope and source checks." }, { - "label": "U.S. Department of Health and Human Services — Privacy / Laws Regulations", + "label": "U.S. Department of Health and Human Services \u2014 Privacy / Laws Regulations", "url": "https://www.hhs.gov/hipaa/for-professionals/privacy/laws-regulations/index.html", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA Privacy Rule scope and source checks." }, { - "label": "Electronic Code of Federal Regulations — Part 164 / Subpart E", + "label": "Electronic Code of Federal Regulations \u2014 Part 164 / Subpart E", "url": "https://www.ecfr.gov/current/title-45/subtitle-A/subchapter-C/part-164/subpart-E", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA Privacy Rule scope and source checks." } @@ -45125,10 +45125,10 @@ }, "landing_page": { "definition": "A free, open-source set of 12 Markdown files for triaging HIPAA Security Rule questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope HIPAA Security Rule questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a requirements map, a workflow, and a template; the intended output is security-rule source-aware brief. Start source review with U.S. Department of Health and Human Services — Security / Laws Regulations.", + "summary": "Use this bundle to scope HIPAA Security Rule questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a requirements map, a workflow, and a template; the intended output is security-rule source-aware brief. Start source review with U.S. Department of Health and Human Services \u2014 Security / Laws Regulations.", "meta_description": "Free HIPAA Security Rule Markdown bundle with workflows, source references, and security-rule source-aware brief for use with AI assistants.", "social_summary": "HIPAA Security Rule: security-rule source-aware brief, workflows, and review guidance", - "download_note": "12 Markdown files · 1,654 words · no signup · CC-BY-4.0", + "download_note": "12 Markdown files \u00b7 1,654 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing HIPAA Security Rule", "Teams working in healthcare, health-insurance, health-technology" @@ -45141,7 +45141,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess HIPAA Security Rule and draft security-rule source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Health and Human Services — Security / Laws Regulations, then confirm that the reference is current and applicable. Inspect HIPAA Security Rule Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess HIPAA Security Rule and draft security-rule source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Health and Human Services \u2014 Security / Laws Regulations, then confirm that the reference is current and applicable. Inspect HIPAA Security Rule Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -45173,17 +45173,17 @@ ], "source_notes": [ { - "label": "U.S. Department of Health and Human Services — Security / Laws Regulations", + "label": "U.S. Department of Health and Human Services \u2014 Security / Laws Regulations", "url": "https://www.hhs.gov/hipaa/for-professionals/security/laws-regulations/index.html", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA Security Rule scope and source checks." }, { - "label": "Electronic Code of Federal Regulations — Part 164 / Subpart C", + "label": "Electronic Code of Federal Regulations \u2014 Part 164 / Subpart C", "url": "https://www.ecfr.gov/current/title-45/subtitle-A/subchapter-C/part-164/subpart-C", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA Security Rule scope and source checks." }, { - "label": "U.S. Department of Health and Human Services — For Professionals / Security", + "label": "U.S. Department of Health and Human Services \u2014 For Professionals / Security", "url": "https://www.hhs.gov/hipaa/for-professionals/security/index.html", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA Security Rule scope and source checks." } @@ -45343,10 +45343,10 @@ }, "landing_page": { "definition": "A free, open-source set of 12 Markdown files for triaging HIPAA Security Rule Cybersecurity NPRM questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope HIPAA Security Rule Cybersecurity NPRM questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a requirements map, a workflow, and a template; the intended output is NPRM status and impact brief. Start source review with U.S. Department of Health and Human Services — Security / HIPAA Security Rule Nprm.", + "summary": "Use this bundle to scope HIPAA Security Rule Cybersecurity NPRM questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a requirements map, a workflow, and a template; the intended output is NPRM status and impact brief. Start source review with U.S. Department of Health and Human Services \u2014 Security / HIPAA Security Rule Nprm.", "meta_description": "Free HIPAA Security Rule Cybersecurity NPRM Markdown bundle with workflows, source references, and nPRM status and impact brief for use with AI assistants.", "social_summary": "HIPAA Security Rule Cybersecurity NPRM: nPRM status and impact brief, workflows, and review guidance", - "download_note": "12 Markdown files · 1,718 words · no signup · CC-BY-4.0", + "download_note": "12 Markdown files \u00b7 1,718 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing HIPAA Security Rule Cybersecurity NPRM", "Teams working in healthcare, health-insurance, health-technology" @@ -45359,7 +45359,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess HIPAA Security Rule Cybersecurity NPRM and draft NPRM status and impact brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Health and Human Services — Security / HIPAA Security Rule Nprm, then confirm that the reference is current and applicable. Inspect HIPAA Security Rule Cybersecurity NPRM Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess HIPAA Security Rule Cybersecurity NPRM and draft NPRM status and impact brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Health and Human Services \u2014 Security / HIPAA Security Rule Nprm, then confirm that the reference is current and applicable. Inspect HIPAA Security Rule Cybersecurity NPRM Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -45391,17 +45391,17 @@ ], "source_notes": [ { - "label": "U.S. Department of Health and Human Services — Security / HIPAA Security Rule Nprm", + "label": "U.S. Department of Health and Human Services \u2014 Security / HIPAA Security Rule Nprm", "url": "https://www.hhs.gov/hipaa/for-professionals/security/hipaa-security-rule-nprm/index.html", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA Security Rule Cybersecurity NPRM scope and source checks." }, { - "label": "U.S. Department of Health and Human Services — HIPAA Security Rule Nprm / Factsheet", + "label": "U.S. Department of Health and Human Services \u2014 HIPAA Security Rule Nprm / Factsheet", "url": "https://www.hhs.gov/hipaa/for-professionals/security/hipaa-security-rule-nprm/factsheet/index.html", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA Security Rule Cybersecurity NPRM scope and source checks." }, { - "label": "federalregister.gov — 2024 30983 / HIPAA Security Rule To Strengthen The Cybersecurity Of Electronic Protected Health Information", + "label": "federalregister.gov \u2014 2024 30983 / HIPAA Security Rule To Strengthen The Cybersecurity Of Electronic Protected Health Information", "url": "https://www.federalregister.gov/documents/2025/01/06/2024-30983/hipaa-security-rule-to-strengthen-the-cybersecurity-of-electronic-protected-health-information", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA Security Rule Cybersecurity NPRM scope and source checks." } @@ -45562,10 +45562,10 @@ }, "landing_page": { "definition": "A free, open-source set of 12 Markdown files for triaging HIPAA Transactions Standards questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope HIPAA Transactions Standards questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a requirements map, a workflow, and a template; the intended output is transaction standards readiness brief. Start source review with cms.gov — Administrative Simplification / Transactions.", + "summary": "Use this bundle to scope HIPAA Transactions Standards questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a requirements map, a workflow, and a template; the intended output is transaction standards readiness brief. Start source review with cms.gov \u2014 Administrative Simplification / Transactions.", "meta_description": "Free HIPAA Transactions Standards Markdown bundle with workflows, source references, and transaction standards readiness brief for use with AI assistants.", "social_summary": "HIPAA Transactions Standards: transaction standards readiness brief, workflows, and review guidance", - "download_note": "12 Markdown files · 1,672 words · no signup · CC-BY-4.0", + "download_note": "12 Markdown files \u00b7 1,672 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing HIPAA Transactions Standards", "Teams working in healthcare, health-insurance, health-technology" @@ -45578,7 +45578,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess HIPAA Transactions Standards and draft transaction standards readiness brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cms.gov — Administrative Simplification / Transactions, then confirm that the reference is current and applicable. Inspect HIPAA Transactions Standards Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess HIPAA Transactions Standards and draft transaction standards readiness brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cms.gov \u2014 Administrative Simplification / Transactions, then confirm that the reference is current and applicable. Inspect HIPAA Transactions Standards Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -45610,17 +45610,17 @@ ], "source_notes": [ { - "label": "cms.gov — Administrative Simplification / Transactions", + "label": "cms.gov \u2014 Administrative Simplification / Transactions", "url": "https://www.cms.gov/priorities/key-initiatives/burden-reduction/administrative-simplification/transactions", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA Transactions Standards scope and source checks." }, { - "label": "cms.gov — HIPAA / Adopted Standards Operating Rules", + "label": "cms.gov \u2014 HIPAA / Adopted Standards Operating Rules", "url": "https://www.cms.gov/priorities/key-initiatives/burden-reduction/administrative-simplification/hipaa/adopted-standards-operating-rules", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA Transactions Standards scope and source checks." }, { - "label": "Electronic Code of Federal Regulations — Subchapter C / Part 162", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter C / Part 162", "url": "https://www.ecfr.gov/current/title-45/subtitle-A/subchapter-C/part-162", "used_for": "Legal, regulatory, standards, or agency reference for HIPAA Transactions Standards scope and source checks." } @@ -45786,10 +45786,10 @@ ], "landing_page": { "definition": "A free, open-source set of 19 Markdown files for planning, reviewing, and carrying out evidence-based work with HubSpot Sales Hub.", - "summary": "Use this bundle to plan or review work in HubSpot Sales Hub before changing live data or configuration. The page previews a tool guide, a workflow, and a template; the intended output is HubSpot Sales Hub change plan. Start source review with hubspot.com — Products / Sales.", + "summary": "Use this bundle to plan or review work in HubSpot Sales Hub before changing live data or configuration. The page previews a tool guide, a workflow, and a template; the intended output is HubSpot Sales Hub change plan. Start source review with hubspot.com \u2014 Products / Sales.", "meta_description": "Free HubSpot Sales Hub Markdown bundle with workflows, source references, and hubSpot Sales Hub change plan for use with AI assistants.", "social_summary": "HubSpot Sales Hub: hubSpot Sales Hub change plan, workflows, and review guidance", - "download_note": "19 Markdown files · 3,523 words · no signup · CC-BY-4.0", + "download_note": "19 Markdown files \u00b7 3,523 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in HubSpot Sales Hub", "Teams working in sales, revenue-operations, b2b-saas" @@ -45802,7 +45802,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review HubSpot Sales Hub and produce HubSpot Sales Hub change plan that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with hubspot.com — Products / Sales, then confirm that the reference is current and applicable. Inspect HubSpot Sales Hub before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review HubSpot Sales Hub and produce HubSpot Sales Hub change plan that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with hubspot.com \u2014 Products / Sales, then confirm that the reference is current and applicable. Inspect HubSpot Sales Hub before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -45841,27 +45841,27 @@ }, "source_notes": [ { - "label": "hubspot.com — Products / Sales", + "label": "hubspot.com \u2014 Products / Sales", "url": "https://www.hubspot.com/products/sales", "used_for": "Product, platform, or operating reference for HubSpot Sales Hub scope and source checks." }, { - "label": "knowledge.hubspot.com — Sales Tools", + "label": "knowledge.hubspot.com \u2014 Sales Tools", "url": "https://knowledge.hubspot.com/sales-tools", "used_for": "Product, platform, or operating reference for HubSpot Sales Hub scope and source checks." }, { - "label": "knowledge.hubspot.com — Sales Tools / Topics", + "label": "knowledge.hubspot.com \u2014 Sales Tools / Topics", "url": "https://knowledge.hubspot.com/sales-tools/topics", "used_for": "Product, platform, or operating reference for HubSpot Sales Hub scope and source checks." }, { - "label": "knowledge.hubspot.com — Prospecting / Review Sales Activity In The Sales Workspace", + "label": "knowledge.hubspot.com \u2014 Prospecting / Review Sales Activity In The Sales Workspace", "url": "https://knowledge.hubspot.com/prospecting/review-sales-activity-in-the-sales-workspace", "used_for": "Product, platform, or operating reference for HubSpot Sales Hub scope and source checks." }, { - "label": "knowledge.hubspot.com — User Management / Hubspot User Permissions Guide", + "label": "knowledge.hubspot.com \u2014 User Management / Hubspot User Permissions Guide", "url": "https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide", "used_for": "Product, platform, or operating reference for HubSpot Sales Hub scope and source checks." } @@ -46008,10 +46008,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Human Resources Manager role.", - "summary": "Use this bundle to plan and review Human Resources Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, a template, and a quality rubric; the intended output is HR decision and policy brief. Start source review with O*NET OnLine — Summary / 11 3121.00.", + "summary": "Use this bundle to plan and review Human Resources Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, a template, and a quality rubric; the intended output is HR decision and policy brief. Start source review with O*NET OnLine \u2014 Summary / 11 3121.00.", "meta_description": "Free Human Resources Manager Markdown bundle with workflows, source references, and hR decision and policy brief for use with AI assistants.", "social_summary": "Human Resources Manager: hR decision and policy brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,218 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,218 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Human Resources Manager work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry" @@ -46024,7 +46024,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Human Resources Manager work by producing HR decision and policy brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 11 3121.00, then confirm that the reference is current and applicable. Inspect Human Resources Manager Role before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Human Resources Manager work by producing HR decision and policy brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 11 3121.00, then confirm that the reference is current and applicable. Inspect Human Resources Manager Role before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -46056,17 +46056,17 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 11 3121.00", + "label": "O*NET OnLine \u2014 Summary / 11 3121.00", "url": "https://www.onetonline.org/link/summary/11-3121.00", "used_for": "Role or occupation reference for Human Resources Manager scope and source checks." }, { - "label": "bls.gov — Management / Human Resources Managers", + "label": "bls.gov \u2014 Management / Human Resources Managers", "url": "https://www.bls.gov/ooh/management/human-resources-managers.htm", "used_for": "Role or occupation reference for Human Resources Manager scope and source checks." }, { - "label": "O*NET OnLine — Summary / 13 1071.00", + "label": "O*NET OnLine \u2014 Summary / 13 1071.00", "url": "https://www.onetonline.org/link/summary/13-1071.00", "used_for": "Role or occupation reference for Human Resources Manager scope and source checks." } @@ -46224,10 +46224,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the HVAC/R Mechanic and Installer role.", - "summary": "Use this bundle to plan and review HVAC/R Mechanic and Installer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, a template, and a quality rubric; the intended output is HVAC/R diagnostic evidence brief. Start source review with O*NET OnLine — Summary / 49 9021.00.", + "summary": "Use this bundle to plan and review HVAC/R Mechanic and Installer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, a template, and a quality rubric; the intended output is HVAC/R diagnostic evidence brief. Start source review with O*NET OnLine \u2014 Summary / 49 9021.00.", "meta_description": "Free HVAC/R Mechanic and Installer Markdown bundle with workflows, source references, and hVAC/R diagnostic evidence brief for use with AI assistants.", "social_summary": "HVAC/R Mechanic and Installer: hVAC/R diagnostic evidence brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,260 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,260 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting HVAC/R Mechanic and Installer work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry" @@ -46240,7 +46240,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach HVAC/R Mechanic and Installer work by producing HVAC/R diagnostic evidence brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 49 9021.00, then confirm that the reference is current and applicable. Inspect HVAC/R Mechanic and Installer Role before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach HVAC/R Mechanic and Installer work by producing HVAC/R diagnostic evidence brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 49 9021.00, then confirm that the reference is current and applicable. Inspect HVAC/R Mechanic and Installer Role before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -46272,17 +46272,17 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 49 9021.00", + "label": "O*NET OnLine \u2014 Summary / 49 9021.00", "url": "https://www.onetonline.org/link/summary/49-9021.00", "used_for": "Role or occupation reference for HVAC/R Mechanic and Installer scope and source checks." }, { - "label": "bls.gov — Installation Maintenance And Repair / Heating Air Conditioning And Refrigeration Mechanics And Installers", + "label": "bls.gov \u2014 Installation Maintenance And Repair / Heating Air Conditioning And Refrigeration Mechanics And Installers", "url": "https://www.bls.gov/ooh/installation-maintenance-and-repair/heating-air-conditioning-and-refrigeration-mechanics-and-installers.htm", "used_for": "Role or occupation reference for HVAC/R Mechanic and Installer scope and source checks." }, { - "label": "osha.gov — Standardnumber / 1910", + "label": "osha.gov \u2014 Standardnumber / 1910", "url": "https://www.osha.gov/laws-regs/regulations/standardnumber/1910", "used_for": "Role or occupation reference for HVAC/R Mechanic and Installer scope and source checks." } @@ -46430,10 +46430,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Industrial Production Manager role.", - "summary": "Use this bundle to plan and review Industrial Production Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, a template, and a quality rubric; the intended output is production operations decision brief. Start source review with O*NET OnLine — Summary / 11 3051.00.", + "summary": "Use this bundle to plan and review Industrial Production Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, a template, and a quality rubric; the intended output is production operations decision brief. Start source review with O*NET OnLine \u2014 Summary / 11 3051.00.", "meta_description": "Free Industrial Production Manager Markdown bundle with workflows, source references, and production operations decision brief for use with AI assistants.", "social_summary": "Industrial Production Manager: production operations decision brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,212 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,212 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Industrial Production Manager work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry" @@ -46446,7 +46446,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Industrial Production Manager work by producing production operations decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 11 3051.00, then confirm that the reference is current and applicable. Inspect Industrial Production Manager Role before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Industrial Production Manager work by producing production operations decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 11 3051.00, then confirm that the reference is current and applicable. Inspect Industrial Production Manager Role before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -46478,17 +46478,17 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 11 3051.00", + "label": "O*NET OnLine \u2014 Summary / 11 3051.00", "url": "https://www.onetonline.org/link/summary/11-3051.00", "used_for": "Role or occupation reference for Industrial Production Manager scope and source checks." }, { - "label": "bls.gov — Management / Industrial Production Managers", + "label": "bls.gov \u2014 Management / Industrial Production Managers", "url": "https://www.bls.gov/ooh/management/industrial-production-managers.htm", "used_for": "Role or occupation reference for Industrial Production Manager scope and source checks." }, { - "label": "osha.gov — Standardnumber / 1910", + "label": "osha.gov \u2014 Standardnumber / 1910", "url": "https://www.osha.gov/laws-regs/regulations/standardnumber/1910", "used_for": "Role or occupation reference for Industrial Production Manager scope and source checks." } @@ -46645,10 +46645,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Internal Auditor role.", - "summary": "Use this bundle to plan and review Internal Auditor work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, a template, and a quality rubric; the intended output is internal audit finding brief. Start source review with O*NET OnLine — Summary / 13 2011.00.", + "summary": "Use this bundle to plan and review Internal Auditor work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, a template, and a quality rubric; the intended output is internal audit finding brief. Start source review with O*NET OnLine \u2014 Summary / 13 2011.00.", "meta_description": "Free Internal Auditor Markdown bundle with workflows, source references, and internal audit finding brief for use with AI assistants.", "social_summary": "Internal Auditor: internal audit finding brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,204 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,204 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Internal Auditor work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry" @@ -46661,7 +46661,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Internal Auditor work by producing internal audit finding brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 13 2011.00, then confirm that the reference is current and applicable. Inspect Internal Auditor Role before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Internal Auditor work by producing internal audit finding brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 13 2011.00, then confirm that the reference is current and applicable. Inspect Internal Auditor Role before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -46693,17 +46693,17 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 2011.00", + "label": "O*NET OnLine \u2014 Summary / 13 2011.00", "url": "https://www.onetonline.org/link/summary/13-2011.00", "used_for": "Role or occupation reference for Internal Auditor scope and source checks." }, { - "label": "bls.gov — Business And Financial / Accountants And Auditors", + "label": "bls.gov \u2014 Business And Financial / Accountants And Auditors", "url": "https://www.bls.gov/ooh/business-and-financial/accountants-and-auditors.htm", "used_for": "Role or occupation reference for Internal Auditor scope and source checks." }, { - "label": "aicpa-cima.com — Landing / System And Organization Controls Soc Suite Of Services", + "label": "aicpa-cima.com \u2014 Landing / System And Organization Controls Soc Suite Of Services", "url": "https://www.aicpa-cima.com/resources/landing/system-and-organization-controls-soc-suite-of-services", "used_for": "Role or occupation reference for Internal Auditor scope and source checks." } @@ -46872,10 +46872,10 @@ ], "landing_page": { "definition": "A free, open-source set of 19 Markdown files for planning, reviewing, and carrying out evidence-based work with Jira (Jira Software).", - "summary": "Use this bundle to plan or review work in Jira (Jira Software) before changing live data or configuration. The page previews a tool guide, a workflow, and a template; the intended output is Jira board cleanup plan. Start source review with atlassian.com — Software / Jira.", + "summary": "Use this bundle to plan or review work in Jira (Jira Software) before changing live data or configuration. The page previews a tool guide, a workflow, and a template; the intended output is Jira board cleanup plan. Start source review with atlassian.com \u2014 Software / Jira.", "meta_description": "Free Jira Markdown bundle with workflows, source references, and jira board cleanup plan for use with AI assistants.", "social_summary": "Jira: jira board cleanup plan, workflows, and review guidance", - "download_note": "19 Markdown files · 3,574 words · no signup · CC-BY-4.0", + "download_note": "19 Markdown files \u00b7 3,574 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Jira (Jira Software)", "Teams working in software, digital-products, technology" @@ -46888,7 +46888,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Jira (Jira Software) and produce Jira board cleanup plan that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with atlassian.com — Software / Jira, then confirm that the reference is current and applicable. Inspect Jira before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Jira (Jira Software) and produce Jira board cleanup plan that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with atlassian.com \u2014 Software / Jira, then confirm that the reference is current and applicable. Inspect Jira before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -46927,27 +46927,27 @@ }, "source_notes": [ { - "label": "atlassian.com — Software / Jira", + "label": "atlassian.com \u2014 Software / Jira", "url": "https://www.atlassian.com/software/jira", "used_for": "Product, platform, or operating reference for Jira scope and source checks." }, { - "label": "support.atlassian.com — Docs / Use Your Scrum Backlog", + "label": "support.atlassian.com \u2014 Docs / Use Your Scrum Backlog", "url": "https://support.atlassian.com/jira-software-cloud/docs/use-your-scrum-backlog/", "used_for": "Product, platform, or operating reference for Jira scope and source checks." }, { - "label": "support.atlassian.com — Docs / Jql Fields", + "label": "support.atlassian.com \u2014 Docs / Jql Fields", "url": "https://support.atlassian.com/jira-software-cloud/docs/jql-fields/", "used_for": "Product, platform, or operating reference for Jira scope and source checks." }, { - "label": "support.atlassian.com — Docs / Jql Functions", + "label": "support.atlassian.com \u2014 Docs / Jql Functions", "url": "https://support.atlassian.com/jira-software-cloud/docs/jql-functions/", "used_for": "Product, platform, or operating reference for Jira scope and source checks." }, { - "label": "support.atlassian.com — Docs / What Are Jira Workflows", + "label": "support.atlassian.com \u2014 Docs / What Are Jira Workflows", "url": "https://support.atlassian.com/jira-software-cloud/docs/what-are-jira-workflows/", "used_for": "Product, platform, or operating reference for Jira scope and source checks." } @@ -47112,7 +47112,7 @@ "summary": "Use this bundle to apply Jobs to be Done / Outcome-Driven Innovation to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, a workflow, and a template; the intended output is JTBD opportunity brief. Start source review with Strategyn Jobs to be Done.", "meta_description": "Free Jobs to be Done / Outcome-Driven Innovation Markdown bundle with workflows, source references, and jTBD opportunity brief for use with AI assistants.", "social_summary": "Jobs to be Done / Outcome-Driven Innovation: jTBD opportunity brief, workflows, and review guidance", - "download_note": "14 Markdown files · 1,619 words · no signup · CC-BY-4.0", + "download_note": "14 Markdown files \u00b7 1,619 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Jobs to be Done / Outcome-Driven Innovation to structure analysis, decisions, facilitation, or review", "Teams working in software, digital-products, technology" @@ -47318,7 +47318,7 @@ "summary": "Use this bundle to apply Kano Model to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, a workflow, and a template; the intended output is Kano feature classification brief. Start source review with Noriaki Kano attractive quality article record.", "meta_description": "Free Kano Model Markdown bundle with workflows, source references, and kano feature classification brief for use with AI assistants.", "social_summary": "Kano Model: kano feature classification brief, workflows, and review guidance", - "download_note": "14 Markdown files · 1,499 words · no signup · CC-BY-4.0", + "download_note": "14 Markdown files \u00b7 1,499 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Kano Model to structure analysis, decisions, facilitation, or review", "Teams working in software, digital-products, technology" @@ -47527,7 +47527,7 @@ "summary": "Use this bundle to plan or review work in Linear before changing live data or configuration. The page previews a tool guide, a workflow, and a template; the intended output is Linear work planning brief. Start source review with Linear Developers.", "meta_description": "Free Linear Markdown bundle with workflows, source references, and linear work planning brief for use with AI assistants.", "social_summary": "Linear: linear work planning brief, workflows, and review guidance", - "download_note": "14 Markdown files · 1,421 words · no signup · CC-BY-4.0", + "download_note": "14 Markdown files \u00b7 1,421 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Linear", "Teams working in software, digital-products, technology" @@ -47736,10 +47736,10 @@ ], "landing_page": { "definition": "A free, open-source set of 19 Markdown files for planning, reviewing, and carrying out evidence-based work with Microsoft Power BI.", - "summary": "Use this bundle to plan or review work in Microsoft Power BI before changing live data or configuration. The page previews a tool guide, a workflow, and a template; the intended output is Power BI report readiness plan. Start source review with Microsoft Learn — En Us / Power Bi.", + "summary": "Use this bundle to plan or review work in Microsoft Power BI before changing live data or configuration. The page previews a tool guide, a workflow, and a template; the intended output is Power BI report readiness plan. Start source review with Microsoft Learn \u2014 En Us / Power Bi.", "meta_description": "Free Microsoft Power BI Markdown bundle with workflows, source references, and power BI report readiness plan for use with AI assistants.", "social_summary": "Microsoft Power BI: power BI report readiness plan, workflows, and review guidance", - "download_note": "19 Markdown files · 3,840 words · no signup · CC-BY-4.0", + "download_note": "19 Markdown files \u00b7 3,840 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Microsoft Power BI", "Teams working in analytics, data, business-intelligence" @@ -47752,7 +47752,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Microsoft Power BI and produce Power BI report readiness plan that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Microsoft Learn — En Us / Power Bi, then confirm that the reference is current and applicable. Inspect Microsoft Power BI before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Microsoft Power BI and produce Power BI report readiness plan that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Microsoft Learn \u2014 En Us / Power Bi, then confirm that the reference is current and applicable. Inspect Microsoft Power BI before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -47791,27 +47791,27 @@ }, "source_notes": [ { - "label": "Microsoft Learn — En Us / Power Bi", + "label": "Microsoft Learn \u2014 En Us / Power Bi", "url": "https://learn.microsoft.com/en-us/power-bi/", "used_for": "Product, platform, or operating reference for Microsoft Power BI scope and source checks." }, { - "label": "Microsoft Learn — Fundamentals / Service Basic Concepts", + "label": "Microsoft Learn \u2014 Fundamentals / Service Basic Concepts", "url": "https://learn.microsoft.com/en-us/power-bi/fundamentals/service-basic-concepts", "used_for": "Product, platform, or operating reference for Microsoft Power BI scope and source checks." }, { - "label": "Microsoft Learn — Connect Data / Service Datasets Understand", + "label": "Microsoft Learn \u2014 Connect Data / Service Datasets Understand", "url": "https://learn.microsoft.com/en-us/power-bi/connect-data/service-datasets-understand", "used_for": "Product, platform, or operating reference for Microsoft Power BI scope and source checks." }, { - "label": "Microsoft Learn — API / Power Bi", + "label": "Microsoft Learn \u2014 API / Power Bi", "url": "https://learn.microsoft.com/en-us/rest/api/power-bi/", "used_for": "Product, platform, or operating reference for Microsoft Power BI scope and source checks." }, { - "label": "Microsoft Learn — Security / Service Admin Row Level Security", + "label": "Microsoft Learn \u2014 Security / Service Admin Row Level Security", "url": "https://learn.microsoft.com/en-us/fabric/security/service-admin-row-level-security", "used_for": "Product, platform, or operating reference for Microsoft Power BI scope and source checks." } @@ -47975,7 +47975,7 @@ "summary": "Use this bundle to plan or review work in Mixpanel before changing live data or configuration. The page previews a tool guide, a workflow, and a template; the intended output is Mixpanel analysis brief. Start source review with Mixpanel Funnels documentation.", "meta_description": "Free Mixpanel Markdown bundle with workflows, source references, and mixpanel analysis brief for use with AI assistants.", "social_summary": "Mixpanel: mixpanel analysis brief, workflows, and review guidance", - "download_note": "14 Markdown files · 1,407 words · no signup · CC-BY-4.0", + "download_note": "14 Markdown files \u00b7 1,407 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Mixpanel", "Teams working in software, digital-products, technology" @@ -48133,7 +48133,7 @@ "summary": "Use this bundle to draft or review OKR / Goal-Setting Framework with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is OKR / goal-setting framework brief and objective and key-result review register. Start source review with url.", "meta_description": "Free OKR / Goal-Setting Framework Markdown bundle with workflows, source references, and oKR / goal-setting framework brief and objective and key-result.", "social_summary": "OKR / Goal-Setting Framework: oKR / goal-setting framework brief and objective and key-result review.", - "download_note": "16 Markdown files · 1,992 words · no signup · CC-BY-4.0", + "download_note": "16 Markdown files \u00b7 1,992 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on OKR / Goal-Setting Framework", "Teams working in cross-industry, technology, digital-products" @@ -48352,7 +48352,7 @@ "summary": "Use this bundle to apply Objectives and Key Results (OKRs) to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide and a workflow; the intended output is OKR operating brief. Start source review with url.", "meta_description": "Free Objectives and Key Results (OKRs) Markdown bundle with workflows, source references, and oKR operating brief for use with AI assistants.", "social_summary": "Objectives and Key Results (OKRs): oKR operating brief, workflows, and review guidance", - "download_note": "18 Markdown files · 2,579 words · no signup · CC-BY-4.0", + "download_note": "18 Markdown files \u00b7 2,579 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Objectives and Key Results (OKRs) to structure analysis, decisions, facilitation, or review", "Teams working in cross-industry, technology, digital-products" @@ -48419,7 +48419,7 @@ "used_for": "Method, standard, or practice reference for Objectives and Key Results (OKRs) scope and source checks." }, { - "label": "rework.withgoogle.com — Guides / Set Goals With Okrs", + "label": "rework.withgoogle.com \u2014 Guides / Set Goals With Okrs", "url": "https://rework.withgoogle.com/intl/en/guides/set-goals-with-okrs", "used_for": "Method, standard, or practice reference for Objectives and Key Results (OKRs) scope and source checks." } @@ -48569,10 +48569,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging OSH Act General Safety questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope OSH Act General Safety questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is OSH Act source-aware safety brief. Start source review with osha.gov — Oshact / Completeoshact.", + "summary": "Use this bundle to scope OSH Act General Safety questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is OSH Act source-aware safety brief. Start source review with osha.gov \u2014 Oshact / Completeoshact.", "meta_description": "Free OSH Act General Safety Markdown bundle with workflows, source references, and oSH Act source-aware safety brief for use with AI assistants.", "social_summary": "OSH Act General Safety: oSH Act source-aware safety brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,233 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,233 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing OSH Act General Safety", "Teams working in manufacturing, construction, warehousing" @@ -48585,7 +48585,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess OSH Act General Safety and draft OSH Act source-aware safety brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with osha.gov — Oshact / Completeoshact, then confirm that the reference is current and applicable. Inspect OSH Act General Safety Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess OSH Act General Safety and draft OSH Act source-aware safety brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with osha.gov \u2014 Oshact / Completeoshact, then confirm that the reference is current and applicable. Inspect OSH Act General Safety Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -48617,17 +48617,17 @@ ], "source_notes": [ { - "label": "osha.gov — Oshact / Completeoshact", + "label": "osha.gov \u2014 Oshact / Completeoshact", "url": "https://www.osha.gov/laws-regs/oshact/completeoshact", "used_for": "Legal, regulatory, standards, or agency reference for OSH Act General Safety scope and source checks." }, { - "label": "osha.gov — Regulations / Standardnumber", + "label": "osha.gov \u2014 Regulations / Standardnumber", "url": "https://www.osha.gov/laws-regs/regulations/standardnumber", "used_for": "Legal, regulatory, standards, or agency reference for OSH Act General Safety scope and source checks." }, { - "label": "osha.gov — Publications / Poster", + "label": "osha.gov \u2014 Publications / Poster", "url": "https://www.osha.gov/publications/poster", "used_for": "Legal, regulatory, standards, or agency reference for OSH Act General Safety scope and source checks." } @@ -48806,7 +48806,7 @@ "summary": "Use this bundle to scope OSHA (Occupational Safety and Health Administration) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a requirements map, a workflow, and a template; the intended output is source-aware OSHA compliance brief. Start source review with OSHA Laws and Regulations.", "meta_description": "Free OSHA Markdown bundle with workflows, source references, and source-aware OSHA compliance brief for use with AI assistants.", "social_summary": "OSHA: source-aware OSHA compliance brief, workflows, and review guidance", - "download_note": "17 Markdown files · 3,025 words · no signup · CC-BY-4.0", + "download_note": "17 Markdown files \u00b7 3,025 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing OSHA (Occupational Safety and Health Administration)", "Teams working in manufacturing, construction, logistics" @@ -49039,10 +49039,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging OSHA Hazard Communication Standard questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope OSHA Hazard Communication Standard questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is hazard communication readiness brief. Start source review with osha.gov — Hazcom.", + "summary": "Use this bundle to scope OSHA Hazard Communication Standard questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is hazard communication readiness brief. Start source review with osha.gov \u2014 Hazcom.", "meta_description": "Free OSHA Hazard Communication Standard Markdown bundle with workflows, source references, and hazard communication readiness brief for use with AI.", "social_summary": "OSHA Hazard Communication Standard: hazard communication readiness brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,239 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,239 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing OSHA Hazard Communication Standard", "Teams working in manufacturing, construction, warehousing" @@ -49055,7 +49055,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess OSHA Hazard Communication Standard and draft hazard communication readiness brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with osha.gov — Hazcom, then confirm that the reference is current and applicable. Inspect OSHA Hazard Communication Standard Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess OSHA Hazard Communication Standard and draft hazard communication readiness brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with osha.gov \u2014 Hazcom, then confirm that the reference is current and applicable. Inspect OSHA Hazard Communication Standard Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -49087,17 +49087,17 @@ ], "source_notes": [ { - "label": "osha.gov — Hazcom", + "label": "osha.gov \u2014 Hazcom", "url": "https://www.osha.gov/hazcom", "used_for": "Legal, regulatory, standards, or agency reference for OSHA Hazard Communication Standard scope and source checks." }, { - "label": "osha.gov — 1910 / 1910.1200", + "label": "osha.gov \u2014 1910 / 1910.1200", "url": "https://www.osha.gov/laws-regs/regulations/standardnumber/1910/1910.1200", "used_for": "Legal, regulatory, standards, or agency reference for OSHA Hazard Communication Standard scope and source checks." }, { - "label": "federalregister.gov — 2024 23144 / Hazard Communication Standard", + "label": "federalregister.gov \u2014 2024 23144 / Hazard Communication Standard", "url": "https://www.federalregister.gov/documents/2024/10/09/2024-23144/hazard-communication-standard", "used_for": "Legal, regulatory, standards, or agency reference for OSHA Hazard Communication Standard scope and source checks." } @@ -49259,10 +49259,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging OSHA Injury and Illness Recordkeeping and Reporting questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope OSHA Injury and Illness Recordkeeping and Reporting questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is recordkeeping and reporting decision brief. Start source review with osha.gov — Recordkeeping.", + "summary": "Use this bundle to scope OSHA Injury and Illness Recordkeeping and Reporting questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is recordkeeping and reporting decision brief. Start source review with osha.gov \u2014 Recordkeeping.", "meta_description": "Free OSHA Injury and Illness Recordkeeping and Reporting Markdown bundle with workflows, source references, and recordkeeping and reporting decision brief.", "social_summary": "OSHA Injury and Illness Recordkeeping and Reporting: recordkeeping and reporting decision brief.", - "download_note": "10 Markdown files · 1,269 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,269 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing OSHA Injury and Illness Recordkeeping and Reporting", "Teams working in manufacturing, construction, warehousing" @@ -49275,7 +49275,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess OSHA Injury and Illness Recordkeeping and Reporting and draft recordkeeping and reporting decision brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with osha.gov — Recordkeeping, then confirm that the reference is current and applicable. Inspect OSHA Injury and Illness Recordkeeping and Reporting Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess OSHA Injury and Illness Recordkeeping and Reporting and draft recordkeeping and reporting decision brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with osha.gov \u2014 Recordkeeping, then confirm that the reference is current and applicable. Inspect OSHA Injury and Illness Recordkeeping and Reporting Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -49307,17 +49307,17 @@ ], "source_notes": [ { - "label": "osha.gov — Recordkeeping", + "label": "osha.gov \u2014 Recordkeeping", "url": "https://www.osha.gov/recordkeeping", "used_for": "Legal, regulatory, standards, or agency reference for OSHA Injury and Illness Recordkeeping and Reporting scope and source checks." }, { - "label": "osha.gov — Standardnumber / 1904", + "label": "osha.gov \u2014 Standardnumber / 1904", "url": "https://www.osha.gov/laws-regs/regulations/standardnumber/1904", "used_for": "Legal, regulatory, standards, or agency reference for OSHA Injury and Illness Recordkeeping and Reporting scope and source checks." }, { - "label": "Electronic Code of Federal Regulations — Chapter XVII / Part 1904", + "label": "Electronic Code of Federal Regulations \u2014 Chapter XVII / Part 1904", "url": "https://www.ecfr.gov/current/title-29/subtitle-B/chapter-XVII/part-1904", "used_for": "Legal, regulatory, standards, or agency reference for OSHA Injury and Illness Recordkeeping and Reporting scope and source checks." } @@ -49479,10 +49479,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging OSHA Machine Guarding, Lockout/Tagout, and Process Safety Management questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope OSHA Machine Guarding, Lockout/Tagout, and Process Safety Management questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is machine and process safety review brief. Start source review with osha.gov — 1910 / 1910.147.", + "summary": "Use this bundle to scope OSHA Machine Guarding, Lockout/Tagout, and Process Safety Management questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is machine and process safety review brief. Start source review with osha.gov \u2014 1910 / 1910.147.", "meta_description": "Free OSHA Machine Guarding, Lockout/Tagout, and Process Safety Management Markdown bundle with workflows, source references, and machine and process safety.", "social_summary": "OSHA Machine Guarding, Lockout/Tagout, and Process Safety Management: machine and process safety review.", - "download_note": "10 Markdown files · 1,330 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,330 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing OSHA Machine Guarding, Lockout/Tagout, and Process Safety Management", "Teams working in manufacturing, construction, warehousing" @@ -49495,7 +49495,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess OSHA Machine Guarding, Lockout/Tagout, and Process Safety Management and draft machine and process safety review brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with osha.gov — 1910 / 1910.147, then confirm that the reference is current and applicable. Inspect OSHA Machine Guarding, Lockout/Tagout, and Process Safety Management Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess OSHA Machine Guarding, Lockout/Tagout, and Process Safety Management and draft machine and process safety review brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with osha.gov \u2014 1910 / 1910.147, then confirm that the reference is current and applicable. Inspect OSHA Machine Guarding, Lockout/Tagout, and Process Safety Management Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -49527,17 +49527,17 @@ ], "source_notes": [ { - "label": "osha.gov — 1910 / 1910.147", + "label": "osha.gov \u2014 1910 / 1910.147", "url": "https://www.osha.gov/laws-regs/regulations/standardnumber/1910/1910.147", "used_for": "Legal, regulatory, standards, or agency reference for OSHA Machine Guarding, Lockout/Tagout, and Process Safety Management scope and source checks." }, { - "label": "osha.gov — 1910 / 1910.119", + "label": "osha.gov \u2014 1910 / 1910.119", "url": "https://www.osha.gov/laws-regs/regulations/standardnumber/1910/1910.119", "used_for": "Legal, regulatory, standards, or agency reference for OSHA Machine Guarding, Lockout/Tagout, and Process Safety Management scope and source checks." }, { - "label": "osha.gov — Subpart / O", + "label": "osha.gov \u2014 Subpart / O", "url": "https://www.osha.gov/laws-regs/regulations/standardnumber/1910/subpart/O", "used_for": "Legal, regulatory, standards, or agency reference for OSHA Machine Guarding, Lockout/Tagout, and Process Safety Management scope and source checks." } @@ -49698,10 +49698,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging OSHA Occupational Exposure Standards questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope OSHA Occupational Exposure Standards questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is exposure standard evidence brief. Start source review with osha.gov — Standardnumber / 1910.", + "summary": "Use this bundle to scope OSHA Occupational Exposure Standards questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is exposure standard evidence brief. Start source review with osha.gov \u2014 Standardnumber / 1910.", "meta_description": "Free OSHA Occupational Exposure Standards Markdown bundle with workflows, source references, and exposure standard evidence brief for use with AI.", "social_summary": "OSHA Occupational Exposure Standards: exposure standard evidence brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,224 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,224 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing OSHA Occupational Exposure Standards", "Teams working in manufacturing, construction, warehousing" @@ -49714,7 +49714,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess OSHA Occupational Exposure Standards and draft exposure standard evidence brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with osha.gov — Standardnumber / 1910, then confirm that the reference is current and applicable. Inspect OSHA Occupational Exposure Standards Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess OSHA Occupational Exposure Standards and draft exposure standard evidence brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with osha.gov \u2014 Standardnumber / 1910, then confirm that the reference is current and applicable. Inspect OSHA Occupational Exposure Standards Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -49746,17 +49746,17 @@ ], "source_notes": [ { - "label": "osha.gov — Standardnumber / 1910", + "label": "osha.gov \u2014 Standardnumber / 1910", "url": "https://www.osha.gov/laws-regs/regulations/standardnumber/1910", "used_for": "Legal, regulatory, standards, or agency reference for OSHA Occupational Exposure Standards scope and source checks." }, { - "label": "Electronic Code of Federal Regulations — Chapter XVII / Part 1910", + "label": "Electronic Code of Federal Regulations \u2014 Chapter XVII / Part 1910", "url": "https://www.ecfr.gov/current/title-29/subtitle-B/chapter-XVII/part-1910", "used_for": "Legal, regulatory, standards, or agency reference for OSHA Occupational Exposure Standards scope and source checks." }, { - "label": "osha.gov — Noise", + "label": "osha.gov \u2014 Noise", "url": "https://www.osha.gov/noise", "used_for": "Legal, regulatory, standards, or agency reference for OSHA Occupational Exposure Standards scope and source checks." } @@ -49916,10 +49916,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging OSHA Workplace Poster Requirement questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope OSHA Workplace Poster Requirement questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is poster requirement readiness brief. Start source review with osha.gov — Publications / Poster.", + "summary": "Use this bundle to scope OSHA Workplace Poster Requirement questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is poster requirement readiness brief. Start source review with osha.gov \u2014 Publications / Poster.", "meta_description": "Free OSHA Workplace Poster Requirement Markdown bundle with workflows, source references, and poster requirement readiness brief for use with AI assistants.", "social_summary": "OSHA Workplace Poster Requirement: poster requirement readiness brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,215 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,215 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing OSHA Workplace Poster Requirement", "Teams working in manufacturing, construction, warehousing" @@ -49932,7 +49932,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess OSHA Workplace Poster Requirement and draft poster requirement readiness brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with osha.gov — Publications / Poster, then confirm that the reference is current and applicable. Inspect OSHA Workplace Poster Requirement Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess OSHA Workplace Poster Requirement and draft poster requirement readiness brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with osha.gov \u2014 Publications / Poster, then confirm that the reference is current and applicable. Inspect OSHA Workplace Poster Requirement Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -49964,17 +49964,17 @@ ], "source_notes": [ { - "label": "osha.gov — Publications / Poster", + "label": "osha.gov \u2014 Publications / Poster", "url": "https://www.osha.gov/publications/poster", "used_for": "Legal, regulatory, standards, or agency reference for OSHA Workplace Poster Requirement scope and source checks." }, { - "label": "osha.gov — Files / Osha3165 8514", + "label": "osha.gov \u2014 Files / Osha3165 8514", "url": "https://www.osha.gov/sites/default/files/osha3165-8514.pdf", "used_for": "Legal, regulatory, standards, or agency reference for OSHA Workplace Poster Requirement scope and source checks." }, { - "label": "U.S. Department of Labor — Topics / Posters", + "label": "U.S. Department of Labor \u2014 Topics / Posters", "url": "https://www.dol.gov/general/topics/posters", "used_for": "Legal, regulatory, standards, or agency reference for OSHA Workplace Poster Requirement scope and source checks." } @@ -50135,10 +50135,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging OSHA PPE and Worker Protection Programs questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope OSHA PPE and Worker Protection Programs questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is PPE program evidence brief. Start source review with osha.gov — Subpart / I.", + "summary": "Use this bundle to scope OSHA PPE and Worker Protection Programs questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is PPE program evidence brief. Start source review with osha.gov \u2014 Subpart / I.", "meta_description": "Free OSHA PPE and Worker Protection Programs Markdown bundle with workflows, source references, and pPE program evidence brief for use with AI assistants.", "social_summary": "OSHA PPE and Worker Protection Programs: pPE program evidence brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,263 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,263 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing OSHA PPE and Worker Protection Programs", "Teams working in manufacturing, construction, warehousing" @@ -50151,7 +50151,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess OSHA PPE and Worker Protection Programs and draft PPE program evidence brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with osha.gov — Subpart / I, then confirm that the reference is current and applicable. Inspect OSHA PPE and Worker Protection Programs Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess OSHA PPE and Worker Protection Programs and draft PPE program evidence brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with osha.gov \u2014 Subpart / I, then confirm that the reference is current and applicable. Inspect OSHA PPE and Worker Protection Programs Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -50183,17 +50183,17 @@ ], "source_notes": [ { - "label": "osha.gov — Subpart / I", + "label": "osha.gov \u2014 Subpart / I", "url": "https://www.osha.gov/laws-regs/regulations/standardnumber/1910/subpart/I", "used_for": "Legal, regulatory, standards, or agency reference for OSHA PPE and Worker Protection Programs scope and source checks." }, { - "label": "Electronic Code of Federal Regulations — Part 1910 / Subpart I", + "label": "Electronic Code of Federal Regulations \u2014 Part 1910 / Subpart I", "url": "https://www.ecfr.gov/current/title-29/subtitle-B/chapter-XVII/part-1910/subpart-I", "used_for": "Legal, regulatory, standards, or agency reference for OSHA PPE and Worker Protection Programs scope and source checks." }, { - "label": "osha.gov — Personal Protective Equipment", + "label": "osha.gov \u2014 Personal Protective Equipment", "url": "https://www.osha.gov/personal-protective-equipment", "used_for": "Legal, regulatory, standards, or agency reference for OSHA PPE and Worker Protection Programs scope and source checks." } @@ -50354,10 +50354,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging OSHA Recordkeeping questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope OSHA Recordkeeping questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is recordkeeping evidence checklist. Start source review with osha.gov — Recordkeeping.", + "summary": "Use this bundle to scope OSHA Recordkeeping questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is recordkeeping evidence checklist. Start source review with osha.gov \u2014 Recordkeeping.", "meta_description": "Free OSHA Recordkeeping Markdown bundle with workflows, source references, and recordkeeping evidence checklist for use with AI assistants.", "social_summary": "OSHA Recordkeeping: recordkeeping evidence checklist, workflows, and review guidance", - "download_note": "10 Markdown files · 1,187 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,187 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing OSHA Recordkeeping", "Teams working in manufacturing, construction, warehousing" @@ -50370,7 +50370,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess OSHA Recordkeeping and draft recordkeeping evidence checklist that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with osha.gov — Recordkeeping, then confirm that the reference is current and applicable. Inspect OSHA Recordkeeping Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess OSHA Recordkeeping and draft recordkeeping evidence checklist that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with osha.gov \u2014 Recordkeeping, then confirm that the reference is current and applicable. Inspect OSHA Recordkeeping Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -50402,17 +50402,17 @@ ], "source_notes": [ { - "label": "osha.gov — Recordkeeping", + "label": "osha.gov \u2014 Recordkeeping", "url": "https://www.osha.gov/recordkeeping", "used_for": "Legal, regulatory, standards, or agency reference for OSHA Recordkeeping scope and source checks." }, { - "label": "osha.gov — Standardnumber / 1904", + "label": "osha.gov \u2014 Standardnumber / 1904", "url": "https://www.osha.gov/laws-regs/regulations/standardnumber/1904", "used_for": "Legal, regulatory, standards, or agency reference for OSHA Recordkeeping scope and source checks." }, { - "label": "Electronic Code of Federal Regulations — Chapter XVII / Part 1904", + "label": "Electronic Code of Federal Regulations \u2014 Chapter XVII / Part 1904", "url": "https://www.ecfr.gov/current/title-29/subtitle-B/chapter-XVII/part-1904", "used_for": "Legal, regulatory, standards, or agency reference for OSHA Recordkeeping scope and source checks." } @@ -50572,10 +50572,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging OSHA Workplace Safety Standards questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope OSHA Workplace Safety Standards questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is OSHA standard-selection brief. Start source review with osha.gov — Standardnumber / 1910.", + "summary": "Use this bundle to scope OSHA Workplace Safety Standards questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is OSHA standard-selection brief. Start source review with osha.gov \u2014 Standardnumber / 1910.", "meta_description": "Free OSHA Workplace Safety Standards Markdown bundle with workflows, source references, and oSHA standard-selection brief for use with AI assistants.", "social_summary": "OSHA Workplace Safety Standards: oSHA standard-selection brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,232 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,232 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing OSHA Workplace Safety Standards", "Teams working in manufacturing, construction, warehousing" @@ -50588,7 +50588,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess OSHA Workplace Safety Standards and draft OSHA standard-selection brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with osha.gov — Standardnumber / 1910, then confirm that the reference is current and applicable. Inspect OSHA Workplace Safety Standards Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess OSHA Workplace Safety Standards and draft OSHA standard-selection brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with osha.gov \u2014 Standardnumber / 1910, then confirm that the reference is current and applicable. Inspect OSHA Workplace Safety Standards Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -50620,17 +50620,17 @@ ], "source_notes": [ { - "label": "osha.gov — Standardnumber / 1910", + "label": "osha.gov \u2014 Standardnumber / 1910", "url": "https://www.osha.gov/laws-regs/regulations/standardnumber/1910", "used_for": "Legal, regulatory, standards, or agency reference for OSHA Workplace Safety Standards scope and source checks." }, { - "label": "osha.gov — Standardnumber / 1926", + "label": "osha.gov \u2014 Standardnumber / 1926", "url": "https://www.osha.gov/laws-regs/regulations/standardnumber/1926", "used_for": "Legal, regulatory, standards, or agency reference for OSHA Workplace Safety Standards scope and source checks." }, { - "label": "Electronic Code of Federal Regulations — Subtitle B / Chapter XVII", + "label": "Electronic Code of Federal Regulations \u2014 Subtitle B / Chapter XVII", "url": "https://www.ecfr.gov/current/title-29/subtitle-B/chapter-XVII", "used_for": "Legal, regulatory, standards, or agency reference for OSHA Workplace Safety Standards scope and source checks." } @@ -50786,7 +50786,7 @@ "summary": "Use this bundle to plan and review Performance Marketer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide and a bundle file; the intended output is campaign brief and weekly performance report.", "meta_description": "Free Performance Marketer Markdown bundle with workflows, source references, and campaign brief and weekly performance report for use with AI assistants.", "social_summary": "Performance Marketer: campaign brief and weekly performance report, workflows, and review guidance", - "download_note": "18 Markdown files · 1,270 words · no signup · CC-BY-4.0", + "download_note": "18 Markdown files \u00b7 1,270 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Performance Marketer work, plus teams reviewing its decisions and outputs", "Teams working in b2b-saas, ecommerce" @@ -50971,10 +50971,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Plumber role.", - "summary": "Use this bundle to plan and review Plumber work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, a template, and a quality rubric; the intended output is plumbing diagnostic and code brief. Start source review with O*NET OnLine — Summary / 47 2152.00.", + "summary": "Use this bundle to plan and review Plumber work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, a template, and a quality rubric; the intended output is plumbing diagnostic and code brief. Start source review with O*NET OnLine \u2014 Summary / 47 2152.00.", "meta_description": "Free Plumber Markdown bundle with workflows, source references, and plumbing diagnostic and code brief for use with AI assistants.", "social_summary": "Plumber: plumbing diagnostic and code brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,192 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,192 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Plumber work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry" @@ -50987,7 +50987,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Plumber work by producing plumbing diagnostic and code brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 47 2152.00, then confirm that the reference is current and applicable. Inspect Plumber Role before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Plumber work by producing plumbing diagnostic and code brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 47 2152.00, then confirm that the reference is current and applicable. Inspect Plumber Role before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -51019,17 +51019,17 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 47 2152.00", + "label": "O*NET OnLine \u2014 Summary / 47 2152.00", "url": "https://www.onetonline.org/link/summary/47-2152.00", "used_for": "Role or occupation reference for Plumber scope and source checks." }, { - "label": "bls.gov — Construction And Extraction / Plumbers Pipefitters And Steamfitters", + "label": "bls.gov \u2014 Construction And Extraction / Plumbers Pipefitters And Steamfitters", "url": "https://www.bls.gov/ooh/construction-and-extraction/plumbers-pipefitters-and-steamfitters.htm", "used_for": "Role or occupation reference for Plumber scope and source checks." }, { - "label": "osha.gov — Standardnumber / 1910", + "label": "osha.gov \u2014 Standardnumber / 1910", "url": "https://www.osha.gov/laws-regs/regulations/standardnumber/1910", "used_for": "Role or occupation reference for Plumber scope and source checks." } @@ -51216,7 +51216,7 @@ "summary": "Use this bundle to plan and review Product Designer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, and a framework; the intended output is design brief and design review note. Start source review with url.", "meta_description": "Free Product Designer Markdown bundle with workflows, source references, and design brief and design review note for use with AI assistants.", "social_summary": "Product Designer: design brief and design review note, workflows, and review guidance", - "download_note": "27 Markdown files · 2,751 words · no signup · CC-BY-4.0", + "download_note": "27 Markdown files \u00b7 2,751 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Product Designer work, plus teams reviewing its decisions and outputs", "Teams working in software, saas, digital-products" @@ -51479,10 +51479,10 @@ }, "landing_page": { "definition": "A free, open-source set of 32 Markdown files that gives an AI assistant practical guidance for the Product Manager role.", - "summary": "Use this bundle to plan and review Product Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide and a workflow; the intended output is product brief and product requirements document. Start source review with O*NET OnLine — Summary / 11 2021.00.", + "summary": "Use this bundle to plan and review Product Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide and a workflow; the intended output is product brief and product requirements document. Start source review with O*NET OnLine \u2014 Summary / 11 2021.00.", "meta_description": "Free Product Manager Markdown bundle with workflows, source references, and product brief and product requirements document for use with AI assistants.", "social_summary": "Product Manager: product brief and product requirements document, workflows, and review guidance", - "download_note": "32 Markdown files · 4,242 words · no signup · CC-BY-4.0", + "download_note": "32 Markdown files \u00b7 4,242 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Product Manager work, plus teams reviewing its decisions and outputs", "Teams working in software, saas, digital-products" @@ -51495,7 +51495,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Product Manager work by producing product brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 11 2021.00, then confirm that the reference is current and applicable. Inspect Product Manager before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Product Manager work by producing product brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 11 2021.00, then confirm that the reference is current and applicable. Inspect Product Manager before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -51534,12 +51534,12 @@ }, "source_notes": [ { - "label": "O*NET OnLine — Summary / 11 2021.00", + "label": "O*NET OnLine \u2014 Summary / 11 2021.00", "url": "https://www.onetonline.org/link/summary/11-2021.00", "used_for": "Role or occupation reference for Product Manager scope and source checks." }, { - "label": "bls.gov — Management / Advertising Promotions And Marketing Managers", + "label": "bls.gov \u2014 Management / Advertising Promotions And Marketing Managers", "url": "https://www.bls.gov/ooh/management/advertising-promotions-and-marketing-managers.htm", "used_for": "Role or occupation reference for Product Manager scope and source checks." }, @@ -51549,12 +51549,12 @@ "used_for": "Role or occupation reference for Product Manager scope and source checks." }, { - "label": "scrum.org — Resources / What Scrum Module", + "label": "scrum.org \u2014 Resources / What Scrum Module", "url": "https://www.scrum.org/resources/what-scrum-module", "used_for": "Role or occupation reference for Product Manager scope and source checks." }, { - "label": "atlassian.com — Product Management / Requirements", + "label": "atlassian.com \u2014 Product Management / Requirements", "url": "https://www.atlassian.com/agile/product-management/requirements", "used_for": "Role or occupation reference for Product Manager scope and source checks." } @@ -51717,7 +51717,7 @@ "summary": "Use this bundle to draft or review Product Requirements Document (PRD) with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, a workflow, and a quality rubric; the intended output is Product Requirements Document. Start source review with Atlassian PRD guide.", "meta_description": "Free Product Requirements Document (PRD) Markdown bundle with workflows, source references, and product Requirements Document for use with AI assistants.", "social_summary": "Product Requirements Document (PRD): product Requirements Document, workflows, and review guidance", - "download_note": "14 Markdown files · 1,533 words · no signup · CC-BY-4.0", + "download_note": "14 Markdown files \u00b7 1,533 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Product Requirements Document (PRD)", "Teams working in software, digital-products, technology" @@ -51926,7 +51926,7 @@ "summary": "Use this bundle to draft or review Product Roadmap with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, a workflow, and a quality rubric; the intended output is Product Roadmap. Start source review with Atlassian product roadmap guide.", "meta_description": "Free Product Roadmap Markdown bundle with workflows, source references, and product Roadmap for use with AI assistants.", "social_summary": "Product Roadmap: product Roadmap, workflows, and review guidance", - "download_note": "14 Markdown files · 1,450 words · no signup · CC-BY-4.0", + "download_note": "14 Markdown files \u00b7 1,450 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Product Roadmap", "Teams working in software, digital-products, technology" @@ -52130,10 +52130,10 @@ ], "landing_page": { "definition": "A free, open-source set of 19 Markdown files for planning, reviewing, and carrying out evidence-based work with QuickBooks Online.", - "summary": "Use this bundle to plan or review work in QuickBooks Online before changing live data or configuration. The page previews a tool guide, a workflow, and a template; the intended output is QuickBooks Online work plan. Start source review with developer.intuit.com — Docs / Develop.", + "summary": "Use this bundle to plan or review work in QuickBooks Online before changing live data or configuration. The page previews a tool guide, a workflow, and a template; the intended output is QuickBooks Online work plan. Start source review with developer.intuit.com \u2014 Docs / Develop.", "meta_description": "Free QuickBooks Online Markdown bundle with workflows, source references, and quickBooks Online work plan for use with AI assistants.", "social_summary": "QuickBooks Online: quickBooks Online work plan, workflows, and review guidance", - "download_note": "19 Markdown files · 3,607 words · no signup · CC-BY-4.0", + "download_note": "19 Markdown files \u00b7 3,607 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in QuickBooks Online", "Teams working in accounting, bookkeeping, smb-finance" @@ -52146,7 +52146,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review QuickBooks Online and produce QuickBooks Online work plan that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with developer.intuit.com — Docs / Develop, then confirm that the reference is current and applicable. Inspect QuickBooks Online before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review QuickBooks Online and produce QuickBooks Online work plan that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with developer.intuit.com \u2014 Docs / Develop, then confirm that the reference is current and applicable. Inspect QuickBooks Online before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -52185,27 +52185,27 @@ }, "source_notes": [ { - "label": "developer.intuit.com — Docs / Develop", + "label": "developer.intuit.com \u2014 Docs / Develop", "url": "https://developer.intuit.com/app/developer/qbo/docs/develop", "used_for": "Product, platform, or operating reference for QuickBooks Online scope and source checks." }, { - "label": "developer.intuit.com — Learn / Explore The Quickbooks Online API", + "label": "developer.intuit.com \u2014 Learn / Explore The Quickbooks Online API", "url": "https://developer.intuit.com/app/developer/qbo/docs/learn/explore-the-quickbooks-online-api", "used_for": "Product, platform, or operating reference for QuickBooks Online scope and source checks." }, { - "label": "developer.intuit.com — Authentication And Authorization / Oauth 2.0", + "label": "developer.intuit.com \u2014 Authentication And Authorization / Oauth 2.0", "url": "https://developer.intuit.com/app/developer/qbo/docs/develop/authentication-and-authorization/oauth-2.0", "used_for": "Product, platform, or operating reference for QuickBooks Online scope and source checks." }, { - "label": "developer.intuit.com — Sandboxes / Manage Your Sandboxes", + "label": "developer.intuit.com \u2014 Sandboxes / Manage Your Sandboxes", "url": "https://developer.intuit.com/app/developer/qbo/docs/develop/sandboxes/manage-your-sandboxes", "used_for": "Product, platform, or operating reference for QuickBooks Online scope and source checks." }, { - "label": "developer.intuit.com — Develop / Webhooks", + "label": "developer.intuit.com \u2014 Develop / Webhooks", "url": "https://developer.intuit.com/app/developer/qbo/docs/develop/webhooks", "used_for": "Product, platform, or operating reference for QuickBooks Online scope and source checks." } @@ -52379,7 +52379,7 @@ "summary": "Use this bundle to apply RICE Prioritization to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, a workflow, and a template; the intended output is RICE prioritization brief. Start source review with Intercom RICE prioritization article.", "meta_description": "Free RICE Prioritization Markdown bundle with workflows, source references, and rICE prioritization brief for use with AI assistants.", "social_summary": "RICE Prioritization: rICE prioritization brief, workflows, and review guidance", - "download_note": "14 Markdown files · 1,453 words · no signup · CC-BY-4.0", + "download_note": "14 Markdown files \u00b7 1,453 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using RICE Prioritization to structure analysis, decisions, facilitation, or review", "Teams working in software, digital-products, technology" @@ -52573,10 +52573,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the SaaS Contract Lawyer (MSA/SLA/DPA Drafting) role.", - "summary": "Use this bundle to plan and review SaaS Contract Lawyer (MSA/SLA/DPA Drafting) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, a template, and a quality rubric; the intended output is SaaS contract issue-spotting brief. Start source review with aicpa-cima.com — Landing / System And Organization Controls Soc Suite Of Services.", + "summary": "Use this bundle to plan and review SaaS Contract Lawyer (MSA/SLA/DPA Drafting) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, a template, and a quality rubric; the intended output is SaaS contract issue-spotting brief. Start source review with aicpa-cima.com \u2014 Landing / System And Organization Controls Soc Suite Of Services.", "meta_description": "Free SaaS Contract Lawyer (MSA/SLA/DPA Drafting) Markdown bundle with workflows, source references, and saaS contract issue-spotting brief for use with AI.", "social_summary": "SaaS Contract Lawyer (MSA/SLA/DPA Drafting): saaS contract issue-spotting brief, workflows, and review.", - "download_note": "10 Markdown files · 1,308 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,308 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting SaaS Contract Lawyer (MSA/SLA/DPA Drafting) work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry" @@ -52589,7 +52589,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach SaaS Contract Lawyer (MSA/SLA/DPA Drafting) work by producing SaaS contract issue-spotting brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with aicpa-cima.com — Landing / System And Organization Controls Soc Suite Of Services, then confirm that the reference is current and applicable. Inspect SaaS Contract Lawyer (MSA/SLA/DPA Drafting) Role before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach SaaS Contract Lawyer (MSA/SLA/DPA Drafting) work by producing SaaS contract issue-spotting brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with aicpa-cima.com \u2014 Landing / System And Organization Controls Soc Suite Of Services, then confirm that the reference is current and applicable. Inspect SaaS Contract Lawyer (MSA/SLA/DPA Drafting) Role before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -52621,17 +52621,17 @@ ], "source_notes": [ { - "label": "aicpa-cima.com — Landing / System And Organization Controls Soc Suite Of Services", + "label": "aicpa-cima.com \u2014 Landing / System And Organization Controls Soc Suite Of Services", "url": "https://www.aicpa-cima.com/resources/landing/system-and-organization-controls-soc-suite-of-services", "used_for": "Role or occupation reference for SaaS Contract Lawyer (MSA/SLA/DPA Drafting) scope and source checks." }, { - "label": "eur-lex.europa.eu — TXT / HTML", + "label": "eur-lex.europa.eu \u2014 TXT / HTML", "url": "https://eur-lex.europa.eu/legal-content/EN/TXT/HTML/?uri=CELEX%3A02016R0679-20160504", "used_for": "Role or occupation reference for SaaS Contract Lawyer (MSA/SLA/DPA Drafting) scope and source checks." }, { - "label": "U.S. Department of Health and Human Services — Covered Entities / Sample Business Associate Agreement Provisions", + "label": "U.S. Department of Health and Human Services \u2014 Covered Entities / Sample Business Associate Agreement Provisions", "url": "https://www.hhs.gov/hipaa/for-professionals/covered-entities/sample-business-associate-agreement-provisions/index.html", "used_for": "Role or occupation reference for SaaS Contract Lawyer (MSA/SLA/DPA Drafting) scope and source checks." } @@ -52799,10 +52799,10 @@ }, "landing_page": { "definition": "A free, open-source set of 18 Markdown files for planning, reviewing, and carrying out evidence-based work with Salesforce Service Cloud.", - "summary": "Use this bundle to plan or review work in Salesforce Service Cloud before changing live data or configuration. The page previews a tool guide, a workflow, and a template; the intended output is Service Cloud change plan. Start source review with salesforce.com — Service.", + "summary": "Use this bundle to plan or review work in Salesforce Service Cloud before changing live data or configuration. The page previews a tool guide, a workflow, and a template; the intended output is Service Cloud change plan. Start source review with salesforce.com \u2014 Service.", "meta_description": "Free Salesforce Service Cloud Markdown bundle with workflows, source references, and service Cloud change plan for use with AI assistants.", "social_summary": "Salesforce Service Cloud: service Cloud change plan, workflows, and review guidance", - "download_note": "18 Markdown files · 3,161 words · no signup · CC-BY-4.0", + "download_note": "18 Markdown files \u00b7 3,161 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Salesforce Service Cloud", "Teams working in customer-service, customer-support, contact-center" @@ -52815,7 +52815,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Salesforce Service Cloud and produce Service Cloud change plan that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with salesforce.com — Service, then confirm that the reference is current and applicable. Inspect Salesforce Service Cloud before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Salesforce Service Cloud and produce Service Cloud change plan that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with salesforce.com \u2014 Service, then confirm that the reference is current and applicable. Inspect Salesforce Service Cloud before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -52854,27 +52854,27 @@ }, "source_notes": [ { - "label": "salesforce.com — Service", + "label": "salesforce.com \u2014 Service", "url": "https://www.salesforce.com/service/", "used_for": "Product, platform, or operating reference for Salesforce Service Cloud scope and source checks." }, { - "label": "salesforce.com — Service / Cloud", + "label": "salesforce.com \u2014 Service / Cloud", "url": "https://www.salesforce.com/service/cloud/", "used_for": "Product, platform, or operating reference for Salesforce Service Cloud scope and source checks." }, { - "label": "help.salesforce.com — S / ArticleView", + "label": "help.salesforce.com \u2014 S / ArticleView", "url": "https://help.salesforce.com/s/articleView?id=sf.service_cloud.htm&language=en_US&type=5", "used_for": "Product, platform, or operating reference for Salesforce Service Cloud scope and source checks." }, { - "label": "developer.salesforce.com — Object Reference / Sforce API Objects List", + "label": "developer.salesforce.com \u2014 Object Reference / Sforce API Objects List", "url": "https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_list.htm", "used_for": "Product, platform, or operating reference for Salesforce Service Cloud scope and source checks." }, { - "label": "developer.salesforce.com — API Rest / Resources List", + "label": "developer.salesforce.com \u2014 API Rest / Resources List", "url": "https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_list.htm", "used_for": "Product, platform, or operating reference for Salesforce Service Cloud scope and source checks." } @@ -53025,10 +53025,10 @@ ], "landing_page": { "definition": "A free, open-source set of 18 Markdown files for planning, reviewing, and carrying out evidence-based work with SAP S/4HANA.", - "summary": "Use this bundle to plan or review work in SAP S/4HANA before changing live data or configuration. The page previews a tool guide, a workflow, and a template; the intended output is SAP S/4HANA fit-gap brief. Start source review with sap.com — Erp / S4hana.", + "summary": "Use this bundle to plan or review work in SAP S/4HANA before changing live data or configuration. The page previews a tool guide, a workflow, and a template; the intended output is SAP S/4HANA fit-gap brief. Start source review with sap.com \u2014 Erp / S4hana.", "meta_description": "Free SAP S/4HANA Markdown bundle with workflows, source references, and sAP S/4HANA fit-gap brief for use with AI assistants.", "social_summary": "SAP S/4HANA: sAP S/4HANA fit-gap brief, workflows, and review guidance", - "download_note": "18 Markdown files · 3,105 words · no signup · CC-BY-4.0", + "download_note": "18 Markdown files \u00b7 3,105 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in SAP S/4HANA", "Teams working in cross-industry, enterprise" @@ -53041,7 +53041,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review SAP S/4HANA and produce SAP S/4HANA fit-gap brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with sap.com — Erp / S4hana, then confirm that the reference is current and applicable. Inspect SAP S/4HANA before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review SAP S/4HANA and produce SAP S/4HANA fit-gap brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with sap.com \u2014 Erp / S4hana, then confirm that the reference is current and applicable. Inspect SAP S/4HANA before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -53080,7 +53080,7 @@ }, "source_notes": [ { - "label": "sap.com — Erp / S4hana", + "label": "sap.com \u2014 Erp / S4hana", "url": "https://www.sap.com/products/erp/s4hana.html", "used_for": "Product, platform, or operating reference for SAP S/4HANA scope and source checks." } @@ -53251,7 +53251,7 @@ "summary": "Use this bundle to apply Scrum to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, a workflow, and a template; the intended output is Scrum operating brief. Start source review with url.", "meta_description": "Free Scrum Markdown bundle with workflows, source references, and scrum operating brief for use with AI assistants.", "social_summary": "Scrum: scrum operating brief, workflows, and review guidance", - "download_note": "16 Markdown files · 1,955 words · no signup · CC-BY-4.0", + "download_note": "16 Markdown files \u00b7 1,955 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Scrum to structure analysis, decisions, facilitation, or review", "Teams working in software, digital-products, technology" @@ -53444,10 +53444,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Security Software / Application Security Engineer role.", - "summary": "Use this bundle to plan and review Security Software / Application Security Engineer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, a template, and a quality rubric; the intended output is application security remediation brief. Start source review with O*NET OnLine — Summary / 15 1212.00.", + "summary": "Use this bundle to plan and review Security Software / Application Security Engineer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, a template, and a quality rubric; the intended output is application security remediation brief. Start source review with O*NET OnLine \u2014 Summary / 15 1212.00.", "meta_description": "Free Security Software / Application Security Engineer Markdown bundle with workflows, source references, and application security remediation brief for.", "social_summary": "Security Software / Application Security Engineer: application security remediation brief, workflows.", - "download_note": "10 Markdown files · 1,247 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,247 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Security Software / Application Security Engineer work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry" @@ -53460,7 +53460,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Security Software / Application Security Engineer work by producing application security remediation brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 15 1212.00, then confirm that the reference is current and applicable. Inspect Security Software / Application Security Engineer Role before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Security Software / Application Security Engineer work by producing application security remediation brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 15 1212.00, then confirm that the reference is current and applicable. Inspect Security Software / Application Security Engineer Role before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -53492,17 +53492,17 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 1212.00", + "label": "O*NET OnLine \u2014 Summary / 15 1212.00", "url": "https://www.onetonline.org/link/summary/15-1212.00", "used_for": "Role or occupation reference for Security Software / Application Security Engineer scope and source checks." }, { - "label": "O*NET OnLine — Summary / 15 1252.00", + "label": "O*NET OnLine \u2014 Summary / 15 1252.00", "url": "https://www.onetonline.org/link/summary/15-1252.00", "used_for": "Role or occupation reference for Security Software / Application Security Engineer scope and source checks." }, { - "label": "NIST — Cyberframework", + "label": "NIST \u2014 Cyberframework", "url": "https://www.nist.gov/cyberframework", "used_for": "Role or occupation reference for Security Software / Application Security Engineer scope and source checks." } @@ -53701,7 +53701,7 @@ "summary": "Use this bundle to plan and review Senior Product Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide and a workflow; the intended output is strategy brief and roadmap decision memo. Start source review with ESCO ICT product manager.", "meta_description": "Free Senior Product Manager Markdown bundle with workflows, source references, and strategy brief and roadmap decision memo for use with AI assistants.", "social_summary": "Senior Product Manager: strategy brief and roadmap decision memo, workflows, and review guidance", - "download_note": "35 Markdown files · 4,284 words · no signup · CC-BY-4.0", + "download_note": "35 Markdown files \u00b7 4,284 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Senior Product Manager work, plus teams reviewing its decisions and outputs", "Teams working in software, saas, digital-products" @@ -53812,7 +53812,7 @@ "summary": "Use its workflows, checklists, templates, and worked example to turn search and site evidence into prioritized SEO findings, clearly separated hypotheses, and implementation-ready next steps.", "meta_description": "Free SEO specialist bundle with audit workflows, content briefs, technical triage, source references, and a worked example for AI-assisted analysis.", "social_summary": "SEO audit workflows, checklists, and examples for evidence-led technical and content analysis.", - "download_note": "25 Markdown files · no signup · CC BY 4.0", + "download_note": "25 Markdown files \u00b7 no signup \u00b7 CC BY 4.0", "audiences": [ "SEO specialists, consultants, content teams, developers, marketers, and site owners investigating organic-search performance" ], @@ -54175,7 +54175,7 @@ "summary": "Use this bundle to scope SOC 2 (System and Organization Controls 2) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is source-aware SOC 2 readiness brief.", "meta_description": "Free SOC 2 Markdown bundle with workflows, source references, and source-aware SOC 2 readiness brief for use with AI assistants.", "social_summary": "SOC 2: source-aware SOC 2 readiness brief, workflows, and review guidance", - "download_note": "15 Markdown files · 2,573 words · no signup · CC-BY-4.0", + "download_note": "15 Markdown files \u00b7 2,573 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing SOC 2 (System and Organization Controls 2)", "Teams working in saas, technology, cross-industry" @@ -54188,7 +54188,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess SOC 2 (System and Organization Controls 2) and draft source-aware SOC 2 readiness brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with aicpa-cima.com — Landing / System And Organization Controls Soc Suite Of Services, then confirm that the reference is current and applicable. Inspect SOC 2 Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess SOC 2 (System and Organization Controls 2) and draft source-aware SOC 2 readiness brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with aicpa-cima.com \u2014 Landing / System And Organization Controls Soc Suite Of Services, then confirm that the reference is current and applicable. Inspect SOC 2 Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -54227,22 +54227,22 @@ }, "source_notes": [ { - "label": "aicpa-cima.com — Landing / System And Organization Controls Soc Suite Of Services", + "label": "aicpa-cima.com \u2014 Landing / System And Organization Controls Soc Suite Of Services", "url": "https://www.aicpa-cima.com/resources/landing/system-and-organization-controls-soc-suite-of-services", "used_for": "Legal, regulatory, standards, or agency reference for SOC 2 scope and source checks." }, { - "label": "aicpa-cima.com — Download / 2017 Trust Services Criteria With Revised Points Of Focus 2022", + "label": "aicpa-cima.com \u2014 Download / 2017 Trust Services Criteria With Revised Points Of Focus 2022", "url": "https://www.aicpa-cima.com/resources/download/2017-trust-services-criteria-with-revised-points-of-focus-2022", "used_for": "Legal, regulatory, standards, or agency reference for SOC 2 scope and source checks." }, { - "label": "aicpa-cima.com — Download / Get Description Criteria For Your Organizations Soc 2 R Report", + "label": "aicpa-cima.com \u2014 Download / Get Description Criteria For Your Organizations Soc 2 R Report", "url": "https://www.aicpa-cima.com/resources/download/get-description-criteria-for-your-organizations-soc-2-r-report", "used_for": "Legal, regulatory, standards, or agency reference for SOC 2 scope and source checks." }, { - "label": "aicpa-cima.com — Download / Illustrative Soc 2 R Report With Description And Assertion", + "label": "aicpa-cima.com \u2014 Download / Illustrative Soc 2 R Report With Description And Assertion", "url": "https://www.aicpa-cima.com/resources/download/illustrative-soc-2-r-report-with-description-and-assertion", "used_for": "Legal, regulatory, standards, or agency reference for SOC 2 scope and source checks." } @@ -54406,7 +54406,7 @@ "summary": "Use this bundle to scope SOX (Sarbanes-Oxley Act) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is source-aware SOX compliance brief. Start source review with Congress.gov H.R.3763.", "meta_description": "Free SOX Markdown bundle with workflows, source references, and source-aware SOX compliance brief for use with AI assistants.", "social_summary": "SOX: source-aware SOX compliance brief, workflows, and review guidance", - "download_note": "15 Markdown files · 2,551 words · no signup · CC-BY-4.0", + "download_note": "15 Markdown files \u00b7 2,551 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing SOX (Sarbanes-Oxley Act)", "Teams working in public-companies, financial-reporting, cross-industry" @@ -54653,10 +54653,10 @@ }, "landing_page": { "definition": "A free, open-source set of 41 Markdown files that gives an AI assistant practical guidance for the Stack Overflow Data Analyst role.", - "summary": "Use this bundle to plan and review Stack Overflow Data Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide and a workflow; the intended output is query plan and tag trend memo. Start source review with Google Cloud Documentation — Docs / Best Practices Costs.", + "summary": "Use this bundle to plan and review Stack Overflow Data Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide and a workflow; the intended output is query plan and tag trend memo. Start source review with Google Cloud Documentation \u2014 Docs / Best Practices Costs.", "meta_description": "Free Stack Overflow Data Analyst Markdown bundle with workflows, source references, and query plan and tag trend memo for use with AI assistants.", "social_summary": "Stack Overflow Data Analyst: query plan and tag trend memo, workflows, and review guidance", - "download_note": "41 Markdown files · 4,561 words · no signup · CC-BY-4.0", + "download_note": "41 Markdown files \u00b7 4,561 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Stack Overflow Data Analyst work, plus teams reviewing its decisions and outputs", "Teams working in developer-relations, software, public-data-research" @@ -54669,7 +54669,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Stack Overflow Data Analyst work by producing query plan with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with Google Cloud Documentation — Docs / Best Practices Costs, then confirm that the reference is current and applicable. Inspect Stack Overflow Data Analyst before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Stack Overflow Data Analyst work by producing query plan with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with Google Cloud Documentation \u2014 Docs / Best Practices Costs, then confirm that the reference is current and applicable. Inspect Stack Overflow Data Analyst before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -54701,27 +54701,27 @@ ], "source_notes": [ { - "label": "Google Cloud Documentation — Docs / Best Practices Costs", + "label": "Google Cloud Documentation \u2014 Docs / Best Practices Costs", "url": "https://cloud.google.com/bigquery/docs/best-practices-costs", "used_for": "Role or occupation reference for Stack Overflow Data Analyst scope and source checks." }, { - "label": "Google Cloud Documentation — Docs / Running Queries", + "label": "Google Cloud Documentation \u2014 Docs / Running Queries", "url": "https://cloud.google.com/bigquery/docs/running-queries", "used_for": "Role or occupation reference for Stack Overflow Data Analyst scope and source checks." }, { - "label": "api.stackexchange.com — Docs / Questions", + "label": "api.stackexchange.com \u2014 Docs / Questions", "url": "https://api.stackexchange.com/docs/questions", "used_for": "Role or occupation reference for Stack Overflow Data Analyst scope and source checks." }, { - "label": "meta.stackexchange.com — 2677 / Database Schema Documentation For The Public Data Dump And Sede", + "label": "meta.stackexchange.com \u2014 2677 / Database Schema Documentation For The Public Data Dump And Sede", "url": "https://meta.stackexchange.com/questions/2677/database-schema-documentation-for-the-public-data-dump-and-sede", "used_for": "Role or occupation reference for Stack Overflow Data Analyst scope and source checks." }, { - "label": "stackoverflow.com — Help / Licensing", + "label": "stackoverflow.com \u2014 Help / Licensing", "url": "https://stackoverflow.com/help/licensing", "used_for": "Role or occupation reference for Stack Overflow Data Analyst scope and source checks." } @@ -54881,10 +54881,10 @@ ], "landing_page": { "definition": "A free, open-source set of 19 Markdown files for planning, reviewing, and carrying out evidence-based work with Tableau.", - "summary": "Use this bundle to plan or review work in Tableau before changing live data or configuration. The page previews a tool guide, a workflow, and a template; the intended output is Tableau dashboard readiness plan. Start source review with salesforce.com — Analytics / Tableau.", + "summary": "Use this bundle to plan or review work in Tableau before changing live data or configuration. The page previews a tool guide, a workflow, and a template; the intended output is Tableau dashboard readiness plan. Start source review with salesforce.com \u2014 Analytics / Tableau.", "meta_description": "Free Tableau Markdown bundle with workflows, source references, and tableau dashboard readiness plan for use with AI assistants.", "social_summary": "Tableau: tableau dashboard readiness plan, workflows, and review guidance", - "download_note": "19 Markdown files · 3,397 words · no signup · CC-BY-4.0", + "download_note": "19 Markdown files \u00b7 3,397 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Tableau", "Teams working in analytics, data, business-intelligence" @@ -54897,7 +54897,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Tableau and produce Tableau dashboard readiness plan that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with salesforce.com — Analytics / Tableau, then confirm that the reference is current and applicable. Inspect Tableau before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Tableau and produce Tableau dashboard readiness plan that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with salesforce.com \u2014 Analytics / Tableau, then confirm that the reference is current and applicable. Inspect Tableau before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -54936,27 +54936,27 @@ }, "source_notes": [ { - "label": "salesforce.com — Analytics / Tableau", + "label": "salesforce.com \u2014 Analytics / Tableau", "url": "https://www.salesforce.com/analytics/tableau/", "used_for": "Product, platform, or operating reference for Tableau scope and source checks." }, { - "label": "help.tableau.com — En Us / Basicconnectoverview", + "label": "help.tableau.com \u2014 En Us / Basicconnectoverview", "url": "https://help.tableau.com/current/pro/desktop/en-us/basicconnectoverview.htm", "used_for": "Product, platform, or operating reference for Tableau scope and source checks." }, { - "label": "help.tableau.com — En Us / Datasource Plan", + "label": "help.tableau.com \u2014 En Us / Datasource Plan", "url": "https://help.tableau.com/current/pro/desktop/en-us/datasource_plan.htm", "used_for": "Product, platform, or operating reference for Tableau scope and source checks." }, { - "label": "help.tableau.com — En Us / Relate Tables", + "label": "help.tableau.com \u2014 En Us / Relate Tables", "url": "https://help.tableau.com/current/pro/desktop/en-us/relate_tables.htm", "used_for": "Product, platform, or operating reference for Tableau scope and source checks." }, { - "label": "help.tableau.com — En Us / Joining Tables", + "label": "help.tableau.com \u2014 En Us / Joining Tables", "url": "https://help.tableau.com/current/pro/desktop/en-us/joining_tables.htm", "used_for": "Product, platform, or operating reference for Tableau scope and source checks." } @@ -55113,10 +55113,10 @@ }, "landing_page": { "definition": "A free, open-source set of 15 Markdown files for triaging TCPA (Telephone Consumer Protection Act) questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope TCPA (Telephone Consumer Protection Act) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is source-aware TCPA compliance brief. Start source review with fcc.gov — General / Telemarketing And Robocalls.", + "summary": "Use this bundle to scope TCPA (Telephone Consumer Protection Act) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is source-aware TCPA compliance brief. Start source review with fcc.gov \u2014 General / Telemarketing And Robocalls.", "meta_description": "Free TCPA Markdown bundle with workflows, source references, and source-aware TCPA compliance brief for use with AI assistants.", "social_summary": "TCPA: source-aware TCPA compliance brief, workflows, and review guidance", - "download_note": "15 Markdown files · 2,966 words · no signup · CC-BY-4.0", + "download_note": "15 Markdown files \u00b7 2,966 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing TCPA (Telephone Consumer Protection Act)", "Teams working in cross-industry, sales, marketing" @@ -55129,7 +55129,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess TCPA (Telephone Consumer Protection Act) and draft source-aware TCPA compliance brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with fcc.gov — General / Telemarketing And Robocalls, then confirm that the reference is current and applicable. Inspect TCPA Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess TCPA (Telephone Consumer Protection Act) and draft source-aware TCPA compliance brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with fcc.gov \u2014 General / Telemarketing And Robocalls, then confirm that the reference is current and applicable. Inspect TCPA Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -55168,27 +55168,27 @@ }, "source_notes": [ { - "label": "fcc.gov — General / Telemarketing And Robocalls", + "label": "fcc.gov \u2014 General / Telemarketing And Robocalls", "url": "https://www.fcc.gov/general/telemarketing-and-robocalls", "used_for": "Legal, regulatory, standards, or agency reference for TCPA scope and source checks." }, { - "label": "fcc.gov — Guides / Stop Unwanted Robocalls And Texts", + "label": "fcc.gov \u2014 Guides / Stop Unwanted Robocalls And Texts", "url": "https://www.fcc.gov/consumers/guides/stop-unwanted-robocalls-and-texts", "used_for": "Legal, regulatory, standards, or agency reference for TCPA scope and source checks." }, { - "label": "Electronic Code of Federal Regulations — Subpart L / Section 64.1200", + "label": "Electronic Code of Federal Regulations \u2014 Subpart L / Section 64.1200", "url": "https://www.ecfr.gov/current/title-47/chapter-I/subchapter-B/part-64/subpart-L/section-64.1200", "used_for": "Legal, regulatory, standards, or agency reference for TCPA scope and source checks." }, { - "label": "fcc.gov — Guides / Faqs About Junk Faxes", + "label": "fcc.gov \u2014 Guides / Faqs About Junk Faxes", "url": "https://www.fcc.gov/consumers/guides/faqs-about-junk-faxes", "used_for": "Legal, regulatory, standards, or agency reference for TCPA scope and source checks." }, { - "label": "U.S. Federal Trade Commission — Resources / Complying Telemarketing Sales Rule", + "label": "U.S. Federal Trade Commission \u2014 Resources / Complying Telemarketing Sales Rule", "url": "https://www.ftc.gov/business-guidance/resources/complying-telemarketing-sales-rule", "used_for": "Legal, regulatory, standards, or agency reference for TCPA scope and source checks." } @@ -55410,7 +55410,7 @@ "summary": "Use this bundle to plan and review Technical Product Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide and a workflow; the intended output is technical PRD and API change brief.", "meta_description": "Free Technical Product Manager Markdown bundle with workflows, source references, and technical PRD and aPI change brief for use with AI assistants.", "social_summary": "Technical Product Manager: technical PRD and aPI change brief, workflows, and review guidance", - "download_note": "32 Markdown files · 4,555 words · no signup · CC-BY-4.0", + "download_note": "32 Markdown files \u00b7 4,555 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Technical Product Manager work, plus teams reviewing its decisions and outputs", "Teams working in software, saas, digital-products" @@ -55621,7 +55621,7 @@ "summary": "Use this bundle to apply US GAAP to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, a workflow, and a template; the intended output is Accounting research memo. Start source review with FASB Standards.", "meta_description": "Free US GAAP Markdown bundle with workflows, source references, and accounting research memo for use with AI assistants.", "social_summary": "US GAAP: accounting research memo, workflows, and review guidance", - "download_note": "17 Markdown files · 2,553 words · no signup · CC-BY-4.0", + "download_note": "17 Markdown files \u00b7 2,553 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using US GAAP to structure analysis, decisions, facilitation, or review", "Teams working in cross-industry, finance, accounting" @@ -55836,10 +55836,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Warehouse Manager role.", - "summary": "Use this bundle to plan and review Warehouse Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, a template, and a quality rubric; the intended output is warehouse operations decision brief. Start source review with O*NET OnLine — Summary / 11 3071.00.", + "summary": "Use this bundle to plan and review Warehouse Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, a workflow, a template, and a quality rubric; the intended output is warehouse operations decision brief. Start source review with O*NET OnLine \u2014 Summary / 11 3071.00.", "meta_description": "Free Warehouse Manager Markdown bundle with workflows, source references, and warehouse operations decision brief for use with AI assistants.", "social_summary": "Warehouse Manager: warehouse operations decision brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,205 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,205 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Warehouse Manager work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry" @@ -55852,7 +55852,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Warehouse Manager work by producing warehouse operations decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 11 3071.00, then confirm that the reference is current and applicable. Inspect Warehouse Manager Role before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Warehouse Manager work by producing warehouse operations decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 11 3071.00, then confirm that the reference is current and applicable. Inspect Warehouse Manager Role before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -55884,17 +55884,17 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 11 3071.00", + "label": "O*NET OnLine \u2014 Summary / 11 3071.00", "url": "https://www.onetonline.org/link/summary/11-3071.00", "used_for": "Role or occupation reference for Warehouse Manager scope and source checks." }, { - "label": "bls.gov — Management / Transportation Storage And Distribution Managers", + "label": "bls.gov \u2014 Management / Transportation Storage And Distribution Managers", "url": "https://www.bls.gov/ooh/management/transportation-storage-and-distribution-managers.htm", "used_for": "Role or occupation reference for Warehouse Manager scope and source checks." }, { - "label": "osha.gov — Standardnumber / 1910", + "label": "osha.gov \u2014 Standardnumber / 1910", "url": "https://www.osha.gov/laws-regs/regulations/standardnumber/1910", "used_for": "Role or occupation reference for Warehouse Manager scope and source checks." } @@ -56052,7 +56052,7 @@ "summary": "Use this bundle to scope WCAG (Web Content Accessibility Guidelines) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is source-aware WCAG brief. Start source review with W3C/WAI WCAG 2 Overview.", "meta_description": "Free WCAG Markdown bundle with workflows, source references, and source-aware WCAG brief for use with AI assistants.", "social_summary": "WCAG: source-aware WCAG brief, workflows, and review guidance", - "download_note": "11 Markdown files · 2,232 words · no signup · CC-BY-4.0", + "download_note": "11 Markdown files \u00b7 2,232 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing WCAG (Web Content Accessibility Guidelines)", "Teams working in cross-industry" @@ -56287,10 +56287,10 @@ ], "landing_page": { "definition": "A free, open-source set of 19 Markdown files for planning, reviewing, and carrying out evidence-based work with Zendesk.", - "summary": "Use this bundle to plan or review work in Zendesk before changing live data or configuration. The page previews a tool guide, a workflow, and a template; the intended output is Zendesk change plan. Start source review with developer.zendesk.com — API Reference.", + "summary": "Use this bundle to plan or review work in Zendesk before changing live data or configuration. The page previews a tool guide, a workflow, and a template; the intended output is Zendesk change plan. Start source review with developer.zendesk.com \u2014 API Reference.", "meta_description": "Free Zendesk Markdown bundle with workflows, source references, and zendesk change plan for use with AI assistants.", "social_summary": "Zendesk: zendesk change plan, workflows, and review guidance", - "download_note": "19 Markdown files · 3,411 words · no signup · CC-BY-4.0", + "download_note": "19 Markdown files \u00b7 3,411 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Zendesk", "Teams working in customer-service, customer-support, contact-center" @@ -56303,7 +56303,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Zendesk and produce Zendesk change plan that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with developer.zendesk.com — API Reference, then confirm that the reference is current and applicable. Inspect Zendesk before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Zendesk and produce Zendesk change plan that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with developer.zendesk.com \u2014 API Reference, then confirm that the reference is current and applicable. Inspect Zendesk before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -56342,7 +56342,7 @@ }, "source_notes": [ { - "label": "developer.zendesk.com — API Reference", + "label": "developer.zendesk.com \u2014 API Reference", "url": "https://developer.zendesk.com/api-reference/", "used_for": "Product, platform, or operating reference for Zendesk scope and source checks." }, @@ -56498,7 +56498,7 @@ "summary": "Use this bundle to scope FERPA (Family Educational Rights and Privacy Act) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FERPA (Family Educational Rights and Privacy Act) source-aware brief. Start source review with studentprivacy.ed.gov.", "meta_description": "Free FERPA (Family Educational Rights and Privacy Act) Markdown bundle with workflows, source references, and fERPA (Family Educational Rights and Privacy.", "social_summary": "FERPA (Family Educational Rights and Privacy Act): fERPA (Family Educational Rights and Privacy Act).", - "download_note": "10 Markdown files · 857 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 857 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FERPA (Family Educational Rights and Privacy Act)", "Teams working in Educational agencies and institutions receiving US Dept. of Education funds" @@ -56708,7 +56708,7 @@ "summary": "Use this bundle to scope Report of Assets and Liabilities of U.S. Branches and Agencies of Foreign Banks (FFIEC 002) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Report of Assets and Liabilities of U.S.", "meta_description": "Free Report of Assets and Liabilities of U.S. Branches and Agencies of Foreign Banks (FFIEC 002) Markdown bundle with workflows, source references, and.", "social_summary": "Report of Assets and Liabilities of U.S. Branches and Agencies of Foreign Banks (FFIEC 002): report of.", - "download_note": "10 Markdown files · 1,019 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,019 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Report of Assets and Liabilities of U.S. Branches and Agencies of Foreign Banks (FFIEC 002)", "Teams working in Banks, depository institutions, and bank holding companies" @@ -56721,7 +56721,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Report of Assets and Liabilities of U.S. Branches and Agencies of Foreign Banks (FFIEC 002) and draft Report of Assets and Liabilities of U.S. Branches and Agencies of Foreign Banks (FFIEC 002) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with ffiec.gov — Reporting Forms / Ffiec002, then confirm that the reference is current and applicable. Inspect Report of Assets and Liabilities of U.S. Branches and Agencies of Foreign Banks (FFIEC 002) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Report of Assets and Liabilities of U.S. Branches and Agencies of Foreign Banks (FFIEC 002) and draft Report of Assets and Liabilities of U.S. Branches and Agencies of Foreign Banks (FFIEC 002) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with ffiec.gov \u2014 Reporting Forms / Ffiec002, then confirm that the reference is current and applicable. Inspect Report of Assets and Liabilities of U.S. Branches and Agencies of Foreign Banks (FFIEC 002) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -56753,7 +56753,7 @@ ], "source_notes": [ { - "label": "ffiec.gov — Reporting Forms / Ffiec002", + "label": "ffiec.gov \u2014 Reporting Forms / Ffiec002", "url": "https://www.ffiec.gov/resources/reporting-forms/ffiec002", "used_for": "Legal, regulatory, standards, or agency reference for Report of Assets and Liabilities of U.S. Branches and Agencies of Foreign Banks (FFIEC 002) scope and source checks." } @@ -56914,7 +56914,7 @@ "summary": "Use this bundle to scope FHA Appraiser Roster & Appraisal Standards questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FHA Appraiser Roster & Appraisal Standards source-aware brief. Start source review with U.S.", "meta_description": "Free FHA Appraiser Roster & Appraisal Standards Markdown bundle with workflows, source references, and fHA Appraiser Roster & Appraisal Standards.", "social_summary": "FHA Appraiser Roster & Appraisal Standards: fHA Appraiser Roster & Appraisal Standards source-aware.", - "download_note": "10 Markdown files · 823 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 823 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FHA Appraiser Roster & Appraisal Standards", "Teams working in Real estate brokerages, agents, property managers, and residential mortgage lenders" @@ -56927,7 +56927,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FHA Appraiser Roster & Appraisal Standards and draft FHA Appraiser Roster & Appraisal Standards source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Housing and Urban Development — Hud Partners / Single Family Appraisers Starting, then confirm that the reference is current and applicable. Inspect FHA Appraiser Roster & Appraisal Standards Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FHA Appraiser Roster & Appraisal Standards and draft FHA Appraiser Roster & Appraisal Standards source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Housing and Urban Development \u2014 Hud Partners / Single Family Appraisers Starting, then confirm that the reference is current and applicable. Inspect FHA Appraiser Roster & Appraisal Standards Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -56959,7 +56959,7 @@ ], "source_notes": [ { - "label": "U.S. Department of Housing and Urban Development — Hud Partners / Single Family Appraisers Starting", + "label": "U.S. Department of Housing and Urban Development \u2014 Hud Partners / Single Family Appraisers Starting", "url": "https://www.hud.gov/hud-partners/single-family-appraisers-starting", "used_for": "Legal, regulatory, standards, or agency reference for FHA Appraiser Roster & Appraisal Standards scope and source checks." } @@ -57121,7 +57121,7 @@ "summary": "Use this bundle to scope FHA Borrower & Party Eligibility Screening questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FHA Borrower & Party Eligibility Screening source-aware brief. Start source review with U.S.", "meta_description": "Free FHA Borrower & Party Eligibility Screening Markdown bundle with workflows, source references, and fHA Borrower & Party Eligibility Screening.", "social_summary": "FHA Borrower & Party Eligibility Screening: fHA Borrower & Party Eligibility Screening source-aware.", - "download_note": "10 Markdown files · 823 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 823 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FHA Borrower & Party Eligibility Screening", "Teams working in Real estate brokerages, agents, property managers, and residential mortgage lenders" @@ -57134,7 +57134,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FHA Borrower & Party Eligibility Screening and draft FHA Borrower & Party Eligibility Screening source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Housing and Urban Development — Hud Partners / Single Family Handbook 4000 1, then confirm that the reference is current and applicable. Inspect FHA Borrower & Party Eligibility Screening Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FHA Borrower & Party Eligibility Screening and draft FHA Borrower & Party Eligibility Screening source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Housing and Urban Development \u2014 Hud Partners / Single Family Handbook 4000 1, then confirm that the reference is current and applicable. Inspect FHA Borrower & Party Eligibility Screening Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -57166,7 +57166,7 @@ ], "source_notes": [ { - "label": "U.S. Department of Housing and Urban Development — Hud Partners / Single Family Handbook 4000 1", + "label": "U.S. Department of Housing and Urban Development \u2014 Hud Partners / Single Family Handbook 4000 1", "url": "https://www.hud.gov/hud-partners/single-family-handbook-4000-1", "used_for": "Legal, regulatory, standards, or agency reference for FHA Borrower & Party Eligibility Screening scope and source checks." } @@ -57325,10 +57325,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging FHA Case Processing & Insurance Endorsement questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope FHA Case Processing & Insurance Endorsement questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FHA Case Processing & Insurance Endorsement source-aware brief. Start source review with entp.hud.gov — Clas / FAQ Cp.cfm.", + "summary": "Use this bundle to scope FHA Case Processing & Insurance Endorsement questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FHA Case Processing & Insurance Endorsement source-aware brief. Start source review with entp.hud.gov \u2014 Clas / FAQ Cp.cfm.", "meta_description": "Free FHA Case Processing & Insurance Endorsement Markdown bundle with workflows, source references, and fHA Case Processing & Insurance Endorsement.", "social_summary": "FHA Case Processing & Insurance Endorsement: fHA Case Processing & Insurance Endorsement source-aware.", - "download_note": "10 Markdown files · 824 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 824 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FHA Case Processing & Insurance Endorsement", "Teams working in Real estate brokerages, agents, property managers, and residential mortgage lenders" @@ -57341,7 +57341,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FHA Case Processing & Insurance Endorsement and draft FHA Case Processing & Insurance Endorsement source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with entp.hud.gov — Clas / FAQ Cp.cfm, then confirm that the reference is current and applicable. Inspect FHA Case Processing & Insurance Endorsement Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FHA Case Processing & Insurance Endorsement and draft FHA Case Processing & Insurance Endorsement source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with entp.hud.gov \u2014 Clas / FAQ Cp.cfm, then confirm that the reference is current and applicable. Inspect FHA Case Processing & Insurance Endorsement Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -57373,7 +57373,7 @@ ], "source_notes": [ { - "label": "entp.hud.gov — Clas / FAQ Cp.cfm", + "label": "entp.hud.gov \u2014 Clas / FAQ Cp.cfm", "url": "https://entp.hud.gov/clas/faq-cp.cfm", "used_for": "Legal, regulatory, standards, or agency reference for FHA Case Processing & Insurance Endorsement scope and source checks." } @@ -57536,7 +57536,7 @@ "summary": "Use this bundle to scope FHA Default Servicing & Loss Mitigation questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FHA Default Servicing & Loss Mitigation source-aware brief. Start source review with U.S.", "meta_description": "Free FHA Default Servicing & Loss Mitigation Markdown bundle with workflows, source references, and fHA Default Servicing & Loss Mitigation source-aware.", "social_summary": "FHA Default Servicing & Loss Mitigation: fHA Default Servicing & Loss Mitigation source-aware brief.", - "download_note": "10 Markdown files · 825 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 825 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FHA Default Servicing & Loss Mitigation", "Teams working in Real estate brokerages, agents, property managers, and residential mortgage lenders" @@ -57549,7 +57549,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FHA Default Servicing & Loss Mitigation and draft FHA Default Servicing & Loss Mitigation source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Housing and Urban Development — FHACatalyst / Sfdmsreporting, then confirm that the reference is current and applicable. Inspect FHA Default Servicing & Loss Mitigation Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FHA Default Servicing & Loss Mitigation and draft FHA Default Servicing & Loss Mitigation source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Housing and Urban Development \u2014 FHACatalyst / Sfdmsreporting, then confirm that the reference is current and applicable. Inspect FHA Default Servicing & Loss Mitigation Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -57581,7 +57581,7 @@ ], "source_notes": [ { - "label": "U.S. Department of Housing and Urban Development — FHACatalyst / Sfdmsreporting", + "label": "U.S. Department of Housing and Urban Development \u2014 FHACatalyst / Sfdmsreporting", "url": "https://www.hud.gov/program_offices/housing/FHACatalyst/sfdmsreporting", "used_for": "Legal, regulatory, standards, or agency reference for FHA Default Servicing & Loss Mitigation scope and source checks." } @@ -57742,7 +57742,7 @@ "summary": "Use this bundle to scope FHA HECM (Reverse Mortgage) Requirements questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FHA HECM (Reverse Mortgage) Requirements source-aware brief. Start source review with U.S.", "meta_description": "Free FHA HECM (Reverse Mortgage) Requirements Markdown bundle with workflows, source references, and fHA HECM (Reverse Mortgage) Requirements source-aware.", "social_summary": "FHA HECM (Reverse Mortgage) Requirements: fHA HECM (Reverse Mortgage) Requirements source-aware brief.", - "download_note": "10 Markdown files · 824 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 824 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FHA HECM (Reverse Mortgage) Requirements", "Teams working in Real estate brokerages, agents, property managers, and residential mortgage lenders" @@ -57755,7 +57755,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FHA HECM (Reverse Mortgage) Requirements and draft FHA HECM (Reverse Mortgage) Requirements source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Housing and Urban Development — Sfh / Handbook 4000 1, then confirm that the reference is current and applicable. Inspect FHA HECM (Reverse Mortgage) Requirements Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FHA HECM (Reverse Mortgage) Requirements and draft FHA HECM (Reverse Mortgage) Requirements source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Housing and Urban Development \u2014 Sfh / Handbook 4000 1, then confirm that the reference is current and applicable. Inspect FHA HECM (Reverse Mortgage) Requirements Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -57787,7 +57787,7 @@ ], "source_notes": [ { - "label": "U.S. Department of Housing and Urban Development — Sfh / Handbook 4000 1", + "label": "U.S. Department of Housing and Urban Development \u2014 Sfh / Handbook 4000 1", "url": "https://www.hud.gov/program_offices/housing/sfh/handbook_4000-1", "used_for": "Legal, regulatory, standards, or agency reference for FHA HECM (Reverse Mortgage) Requirements scope and source checks." } @@ -57949,7 +57949,7 @@ "summary": "Use this bundle to scope FHA Lender/Mortgagee Approval & Recertification questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FHA Lender/Mortgagee Approval & Recertification source-aware brief. Start source review with U.S.", "meta_description": "Free FHA Lender/Mortgagee Approval & Recertification Markdown bundle with workflows, source references, and fHA Lender/Mortgagee Approval & Recertification.", "social_summary": "FHA Lender/Mortgagee Approval & Recertification: fHA Lender/Mortgagee Approval & Recertification.", - "download_note": "10 Markdown files · 827 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 827 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FHA Lender/Mortgagee Approval & Recertification", "Teams working in Real estate brokerages, agents, property managers, and residential mortgage lenders" @@ -57962,7 +57962,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FHA Lender/Mortgagee Approval & Recertification and draft FHA Lender/Mortgagee Approval & Recertification source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Housing and Urban Development — Approvals Renewals / Sfh Recertification, then confirm that the reference is current and applicable. Inspect FHA Lender/Mortgagee Approval & Recertification Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FHA Lender/Mortgagee Approval & Recertification and draft FHA Lender/Mortgagee Approval & Recertification source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Housing and Urban Development \u2014 Approvals Renewals / Sfh Recertification, then confirm that the reference is current and applicable. Inspect FHA Lender/Mortgagee Approval & Recertification Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -57994,7 +57994,7 @@ ], "source_notes": [ { - "label": "U.S. Department of Housing and Urban Development — Approvals Renewals / Sfh Recertification", + "label": "U.S. Department of Housing and Urban Development \u2014 Approvals Renewals / Sfh Recertification", "url": "https://www.hud.gov/program_offices/housing/sfh/lender/approvals_renewals/sfh_recertification", "used_for": "Legal, regulatory, standards, or agency reference for FHA Lender/Mortgagee Approval & Recertification scope and source checks." } @@ -58157,7 +58157,7 @@ "summary": "Use this bundle to scope FHA Quality Control Plan & Findings Reporting questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FHA Quality Control Plan & Findings Reporting source-aware brief. Start source review with U.S.", "meta_description": "Free FHA Quality Control Plan & Findings Reporting Markdown bundle with workflows, source references, and fHA Quality Control Plan & Findings Reporting.", "social_summary": "FHA Quality Control Plan & Findings Reporting: fHA Quality Control Plan & Findings Reporting.", - "download_note": "10 Markdown files · 842 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 842 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FHA Quality Control Plan & Findings Reporting", "Teams working in Real estate brokerages, agents, property managers, and residential mortgage lenders" @@ -58170,7 +58170,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FHA Quality Control Plan & Findings Reporting and draft FHA Quality Control Plan & Findings Reporting source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Housing and Urban Development — Hud Partners / Single Family Handbook 4000 1, then confirm that the reference is current and applicable. Inspect FHA Quality Control Plan & Findings Reporting Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FHA Quality Control Plan & Findings Reporting and draft FHA Quality Control Plan & Findings Reporting source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Housing and Urban Development \u2014 Hud Partners / Single Family Handbook 4000 1, then confirm that the reference is current and applicable. Inspect FHA Quality Control Plan & Findings Reporting Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -58202,7 +58202,7 @@ ], "source_notes": [ { - "label": "U.S. Department of Housing and Urban Development — Hud Partners / Single Family Handbook 4000 1", + "label": "U.S. Department of Housing and Urban Development \u2014 Hud Partners / Single Family Handbook 4000 1", "url": "https://www.hud.gov/hud-partners/single-family-handbook-4000-1", "used_for": "Legal, regulatory, standards, or agency reference for FHA Quality Control Plan & Findings Reporting scope and source checks." } @@ -58363,7 +58363,7 @@ "summary": "Use this bundle to scope Fiduciary Activities of National Banks questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Fiduciary Activities of National Banks source-aware brief.", "meta_description": "Free Fiduciary Activities of National Banks Markdown bundle with workflows, source references, and fiduciary Activities of National Banks source-aware.", "social_summary": "Fiduciary Activities of National Banks: fiduciary Activities of National Banks source-aware brief.", - "download_note": "10 Markdown files · 818 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 818 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Fiduciary Activities of National Banks", "Teams working in Banks, depository institutions, and bank holding companies" @@ -58376,7 +58376,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Fiduciary Activities of National Banks and draft Fiduciary Activities of National Banks source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Chapter I / Part 9, then confirm that the reference is current and applicable. Inspect Fiduciary Activities of National Banks Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Fiduciary Activities of National Banks and draft Fiduciary Activities of National Banks source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Chapter I / Part 9, then confirm that the reference is current and applicable. Inspect Fiduciary Activities of National Banks Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -58408,7 +58408,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Chapter I / Part 9", + "label": "Electronic Code of Federal Regulations \u2014 Chapter I / Part 9", "url": "https://www.ecfr.gov/current/title-12/chapter-I/part-9", "used_for": "Legal, regulatory, standards, or agency reference for Fiduciary Activities of National Banks scope and source checks." } @@ -58571,7 +58571,7 @@ "summary": "Use this bundle to scope Notification of Financial/Recordkeeping Difficulties (Rule 17a-11) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Notification of Financial/Recordkeeping Difficulties (Rule 17a-11) source-aware brief.", "meta_description": "Free Notification of Financial/Recordkeeping Difficulties (Rule 17a-11) Markdown bundle with workflows, source references, and notification of.", "social_summary": "Notification of Financial/Recordkeeping Difficulties (Rule 17a-11): notification of.", - "download_note": "10 Markdown files · 853 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 853 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Notification of Financial/Recordkeeping Difficulties (Rule 17a-11)", "Teams working in Broker-dealers and registered investment advisers" @@ -58584,7 +58584,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Notification of Financial/Recordkeeping Difficulties (Rule 17a-11) and draft Notification of Financial/Recordkeeping Difficulties (Rule 17a-11) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA — Interpretations Financial Operational Rules / Sea Rule 17a 11 And Related Interpretations, then confirm that the reference is current and applicable. Inspect Notification of Financial/Recordkeeping Difficulties (Rule 17a-11) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Notification of Financial/Recordkeeping Difficulties (Rule 17a-11) and draft Notification of Financial/Recordkeeping Difficulties (Rule 17a-11) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA \u2014 Interpretations Financial Operational Rules / Sea Rule 17a 11 And Related Interpretations, then confirm that the reference is current and applicable. Inspect Notification of Financial/Recordkeeping Difficulties (Rule 17a-11) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -58616,7 +58616,7 @@ ], "source_notes": [ { - "label": "FINRA — Interpretations Financial Operational Rules / Sea Rule 17a 11 And Related Interpretations", + "label": "FINRA \u2014 Interpretations Financial Operational Rules / Sea Rule 17a 11 And Related Interpretations", "url": "https://www.finra.org/rules-guidance/guidance/interpretations-financial-operational-rules/sea-rule-17a-11-and-related-interpretations", "used_for": "Legal, regulatory, standards, or agency reference for Notification of Financial/Recordkeeping Difficulties (Rule 17a-11) scope and source checks." } @@ -58778,7 +58778,7 @@ "summary": "Use this bundle to scope Financial Viability Risk Assessment Requirements 2021 questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Financial Viability Risk Assessment Requirements 2021 source-aware brief.", "meta_description": "Free Financial Viability Risk Assessment Requirements 2021 Markdown bundle with workflows, source references, and financial Viability Risk Assessment.", "social_summary": "Financial Viability Risk Assessment Requirements 2021: financial Viability Risk Assessment Requirements.", - "download_note": "10 Markdown files · 832 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 832 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Financial Viability Risk Assessment Requirements 2021", "Teams working in Vocational Education and Training (VET)" @@ -58791,7 +58791,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Financial Viability Risk Assessment Requirements 2021 and draft Financial Viability Risk Assessment Requirements 2021 source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with legislation.gov.au — Latest / Text, then confirm that the reference is current and applicable. Inspect Financial Viability Risk Assessment Requirements 2021 Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Financial Viability Risk Assessment Requirements 2021 and draft Financial Viability Risk Assessment Requirements 2021 source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with legislation.gov.au \u2014 Latest / Text, then confirm that the reference is current and applicable. Inspect Financial Viability Risk Assessment Requirements 2021 Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -58823,7 +58823,7 @@ ], "source_notes": [ { - "label": "legislation.gov.au — Latest / Text", + "label": "legislation.gov.au \u2014 Latest / Text", "url": "https://www.legislation.gov.au/F2021L01040/latest/text", "used_for": "Legal, regulatory, standards, or agency reference for Financial Viability Risk Assessment Requirements 2021 scope and source checks." } @@ -58986,7 +58986,7 @@ "summary": "Use this bundle to scope FinCEN AML/BSA Program for RMLOs questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FinCEN AML/BSA Program for RMLOs source-aware brief.", "meta_description": "Free FinCEN AML/BSA Program for RMLOs Markdown bundle with workflows, source references, and finCEN AML/BSA Program for RMLOs source-aware brief for use.", "social_summary": "FinCEN AML/BSA Program for RMLOs: finCEN AML/BSA Program for RMLOs source-aware brief, workflows, and.", - "download_note": "10 Markdown files · 846 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 846 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FinCEN AML/BSA Program for RMLOs", "Teams working in Real estate brokerages, agents, property managers, and residential mortgage lenders" @@ -58999,7 +58999,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FinCEN AML/BSA Program for RMLOs and draft FinCEN AML/BSA Program for RMLOs source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with federalregister.gov — 2012 3074 / Anti Money Laundering Program And Suspicious Activity Report Filing Requirements For Residential, then confirm that the reference is current and applicable. Inspect FinCEN AML/BSA Program for RMLOs Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FinCEN AML/BSA Program for RMLOs and draft FinCEN AML/BSA Program for RMLOs source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with federalregister.gov \u2014 2012 3074 / Anti Money Laundering Program And Suspicious Activity Report Filing Requirements For Residential, then confirm that the reference is current and applicable. Inspect FinCEN AML/BSA Program for RMLOs Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -59031,7 +59031,7 @@ ], "source_notes": [ { - "label": "federalregister.gov — 2012 3074 / Anti Money Laundering Program And Suspicious Activity Report Filing Requirements For Residential", + "label": "federalregister.gov \u2014 2012 3074 / Anti Money Laundering Program And Suspicious Activity Report Filing Requirements For Residential", "url": "https://www.federalregister.gov/documents/2012/02/14/2012-3074/anti-money-laundering-program-and-suspicious-activity-report-filing-requirements-for-residential", "used_for": "Legal, regulatory, standards, or agency reference for FinCEN AML/BSA Program for RMLOs scope and source checks." } @@ -59195,7 +59195,7 @@ "summary": "Use this bundle to scope FinCEN Special Measures and Geographic Targeting Orders questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FinCEN Special Measures and Geographic Targeting Orders source-aware brief.", "meta_description": "Free FinCEN Special Measures and Geographic Targeting Orders Markdown bundle with workflows, source references, and finCEN Special Measures and Geographic.", "social_summary": "FinCEN Special Measures and Geographic Targeting Orders: finCEN Special Measures and Geographic.", - "download_note": "10 Markdown files · 856 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 856 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FinCEN Special Measures and Geographic Targeting Orders", "Teams working in Banks, depository institutions, and bank holding companies" @@ -59208,7 +59208,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FinCEN Special Measures and Geographic Targeting Orders and draft FinCEN Special Measures and Geographic Targeting Orders source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with bsaaml.ffiec.gov — AssessingComplianceWithBSARegulatoryRequirements / 15, then confirm that the reference is current and applicable. Inspect FinCEN Special Measures and Geographic Targeting Orders Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FinCEN Special Measures and Geographic Targeting Orders and draft FinCEN Special Measures and Geographic Targeting Orders source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with bsaaml.ffiec.gov \u2014 AssessingComplianceWithBSARegulatoryRequirements / 15, then confirm that the reference is current and applicable. Inspect FinCEN Special Measures and Geographic Targeting Orders Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -59240,7 +59240,7 @@ ], "source_notes": [ { - "label": "bsaaml.ffiec.gov — AssessingComplianceWithBSARegulatoryRequirements / 15", + "label": "bsaaml.ffiec.gov \u2014 AssessingComplianceWithBSARegulatoryRequirements / 15", "url": "https://bsaaml.ffiec.gov/manual/AssessingComplianceWithBSARegulatoryRequirements/15", "used_for": "Legal, regulatory, standards, or agency reference for FinCEN Special Measures and Geographic Targeting Orders scope and source checks." } @@ -59401,7 +59401,7 @@ "summary": "Use this bundle to scope Fingerprinting of Securities Industry Personnel (Rule 17f-2) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Fingerprinting of Securities Industry Personnel (Rule 17f-2) source-aware brief.", "meta_description": "Free Fingerprinting of Securities Industry Personnel (Rule 17f-2) Markdown bundle with workflows, source references, and fingerprinting of Securities.", "social_summary": "Fingerprinting of Securities Industry Personnel (Rule 17f-2): fingerprinting of Securities Industry.", - "download_note": "10 Markdown files · 855 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 855 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Fingerprinting of Securities Industry Personnel (Rule 17f-2)", "Teams working in Broker-dealers and registered investment advisers" @@ -59414,7 +59414,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Fingerprinting of Securities Industry Personnel (Rule 17f-2) and draft Fingerprinting of Securities Industry Personnel (Rule 17f-2) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subject Group ECFR9a3b1ee5e7a78f3 / Section 240.17f 2, then confirm that the reference is current and applicable. Inspect Fingerprinting of Securities Industry Personnel (Rule 17f-2) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Fingerprinting of Securities Industry Personnel (Rule 17f-2) and draft Fingerprinting of Securities Industry Personnel (Rule 17f-2) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subject Group ECFR9a3b1ee5e7a78f3 / Section 240.17f 2, then confirm that the reference is current and applicable. Inspect Fingerprinting of Securities Industry Personnel (Rule 17f-2) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -59446,7 +59446,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subject Group ECFR9a3b1ee5e7a78f3 / Section 240.17f 2", + "label": "Electronic Code of Federal Regulations \u2014 Subject Group ECFR9a3b1ee5e7a78f3 / Section 240.17f 2", "url": "https://www.ecfr.gov/current/title-17/chapter-II/part-240/subpart-A/subject-group-ECFR9a3b1ee5e7a78f3/section-240.17f-2", "used_for": "Legal, regulatory, standards, or agency reference for Fingerprinting of Securities Industry Personnel (Rule 17f-2) scope and source checks." } @@ -59604,10 +59604,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging FINRA Communications with the Public (Rule 2210) questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope FINRA Communications with the Public (Rule 2210) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FINRA Communications with the Public (Rule 2210) source-aware brief. Start source review with FINRA — Finra Rules / 2210.", + "summary": "Use this bundle to scope FINRA Communications with the Public (Rule 2210) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FINRA Communications with the Public (Rule 2210) source-aware brief. Start source review with FINRA \u2014 Finra Rules / 2210.", "meta_description": "Free FINRA Communications with the Public (Rule 2210) Markdown bundle with workflows, source references, and fINRA Communications with the Public (Rule.", "social_summary": "FINRA Communications with the Public (Rule 2210): fINRA Communications with the Public (Rule 2210).", - "download_note": "10 Markdown files · 850 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 850 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FINRA Communications with the Public (Rule 2210)", "Teams working in Broker-dealers and registered investment advisers" @@ -59620,7 +59620,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FINRA Communications with the Public (Rule 2210) and draft FINRA Communications with the Public (Rule 2210) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA — Finra Rules / 2210, then confirm that the reference is current and applicable. Inspect FINRA Communications with the Public (Rule 2210) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FINRA Communications with the Public (Rule 2210) and draft FINRA Communications with the Public (Rule 2210) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA \u2014 Finra Rules / 2210, then confirm that the reference is current and applicable. Inspect FINRA Communications with the Public (Rule 2210) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -59652,7 +59652,7 @@ ], "source_notes": [ { - "label": "FINRA — Finra Rules / 2210", + "label": "FINRA \u2014 Finra Rules / 2210", "url": "https://www.finra.org/rules-guidance/rulebooks/finra-rules/2210", "used_for": "Legal, regulatory, standards, or agency reference for FINRA Communications with the Public (Rule 2210) scope and source checks." } @@ -59812,10 +59812,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging FINRA Member Contact Information (Rule 4517) questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope FINRA Member Contact Information (Rule 4517) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FINRA Member Contact Information (Rule 4517) source-aware brief. Start source review with FINRA — Finra Rules / 4517.", + "summary": "Use this bundle to scope FINRA Member Contact Information (Rule 4517) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FINRA Member Contact Information (Rule 4517) source-aware brief. Start source review with FINRA \u2014 Finra Rules / 4517.", "meta_description": "Free FINRA Member Contact Information (Rule 4517) Markdown bundle with workflows, source references, and fINRA Member Contact Information (Rule 4517).", "social_summary": "FINRA Member Contact Information (Rule 4517): fINRA Member Contact Information (Rule 4517) source-aware.", - "download_note": "10 Markdown files · 834 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 834 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FINRA Member Contact Information (Rule 4517)", "Teams working in Broker-dealers and registered investment advisers" @@ -59828,7 +59828,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FINRA Member Contact Information (Rule 4517) and draft FINRA Member Contact Information (Rule 4517) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA — Finra Rules / 4517, then confirm that the reference is current and applicable. Inspect FINRA Member Contact Information (Rule 4517) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FINRA Member Contact Information (Rule 4517) and draft FINRA Member Contact Information (Rule 4517) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA \u2014 Finra Rules / 4517, then confirm that the reference is current and applicable. Inspect FINRA Member Contact Information (Rule 4517) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -59860,7 +59860,7 @@ ], "source_notes": [ { - "label": "FINRA — Finra Rules / 4517", + "label": "FINRA \u2014 Finra Rules / 4517", "url": "https://www.finra.org/rules-guidance/rulebooks/finra-rules/4517", "used_for": "Legal, regulatory, standards, or agency reference for FINRA Member Contact Information (Rule 4517) scope and source checks." } @@ -60023,7 +60023,7 @@ "summary": "Use this bundle to scope FINRA Provision of Information and Testimony (Rule 8210) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FINRA Provision of Information and Testimony (Rule 8210) source-aware brief.", "meta_description": "Free FINRA Provision of Information and Testimony (Rule 8210) Markdown bundle with workflows, source references, and fINRA Provision of Information and.", "social_summary": "FINRA Provision of Information and Testimony (Rule 8210): fINRA Provision of Information and Testimony.", - "download_note": "10 Markdown files · 870 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 870 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FINRA Provision of Information and Testimony (Rule 8210)", "Teams working in Broker-dealers and registered investment advisers" @@ -60036,7 +60036,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FINRA Provision of Information and Testimony (Rule 8210) and draft FINRA Provision of Information and Testimony (Rule 8210) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA — Finra Rules / 8210, then confirm that the reference is current and applicable. Inspect FINRA Provision of Information and Testimony (Rule 8210) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FINRA Provision of Information and Testimony (Rule 8210) and draft FINRA Provision of Information and Testimony (Rule 8210) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA \u2014 Finra Rules / 8210, then confirm that the reference is current and applicable. Inspect FINRA Provision of Information and Testimony (Rule 8210) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -60068,7 +60068,7 @@ ], "source_notes": [ { - "label": "FINRA — Finra Rules / 8210", + "label": "FINRA \u2014 Finra Rules / 8210", "url": "https://www.finra.org/rules-guidance/rulebooks/finra-rules/8210", "used_for": "Legal, regulatory, standards, or agency reference for FINRA Provision of Information and Testimony (Rule 8210) scope and source checks." } @@ -60229,10 +60229,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging FINRA Membership Application Program (Forms NMA & CMA) questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope FINRA Membership Application Program (Forms NMA & CMA) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FINRA Membership Application Program (Forms NMA & CMA) source-aware brief. Start source review with FINRA — Finra Rules / 1014.", + "summary": "Use this bundle to scope FINRA Membership Application Program (Forms NMA & CMA) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FINRA Membership Application Program (Forms NMA & CMA) source-aware brief. Start source review with FINRA \u2014 Finra Rules / 1014.", "meta_description": "Free FINRA Membership Application Program (Forms NMA & CMA) Markdown bundle with workflows, source references, and fINRA Membership Application Program.", "social_summary": "FINRA Membership Application Program (Forms NMA & CMA): fINRA Membership Application Program (Forms NMA.", - "download_note": "10 Markdown files · 853 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 853 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FINRA Membership Application Program (Forms NMA & CMA)", "Teams working in Broker-dealers and registered investment advisers" @@ -60245,7 +60245,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FINRA Membership Application Program (Forms NMA & CMA) and draft FINRA Membership Application Program (Forms NMA & CMA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA — Finra Rules / 1014, then confirm that the reference is current and applicable. Inspect FINRA Membership Application Program (Forms NMA & CMA) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FINRA Membership Application Program (Forms NMA & CMA) and draft FINRA Membership Application Program (Forms NMA & CMA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA \u2014 Finra Rules / 1014, then confirm that the reference is current and applicable. Inspect FINRA Membership Application Program (Forms NMA & CMA) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -60277,7 +60277,7 @@ ], "source_notes": [ { - "label": "FINRA — Finra Rules / 1014", + "label": "FINRA \u2014 Finra Rules / 1014", "url": "https://www.finra.org/rules-guidance/rulebooks/finra-rules/1014", "used_for": "Legal, regulatory, standards, or agency reference for FINRA Membership Application Program (Forms NMA & CMA) scope and source checks." } @@ -60442,7 +60442,7 @@ "summary": "Use this bundle to scope FINRA OTC Market Access, Quotation, and Corporate Action Notification questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FINRA OTC Market Access, Quotation, and Corporate Action Notification source-aware brief.", "meta_description": "Free FINRA OTC Market Access, Quotation, and Corporate Action Notification Markdown bundle with workflows, source references, and fINRA OTC Market Access.", "social_summary": "FINRA OTC Market Access, Quotation, and Corporate Action Notification: fINRA OTC Market Access.", - "download_note": "10 Markdown files · 892 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 892 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FINRA OTC Market Access, Quotation, and Corporate Action Notification", "Teams working in Public companies (SEC-reporting) and quality-managed manufacturers" @@ -60455,7 +60455,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FINRA OTC Market Access, Quotation, and Corporate Action Notification and draft FINRA OTC Market Access, Quotation, and Corporate Action Notification source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA — Finra Rules / 6490, then confirm that the reference is current and applicable. Inspect FINRA OTC Market Access, Quotation, and Corporate Action Notification Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FINRA OTC Market Access, Quotation, and Corporate Action Notification and draft FINRA OTC Market Access, Quotation, and Corporate Action Notification source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA \u2014 Finra Rules / 6490, then confirm that the reference is current and applicable. Inspect FINRA OTC Market Access, Quotation, and Corporate Action Notification Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -60487,7 +60487,7 @@ ], "source_notes": [ { - "label": "FINRA — Finra Rules / 6490", + "label": "FINRA \u2014 Finra Rules / 6490", "url": "https://www.finra.org/rules-guidance/rulebooks/finra-rules/6490", "used_for": "Legal, regulatory, standards, or agency reference for FINRA OTC Market Access, Quotation, and Corporate Action Notification scope and source checks." } @@ -60645,10 +60645,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging FINRA Regulatory Fees (TAF & GIA) questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope FINRA Regulatory Fees (TAF & GIA) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FINRA Regulatory Fees (TAF & GIA) source-aware brief. Start source review with FINRA — Guidance / Trading Activity Fee.", + "summary": "Use this bundle to scope FINRA Regulatory Fees (TAF & GIA) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FINRA Regulatory Fees (TAF & GIA) source-aware brief. Start source review with FINRA \u2014 Guidance / Trading Activity Fee.", "meta_description": "Free FINRA Regulatory Fees (TAF & GIA) Markdown bundle with workflows, source references, and fINRA Regulatory Fees (TAF & GIA) source-aware brief for use.", "social_summary": "FINRA Regulatory Fees (TAF & GIA): fINRA Regulatory Fees (TAF & GIA) source-aware brief, workflows, and.", - "download_note": "10 Markdown files · 814 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 814 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FINRA Regulatory Fees (TAF & GIA)", "Teams working in Broker-dealers and registered investment advisers" @@ -60661,7 +60661,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FINRA Regulatory Fees (TAF & GIA) and draft FINRA Regulatory Fees (TAF & GIA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA — Guidance / Trading Activity Fee, then confirm that the reference is current and applicable. Inspect FINRA Regulatory Fees (TAF & GIA) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FINRA Regulatory Fees (TAF & GIA) and draft FINRA Regulatory Fees (TAF & GIA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA \u2014 Guidance / Trading Activity Fee, then confirm that the reference is current and applicable. Inspect FINRA Regulatory Fees (TAF & GIA) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -60693,7 +60693,7 @@ ], "source_notes": [ { - "label": "FINRA — Guidance / Trading Activity Fee", + "label": "FINRA \u2014 Guidance / Trading Activity Fee", "url": "https://www.finra.org/rules-guidance/guidance/trading-activity-fee", "used_for": "Legal, regulatory, standards, or agency reference for FINRA Regulatory Fees (TAF & GIA) scope and source checks." } @@ -60850,10 +60850,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging FINRA Reporting Requirements (Rule 4530) questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope FINRA Reporting Requirements (Rule 4530) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FINRA Reporting Requirements (Rule 4530) source-aware brief. Start source review with FINRA — Finra Rules / 4530.", + "summary": "Use this bundle to scope FINRA Reporting Requirements (Rule 4530) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FINRA Reporting Requirements (Rule 4530) source-aware brief. Start source review with FINRA \u2014 Finra Rules / 4530.", "meta_description": "Free FINRA Reporting Requirements (Rule 4530) Markdown bundle with workflows, source references, and fINRA Reporting Requirements (Rule 4530) source-aware.", "social_summary": "FINRA Reporting Requirements (Rule 4530): fINRA Reporting Requirements (Rule 4530) source-aware brief.", - "download_note": "10 Markdown files · 813 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 813 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FINRA Reporting Requirements (Rule 4530)", "Teams working in Broker-dealers and registered investment advisers" @@ -60866,7 +60866,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FINRA Reporting Requirements (Rule 4530) and draft FINRA Reporting Requirements (Rule 4530) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA — Finra Rules / 4530, then confirm that the reference is current and applicable. Inspect FINRA Reporting Requirements (Rule 4530) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FINRA Reporting Requirements (Rule 4530) and draft FINRA Reporting Requirements (Rule 4530) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA \u2014 Finra Rules / 4530, then confirm that the reference is current and applicable. Inspect FINRA Reporting Requirements (Rule 4530) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -60898,7 +60898,7 @@ ], "source_notes": [ { - "label": "FINRA — Finra Rules / 4530", + "label": "FINRA \u2014 Finra Rules / 4530", "url": "https://www.finra.org/rules-guidance/rulebooks/finra-rules/4530", "used_for": "Legal, regulatory, standards, or agency reference for FINRA Reporting Requirements (Rule 4530) scope and source checks." } @@ -61063,7 +61063,7 @@ "summary": "Use this bundle to scope FINRA Supervision & Compliance Certification (Rules 3110/3120/3130) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FINRA Supervision & Compliance Certification (Rules 3110/3120/3130) source-aware brief.", "meta_description": "Free FINRA Supervision & Compliance Certification (Rules 3110/3120/3130) Markdown bundle with workflows, source references, and fINRA Supervision &.", "social_summary": "FINRA Supervision & Compliance Certification (Rules 3110/3120/3130): fINRA Supervision & Compliance.", - "download_note": "10 Markdown files · 872 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 872 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FINRA Supervision & Compliance Certification (Rules 3110/3120/3130)", "Teams working in Broker-dealers and registered investment advisers" @@ -61076,7 +61076,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FINRA Supervision & Compliance Certification (Rules 3110/3120/3130) and draft FINRA Supervision & Compliance Certification (Rules 3110/3120/3130) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA — Finra Rules / 3130, then confirm that the reference is current and applicable. Inspect FINRA Supervision & Compliance Certification (Rules 3110/3120/3130) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FINRA Supervision & Compliance Certification (Rules 3110/3120/3130) and draft FINRA Supervision & Compliance Certification (Rules 3110/3120/3130) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA \u2014 Finra Rules / 3130, then confirm that the reference is current and applicable. Inspect FINRA Supervision & Compliance Certification (Rules 3110/3120/3130) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -61108,7 +61108,7 @@ ], "source_notes": [ { - "label": "FINRA — Finra Rules / 3130", + "label": "FINRA \u2014 Finra Rules / 3130", "url": "https://www.finra.org/rules-guidance/rulebooks/finra-rules/3130", "used_for": "Legal, regulatory, standards, or agency reference for FINRA Supervision & Compliance Certification (Rules 3110/3120/3130) scope and source checks." } @@ -61273,7 +61273,7 @@ "summary": "Use this bundle to scope FINRA OTC Trade Reporting and Clearance (ORF/TRACE/ADF) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FINRA OTC Trade Reporting and Clearance (ORF/TRACE/ADF) source-aware brief.", "meta_description": "Free FINRA OTC Trade Reporting and Clearance (ORF/TRACE/ADF) Markdown bundle with workflows, source references, and fINRA OTC Trade Reporting and Clearance.", "social_summary": "FINRA OTC Trade Reporting and Clearance (ORF/TRACE/ADF): fINRA OTC Trade Reporting and Clearance.", - "download_note": "10 Markdown files · 890 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 890 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FINRA OTC Trade Reporting and Clearance (ORF/TRACE/ADF)", "Teams working in Public companies (SEC-reporting) and quality-managed manufacturers" @@ -61286,7 +61286,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FINRA OTC Trade Reporting and Clearance (ORF/TRACE/ADF) and draft FINRA OTC Trade Reporting and Clearance (ORF/TRACE/ADF) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA — Filing Reporting / Trace, then confirm that the reference is current and applicable. Inspect FINRA OTC Trade Reporting and Clearance (ORF/TRACE/ADF) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FINRA OTC Trade Reporting and Clearance (ORF/TRACE/ADF) and draft FINRA OTC Trade Reporting and Clearance (ORF/TRACE/ADF) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA \u2014 Filing Reporting / Trace, then confirm that the reference is current and applicable. Inspect FINRA OTC Trade Reporting and Clearance (ORF/TRACE/ADF) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -61318,7 +61318,7 @@ ], "source_notes": [ { - "label": "FINRA — Filing Reporting / Trace", + "label": "FINRA \u2014 Filing Reporting / Trace", "url": "https://www.finra.org/filing-reporting/trace", "used_for": "Legal, regulatory, standards, or agency reference for FINRA OTC Trade Reporting and Clearance (ORF/TRACE/ADF) scope and source checks." } @@ -61480,7 +61480,7 @@ "summary": "Use this bundle to scope FINRA Underwriting Compensation and Conflicted Offering Review questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FINRA Underwriting Compensation and Conflicted Offering Review source-aware brief.", "meta_description": "Free FINRA Underwriting Compensation and Conflicted Offering Review Markdown bundle with workflows, source references, and fINRA Underwriting Compensation.", "social_summary": "FINRA Underwriting Compensation and Conflicted Offering Review: fINRA Underwriting Compensation and.", - "download_note": "10 Markdown files · 854 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 854 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FINRA Underwriting Compensation and Conflicted Offering Review", "Teams working in Public companies (SEC-reporting) and quality-managed manufacturers" @@ -61493,7 +61493,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FINRA Underwriting Compensation and Conflicted Offering Review and draft FINRA Underwriting Compensation and Conflicted Offering Review source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA — Finra Rules / 5121, then confirm that the reference is current and applicable. Inspect FINRA Underwriting Compensation and Conflicted Offering Review Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FINRA Underwriting Compensation and Conflicted Offering Review and draft FINRA Underwriting Compensation and Conflicted Offering Review source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA \u2014 Finra Rules / 5121, then confirm that the reference is current and applicable. Inspect FINRA Underwriting Compensation and Conflicted Offering Review Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -61525,7 +61525,7 @@ ], "source_notes": [ { - "label": "FINRA — Finra Rules / 5121", + "label": "FINRA \u2014 Finra Rules / 5121", "url": "https://www.finra.org/rules-guidance/rulebooks/finra-rules/5121", "used_for": "Legal, regulatory, standards, or agency reference for FINRA Underwriting Compensation and Conflicted Offering Review scope and source checks." } @@ -61686,7 +61686,7 @@ "summary": "Use this bundle to scope Fit and Proper Person Requirements 2022 questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Fit and Proper Person Requirements 2022 source-aware brief.", "meta_description": "Free Fit and Proper Person Requirements 2022 Markdown bundle with workflows, source references, and fit and Proper Person Requirements 2022 source-aware.", "social_summary": "Fit and Proper Person Requirements 2022: fit and Proper Person Requirements 2022 source-aware brief.", - "download_note": "10 Markdown files · 832 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 832 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Fit and Proper Person Requirements 2022", "Teams working in Vocational Education and Training (VET)" @@ -61699,7 +61699,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Fit and Proper Person Requirements 2022 and draft Fit and Proper Person Requirements 2022 source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with asqa.gov.au — Practice Guides / Practice Guide Fit And Proper Person Requirements, then confirm that the reference is current and applicable. Inspect Fit and Proper Person Requirements 2022 Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Fit and Proper Person Requirements 2022 and draft Fit and Proper Person Requirements 2022 source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with asqa.gov.au \u2014 Practice Guides / Practice Guide Fit And Proper Person Requirements, then confirm that the reference is current and applicable. Inspect Fit and Proper Person Requirements 2022 Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -61731,7 +61731,7 @@ ], "source_notes": [ { - "label": "asqa.gov.au — Practice Guides / Practice Guide Fit And Proper Person Requirements", + "label": "asqa.gov.au \u2014 Practice Guides / Practice Guide Fit And Proper Person Requirements", "url": "https://www.asqa.gov.au/how-we-regulate/revised-standards-rtos/practice-guides/practice-guide-fit-and-proper-person-requirements", "used_for": "Legal, regulatory, standards, or agency reference for Fit and Proper Person Requirements 2022 scope and source checks." } @@ -61894,7 +61894,7 @@ "summary": "Use this bundle to scope Loans in Areas Having Special Flood Hazards questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Loans in Areas Having Special Flood Hazards source-aware brief.", "meta_description": "Free Loans in Areas Having Special Flood Hazards Markdown bundle with workflows, source references, and loans in Areas Having Special Flood Hazards.", "social_summary": "Loans in Areas Having Special Flood Hazards: loans in Areas Having Special Flood Hazards source-aware.", - "download_note": "10 Markdown files · 857 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 857 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Loans in Areas Having Special Flood Hazards", "Teams working in Banks, depository institutions, and bank holding companies" @@ -61907,7 +61907,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Loans in Areas Having Special Flood Hazards and draft Loans in Areas Having Special Flood Hazards source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Chapter I / Part 22, then confirm that the reference is current and applicable. Inspect Loans in Areas Having Special Flood Hazards Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Loans in Areas Having Special Flood Hazards and draft Loans in Areas Having Special Flood Hazards source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Chapter I / Part 22, then confirm that the reference is current and applicable. Inspect Loans in Areas Having Special Flood Hazards Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -61939,7 +61939,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Chapter I / Part 22", + "label": "Electronic Code of Federal Regulations \u2014 Chapter I / Part 22", "url": "https://www.ecfr.gov/current/title-12/chapter-I/part-22", "used_for": "Legal, regulatory, standards, or agency reference for Loans in Areas Having Special Flood Hazards scope and source checks." } @@ -62100,10 +62100,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging Fair Labor Standards Act (FLSA) questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Fair Labor Standards Act (FLSA) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Fair Labor Standards Act (FLSA) source-aware brief. Start source review with U.S. Department of Labor — Whd / Flsa.", + "summary": "Use this bundle to scope Fair Labor Standards Act (FLSA) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Fair Labor Standards Act (FLSA) source-aware brief. Start source review with U.S. Department of Labor \u2014 Whd / Flsa.", "meta_description": "Free Fair Labor Standards Act (FLSA) Markdown bundle with workflows, source references, and fair Labor Standards Act (FLSA) source-aware brief for use with.", "social_summary": "Fair Labor Standards Act (FLSA): fair Labor Standards Act (FLSA) source-aware brief, workflows, and.", - "download_note": "10 Markdown files · 812 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 812 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Fair Labor Standards Act (FLSA)", "Teams working in Employers (any industry)" @@ -62116,7 +62116,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Fair Labor Standards Act (FLSA) and draft Fair Labor Standards Act (FLSA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Labor — Whd / Flsa, then confirm that the reference is current and applicable. Inspect Fair Labor Standards Act (FLSA) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Fair Labor Standards Act (FLSA) and draft Fair Labor Standards Act (FLSA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Labor \u2014 Whd / Flsa, then confirm that the reference is current and applicable. Inspect Fair Labor Standards Act (FLSA) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -62148,7 +62148,7 @@ ], "source_notes": [ { - "label": "U.S. Department of Labor — Whd / Flsa", + "label": "U.S. Department of Labor \u2014 Whd / Flsa", "url": "https://www.dol.gov/agencies/whd/flsa", "used_for": "Legal, regulatory, standards, or agency reference for Fair Labor Standards Act (FLSA) scope and source checks." } @@ -62308,7 +62308,7 @@ "summary": "Use this bundle to scope Family and Medical Leave Act (FMLA) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Family and Medical Leave Act (FMLA) source-aware brief. Start source review with U.S.", "meta_description": "Free Family and Medical Leave Act (FMLA) Markdown bundle with workflows, source references, and family and Medical Leave Act (FMLA) source-aware brief for.", "social_summary": "Family and Medical Leave Act (FMLA): family and Medical Leave Act (FMLA) source-aware brief, workflows.", - "download_note": "10 Markdown files · 829 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 829 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Family and Medical Leave Act (FMLA)", "Teams working in Employers (any industry)" @@ -62321,7 +62321,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Family and Medical Leave Act (FMLA) and draft Family and Medical Leave Act (FMLA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Labor — Fact Sheets / 28d Fmla Employer Notification, then confirm that the reference is current and applicable. Inspect Family and Medical Leave Act (FMLA) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Family and Medical Leave Act (FMLA) and draft Family and Medical Leave Act (FMLA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Department of Labor \u2014 Fact Sheets / 28d Fmla Employer Notification, then confirm that the reference is current and applicable. Inspect Family and Medical Leave Act (FMLA) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -62353,7 +62353,7 @@ ], "source_notes": [ { - "label": "U.S. Department of Labor — Fact Sheets / 28d Fmla Employer Notification", + "label": "U.S. Department of Labor \u2014 Fact Sheets / 28d Fmla Employer Notification", "url": "https://www.dol.gov/agencies/whd/fact-sheets/28d-fmla-employer%20notification", "used_for": "Legal, regulatory, standards, or agency reference for Family and Medical Leave Act (FMLA) scope and source checks." } @@ -62516,7 +62516,7 @@ "summary": "Use this bundle to scope FOCUS Reporting (Form X-17A-5 / Rule 17a-5) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FOCUS Reporting (Form X-17A-5 / Rule 17a-5) source-aware brief.", "meta_description": "Free FOCUS Reporting (Form X-17A-5 / Rule 17a-5) Markdown bundle with workflows, source references, and fOCUS Reporting (Form X-17A-5 / Rule 17a-5).", "social_summary": "FOCUS Reporting (Form X-17A-5 / Rule 17a-5): fOCUS Reporting (Form X-17A-5 / Rule 17a-5) source-aware.", - "download_note": "10 Markdown files · 834 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 834 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FOCUS Reporting (Form X-17A-5 / Rule 17a-5)", "Teams working in Broker-dealers and registered investment advisers" @@ -62529,7 +62529,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FOCUS Reporting (Form X-17A-5 / Rule 17a-5) and draft FOCUS Reporting (Form X-17A-5 / Rule 17a-5) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA — Interpretations Financial Operational Rules / Sea Rule 17a 5 And Related Interpretations, then confirm that the reference is current and applicable. Inspect FOCUS Reporting (Form X-17A-5 / Rule 17a-5) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FOCUS Reporting (Form X-17A-5 / Rule 17a-5) and draft FOCUS Reporting (Form X-17A-5 / Rule 17a-5) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA \u2014 Interpretations Financial Operational Rules / Sea Rule 17a 5 And Related Interpretations, then confirm that the reference is current and applicable. Inspect FOCUS Reporting (Form X-17A-5 / Rule 17a-5) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -62561,7 +62561,7 @@ ], "source_notes": [ { - "label": "FINRA — Interpretations Financial Operational Rules / Sea Rule 17a 5 And Related Interpretations", + "label": "FINRA \u2014 Interpretations Financial Operational Rules / Sea Rule 17a 5 And Related Interpretations", "url": "https://www.finra.org/rules-guidance/guidance/interpretations-financial-operational-rules/sea-rule-17a-5-and-related-interpretations", "used_for": "Legal, regulatory, standards, or agency reference for FOCUS Reporting (Form X-17A-5 / Rule 17a-5) scope and source checks." } @@ -62724,7 +62724,7 @@ "summary": "Use this bundle to scope Foreign Banking Organization Reports (FR Y-7 series) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Foreign Banking Organization Reports (FR Y-7 series) source-aware brief.", "meta_description": "Free Foreign Banking Organization Reports (FR Y-7 series) Markdown bundle with workflows, source references, and foreign Banking Organization Reports (FR.", "social_summary": "Foreign Banking Organization Reports (FR Y-7 series): foreign Banking Organization Reports (FR Y-7.", - "download_note": "10 Markdown files · 857 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 857 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Foreign Banking Organization Reports (FR Y-7 series)", "Teams working in Banks, depository institutions, and bank holding companies" @@ -62737,7 +62737,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Foreign Banking Organization Reports (FR Y-7 series) and draft Foreign Banking Organization Reports (FR Y-7 series) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with federalreserve.gov — Report / FR Y 7, then confirm that the reference is current and applicable. Inspect Foreign Banking Organization Reports (FR Y-7 series) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Foreign Banking Organization Reports (FR Y-7 series) and draft Foreign Banking Organization Reports (FR Y-7 series) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with federalreserve.gov \u2014 Report / FR Y 7, then confirm that the reference is current and applicable. Inspect Foreign Banking Organization Reports (FR Y-7 series) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -62769,7 +62769,7 @@ ], "source_notes": [ { - "label": "federalreserve.gov — Report / FR Y 7", + "label": "federalreserve.gov \u2014 Report / FR Y 7", "url": "https://www.federalreserve.gov/apps/reportingforms/Report/Index/FR_Y-7", "used_for": "Legal, regulatory, standards, or agency reference for Foreign Banking Organization Reports (FR Y-7 series) scope and source checks." } @@ -62933,7 +62933,7 @@ "summary": "Use this bundle to scope Foreign Branch Report of Condition (FFIEC 030 / 030S) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Foreign Branch Report of Condition (FFIEC 030 / 030S) source-aware brief.", "meta_description": "Free Foreign Branch Report of Condition (FFIEC 030 / 030S) Markdown bundle with workflows, source references, and foreign Branch Report of Condition (FFIEC.", "social_summary": "Foreign Branch Report of Condition (FFIEC 030 / 030S): foreign Branch Report of Condition (FFIEC 030 /.", - "download_note": "10 Markdown files · 874 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 874 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Foreign Branch Report of Condition (FFIEC 030 / 030S)", "Teams working in Banks, depository institutions, and bank holding companies" @@ -62946,7 +62946,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Foreign Branch Report of Condition (FFIEC 030 / 030S) and draft Foreign Branch Report of Condition (FFIEC 030 / 030S) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with ffiec.gov — Reporting Forms / Ffiec030, then confirm that the reference is current and applicable. Inspect Foreign Branch Report of Condition (FFIEC 030 / 030S) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Foreign Branch Report of Condition (FFIEC 030 / 030S) and draft Foreign Branch Report of Condition (FFIEC 030 / 030S) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with ffiec.gov \u2014 Reporting Forms / Ffiec030, then confirm that the reference is current and applicable. Inspect Foreign Branch Report of Condition (FFIEC 030 / 030S) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -62978,7 +62978,7 @@ ], "source_notes": [ { - "label": "ffiec.gov — Reporting Forms / Ffiec030", + "label": "ffiec.gov \u2014 Reporting Forms / Ffiec030", "url": "https://www.ffiec.gov/resources/reporting-forms/ffiec030", "used_for": "Legal, regulatory, standards, or agency reference for Foreign Branch Report of Condition (FFIEC 030 / 030S) scope and source checks." } @@ -63142,7 +63142,7 @@ "summary": "Use this bundle to scope Due Diligence for Foreign Correspondent and Private Banking Accounts questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Due Diligence for Foreign Correspondent and Private Banking Accounts source-aware brief.", "meta_description": "Free Due Diligence for Foreign Correspondent and Private Banking Accounts Markdown bundle with workflows, source references, and due Diligence for Foreign.", "social_summary": "Due Diligence for Foreign Correspondent and Private Banking Accounts: due Diligence for Foreign.", - "download_note": "10 Markdown files · 896 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 896 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Due Diligence for Foreign Correspondent and Private Banking Accounts", "Teams working in Banks, depository institutions, and bank holding companies" @@ -63155,7 +63155,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Due Diligence for Foreign Correspondent and Private Banking Accounts and draft Due Diligence for Foreign Correspondent and Private Banking Accounts source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Part 1010 / Subpart F, then confirm that the reference is current and applicable. Inspect Due Diligence for Foreign Correspondent and Private Banking Accounts Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Due Diligence for Foreign Correspondent and Private Banking Accounts and draft Due Diligence for Foreign Correspondent and Private Banking Accounts source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Part 1010 / Subpart F, then confirm that the reference is current and applicable. Inspect Due Diligence for Foreign Correspondent and Private Banking Accounts Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -63187,7 +63187,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Part 1010 / Subpart F", + "label": "Electronic Code of Federal Regulations \u2014 Part 1010 / Subpart F", "url": "https://www.ecfr.gov/current/title-31/subtitle-B/chapter-X/part-1010/subpart-F", "used_for": "Legal, regulatory, standards, or agency reference for Due Diligence for Foreign Correspondent and Private Banking Accounts scope and source checks." } @@ -63214,8 +63214,8 @@ }, { "id": "form-13f-institutional-holdings", - "title": "Form 13F — Institutional Investment Manager Holdings Report", - "description": "Source-aware compliance bundle for Form 13F — Institutional Investment Manager Holdings Report applicability, evidence collection, source inspection, and review-ready decision support.", + "title": "Form 13F \u2014 Institutional Investment Manager Holdings Report", + "description": "Source-aware compliance bundle for Form 13F \u2014 Institutional Investment Manager Holdings Report applicability, evidence collection, source inspection, and review-ready decision support.", "category": "compliance", "path": "bundles/compliance/form-13f-institutional-holdings", "version": "0.1.0", @@ -63234,14 +63234,14 @@ "compliance" ], "aliases": [ - "Form 13F — Institutional Investment Manager Holdings Report", + "Form 13F \u2014 Institutional Investment Manager Holdings Report", "Broker-dealers and registered investment advisers", "United States" ], "problems_solved": [ - "Route Form 13F — Institutional Investment Manager Holdings Report work to the right source category and evidence set.", + "Route Form 13F \u2014 Institutional Investment Manager Holdings Report work to the right source category and evidence set.", "Separate verified source facts, user-provided facts, assumptions, and missing evidence.", - "Produce a Form 13F — Institutional Investment Manager Holdings Report source-aware brief suitable for qualified review." + "Produce a Form 13F \u2014 Institutional Investment Manager Holdings Report source-aware brief suitable for qualified review." ], "industries": [ "Broker-dealers and registered investment advisers" @@ -63253,12 +63253,12 @@ "qualified-review gate" ], "deliverables": [ - "Form 13F — Institutional Investment Manager Holdings Report source-aware brief" + "Form 13F \u2014 Institutional Investment Manager Holdings Report source-aware brief" ], "commands": [], "skills": [], "evaluations": [ - "Form 13F — Institutional Investment Manager Holdings Report source-awareness check" + "Form 13F \u2014 Institutional Investment Manager Holdings Report source-awareness check" ], "trust_tier": "trusted", "status": "beta", @@ -63332,7 +63332,7 @@ }, "evaluation_detail": { "status": "measured", - "title": "Form 13F — Institutional Investment Manager Holdings Report measured evaluation", + "title": "Form 13F \u2014 Institutional Investment Manager Holdings Report measured evaluation", "last_evaluated": "2026-07-29", "method": "baseline-vs-okb-rubric", "model": "openai/gpt-4o-mini", @@ -63347,32 +63347,32 @@ "private_artifacts": "research/bundle-runs/form-13f-institutional-holdings/v1/evaluation-results/" }, "landing_page": { - "definition": "A free, open-source set of 10 Markdown files for triaging Form 13F — Institutional Investment Manager Holdings Report questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Form 13F — Institutional Investment Manager Holdings Report questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Form 13F — Institutional Investment Manager Holdings Report source-aware brief. Start source review with U.S.", - "meta_description": "Free Form 13F — Institutional Investment Manager Holdings Report Markdown bundle with workflows, source references, and form 13F — Institutional Investment.", - "social_summary": "Form 13F — Institutional Investment Manager Holdings Report: form 13F — Institutional Investment Manager.", - "download_note": "10 Markdown files · 852 words · no signup · CC-BY-4.0", + "definition": "A free, open-source set of 10 Markdown files for triaging Form 13F \u2014 Institutional Investment Manager Holdings Report questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Form 13F \u2014 Institutional Investment Manager Holdings Report questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Form 13F \u2014 Institutional Investment Manager Holdings Report source-aware brief. Start source review with U.S.", + "meta_description": "Free Form 13F \u2014 Institutional Investment Manager Holdings Report Markdown bundle with workflows, source references, and form 13F \u2014 Institutional Investment.", + "social_summary": "Form 13F \u2014 Institutional Investment Manager Holdings Report: form 13F \u2014 Institutional Investment Manager.", + "download_note": "10 Markdown files \u00b7 852 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ - "Compliance, legal, risk, security, operations, and product teams assessing Form 13F — Institutional Investment Manager Holdings Report", + "Compliance, legal, risk, security, operations, and product teams assessing Form 13F \u2014 Institutional Investment Manager Holdings Report", "Teams working in Broker-dealers and registered investment advisers" ], "when_to_use": [ - "A Form 13F — Institutional Investment Manager Holdings Report question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A Form 13F \u2014 Institutional Investment Manager Holdings Report question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." ], "required_inputs": [ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Form 13F — Institutional Investment Manager Holdings Report and draft Form 13F — Institutional Investment Manager Holdings Report source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Securities and Exchange Commission — Answers / Form13f, then confirm that the reference is current and applicable. Inspect Form 13F — Institutional Investment Manager Holdings Report Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Form 13F \u2014 Institutional Investment Manager Holdings Report and draft Form 13F \u2014 Institutional Investment Manager Holdings Report source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Securities and Exchange Commission \u2014 Answers / Form13f, then confirm that the reference is current and applicable. Inspect Form 13F \u2014 Institutional Investment Manager Holdings Report Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], "featured_contents": [ { "type": "Overview", - "title": "Form 13F — Institutional Investment Manager Holdings Report Overview", - "description": "This bundle helps teams evaluate Form 13F — Institutional Investment Manager Holdings Report questions with source discipline, evidence separation, and qualified-review boundaries.", + "title": "Form 13F \u2014 Institutional Investment Manager Holdings Report Overview", + "description": "This bundle helps teams evaluate Form 13F \u2014 Institutional Investment Manager Holdings Report questions with source discipline, evidence separation, and qualified-review boundaries.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/form-13f-institutional-holdings/overview.md" }, { @@ -63383,22 +63383,22 @@ }, { "type": "Template", - "title": "Form 13F — Institutional Investment Manager Holdings Report Source-Aware Brief", + "title": "Form 13F \u2014 Institutional Investment Manager Holdings Report Source-Aware Brief", "description": "State the decision or claim being evaluated.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/form-13f-institutional-holdings/deliverables/source-aware-brief.md" }, { "type": "Quality rubric", - "title": "Form 13F — Institutional Investment Manager Holdings Report Source-Awareness Check", + "title": "Form 13F \u2014 Institutional Investment Manager Holdings Report Source-Awareness Check", "description": "A passing answer should: - Name the source category needed for the claim. - Avoid inventing private facts, current source text, or system access.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/form-13f-institutional-holdings/evaluations/source-awareness-check.md" } ], "source_notes": [ { - "label": "U.S. Securities and Exchange Commission — Answers / Form13f", + "label": "U.S. Securities and Exchange Commission \u2014 Answers / Form13f", "url": "https://www.sec.gov/answers/form13f.htm", - "used_for": "Legal, regulatory, standards, or agency reference for Form 13F — Institutional Investment Manager Holdings Report scope and source checks." + "used_for": "Legal, regulatory, standards, or agency reference for Form 13F \u2014 Institutional Investment Manager Holdings Report scope and source checks." } ] }, @@ -63423,8 +63423,8 @@ }, { "id": "form-adv-investment-adviser-registration", - "title": "Form ADV — Investment Adviser Registration & Amendments", - "description": "Source-aware compliance bundle for Form ADV — Investment Adviser Registration & Amendments applicability, evidence collection, source inspection, and review-ready decision support.", + "title": "Form ADV \u2014 Investment Adviser Registration & Amendments", + "description": "Source-aware compliance bundle for Form ADV \u2014 Investment Adviser Registration & Amendments applicability, evidence collection, source inspection, and review-ready decision support.", "category": "compliance", "path": "bundles/compliance/form-adv-investment-adviser-registration", "version": "0.1.0", @@ -63442,14 +63442,14 @@ "compliance" ], "aliases": [ - "Form ADV — Investment Adviser Registration & Amendments", + "Form ADV \u2014 Investment Adviser Registration & Amendments", "Broker-dealers and registered investment advisers", "United States" ], "problems_solved": [ - "Route Form ADV — Investment Adviser Registration & Amendments work to the right source category and evidence set.", + "Route Form ADV \u2014 Investment Adviser Registration & Amendments work to the right source category and evidence set.", "Separate verified source facts, user-provided facts, assumptions, and missing evidence.", - "Produce a Form ADV — Investment Adviser Registration & Amendments source-aware brief suitable for qualified review." + "Produce a Form ADV \u2014 Investment Adviser Registration & Amendments source-aware brief suitable for qualified review." ], "industries": [ "Broker-dealers and registered investment advisers" @@ -63461,12 +63461,12 @@ "qualified-review gate" ], "deliverables": [ - "Form ADV — Investment Adviser Registration & Amendments source-aware brief" + "Form ADV \u2014 Investment Adviser Registration & Amendments source-aware brief" ], "commands": [], "skills": [], "evaluations": [ - "Form ADV — Investment Adviser Registration & Amendments source-awareness check" + "Form ADV \u2014 Investment Adviser Registration & Amendments source-awareness check" ], "trust_tier": "trusted", "status": "beta", @@ -63540,7 +63540,7 @@ }, "evaluation_detail": { "status": "measured", - "title": "Form ADV — Investment Adviser Registration & Amendments measured evaluation", + "title": "Form ADV \u2014 Investment Adviser Registration & Amendments measured evaluation", "last_evaluated": "2026-07-29", "method": "baseline-vs-okb-rubric", "model": "openai/gpt-4o-mini", @@ -63555,32 +63555,32 @@ "private_artifacts": "research/bundle-runs/form-adv-investment-adviser-registration/v1/evaluation-results/" }, "landing_page": { - "definition": "A free, open-source set of 10 Markdown files for triaging Form ADV — Investment Adviser Registration & Amendments questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Form ADV — Investment Adviser Registration & Amendments questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Form ADV — Investment Adviser Registration & Amendments source-aware brief. Start source review with U.S.", - "meta_description": "Free Form ADV — Investment Adviser Registration & Amendments Markdown bundle with workflows, source references, and form ADV — Investment Adviser.", - "social_summary": "Form ADV — Investment Adviser Registration & Amendments: form ADV — Investment Adviser Registration &.", - "download_note": "10 Markdown files · 834 words · no signup · CC-BY-4.0", + "definition": "A free, open-source set of 10 Markdown files for triaging Form ADV \u2014 Investment Adviser Registration & Amendments questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Form ADV \u2014 Investment Adviser Registration & Amendments questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Form ADV \u2014 Investment Adviser Registration & Amendments source-aware brief. Start source review with U.S.", + "meta_description": "Free Form ADV \u2014 Investment Adviser Registration & Amendments Markdown bundle with workflows, source references, and form ADV \u2014 Investment Adviser.", + "social_summary": "Form ADV \u2014 Investment Adviser Registration & Amendments: form ADV \u2014 Investment Adviser Registration &.", + "download_note": "10 Markdown files \u00b7 834 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ - "Compliance, legal, risk, security, operations, and product teams assessing Form ADV — Investment Adviser Registration & Amendments", + "Compliance, legal, risk, security, operations, and product teams assessing Form ADV \u2014 Investment Adviser Registration & Amendments", "Teams working in Broker-dealers and registered investment advisers" ], "when_to_use": [ - "A Form ADV — Investment Adviser Registration & Amendments question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A Form ADV \u2014 Investment Adviser Registration & Amendments question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." ], "required_inputs": [ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Form ADV — Investment Adviser Registration & Amendments and draft Form ADV — Investment Adviser Registration & Amendments source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Securities and Exchange Commission — Division Investment Management / Electronic Filing Investment Advisers Iard, then confirm that the reference is current and applicable. Inspect Form ADV — Investment Adviser Registration & Amendments Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Form ADV \u2014 Investment Adviser Registration & Amendments and draft Form ADV \u2014 Investment Adviser Registration & Amendments source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Securities and Exchange Commission \u2014 Division Investment Management / Electronic Filing Investment Advisers Iard, then confirm that the reference is current and applicable. Inspect Form ADV \u2014 Investment Adviser Registration & Amendments Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], "featured_contents": [ { "type": "Overview", - "title": "Form ADV — Investment Adviser Registration & Amendments Overview", - "description": "This bundle helps teams evaluate Form ADV — Investment Adviser Registration & Amendments questions with source discipline, evidence separation, and qualified-review boundaries.", + "title": "Form ADV \u2014 Investment Adviser Registration & Amendments Overview", + "description": "This bundle helps teams evaluate Form ADV \u2014 Investment Adviser Registration & Amendments questions with source discipline, evidence separation, and qualified-review boundaries.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/form-adv-investment-adviser-registration/overview.md" }, { @@ -63591,22 +63591,22 @@ }, { "type": "Template", - "title": "Form ADV — Investment Adviser Registration & Amendments Source-Aware Brief", + "title": "Form ADV \u2014 Investment Adviser Registration & Amendments Source-Aware Brief", "description": "State the decision or claim being evaluated.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/form-adv-investment-adviser-registration/deliverables/source-aware-brief.md" }, { "type": "Quality rubric", - "title": "Form ADV — Investment Adviser Registration & Amendments Source-Awareness Check", + "title": "Form ADV \u2014 Investment Adviser Registration & Amendments Source-Awareness Check", "description": "A passing answer should: - Name the source category needed for the claim. - Avoid inventing private facts, current source text, or system access.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/form-adv-investment-adviser-registration/evaluations/source-awareness-check.md" } ], "source_notes": [ { - "label": "U.S. Securities and Exchange Commission — Division Investment Management / Electronic Filing Investment Advisers Iard", + "label": "U.S. Securities and Exchange Commission \u2014 Division Investment Management / Electronic Filing Investment Advisers Iard", "url": "https://www.sec.gov/about/divisions-offices/division-investment-management/electronic-filing-investment-advisers-iard", - "used_for": "Legal, regulatory, standards, or agency reference for Form ADV — Investment Adviser Registration & Amendments scope and source checks." + "used_for": "Legal, regulatory, standards, or agency reference for Form ADV \u2014 Investment Adviser Registration & Amendments scope and source checks." } ] }, @@ -63631,8 +63631,8 @@ }, { "id": "form-bd-broker-dealer-registration", - "title": "Form BD — Uniform Application for Broker-Dealer Registration", - "description": "Source-aware compliance bundle for Form BD — Uniform Application for Broker-Dealer Registration applicability, evidence collection, source inspection, and review-ready decision support.", + "title": "Form BD \u2014 Uniform Application for Broker-Dealer Registration", + "description": "Source-aware compliance bundle for Form BD \u2014 Uniform Application for Broker-Dealer Registration applicability, evidence collection, source inspection, and review-ready decision support.", "category": "compliance", "path": "bundles/compliance/form-bd-broker-dealer-registration", "version": "0.1.0", @@ -63649,16 +63649,16 @@ "compliance" ], "aliases": [ - "Form BD — Uniform Application for Broker-Dealer Registration", + "Form BD \u2014 Uniform Application for Broker-Dealer Registration", "Broker-dealers and registered investment advisers", "United States", "U.S. Securities and Exchange Commission (SEC)", "Financial Industry Regulatory Authority (FINRA)" ], "problems_solved": [ - "Route Form BD — Uniform Application for Broker-Dealer Registration work to the right source category and evidence set.", + "Route Form BD \u2014 Uniform Application for Broker-Dealer Registration work to the right source category and evidence set.", "Separate verified source facts, user-provided facts, assumptions, and missing evidence.", - "Produce a Form BD — Uniform Application for Broker-Dealer Registration source-aware brief suitable for qualified review." + "Produce a Form BD \u2014 Uniform Application for Broker-Dealer Registration source-aware brief suitable for qualified review." ], "industries": [ "Broker-dealers and registered investment advisers" @@ -63670,12 +63670,12 @@ "qualified-review gate" ], "deliverables": [ - "Form BD — Uniform Application for Broker-Dealer Registration source-aware brief" + "Form BD \u2014 Uniform Application for Broker-Dealer Registration source-aware brief" ], "commands": [], "skills": [], "evaluations": [ - "Form BD — Uniform Application for Broker-Dealer Registration source-awareness check" + "Form BD \u2014 Uniform Application for Broker-Dealer Registration source-awareness check" ], "trust_tier": "trusted", "status": "beta", @@ -63749,7 +63749,7 @@ }, "evaluation_detail": { "status": "measured", - "title": "Form BD — Uniform Application for Broker-Dealer Registration measured evaluation", + "title": "Form BD \u2014 Uniform Application for Broker-Dealer Registration measured evaluation", "last_evaluated": "2026-07-29", "method": "baseline-vs-okb-rubric", "model": "openai/gpt-4o-mini", @@ -63764,58 +63764,58 @@ "private_artifacts": "research/bundle-runs/form-bd-broker-dealer-registration/v1/evaluation-results/" }, "landing_page": { - "definition": "A free, open-source set of 10 Markdown files for triaging Form BD — Uniform Application for Broker-Dealer Registration questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Form BD — Uniform Application for Broker-Dealer Registration questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Form BD — Uniform Application for Broker-Dealer Registration source-aware brief.", - "meta_description": "Free Form BD — Uniform Application for Broker-Dealer Registration Markdown bundle with workflows, source references, and form BD — Uniform Application for.", - "social_summary": "Form BD — Uniform Application for Broker-Dealer Registration: form BD — Uniform Application for.", - "download_note": "10 Markdown files · 1,018 words · no signup · CC-BY-4.0", + "definition": "A free, open-source set of 10 Markdown files for triaging Form BD \u2014 Uniform Application for Broker-Dealer Registration questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Form BD \u2014 Uniform Application for Broker-Dealer Registration questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Form BD \u2014 Uniform Application for Broker-Dealer Registration source-aware brief.", + "meta_description": "Free Form BD \u2014 Uniform Application for Broker-Dealer Registration Markdown bundle with workflows, source references, and form BD \u2014 Uniform Application for.", + "social_summary": "Form BD \u2014 Uniform Application for Broker-Dealer Registration: form BD \u2014 Uniform Application for.", + "download_note": "10 Markdown files \u00b7 1,018 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ - "Compliance, legal, risk, security, operations, and product teams assessing Form BD — Uniform Application for Broker-Dealer Registration", + "Compliance, legal, risk, security, operations, and product teams assessing Form BD \u2014 Uniform Application for Broker-Dealer Registration", "Teams working in Broker-dealers and registered investment advisers" ], "when_to_use": [ - "A Form BD — Uniform Application for Broker-Dealer Registration question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A Form BD \u2014 Uniform Application for Broker-Dealer Registration question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." ], "required_inputs": [ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Form BD — Uniform Application for Broker-Dealer Registration and draft Form BD — Uniform Application for Broker-Dealer Registration source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA — Broker Dealers / Form Bd, then confirm that the reference is current and applicable. Inspect Form BD — Uniform Application for Broker-Dealer Registration Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Form BD \u2014 Uniform Application for Broker-Dealer Registration and draft Form BD \u2014 Uniform Application for Broker-Dealer Registration source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA \u2014 Broker Dealers / Form Bd, then confirm that the reference is current and applicable. Inspect Form BD \u2014 Uniform Application for Broker-Dealer Registration Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], "featured_contents": [ { "type": "Overview", - "title": "Form BD — Uniform Application for Broker-Dealer Registration Overview", - "description": "This bundle helps teams handle Form BD — Uniform Application for Broker-Dealer Registration questions without overstating facts or skipping source review.", + "title": "Form BD \u2014 Uniform Application for Broker-Dealer Registration Overview", + "description": "This bundle helps teams handle Form BD \u2014 Uniform Application for Broker-Dealer Registration questions without overstating facts or skipping source review.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/form-bd-broker-dealer-registration/overview.md" }, { "type": "Workflow", - "title": "Form BD — Uniform Application for Broker-Dealer Registration Source-Aware Triage", + "title": "Form BD \u2014 Uniform Application for Broker-Dealer Registration Source-Aware Triage", "description": "1. Identify the scenario, jurisdiction, regulated entity, product, workflow, transaction, filing, record, or population at issue. 2.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/form-bd-broker-dealer-registration/workflows/source-aware-triage.md" }, { "type": "Template", - "title": "Form BD — Uniform Application for Broker-Dealer Registration Source-Aware Brief", + "title": "Form BD \u2014 Uniform Application for Broker-Dealer Registration Source-Aware Brief", "description": "- Official source category: U.S. Securities and Exchange Commission (SEC), Financial Industry Regulatory Authority (FINRA), State Securities Regulators (Securities Commissioners /.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/form-bd-broker-dealer-registration/deliverables/source-aware-brief.md" }, { "type": "Quality rubric", - "title": "Form BD — Uniform Application for Broker-Dealer Registration Source-Awareness Check", + "title": "Form BD \u2014 Uniform Application for Broker-Dealer Registration Source-Awareness Check", "description": "Check that responses name the source category, separate local evidence from source facts, avoid invented access, list missing evidence, and route final reliance to qualified review.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/form-bd-broker-dealer-registration/evaluations/source-awareness-check.md" } ], "source_notes": [ { - "label": "FINRA — Broker Dealers / Form Bd", + "label": "FINRA \u2014 Broker Dealers / Form Bd", "url": "https://www.finra.org/registration-exams-ce/broker-dealers/form-bd", - "used_for": "Legal, regulatory, standards, or agency reference for Form BD — Uniform Application for Broker-Dealer Registration scope and source checks." + "used_for": "Legal, regulatory, standards, or agency reference for Form BD \u2014 Uniform Application for Broker-Dealer Registration scope and source checks." } ] }, @@ -63840,8 +63840,8 @@ }, { "id": "form-bdw-broker-dealer-withdrawal", - "title": "Form BDW — Uniform Request for Broker-Dealer Withdrawal", - "description": "Source-aware compliance bundle for Form BDW — Uniform Request for Broker-Dealer Withdrawal applicability, evidence collection, source inspection, and review-ready decision support.", + "title": "Form BDW \u2014 Uniform Request for Broker-Dealer Withdrawal", + "description": "Source-aware compliance bundle for Form BDW \u2014 Uniform Request for Broker-Dealer Withdrawal applicability, evidence collection, source inspection, and review-ready decision support.", "category": "compliance", "path": "bundles/compliance/form-bdw-broker-dealer-withdrawal", "version": "0.1.0", @@ -63858,16 +63858,16 @@ "compliance" ], "aliases": [ - "Form BDW — Uniform Request for Broker-Dealer Withdrawal", + "Form BDW \u2014 Uniform Request for Broker-Dealer Withdrawal", "Broker-dealers and registered investment advisers", "United States", "U.S. Securities and Exchange Commission (SEC)", "Financial Industry Regulatory Authority (FINRA)" ], "problems_solved": [ - "Route Form BDW — Uniform Request for Broker-Dealer Withdrawal work to the right source category and evidence set.", + "Route Form BDW \u2014 Uniform Request for Broker-Dealer Withdrawal work to the right source category and evidence set.", "Separate verified source facts, user-provided facts, assumptions, and missing evidence.", - "Produce a Form BDW — Uniform Request for Broker-Dealer Withdrawal source-aware brief suitable for qualified review." + "Produce a Form BDW \u2014 Uniform Request for Broker-Dealer Withdrawal source-aware brief suitable for qualified review." ], "industries": [ "Broker-dealers and registered investment advisers" @@ -63879,12 +63879,12 @@ "qualified-review gate" ], "deliverables": [ - "Form BDW — Uniform Request for Broker-Dealer Withdrawal source-aware brief" + "Form BDW \u2014 Uniform Request for Broker-Dealer Withdrawal source-aware brief" ], "commands": [], "skills": [], "evaluations": [ - "Form BDW — Uniform Request for Broker-Dealer Withdrawal source-awareness check" + "Form BDW \u2014 Uniform Request for Broker-Dealer Withdrawal source-awareness check" ], "trust_tier": "trusted", "status": "beta", @@ -63958,7 +63958,7 @@ }, "evaluation_detail": { "status": "measured", - "title": "Form BDW — Uniform Request for Broker-Dealer Withdrawal measured evaluation", + "title": "Form BDW \u2014 Uniform Request for Broker-Dealer Withdrawal measured evaluation", "last_evaluated": "2026-07-29", "method": "baseline-vs-okb-rubric", "model": "openai/gpt-4o-mini", @@ -63973,58 +63973,58 @@ "private_artifacts": "research/bundle-runs/form-bdw-broker-dealer-withdrawal/v1/evaluation-results/" }, "landing_page": { - "definition": "A free, open-source set of 10 Markdown files for triaging Form BDW — Uniform Request for Broker-Dealer Withdrawal questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Form BDW — Uniform Request for Broker-Dealer Withdrawal questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Form BDW — Uniform Request for Broker-Dealer Withdrawal source-aware brief.", - "meta_description": "Free Form BDW — Uniform Request for Broker-Dealer Withdrawal Markdown bundle with workflows, source references, and form BDW — Uniform Request for.", - "social_summary": "Form BDW — Uniform Request for Broker-Dealer Withdrawal: form BDW — Uniform Request for Broker-Dealer.", - "download_note": "10 Markdown files · 990 words · no signup · CC-BY-4.0", + "definition": "A free, open-source set of 10 Markdown files for triaging Form BDW \u2014 Uniform Request for Broker-Dealer Withdrawal questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Form BDW \u2014 Uniform Request for Broker-Dealer Withdrawal questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Form BDW \u2014 Uniform Request for Broker-Dealer Withdrawal source-aware brief.", + "meta_description": "Free Form BDW \u2014 Uniform Request for Broker-Dealer Withdrawal Markdown bundle with workflows, source references, and form BDW \u2014 Uniform Request for.", + "social_summary": "Form BDW \u2014 Uniform Request for Broker-Dealer Withdrawal: form BDW \u2014 Uniform Request for Broker-Dealer.", + "download_note": "10 Markdown files \u00b7 990 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ - "Compliance, legal, risk, security, operations, and product teams assessing Form BDW — Uniform Request for Broker-Dealer Withdrawal", + "Compliance, legal, risk, security, operations, and product teams assessing Form BDW \u2014 Uniform Request for Broker-Dealer Withdrawal", "Teams working in Broker-dealers and registered investment advisers" ], "when_to_use": [ - "A Form BDW — Uniform Request for Broker-Dealer Withdrawal question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A Form BDW \u2014 Uniform Request for Broker-Dealer Withdrawal question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." ], "required_inputs": [ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Form BDW — Uniform Request for Broker-Dealer Withdrawal and draft Form BDW — Uniform Request for Broker-Dealer Withdrawal source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA — Registration Forms / Form Bdw, then confirm that the reference is current and applicable. Inspect Form BDW — Uniform Request for Broker-Dealer Withdrawal Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Form BDW \u2014 Uniform Request for Broker-Dealer Withdrawal and draft Form BDW \u2014 Uniform Request for Broker-Dealer Withdrawal source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA \u2014 Registration Forms / Form Bdw, then confirm that the reference is current and applicable. Inspect Form BDW \u2014 Uniform Request for Broker-Dealer Withdrawal Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], "featured_contents": [ { "type": "Overview", - "title": "Form BDW — Uniform Request for Broker-Dealer Withdrawal Overview", - "description": "This bundle helps teams handle Form BDW — Uniform Request for Broker-Dealer Withdrawal questions without overstating facts or skipping source review.", + "title": "Form BDW \u2014 Uniform Request for Broker-Dealer Withdrawal Overview", + "description": "This bundle helps teams handle Form BDW \u2014 Uniform Request for Broker-Dealer Withdrawal questions without overstating facts or skipping source review.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/form-bdw-broker-dealer-withdrawal/overview.md" }, { "type": "Workflow", - "title": "Form BDW — Uniform Request for Broker-Dealer Withdrawal Source-Aware Triage", + "title": "Form BDW \u2014 Uniform Request for Broker-Dealer Withdrawal Source-Aware Triage", "description": "1. Identify the scenario, jurisdiction, regulated entity, product, workflow, transaction, filing, record, or population at issue. 2.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/form-bdw-broker-dealer-withdrawal/workflows/source-aware-triage.md" }, { "type": "Template", - "title": "Form BDW — Uniform Request for Broker-Dealer Withdrawal Source-Aware Brief", + "title": "Form BDW \u2014 Uniform Request for Broker-Dealer Withdrawal Source-Aware Brief", "description": "- Official source category: U.S. Securities and Exchange Commission (SEC), Financial Industry Regulatory Authority (FINRA), North American Securities Administrators Association (NASAA).", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/form-bdw-broker-dealer-withdrawal/deliverables/source-aware-brief.md" }, { "type": "Quality rubric", - "title": "Form BDW — Uniform Request for Broker-Dealer Withdrawal Source-Awareness Check", + "title": "Form BDW \u2014 Uniform Request for Broker-Dealer Withdrawal Source-Awareness Check", "description": "Check that responses name the source category, separate local evidence from source facts, avoid invented access, list missing evidence, and route final reliance to qualified review.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/form-bdw-broker-dealer-withdrawal/evaluations/source-awareness-check.md" } ], "source_notes": [ { - "label": "FINRA — Registration Forms / Form Bdw", + "label": "FINRA \u2014 Registration Forms / Form Bdw", "url": "https://www.finra.org/registration-exams-ce/broker-dealers/registration-forms/form-bdw", - "used_for": "Legal, regulatory, standards, or agency reference for Form BDW — Uniform Request for Broker-Dealer Withdrawal scope and source checks." + "used_for": "Legal, regulatory, standards, or agency reference for Form BDW \u2014 Uniform Request for Broker-Dealer Withdrawal scope and source checks." } ] }, @@ -64049,8 +64049,8 @@ }, { "id": "form-crs-relationship-summary", - "title": "Form CRS — Client/Customer Relationship Summary", - "description": "Source-aware compliance bundle for Form CRS — Client/Customer Relationship Summary applicability, evidence collection, source inspection, and review-ready decision support.", + "title": "Form CRS \u2014 Client/Customer Relationship Summary", + "description": "Source-aware compliance bundle for Form CRS \u2014 Client/Customer Relationship Summary applicability, evidence collection, source inspection, and review-ready decision support.", "category": "compliance", "path": "bundles/compliance/form-crs-relationship-summary", "version": "0.1.0", @@ -64066,16 +64066,16 @@ "compliance" ], "aliases": [ - "Form CRS — Client/Customer Relationship Summary", + "Form CRS \u2014 Client/Customer Relationship Summary", "Broker-dealers and registered investment advisers", "United States", "U.S. Securities and Exchange Commission (SEC)", "Financial Industry Regulatory Authority (FINRA)" ], "problems_solved": [ - "Route Form CRS — Client/Customer Relationship Summary work to the right source category and evidence set.", + "Route Form CRS \u2014 Client/Customer Relationship Summary work to the right source category and evidence set.", "Separate verified source facts, user-provided facts, assumptions, and missing evidence.", - "Produce a Form CRS — Client/Customer Relationship Summary source-aware brief suitable for qualified review." + "Produce a Form CRS \u2014 Client/Customer Relationship Summary source-aware brief suitable for qualified review." ], "industries": [ "Broker-dealers and registered investment advisers" @@ -64087,12 +64087,12 @@ "qualified-review gate" ], "deliverables": [ - "Form CRS — Client/Customer Relationship Summary source-aware brief" + "Form CRS \u2014 Client/Customer Relationship Summary source-aware brief" ], "commands": [], "skills": [], "evaluations": [ - "Form CRS — Client/Customer Relationship Summary source-awareness check" + "Form CRS \u2014 Client/Customer Relationship Summary source-awareness check" ], "trust_tier": "trusted", "status": "beta", @@ -64166,7 +64166,7 @@ }, "evaluation_detail": { "status": "measured", - "title": "Form CRS — Client/Customer Relationship Summary measured evaluation", + "title": "Form CRS \u2014 Client/Customer Relationship Summary measured evaluation", "last_evaluated": "2026-07-29", "method": "baseline-vs-okb-rubric", "model": "openai/gpt-4o-mini", @@ -64181,58 +64181,58 @@ "private_artifacts": "research/bundle-runs/form-crs-relationship-summary/v1/evaluation-results/" }, "landing_page": { - "definition": "A free, open-source set of 10 Markdown files for triaging Form CRS — Client/Customer Relationship Summary questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Form CRS — Client/Customer Relationship Summary questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Form CRS — Client/Customer Relationship Summary source-aware brief. Start source review with U.S.", - "meta_description": "Free Form CRS — Client/Customer Relationship Summary Markdown bundle with workflows, source references, and form CRS — Client/Customer Relationship Summary.", - "social_summary": "Form CRS — Client/Customer Relationship Summary: form CRS — Client/Customer Relationship Summary.", - "download_note": "10 Markdown files · 964 words · no signup · CC-BY-4.0", + "definition": "A free, open-source set of 10 Markdown files for triaging Form CRS \u2014 Client/Customer Relationship Summary questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Form CRS \u2014 Client/Customer Relationship Summary questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Form CRS \u2014 Client/Customer Relationship Summary source-aware brief. Start source review with U.S.", + "meta_description": "Free Form CRS \u2014 Client/Customer Relationship Summary Markdown bundle with workflows, source references, and form CRS \u2014 Client/Customer Relationship Summary.", + "social_summary": "Form CRS \u2014 Client/Customer Relationship Summary: form CRS \u2014 Client/Customer Relationship Summary.", + "download_note": "10 Markdown files \u00b7 964 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ - "Compliance, legal, risk, security, operations, and product teams assessing Form CRS — Client/Customer Relationship Summary", + "Compliance, legal, risk, security, operations, and product teams assessing Form CRS \u2014 Client/Customer Relationship Summary", "Teams working in Broker-dealers and registered investment advisers" ], "when_to_use": [ - "A Form CRS — Client/Customer Relationship Summary question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A Form CRS \u2014 Client/Customer Relationship Summary question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." ], "required_inputs": [ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Form CRS — Client/Customer Relationship Summary and draft Form CRS — Client/Customer Relationship Summary source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Securities and Exchange Commission — Small Business Compliance Guides / Form Crs Relationship Summary Amendments Form Adv, then confirm that the reference is current and applicable. Inspect Form CRS — Client/Customer Relationship Summary Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Form CRS \u2014 Client/Customer Relationship Summary and draft Form CRS \u2014 Client/Customer Relationship Summary source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Securities and Exchange Commission \u2014 Small Business Compliance Guides / Form Crs Relationship Summary Amendments Form Adv, then confirm that the reference is current and applicable. Inspect Form CRS \u2014 Client/Customer Relationship Summary Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], "featured_contents": [ { "type": "Overview", - "title": "Form CRS — Client/Customer Relationship Summary Overview", - "description": "This bundle helps teams handle Form CRS — Client/Customer Relationship Summary questions without overstating facts or skipping source review.", + "title": "Form CRS \u2014 Client/Customer Relationship Summary Overview", + "description": "This bundle helps teams handle Form CRS \u2014 Client/Customer Relationship Summary questions without overstating facts or skipping source review.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/form-crs-relationship-summary/overview.md" }, { "type": "Workflow", - "title": "Form CRS — Client/Customer Relationship Summary Source-Aware Triage", + "title": "Form CRS \u2014 Client/Customer Relationship Summary Source-Aware Triage", "description": "1. Identify the scenario, jurisdiction, regulated entity, product, workflow, transaction, filing, record, or population at issue. 2.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/form-crs-relationship-summary/workflows/source-aware-triage.md" }, { "type": "Template", - "title": "Form CRS — Client/Customer Relationship Summary Source-Aware Brief", + "title": "Form CRS \u2014 Client/Customer Relationship Summary Source-Aware Brief", "description": "- Official source category: U.S. Securities and Exchange Commission (SEC), Financial Industry Regulatory Authority (FINRA), North American Securities Administrators Association (NASAA).", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/form-crs-relationship-summary/deliverables/source-aware-brief.md" }, { "type": "Quality rubric", - "title": "Form CRS — Client/Customer Relationship Summary Source-Awareness Check", + "title": "Form CRS \u2014 Client/Customer Relationship Summary Source-Awareness Check", "description": "Check that responses name the source category, separate local evidence from source facts, avoid invented access, list missing evidence, and route final reliance to qualified review.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/form-crs-relationship-summary/evaluations/source-awareness-check.md" } ], "source_notes": [ { - "label": "U.S. Securities and Exchange Commission — Small Business Compliance Guides / Form Crs Relationship Summary Amendments Form Adv", + "label": "U.S. Securities and Exchange Commission \u2014 Small Business Compliance Guides / Form Crs Relationship Summary Amendments Form Adv", "url": "https://www.sec.gov/resources-small-businesses/small-business-compliance-guides/form-crs-relationship-summary-amendments-form-adv", - "used_for": "Legal, regulatory, standards, or agency reference for Form CRS — Client/Customer Relationship Summary scope and source checks." + "used_for": "Legal, regulatory, standards, or agency reference for Form CRS \u2014 Client/Customer Relationship Summary scope and source checks." } ] }, @@ -64257,8 +64257,8 @@ }, { "id": "form-pf-private-fund-reporting", - "title": "Form PF — Reporting by Private Fund Advisers", - "description": "Source-aware compliance bundle for Form PF — Reporting by Private Fund Advisers applicability, evidence collection, source inspection, and review-ready decision support.", + "title": "Form PF \u2014 Reporting by Private Fund Advisers", + "description": "Source-aware compliance bundle for Form PF \u2014 Reporting by Private Fund Advisers applicability, evidence collection, source inspection, and review-ready decision support.", "category": "compliance", "path": "bundles/compliance/form-pf-private-fund-reporting", "version": "0.1.0", @@ -64275,15 +64275,15 @@ "compliance" ], "aliases": [ - "Form PF — Reporting by Private Fund Advisers", + "Form PF \u2014 Reporting by Private Fund Advisers", "Broker-dealers and registered investment advisers", "United States", "U.S. Securities and Exchange Commission (SEC)" ], "problems_solved": [ - "Route Form PF — Reporting by Private Fund Advisers work to the right source category and evidence set.", + "Route Form PF \u2014 Reporting by Private Fund Advisers work to the right source category and evidence set.", "Separate verified source facts, user-provided facts, assumptions, and missing evidence.", - "Produce a Form PF — Reporting by Private Fund Advisers source-aware brief suitable for qualified review." + "Produce a Form PF \u2014 Reporting by Private Fund Advisers source-aware brief suitable for qualified review." ], "industries": [ "Broker-dealers and registered investment advisers" @@ -64295,12 +64295,12 @@ "qualified-review gate" ], "deliverables": [ - "Form PF — Reporting by Private Fund Advisers source-aware brief" + "Form PF \u2014 Reporting by Private Fund Advisers source-aware brief" ], "commands": [], "skills": [], "evaluations": [ - "Form PF — Reporting by Private Fund Advisers source-awareness check" + "Form PF \u2014 Reporting by Private Fund Advisers source-awareness check" ], "trust_tier": "trusted", "status": "beta", @@ -64374,7 +64374,7 @@ }, "evaluation_detail": { "status": "measured", - "title": "Form PF — Reporting by Private Fund Advisers measured evaluation", + "title": "Form PF \u2014 Reporting by Private Fund Advisers measured evaluation", "last_evaluated": "2026-07-29", "method": "baseline-vs-okb-rubric", "model": "openai/gpt-4o-mini", @@ -64389,58 +64389,58 @@ "private_artifacts": "research/bundle-runs/form-pf-private-fund-reporting/v1/evaluation-results/" }, "landing_page": { - "definition": "A free, open-source set of 10 Markdown files for triaging Form PF — Reporting by Private Fund Advisers questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Form PF — Reporting by Private Fund Advisers questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Form PF — Reporting by Private Fund Advisers source-aware brief. Start source review with U.S.", - "meta_description": "Free Form PF — Reporting by Private Fund Advisers Markdown bundle with workflows, source references, and form PF — Reporting by Private Fund Advisers.", - "social_summary": "Form PF — Reporting by Private Fund Advisers: form PF — Reporting by Private Fund Advisers source-aware.", - "download_note": "10 Markdown files · 965 words · no signup · CC-BY-4.0", + "definition": "A free, open-source set of 10 Markdown files for triaging Form PF \u2014 Reporting by Private Fund Advisers questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Form PF \u2014 Reporting by Private Fund Advisers questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Form PF \u2014 Reporting by Private Fund Advisers source-aware brief. Start source review with U.S.", + "meta_description": "Free Form PF \u2014 Reporting by Private Fund Advisers Markdown bundle with workflows, source references, and form PF \u2014 Reporting by Private Fund Advisers.", + "social_summary": "Form PF \u2014 Reporting by Private Fund Advisers: form PF \u2014 Reporting by Private Fund Advisers source-aware.", + "download_note": "10 Markdown files \u00b7 965 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ - "Compliance, legal, risk, security, operations, and product teams assessing Form PF — Reporting by Private Fund Advisers", + "Compliance, legal, risk, security, operations, and product teams assessing Form PF \u2014 Reporting by Private Fund Advisers", "Teams working in Broker-dealers and registered investment advisers" ], "when_to_use": [ - "A Form PF — Reporting by Private Fund Advisers question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A Form PF \u2014 Reporting by Private Fund Advisers question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." ], "required_inputs": [ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Form PF — Reporting by Private Fund Advisers and draft Form PF — Reporting by Private Fund Advisers source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Securities and Exchange Commission — Division Investment Management / Private Fund Adviser Overview, then confirm that the reference is current and applicable. Inspect Form PF — Reporting by Private Fund Advisers Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Form PF \u2014 Reporting by Private Fund Advisers and draft Form PF \u2014 Reporting by Private Fund Advisers source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Securities and Exchange Commission \u2014 Division Investment Management / Private Fund Adviser Overview, then confirm that the reference is current and applicable. Inspect Form PF \u2014 Reporting by Private Fund Advisers Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], "featured_contents": [ { "type": "Overview", - "title": "Form PF — Reporting by Private Fund Advisers Overview", - "description": "This bundle helps teams handle Form PF — Reporting by Private Fund Advisers questions without overstating facts or skipping source review.", + "title": "Form PF \u2014 Reporting by Private Fund Advisers Overview", + "description": "This bundle helps teams handle Form PF \u2014 Reporting by Private Fund Advisers questions without overstating facts or skipping source review.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/form-pf-private-fund-reporting/overview.md" }, { "type": "Workflow", - "title": "Form PF — Reporting by Private Fund Advisers Source-Aware Triage", + "title": "Form PF \u2014 Reporting by Private Fund Advisers Source-Aware Triage", "description": "1. Identify the scenario, jurisdiction, regulated entity, product, workflow, transaction, filing, record, or population at issue. 2.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/form-pf-private-fund-reporting/workflows/source-aware-triage.md" }, { "type": "Template", - "title": "Form PF — Reporting by Private Fund Advisers Source-Aware Brief", + "title": "Form PF \u2014 Reporting by Private Fund Advisers Source-Aware Brief", "description": "- Official source category: U.S. Securities and Exchange Commission (SEC). - Primary source URL.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/form-pf-private-fund-reporting/deliverables/source-aware-brief.md" }, { "type": "Quality rubric", - "title": "Form PF — Reporting by Private Fund Advisers Source-Awareness Check", + "title": "Form PF \u2014 Reporting by Private Fund Advisers Source-Awareness Check", "description": "Check that responses name the source category, separate local evidence from source facts, avoid invented access, list missing evidence, and route final reliance to qualified review.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/form-pf-private-fund-reporting/evaluations/source-awareness-check.md" } ], "source_notes": [ { - "label": "U.S. Securities and Exchange Commission — Division Investment Management / Private Fund Adviser Overview", + "label": "U.S. Securities and Exchange Commission \u2014 Division Investment Management / Private Fund Adviser Overview", "url": "https://www.sec.gov/about/divisions-offices/division-investment-management/private-fund-adviser-overview", - "used_for": "Legal, regulatory, standards, or agency reference for Form PF — Reporting by Private Fund Advisers scope and source checks." + "used_for": "Legal, regulatory, standards, or agency reference for Form PF \u2014 Reporting by Private Fund Advisers scope and source checks." } ] }, @@ -64601,7 +64601,7 @@ "summary": "Use this bundle to scope CNIL Prior Authorisation and Reference Methodologies for Sensitive/Health Processing (France) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion.", "meta_description": "Free CNIL Prior Authorisation and Reference Methodologies for Sensitive/Health Processing (France) Markdown bundle with workflows, source references, and.", "social_summary": "CNIL Prior Authorisation and Reference Methodologies for Sensitive/Health Processing (France): cNIL.", - "download_note": "10 Markdown files · 1,097 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,097 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing CNIL Prior Authorisation and Reference Methodologies for Sensitive/Health Processing (France)", "Teams working in Organisations processing personal data (GDPR controllers and processors)" @@ -64614,7 +64614,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess CNIL Prior Authorisation and Reference Methodologies for Sensitive/Health Processing (France) and draft CNIL Prior Authorisation and Reference Methodologies for Sensitive/Health Processing (France) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cnil.fr — Fr / Methodologies De Reference Pour Les Recherches En Sante Verifier Sa Conformite Aux Mr 001 Et Mr 003, then confirm that the reference is current and applicable. Inspect CNIL Prior Authorisation and Reference Methodologies for Sensitive/Health Processing (France) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess CNIL Prior Authorisation and Reference Methodologies for Sensitive/Health Processing (France) and draft CNIL Prior Authorisation and Reference Methodologies for Sensitive/Health Processing (France) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cnil.fr \u2014 Fr / Methodologies De Reference Pour Les Recherches En Sante Verifier Sa Conformite Aux Mr 001 Et Mr 003, then confirm that the reference is current and applicable. Inspect CNIL Prior Authorisation and Reference Methodologies for Sensitive/Health Processing (France) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -64646,7 +64646,7 @@ ], "source_notes": [ { - "label": "cnil.fr — Fr / Methodologies De Reference Pour Les Recherches En Sante Verifier Sa Conformite Aux Mr 001 Et Mr 003", + "label": "cnil.fr \u2014 Fr / Methodologies De Reference Pour Les Recherches En Sante Verifier Sa Conformite Aux Mr 001 Et Mr 003", "url": "https://www.cnil.fr/fr/methodologies-de-reference-pour-les-recherches-en-sante-verifier-sa-conformite-aux-mr-001-et-mr-003", "used_for": "Legal, regulatory, standards, or agency reference for CNIL Prior Authorisation and Reference Methodologies for Sensitive/Health Processing (France) scope and source checks." } @@ -64809,7 +64809,7 @@ "summary": "Use this bundle to scope Audit Committees and the External Audit: Minimum Standard questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Audit Committees and the External Audit: Minimum Standard source-aware brief.", "meta_description": "Free Audit Committees and the External Audit: Minimum Standard Markdown bundle with workflows, source references, and audit Committees and the External.", "social_summary": "Audit Committees and the External Audit: Minimum Standard: audit Committees and the External Audit.", - "download_note": "10 Markdown files · 991 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 991 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Audit Committees and the External Audit: Minimum Standard", "Teams working in Large commercial organisations and their supply chains" @@ -64822,7 +64822,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Audit Committees and the External Audit: Minimum Standard and draft Audit Committees and the External Audit: Minimum Standard source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with frc.org.uk — Corporate Governance / Audit Committees And The External Audit Minimum Standard, then confirm that the reference is current and applicable. Inspect Audit Committees and the External Audit: Minimum Standard Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Audit Committees and the External Audit: Minimum Standard and draft Audit Committees and the External Audit: Minimum Standard source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with frc.org.uk \u2014 Corporate Governance / Audit Committees And The External Audit Minimum Standard, then confirm that the reference is current and applicable. Inspect Audit Committees and the External Audit: Minimum Standard Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -64854,7 +64854,7 @@ ], "source_notes": [ { - "label": "frc.org.uk — Corporate Governance / Audit Committees And The External Audit Minimum Standard", + "label": "frc.org.uk \u2014 Corporate Governance / Audit Committees And The External Audit Minimum Standard", "url": "https://www.frc.org.uk/library/standards-codes-policy/corporate-governance/audit-committees-and-the-external-audit-minimum-standard/", "used_for": "Legal, regulatory, standards, or agency reference for Audit Committees and the External Audit: Minimum Standard scope and source checks." } @@ -65014,10 +65014,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging Audit Firm Governance Code questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Audit Firm Governance Code questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Audit Firm Governance Code source-aware brief. Start source review with frc.org.uk — Audit Assurance And Ethics / Audit Firm Governance Code.", + "summary": "Use this bundle to scope Audit Firm Governance Code questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Audit Firm Governance Code source-aware brief. Start source review with frc.org.uk \u2014 Audit Assurance And Ethics / Audit Firm Governance Code.", "meta_description": "Free Audit Firm Governance Code Markdown bundle with workflows, source references, and audit Firm Governance Code source-aware brief for use with AI.", "social_summary": "Audit Firm Governance Code: audit Firm Governance Code source-aware brief, workflows, and review.", - "download_note": "10 Markdown files · 871 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 871 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Audit Firm Governance Code", "Teams working in Large commercial organisations and their supply chains" @@ -65030,7 +65030,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Audit Firm Governance Code and draft Audit Firm Governance Code source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with frc.org.uk — Audit Assurance And Ethics / Audit Firm Governance Code, then confirm that the reference is current and applicable. Inspect Audit Firm Governance Code Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Audit Firm Governance Code and draft Audit Firm Governance Code source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with frc.org.uk \u2014 Audit Assurance And Ethics / Audit Firm Governance Code, then confirm that the reference is current and applicable. Inspect Audit Firm Governance Code Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -65062,7 +65062,7 @@ ], "source_notes": [ { - "label": "frc.org.uk — Audit Assurance And Ethics / Audit Firm Governance Code", + "label": "frc.org.uk \u2014 Audit Assurance And Ethics / Audit Firm Governance Code", "url": "https://www.frc.org.uk/library/standards-codes-policy/audit-assurance-and-ethics/audit-firm-governance-code/", "used_for": "Legal, regulatory, standards, or agency reference for Audit Firm Governance Code scope and source checks." } @@ -65225,7 +65225,7 @@ "summary": "Use this bundle to scope International Standards on Auditing (UK) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is International Standards on Auditing (UK) source-aware brief.", "meta_description": "Free International Standards on Auditing (UK) Markdown bundle with workflows, source references, and international Standards on Auditing (UK) source-aware.", "social_summary": "International Standards on Auditing (UK): international Standards on Auditing (UK) source-aware brief.", - "download_note": "10 Markdown files · 903 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 903 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing International Standards on Auditing (UK)", "Teams working in Large commercial organisations and their supply chains" @@ -65238,7 +65238,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess International Standards on Auditing (UK) and draft International Standards on Auditing (UK) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with frc.org.uk — Audit Assurance And Ethics / Auditing Standards, then confirm that the reference is current and applicable. Inspect International Standards on Auditing (UK) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess International Standards on Auditing (UK) and draft International Standards on Auditing (UK) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with frc.org.uk \u2014 Audit Assurance And Ethics / Auditing Standards, then confirm that the reference is current and applicable. Inspect International Standards on Auditing (UK) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -65270,7 +65270,7 @@ ], "source_notes": [ { - "label": "frc.org.uk — Audit Assurance And Ethics / Auditing Standards", + "label": "frc.org.uk \u2014 Audit Assurance And Ethics / Auditing Standards", "url": "https://www.frc.org.uk/library/standards-codes-policy/audit-assurance-and-ethics/auditing-standards/", "used_for": "Legal, regulatory, standards, or agency reference for International Standards on Auditing (UK) scope and source checks." } @@ -65429,10 +65429,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging UK Corporate Governance Code 2024 questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope UK Corporate Governance Code 2024 questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is UK Corporate Governance Code 2024 source-aware brief. Start source review with frc.org.uk — Corporate Governance / Uk Corporate Governance Code.", + "summary": "Use this bundle to scope UK Corporate Governance Code 2024 questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is UK Corporate Governance Code 2024 source-aware brief. Start source review with frc.org.uk \u2014 Corporate Governance / Uk Corporate Governance Code.", "meta_description": "Free UK Corporate Governance Code 2024 Markdown bundle with workflows, source references, and uK Corporate Governance Code 2024 source-aware brief for use.", "social_summary": "UK Corporate Governance Code 2024: uK Corporate Governance Code 2024 source-aware brief, workflows, and.", - "download_note": "10 Markdown files · 910 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 910 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing UK Corporate Governance Code 2024", "Teams working in Large commercial organisations and their supply chains" @@ -65445,7 +65445,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess UK Corporate Governance Code 2024 and draft UK Corporate Governance Code 2024 source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with frc.org.uk — Corporate Governance / Uk Corporate Governance Code, then confirm that the reference is current and applicable. Inspect UK Corporate Governance Code 2024 Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess UK Corporate Governance Code 2024 and draft UK Corporate Governance Code 2024 source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with frc.org.uk \u2014 Corporate Governance / Uk Corporate Governance Code, then confirm that the reference is current and applicable. Inspect UK Corporate Governance Code 2024 Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -65477,7 +65477,7 @@ ], "source_notes": [ { - "label": "frc.org.uk — Corporate Governance / Uk Corporate Governance Code", + "label": "frc.org.uk \u2014 Corporate Governance / Uk Corporate Governance Code", "url": "https://www.frc.org.uk/library/standards-codes-policy/corporate-governance/uk-corporate-governance-code/", "used_for": "Legal, regulatory, standards, or agency reference for UK Corporate Governance Code 2024 scope and source checks." } @@ -65638,7 +65638,7 @@ "summary": "Use this bundle to scope FRC Revised Ethical Standard 2024 (for Auditors) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FRC Revised Ethical Standard 2024 (for Auditors) source-aware brief.", "meta_description": "Free FRC Revised Ethical Standard 2024 (for Auditors) Markdown bundle with workflows, source references, and fRC Revised Ethical Standard 2024 (for.", "social_summary": "FRC Revised Ethical Standard 2024 (for Auditors): fRC Revised Ethical Standard 2024 (for Auditors).", - "download_note": "10 Markdown files · 959 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 959 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FRC Revised Ethical Standard 2024 (for Auditors)", "Teams working in Large commercial organisations and their supply chains" @@ -65651,7 +65651,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FRC Revised Ethical Standard 2024 (for Auditors) and draft FRC Revised Ethical Standard 2024 (for Auditors) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with frc.org.uk — Audit Assurance And Ethics / Ethical Standard For Auditors, then confirm that the reference is current and applicable. Inspect FRC Revised Ethical Standard 2024 (for Auditors) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FRC Revised Ethical Standard 2024 (for Auditors) and draft FRC Revised Ethical Standard 2024 (for Auditors) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with frc.org.uk \u2014 Audit Assurance And Ethics / Ethical Standard For Auditors, then confirm that the reference is current and applicable. Inspect FRC Revised Ethical Standard 2024 (for Auditors) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -65683,7 +65683,7 @@ ], "source_notes": [ { - "label": "frc.org.uk — Audit Assurance And Ethics / Ethical Standard For Auditors", + "label": "frc.org.uk \u2014 Audit Assurance And Ethics / Ethical Standard For Auditors", "url": "https://www.frc.org.uk/library/standards-codes-policy/audit-assurance-and-ethics/ethical-standard-for-auditors/", "used_for": "Legal, regulatory, standards, or agency reference for FRC Revised Ethical Standard 2024 (for Auditors) scope and source checks." } @@ -65845,7 +65845,7 @@ "summary": "Use this bundle to scope FRC Audit and Corporate Reporting Monitoring questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FRC Audit and Corporate Reporting Monitoring source-aware brief.", "meta_description": "Free FRC Audit and Corporate Reporting Monitoring Markdown bundle with workflows, source references, and fRC Audit and Corporate Reporting Monitoring.", "social_summary": "FRC Audit and Corporate Reporting Monitoring: fRC Audit and Corporate Reporting Monitoring source-aware.", - "download_note": "10 Markdown files · 933 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 933 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FRC Audit and Corporate Reporting Monitoring", "Teams working in Large commercial organisations and their supply chains" @@ -65858,7 +65858,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FRC Audit and Corporate Reporting Monitoring and draft FRC Audit and Corporate Reporting Monitoring source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with frc.org.uk — Corporate Reporting Review / Corporate Reporting Review Overview, then confirm that the reference is current and applicable. Inspect FRC Audit and Corporate Reporting Monitoring Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FRC Audit and Corporate Reporting Monitoring and draft FRC Audit and Corporate Reporting Monitoring source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with frc.org.uk \u2014 Corporate Reporting Review / Corporate Reporting Review Overview, then confirm that the reference is current and applicable. Inspect FRC Audit and Corporate Reporting Monitoring Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -65890,7 +65890,7 @@ ], "source_notes": [ { - "label": "frc.org.uk — Corporate Reporting Review / Corporate Reporting Review Overview", + "label": "frc.org.uk \u2014 Corporate Reporting Review / Corporate Reporting Review Overview", "url": "https://www.frc.org.uk/library/supervision/corporate-reporting-review/corporate-reporting-review-overview/", "used_for": "Legal, regulatory, standards, or agency reference for FRC Audit and Corporate Reporting Monitoring scope and source checks." } @@ -66052,7 +66052,7 @@ "summary": "Use this bundle to scope Public Interest Entity Auditor Registration Regulations questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Public Interest Entity Auditor Registration Regulations source-aware brief.", "meta_description": "Free Public Interest Entity Auditor Registration Regulations Markdown bundle with workflows, source references, and public Interest Entity Auditor.", "social_summary": "Public Interest Entity Auditor Registration Regulations: public Interest Entity Auditor Registration.", - "download_note": "10 Markdown files · 935 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 935 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Public Interest Entity Auditor Registration Regulations", "Teams working in Large commercial organisations and their supply chains" @@ -66065,7 +66065,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Public Interest Entity Auditor Registration Regulations and draft Public Interest Entity Auditor Registration Regulations source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with frc.org.uk — Audit Firm Supervision / Public Interest Entity Pie Auditor Registration, then confirm that the reference is current and applicable. Inspect Public Interest Entity Auditor Registration Regulations Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Public Interest Entity Auditor Registration Regulations and draft Public Interest Entity Auditor Registration Regulations source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with frc.org.uk \u2014 Audit Firm Supervision / Public Interest Entity Pie Auditor Registration, then confirm that the reference is current and applicable. Inspect Public Interest Entity Auditor Registration Regulations Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -66097,7 +66097,7 @@ ], "source_notes": [ { - "label": "frc.org.uk — Audit Firm Supervision / Public Interest Entity Pie Auditor Registration", + "label": "frc.org.uk \u2014 Audit Firm Supervision / Public Interest Entity Pie Auditor Registration", "url": "https://www.frc.org.uk/library/supervision/audit-firm-supervision/public-interest-entity-pie-auditor-registration/", "used_for": "Legal, regulatory, standards, or agency reference for Public Interest Entity Auditor Registration Regulations scope and source checks." } @@ -66261,7 +66261,7 @@ "summary": "Use this bundle to scope Quality Management Standards (ISQM (UK) 1 and 2) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Quality Management Standards (ISQM (UK) 1 and 2) source-aware brief.", "meta_description": "Free Quality Management Standards (ISQM (UK) 1 and 2) Markdown bundle with workflows, source references, and quality Management Standards (ISQM (UK) 1 and.", "social_summary": "Quality Management Standards (ISQM (UK) 1 and 2): quality Management Standards (ISQM (UK) 1 and 2).", - "download_note": "10 Markdown files · 998 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 998 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Quality Management Standards (ISQM (UK) 1 and 2)", "Teams working in Large commercial organisations and their supply chains" @@ -66274,7 +66274,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Quality Management Standards (ISQM (UK) 1 and 2) and draft Quality Management Standards (ISQM (UK) 1 and 2) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with frc.org.uk — Auditing Standards / Isqm Uk 1, then confirm that the reference is current and applicable. Inspect Quality Management Standards (ISQM (UK) 1 and 2) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Quality Management Standards (ISQM (UK) 1 and 2) and draft Quality Management Standards (ISQM (UK) 1 and 2) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with frc.org.uk \u2014 Auditing Standards / Isqm Uk 1, then confirm that the reference is current and applicable. Inspect Quality Management Standards (ISQM (UK) 1 and 2) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -66306,7 +66306,7 @@ ], "source_notes": [ { - "label": "frc.org.uk — Auditing Standards / Isqm Uk 1", + "label": "frc.org.uk \u2014 Auditing Standards / Isqm Uk 1", "url": "https://www.frc.org.uk/library/standards-codes-policy/audit-assurance-and-ethics/auditing-standards/isqm-uk-1/", "used_for": "Legal, regulatory, standards, or agency reference for Quality Management Standards (ISQM (UK) 1 and 2) scope and source checks." } @@ -66464,10 +66464,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging UK Stewardship Code 2026 questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope UK Stewardship Code 2026 questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is UK Stewardship Code 2026 source-aware brief. Start source review with frc.org.uk — Stewardship / Uk Stewardship Code.", + "summary": "Use this bundle to scope UK Stewardship Code 2026 questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is UK Stewardship Code 2026 source-aware brief. Start source review with frc.org.uk \u2014 Stewardship / Uk Stewardship Code.", "meta_description": "Free UK Stewardship Code 2026 Markdown bundle with workflows, source references, and uK Stewardship Code 2026 source-aware brief for use with AI assistants.", "social_summary": "UK Stewardship Code 2026: uK Stewardship Code 2026 source-aware brief, workflows, and review guidance", - "download_note": "10 Markdown files · 877 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 877 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing UK Stewardship Code 2026", "Teams working in Large commercial organisations and their supply chains" @@ -66480,7 +66480,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess UK Stewardship Code 2026 and draft UK Stewardship Code 2026 source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with frc.org.uk — Stewardship / Uk Stewardship Code, then confirm that the reference is current and applicable. Inspect UK Stewardship Code 2026 Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess UK Stewardship Code 2026 and draft UK Stewardship Code 2026 source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with frc.org.uk \u2014 Stewardship / Uk Stewardship Code, then confirm that the reference is current and applicable. Inspect UK Stewardship Code 2026 Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -66512,7 +66512,7 @@ ], "source_notes": [ { - "label": "frc.org.uk — Stewardship / Uk Stewardship Code", + "label": "frc.org.uk \u2014 Stewardship / Uk Stewardship Code", "url": "https://www.frc.org.uk/library/standards-codes-policy/stewardship/uk-stewardship-code/", "used_for": "Legal, regulatory, standards, or agency reference for UK Stewardship Code 2026 scope and source checks." } @@ -66674,7 +66674,7 @@ "summary": "Use this bundle to scope Guidance on the Strategic Report questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Guidance on the Strategic Report source-aware brief.", "meta_description": "Free Guidance on the Strategic Report Markdown bundle with workflows, source references, and guidance on the Strategic Report source-aware brief for use.", "social_summary": "Guidance on the Strategic Report: guidance on the Strategic Report source-aware brief, workflows, and.", - "download_note": "10 Markdown files · 902 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 902 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Guidance on the Strategic Report", "Teams working in Large commercial organisations and their supply chains" @@ -66687,7 +66687,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Guidance on the Strategic Report and draft Guidance on the Strategic Report source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with frc.org.uk — Annual Corporate Reporting / Guidance On The Strategic Report, then confirm that the reference is current and applicable. Inspect Guidance on the Strategic Report Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Guidance on the Strategic Report and draft Guidance on the Strategic Report source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with frc.org.uk \u2014 Annual Corporate Reporting / Guidance On The Strategic Report, then confirm that the reference is current and applicable. Inspect Guidance on the Strategic Report Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -66719,7 +66719,7 @@ ], "source_notes": [ { - "label": "frc.org.uk — Annual Corporate Reporting / Guidance On The Strategic Report", + "label": "frc.org.uk \u2014 Annual Corporate Reporting / Guidance On The Strategic Report", "url": "https://www.frc.org.uk/library/standards-codes-policy/accounting-and-reporting/annual-corporate-reporting/guidance-on-the-strategic-report/", "used_for": "Legal, regulatory, standards, or agency reference for Guidance on the Strategic Report scope and source checks." } @@ -66882,7 +66882,7 @@ "summary": "Use this bundle to scope Structured Digital Reporting and XBRL Taxonomies questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Structured Digital Reporting and XBRL Taxonomies source-aware brief.", "meta_description": "Free Structured Digital Reporting and XBRL Taxonomies Markdown bundle with workflows, source references, and structured Digital Reporting and XBRL.", "social_summary": "Structured Digital Reporting and XBRL Taxonomies: structured Digital Reporting and XBRL Taxonomies.", - "download_note": "10 Markdown files · 944 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 944 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Structured Digital Reporting and XBRL Taxonomies", "Teams working in Large commercial organisations and their supply chains" @@ -66895,7 +66895,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Structured Digital Reporting and XBRL Taxonomies and draft Structured Digital Reporting and XBRL Taxonomies source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with frc.org.uk — Accounting And Reporting / Frc Taxonomies, then confirm that the reference is current and applicable. Inspect Structured Digital Reporting and XBRL Taxonomies Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Structured Digital Reporting and XBRL Taxonomies and draft Structured Digital Reporting and XBRL Taxonomies source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with frc.org.uk \u2014 Accounting And Reporting / Frc Taxonomies, then confirm that the reference is current and applicable. Inspect Structured Digital Reporting and XBRL Taxonomies Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -66927,7 +66927,7 @@ ], "source_notes": [ { - "label": "frc.org.uk — Accounting And Reporting / Frc Taxonomies", + "label": "frc.org.uk \u2014 Accounting And Reporting / Frc Taxonomies", "url": "https://www.frc.org.uk/library/standards-codes-policy/accounting-and-reporting/frc-taxonomies/", "used_for": "Legal, regulatory, standards, or agency reference for Structured Digital Reporting and XBRL Taxonomies scope and source checks." } @@ -67086,10 +67086,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for triaging Technical Actuarial Standards (TAS) questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Technical Actuarial Standards (TAS) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Technical Actuarial Standards (TAS) source-aware brief. Start source review with frc.org.uk — Standards Codes Policy / Actuarial.", + "summary": "Use this bundle to scope Technical Actuarial Standards (TAS) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Technical Actuarial Standards (TAS) source-aware brief. Start source review with frc.org.uk \u2014 Standards Codes Policy / Actuarial.", "meta_description": "Free Technical Actuarial Standards (TAS) Markdown bundle with workflows, source references, and technical Actuarial Standards (TAS) source-aware brief for.", "social_summary": "Technical Actuarial Standards (TAS): technical Actuarial Standards (TAS) source-aware brief, workflows.", - "download_note": "10 Markdown files · 887 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 887 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Technical Actuarial Standards (TAS)", "Teams working in Large commercial organisations and their supply chains" @@ -67102,7 +67102,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Technical Actuarial Standards (TAS) and draft Technical Actuarial Standards (TAS) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with frc.org.uk — Standards Codes Policy / Actuarial, then confirm that the reference is current and applicable. Inspect Technical Actuarial Standards (TAS) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Technical Actuarial Standards (TAS) and draft Technical Actuarial Standards (TAS) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with frc.org.uk \u2014 Standards Codes Policy / Actuarial, then confirm that the reference is current and applicable. Inspect Technical Actuarial Standards (TAS) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -67134,7 +67134,7 @@ ], "source_notes": [ { - "label": "frc.org.uk — Standards Codes Policy / Actuarial", + "label": "frc.org.uk \u2014 Standards Codes Policy / Actuarial", "url": "https://www.frc.org.uk/library/standards-codes-policy/actuarial/", "used_for": "Legal, regulatory, standards, or agency reference for Technical Actuarial Standards (TAS) scope and source checks." } @@ -67294,7 +67294,7 @@ "summary": "Use this bundle to scope UK GAAP Financial Reporting Standards (FRS 100-105) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is UK GAAP Financial Reporting Standards (FRS 100-105) source-aware brief.", "meta_description": "Free UK GAAP Financial Reporting Standards (FRS 100-105) Markdown bundle with workflows, source references, and uK GAAP Financial Reporting Standards (FRS.", "social_summary": "UK GAAP Financial Reporting Standards (FRS 100-105): uK GAAP Financial Reporting Standards (FRS 100-105).", - "download_note": "10 Markdown files · 991 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 991 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing UK GAAP Financial Reporting Standards (FRS 100-105)", "Teams working in Large commercial organisations and their supply chains" @@ -67307,7 +67307,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess UK GAAP Financial Reporting Standards (FRS 100-105) and draft UK GAAP Financial Reporting Standards (FRS 100-105) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with frc.org.uk — Accounting And Reporting / Uk Accounting Standards, then confirm that the reference is current and applicable. Inspect UK GAAP Financial Reporting Standards (FRS 100-105) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess UK GAAP Financial Reporting Standards (FRS 100-105) and draft UK GAAP Financial Reporting Standards (FRS 100-105) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with frc.org.uk \u2014 Accounting And Reporting / Uk Accounting Standards, then confirm that the reference is current and applicable. Inspect UK GAAP Financial Reporting Standards (FRS 100-105) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -67339,7 +67339,7 @@ ], "source_notes": [ { - "label": "frc.org.uk — Accounting And Reporting / Uk Accounting Standards", + "label": "frc.org.uk \u2014 Accounting And Reporting / Uk Accounting Standards", "url": "https://www.frc.org.uk/library/standards-codes-policy/accounting-and-reporting/uk-accounting-standards/", "used_for": "Legal, regulatory, standards, or agency reference for UK GAAP Financial Reporting Standards (FRS 100-105) scope and source checks." } @@ -67501,7 +67501,7 @@ "summary": "Use this bundle to scope Egg Products HACCP and Sanitation SOPs (9 CFR Part 590) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Egg Products HACCP and Sanitation SOPs (9 CFR Part 590) source-aware brief.", "meta_description": "Free Egg Products HACCP and Sanitation SOPs (9 CFR Part 590) Markdown bundle with workflows, source references, and egg Products HACCP and Sanitation SOPs.", "social_summary": "Egg Products HACCP and Sanitation SOPs (9 CFR Part 590): egg Products HACCP and Sanitation SOPs (9 CFR.", - "download_note": "10 Markdown files · 1,053 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,053 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Egg Products HACCP and Sanitation SOPs (9 CFR Part 590)", "Teams working in Food manufacturing and processing" @@ -67514,7 +67514,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Egg Products HACCP and Sanitation SOPs (9 CFR Part 590) and draft Egg Products HACCP and Sanitation SOPs (9 CFR Part 590) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subchapter I / Part 590, then confirm that the reference is current and applicable. Inspect Egg Products HACCP and Sanitation SOPs (9 CFR Part 590) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Egg Products HACCP and Sanitation SOPs (9 CFR Part 590) and draft Egg Products HACCP and Sanitation SOPs (9 CFR Part 590) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subchapter I / Part 590, then confirm that the reference is current and applicable. Inspect Egg Products HACCP and Sanitation SOPs (9 CFR Part 590) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -67546,7 +67546,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subchapter I / Part 590", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter I / Part 590", "url": "https://www.ecfr.gov/current/title-9/chapter-III/subchapter-I/part-590", "used_for": "Legal, regulatory, standards, or agency reference for Egg Products HACCP and Sanitation SOPs (9 CFR Part 590) scope and source checks." } @@ -67708,7 +67708,7 @@ "summary": "Use this bundle to scope FSIS Export Certification and Import Inspection (9 CFR Parts 322/327 / 381 Subparts T) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FSIS Export Certification and Import Inspection (9 CFR Parts 322/327 / 381 Subparts T).", "meta_description": "Free FSIS Export Certification and Import Inspection (9 CFR Parts 322/327 / 381 Subparts T) Markdown bundle with workflows, source references, and fSIS.", "social_summary": "FSIS Export Certification and Import Inspection (9 CFR Parts 322/327 / 381 Subparts T): fSIS Export.", - "download_note": "10 Markdown files · 1,181 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,181 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FSIS Export Certification and Import Inspection (9 CFR Parts 322/327 / 381 Subparts T)", "Teams working in Food manufacturing and processing" @@ -67721,7 +67721,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FSIS Export Certification and Import Inspection (9 CFR Parts 322/327 / 381 Subparts T) and draft FSIS Export Certification and Import Inspection (9 CFR Parts 322/327 / 381 Subparts T) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subchapter A / Part 322, then confirm that the reference is current and applicable. Inspect FSIS Export Certification and Import Inspection (9 CFR Parts 322/327 / 381 Subparts T) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FSIS Export Certification and Import Inspection (9 CFR Parts 322/327 / 381 Subparts T) and draft FSIS Export Certification and Import Inspection (9 CFR Parts 322/327 / 381 Subparts T) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subchapter A / Part 322, then confirm that the reference is current and applicable. Inspect FSIS Export Certification and Import Inspection (9 CFR Parts 322/327 / 381 Subparts T) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -67753,7 +67753,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subchapter A / Part 322", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter A / Part 322", "url": "https://www.ecfr.gov/current/title-9/chapter-III/subchapter-A/part-322", "used_for": "Legal, regulatory, standards, or agency reference for FSIS Export Certification and Import Inspection (9 CFR Parts 322/327 / 381 Subparts T) scope and source checks." } @@ -67915,7 +67915,7 @@ "summary": "Use this bundle to scope Application for and Grant of Federal Inspection (9 CFR Part 304 / 381 Subpart C) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Application for and Grant of Federal Inspection (9 CFR Part 304 / 381 Subpart C) source-aware brief.", "meta_description": "Free Application for and Grant of Federal Inspection (9 CFR Part 304 / 381 Subpart C) Markdown bundle with workflows, source references, and application.", "social_summary": "Application for and Grant of Federal Inspection (9 CFR Part 304 / 381 Subpart C): application for and.", - "download_note": "10 Markdown files · 1,179 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,179 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Application for and Grant of Federal Inspection (9 CFR Part 304 / 381 Subpart C)", "Teams working in Food manufacturing and processing" @@ -67928,7 +67928,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Application for and Grant of Federal Inspection (9 CFR Part 304 / 381 Subpart C) and draft Application for and Grant of Federal Inspection (9 CFR Part 304 / 381 Subpart C) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subchapter A / Part 304, then confirm that the reference is current and applicable. Inspect Application for and Grant of Federal Inspection (9 CFR Part 304 / 381 Subpart C) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Application for and Grant of Federal Inspection (9 CFR Part 304 / 381 Subpart C) and draft Application for and Grant of Federal Inspection (9 CFR Part 304 / 381 Subpart C) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subchapter A / Part 304, then confirm that the reference is current and applicable. Inspect Application for and Grant of Federal Inspection (9 CFR Part 304 / 381 Subpart C) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -67960,7 +67960,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subchapter A / Part 304", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter A / Part 304", "url": "https://www.ecfr.gov/current/title-9/chapter-III/subchapter-A/part-304", "used_for": "Legal, regulatory, standards, or agency reference for Application for and Grant of Federal Inspection (9 CFR Part 304 / 381 Subpart C) scope and source checks." } @@ -68121,7 +68121,7 @@ "summary": "Use this bundle to scope HACCP System for Meat and Poultry (9 CFR Part 417) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is HACCP System for Meat and Poultry (9 CFR Part 417) source-aware brief.", "meta_description": "Free HACCP System for Meat and Poultry (9 CFR Part 417) Markdown bundle with workflows, source references, and hACCP System for Meat and Poultry (9 CFR.", "social_summary": "HACCP System for Meat and Poultry (9 CFR Part 417): hACCP System for Meat and Poultry (9 CFR Part 417).", - "download_note": "10 Markdown files · 1,074 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,074 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing HACCP System for Meat and Poultry (9 CFR Part 417)", "Teams working in Food manufacturing and processing" @@ -68134,7 +68134,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess HACCP System for Meat and Poultry (9 CFR Part 417) and draft HACCP System for Meat and Poultry (9 CFR Part 417) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subchapter E / Part 417, then confirm that the reference is current and applicable. Inspect HACCP System for Meat and Poultry (9 CFR Part 417) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess HACCP System for Meat and Poultry (9 CFR Part 417) and draft HACCP System for Meat and Poultry (9 CFR Part 417) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subchapter E / Part 417, then confirm that the reference is current and applicable. Inspect HACCP System for Meat and Poultry (9 CFR Part 417) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -68166,7 +68166,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subchapter E / Part 417", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter E / Part 417", "url": "https://www.ecfr.gov/current/title-9/chapter-III/subchapter-E/part-417", "used_for": "Legal, regulatory, standards, or agency reference for HACCP System for Meat and Poultry (9 CFR Part 417) scope and source checks." } @@ -68328,7 +68328,7 @@ "summary": "Use this bundle to scope Humane Handling and Slaughter (9 CFR Part 313 / 381.65) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Humane Handling and Slaughter (9 CFR Part 313 / 381.65) source-aware brief.", "meta_description": "Free Humane Handling and Slaughter (9 CFR Part 313 / 381.65) Markdown bundle with workflows, source references, and humane Handling and Slaughter (9 CFR.", "social_summary": "Humane Handling and Slaughter (9 CFR Part 313 / 381.65): humane Handling and Slaughter (9 CFR Part 313 /.", - "download_note": "10 Markdown files · 1,066 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,066 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Humane Handling and Slaughter (9 CFR Part 313 / 381.65)", "Teams working in Food manufacturing and processing" @@ -68341,7 +68341,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Humane Handling and Slaughter (9 CFR Part 313 / 381.65) and draft Humane Handling and Slaughter (9 CFR Part 313 / 381.65) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subchapter A / Part 313, then confirm that the reference is current and applicable. Inspect Humane Handling and Slaughter (9 CFR Part 313 / 381.65) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Humane Handling and Slaughter (9 CFR Part 313 / 381.65) and draft Humane Handling and Slaughter (9 CFR Part 313 / 381.65) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subchapter A / Part 313, then confirm that the reference is current and applicable. Inspect Humane Handling and Slaughter (9 CFR Part 313 / 381.65) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -68373,7 +68373,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subchapter A / Part 313", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter A / Part 313", "url": "https://www.ecfr.gov/current/title-9/chapter-III/subchapter-A/part-313", "used_for": "Legal, regulatory, standards, or agency reference for Humane Handling and Slaughter (9 CFR Part 313 / 381.65) scope and source checks." } @@ -68534,7 +68534,7 @@ "summary": "Use this bundle to scope Meat/Poultry Label Approval (9 CFR Part 412) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Meat/Poultry Label Approval (9 CFR Part 412) source-aware brief.", "meta_description": "Free Meat/Poultry Label Approval (9 CFR Part 412) Markdown bundle with workflows, source references, and meat/Poultry Label Approval (9 CFR Part 412).", "social_summary": "Meat/Poultry Label Approval (9 CFR Part 412): meat/Poultry Label Approval (9 CFR Part 412) source-aware.", - "download_note": "10 Markdown files · 1,001 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,001 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Meat/Poultry Label Approval (9 CFR Part 412)", "Teams working in Food manufacturing and processing" @@ -68547,7 +68547,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Meat/Poultry Label Approval (9 CFR Part 412) and draft Meat/Poultry Label Approval (9 CFR Part 412) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subchapter E / Part 412, then confirm that the reference is current and applicable. Inspect Meat/Poultry Label Approval (9 CFR Part 412) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Meat/Poultry Label Approval (9 CFR Part 412) and draft Meat/Poultry Label Approval (9 CFR Part 412) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subchapter E / Part 412, then confirm that the reference is current and applicable. Inspect Meat/Poultry Label Approval (9 CFR Part 412) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -68579,7 +68579,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subchapter E / Part 412", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter E / Part 412", "url": "https://www.ecfr.gov/current/title-9/chapter-III/subchapter-E/part-412", "used_for": "Legal, regulatory, standards, or agency reference for Meat/Poultry Label Approval (9 CFR Part 412) scope and source checks." } @@ -68741,7 +68741,7 @@ "summary": "Use this bundle to scope Lethality and Stabilization Performance Standards for Cooked Meat/Poultry (9 CFR 318.17 / 381.150) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion.", "meta_description": "Free Lethality and Stabilization Performance Standards for Cooked Meat/Poultry (9 CFR 318.17 / 381.150) Markdown bundle with workflows, source references.", "social_summary": "Lethality and Stabilization Performance Standards for Cooked Meat/Poultry (9 CFR 318.17 / 381.150).", - "download_note": "10 Markdown files · 1,216 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,216 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Lethality and Stabilization Performance Standards for Cooked Meat/Poultry (9 CFR 318.17 / 381.150)", "Teams working in Food manufacturing and processing" @@ -68754,7 +68754,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Lethality and Stabilization Performance Standards for Cooked Meat/Poultry (9 CFR 318.17 / 381.150) and draft Lethality and Stabilization Performance Standards for Cooked Meat/Poultry (9 CFR 318.17 / 381.150) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Part 318 / Section 318.17, then confirm that the reference is current and applicable. Inspect Lethality and Stabilization Performance Standards for Cooked Meat/Poultry (9 CFR 318.17 / 381.150) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Lethality and Stabilization Performance Standards for Cooked Meat/Poultry (9 CFR 318.17 / 381.150) and draft Lethality and Stabilization Performance Standards for Cooked Meat/Poultry (9 CFR 318.17 / 381.150) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Part 318 / Section 318.17, then confirm that the reference is current and applicable. Inspect Lethality and Stabilization Performance Standards for Cooked Meat/Poultry (9 CFR 318.17 / 381.150) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -68786,7 +68786,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Part 318 / Section 318.17", + "label": "Electronic Code of Federal Regulations \u2014 Part 318 / Section 318.17", "url": "https://www.ecfr.gov/current/title-9/chapter-III/subchapter-A/part-318/section-318.17", "used_for": "Legal, regulatory, standards, or agency reference for Lethality and Stabilization Performance Standards for Cooked Meat/Poultry (9 CFR 318.17 / 381.150) scope and source checks." } @@ -68948,7 +68948,7 @@ "summary": "Use this bundle to scope Control of Listeria monocytogenes in Post-Lethality Exposed RTE Products (9 CFR 430.4) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Control of Listeria monocytogenes in Post-Lethality Exposed RTE Products (9 CFR 430.4).", "meta_description": "Free Control of Listeria monocytogenes in Post-Lethality Exposed RTE Products (9 CFR 430.4) Markdown bundle with workflows, source references, and control.", "social_summary": "Control of Listeria monocytogenes in Post-Lethality Exposed RTE Products (9 CFR 430.4): control of.", - "download_note": "10 Markdown files · 1,147 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,147 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Control of Listeria monocytogenes in Post-Lethality Exposed RTE Products (9 CFR 430.4)", "Teams working in Food manufacturing and processing" @@ -68961,7 +68961,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Control of Listeria monocytogenes in Post-Lethality Exposed RTE Products (9 CFR 430.4) and draft Control of Listeria monocytogenes in Post-Lethality Exposed RTE Products (9 CFR 430.4) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Part 430 / Section 430.4, then confirm that the reference is current and applicable. Inspect Control of Listeria monocytogenes in Post-Lethality Exposed RTE Products (9 CFR 430.4) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Control of Listeria monocytogenes in Post-Lethality Exposed RTE Products (9 CFR 430.4) and draft Control of Listeria monocytogenes in Post-Lethality Exposed RTE Products (9 CFR 430.4) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Part 430 / Section 430.4, then confirm that the reference is current and applicable. Inspect Control of Listeria monocytogenes in Post-Lethality Exposed RTE Products (9 CFR 430.4) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -68993,7 +68993,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Part 430 / Section 430.4", + "label": "Electronic Code of Federal Regulations \u2014 Part 430 / Section 430.4", "url": "https://www.ecfr.gov/current/title-9/chapter-III/subchapter-E/part-430/section-430.4", "used_for": "Legal, regulatory, standards, or agency reference for Control of Listeria monocytogenes in Post-Lethality Exposed RTE Products (9 CFR 430.4) scope and source checks." } @@ -69156,7 +69156,7 @@ "summary": "Use this bundle to scope Mandatory Nutrition Labeling of Meat and Poultry Products (9 CFR 317.300-400 / 381.400-500) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion.", "meta_description": "Free Mandatory Nutrition Labeling of Meat and Poultry Products (9 CFR 317.300-400 / 381.400-500) Markdown bundle with workflows, source references, and.", "social_summary": "Mandatory Nutrition Labeling of Meat and Poultry Products (9 CFR 317.300-400 / 381.400-500): mandatory.", - "download_note": "10 Markdown files · 1,188 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,188 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Mandatory Nutrition Labeling of Meat and Poultry Products (9 CFR 317.300-400 / 381.400-500)", "Teams working in Food manufacturing and processing" @@ -69169,7 +69169,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Mandatory Nutrition Labeling of Meat and Poultry Products (9 CFR 317.300-400 / 381.400-500) and draft Mandatory Nutrition Labeling of Meat and Poultry Products (9 CFR 317.300-400 / 381.400-500) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subpart B / Section 317.300, then confirm that the reference is current and applicable. Inspect Mandatory Nutrition Labeling of Meat and Poultry Products (9 CFR 317.300-400 / 381.400-500) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Mandatory Nutrition Labeling of Meat and Poultry Products (9 CFR 317.300-400 / 381.400-500) and draft Mandatory Nutrition Labeling of Meat and Poultry Products (9 CFR 317.300-400 / 381.400-500) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subpart B / Section 317.300, then confirm that the reference is current and applicable. Inspect Mandatory Nutrition Labeling of Meat and Poultry Products (9 CFR 317.300-400 / 381.400-500) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -69201,7 +69201,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subpart B / Section 317.300", + "label": "Electronic Code of Federal Regulations \u2014 Subpart B / Section 317.300", "url": "https://www.ecfr.gov/current/title-9/chapter-III/subchapter-A/part-317/subpart-B/section-317.300", "used_for": "Legal, regulatory, standards, or agency reference for Mandatory Nutrition Labeling of Meat and Poultry Products (9 CFR 317.300-400 / 381.400-500) scope and source checks." } @@ -69363,7 +69363,7 @@ "summary": "Use this bundle to scope Pathogen Reduction Performance Standards and Process-Control Testing (9 CFR 310.25; Directive 10,250.1) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion.", "meta_description": "Free Pathogen Reduction Performance Standards and Process-Control Testing (9 CFR 310.25; Directive 10,250.1) Markdown bundle with workflows, source.", "social_summary": "Pathogen Reduction Performance Standards and Process-Control Testing (9 CFR 310.25; Directive 10,250.1).", - "download_note": "10 Markdown files · 1,227 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,227 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Pathogen Reduction Performance Standards and Process-Control Testing (9 CFR 310.25; Directive 10,250.1)", "Teams working in Food manufacturing and processing" @@ -69376,7 +69376,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Pathogen Reduction Performance Standards and Process-Control Testing (9 CFR 310.25; Directive 10,250.1) and draft Pathogen Reduction Performance Standards and Process-Control Testing (9 CFR 310.25; Directive 10,250.1) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Part 310 / Section 310.25, then confirm that the reference is current and applicable. Inspect Pathogen Reduction Performance Standards and Process-Control Testing (9 CFR 310.25; Directive 10,250.1) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Pathogen Reduction Performance Standards and Process-Control Testing (9 CFR 310.25; Directive 10,250.1) and draft Pathogen Reduction Performance Standards and Process-Control Testing (9 CFR 310.25; Directive 10,250.1) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Part 310 / Section 310.25, then confirm that the reference is current and applicable. Inspect Pathogen Reduction Performance Standards and Process-Control Testing (9 CFR 310.25; Directive 10,250.1) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -69408,7 +69408,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Part 310 / Section 310.25", + "label": "Electronic Code of Federal Regulations \u2014 Part 310 / Section 310.25", "url": "https://www.ecfr.gov/current/title-9/chapter-III/subchapter-A/part-310/section-310.25", "used_for": "Legal, regulatory, standards, or agency reference for Pathogen Reduction Performance Standards and Process-Control Testing (9 CFR 310.25; Directive 10,250.1) scope and source checks." } @@ -69569,7 +69569,7 @@ "summary": "Use this bundle to scope Notification, Recall, and Reportable Adulteration Procedures (9 CFR Part 418) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Notification, Recall, and Reportable Adulteration Procedures (9 CFR Part 418) source-aware brief.", "meta_description": "Free Notification, Recall, and Reportable Adulteration Procedures (9 CFR Part 418) Markdown bundle with workflows, source references, and notification.", "social_summary": "Notification, Recall, and Reportable Adulteration Procedures (9 CFR Part 418): notification, Recall, and.", - "download_note": "10 Markdown files · 1,059 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,059 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Notification, Recall, and Reportable Adulteration Procedures (9 CFR Part 418)", "Teams working in Food manufacturing and processing" @@ -69582,7 +69582,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Notification, Recall, and Reportable Adulteration Procedures (9 CFR Part 418) and draft Notification, Recall, and Reportable Adulteration Procedures (9 CFR Part 418) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subchapter E / Part 418, then confirm that the reference is current and applicable. Inspect Notification, Recall, and Reportable Adulteration Procedures (9 CFR Part 418) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Notification, Recall, and Reportable Adulteration Procedures (9 CFR Part 418) and draft Notification, Recall, and Reportable Adulteration Procedures (9 CFR Part 418) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subchapter E / Part 418, then confirm that the reference is current and applicable. Inspect Notification, Recall, and Reportable Adulteration Procedures (9 CFR Part 418) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -69614,7 +69614,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subchapter E / Part 418", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter E / Part 418", "url": "https://www.ecfr.gov/current/title-9/chapter-III/subchapter-E/part-418", "used_for": "Legal, regulatory, standards, or agency reference for Notification, Recall, and Reportable Adulteration Procedures (9 CFR Part 418) scope and source checks." } @@ -69776,7 +69776,7 @@ "summary": "Use this bundle to scope Records, Registration, and Production Reports (9 CFR Part 320) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Records, Registration, and Production Reports (9 CFR Part 320) source-aware brief.", "meta_description": "Free Records, Registration, and Production Reports (9 CFR Part 320) Markdown bundle with workflows, source references, and records, Registration, and.", "social_summary": "Records, Registration, and Production Reports (9 CFR Part 320): records, Registration, and Production.", - "download_note": "10 Markdown files · 1,045 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,045 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Records, Registration, and Production Reports (9 CFR Part 320)", "Teams working in Food manufacturing and processing" @@ -69789,7 +69789,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Records, Registration, and Production Reports (9 CFR Part 320) and draft Records, Registration, and Production Reports (9 CFR Part 320) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subchapter A / Part 320, then confirm that the reference is current and applicable. Inspect Records, Registration, and Production Reports (9 CFR Part 320) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Records, Registration, and Production Reports (9 CFR Part 320) and draft Records, Registration, and Production Reports (9 CFR Part 320) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subchapter A / Part 320, then confirm that the reference is current and applicable. Inspect Records, Registration, and Production Reports (9 CFR Part 320) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -69821,7 +69821,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subchapter A / Part 320", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter A / Part 320", "url": "https://www.ecfr.gov/current/title-9/chapter-III/subchapter-A/part-320", "used_for": "Legal, regulatory, standards, or agency reference for Records, Registration, and Production Reports (9 CFR Part 320) scope and source checks." } @@ -69982,7 +69982,7 @@ "summary": "Use this bundle to scope Sanitation SOPs and Sanitation Requirements (9 CFR Part 416) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Sanitation SOPs and Sanitation Requirements (9 CFR Part 416) source-aware brief.", "meta_description": "Free Sanitation SOPs and Sanitation Requirements (9 CFR Part 416) Markdown bundle with workflows, source references, and sanitation SOPs and Sanitation.", "social_summary": "Sanitation SOPs and Sanitation Requirements (9 CFR Part 416): sanitation SOPs and Sanitation.", - "download_note": "10 Markdown files · 1,040 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,040 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Sanitation SOPs and Sanitation Requirements (9 CFR Part 416)", "Teams working in Food manufacturing and processing" @@ -69995,7 +69995,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Sanitation SOPs and Sanitation Requirements (9 CFR Part 416) and draft Sanitation SOPs and Sanitation Requirements (9 CFR Part 416) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subchapter E / Part 416, then confirm that the reference is current and applicable. Inspect Sanitation SOPs and Sanitation Requirements (9 CFR Part 416) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Sanitation SOPs and Sanitation Requirements (9 CFR Part 416) and draft Sanitation SOPs and Sanitation Requirements (9 CFR Part 416) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subchapter E / Part 416, then confirm that the reference is current and applicable. Inspect Sanitation SOPs and Sanitation Requirements (9 CFR Part 416) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -70027,7 +70027,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subchapter E / Part 416", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter E / Part 416", "url": "https://www.ecfr.gov/current/title-9/chapter-III/subchapter-E/part-416", "used_for": "Legal, regulatory, standards, or agency reference for Sanitation SOPs and Sanitation Requirements (9 CFR Part 416) scope and source checks." } @@ -70190,7 +70190,7 @@ "summary": "Use this bundle to scope E. coli O157:H7 and non-O157 STEC Hazard Control in Raw Beef (9 CFR 417 / Directive 10,010.1) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is E.", "meta_description": "Free E. coli O157:H7 and non-O157 STEC Hazard Control in Raw Beef (9 CFR 417 / Directive 10,010.1) Markdown bundle with workflows, source references, and e.", "social_summary": "E. coli O157:H7 and non-O157 STEC Hazard Control in Raw Beef (9 CFR 417 / Directive 10,010.1): e.", - "download_note": "10 Markdown files · 1,325 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,325 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing E. coli O157:H7 and non-O157 STEC Hazard Control in Raw Beef (9 CFR 417 / Directive 10,010.1)", "Teams working in Food manufacturing and processing" @@ -70203,7 +70203,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess E. coli O157:H7 and non-O157 STEC Hazard Control in Raw Beef (9 CFR 417 / Directive 10,010.1) and draft E. coli O157:H7 and non-O157 STEC Hazard Control in Raw Beef (9 CFR 417 / Directive 10,010.1) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with fsis.usda.gov — Fsis Directives / 10010.1, then confirm that the reference is current and applicable. Inspect E. coli O157:H7 and non-O157 STEC Hazard Control in Raw Beef (9 CFR 417 / Directive 10,010.1) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess E. coli O157:H7 and non-O157 STEC Hazard Control in Raw Beef (9 CFR 417 / Directive 10,010.1) and draft E. coli O157:H7 and non-O157 STEC Hazard Control in Raw Beef (9 CFR 417 / Directive 10,010.1) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with fsis.usda.gov \u2014 Fsis Directives / 10010.1, then confirm that the reference is current and applicable. Inspect E. coli O157:H7 and non-O157 STEC Hazard Control in Raw Beef (9 CFR 417 / Directive 10,010.1) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -70235,7 +70235,7 @@ ], "source_notes": [ { - "label": "fsis.usda.gov — Fsis Directives / 10010.1", + "label": "fsis.usda.gov \u2014 Fsis Directives / 10010.1", "url": "https://www.fsis.usda.gov/policy/fsis-directives/10010.1", "used_for": "Legal, regulatory, standards, or agency reference for E. coli O157:H7 and non-O157 STEC Hazard Control in Raw Beef (9 CFR 417 / Directive 10,010.1) scope and source checks." } @@ -70262,8 +70262,8 @@ }, { "id": "ftc-act-section-5-udap", - "title": "Federal Trade Commission Act, Section 5 — Unfair or Deceptive Acts or Practices", - "description": "Source-aware compliance bundle for Federal Trade Commission Act, Section 5 — Unfair or Deceptive Acts or Practices applicability, evidence collection, source inspection, and review-ready decision support.", + "title": "Federal Trade Commission Act, Section 5 \u2014 Unfair or Deceptive Acts or Practices", + "description": "Source-aware compliance bundle for Federal Trade Commission Act, Section 5 \u2014 Unfair or Deceptive Acts or Practices applicability, evidence collection, source inspection, and review-ready decision support.", "category": "compliance", "path": "bundles/compliance/ftc-act-section-5-udap", "version": "0.1.0", @@ -70280,15 +70280,15 @@ "compliance" ], "aliases": [ - "Federal Trade Commission Act, Section 5 — Unfair or Deceptive Acts or Practices", + "Federal Trade Commission Act, Section 5 \u2014 Unfair or Deceptive Acts or Practices", "SaaS/technology vendors and public-facing digital services", "United States", "Federal Trade Commission (FTC)" ], "problems_solved": [ - "Route Federal Trade Commission Act, Section 5 — Unfair or Deceptive Acts or Practices work to the right source category and evidence set.", + "Route Federal Trade Commission Act, Section 5 \u2014 Unfair or Deceptive Acts or Practices work to the right source category and evidence set.", "Separate verified source facts, user-provided facts, assumptions, and missing evidence.", - "Produce a Federal Trade Commission Act, Section 5 — Unfair or Deceptive Acts or Practices source-aware brief suitable for qualified review." + "Produce a Federal Trade Commission Act, Section 5 \u2014 Unfair or Deceptive Acts or Practices source-aware brief suitable for qualified review." ], "industries": [ "SaaS/technology vendors and public-facing digital services" @@ -70300,12 +70300,12 @@ "qualified-review gate" ], "deliverables": [ - "Federal Trade Commission Act, Section 5 — Unfair or Deceptive Acts or Practices source-aware brief" + "Federal Trade Commission Act, Section 5 \u2014 Unfair or Deceptive Acts or Practices source-aware brief" ], "commands": [], "skills": [], "evaluations": [ - "Federal Trade Commission Act, Section 5 — Unfair or Deceptive Acts or Practices source-awareness check" + "Federal Trade Commission Act, Section 5 \u2014 Unfair or Deceptive Acts or Practices source-awareness check" ], "trust_tier": "trusted", "status": "beta", @@ -70380,7 +70380,7 @@ }, "evaluation_detail": { "status": "measured", - "title": "Federal Trade Commission Act, Section 5 — Unfair or Deceptive Acts or Practices measured evaluation", + "title": "Federal Trade Commission Act, Section 5 \u2014 Unfair or Deceptive Acts or Practices measured evaluation", "last_evaluated": "2026-07-29", "method": "baseline-vs-okb-rubric", "model": "openai/gpt-4o-mini", @@ -70395,58 +70395,58 @@ "private_artifacts": "research/bundle-runs/ftc-act-section-5-udap/v1/evaluation-results/" }, "landing_page": { - "definition": "A free, open-source set of 10 Markdown files for triaging Federal Trade Commission Act, Section 5 — Unfair or Deceptive Acts or Practices questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Federal Trade Commission Act, Section 5 — Unfair or Deceptive Acts or Practices questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Federal Trade Commission Act, Section 5 — Unfair or Deceptive Acts or Practices source-aware brief.", - "meta_description": "Free Federal Trade Commission Act, Section 5 — Unfair or Deceptive Acts or Practices Markdown bundle with workflows, source references, and federal Trade.", - "social_summary": "Federal Trade Commission Act, Section 5 — Unfair or Deceptive Acts or Practices: federal Trade.", - "download_note": "10 Markdown files · 1,146 words · no signup · CC-BY-4.0", + "definition": "A free, open-source set of 10 Markdown files for triaging Federal Trade Commission Act, Section 5 \u2014 Unfair or Deceptive Acts or Practices questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Federal Trade Commission Act, Section 5 \u2014 Unfair or Deceptive Acts or Practices questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Federal Trade Commission Act, Section 5 \u2014 Unfair or Deceptive Acts or Practices source-aware brief.", + "meta_description": "Free Federal Trade Commission Act, Section 5 \u2014 Unfair or Deceptive Acts or Practices Markdown bundle with workflows, source references, and federal Trade.", + "social_summary": "Federal Trade Commission Act, Section 5 \u2014 Unfair or Deceptive Acts or Practices: federal Trade.", + "download_note": "10 Markdown files \u00b7 1,146 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ - "Compliance, legal, risk, security, operations, and product teams assessing Federal Trade Commission Act, Section 5 — Unfair or Deceptive Acts or Practices", + "Compliance, legal, risk, security, operations, and product teams assessing Federal Trade Commission Act, Section 5 \u2014 Unfair or Deceptive Acts or Practices", "Teams working in SaaS/technology vendors and public-facing digital services" ], "when_to_use": [ - "A Federal Trade Commission Act, Section 5 — Unfair or Deceptive Acts or Practices question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A Federal Trade Commission Act, Section 5 \u2014 Unfair or Deceptive Acts or Practices question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." ], "required_inputs": [ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Federal Trade Commission Act, Section 5 — Unfair or Deceptive Acts or Practices and draft Federal Trade Commission Act, Section 5 — Unfair or Deceptive Acts or Practices source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Federal Trade Commission — Protecting Consumer Privacy Security / Privacy Security Enforcement, then confirm that the reference is current and applicable. Inspect Federal Trade Commission Act, Section 5 — Unfair or Deceptive Acts or Practices Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Federal Trade Commission Act, Section 5 \u2014 Unfair or Deceptive Acts or Practices and draft Federal Trade Commission Act, Section 5 \u2014 Unfair or Deceptive Acts or Practices source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Federal Trade Commission \u2014 Protecting Consumer Privacy Security / Privacy Security Enforcement, then confirm that the reference is current and applicable. Inspect Federal Trade Commission Act, Section 5 \u2014 Unfair or Deceptive Acts or Practices Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], "featured_contents": [ { "type": "Overview", - "title": "Federal Trade Commission Act, Section 5 — Unfair or Deceptive Acts or Practices Overview", - "description": "This bundle helps teams handle Federal Trade Commission Act, Section 5 — Unfair or Deceptive Acts or Practices questions without overstating facts or skipping source review.", + "title": "Federal Trade Commission Act, Section 5 \u2014 Unfair or Deceptive Acts or Practices Overview", + "description": "This bundle helps teams handle Federal Trade Commission Act, Section 5 \u2014 Unfair or Deceptive Acts or Practices questions without overstating facts or skipping source review.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/ftc-act-section-5-udap/overview.md" }, { "type": "Workflow", - "title": "Federal Trade Commission Act, Section 5 — Unfair or Deceptive Acts or Practices Source-Aware Triage", + "title": "Federal Trade Commission Act, Section 5 \u2014 Unfair or Deceptive Acts or Practices Source-Aware Triage", "description": "1. Identify the scenario, jurisdiction, regulated entity, product, workflow, transaction, filing, record, or population at issue. 2.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/ftc-act-section-5-udap/workflows/source-aware-triage.md" }, { "type": "Template", - "title": "Federal Trade Commission Act, Section 5 — Unfair or Deceptive Acts or Practices Source-Aware Brief", + "title": "Federal Trade Commission Act, Section 5 \u2014 Unfair or Deceptive Acts or Practices Source-Aware Brief", "description": "- Official source category: Federal Trade Commission (FTC). - Primary source URL: https://www.ftc.gov/news-events/topics/protecting-consumer-privacy-security/privacy-security-enforcement.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/ftc-act-section-5-udap/deliverables/source-aware-brief.md" }, { "type": "Quality rubric", - "title": "Federal Trade Commission Act, Section 5 — Unfair or Deceptive Acts or Practices Source-Awareness Check", + "title": "Federal Trade Commission Act, Section 5 \u2014 Unfair or Deceptive Acts or Practices Source-Awareness Check", "description": "Check that responses name the source category, separate local evidence from source facts, avoid invented access, list missing evidence, and route final reliance to qualified review.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/ftc-act-section-5-udap/evaluations/source-awareness-check.md" } ], "source_notes": [ { - "label": "U.S. Federal Trade Commission — Protecting Consumer Privacy Security / Privacy Security Enforcement", + "label": "U.S. Federal Trade Commission \u2014 Protecting Consumer Privacy Security / Privacy Security Enforcement", "url": "https://www.ftc.gov/news-events/topics/protecting-consumer-privacy-security/privacy-security-enforcement", - "used_for": "Legal, regulatory, standards, or agency reference for Federal Trade Commission Act, Section 5 — Unfair or Deceptive Acts or Practices scope and source checks." + "used_for": "Legal, regulatory, standards, or agency reference for Federal Trade Commission Act, Section 5 \u2014 Unfair or Deceptive Acts or Practices scope and source checks." } ] }, @@ -70470,8 +70470,8 @@ }, { "id": "ftc-act-section-5-unfair-deceptive-practices", - "title": "Section 5 of the FTC Act — Prohibition on Unfair or Deceptive Acts or Practices", - "description": "Source-aware compliance bundle for Section 5 of the FTC Act — Prohibition on Unfair or Deceptive Acts or Practices applicability, evidence collection, source inspection, and review-ready decision support.", + "title": "Section 5 of the FTC Act \u2014 Prohibition on Unfair or Deceptive Acts or Practices", + "description": "Source-aware compliance bundle for Section 5 of the FTC Act \u2014 Prohibition on Unfair or Deceptive Acts or Practices applicability, evidence collection, source inspection, and review-ready decision support.", "category": "compliance", "path": "bundles/compliance/ftc-act-section-5-unfair-deceptive-practices", "version": "0.1.0", @@ -70490,15 +70490,15 @@ "compliance" ], "aliases": [ - "Section 5 of the FTC Act — Prohibition on Unfair or Deceptive Acts or Practices", + "Section 5 of the FTC Act \u2014 Prohibition on Unfair or Deceptive Acts or Practices", "Businesses marketing to or collecting personal information from US consumers", "United States", "Federal Trade Commission (FTC)" ], "problems_solved": [ - "Route Section 5 of the FTC Act — Prohibition on Unfair or Deceptive Acts or Practices work to the right source category and evidence set.", + "Route Section 5 of the FTC Act \u2014 Prohibition on Unfair or Deceptive Acts or Practices work to the right source category and evidence set.", "Separate verified source facts, user-provided facts, assumptions, and missing evidence.", - "Produce a Section 5 of the FTC Act — Prohibition on Unfair or Deceptive Acts or Practices source-aware brief suitable for qualified review." + "Produce a Section 5 of the FTC Act \u2014 Prohibition on Unfair or Deceptive Acts or Practices source-aware brief suitable for qualified review." ], "industries": [ "Businesses marketing to or collecting personal information from US consumers" @@ -70510,12 +70510,12 @@ "qualified-review gate" ], "deliverables": [ - "Section 5 of the FTC Act — Prohibition on Unfair or Deceptive Acts or Practices source-aware brief" + "Section 5 of the FTC Act \u2014 Prohibition on Unfair or Deceptive Acts or Practices source-aware brief" ], "commands": [], "skills": [], "evaluations": [ - "Section 5 of the FTC Act — Prohibition on Unfair or Deceptive Acts or Practices source-awareness check" + "Section 5 of the FTC Act \u2014 Prohibition on Unfair or Deceptive Acts or Practices source-awareness check" ], "trust_tier": "trusted", "status": "beta", @@ -70589,7 +70589,7 @@ }, "evaluation_detail": { "status": "measured", - "title": "Section 5 of the FTC Act — Prohibition on Unfair or Deceptive Acts or Practices measured evaluation", + "title": "Section 5 of the FTC Act \u2014 Prohibition on Unfair or Deceptive Acts or Practices measured evaluation", "last_evaluated": "2026-07-29", "method": "baseline-vs-okb-rubric", "model": "openai/gpt-4o-mini", @@ -70604,58 +70604,58 @@ "private_artifacts": "research/bundle-runs/ftc-act-section-5-unfair-deceptive-practices/v1/evaluation-results/" }, "landing_page": { - "definition": "A free, open-source set of 10 Markdown files for triaging Section 5 of the FTC Act — Prohibition on Unfair or Deceptive Acts or Practices questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Section 5 of the FTC Act — Prohibition on Unfair or Deceptive Acts or Practices questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Section 5 of the FTC Act — Prohibition on Unfair or Deceptive Acts or Practices source-aware brief.", - "meta_description": "Free Section 5 of the FTC Act — Prohibition on Unfair or Deceptive Acts or Practices Markdown bundle with workflows, source references, and section 5 of.", - "social_summary": "Section 5 of the FTC Act — Prohibition on Unfair or Deceptive Acts or Practices: section 5 of the FTC.", - "download_note": "10 Markdown files · 1,170 words · no signup · CC-BY-4.0", + "definition": "A free, open-source set of 10 Markdown files for triaging Section 5 of the FTC Act \u2014 Prohibition on Unfair or Deceptive Acts or Practices questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Section 5 of the FTC Act \u2014 Prohibition on Unfair or Deceptive Acts or Practices questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Section 5 of the FTC Act \u2014 Prohibition on Unfair or Deceptive Acts or Practices source-aware brief.", + "meta_description": "Free Section 5 of the FTC Act \u2014 Prohibition on Unfair or Deceptive Acts or Practices Markdown bundle with workflows, source references, and section 5 of.", + "social_summary": "Section 5 of the FTC Act \u2014 Prohibition on Unfair or Deceptive Acts or Practices: section 5 of the FTC.", + "download_note": "10 Markdown files \u00b7 1,170 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ - "Compliance, legal, risk, security, operations, and product teams assessing Section 5 of the FTC Act — Prohibition on Unfair or Deceptive Acts or Practices", + "Compliance, legal, risk, security, operations, and product teams assessing Section 5 of the FTC Act \u2014 Prohibition on Unfair or Deceptive Acts or Practices", "Teams working in Businesses marketing to or collecting personal information from US consumers" ], "when_to_use": [ - "A Section 5 of the FTC Act — Prohibition on Unfair or Deceptive Acts or Practices question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A Section 5 of the FTC Act \u2014 Prohibition on Unfair or Deceptive Acts or Practices question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." ], "required_inputs": [ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Section 5 of the FTC Act — Prohibition on Unfair or Deceptive Acts or Practices and draft Section 5 of the FTC Act — Prohibition on Unfair or Deceptive Acts or Practices source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with law.cornell.edu — 15 / 45, then confirm that the reference is current and applicable. Inspect Section 5 of the FTC Act — Prohibition on Unfair or Deceptive Acts or Practices Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Section 5 of the FTC Act \u2014 Prohibition on Unfair or Deceptive Acts or Practices and draft Section 5 of the FTC Act \u2014 Prohibition on Unfair or Deceptive Acts or Practices source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with law.cornell.edu \u2014 15 / 45, then confirm that the reference is current and applicable. Inspect Section 5 of the FTC Act \u2014 Prohibition on Unfair or Deceptive Acts or Practices Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], "featured_contents": [ { "type": "Overview", - "title": "Section 5 of the FTC Act — Prohibition on Unfair or Deceptive Acts or Practices Overview", - "description": "This bundle helps teams handle Section 5 of the FTC Act — Prohibition on Unfair or Deceptive Acts or Practices questions without overstating facts or skipping source review.", + "title": "Section 5 of the FTC Act \u2014 Prohibition on Unfair or Deceptive Acts or Practices Overview", + "description": "This bundle helps teams handle Section 5 of the FTC Act \u2014 Prohibition on Unfair or Deceptive Acts or Practices questions without overstating facts or skipping source review.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/ftc-act-section-5-unfair-deceptive-practices/overview.md" }, { "type": "Workflow", - "title": "Section 5 of the FTC Act — Prohibition on Unfair or Deceptive Acts or Practices Source-Aware Triage", + "title": "Section 5 of the FTC Act \u2014 Prohibition on Unfair or Deceptive Acts or Practices Source-Aware Triage", "description": "1. Identify the scenario, jurisdiction, regulated entity, product, workflow, transaction, filing, record, or population at issue. 2.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/ftc-act-section-5-unfair-deceptive-practices/workflows/source-aware-triage.md" }, { "type": "Template", - "title": "Section 5 of the FTC Act — Prohibition on Unfair or Deceptive Acts or Practices Source-Aware Brief", + "title": "Section 5 of the FTC Act \u2014 Prohibition on Unfair or Deceptive Acts or Practices Source-Aware Brief", "description": "- Official source category: Federal Trade Commission (FTC). - Primary source URL: https://www.law.cornell.edu/uscode/text/15/45.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/ftc-act-section-5-unfair-deceptive-practices/deliverables/source-aware-brief.md" }, { "type": "Quality rubric", - "title": "Section 5 of the FTC Act — Prohibition on Unfair or Deceptive Acts or Practices Source-Awareness Check", + "title": "Section 5 of the FTC Act \u2014 Prohibition on Unfair or Deceptive Acts or Practices Source-Awareness Check", "description": "Check that responses name the source category, separate local evidence from source facts, avoid invented access, list missing evidence, and route final reliance to qualified review.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/ftc-act-section-5-unfair-deceptive-practices/evaluations/source-awareness-check.md" } ], "source_notes": [ { - "label": "law.cornell.edu — 15 / 45", + "label": "law.cornell.edu \u2014 15 / 45", "url": "https://www.law.cornell.edu/uscode/text/15/45", - "used_for": "Legal, regulatory, standards, or agency reference for Section 5 of the FTC Act — Prohibition on Unfair or Deceptive Acts or Practices scope and source checks." + "used_for": "Legal, regulatory, standards, or agency reference for Section 5 of the FTC Act \u2014 Prohibition on Unfair or Deceptive Acts or Practices scope and source checks." } ] }, @@ -70816,7 +70816,7 @@ "summary": "Use this bundle to scope CAN-SPAM Rule, 16 CFR Part 316 (implementing the CAN-SPAM Act) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is CAN-SPAM Rule, 16 CFR Part 316 (implementing the CAN-SPAM Act) source-aware brief.", "meta_description": "Free CAN-SPAM Rule, 16 CFR Part 316 (implementing the CAN-SPAM Act) Markdown bundle with workflows, source references, and cAN-SPAM Rule, 16 CFR Part 316.", "social_summary": "CAN-SPAM Rule, 16 CFR Part 316 (implementing the CAN-SPAM Act): cAN-SPAM Rule, 16 CFR Part 316.", - "download_note": "10 Markdown files · 1,045 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,045 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing CAN-SPAM Rule, 16 CFR Part 316 (implementing the CAN-SPAM Act)", "Teams working in SaaS/technology vendors and public-facing digital services" @@ -70829,7 +70829,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess CAN-SPAM Rule, 16 CFR Part 316 (implementing the CAN-SPAM Act) and draft CAN-SPAM Rule, 16 CFR Part 316 (implementing the CAN-SPAM Act) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subchapter C / Part 316, then confirm that the reference is current and applicable. Inspect CAN-SPAM Rule, 16 CFR Part 316 (implementing the CAN-SPAM Act) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess CAN-SPAM Rule, 16 CFR Part 316 (implementing the CAN-SPAM Act) and draft CAN-SPAM Rule, 16 CFR Part 316 (implementing the CAN-SPAM Act) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subchapter C / Part 316, then confirm that the reference is current and applicable. Inspect CAN-SPAM Rule, 16 CFR Part 316 (implementing the CAN-SPAM Act) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -70861,7 +70861,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subchapter C / Part 316", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter C / Part 316", "url": "https://www.ecfr.gov/current/title-16/chapter-I/subchapter-C/part-316", "used_for": "Legal, regulatory, standards, or agency reference for CAN-SPAM Rule, 16 CFR Part 316 (implementing the CAN-SPAM Act) scope and source checks." } @@ -71024,7 +71024,7 @@ "summary": "Use this bundle to scope Children's Online Privacy Protection Rule, 16 CFR Part 312 questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Children's Online Privacy Protection Rule, 16 CFR Part 312 source-aware brief. Start source review with U.S.", "meta_description": "Free Children's Online Privacy Protection Rule, 16 CFR Part 312 Markdown bundle with workflows, source references, and children's Online Privacy Protection.", "social_summary": "Children's Online Privacy Protection Rule, 16 CFR Part 312: children's Online Privacy Protection Rule.", - "download_note": "10 Markdown files · 1,032 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,032 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Children's Online Privacy Protection Rule, 16 CFR Part 312", "Teams working in SaaS/technology vendors and public-facing digital services" @@ -71037,7 +71037,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Children's Online Privacy Protection Rule, 16 CFR Part 312 and draft Children's Online Privacy Protection Rule, 16 CFR Part 312 source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Federal Trade Commission — Rules / Childrens Online Privacy Protection Rule Coppa, then confirm that the reference is current and applicable. Inspect Children's Online Privacy Protection Rule, 16 CFR Part 312 Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Children's Online Privacy Protection Rule, 16 CFR Part 312 and draft Children's Online Privacy Protection Rule, 16 CFR Part 312 source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Federal Trade Commission \u2014 Rules / Childrens Online Privacy Protection Rule Coppa, then confirm that the reference is current and applicable. Inspect Children's Online Privacy Protection Rule, 16 CFR Part 312 Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -71069,7 +71069,7 @@ ], "source_notes": [ { - "label": "U.S. Federal Trade Commission — Rules / Childrens Online Privacy Protection Rule Coppa", + "label": "U.S. Federal Trade Commission \u2014 Rules / Childrens Online Privacy Protection Rule Coppa", "url": "https://www.ftc.gov/legal-library/browse/rules/childrens-online-privacy-protection-rule-coppa", "used_for": "Legal, regulatory, standards, or agency reference for Children's Online Privacy Protection Rule, 16 CFR Part 312 scope and source checks." } @@ -71233,7 +71233,7 @@ "summary": "Use this bundle to scope FTC Endorsement, Testimonial, and Review Integrity Rules questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FTC Endorsement, Testimonial, and Review Integrity Rules source-aware brief. Start source review with U.S.", "meta_description": "Free FTC Endorsement, Testimonial, and Review Integrity Rules Markdown bundle with workflows, source references, and fTC Endorsement, Testimonial, and.", "social_summary": "FTC Endorsement, Testimonial, and Review Integrity Rules: fTC Endorsement, Testimonial, and Review.", - "download_note": "10 Markdown files · 989 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 989 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FTC Endorsement, Testimonial, and Review Integrity Rules", "Teams working in Businesses marketing to or collecting personal information from US consumers" @@ -71246,7 +71246,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FTC Endorsement, Testimonial, and Review Integrity Rules and draft FTC Endorsement, Testimonial, and Review Integrity Rules source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Federal Trade Commission — 08 / Federal Trade Commission Announces Final Rule Banning Fake Reviews Testimonials, then confirm that the reference is current and applicable. Inspect FTC Endorsement, Testimonial, and Review Integrity Rules Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FTC Endorsement, Testimonial, and Review Integrity Rules and draft FTC Endorsement, Testimonial, and Review Integrity Rules source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Federal Trade Commission \u2014 08 / Federal Trade Commission Announces Final Rule Banning Fake Reviews Testimonials, then confirm that the reference is current and applicable. Inspect FTC Endorsement, Testimonial, and Review Integrity Rules Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -71278,7 +71278,7 @@ ], "source_notes": [ { - "label": "U.S. Federal Trade Commission — 08 / Federal Trade Commission Announces Final Rule Banning Fake Reviews Testimonials", + "label": "U.S. Federal Trade Commission \u2014 08 / Federal Trade Commission Announces Final Rule Banning Fake Reviews Testimonials", "url": "https://www.ftc.gov/news-events/news/press-releases/2024/08/federal-trade-commission-announces-final-rule-banning-fake-reviews-testimonials", "used_for": "Legal, regulatory, standards, or agency reference for FTC Endorsement, Testimonial, and Review Integrity Rules scope and source checks." } @@ -71440,7 +71440,7 @@ "summary": "Use this bundle to scope FACTA Disposal Rule, 16 CFR Part 682 questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FACTA Disposal Rule, 16 CFR Part 682 source-aware brief.", "meta_description": "Free FACTA Disposal Rule, 16 CFR Part 682 Markdown bundle with workflows, source references, and fACTA Disposal Rule, 16 CFR Part 682 source-aware brief.", "social_summary": "FACTA Disposal Rule, 16 CFR Part 682: fACTA Disposal Rule, 16 CFR Part 682 source-aware brief.", - "download_note": "10 Markdown files · 957 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 957 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FACTA Disposal Rule, 16 CFR Part 682", "Teams working in SaaS/technology vendors and public-facing digital services" @@ -71453,7 +71453,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FACTA Disposal Rule, 16 CFR Part 682 and draft FACTA Disposal Rule, 16 CFR Part 682 source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subchapter F / Part 682, then confirm that the reference is current and applicable. Inspect FACTA Disposal Rule, 16 CFR Part 682 Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FACTA Disposal Rule, 16 CFR Part 682 and draft FACTA Disposal Rule, 16 CFR Part 682 source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subchapter F / Part 682, then confirm that the reference is current and applicable. Inspect FACTA Disposal Rule, 16 CFR Part 682 Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -71485,7 +71485,7 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subchapter F / Part 682", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter F / Part 682", "url": "https://www.ecfr.gov/current/title-16/chapter-I/subchapter-F/part-682", "used_for": "Legal, regulatory, standards, or agency reference for FACTA Disposal Rule, 16 CFR Part 682 scope and source checks." } @@ -71648,7 +71648,7 @@ "summary": "Use this bundle to scope FTC Health Breach Notification Rule, 16 CFR Part 318 questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FTC Health Breach Notification Rule, 16 CFR Part 318 source-aware brief. Start source review with U.S.", "meta_description": "Free FTC Health Breach Notification Rule, 16 CFR Part 318 Markdown bundle with workflows, source references, and fTC Health Breach Notification Rule, 16.", "social_summary": "FTC Health Breach Notification Rule, 16 CFR Part 318: fTC Health Breach Notification Rule, 16 CFR Part.", - "download_note": "10 Markdown files · 1,020 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,020 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FTC Health Breach Notification Rule, 16 CFR Part 318", "Teams working in SaaS/technology vendors and public-facing digital services" @@ -71661,7 +71661,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FTC Health Breach Notification Rule, 16 CFR Part 318 and draft FTC Health Breach Notification Rule, 16 CFR Part 318 source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Federal Trade Commission — Rules / Health Breach Notification Rule, then confirm that the reference is current and applicable. Inspect FTC Health Breach Notification Rule, 16 CFR Part 318 Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FTC Health Breach Notification Rule, 16 CFR Part 318 and draft FTC Health Breach Notification Rule, 16 CFR Part 318 source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Federal Trade Commission \u2014 Rules / Health Breach Notification Rule, then confirm that the reference is current and applicable. Inspect FTC Health Breach Notification Rule, 16 CFR Part 318 Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -71693,7 +71693,7 @@ ], "source_notes": [ { - "label": "U.S. Federal Trade Commission — Rules / Health Breach Notification Rule", + "label": "U.S. Federal Trade Commission \u2014 Rules / Health Breach Notification Rule", "url": "https://www.ftc.gov/legal-library/browse/rules/health-breach-notification-rule", "used_for": "Legal, regulatory, standards, or agency reference for FTC Health Breach Notification Rule, 16 CFR Part 318 scope and source checks." } @@ -71855,7 +71855,7 @@ "summary": "Use this bundle to scope FTC Negative Option Rule (16 CFR Part 425) and Restore Online Shoppers' Confidence Act (ROSCA) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion.", "meta_description": "Free FTC Negative Option Rule (16 CFR Part 425) and Restore Online Shoppers' Confidence Act (ROSCA) Markdown bundle with workflows, source references, and.", "social_summary": "FTC Negative Option Rule (16 CFR Part 425) and Restore Online Shoppers' Confidence Act (ROSCA): fTC.", - "download_note": "10 Markdown files · 1,213 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,213 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing FTC Negative Option Rule (16 CFR Part 425) and Restore Online Shoppers' Confidence Act (ROSCA)", "Teams working in SaaS/technology vendors and public-facing digital services" @@ -71868,7 +71868,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FTC Negative Option Rule (16 CFR Part 425) and Restore Online Shoppers' Confidence Act (ROSCA) and draft FTC Negative Option Rule (16 CFR Part 425) and Restore Online Shoppers' Confidence Act (ROSCA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with federalregister.gov — 2026 02866 / Revision Of The Negative Option Rule Withdrawal Of The Cars Rule Removal Of The Non Compete Rule To, then confirm that the reference is current and applicable. Inspect FTC Negative Option Rule (16 CFR Part 425) and Restore Online Shoppers' Confidence Act (ROSCA) Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FTC Negative Option Rule (16 CFR Part 425) and Restore Online Shoppers' Confidence Act (ROSCA) and draft FTC Negative Option Rule (16 CFR Part 425) and Restore Online Shoppers' Confidence Act (ROSCA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with federalregister.gov \u2014 2026 02866 / Revision Of The Negative Option Rule Withdrawal Of The Cars Rule Removal Of The Non Compete Rule To, then confirm that the reference is current and applicable. Inspect FTC Negative Option Rule (16 CFR Part 425) and Restore Online Shoppers' Confidence Act (ROSCA) Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -71900,7 +71900,7 @@ ], "source_notes": [ { - "label": "federalregister.gov — 2026 02866 / Revision Of The Negative Option Rule Withdrawal Of The Cars Rule Removal Of The Non Compete Rule To", + "label": "federalregister.gov \u2014 2026 02866 / Revision Of The Negative Option Rule Withdrawal Of The Cars Rule Removal Of The Non Compete Rule To", "url": "https://www.federalregister.gov/documents/2026/02/12/2026-02866/revision-of-the-negative-option-rule-withdrawal-of-the-cars-rule-removal-of-the-non-compete-rule-to", "used_for": "Legal, regulatory, standards, or agency reference for FTC Negative Option Rule (16 CFR Part 425) and Restore Online Shoppers' Confidence Act (ROSCA) scope and source checks." } @@ -72054,10 +72054,10 @@ }, "landing_page": { "definition": "A free, open-source set of 11 Markdown files for planning, reviewing, and carrying out evidence-based work with Workday HCM.", - "summary": "Use this bundle to plan or review work in Workday HCM before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Workday HCM source-aware brief. Start source review with workday.com — Human Capital Management / Overview.", + "summary": "Use this bundle to plan or review work in Workday HCM before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Workday HCM source-aware brief. Start source review with workday.com \u2014 Human Capital Management / Overview.", "meta_description": "Free Workday HCM Markdown bundle with workflows, source references, and workday HCM source-aware brief for use with AI assistants.", "social_summary": "Workday HCM: workday HCM source-aware brief, workflows, and review guidance", - "download_note": "11 Markdown files · 915 words · no signup · CC-BY-4.0", + "download_note": "11 Markdown files \u00b7 915 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Workday HCM", "Teams working in Regulated organizations" @@ -72070,7 +72070,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Workday HCM and produce Workday HCM source-aware brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with workday.com — Human Capital Management / Overview, then confirm that the reference is current and applicable. Inspect Workday HCM Tool before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Workday HCM and produce Workday HCM source-aware brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with workday.com \u2014 Human Capital Management / Overview, then confirm that the reference is current and applicable. Inspect Workday HCM Tool before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -72102,7 +72102,7 @@ ], "source_notes": [ { - "label": "workday.com — Human Capital Management / Overview", + "label": "workday.com \u2014 Human Capital Management / Overview", "url": "https://www.workday.com/en-us/products/human-capital-management/overview.html", "used_for": "Product, platform, or operating reference for Workday HCM scope and source checks." } @@ -72249,7 +72249,7 @@ "summary": "Use this bundle to plan or review work in Docker before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Docker source-aware brief. Start source review with docker.com.", "meta_description": "Free Docker Markdown bundle with workflows, source references, and docker source-aware brief for use with AI assistants.", "social_summary": "Docker: docker source-aware brief, workflows, and review guidance", - "download_note": "11 Markdown files · 871 words · no signup · CC-BY-4.0", + "download_note": "11 Markdown files \u00b7 871 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Docker", "Teams working in Regulated organizations" @@ -72441,10 +72441,10 @@ }, "landing_page": { "definition": "A free, open-source set of 11 Markdown files for planning, reviewing, and carrying out evidence-based work with Meta Ads Manager.", - "summary": "Use this bundle to plan or review work in Meta Ads Manager before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Meta Ads Manager source-aware brief. Start source review with facebook.com — Tools / Ads Manager.", + "summary": "Use this bundle to plan or review work in Meta Ads Manager before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Meta Ads Manager source-aware brief. Start source review with facebook.com \u2014 Tools / Ads Manager.", "meta_description": "Free Meta Ads Manager Markdown bundle with workflows, source references, and meta Ads Manager source-aware brief for use with AI assistants.", "social_summary": "Meta Ads Manager: meta Ads Manager source-aware brief, workflows, and review guidance", - "download_note": "11 Markdown files · 941 words · no signup · CC-BY-4.0", + "download_note": "11 Markdown files \u00b7 941 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Meta Ads Manager", "Teams working in Regulated organizations" @@ -72457,7 +72457,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Meta Ads Manager and produce Meta Ads Manager source-aware brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with facebook.com — Tools / Ads Manager, then confirm that the reference is current and applicable. Inspect Meta Ads Manager Tool before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Meta Ads Manager and produce Meta Ads Manager source-aware brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with facebook.com \u2014 Tools / Ads Manager, then confirm that the reference is current and applicable. Inspect Meta Ads Manager Tool before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -72489,7 +72489,7 @@ ], "source_notes": [ { - "label": "facebook.com — Tools / Ads Manager", + "label": "facebook.com \u2014 Tools / Ads Manager", "url": "https://www.facebook.com/business/tools/ads-manager", "used_for": "Product, platform, or operating reference for Meta Ads Manager scope and source checks." } @@ -72637,10 +72637,10 @@ }, "landing_page": { "definition": "A free, open-source set of 11 Markdown files that gives an AI assistant practical guidance for the Sales Development Representative (SDR) role.", - "summary": "Use this bundle to plan and review Sales Development Representative (SDR) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Sales Development Representative (SDR) source-aware brief. Start source review with O*NET OnLine — Summary / 41 3091.00.", + "summary": "Use this bundle to plan and review Sales Development Representative (SDR) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Sales Development Representative (SDR) source-aware brief. Start source review with O*NET OnLine \u2014 Summary / 41 3091.00.", "meta_description": "Free Sales Development Representative (SDR) Markdown bundle with workflows, source references, and sales Development Representative (SDR) source-aware.", "social_summary": "Sales Development Representative (SDR): sales Development Representative (SDR) source-aware brief.", - "download_note": "11 Markdown files · 975 words · no signup · CC-BY-4.0", + "download_note": "11 Markdown files \u00b7 975 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Sales Development Representative (SDR) work, plus teams reviewing its decisions and outputs", "Teams working in Regulated organizations" @@ -72653,7 +72653,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Sales Development Representative (SDR) work by producing Sales Development Representative (SDR) source-aware brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 41 3091.00, then confirm that the reference is current and applicable. Inspect Sales Development Representative (SDR) Role before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Sales Development Representative (SDR) work by producing Sales Development Representative (SDR) source-aware brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 41 3091.00, then confirm that the reference is current and applicable. Inspect Sales Development Representative (SDR) Role before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -72685,7 +72685,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 41 3091.00", + "label": "O*NET OnLine \u2014 Summary / 41 3091.00", "url": "https://www.onetonline.org/link/summary/41-3091.00", "used_for": "Role or occupation reference for Sales Development Representative (SDR) scope and source checks." } @@ -72834,10 +72834,10 @@ }, "landing_page": { "definition": "A free, open-source set of 11 Markdown files that gives an AI assistant practical guidance for the Talent Acquisition Specialist / Manager role.", - "summary": "Use this bundle to plan and review Talent Acquisition Specialist / Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Talent Acquisition Specialist / Manager source-aware brief. Start source review with O*NET OnLine — Summary / 13 1071.00.", + "summary": "Use this bundle to plan and review Talent Acquisition Specialist / Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Talent Acquisition Specialist / Manager source-aware brief. Start source review with O*NET OnLine \u2014 Summary / 13 1071.00.", "meta_description": "Free Talent Acquisition Specialist / Manager Markdown bundle with workflows, source references, and talent Acquisition Specialist / Manager source-aware.", "social_summary": "Talent Acquisition Specialist / Manager: talent Acquisition Specialist / Manager source-aware brief.", - "download_note": "11 Markdown files · 976 words · no signup · CC-BY-4.0", + "download_note": "11 Markdown files \u00b7 976 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Talent Acquisition Specialist / Manager work, plus teams reviewing its decisions and outputs", "Teams working in Regulated organizations" @@ -72850,7 +72850,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Talent Acquisition Specialist / Manager work by producing Talent Acquisition Specialist / Manager source-aware brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 13 1071.00, then confirm that the reference is current and applicable. Inspect Talent Acquisition Specialist / Manager Role before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Talent Acquisition Specialist / Manager work by producing Talent Acquisition Specialist / Manager source-aware brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 13 1071.00, then confirm that the reference is current and applicable. Inspect Talent Acquisition Specialist / Manager Role before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -72882,7 +72882,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 1071.00", + "label": "O*NET OnLine \u2014 Summary / 13 1071.00", "url": "https://www.onetonline.org/link/summary/13-1071.00", "used_for": "Role or occupation reference for Talent Acquisition Specialist / Manager scope and source checks." } @@ -73037,10 +73037,10 @@ }, "landing_page": { "definition": "A free, open-source set of 11 Markdown files that gives an AI assistant practical guidance for the Accountant role.", - "summary": "Use this bundle to plan and review Accountant work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Accountant source-aware brief. Start source review with O*NET OnLine — Summary / 13 2011.00.", + "summary": "Use this bundle to plan and review Accountant work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Accountant source-aware brief. Start source review with O*NET OnLine \u2014 Summary / 13 2011.00.", "meta_description": "Free Accountant Markdown bundle with workflows, source references, and accountant source-aware brief for use with AI assistants.", "social_summary": "Accountant: accountant source-aware brief, workflows, and review guidance", - "download_note": "11 Markdown files · 876 words · no signup · CC-BY-4.0", + "download_note": "11 Markdown files \u00b7 876 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Accountant work, plus teams reviewing its decisions and outputs", "Teams working in Regulated organizations" @@ -73053,7 +73053,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Accountant work by producing Accountant source-aware brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 13 2011.00, then confirm that the reference is current and applicable. Inspect Accountant Role before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Accountant work by producing Accountant source-aware brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 13 2011.00, then confirm that the reference is current and applicable. Inspect Accountant Role before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -73085,7 +73085,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 2011.00", + "label": "O*NET OnLine \u2014 Summary / 13 2011.00", "url": "https://www.onetonline.org/link/summary/13-2011.00", "used_for": "Role or occupation reference for Accountant scope and source checks." } @@ -73242,10 +73242,10 @@ }, "landing_page": { "definition": "A free, open-source set of 11 Markdown files that gives an AI assistant practical guidance for the Data Warehousing Specialist role.", - "summary": "Use this bundle to plan and review Data Warehousing Specialist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Data Warehousing Specialist source-aware brief. Start source review with O*NET OnLine — Summary / 15 1243.01.", + "summary": "Use this bundle to plan and review Data Warehousing Specialist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Data Warehousing Specialist source-aware brief. Start source review with O*NET OnLine \u2014 Summary / 15 1243.01.", "meta_description": "Free Data Warehousing Specialist Markdown bundle with workflows, source references, and data Warehousing Specialist source-aware brief for use with AI.", "social_summary": "Data Warehousing Specialist: data Warehousing Specialist source-aware brief, workflows, and review.", - "download_note": "11 Markdown files · 942 words · no signup · CC-BY-4.0", + "download_note": "11 Markdown files \u00b7 942 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Data Warehousing Specialist work, plus teams reviewing its decisions and outputs", "Teams working in Regulated organizations" @@ -73258,7 +73258,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Data Warehousing Specialist work by producing Data Warehousing Specialist source-aware brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 15 1243.01, then confirm that the reference is current and applicable. Inspect Data Warehousing Specialist Role before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Data Warehousing Specialist work by producing Data Warehousing Specialist source-aware brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 15 1243.01, then confirm that the reference is current and applicable. Inspect Data Warehousing Specialist Role before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -73290,7 +73290,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 1243.01", + "label": "O*NET OnLine \u2014 Summary / 15 1243.01", "url": "https://www.onetonline.org/link/summary/15-1243.01", "used_for": "Role or occupation reference for Data Warehousing Specialist scope and source checks." } @@ -73438,10 +73438,10 @@ }, "landing_page": { "definition": "A free, open-source set of 11 Markdown files that gives an AI assistant practical guidance for the Performance Marketing Manager role.", - "summary": "Use this bundle to plan and review Performance Marketing Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Performance Marketing Manager source-aware brief. Start source review with O*NET OnLine — Summary / 11 2021.00.", + "summary": "Use this bundle to plan and review Performance Marketing Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Performance Marketing Manager source-aware brief. Start source review with O*NET OnLine \u2014 Summary / 11 2021.00.", "meta_description": "Free Performance Marketing Manager Markdown bundle with workflows, source references, and performance Marketing Manager source-aware brief for use with AI.", "social_summary": "Performance Marketing Manager: performance Marketing Manager source-aware brief, workflows, and review.", - "download_note": "11 Markdown files · 943 words · no signup · CC-BY-4.0", + "download_note": "11 Markdown files \u00b7 943 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Performance Marketing Manager work, plus teams reviewing its decisions and outputs", "Teams working in Regulated organizations" @@ -73454,7 +73454,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Performance Marketing Manager work by producing Performance Marketing Manager source-aware brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 11 2021.00, then confirm that the reference is current and applicable. Inspect Performance Marketing Manager Role before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Performance Marketing Manager work by producing Performance Marketing Manager source-aware brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 11 2021.00, then confirm that the reference is current and applicable. Inspect Performance Marketing Manager Role before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -73486,7 +73486,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 11 2021.00", + "label": "O*NET OnLine \u2014 Summary / 11 2021.00", "url": "https://www.onetonline.org/link/summary/11-2021.00", "used_for": "Role or occupation reference for Performance Marketing Manager scope and source checks." } @@ -73635,10 +73635,10 @@ }, "landing_page": { "definition": "A free, open-source set of 11 Markdown files that gives an AI assistant practical guidance for the Human Resources Generalist / HR Specialist role.", - "summary": "Use this bundle to plan and review Human Resources Generalist / HR Specialist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Human Resources Generalist / HR Specialist source-aware brief. Start source review with O*NET OnLine — Summary / 13 1071.00.", + "summary": "Use this bundle to plan and review Human Resources Generalist / HR Specialist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Human Resources Generalist / HR Specialist source-aware brief. Start source review with O*NET OnLine \u2014 Summary / 13 1071.00.", "meta_description": "Free Human Resources Generalist / HR Specialist Markdown bundle with workflows, source references, and human Resources Generalist / HR Specialist.", "social_summary": "Human Resources Generalist / HR Specialist: human Resources Generalist / HR Specialist source-aware.", - "download_note": "11 Markdown files · 1,008 words · no signup · CC-BY-4.0", + "download_note": "11 Markdown files \u00b7 1,008 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Human Resources Generalist / HR Specialist work, plus teams reviewing its decisions and outputs", "Teams working in Regulated organizations" @@ -73651,7 +73651,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Human Resources Generalist / HR Specialist work by producing Human Resources Generalist / HR Specialist source-aware brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 13 1071.00, then confirm that the reference is current and applicable. Inspect Human Resources Generalist / HR Specialist Role before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Human Resources Generalist / HR Specialist work by producing Human Resources Generalist / HR Specialist source-aware brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 13 1071.00, then confirm that the reference is current and applicable. Inspect Human Resources Generalist / HR Specialist Role before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -73683,7 +73683,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 1071.00", + "label": "O*NET OnLine \u2014 Summary / 13 1071.00", "url": "https://www.onetonline.org/link/summary/13-1071.00", "used_for": "Role or occupation reference for Human Resources Generalist / HR Specialist scope and source checks." } @@ -73839,10 +73839,10 @@ }, "landing_page": { "definition": "A free, open-source set of 11 Markdown files that gives an AI assistant practical guidance for the Sales Representative of Services role.", - "summary": "Use this bundle to plan and review Sales Representative of Services work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Sales Representative of Services source-aware brief. Start source review with O*NET OnLine — Summary / 41 3091.00.", + "summary": "Use this bundle to plan and review Sales Representative of Services work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Sales Representative of Services source-aware brief. Start source review with O*NET OnLine \u2014 Summary / 41 3091.00.", "meta_description": "Free Sales Representative of Services Markdown bundle with workflows, source references, and sales Representative of Services source-aware brief for use.", "social_summary": "Sales Representative of Services: sales Representative of Services source-aware brief, workflows, and.", - "download_note": "11 Markdown files · 973 words · no signup · CC-BY-4.0", + "download_note": "11 Markdown files \u00b7 973 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Sales Representative of Services work, plus teams reviewing its decisions and outputs", "Teams working in Regulated organizations" @@ -73855,7 +73855,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Sales Representative of Services work by producing Sales Representative of Services source-aware brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 41 3091.00, then confirm that the reference is current and applicable. Inspect Sales Representative of Services Role before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Sales Representative of Services work by producing Sales Representative of Services source-aware brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 41 3091.00, then confirm that the reference is current and applicable. Inspect Sales Representative of Services Role before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -73887,7 +73887,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 41 3091.00", + "label": "O*NET OnLine \u2014 Summary / 41 3091.00", "url": "https://www.onetonline.org/link/summary/41-3091.00", "used_for": "Role or occupation reference for Sales Representative of Services scope and source checks." } @@ -74044,7 +74044,7 @@ "summary": "Use this bundle to scope SEC Reporting & Disclosure (US Public Companies) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is SEC disclosure source-aware brief. Start source review with U.S.", "meta_description": "Free SEC Reporting & Disclosure (US Public Companies) Markdown bundle with workflows, source references, and sEC disclosure source-aware brief for use with.", "social_summary": "SEC Reporting & Disclosure (US Public Companies): sEC disclosure source-aware brief, workflows, and.", - "download_note": "10 Markdown files · 1,839 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,839 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing SEC Reporting & Disclosure (US Public Companies)", "Teams working in Public companies and SEC-reporting issuers" @@ -74057,7 +74057,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess SEC Reporting & Disclosure (US Public Companies) and draft SEC disclosure source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Securities and Exchange Commission — Going Public / Exchange Act Reporting Registration, then confirm that the reference is current and applicable. Inspect SEC Reporting & Disclosure Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess SEC Reporting & Disclosure (US Public Companies) and draft SEC disclosure source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Securities and Exchange Commission \u2014 Going Public / Exchange Act Reporting Registration, then confirm that the reference is current and applicable. Inspect SEC Reporting & Disclosure Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -74089,27 +74089,27 @@ ], "source_notes": [ { - "label": "U.S. Securities and Exchange Commission — Going Public / Exchange Act Reporting Registration", + "label": "U.S. Securities and Exchange Commission \u2014 Going Public / Exchange Act Reporting Registration", "url": "https://www.sec.gov/resources-small-businesses/going-public/exchange-act-reporting-registration", "used_for": "Legal, regulatory, standards, or agency reference for SEC Reporting & Disclosure (US Public Companies) scope and source checks." }, { - "label": "U.S. Securities and Exchange Commission — Submit Filings / Edgar Filer Manual", + "label": "U.S. Securities and Exchange Commission \u2014 Submit Filings / Edgar Filer Manual", "url": "https://www.sec.gov/submit-filings/edgar-filer-manual", "used_for": "Legal, regulatory, standards, or agency reference for SEC Reporting & Disclosure (US Public Companies) scope and source checks." }, { - "label": "U.S. Securities and Exchange Commission — Structured Data / Inline XBRL", + "label": "U.S. Securities and Exchange Commission \u2014 Structured Data / Inline XBRL", "url": "https://www.sec.gov/data-research/structured-data/inline-xbrl", "used_for": "Legal, regulatory, standards, or agency reference for SEC Reporting & Disclosure (US Public Companies) scope and source checks." }, { - "label": "U.S. Securities and Exchange Commission — Fast Answers / Answers Regfdhtm", + "label": "U.S. Securities and Exchange Commission \u2014 Fast Answers / Answers Regfdhtm", "url": "https://www.sec.gov/fast-answers/answers-regfdhtm.html", "used_for": "Legal, regulatory, standards, or agency reference for SEC Reporting & Disclosure (US Public Companies) scope and source checks." }, { - "label": "U.S. Securities and Exchange Commission — 08 / Selective Disclosure Insider Trading", + "label": "U.S. Securities and Exchange Commission \u2014 08 / Selective Disclosure Insider Trading", "url": "https://www.sec.gov/rules-regulations/2000/08/selective-disclosure-insider-trading", "used_for": "Legal, regulatory, standards, or agency reference for SEC Reporting & Disclosure (US Public Companies) scope and source checks." } @@ -74276,7 +74276,7 @@ "summary": "Use this bundle to plan and review Content Marketing Manager / Content Strategist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Source-aware content strategy brief. Start source review with O*NET Marketing Managers profile.", "meta_description": "Free Content Marketing Manager / Content Strategist Markdown bundle with workflows, source references, and source-aware content strategy brief for use with.", "social_summary": "Content Marketing Manager / Content Strategist: source-aware content strategy brief, workflows, and.", - "download_note": "11 Markdown files · 1,207 words · no signup · CC-BY-4.0", + "download_note": "11 Markdown files \u00b7 1,207 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Content Marketing Manager / Content Strategist work, plus teams reviewing its decisions and outputs", "Teams working in General" @@ -74476,7 +74476,7 @@ "summary": "Use this bundle to plan and review Customer Success Manager (CSM) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Source-aware customer success plan. Start source review with Lightcast Customer Success Manager occupation profile.", "meta_description": "Free Customer Success Manager (CSM) Markdown bundle with workflows, source references, and source-aware customer success plan for use with AI assistants.", "social_summary": "Customer Success Manager (CSM): source-aware customer success plan, workflows, and review guidance", - "download_note": "11 Markdown files · 1,181 words · no signup · CC-BY-4.0", + "download_note": "11 Markdown files \u00b7 1,181 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Customer Success Manager (CSM) work, plus teams reviewing its decisions and outputs", "Teams working in General" @@ -74676,7 +74676,7 @@ "summary": "Use this bundle to plan and review Data Engineer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Source-aware data pipeline plan. Start source review with O*NET Database Architects profile, including Data Engineer reported job title.", "meta_description": "Free Data Engineer Markdown bundle with workflows, source references, and source-aware data pipeline plan for use with AI assistants.", "social_summary": "Data Engineer: source-aware data pipeline plan, workflows, and review guidance", - "download_note": "11 Markdown files · 1,161 words · no signup · CC-BY-4.0", + "download_note": "11 Markdown files \u00b7 1,161 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Data Engineer work, plus teams reviewing its decisions and outputs", "Teams working in General" @@ -74875,7 +74875,7 @@ "summary": "Use this bundle to plan and review Editor work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Source-aware editorial review. Start source review with O*NET Editors profile.", "meta_description": "Free Editor Markdown bundle with workflows, source references, and source-aware editorial review for use with AI assistants.", "social_summary": "Editor: source-aware editorial review, workflows, and review guidance", - "download_note": "11 Markdown files · 1,086 words · no signup · CC-BY-4.0", + "download_note": "11 Markdown files \u00b7 1,086 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Editor work, plus teams reviewing its decisions and outputs", "Teams working in General" @@ -75079,7 +75079,7 @@ "summary": "Use this bundle to plan and review Financial Systems Analyst (FinTech/ERP) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Source-aware financial systems specification. Start source review with O*NET Computer Systems Analysts profile.", "meta_description": "Free Financial Systems Analyst (FinTech/ERP) Markdown bundle with workflows, source references, and source-aware financial systems specification for use.", "social_summary": "Financial Systems Analyst (FinTech/ERP): source-aware financial systems specification, workflows, and.", - "download_note": "11 Markdown files · 1,211 words · no signup · CC-BY-4.0", + "download_note": "11 Markdown files \u00b7 1,211 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Financial Systems Analyst (FinTech/ERP) work, plus teams reviewing its decisions and outputs", "Teams working in General" @@ -75293,7 +75293,7 @@ "summary": "Use this bundle to plan and review HR Business Partner (HRBP) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Source-aware HR advisory brief. Start source review with O*NET Human Resources Managers profile.", "meta_description": "Free HR Business Partner (HRBP) Markdown bundle with workflows, source references, and source-aware HR advisory brief for use with AI assistants.", "social_summary": "HR Business Partner (HRBP): source-aware HR advisory brief, workflows, and review guidance", - "download_note": "11 Markdown files · 1,202 words · no signup · CC-BY-4.0", + "download_note": "11 Markdown files \u00b7 1,202 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting HR Business Partner (HRBP) work, plus teams reviewing its decisions and outputs", "Teams working in General" @@ -75495,7 +75495,7 @@ "summary": "Use this bundle to plan and review IPO Investment Analyst (India) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a framework; the intended output is India IPO evidence-led assessment. Start source review with SEBI ICDR page.", "meta_description": "Free IPO Investment Analyst (India) Markdown bundle with workflows, source references, and india IPO evidence-led assessment for use with AI assistants.", "social_summary": "IPO Investment Analyst (India): india IPO evidence-led assessment, workflows, and review guidance", - "download_note": "18 Markdown files · 1,433 words · no signup · CC-BY-4.0", + "download_note": "18 Markdown files \u00b7 1,433 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting IPO Investment Analyst (India) work, plus teams reviewing its decisions and outputs", "Teams working in Indian capital markets" @@ -75701,10 +75701,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the MLOps Engineer role.", - "summary": "Use this bundle to plan and review MLOps Engineer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is MLOps source-aware operational plan. Start source review with O*NET OnLine — Summary / 15 2051.00.", + "summary": "Use this bundle to plan and review MLOps Engineer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is MLOps source-aware operational plan. Start source review with O*NET OnLine \u2014 Summary / 15 2051.00.", "meta_description": "Free MLOps Engineer Markdown bundle with workflows, source references, and mLOps source-aware operational plan for use with AI assistants.", "social_summary": "MLOps Engineer: mLOps source-aware operational plan, workflows, and review guidance", - "download_note": "10 Markdown files · 979 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 979 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting MLOps Engineer work, plus teams reviewing its decisions and outputs", "Teams working in Technology, Data and analytics" @@ -75717,7 +75717,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach MLOps Engineer work by producing MLOps source-aware operational plan with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 15 2051.00, then confirm that the reference is current and applicable. Inspect MLOps Engineer Role before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach MLOps Engineer work by producing MLOps source-aware operational plan with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 15 2051.00, then confirm that the reference is current and applicable. Inspect MLOps Engineer Role before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -75749,7 +75749,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 2051.00", + "label": "O*NET OnLine \u2014 Summary / 15 2051.00", "url": "https://www.onetonline.org/link/summary/15-2051.00", "used_for": "Role or occupation reference for MLOps Engineer scope and source checks." } @@ -75906,7 +75906,7 @@ "summary": "Use this bundle to plan and review Technical Sales Representative (Technical and Scientific Products) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Technical sales source-aware brief. Start source review with Primary role source.", "meta_description": "Free Technical Sales Representative (Technical and Scientific Products) Markdown bundle with workflows, source references, and technical sales source-aware.", "social_summary": "Technical Sales Representative (Technical and Scientific Products): technical sales source-aware brief.", - "download_note": "11 Markdown files · 1,350 words · no signup · CC-BY-4.0", + "download_note": "11 Markdown files \u00b7 1,350 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Technical Sales Representative (Technical and Scientific Products) work, plus teams reviewing its decisions and outputs", "Teams working in Wholesale and manufacturing, Technical products, Scientific products" @@ -76100,10 +76100,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Paralegal / Legal Assistant role.", - "summary": "Use this bundle to plan and review Paralegal / Legal Assistant work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Source-aware legal research and document-preparation brief. Start source review with O*NET OnLine — Summary / 23 2011.00.", + "summary": "Use this bundle to plan and review Paralegal / Legal Assistant work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Source-aware legal research and document-preparation brief. Start source review with O*NET OnLine \u2014 Summary / 23 2011.00.", "meta_description": "Free Paralegal / Legal Assistant Markdown bundle with workflows, source references, and source-aware legal research and document-preparation brief for use.", "social_summary": "Paralegal / Legal Assistant: source-aware legal research and document-preparation brief, workflows, and.", - "download_note": "10 Markdown files · 794 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 794 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Paralegal / Legal Assistant work, plus teams reviewing its decisions and outputs", "Teams working in Legal services" @@ -76116,7 +76116,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Paralegal / Legal Assistant work by producing Source-aware legal research and document-preparation brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 23 2011.00, then confirm that the reference is current and applicable. Inspect Paralegal / Legal Assistant before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Paralegal / Legal Assistant work by producing Source-aware legal research and document-preparation brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 23 2011.00, then confirm that the reference is current and applicable. Inspect Paralegal / Legal Assistant before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -76148,7 +76148,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 23 2011.00", + "label": "O*NET OnLine \u2014 Summary / 23 2011.00", "url": "https://www.onetonline.org/link/summary/23-2011.00", "used_for": "Role or occupation reference for Paralegal / Legal Assistant scope and source checks." } @@ -76206,7 +76206,7 @@ "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Web Analytics / Marketing Data Specialist role.", "meta_description": "Free Web Analytics / Marketing Data Specialist Markdown bundle with workflows, source references, and web analytics measurement and reconciliation brief.", "social_summary": "Web Analytics / Marketing Data Specialist: web analytics measurement and reconciliation brief.", - "download_note": "10 Markdown files · 823 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 823 words \u00b7 no signup \u00b7 CC-BY-4.0", "featured_contents": [ { "type": "Role guide", @@ -76235,7 +76235,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 1161.01", + "label": "O*NET OnLine \u2014 Summary / 13 1161.01", "url": "https://www.onetonline.org/link/summary/13-1161.01", "used_for": "Role or occupation reference for Web Analytics / Marketing Data Specialist scope and source checks." } @@ -76513,10 +76513,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Business Development Representative (BDR) role.", - "summary": "Use this bundle to plan and review Business Development Representative (BDR) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Source-aware account research and outreach brief. Start source review with O*NET OnLine — Summary / 41 3091.00.", + "summary": "Use this bundle to plan and review Business Development Representative (BDR) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Source-aware account research and outreach brief. Start source review with O*NET OnLine \u2014 Summary / 41 3091.00.", "meta_description": "Free Business Development Representative (BDR) Markdown bundle with workflows, source references, and source-aware account research and outreach brief for.", "social_summary": "Business Development Representative (BDR): source-aware account research and outreach brief, workflows.", - "download_note": "10 Markdown files · 801 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 801 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Business Development Representative (BDR) work, plus teams reviewing its decisions and outputs", "Teams working in Sales, Business services" @@ -76529,7 +76529,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Business Development Representative (BDR) work by producing Source-aware account research and outreach brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 41 3091.00, then confirm that the reference is current and applicable. Inspect Business Development Representative (BDR) before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Business Development Representative (BDR) work by producing Source-aware account research and outreach brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 41 3091.00, then confirm that the reference is current and applicable. Inspect Business Development Representative (BDR) before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -76561,7 +76561,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 41 3091.00", + "label": "O*NET OnLine \u2014 Summary / 41 3091.00", "url": "https://www.onetonline.org/link/summary/41-3091.00", "used_for": "Role or occupation reference for Business Development Representative (BDR) scope and source checks." } @@ -76715,10 +76715,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Business Intelligence (BI) Developer role.", - "summary": "Use this bundle to plan and review Business Intelligence (BI) Developer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is BI semantic-model and report implementation brief. Start source review with O*NET OnLine — Summary / 15 2051.01.", + "summary": "Use this bundle to plan and review Business Intelligence (BI) Developer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is BI semantic-model and report implementation brief. Start source review with O*NET OnLine \u2014 Summary / 15 2051.01.", "meta_description": "Free Business Intelligence (BI) Developer Markdown bundle with workflows, source references, and bI semantic-model and report implementation brief for use.", "social_summary": "Business Intelligence (BI) Developer: bI semantic-model and report implementation brief, workflows, and.", - "download_note": "10 Markdown files · 810 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 810 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Business Intelligence (BI) Developer work, plus teams reviewing its decisions and outputs", "Teams working in Data and analytics" @@ -76731,7 +76731,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Business Intelligence (BI) Developer work by producing BI semantic-model and report implementation brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 15 2051.01, then confirm that the reference is current and applicable. Inspect Business Intelligence (BI) Developer before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Business Intelligence (BI) Developer work by producing BI semantic-model and report implementation brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 15 2051.01, then confirm that the reference is current and applicable. Inspect Business Intelligence (BI) Developer before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -76763,7 +76763,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 2051.01", + "label": "O*NET OnLine \u2014 Summary / 15 2051.01", "url": "https://www.onetonline.org/link/summary/15-2051.01", "used_for": "Role or occupation reference for Business Intelligence (BI) Developer scope and source checks." } @@ -76914,10 +76914,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Copywriter / Content Writer role.", - "summary": "Use this bundle to plan and review Copywriter / Content Writer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Source-aware copy and editorial brief. Start source review with O*NET OnLine — Summary / 27 3043.00.", + "summary": "Use this bundle to plan and review Copywriter / Content Writer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Source-aware copy and editorial brief. Start source review with O*NET OnLine \u2014 Summary / 27 3043.00.", "meta_description": "Free Copywriter / Content Writer Markdown bundle with workflows, source references, and source-aware copy and editorial brief for use with AI assistants.", "social_summary": "Copywriter / Content Writer: source-aware copy and editorial brief, workflows, and review guidance", - "download_note": "10 Markdown files · 778 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 778 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Copywriter / Content Writer work, plus teams reviewing its decisions and outputs", "Teams working in Marketing, Media" @@ -76930,7 +76930,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Copywriter / Content Writer work by producing Source-aware copy and editorial brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 27 3043.00, then confirm that the reference is current and applicable. Inspect Copywriter / Content Writer before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Copywriter / Content Writer work by producing Source-aware copy and editorial brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 27 3043.00, then confirm that the reference is current and applicable. Inspect Copywriter / Content Writer before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -76962,7 +76962,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 27 3043.00", + "label": "O*NET OnLine \u2014 Summary / 27 3043.00", "url": "https://www.onetonline.org/link/summary/27-3043.00", "used_for": "Role or occupation reference for Copywriter / Content Writer scope and source checks." } @@ -77010,7 +77010,7 @@ "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Demand Generation Manager role.", "meta_description": "Free Demand Generation Manager Markdown bundle with workflows, source references, and demand generation campaign and evidence brief for use with AI.", "social_summary": "Demand Generation Manager: demand generation campaign and evidence brief, workflows, and review guidance", - "download_note": "10 Markdown files · 784 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 784 words \u00b7 no signup \u00b7 CC-BY-4.0", "featured_contents": [ { "type": "Role guide", @@ -77039,7 +77039,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 11 2021.00", + "label": "O*NET OnLine \u2014 Summary / 11 2021.00", "url": "https://www.onetonline.org/link/summary/11-2021.00", "used_for": "Role or occupation reference for Demand Generation Manager scope and source checks." } @@ -77319,10 +77319,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Digital Marketing Manager role.", - "summary": "Use this bundle to plan and review Digital Marketing Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Cross-channel digital marketing decision brief. Start source review with O*NET OnLine — Summary / 11 2021.00.", + "summary": "Use this bundle to plan and review Digital Marketing Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Cross-channel digital marketing decision brief. Start source review with O*NET OnLine \u2014 Summary / 11 2021.00.", "meta_description": "Free Digital Marketing Manager Markdown bundle with workflows, source references, and cross-channel digital marketing decision brief for use with AI.", "social_summary": "Digital Marketing Manager: cross-channel digital marketing decision brief, workflows, and review.", - "download_note": "10 Markdown files · 795 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 795 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Digital Marketing Manager work, plus teams reviewing its decisions and outputs", "Teams working in Marketing, Digital commerce" @@ -77335,7 +77335,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Digital Marketing Manager work by producing Cross-channel digital marketing decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 11 2021.00, then confirm that the reference is current and applicable. Inspect Digital Marketing Manager before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Digital Marketing Manager work by producing Cross-channel digital marketing decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 11 2021.00, then confirm that the reference is current and applicable. Inspect Digital Marketing Manager before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -77367,7 +77367,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 11 2021.00", + "label": "O*NET OnLine \u2014 Summary / 11 2021.00", "url": "https://www.onetonline.org/link/summary/11-2021.00", "used_for": "Role or occupation reference for Digital Marketing Manager scope and source checks." } @@ -77519,10 +77519,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Account Executive (Closer) role.", - "summary": "Use this bundle to plan and review Account Executive (Closer) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Source-aware opportunity and close brief. Start source review with O*NET OnLine — Summary / 41 4012.00.", + "summary": "Use this bundle to plan and review Account Executive (Closer) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Source-aware opportunity and close brief. Start source review with O*NET OnLine \u2014 Summary / 41 4012.00.", "meta_description": "Free Account Executive (Closer) Markdown bundle with workflows, source references, and source-aware opportunity and close brief for use with AI assistants.", "social_summary": "Account Executive (Closer): source-aware opportunity and close brief, workflows, and review guidance", - "download_note": "10 Markdown files · 806 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 806 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Account Executive (Closer) work, plus teams reviewing its decisions and outputs", "Teams working in Sales, B2B" @@ -77535,7 +77535,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Account Executive (Closer) work by producing Source-aware opportunity and close brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 41 4012.00, then confirm that the reference is current and applicable. Inspect Account Executive (Closer) before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Account Executive (Closer) work by producing Source-aware opportunity and close brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 41 4012.00, then confirm that the reference is current and applicable. Inspect Account Executive (Closer) before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -77567,7 +77567,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 41 4012.00", + "label": "O*NET OnLine \u2014 Summary / 41 4012.00", "url": "https://www.onetonline.org/link/summary/41-4012.00", "used_for": "Role or occupation reference for Account Executive (Closer) scope and source checks." } @@ -77721,10 +77721,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Customer Experience (CX) Manager role.", - "summary": "Use this bundle to plan and review Customer Experience (CX) Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Voice-of-customer and experience improvement brief. Start source review with O*NET OnLine — Summary / 11 2021.00.", + "summary": "Use this bundle to plan and review Customer Experience (CX) Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Voice-of-customer and experience improvement brief. Start source review with O*NET OnLine \u2014 Summary / 11 2021.00.", "meta_description": "Free Customer Experience (CX) Manager Markdown bundle with workflows, source references, and voice-of-customer and experience improvement brief for use.", "social_summary": "Customer Experience (CX) Manager: voice-of-customer and experience improvement brief, workflows, and.", - "download_note": "10 Markdown files · 808 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 808 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Customer Experience (CX) Manager work, plus teams reviewing its decisions and outputs", "Teams working in Customer experience, Services" @@ -77737,7 +77737,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Customer Experience (CX) Manager work by producing Voice-of-customer and experience improvement brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 11 2021.00, then confirm that the reference is current and applicable. Inspect Customer Experience (CX) Manager before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Customer Experience (CX) Manager work by producing Voice-of-customer and experience improvement brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 11 2021.00, then confirm that the reference is current and applicable. Inspect Customer Experience (CX) Manager before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -77769,7 +77769,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 11 2021.00", + "label": "O*NET OnLine \u2014 Summary / 11 2021.00", "url": "https://www.onetonline.org/link/summary/11-2021.00", "used_for": "Role or occupation reference for Customer Experience (CX) Manager scope and source checks." } @@ -77921,10 +77921,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Paid Social / Social Media Advertising Specialist role.", - "summary": "Use this bundle to plan and review Paid Social / Social Media Advertising Specialist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Paid social campaign and optimization brief. Start source review with O*NET OnLine — Summary / 13 1161.01.", + "summary": "Use this bundle to plan and review Paid Social / Social Media Advertising Specialist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Paid social campaign and optimization brief. Start source review with O*NET OnLine \u2014 Summary / 13 1161.01.", "meta_description": "Free Paid Social / Social Media Advertising Specialist Markdown bundle with workflows, source references, and paid social campaign and optimization brief.", "social_summary": "Paid Social / Social Media Advertising Specialist: paid social campaign and optimization brief.", - "download_note": "10 Markdown files · 993 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 993 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Paid Social / Social Media Advertising Specialist work, plus teams reviewing its decisions and outputs", "Teams working in Marketing, Advertising" @@ -77937,7 +77937,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Paid Social / Social Media Advertising Specialist work by producing Paid social campaign and optimization brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 13 1161.01, then confirm that the reference is current and applicable. Inspect Paid Social / Social Media Advertising Specialist before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Paid Social / Social Media Advertising Specialist work by producing Paid social campaign and optimization brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 13 1161.01, then confirm that the reference is current and applicable. Inspect Paid Social / Social Media Advertising Specialist before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -77969,7 +77969,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 1161.01", + "label": "O*NET OnLine \u2014 Summary / 13 1161.01", "url": "https://www.onetonline.org/link/summary/13-1161.01", "used_for": "Role or occupation reference for Paid Social / Social Media Advertising Specialist scope and source checks." } @@ -78124,10 +78124,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Technical Account Manager (TAM) role.", - "summary": "Use this bundle to plan and review Technical Account Manager (TAM) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Technical account health and action brief. Start source review with lightcast.io — 32101125 / Technical Account Manager.", + "summary": "Use this bundle to plan and review Technical Account Manager (TAM) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Technical account health and action brief. Start source review with lightcast.io \u2014 32101125 / Technical Account Manager.", "meta_description": "Free Technical Account Manager (TAM) Markdown bundle with workflows, source references, and technical account health and action brief for use with AI.", "social_summary": "Technical Account Manager (TAM): technical account health and action brief, workflows, and review.", - "download_note": "10 Markdown files · 959 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 959 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Technical Account Manager (TAM) work, plus teams reviewing its decisions and outputs", "Teams working in Software, Technology services" @@ -78140,7 +78140,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Technical Account Manager (TAM) work by producing Technical account health and action brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with lightcast.io — 32101125 / Technical Account Manager, then confirm that the reference is current and applicable. Inspect Technical Account Manager (TAM) before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Technical Account Manager (TAM) work by producing Technical account health and action brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with lightcast.io \u2014 32101125 / Technical Account Manager, then confirm that the reference is current and applicable. Inspect Technical Account Manager (TAM) before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -78172,7 +78172,7 @@ ], "source_notes": [ { - "label": "lightcast.io — 32101125 / Technical Account Manager", + "label": "lightcast.io \u2014 32101125 / Technical Account Manager", "url": "https://lightcast.io/lot/occupations/32101125/technical-account-manager", "used_for": "Role or occupation reference for Technical Account Manager (TAM) scope and source checks." } @@ -78324,10 +78324,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the AI / Data Platform Engineer role.", - "summary": "Use this bundle to plan and review AI / Data Platform Engineer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is AI and data platform implementation brief. Start source review with O*NET OnLine — Summary / 15 1243.00.", + "summary": "Use this bundle to plan and review AI / Data Platform Engineer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is AI and data platform implementation brief. Start source review with O*NET OnLine \u2014 Summary / 15 1243.00.", "meta_description": "Free AI / Data Platform Engineer Markdown bundle with workflows, source references, and aI and data platform implementation brief for use with AI.", "social_summary": "AI / Data Platform Engineer: aI and data platform implementation brief, workflows, and review guidance", - "download_note": "10 Markdown files · 969 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 969 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting AI / Data Platform Engineer work, plus teams reviewing its decisions and outputs", "Teams working in Data and analytics, Software" @@ -78340,7 +78340,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach AI / Data Platform Engineer work by producing AI and data platform implementation brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 15 1243.00, then confirm that the reference is current and applicable. Inspect AI / Data Platform Engineer before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach AI / Data Platform Engineer work by producing AI and data platform implementation brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 15 1243.00, then confirm that the reference is current and applicable. Inspect AI / Data Platform Engineer before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -78372,7 +78372,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 1243.00", + "label": "O*NET OnLine \u2014 Summary / 15 1243.00", "url": "https://www.onetonline.org/link/summary/15-1243.00", "used_for": "Role or occupation reference for AI / Data Platform Engineer scope and source checks." } @@ -78525,10 +78525,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Applications Programmer role.", - "summary": "Use this bundle to plan and review Applications Programmer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Application change implementation brief. Start source review with O*NET OnLine — Summary / 15 1251.00.", + "summary": "Use this bundle to plan and review Applications Programmer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Application change implementation brief. Start source review with O*NET OnLine \u2014 Summary / 15 1251.00.", "meta_description": "Free Applications Programmer Markdown bundle with workflows, source references, and application change implementation brief for use with AI assistants.", "social_summary": "Applications Programmer: application change implementation brief, workflows, and review guidance", - "download_note": "10 Markdown files · 914 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 914 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Applications Programmer work, plus teams reviewing its decisions and outputs", "Teams working in Software, Information technology" @@ -78541,7 +78541,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Applications Programmer work by producing Application change implementation brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 15 1251.00, then confirm that the reference is current and applicable. Inspect Applications Programmer before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Applications Programmer work by producing Application change implementation brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 15 1251.00, then confirm that the reference is current and applicable. Inspect Applications Programmer before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -78573,7 +78573,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 1251.00", + "label": "O*NET OnLine \u2014 Summary / 15 1251.00", "url": "https://www.onetonline.org/link/summary/15-1251.00", "used_for": "Role or occupation reference for Applications Programmer scope and source checks." } @@ -78727,10 +78727,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the ICT System Developer role.", - "summary": "Use this bundle to plan and review ICT System Developer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is ICT system design and integration brief. Start source review with O*NET OnLine — Summary / 15 1211.00.", + "summary": "Use this bundle to plan and review ICT System Developer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is ICT system design and integration brief. Start source review with O*NET OnLine \u2014 Summary / 15 1211.00.", "meta_description": "Free ICT System Developer Markdown bundle with workflows, source references, and iCT system design and integration brief for use with AI assistants.", "social_summary": "ICT System Developer: iCT system design and integration brief, workflows, and review guidance", - "download_note": "10 Markdown files · 934 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 934 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting ICT System Developer work, plus teams reviewing its decisions and outputs", "Teams working in Information technology" @@ -78743,7 +78743,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach ICT System Developer work by producing ICT system design and integration brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 15 1211.00, then confirm that the reference is current and applicable. Inspect ICT System Developer before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach ICT System Developer work by producing ICT system design and integration brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 15 1211.00, then confirm that the reference is current and applicable. Inspect ICT System Developer before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -78775,7 +78775,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 1211.00", + "label": "O*NET OnLine \u2014 Summary / 15 1211.00", "url": "https://www.onetonline.org/link/summary/15-1211.00", "used_for": "Role or occupation reference for ICT System Developer scope and source checks." } @@ -78928,10 +78928,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Key Account Manager / Account Manager role.", - "summary": "Use this bundle to plan and review Key Account Manager / Account Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Key account plan and decision brief. Start source review with O*NET OnLine — Summary / 41 3091.00.", + "summary": "Use this bundle to plan and review Key Account Manager / Account Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Key account plan and decision brief. Start source review with O*NET OnLine \u2014 Summary / 41 3091.00.", "meta_description": "Free Key Account Manager / Account Manager Markdown bundle with workflows, source references, and key account plan and decision brief for use with AI.", "social_summary": "Key Account Manager / Account Manager: key account plan and decision brief, workflows, and review.", - "download_note": "10 Markdown files · 973 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 973 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Key Account Manager / Account Manager work, plus teams reviewing its decisions and outputs", "Teams working in Sales, Business services" @@ -78944,7 +78944,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Key Account Manager / Account Manager work by producing Key account plan and decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 41 3091.00, then confirm that the reference is current and applicable. Inspect Key Account Manager / Account Manager before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Key Account Manager / Account Manager work by producing Key account plan and decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 41 3091.00, then confirm that the reference is current and applicable. Inspect Key Account Manager / Account Manager before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -78976,7 +78976,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 41 3091.00", + "label": "O*NET OnLine \u2014 Summary / 41 3091.00", "url": "https://www.onetonline.org/link/summary/41-3091.00", "used_for": "Role or occupation reference for Key Account Manager / Account Manager scope and source checks." } @@ -79128,10 +79128,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Release / Build Engineer role.", - "summary": "Use this bundle to plan and review Release / Build Engineer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Build and release readiness brief. Start source review with O*NET OnLine — Summary / 15 1252.00.", + "summary": "Use this bundle to plan and review Release / Build Engineer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Build and release readiness brief. Start source review with O*NET OnLine \u2014 Summary / 15 1252.00.", "meta_description": "Free Release / Build Engineer Markdown bundle with workflows, source references, and build and release readiness brief for use with AI assistants.", "social_summary": "Release / Build Engineer: build and release readiness brief, workflows, and review guidance", - "download_note": "10 Markdown files · 929 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 929 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Release / Build Engineer work, plus teams reviewing its decisions and outputs", "Teams working in Software, Information technology" @@ -79144,7 +79144,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Release / Build Engineer work by producing Build and release readiness brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 15 1252.00, then confirm that the reference is current and applicable. Inspect Release / Build Engineer before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Release / Build Engineer work by producing Build and release readiness brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 15 1252.00, then confirm that the reference is current and applicable. Inspect Release / Build Engineer before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -79176,7 +79176,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 1252.00", + "label": "O*NET OnLine \u2014 Summary / 15 1252.00", "url": "https://www.onetonline.org/link/summary/15-1252.00", "used_for": "Role or occupation reference for Release / Build Engineer scope and source checks." } @@ -79328,10 +79328,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Social Media Manager / Specialist role.", - "summary": "Use this bundle to plan and review Social Media Manager / Specialist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Social media content and community brief. Start source review with O*NET OnLine — Summary / 27 3031.00.", + "summary": "Use this bundle to plan and review Social Media Manager / Specialist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Social media content and community brief. Start source review with O*NET OnLine \u2014 Summary / 27 3031.00.", "meta_description": "Free Social Media Manager / Specialist Markdown bundle with workflows, source references, and social media content and community brief for use with AI.", "social_summary": "Social Media Manager / Specialist: social media content and community brief, workflows, and review.", - "download_note": "10 Markdown files · 969 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 969 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Social Media Manager / Specialist work, plus teams reviewing its decisions and outputs", "Teams working in Marketing, Communications" @@ -79344,7 +79344,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Social Media Manager / Specialist work by producing Social media content and community brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 27 3031.00, then confirm that the reference is current and applicable. Inspect Social Media Manager / Specialist before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Social Media Manager / Specialist work by producing Social media content and community brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 27 3031.00, then confirm that the reference is current and applicable. Inspect Social Media Manager / Specialist before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -79376,7 +79376,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 27 3031.00", + "label": "O*NET OnLine \u2014 Summary / 27 3031.00", "url": "https://www.onetonline.org/link/summary/27-3031.00", "used_for": "Role or occupation reference for Social Media Manager / Specialist scope and source checks." } @@ -79529,10 +79529,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Software Developer / Software Engineer role.", - "summary": "Use this bundle to plan and review Software Developer / Software Engineer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Software change implementation and review brief. Start source review with O*NET OnLine — Summary / 15 1252.00.", + "summary": "Use this bundle to plan and review Software Developer / Software Engineer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Software change implementation and review brief. Start source review with O*NET OnLine \u2014 Summary / 15 1252.00.", "meta_description": "Free Software Developer / Software Engineer Markdown bundle with workflows, source references, and software change implementation and review brief for use.", "social_summary": "Software Developer / Software Engineer: software change implementation and review brief, workflows, and.", - "download_note": "10 Markdown files · 956 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 956 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Software Developer / Software Engineer work, plus teams reviewing its decisions and outputs", "Teams working in Software, Information technology" @@ -79545,7 +79545,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Software Developer / Software Engineer work by producing Software change implementation and review brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 15 1252.00, then confirm that the reference is current and applicable. Inspect Software Developer / Software Engineer before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Software Developer / Software Engineer work by producing Software change implementation and review brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 15 1252.00, then confirm that the reference is current and applicable. Inspect Software Developer / Software Engineer before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -79577,7 +79577,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 1252.00", + "label": "O*NET OnLine \u2014 Summary / 15 1252.00", "url": "https://www.onetonline.org/link/summary/15-1252.00", "used_for": "Role or occupation reference for Software Developer / Software Engineer scope and source checks." } @@ -79731,10 +79731,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Software Developers and Analysts Not Elsewhere Classified role.", - "summary": "Use this bundle to plan and review Software Developers and Analysts Not Elsewhere Classified work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Software role classification and implementation brief. Start source review with European Commission ESCO — Classification / Occupation.", + "summary": "Use this bundle to plan and review Software Developers and Analysts Not Elsewhere Classified work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Software role classification and implementation brief. Start source review with European Commission ESCO \u2014 Classification / Occupation.", "meta_description": "Free Software Developers and Analysts Not Elsewhere Classified Markdown bundle with workflows, source references, and software role classification and.", "social_summary": "Software Developers and Analysts Not Elsewhere Classified: software role classification and.", - "download_note": "10 Markdown files · 1,040 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,040 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Software Developers and Analysts Not Elsewhere Classified work, plus teams reviewing its decisions and outputs", "Teams working in Software, Information technology" @@ -79747,7 +79747,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Software Developers and Analysts Not Elsewhere Classified work by producing Software role classification and implementation brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with European Commission ESCO — Classification / Occupation, then confirm that the reference is current and applicable. Inspect Software Developers and Analysts Not Elsewhere Classified before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Software Developers and Analysts Not Elsewhere Classified work by producing Software role classification and implementation brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with European Commission ESCO \u2014 Classification / Occupation, then confirm that the reference is current and applicable. Inspect Software Developers and Analysts Not Elsewhere Classified before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -79779,7 +79779,7 @@ ], "source_notes": [ { - "label": "European Commission ESCO — Classification / Occupation", + "label": "European Commission ESCO \u2014 Classification / Occupation", "url": "https://esco.ec.europa.eu/en/classification/occupation?uri=http://data.europa.eu/esco/isco/C2519", "used_for": "Role or occupation reference for Software Developers and Analysts Not Elsewhere Classified scope and source checks." } @@ -79932,10 +79932,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Systems / Infrastructure Engineer (Software) role.", - "summary": "Use this bundle to plan and review Systems / Infrastructure Engineer (Software) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Infrastructure change and reliability brief. Start source review with O*NET OnLine — Summary / 15 1299.08.", + "summary": "Use this bundle to plan and review Systems / Infrastructure Engineer (Software) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Infrastructure change and reliability brief. Start source review with O*NET OnLine \u2014 Summary / 15 1299.08.", "meta_description": "Free Systems / Infrastructure Engineer (Software) Markdown bundle with workflows, source references, and infrastructure change and reliability brief for.", "social_summary": "Systems / Infrastructure Engineer (Software): infrastructure change and reliability brief, workflows.", - "download_note": "10 Markdown files · 959 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 959 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Systems / Infrastructure Engineer (Software) work, plus teams reviewing its decisions and outputs", "Teams working in Information technology, Software" @@ -79948,7 +79948,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Systems / Infrastructure Engineer (Software) work by producing Infrastructure change and reliability brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 15 1299.08, then confirm that the reference is current and applicable. Inspect Systems / Infrastructure Engineer (Software) before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Systems / Infrastructure Engineer (Software) work by producing Infrastructure change and reliability brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 15 1299.08, then confirm that the reference is current and applicable. Inspect Systems / Infrastructure Engineer (Software) before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -79980,7 +79980,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 1299.08", + "label": "O*NET OnLine \u2014 Summary / 15 1299.08", "url": "https://www.onetonline.org/link/summary/15-1299.08", "used_for": "Role or occupation reference for Systems / Infrastructure Engineer (Software) scope and source checks." } @@ -80133,10 +80133,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Advertising / Promotions Manager role.", - "summary": "Use this bundle to plan and review Advertising / Promotions Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Advertising and promotions decision brief. Start source review with O*NET OnLine — Summary / 11 2011.00.", + "summary": "Use this bundle to plan and review Advertising / Promotions Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Advertising and promotions decision brief. Start source review with O*NET OnLine \u2014 Summary / 11 2011.00.", "meta_description": "Free Advertising / Promotions Manager Markdown bundle with workflows, source references, and advertising and promotions decision brief for use with AI.", "social_summary": "Advertising / Promotions Manager: advertising and promotions decision brief, workflows, and review.", - "download_note": "10 Markdown files · 944 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 944 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Advertising / Promotions Manager work, plus teams reviewing its decisions and outputs", "Teams working in Advertising, Marketing" @@ -80149,7 +80149,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Advertising / Promotions Manager work by producing Advertising and promotions decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 11 2011.00, then confirm that the reference is current and applicable. Inspect Advertising / Promotions Manager before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Advertising / Promotions Manager work by producing Advertising and promotions decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 11 2011.00, then confirm that the reference is current and applicable. Inspect Advertising / Promotions Manager before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -80181,7 +80181,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 11 2011.00", + "label": "O*NET OnLine \u2014 Summary / 11 2011.00", "url": "https://www.onetonline.org/link/summary/11-2011.00", "used_for": "Role or occupation reference for Advertising / Promotions Manager scope and source checks." } @@ -80335,10 +80335,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Design Manager / Head of Design role.", - "summary": "Use this bundle to plan and review Design Manager / Head of Design work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Design direction and review brief. Start source review with O*NET OnLine — Summary / 27 1011.00.", + "summary": "Use this bundle to plan and review Design Manager / Head of Design work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Design direction and review brief. Start source review with O*NET OnLine \u2014 Summary / 27 1011.00.", "meta_description": "Free Design Manager / Head of Design Markdown bundle with workflows, source references, and design direction and review brief for use with AI assistants.", "social_summary": "Design Manager / Head of Design: design direction and review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 991 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 991 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Design Manager / Head of Design work, plus teams reviewing its decisions and outputs", "Teams working in Design, Digital products" @@ -80351,7 +80351,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Design Manager / Head of Design work by producing Design direction and review brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 27 1011.00, then confirm that the reference is current and applicable. Inspect Design Manager / Head of Design before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Design Manager / Head of Design work by producing Design direction and review brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 27 1011.00, then confirm that the reference is current and applicable. Inspect Design Manager / Head of Design before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -80383,7 +80383,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 27 1011.00", + "label": "O*NET OnLine \u2014 Summary / 27 1011.00", "url": "https://www.onetonline.org/link/summary/27-1011.00", "used_for": "Role or occupation reference for Design Manager / Head of Design scope and source checks." } @@ -80536,10 +80536,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Email Marketing Specialist / Manager role.", - "summary": "Use this bundle to plan and review Email Marketing Specialist / Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Email campaign and send-readiness brief. Start source review with O*NET OnLine — Summary / 13 1161.00.", + "summary": "Use this bundle to plan and review Email Marketing Specialist / Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Email campaign and send-readiness brief. Start source review with O*NET OnLine \u2014 Summary / 13 1161.00.", "meta_description": "Free Email Marketing Specialist / Manager Markdown bundle with workflows, source references, and email campaign and send-readiness brief for use with AI.", "social_summary": "Email Marketing Specialist / Manager: email campaign and send-readiness brief, workflows, and review.", - "download_note": "10 Markdown files · 986 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 986 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Email Marketing Specialist / Manager work, plus teams reviewing its decisions and outputs", "Teams working in Marketing, Digital commerce" @@ -80552,7 +80552,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Email Marketing Specialist / Manager work by producing Email campaign and send-readiness brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 13 1161.00, then confirm that the reference is current and applicable. Inspect Email Marketing Specialist / Manager before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Email Marketing Specialist / Manager work by producing Email campaign and send-readiness brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 13 1161.00, then confirm that the reference is current and applicable. Inspect Email Marketing Specialist / Manager before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -80584,7 +80584,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 1161.00", + "label": "O*NET OnLine \u2014 Summary / 13 1161.00", "url": "https://www.onetonline.org/link/summary/13-1161.00", "used_for": "Role or occupation reference for Email Marketing Specialist / Manager scope and source checks." } @@ -80739,10 +80739,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Financial Reporting Accountant role.", - "summary": "Use this bundle to plan and review Financial Reporting Accountant work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Financial reporting and close review brief. Start source review with O*NET OnLine — Summary / 13 2011.00.", + "summary": "Use this bundle to plan and review Financial Reporting Accountant work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Financial reporting and close review brief. Start source review with O*NET OnLine \u2014 Summary / 13 2011.00.", "meta_description": "Free Financial Reporting Accountant Markdown bundle with workflows, source references, and financial reporting and close review brief for use with AI.", "social_summary": "Financial Reporting Accountant: financial reporting and close review brief, workflows, and review.", - "download_note": "10 Markdown files · 975 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 975 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Financial Reporting Accountant work, plus teams reviewing its decisions and outputs", "Teams working in Accounting, Finance" @@ -80755,7 +80755,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Financial Reporting Accountant work by producing Financial reporting and close review brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 13 2011.00, then confirm that the reference is current and applicable. Inspect Financial Reporting Accountant before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Financial Reporting Accountant work by producing Financial reporting and close review brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 13 2011.00, then confirm that the reference is current and applicable. Inspect Financial Reporting Accountant before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -80787,7 +80787,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 2011.00", + "label": "O*NET OnLine \u2014 Summary / 13 2011.00", "url": "https://www.onetonline.org/link/summary/13-2011.00", "used_for": "Role or occupation reference for Financial Reporting Accountant scope and source checks." } @@ -80949,10 +80949,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Growth Marketing Manager role.", - "summary": "Use this bundle to plan and review Growth Marketing Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Growth strategy and experiment decision brief. Start source review with O*NET OnLine — Summary / 11 2021.00.", + "summary": "Use this bundle to plan and review Growth Marketing Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Growth strategy and experiment decision brief. Start source review with O*NET OnLine \u2014 Summary / 11 2021.00.", "meta_description": "Free Growth Marketing Manager Markdown bundle with workflows, source references, and growth strategy and experiment decision brief for use with AI.", "social_summary": "Growth Marketing Manager: growth strategy and experiment decision brief, workflows, and review guidance", - "download_note": "10 Markdown files · 994 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 994 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Growth Marketing Manager work, plus teams reviewing its decisions and outputs", "Teams working in Marketing, Digital products" @@ -80965,7 +80965,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Growth Marketing Manager work by producing Growth strategy and experiment decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 11 2021.00, then confirm that the reference is current and applicable. Inspect Growth Marketing Manager before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Growth Marketing Manager work by producing Growth strategy and experiment decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 11 2021.00, then confirm that the reference is current and applicable. Inspect Growth Marketing Manager before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -80997,7 +80997,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 11 2021.00", + "label": "O*NET OnLine \u2014 Summary / 11 2021.00", "url": "https://www.onetonline.org/link/summary/11-2021.00", "used_for": "Role or occupation reference for Growth Marketing Manager scope and source checks." } @@ -81045,7 +81045,7 @@ "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Growth Product Manager role.", "meta_description": "Free Growth Product Manager Markdown bundle with workflows, source references, and product growth experiment and rollout brief for use with AI assistants.", "social_summary": "Growth Product Manager: product growth experiment and rollout brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,004 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,004 words \u00b7 no signup \u00b7 CC-BY-4.0", "featured_contents": [ { "type": "Role guide", @@ -81074,7 +81074,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 11 2021.00", + "label": "O*NET OnLine \u2014 Summary / 11 2021.00", "url": "https://www.onetonline.org/link/summary/11-2021.00", "used_for": "Role or occupation reference for Growth Product Manager scope and source checks." } @@ -81355,10 +81355,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Management Accountant (Cost Accountant) role.", - "summary": "Use this bundle to plan and review Management Accountant (Cost Accountant) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Cost and management accounting decision brief. Start source review with O*NET OnLine — Summary / 13 2011.00.", + "summary": "Use this bundle to plan and review Management Accountant (Cost Accountant) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Cost and management accounting decision brief. Start source review with O*NET OnLine \u2014 Summary / 13 2011.00.", "meta_description": "Free Management Accountant (Cost Accountant) Markdown bundle with workflows, source references, and cost and management accounting decision brief for use.", "social_summary": "Management Accountant (Cost Accountant): cost and management accounting decision brief, workflows, and.", - "download_note": "10 Markdown files · 1,022 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,022 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Management Accountant (Cost Accountant) work, plus teams reviewing its decisions and outputs", "Teams working in Accounting, Finance" @@ -81371,7 +81371,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Management Accountant (Cost Accountant) work by producing Cost and management accounting decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 13 2011.00, then confirm that the reference is current and applicable. Inspect Management Accountant (Cost Accountant) before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Management Accountant (Cost Accountant) work by producing Cost and management accounting decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 13 2011.00, then confirm that the reference is current and applicable. Inspect Management Accountant (Cost Accountant) before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -81403,7 +81403,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 2011.00", + "label": "O*NET OnLine \u2014 Summary / 13 2011.00", "url": "https://www.onetonline.org/link/summary/13-2011.00", "used_for": "Role or occupation reference for Management Accountant (Cost Accountant) scope and source checks." } @@ -81567,10 +81567,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Payroll Specialist / Administrator role.", - "summary": "Use this bundle to plan and review Payroll Specialist / Administrator work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Payroll reconciliation and exception brief. Start source review with O*NET OnLine — Summary / 43 3051.00.", + "summary": "Use this bundle to plan and review Payroll Specialist / Administrator work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Payroll reconciliation and exception brief. Start source review with O*NET OnLine \u2014 Summary / 43 3051.00.", "meta_description": "Free Payroll Specialist / Administrator Markdown bundle with workflows, source references, and payroll reconciliation and exception brief for use with AI.", "social_summary": "Payroll Specialist / Administrator: payroll reconciliation and exception brief, workflows, and review.", - "download_note": "10 Markdown files · 1,024 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,024 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Payroll Specialist / Administrator work, plus teams reviewing its decisions and outputs", "Teams working in Payroll, Human resources" @@ -81583,7 +81583,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Payroll Specialist / Administrator work by producing Payroll reconciliation and exception brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 43 3051.00, then confirm that the reference is current and applicable. Inspect Payroll Specialist / Administrator before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Payroll Specialist / Administrator work by producing Payroll reconciliation and exception brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 43 3051.00, then confirm that the reference is current and applicable. Inspect Payroll Specialist / Administrator before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -81615,7 +81615,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 43 3051.00", + "label": "O*NET OnLine \u2014 Summary / 43 3051.00", "url": "https://www.onetonline.org/link/summary/43-3051.00", "used_for": "Role or occupation reference for Payroll Specialist / Administrator scope and source checks." } @@ -81776,10 +81776,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Sales Manager role.", - "summary": "Use this bundle to plan and review Sales Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Sales pipeline and forecast decision brief. Start source review with O*NET OnLine — Summary / 11 2022.00.", + "summary": "Use this bundle to plan and review Sales Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Sales pipeline and forecast decision brief. Start source review with O*NET OnLine \u2014 Summary / 11 2022.00.", "meta_description": "Free Sales Manager Markdown bundle with workflows, source references, and sales pipeline and forecast decision brief for use with AI assistants.", "social_summary": "Sales Manager: sales pipeline and forecast decision brief, workflows, and review guidance", - "download_note": "10 Markdown files · 990 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 990 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Sales Manager work, plus teams reviewing its decisions and outputs", "Teams working in Sales, Business services" @@ -81792,7 +81792,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Sales Manager work by producing Sales pipeline and forecast decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 11 2022.00, then confirm that the reference is current and applicable. Inspect Sales Manager before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Sales Manager work by producing Sales pipeline and forecast decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 11 2022.00, then confirm that the reference is current and applicable. Inspect Sales Manager before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -81824,7 +81824,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 11 2022.00", + "label": "O*NET OnLine \u2014 Summary / 11 2022.00", "url": "https://www.onetonline.org/link/summary/11-2022.00", "used_for": "Role or occupation reference for Sales Manager scope and source checks." } @@ -82004,7 +82004,7 @@ "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Supply Chain Analyst role.", "meta_description": "Free Supply Chain Analyst Markdown bundle with workflows, source references, and supply-chain scenario and exception brief for use with AI assistants.", "social_summary": "Supply Chain Analyst: supply-chain scenario and exception brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,008 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,008 words \u00b7 no signup \u00b7 CC-BY-4.0", "featured_contents": [ { "type": "Role guide", @@ -82033,7 +82033,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 1081.02", + "label": "O*NET OnLine \u2014 Summary / 13 1081.02", "url": "https://www.onetonline.org/link/summary/13-1081.02", "used_for": "Role or occupation reference for Supply Chain Analyst scope and source checks." } @@ -82179,10 +82179,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Technical Recruiter role.", - "summary": "Use this bundle to plan and review Technical Recruiter work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Technical hiring and candidate review brief. Start source review with O*NET OnLine — Summary / 13 1071.00.", + "summary": "Use this bundle to plan and review Technical Recruiter work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Technical hiring and candidate review brief. Start source review with O*NET OnLine \u2014 Summary / 13 1071.00.", "meta_description": "Free Technical Recruiter Markdown bundle with workflows, source references, and technical hiring and candidate review brief for use with AI assistants.", "social_summary": "Technical Recruiter: technical hiring and candidate review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 980 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 980 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Technical Recruiter work, plus teams reviewing its decisions and outputs", "Teams working in Human resources, Technology" @@ -82195,7 +82195,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Technical Recruiter work by producing Technical hiring and candidate review brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 13 1071.00, then confirm that the reference is current and applicable. Inspect Technical Recruiter before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Technical Recruiter work by producing Technical hiring and candidate review brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 13 1071.00, then confirm that the reference is current and applicable. Inspect Technical Recruiter before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -82227,7 +82227,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 1071.00", + "label": "O*NET OnLine \u2014 Summary / 13 1071.00", "url": "https://www.onetonline.org/link/summary/13-1071.00", "used_for": "Role or occupation reference for Technical Recruiter scope and source checks." } @@ -82389,10 +82389,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Account Manager (Client Relationship Manager) role.", - "summary": "Use this bundle to plan and review Account Manager (Client Relationship Manager) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Client relationship and account decision brief. Start source review with O*NET OnLine — Summary / 41 3091.00.", + "summary": "Use this bundle to plan and review Account Manager (Client Relationship Manager) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Client relationship and account decision brief. Start source review with O*NET OnLine \u2014 Summary / 41 3091.00.", "meta_description": "Free Account Manager (Client Relationship Manager) Markdown bundle with workflows, source references, and client relationship and account decision brief.", "social_summary": "Account Manager (Client Relationship Manager): client relationship and account decision brief.", - "download_note": "10 Markdown files · 1,031 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,031 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Account Manager (Client Relationship Manager) work, plus teams reviewing its decisions and outputs", "Teams working in Business services, Sales" @@ -82405,7 +82405,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Account Manager (Client Relationship Manager) work by producing Client relationship and account decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 41 3091.00, then confirm that the reference is current and applicable. Inspect Account Manager (Client Relationship Manager) before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Account Manager (Client Relationship Manager) work by producing Client relationship and account decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 41 3091.00, then confirm that the reference is current and applicable. Inspect Account Manager (Client Relationship Manager) before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -82437,7 +82437,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 41 3091.00", + "label": "O*NET OnLine \u2014 Summary / 41 3091.00", "url": "https://www.onetonline.org/link/summary/41-3091.00", "used_for": "Role or occupation reference for Account Manager (Client Relationship Manager) scope and source checks." } @@ -82485,7 +82485,7 @@ "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Business Intelligence Analyst role.", "meta_description": "Free Business Intelligence Analyst Markdown bundle with workflows, source references, and business intelligence analysis and reconciliation brief for use.", "social_summary": "Business Intelligence Analyst: business intelligence analysis and reconciliation brief, workflows, and.", - "download_note": "10 Markdown files · 1,019 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,019 words \u00b7 no signup \u00b7 CC-BY-4.0", "featured_contents": [ { "type": "Role guide", @@ -82514,7 +82514,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 2051.01", + "label": "O*NET OnLine \u2014 Summary / 15 2051.01", "url": "https://www.onetonline.org/link/summary/15-2051.01", "used_for": "Role or occupation reference for Business Intelligence Analyst scope and source checks." } @@ -82793,10 +82793,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Customer Service Representative role.", - "summary": "Use this bundle to plan and review Customer Service Representative work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Customer case resolution and response brief. Start source review with O*NET OnLine — Summary / 43 4051.00.", + "summary": "Use this bundle to plan and review Customer Service Representative work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Customer case resolution and response brief. Start source review with O*NET OnLine \u2014 Summary / 43 4051.00.", "meta_description": "Free Customer Service Representative Markdown bundle with workflows, source references, and customer case resolution and response brief for use with AI.", "social_summary": "Customer Service Representative: customer case resolution and response brief, workflows, and review.", - "download_note": "10 Markdown files · 1,020 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,020 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Customer Service Representative work, plus teams reviewing its decisions and outputs", "Teams working in Customer service" @@ -82809,7 +82809,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Customer Service Representative work by producing Customer case resolution and response brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 43 4051.00, then confirm that the reference is current and applicable. Inspect Customer Service Representative before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Customer Service Representative work by producing Customer case resolution and response brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 43 4051.00, then confirm that the reference is current and applicable. Inspect Customer Service Representative before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -82841,7 +82841,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 43 4051.00", + "label": "O*NET OnLine \u2014 Summary / 43 4051.00", "url": "https://www.onetonline.org/link/summary/43-4051.00", "used_for": "Role or occupation reference for Customer Service Representative scope and source checks." } @@ -82996,10 +82996,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Customer Success Operations Manager (CS Ops) role.", - "summary": "Use this bundle to plan and review Customer Success Operations Manager (CS Ops) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Customer success operations decision brief. Start source review with O*NET OnLine — Summary / 11 2022.00.", + "summary": "Use this bundle to plan and review Customer Success Operations Manager (CS Ops) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Customer success operations decision brief. Start source review with O*NET OnLine \u2014 Summary / 11 2022.00.", "meta_description": "Free Customer Success Operations Manager (CS Ops) Markdown bundle with workflows, source references, and customer success operations decision brief for use.", "social_summary": "Customer Success Operations Manager (CS Ops): customer success operations decision brief, workflows, and.", - "download_note": "10 Markdown files · 1,066 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,066 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Customer Success Operations Manager (CS Ops) work, plus teams reviewing its decisions and outputs", "Teams working in Customer success, Software" @@ -83012,7 +83012,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Customer Success Operations Manager (CS Ops) work by producing Customer success operations decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 11 2022.00, then confirm that the reference is current and applicable. Inspect Customer Success Operations Manager (CS Ops) before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Customer Success Operations Manager (CS Ops) work by producing Customer success operations decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 11 2022.00, then confirm that the reference is current and applicable. Inspect Customer Success Operations Manager (CS Ops) before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -83044,7 +83044,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 11 2022.00", + "label": "O*NET OnLine \u2014 Summary / 11 2022.00", "url": "https://www.onetonline.org/link/summary/11-2022.00", "used_for": "Role or occupation reference for Customer Success Operations Manager (CS Ops) scope and source checks." } @@ -83198,10 +83198,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Customer Support Engineer / Product Support Engineer role.", - "summary": "Use this bundle to plan and review Customer Support Engineer / Product Support Engineer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Technical support investigation and escalation brief. Start source review with O*NET OnLine — Summary / 15 1232.00.", + "summary": "Use this bundle to plan and review Customer Support Engineer / Product Support Engineer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Technical support investigation and escalation brief. Start source review with O*NET OnLine \u2014 Summary / 15 1232.00.", "meta_description": "Free Customer Support Engineer / Product Support Engineer Markdown bundle with workflows, source references, and technical support investigation and.", "social_summary": "Customer Support Engineer / Product Support Engineer: technical support investigation and escalation.", - "download_note": "10 Markdown files · 1,068 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,068 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Customer Support Engineer / Product Support Engineer work, plus teams reviewing its decisions and outputs", "Teams working in Software support, Technology" @@ -83214,7 +83214,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Customer Support Engineer / Product Support Engineer work by producing Technical support investigation and escalation brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 15 1232.00, then confirm that the reference is current and applicable. Inspect Customer Support Engineer / Product Support Engineer before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Customer Support Engineer / Product Support Engineer work by producing Technical support investigation and escalation brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 15 1232.00, then confirm that the reference is current and applicable. Inspect Customer Support Engineer / Product Support Engineer before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -83246,7 +83246,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 1232.00", + "label": "O*NET OnLine \u2014 Summary / 15 1232.00", "url": "https://www.onetonline.org/link/summary/15-1232.00", "used_for": "Role or occupation reference for Customer Support Engineer / Product Support Engineer scope and source checks." } @@ -83398,10 +83398,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Customer Support Team Lead / Supervisor role.", - "summary": "Use this bundle to plan and review Customer Support Team Lead / Supervisor work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Support queue and team decision brief. Start source review with O*NET OnLine — Summary / 43 1011.00.", + "summary": "Use this bundle to plan and review Customer Support Team Lead / Supervisor work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Support queue and team decision brief. Start source review with O*NET OnLine \u2014 Summary / 43 1011.00.", "meta_description": "Free Customer Support Team Lead / Supervisor Markdown bundle with workflows, source references, and support queue and team decision brief for use with AI.", "social_summary": "Customer Support Team Lead / Supervisor: support queue and team decision brief, workflows, and review.", - "download_note": "10 Markdown files · 1,055 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,055 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Customer Support Team Lead / Supervisor work, plus teams reviewing its decisions and outputs", "Teams working in Customer support" @@ -83414,7 +83414,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Customer Support Team Lead / Supervisor work by producing Support queue and team decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 43 1011.00, then confirm that the reference is current and applicable. Inspect Customer Support Team Lead / Supervisor before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Customer Support Team Lead / Supervisor work by producing Support queue and team decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 43 1011.00, then confirm that the reference is current and applicable. Inspect Customer Support Team Lead / Supervisor before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -83446,7 +83446,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 43 1011.00", + "label": "O*NET OnLine \u2014 Summary / 43 1011.00", "url": "https://www.onetonline.org/link/summary/43-1011.00", "used_for": "Role or occupation reference for Customer Support Team Lead / Supervisor scope and source checks." } @@ -83599,10 +83599,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Data Architect role.", - "summary": "Use this bundle to plan and review Data Architect work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Data architecture and governance decision brief. Start source review with O*NET OnLine — Summary / 15 1243.00.", + "summary": "Use this bundle to plan and review Data Architect work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Data architecture and governance decision brief. Start source review with O*NET OnLine \u2014 Summary / 15 1243.00.", "meta_description": "Free Data Architect Markdown bundle with workflows, source references, and data architecture and governance decision brief for use with AI assistants.", "social_summary": "Data Architect: data architecture and governance decision brief, workflows, and review guidance", - "download_note": "10 Markdown files · 994 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 994 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Data Architect work, plus teams reviewing its decisions and outputs", "Teams working in Data and analytics, Software" @@ -83615,7 +83615,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Data Architect work by producing Data architecture and governance decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 15 1243.00, then confirm that the reference is current and applicable. Inspect Data Architect before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Data Architect work by producing Data architecture and governance decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 15 1243.00, then confirm that the reference is current and applicable. Inspect Data Architect before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -83647,7 +83647,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 1243.00", + "label": "O*NET OnLine \u2014 Summary / 15 1243.00", "url": "https://www.onetonline.org/link/summary/15-1243.00", "used_for": "Role or occupation reference for Data Architect scope and source checks." } @@ -83801,10 +83801,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Design Operations (DesignOps) Manager role.", - "summary": "Use this bundle to plan and review Design Operations (DesignOps) Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Design operations improvement brief. Start source review with nngroup.com — Articles / Design Operations 101.", + "summary": "Use this bundle to plan and review Design Operations (DesignOps) Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Design operations improvement brief. Start source review with nngroup.com \u2014 Articles / Design Operations 101.", "meta_description": "Free Design Operations (DesignOps) Manager Markdown bundle with workflows, source references, and design operations improvement brief for use with AI.", "social_summary": "Design Operations (DesignOps) Manager: design operations improvement brief, workflows, and review.", - "download_note": "10 Markdown files · 1,011 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,011 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Design Operations (DesignOps) Manager work, plus teams reviewing its decisions and outputs", "Teams working in Design, Digital products" @@ -83817,7 +83817,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Design Operations (DesignOps) Manager work by producing Design operations improvement brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with nngroup.com — Articles / Design Operations 101, then confirm that the reference is current and applicable. Inspect Design Operations (DesignOps) Manager before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Design Operations (DesignOps) Manager work by producing Design operations improvement brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with nngroup.com \u2014 Articles / Design Operations 101, then confirm that the reference is current and applicable. Inspect Design Operations (DesignOps) Manager before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -83849,7 +83849,7 @@ ], "source_notes": [ { - "label": "nngroup.com — Articles / Design Operations 101", + "label": "nngroup.com \u2014 Articles / Design Operations 101", "url": "https://www.nngroup.com/articles/design-operations-101/", "used_for": "Role or occupation reference for Design Operations (DesignOps) Manager scope and source checks." } @@ -84002,10 +84002,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Digital Marketing Analyst role.", - "summary": "Use this bundle to plan and review Digital Marketing Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Digital marketing analysis and reconciliation brief. Start source review with abs.gov.au — 2215 / 221532.", + "summary": "Use this bundle to plan and review Digital Marketing Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Digital marketing analysis and reconciliation brief. Start source review with abs.gov.au \u2014 2215 / 221532.", "meta_description": "Free Digital Marketing Analyst Markdown bundle with workflows, source references, and digital marketing analysis and reconciliation brief for use with AI.", "social_summary": "Digital Marketing Analyst: digital marketing analysis and reconciliation brief, workflows, and review.", - "download_note": "10 Markdown files · 1,024 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,024 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Digital Marketing Analyst work, plus teams reviewing its decisions and outputs", "Teams working in Marketing, Data and analytics" @@ -84018,7 +84018,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Digital Marketing Analyst work by producing Digital marketing analysis and reconciliation brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with abs.gov.au — 2215 / 221532, then confirm that the reference is current and applicable. Inspect Digital Marketing Analyst before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Digital Marketing Analyst work by producing Digital marketing analysis and reconciliation brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with abs.gov.au \u2014 2215 / 221532, then confirm that the reference is current and applicable. Inspect Digital Marketing Analyst before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -84050,7 +84050,7 @@ ], "source_notes": [ { - "label": "abs.gov.au — 2215 / 221532", + "label": "abs.gov.au \u2014 2215 / 221532", "url": "https://www.abs.gov.au/statistics/classifications/osca-occupation-standard-classification-australia/2024-version-1-0/browse-classification/2/22/221/2215/221532", "used_for": "Role or occupation reference for Digital Marketing Analyst scope and source checks." } @@ -84203,10 +84203,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the E-commerce Marketing Manager role.", - "summary": "Use this bundle to plan and review E-commerce Marketing Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is E-commerce marketing and merchandising brief. Start source review with O*NET OnLine — Summary / 11 2021.00.", + "summary": "Use this bundle to plan and review E-commerce Marketing Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is E-commerce marketing and merchandising brief. Start source review with O*NET OnLine \u2014 Summary / 11 2021.00.", "meta_description": "Free E-commerce Marketing Manager Markdown bundle with workflows, source references, and e-commerce marketing and merchandising brief for use with AI.", "social_summary": "E-commerce Marketing Manager: e-commerce marketing and merchandising brief, workflows, and review.", - "download_note": "10 Markdown files · 1,025 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,025 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting E-commerce Marketing Manager work, plus teams reviewing its decisions and outputs", "Teams working in E-commerce, Retail" @@ -84219,7 +84219,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach E-commerce Marketing Manager work by producing E-commerce marketing and merchandising brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 11 2021.00, then confirm that the reference is current and applicable. Inspect E-commerce Marketing Manager before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach E-commerce Marketing Manager work by producing E-commerce marketing and merchandising brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 11 2021.00, then confirm that the reference is current and applicable. Inspect E-commerce Marketing Manager before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -84251,7 +84251,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 11 2021.00", + "label": "O*NET OnLine \u2014 Summary / 11 2021.00", "url": "https://www.onetonline.org/link/summary/11-2021.00", "used_for": "Role or occupation reference for E-commerce Marketing Manager scope and source checks." } @@ -84405,10 +84405,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Financial Controller role.", - "summary": "Use this bundle to plan and review Financial Controller work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Controller close, reporting, and control brief. Start source review with O*NET OnLine — Summary / 11 3031.01.", + "summary": "Use this bundle to plan and review Financial Controller work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Controller close, reporting, and control brief. Start source review with O*NET OnLine \u2014 Summary / 11 3031.01.", "meta_description": "Free Financial Controller Markdown bundle with workflows, source references, and controller close, reporting, and control brief for use with AI assistants.", "social_summary": "Financial Controller: controller close, reporting, and control brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,014 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,014 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Financial Controller work, plus teams reviewing its decisions and outputs", "Teams working in Finance, Accounting" @@ -84421,7 +84421,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Financial Controller work by producing Controller close, reporting, and control brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 11 3031.01, then confirm that the reference is current and applicable. Inspect Financial Controller before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Financial Controller work by producing Controller close, reporting, and control brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 11 3031.01, then confirm that the reference is current and applicable. Inspect Financial Controller before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -84453,7 +84453,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 11 3031.01", + "label": "O*NET OnLine \u2014 Summary / 11 3031.01", "url": "https://www.onetonline.org/link/summary/11-3031.01", "used_for": "Role or occupation reference for Financial Controller scope and source checks." } @@ -84615,10 +84615,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Paid Search / PPC Specialist role.", - "summary": "Use this bundle to plan and review Paid Search / PPC Specialist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Paid search campaign and optimization brief. Start source review with O*NET OnLine — Summary / 13 1161.01.", + "summary": "Use this bundle to plan and review Paid Search / PPC Specialist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Paid search campaign and optimization brief. Start source review with O*NET OnLine \u2014 Summary / 13 1161.01.", "meta_description": "Free Paid Search / PPC Specialist Markdown bundle with workflows, source references, and paid search campaign and optimization brief for use with AI.", "social_summary": "Paid Search / PPC Specialist: paid search campaign and optimization brief, workflows, and review.", - "download_note": "10 Markdown files · 1,043 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,043 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Paid Search / PPC Specialist work, plus teams reviewing its decisions and outputs", "Teams working in Marketing, Advertising" @@ -84631,7 +84631,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Paid Search / PPC Specialist work by producing Paid search campaign and optimization brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 13 1161.01, then confirm that the reference is current and applicable. Inspect Paid Search / PPC Specialist before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Paid Search / PPC Specialist work by producing Paid search campaign and optimization brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 13 1161.01, then confirm that the reference is current and applicable. Inspect Paid Search / PPC Specialist before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -84663,7 +84663,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 1161.01", + "label": "O*NET OnLine \u2014 Summary / 13 1161.01", "url": "https://www.onetonline.org/link/summary/13-1161.01", "used_for": "Role or occupation reference for Paid Search / PPC Specialist scope and source checks." } @@ -84815,10 +84815,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Platform Engineer role.", - "summary": "Use this bundle to plan and review Platform Engineer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Platform capability and change brief. Start source review with O*NET OnLine — Summary / 15 1252.00.", + "summary": "Use this bundle to plan and review Platform Engineer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Platform capability and change brief. Start source review with O*NET OnLine \u2014 Summary / 15 1252.00.", "meta_description": "Free Platform Engineer Markdown bundle with workflows, source references, and platform capability and change brief for use with AI assistants.", "social_summary": "Platform Engineer: platform capability and change brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,006 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,006 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Platform Engineer work, plus teams reviewing its decisions and outputs", "Teams working in Software, Information technology" @@ -84831,7 +84831,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Platform Engineer work by producing Platform capability and change brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 15 1252.00, then confirm that the reference is current and applicable. Inspect Platform Engineer before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Platform Engineer work by producing Platform capability and change brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 15 1252.00, then confirm that the reference is current and applicable. Inspect Platform Engineer before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -84863,7 +84863,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 1252.00", + "label": "O*NET OnLine \u2014 Summary / 15 1252.00", "url": "https://www.onetonline.org/link/summary/15-1252.00", "used_for": "Role or occupation reference for Platform Engineer scope and source checks." } @@ -84909,7 +84909,7 @@ "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Product Marketing Manager role.", "meta_description": "Free Product Marketing Manager Markdown bundle with workflows, source references, and product marketing decision brief for use with AI assistants.", "social_summary": "Product Marketing Manager: product marketing decision brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,124 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,124 words \u00b7 no signup \u00b7 CC-BY-4.0", "featured_contents": [ { "type": "Role guide", @@ -84938,7 +84938,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 11 2021.00", + "label": "O*NET OnLine \u2014 Details / 11 2021.00", "url": "https://www.onetonline.org/link/details/11-2021.00", "used_for": "Role or occupation reference for Product Marketing Manager scope and source checks." } @@ -85215,10 +85215,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Revenue Accountant / Revenue Analyst role.", - "summary": "Use this bundle to plan and review Revenue Accountant / Revenue Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Revenue accounting analysis brief. Start source review with O*NET OnLine — Summary / 13 2011.00.", + "summary": "Use this bundle to plan and review Revenue Accountant / Revenue Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is Revenue accounting analysis brief. Start source review with O*NET OnLine \u2014 Summary / 13 2011.00.", "meta_description": "Free Revenue Accountant / Revenue Analyst Markdown bundle with workflows, source references, and revenue accounting analysis brief for use with AI.", "social_summary": "Revenue Accountant / Revenue Analyst: revenue accounting analysis brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,141 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,141 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Revenue Accountant / Revenue Analyst work, plus teams reviewing its decisions and outputs", "Teams working in Software, Professional services, Commerce" @@ -85231,7 +85231,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Revenue Accountant / Revenue Analyst work by producing Revenue accounting analysis brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 13 2011.00, then confirm that the reference is current and applicable. Inspect Revenue Accountant / Revenue Analyst before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Revenue Accountant / Revenue Analyst work by producing Revenue accounting analysis brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 13 2011.00, then confirm that the reference is current and applicable. Inspect Revenue Accountant / Revenue Analyst before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -85263,7 +85263,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 2011.00", + "label": "O*NET OnLine \u2014 Summary / 13 2011.00", "url": "https://www.onetonline.org/link/summary/13-2011.00", "used_for": "Role or occupation reference for Revenue Accountant / Revenue Analyst scope and source checks." } @@ -85426,10 +85426,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Accounts Payable / Accounts Receivable Specialist role.", - "summary": "Use this bundle to plan and review Accounts Payable / Accounts Receivable Specialist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is AP/AR operations brief. Start source review with O*NET OnLine — Summary / 43 3031.00.", + "summary": "Use this bundle to plan and review Accounts Payable / Accounts Receivable Specialist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is AP/AR operations brief. Start source review with O*NET OnLine \u2014 Summary / 43 3031.00.", "meta_description": "Free Accounts Payable / Accounts Receivable Specialist Markdown bundle with workflows, source references, and aP/AR operations brief for use with AI.", "social_summary": "Accounts Payable / Accounts Receivable Specialist: aP/AR operations brief, workflows, and review.", - "download_note": "10 Markdown files · 1,189 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,189 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Accounts Payable / Accounts Receivable Specialist work, plus teams reviewing its decisions and outputs", "Teams working in Financial operations, Commerce, Professional services" @@ -85442,7 +85442,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Accounts Payable / Accounts Receivable Specialist work by producing AP/AR operations brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 43 3031.00, then confirm that the reference is current and applicable. Inspect Accounts Payable / Accounts Receivable Specialist before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Accounts Payable / Accounts Receivable Specialist work by producing AP/AR operations brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 43 3031.00, then confirm that the reference is current and applicable. Inspect Accounts Payable / Accounts Receivable Specialist before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -85474,7 +85474,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 43 3031.00", + "label": "O*NET OnLine \u2014 Summary / 43 3031.00", "url": "https://www.onetonline.org/link/summary/43-3031.00", "used_for": "Role or occupation reference for Accounts Payable / Accounts Receivable Specialist scope and source checks." } @@ -85636,10 +85636,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Google Ads.", - "summary": "Use this bundle to plan or review work in Google Ads before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Google Ads decision and change brief. Start source review with Google Help — Google Ads.", + "summary": "Use this bundle to plan or review work in Google Ads before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Google Ads decision and change brief. Start source review with Google Help \u2014 Google Ads.", "meta_description": "Free Google Ads Markdown bundle with workflows, source references, and google Ads decision and change brief for use with AI assistants.", "social_summary": "Google Ads: google Ads decision and change brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,220 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,220 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Google Ads", "Teams working in Marketing, Advertising, Commerce" @@ -85652,7 +85652,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Google Ads and produce Google Ads decision and change brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Google Help — Google Ads, then confirm that the reference is current and applicable. Inspect Google Ads before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Google Ads and produce Google Ads decision and change brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Google Help \u2014 Google Ads, then confirm that the reference is current and applicable. Inspect Google Ads before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -85684,7 +85684,7 @@ ], "source_notes": [ { - "label": "Google Help — Google Ads", + "label": "Google Help \u2014 Google Ads", "url": "https://support.google.com/google-ads/", "used_for": "Product, platform, or operating reference for Google Ads scope and source checks." } @@ -85832,10 +85832,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Adobe Photoshop.", - "summary": "Use this bundle to plan or review work in Adobe Photoshop before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Photoshop production brief. Start source review with helpx.adobe.com — Photoshop / Desktop.", + "summary": "Use this bundle to plan or review work in Adobe Photoshop before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Photoshop production brief. Start source review with helpx.adobe.com \u2014 Photoshop / Desktop.", "meta_description": "Free Adobe Photoshop Markdown bundle with workflows, source references, and photoshop production brief for use with AI assistants.", "social_summary": "Adobe Photoshop: photoshop production brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,199 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,199 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Adobe Photoshop", "Teams working in Design, Media, Marketing" @@ -85848,7 +85848,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Adobe Photoshop and produce Photoshop production brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with helpx.adobe.com — Photoshop / Desktop, then confirm that the reference is current and applicable. Inspect Adobe Photoshop before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Adobe Photoshop and produce Photoshop production brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with helpx.adobe.com \u2014 Photoshop / Desktop, then confirm that the reference is current and applicable. Inspect Adobe Photoshop before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -85880,7 +85880,7 @@ ], "source_notes": [ { - "label": "helpx.adobe.com — Photoshop / Desktop", + "label": "helpx.adobe.com \u2014 Photoshop / Desktop", "url": "https://helpx.adobe.com/photoshop/desktop.html", "used_for": "Product, platform, or operating reference for Adobe Photoshop scope and source checks." } @@ -86033,7 +86033,7 @@ "summary": "Use this bundle to plan or review work in GitHub before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is GitHub repository change brief. Start source review with GitHub Docs.", "meta_description": "Free GitHub Markdown bundle with workflows, source references, and gitHub repository change brief for use with AI assistants.", "social_summary": "GitHub: gitHub repository change brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,182 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,182 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in GitHub", "Teams working in Software, Information technology" @@ -86254,7 +86254,7 @@ "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Kubernetes.", "meta_description": "Free Kubernetes Markdown bundle with workflows, source references, and kubernetes operations and change brief for use with AI assistants.", "social_summary": "Kubernetes: kubernetes operations and change brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,180 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,180 words \u00b7 no signup \u00b7 CC-BY-4.0", "featured_contents": [ { "type": "Tool guide", @@ -86283,7 +86283,7 @@ ], "source_notes": [ { - "label": "kubernetes.io — Docs", + "label": "kubernetes.io \u2014 Docs", "url": "https://kubernetes.io/docs/", "used_for": "Product, platform, or operating reference for Kubernetes scope and source checks." } @@ -86426,10 +86426,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Semrush.", - "summary": "Use this bundle to plan or review work in Semrush before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Semrush research and decision brief. Start source review with semrush.com — Kb.", + "summary": "Use this bundle to plan or review work in Semrush before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Semrush research and decision brief. Start source review with semrush.com \u2014 Kb.", "meta_description": "Free Semrush Markdown bundle with workflows, source references, and semrush research and decision brief for use with AI assistants.", "social_summary": "Semrush: semrush research and decision brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,178 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,178 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Semrush", "Teams working in Marketing, Search, Commerce" @@ -86442,7 +86442,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Semrush and produce Semrush research and decision brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with semrush.com — Kb, then confirm that the reference is current and applicable. Inspect Semrush before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Semrush and produce Semrush research and decision brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with semrush.com \u2014 Kb, then confirm that the reference is current and applicable. Inspect Semrush before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -86474,7 +86474,7 @@ ], "source_notes": [ { - "label": "semrush.com — Kb", + "label": "semrush.com \u2014 Kb", "url": "https://www.semrush.com/kb/", "used_for": "Product, platform, or operating reference for Semrush scope and source checks." } @@ -86620,10 +86620,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Adobe Premiere Pro.", - "summary": "Use this bundle to plan or review work in Adobe Premiere Pro before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Premiere Pro production brief. Start source review with helpx.adobe.com — Premiere Pro / User Guide.", + "summary": "Use this bundle to plan or review work in Adobe Premiere Pro before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Premiere Pro production brief. Start source review with helpx.adobe.com \u2014 Premiere Pro / User Guide.", "meta_description": "Free Adobe Premiere Pro Markdown bundle with workflows, source references, and premiere Pro production brief for use with AI assistants.", "social_summary": "Adobe Premiere Pro: premiere Pro production brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,230 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,230 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Adobe Premiere Pro", "Teams working in Media, Marketing, Entertainment" @@ -86636,7 +86636,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Adobe Premiere Pro and produce Premiere Pro production brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with helpx.adobe.com — Premiere Pro / User Guide, then confirm that the reference is current and applicable. Inspect Adobe Premiere Pro before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Adobe Premiere Pro and produce Premiere Pro production brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with helpx.adobe.com \u2014 Premiere Pro / User Guide, then confirm that the reference is current and applicable. Inspect Adobe Premiere Pro before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -86668,7 +86668,7 @@ ], "source_notes": [ { - "label": "helpx.adobe.com — Premiere Pro / User Guide", + "label": "helpx.adobe.com \u2014 Premiere Pro / User Guide", "url": "https://helpx.adobe.com/premiere-pro/user-guide.html", "used_for": "Product, platform, or operating reference for Adobe Premiere Pro scope and source checks." } @@ -86814,10 +86814,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Microsoft 365.", - "summary": "Use this bundle to plan or review work in Microsoft 365 before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Microsoft 365 work and governance brief. Start source review with Microsoft Learn — Microsoft 365.", + "summary": "Use this bundle to plan or review work in Microsoft 365 before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Microsoft 365 work and governance brief. Start source review with Microsoft Learn \u2014 Microsoft 365.", "meta_description": "Free Microsoft 365 Markdown bundle with workflows, source references, and microsoft 365 work and governance brief for use with AI assistants.", "social_summary": "Microsoft 365: microsoft 365 work and governance brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,207 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,207 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Microsoft 365", "Teams working in Business services, Education, Public sector" @@ -86830,7 +86830,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Microsoft 365 and produce Microsoft 365 work and governance brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Microsoft Learn — Microsoft 365, then confirm that the reference is current and applicable. Inspect Microsoft 365 before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Microsoft 365 and produce Microsoft 365 work and governance brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Microsoft Learn \u2014 Microsoft 365, then confirm that the reference is current and applicable. Inspect Microsoft 365 before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -86862,7 +86862,7 @@ ], "source_notes": [ { - "label": "Microsoft Learn — Microsoft 365", + "label": "Microsoft Learn \u2014 Microsoft 365", "url": "https://learn.microsoft.com/microsoft-365/", "used_for": "Product, platform, or operating reference for Microsoft 365 scope and source checks." } @@ -87012,10 +87012,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Postman.", - "summary": "Use this bundle to plan or review work in Postman before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Postman API workflow brief. Start source review with learning.postman.com — Docs.", + "summary": "Use this bundle to plan or review work in Postman before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Postman API workflow brief. Start source review with learning.postman.com \u2014 Docs.", "meta_description": "Free Postman Markdown bundle with workflows, source references, and postman API workflow brief for use with AI assistants.", "social_summary": "Postman: postman API workflow brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,180 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,180 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Postman", "Teams working in Software, Information technology" @@ -87028,7 +87028,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Postman and produce Postman API workflow brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with learning.postman.com — Docs, then confirm that the reference is current and applicable. Inspect Postman before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Postman and produce Postman API workflow brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with learning.postman.com \u2014 Docs, then confirm that the reference is current and applicable. Inspect Postman before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -87060,7 +87060,7 @@ ], "source_notes": [ { - "label": "learning.postman.com — Docs", + "label": "learning.postman.com \u2014 Docs", "url": "https://learning.postman.com/docs/", "used_for": "Product, platform, or operating reference for Postman scope and source checks." } @@ -87208,10 +87208,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Adobe After Effects.", - "summary": "Use this bundle to plan or review work in Adobe After Effects before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is After Effects production brief. Start source review with helpx.adobe.com — After Effects / User Guide.", + "summary": "Use this bundle to plan or review work in Adobe After Effects before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is After Effects production brief. Start source review with helpx.adobe.com \u2014 After Effects / User Guide.", "meta_description": "Free Adobe After Effects Markdown bundle with workflows, source references, and after Effects production brief for use with AI assistants.", "social_summary": "Adobe After Effects: after Effects production brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,230 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,230 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Adobe After Effects", "Teams working in Media, Design, Entertainment" @@ -87224,7 +87224,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Adobe After Effects and produce After Effects production brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with helpx.adobe.com — After Effects / User Guide, then confirm that the reference is current and applicable. Inspect Adobe After Effects before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Adobe After Effects and produce After Effects production brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with helpx.adobe.com \u2014 After Effects / User Guide, then confirm that the reference is current and applicable. Inspect Adobe After Effects before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -87256,7 +87256,7 @@ ], "source_notes": [ { - "label": "helpx.adobe.com — After Effects / User Guide", + "label": "helpx.adobe.com \u2014 After Effects / User Guide", "url": "https://helpx.adobe.com/after-effects/user-guide.html", "used_for": "Product, platform, or operating reference for Adobe After Effects scope and source checks." } @@ -87403,10 +87403,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Google Docs / Google Workspace.", - "summary": "Use this bundle to plan or review work in Google Docs / Google Workspace before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Google Workspace document brief. Start source review with Google Help — Docs.", + "summary": "Use this bundle to plan or review work in Google Docs / Google Workspace before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Google Workspace document brief. Start source review with Google Help \u2014 Docs.", "meta_description": "Free Google Docs / Google Workspace Markdown bundle with workflows, source references, and google Workspace document brief for use with AI assistants.", "social_summary": "Google Docs / Google Workspace: google Workspace document brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,215 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,215 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Google Docs / Google Workspace", "Teams working in Business services, Education, Nonprofit" @@ -87419,7 +87419,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Google Docs / Google Workspace and produce Google Workspace document brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Google Help — Docs, then confirm that the reference is current and applicable. Inspect Google Docs / Google Workspace before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Google Docs / Google Workspace and produce Google Workspace document brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Google Help \u2014 Docs, then confirm that the reference is current and applicable. Inspect Google Docs / Google Workspace before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -87451,7 +87451,7 @@ ], "source_notes": [ { - "label": "Google Help — Docs", + "label": "Google Help \u2014 Docs", "url": "https://support.google.com/docs/", "used_for": "Product, platform, or operating reference for Google Docs / Google Workspace scope and source checks." } @@ -87605,7 +87605,7 @@ "summary": "Use this bundle to plan or review work in Snowflake before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Snowflake analysis and change brief. Start source review with docs.snowflake.com.", "meta_description": "Free Snowflake Markdown bundle with workflows, source references, and snowflake analysis and change brief for use with AI assistants.", "social_summary": "Snowflake: snowflake analysis and change brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,211 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,211 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Snowflake", "Teams working in Data and analytics, Software, Financial services" @@ -87803,7 +87803,7 @@ "summary": "Use this bundle to plan or review work in dbt (Data Build Tool) before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is dbt transformation and review brief. Start source review with docs.getdbt.com.", "meta_description": "Free dbt (Data Build Tool) Markdown bundle with workflows, source references, and dbt transformation and review brief for use with AI assistants.", "social_summary": "dbt (Data Build Tool): dbt transformation and review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,258 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,258 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in dbt (Data Build Tool)", "Teams working in Data and analytics, Software" @@ -87999,10 +87999,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with LinkedIn Sales Navigator.", - "summary": "Use this bundle to plan or review work in LinkedIn Sales Navigator before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Sales Navigator research brief. Start source review with linkedin.com — Help / Sales Navigator.", + "summary": "Use this bundle to plan or review work in LinkedIn Sales Navigator before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Sales Navigator research brief. Start source review with linkedin.com \u2014 Help / Sales Navigator.", "meta_description": "Free LinkedIn Sales Navigator Markdown bundle with workflows, source references, and sales Navigator research brief for use with AI assistants.", "social_summary": "LinkedIn Sales Navigator: sales Navigator research brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,241 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,241 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in LinkedIn Sales Navigator", "Teams working in Sales, Business services, Technology" @@ -88015,7 +88015,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review LinkedIn Sales Navigator and produce Sales Navigator research brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with linkedin.com — Help / Sales Navigator, then confirm that the reference is current and applicable. Inspect LinkedIn Sales Navigator before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review LinkedIn Sales Navigator and produce Sales Navigator research brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with linkedin.com \u2014 Help / Sales Navigator, then confirm that the reference is current and applicable. Inspect LinkedIn Sales Navigator before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -88047,7 +88047,7 @@ ], "source_notes": [ { - "label": "linkedin.com — Help / Sales Navigator", + "label": "linkedin.com \u2014 Help / Sales Navigator", "url": "https://www.linkedin.com/help/sales-navigator", "used_for": "Product, platform, or operating reference for LinkedIn Sales Navigator scope and source checks." } @@ -88195,10 +88195,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Adobe Acrobat / Adobe Document Cloud.", - "summary": "Use this bundle to plan or review work in Adobe Acrobat / Adobe Document Cloud before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Acrobat document workflow brief. Start source review with helpx.adobe.com — Acrobat / User Guide.", + "summary": "Use this bundle to plan or review work in Adobe Acrobat / Adobe Document Cloud before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Acrobat document workflow brief. Start source review with helpx.adobe.com \u2014 Acrobat / User Guide.", "meta_description": "Free Adobe Acrobat / Adobe Document Cloud Markdown bundle with workflows, source references, and acrobat document workflow brief for use with AI assistants.", "social_summary": "Adobe Acrobat / Adobe Document Cloud: acrobat document workflow brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,239 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,239 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Adobe Acrobat / Adobe Document Cloud", "Teams working in Business services, Legal services, Public sector" @@ -88211,7 +88211,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Adobe Acrobat / Adobe Document Cloud and produce Acrobat document workflow brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with helpx.adobe.com — Acrobat / User Guide, then confirm that the reference is current and applicable. Inspect Adobe Acrobat / Adobe Document Cloud before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Adobe Acrobat / Adobe Document Cloud and produce Acrobat document workflow brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with helpx.adobe.com \u2014 Acrobat / User Guide, then confirm that the reference is current and applicable. Inspect Adobe Acrobat / Adobe Document Cloud before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -88243,7 +88243,7 @@ ], "source_notes": [ { - "label": "helpx.adobe.com — Acrobat / User Guide", + "label": "helpx.adobe.com \u2014 Acrobat / User Guide", "url": "https://helpx.adobe.com/acrobat/user-guide.html", "used_for": "Product, platform, or operating reference for Adobe Acrobat / Adobe Document Cloud scope and source checks." } @@ -88393,10 +88393,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Jenkins.", - "summary": "Use this bundle to plan or review work in Jenkins before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Jenkins pipeline and change brief. Start source review with jenkins.io — Doc.", + "summary": "Use this bundle to plan or review work in Jenkins before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Jenkins pipeline and change brief. Start source review with jenkins.io \u2014 Doc.", "meta_description": "Free Jenkins Markdown bundle with workflows, source references, and jenkins pipeline and change brief for use with AI assistants.", "social_summary": "Jenkins: jenkins pipeline and change brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,191 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,191 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Jenkins", "Teams working in Software, Information technology" @@ -88409,7 +88409,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Jenkins and produce Jenkins pipeline and change brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with jenkins.io — Doc, then confirm that the reference is current and applicable. Inspect Jenkins before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Jenkins and produce Jenkins pipeline and change brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with jenkins.io \u2014 Doc, then confirm that the reference is current and applicable. Inspect Jenkins before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -88441,7 +88441,7 @@ ], "source_notes": [ { - "label": "jenkins.io — Doc", + "label": "jenkins.io \u2014 Doc", "url": "https://www.jenkins.io/doc/", "used_for": "Product, platform, or operating reference for Jenkins scope and source checks." } @@ -88616,7 +88616,7 @@ "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Slack.", "meta_description": "Free Slack Markdown bundle with workflows, source references, and slack communication and governance brief for use with AI assistants.", "social_summary": "Slack: slack communication and governance brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,194 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,194 words \u00b7 no signup \u00b7 CC-BY-4.0", "featured_contents": [ { "type": "Tool guide", @@ -88788,10 +88788,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Terraform.", - "summary": "Use this bundle to plan or review work in Terraform before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Terraform plan and change brief. Start source review with developer.hashicorp.com — Terraform / Docs.", + "summary": "Use this bundle to plan or review work in Terraform before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Terraform plan and change brief. Start source review with developer.hashicorp.com \u2014 Terraform / Docs.", "meta_description": "Free Terraform Markdown bundle with workflows, source references, and terraform plan and change brief for use with AI assistants.", "social_summary": "Terraform: terraform plan and change brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,207 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,207 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Terraform", "Teams working in Cloud infrastructure, Software" @@ -88804,7 +88804,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Terraform and produce Terraform plan and change brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with developer.hashicorp.com — Terraform / Docs, then confirm that the reference is current and applicable. Inspect Terraform before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Terraform and produce Terraform plan and change brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with developer.hashicorp.com \u2014 Terraform / Docs, then confirm that the reference is current and applicable. Inspect Terraform before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -88836,7 +88836,7 @@ ], "source_notes": [ { - "label": "developer.hashicorp.com — Terraform / Docs", + "label": "developer.hashicorp.com \u2014 Terraform / Docs", "url": "https://developer.hashicorp.com/terraform/docs", "used_for": "Product, platform, or operating reference for Terraform scope and source checks." } @@ -88985,7 +88985,7 @@ "summary": "Use this bundle to plan or review work in Zapier before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Zapier automation brief. Start source review with help.zapier.com.", "meta_description": "Free Zapier Markdown bundle with workflows, source references, and zapier automation brief for use with AI assistants.", "social_summary": "Zapier: zapier automation brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,220 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,220 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Zapier", "Teams working in Business operations, Marketing, Sales" @@ -89182,7 +89182,7 @@ "summary": "Use this bundle to plan or review work in ZoomInfo before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is ZoomInfo research and data-use brief. Start source review with university.zoominfo.com.", "meta_description": "Free ZoomInfo Markdown bundle with workflows, source references, and zoomInfo research and data-use brief for use with AI assistants.", "social_summary": "ZoomInfo: zoomInfo research and data-use brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,218 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,218 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in ZoomInfo", "Teams working in Sales, Marketing, Business services" @@ -89273,7 +89273,7 @@ "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Google Search Console.", "meta_description": "Free Google Search Console Markdown bundle with workflows, source references, and search Console diagnosis brief for use with AI assistants.", "social_summary": "Google Search Console: search Console diagnosis brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,267 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,267 words \u00b7 no signup \u00b7 CC-BY-4.0", "featured_contents": [ { "type": "Tool guide", @@ -89302,7 +89302,7 @@ ], "source_notes": [ { - "label": "Google Help — Webmasters", + "label": "Google Help \u2014 Webmasters", "url": "https://support.google.com/webmasters/", "used_for": "Product, platform, or operating reference for Google Search Console scope and source checks." } @@ -89572,7 +89572,7 @@ "summary": "Use this bundle to plan or review work in Miro (Miro) before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Miro board and workshop brief. Start source review with help.miro.com.", "meta_description": "Free Miro Markdown bundle with workflows, source references, and miro board and workshop brief for use with AI assistants.", "social_summary": "Miro: miro board and workshop brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,219 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,219 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Miro (Miro)", "Teams working in Design, Product management, Business services" @@ -89764,10 +89764,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with SAP SuccessFactors.", - "summary": "Use this bundle to plan or review work in SAP SuccessFactors before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is SuccessFactors analysis and change brief. Start source review with help.sap.com — Docs / SAP SUCCESSFACTORS PLATFORM.", + "summary": "Use this bundle to plan or review work in SAP SuccessFactors before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is SuccessFactors analysis and change brief. Start source review with help.sap.com \u2014 Docs / SAP SUCCESSFACTORS PLATFORM.", "meta_description": "Free SAP SuccessFactors Markdown bundle with workflows, source references, and successFactors analysis and change brief for use with AI assistants.", "social_summary": "SAP SuccessFactors: successFactors analysis and change brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,252 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,252 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in SAP SuccessFactors", "Teams working in Human resources, Enterprise software" @@ -89780,7 +89780,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review SAP SuccessFactors and produce SuccessFactors analysis and change brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with help.sap.com — Docs / SAP SUCCESSFACTORS PLATFORM, then confirm that the reference is current and applicable. Inspect SAP SuccessFactors before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review SAP SuccessFactors and produce SuccessFactors analysis and change brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with help.sap.com \u2014 Docs / SAP SUCCESSFACTORS PLATFORM, then confirm that the reference is current and applicable. Inspect SAP SuccessFactors before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -89812,7 +89812,7 @@ ], "source_notes": [ { - "label": "help.sap.com — Docs / SAP SUCCESSFACTORS PLATFORM", + "label": "help.sap.com \u2014 Docs / SAP SUCCESSFACTORS PLATFORM", "url": "https://help.sap.com/docs/SAP_SUCCESSFACTORS_PLATFORM", "used_for": "Product, platform, or operating reference for SAP SuccessFactors scope and source checks." } @@ -89961,10 +89961,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Visual Studio Code.", - "summary": "Use this bundle to plan or review work in Visual Studio Code before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is VS Code workspace and configuration brief. Start source review with code.visualstudio.com — Configure / Settings.", + "summary": "Use this bundle to plan or review work in Visual Studio Code before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is VS Code workspace and configuration brief. Start source review with code.visualstudio.com \u2014 Configure / Settings.", "meta_description": "Free Visual Studio Code Markdown bundle with workflows, source references, and vS Code workspace and configuration brief for use with AI assistants.", "social_summary": "Visual Studio Code: vS Code workspace and configuration brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,481 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,481 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Visual Studio Code", "Teams working in Software, Information technology, Education" @@ -89977,7 +89977,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Visual Studio Code and produce VS Code workspace and configuration brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with code.visualstudio.com — Configure / Settings, then confirm that the reference is current and applicable. Inspect Visual Studio Code before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Visual Studio Code and produce VS Code workspace and configuration brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with code.visualstudio.com \u2014 Configure / Settings, then confirm that the reference is current and applicable. Inspect Visual Studio Code before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -90009,12 +90009,12 @@ ], "source_notes": [ { - "label": "code.visualstudio.com — Configure / Settings", + "label": "code.visualstudio.com \u2014 Configure / Settings", "url": "https://code.visualstudio.com/docs/configure/settings", "used_for": "Product, platform, or operating reference for Visual Studio Code scope and source checks." }, { - "label": "code.visualstudio.com — Workspaces / Workspace Trust", + "label": "code.visualstudio.com \u2014 Workspaces / Workspace Trust", "url": "https://code.visualstudio.com/docs/editing/workspaces/workspace-trust", "used_for": "Product, platform, or operating reference for Visual Studio Code scope and source checks." } @@ -90163,10 +90163,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Databricks.", - "summary": "Use this bundle to plan or review work in Databricks before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Databricks workspace and governance brief. Start source review with databricks.com — Product / Data Lakehouse.", + "summary": "Use this bundle to plan or review work in Databricks before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Databricks workspace and governance brief. Start source review with databricks.com \u2014 Product / Data Lakehouse.", "meta_description": "Free Databricks Markdown bundle with workflows, source references, and databricks workspace and governance brief for use with AI assistants.", "social_summary": "Databricks: databricks workspace and governance brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,450 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,450 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Databricks", "Teams working in Data and analytics, Software, Financial services" @@ -90179,7 +90179,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Databricks and produce Databricks workspace and governance brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with databricks.com — Product / Data Lakehouse, then confirm that the reference is current and applicable. Inspect Databricks before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Databricks and produce Databricks workspace and governance brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with databricks.com \u2014 Product / Data Lakehouse, then confirm that the reference is current and applicable. Inspect Databricks before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -90211,12 +90211,12 @@ ], "source_notes": [ { - "label": "databricks.com — Product / Data Lakehouse", + "label": "databricks.com \u2014 Product / Data Lakehouse", "url": "https://www.databricks.com/product/data-lakehouse", "used_for": "Product, platform, or operating reference for Databricks scope and source checks." }, { - "label": "docs.databricks.com — Data Governance / Unity Catalog", + "label": "docs.databricks.com \u2014 Data Governance / Unity Catalog", "url": "https://docs.databricks.com/aws/en/data-governance/unity-catalog/", "used_for": "Product, platform, or operating reference for Databricks scope and source checks." } @@ -90365,10 +90365,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Intercom.", - "summary": "Use this bundle to plan or review work in Intercom before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Intercom support and reporting brief. Start source review with intercom.com — Articles / 200 Intercom Reports Explained.", + "summary": "Use this bundle to plan or review work in Intercom before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Intercom support and reporting brief. Start source review with intercom.com \u2014 Articles / 200 Intercom Reports Explained.", "meta_description": "Free Intercom Markdown bundle with workflows, source references, and intercom support and reporting brief for use with AI assistants.", "social_summary": "Intercom: intercom support and reporting brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,411 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,411 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Intercom", "Teams working in Customer service, Software, E-commerce" @@ -90381,7 +90381,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Intercom and produce Intercom support and reporting brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with intercom.com — Articles / 200 Intercom Reports Explained, then confirm that the reference is current and applicable. Inspect Intercom before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Intercom and produce Intercom support and reporting brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with intercom.com \u2014 Articles / 200 Intercom Reports Explained, then confirm that the reference is current and applicable. Inspect Intercom before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -90413,12 +90413,12 @@ ], "source_notes": [ { - "label": "intercom.com — Articles / 200 Intercom Reports Explained", + "label": "intercom.com \u2014 Articles / 200 Intercom Reports Explained", "url": "https://www.intercom.com/help/en/articles/200-intercom-reports-explained", "used_for": "Product, platform, or operating reference for Intercom scope and source checks." }, { - "label": "intercom.com — Articles / 9867813 Report Sharing And Access Controls", + "label": "intercom.com \u2014 Articles / 9867813 Report Sharing And Access Controls", "url": "https://www.intercom.com/help/en/articles/9867813-report-sharing-and-access-controls", "used_for": "Product, platform, or operating reference for Intercom scope and source checks." } @@ -90570,7 +90570,7 @@ "summary": "Use this bundle to plan or review work in Google Workspace before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Google Workspace administration and sharing brief. Start source review with workspace.google.com.", "meta_description": "Free Google Workspace Markdown bundle with workflows, source references, and google Workspace administration and sharing brief for use with AI assistants.", "social_summary": "Google Workspace: google Workspace administration and sharing brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,470 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,470 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Google Workspace", "Teams working in Business services, Education, Information technology" @@ -90620,7 +90620,7 @@ "used_for": "Product, platform, or operating reference for Google Workspace scope and source checks." }, { - "label": "Google Help — A", + "label": "Google Help \u2014 A", "url": "https://support.google.com/a/", "used_for": "Product, platform, or operating reference for Google Workspace scope and source checks." } @@ -90769,10 +90769,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Mailchimp.", - "summary": "Use this bundle to plan or review work in Mailchimp before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Mailchimp campaign and audience brief. Start source review with mailchimp.com — Help.", + "summary": "Use this bundle to plan or review work in Mailchimp before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Mailchimp campaign and audience brief. Start source review with mailchimp.com \u2014 Help.", "meta_description": "Free Mailchimp Markdown bundle with workflows, source references, and mailchimp campaign and audience brief for use with AI assistants.", "social_summary": "Mailchimp: mailchimp campaign and audience brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,397 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,397 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Mailchimp", "Teams working in Marketing, E-commerce, Business services" @@ -90785,7 +90785,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Mailchimp and produce Mailchimp campaign and audience brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with mailchimp.com — Help, then confirm that the reference is current and applicable. Inspect Mailchimp before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Mailchimp and produce Mailchimp campaign and audience brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with mailchimp.com \u2014 Help, then confirm that the reference is current and applicable. Inspect Mailchimp before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -90817,12 +90817,12 @@ ], "source_notes": [ { - "label": "mailchimp.com — Help", + "label": "mailchimp.com \u2014 Help", "url": "https://mailchimp.com/help/", "used_for": "Product, platform, or operating reference for Mailchimp scope and source checks." }, { - "label": "mailchimp.com — Developer", + "label": "mailchimp.com \u2014 Developer", "url": "https://mailchimp.com/developer/", "used_for": "Product, platform, or operating reference for Mailchimp scope and source checks." } @@ -90971,10 +90971,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with MLflow.", - "summary": "Use this bundle to plan or review work in MLflow before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is MLflow experiment and model-governance brief. Start source review with mlflow.org — Latest / Tracking.", + "summary": "Use this bundle to plan or review work in MLflow before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is MLflow experiment and model-governance brief. Start source review with mlflow.org \u2014 Latest / Tracking.", "meta_description": "Free MLflow Markdown bundle with workflows, source references, and mLflow experiment and model-governance brief for use with AI assistants.", "social_summary": "MLflow: mLflow experiment and model-governance brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,440 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,440 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in MLflow", "Teams working in Artificial intelligence, Software, Data and analytics" @@ -90987,7 +90987,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review MLflow and produce MLflow experiment and model-governance brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with mlflow.org — Latest / Tracking, then confirm that the reference is current and applicable. Inspect MLflow before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review MLflow and produce MLflow experiment and model-governance brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with mlflow.org \u2014 Latest / Tracking, then confirm that the reference is current and applicable. Inspect MLflow before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -91019,12 +91019,12 @@ ], "source_notes": [ { - "label": "mlflow.org — Latest / Tracking", + "label": "mlflow.org \u2014 Latest / Tracking", "url": "https://mlflow.org/docs/latest/tracking", "used_for": "Product, platform, or operating reference for MLflow scope and source checks." }, { - "label": "mlflow.org — Docs / Latest", + "label": "mlflow.org \u2014 Docs / Latest", "url": "https://www.mlflow.org/docs/latest/", "used_for": "Product, platform, or operating reference for MLflow scope and source checks." } @@ -91173,10 +91173,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with WordPress.", - "summary": "Use this bundle to plan or review work in WordPress before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is WordPress site and change brief. Start source review with wordpress.org — Article / Roles And Capabilities.", + "summary": "Use this bundle to plan or review work in WordPress before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is WordPress site and change brief. Start source review with wordpress.org \u2014 Article / Roles And Capabilities.", "meta_description": "Free WordPress Markdown bundle with workflows, source references, and wordPress site and change brief for use with AI assistants.", "social_summary": "WordPress: wordPress site and change brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,436 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,436 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in WordPress", "Teams working in Publishing, Marketing, Business services" @@ -91189,7 +91189,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review WordPress and produce WordPress site and change brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with wordpress.org — Article / Roles And Capabilities, then confirm that the reference is current and applicable. Inspect WordPress before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review WordPress and produce WordPress site and change brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with wordpress.org \u2014 Article / Roles And Capabilities, then confirm that the reference is current and applicable. Inspect WordPress before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -91221,12 +91221,12 @@ ], "source_notes": [ { - "label": "wordpress.org — Article / Roles And Capabilities", + "label": "wordpress.org \u2014 Article / Roles And Capabilities", "url": "https://wordpress.org/documentation/article/roles-and-capabilities/", "used_for": "Product, platform, or operating reference for WordPress scope and source checks." }, { - "label": "wordpress.org — Article / Plugins Themes Auto Updates", + "label": "wordpress.org \u2014 Article / Plugins Themes Auto Updates", "url": "https://wordpress.org/documentation/article/plugins-themes-auto-updates/", "used_for": "Product, platform, or operating reference for WordPress scope and source checks." } @@ -91375,10 +91375,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Xero (Xero).", - "summary": "Use this bundle to plan or review work in Xero (Xero) before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Xero accounting and reconciliation brief. Start source review with developer.xero.com — API / Accounting.", + "summary": "Use this bundle to plan or review work in Xero (Xero) before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Xero accounting and reconciliation brief. Start source review with developer.xero.com \u2014 API / Accounting.", "meta_description": "Free Xero Markdown bundle with workflows, source references, and xero accounting and reconciliation brief for use with AI assistants.", "social_summary": "Xero: xero accounting and reconciliation brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,473 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,473 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Xero (Xero)", "Teams working in Accounting, Small business, Financial services" @@ -91391,7 +91391,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Xero (Xero) and produce Xero accounting and reconciliation brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with developer.xero.com — API / Accounting, then confirm that the reference is current and applicable. Inspect Xero before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Xero (Xero) and produce Xero accounting and reconciliation brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with developer.xero.com \u2014 API / Accounting, then confirm that the reference is current and applicable. Inspect Xero before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -91423,12 +91423,12 @@ ], "source_notes": [ { - "label": "developer.xero.com — API / Accounting", + "label": "developer.xero.com \u2014 API / Accounting", "url": "https://developer.xero.com/documentation/api/accounting/overview", "used_for": "Product, platform, or operating reference for Xero scope and source checks." }, { - "label": "developer.xero.com — Oauth2 / Scopes", + "label": "developer.xero.com \u2014 Oauth2 / Scopes", "url": "https://developer.xero.com/documentation/guides/oauth2/scopes/", "used_for": "Product, platform, or operating reference for Xero scope and source checks." } @@ -91585,10 +91585,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply IFRS Accounting Standards to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply IFRS Accounting Standards to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is IFRS accounting research brief. Start source review with ifrs.org — Issued Standards.", + "summary": "Use this bundle to apply IFRS Accounting Standards to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is IFRS accounting research brief. Start source review with ifrs.org \u2014 Issued Standards.", "meta_description": "Free IFRS Accounting Standards Markdown bundle with workflows, source references, and iFRS accounting research brief for use with AI assistants.", "social_summary": "IFRS Accounting Standards: iFRS accounting research brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,423 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,423 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using IFRS Accounting Standards to structure analysis, decisions, facilitation, or review", "Teams working in Accounting, Financial services, Public companies" @@ -91601,7 +91601,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply IFRS Accounting Standards and produce IFRS accounting research brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with ifrs.org — Issued Standards, then confirm that the reference is current and applicable. Inspect IFRS Accounting Standards Source-Aware Application Framework before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply IFRS Accounting Standards and produce IFRS accounting research brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with ifrs.org \u2014 Issued Standards, then confirm that the reference is current and applicable. Inspect IFRS Accounting Standards Source-Aware Application Framework before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -91633,12 +91633,12 @@ ], "source_notes": [ { - "label": "ifrs.org — Issued Standards", + "label": "ifrs.org \u2014 Issued Standards", "url": "https://www.ifrs.org/issued-standards/", "used_for": "Method, standard, or practice reference for IFRS Accounting Standards scope and source checks." }, { - "label": "ifrs.org — List Of Standards / Preface To Ifrs Standards", + "label": "ifrs.org \u2014 List Of Standards / Preface To Ifrs Standards", "url": "https://www.ifrs.org/issued-standards/list-of-standards/preface-to-ifrs-standards/", "used_for": "Method, standard, or practice reference for IFRS Accounting Standards scope and source checks." } @@ -91796,10 +91796,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply A/B Testing Statistical Methodology to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply A/B Testing Statistical Methodology to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is A/B test design and analysis brief. Start source review with itl.nist.gov — Section1 / Pri11.", + "summary": "Use this bundle to apply A/B Testing Statistical Methodology to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is A/B test design and analysis brief. Start source review with itl.nist.gov \u2014 Section1 / Pri11.", "meta_description": "Free A/B Testing Statistical Methodology Markdown bundle with workflows, source references, and a/B test design and analysis brief for use with AI.", "social_summary": "A/B Testing Statistical Methodology: a/B test design and analysis brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,488 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,488 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using A/B Testing Statistical Methodology to structure analysis, decisions, facilitation, or review", "Teams working in Product management, Data and analytics, Marketing" @@ -91812,7 +91812,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply A/B Testing Statistical Methodology and produce A/B test design and analysis brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with itl.nist.gov — Section1 / Pri11, then confirm that the reference is current and applicable. Inspect A/B Testing Statistical Methodology Source-Aware Application Framework before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply A/B Testing Statistical Methodology and produce A/B test design and analysis brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with itl.nist.gov \u2014 Section1 / Pri11, then confirm that the reference is current and applicable. Inspect A/B Testing Statistical Methodology Source-Aware Application Framework before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -91844,12 +91844,12 @@ ], "source_notes": [ { - "label": "itl.nist.gov — Section1 / Pri11", + "label": "itl.nist.gov \u2014 Section1 / Pri11", "url": "https://itl.nist.gov/div898/handbook/pri/section1/pri11.htm", "used_for": "Method, standard, or practice reference for A/B Testing Statistical Methodology scope and source checks." }, { - "label": "itl.nist.gov — Section3 / Pri331", + "label": "itl.nist.gov \u2014 Section3 / Pri331", "url": "https://www.itl.nist.gov/div898/handbook/pri/section3/pri331.htm", "used_for": "Method, standard, or practice reference for A/B Testing Statistical Methodology scope and source checks." } @@ -91996,10 +91996,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply MEDDIC and MEDDPICC to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply MEDDIC and MEDDPICC to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is MEDDIC or MEDDPICC opportunity brief. Start source review with meddicc.com — Meddpicc Sales Methodology And Process.", + "summary": "Use this bundle to apply MEDDIC and MEDDPICC to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is MEDDIC or MEDDPICC opportunity brief. Start source review with meddicc.com \u2014 Meddpicc Sales Methodology And Process.", "meta_description": "Free MEDDIC and MEDDPICC Markdown bundle with workflows, source references, and mEDDIC or MEDDPICC opportunity brief for use with AI assistants.", "social_summary": "MEDDIC and MEDDPICC: mEDDIC or MEDDPICC opportunity brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,443 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,443 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using MEDDIC and MEDDPICC to structure analysis, decisions, facilitation, or review", "Teams working in Sales, Software, Business services" @@ -92012,7 +92012,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply MEDDIC and MEDDPICC and produce MEDDIC or MEDDPICC opportunity brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with meddicc.com — Meddpicc Sales Methodology And Process, then confirm that the reference is current and applicable. Inspect MEDDIC and MEDDPICC Source-Aware Application Framework before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply MEDDIC and MEDDPICC and produce MEDDIC or MEDDPICC opportunity brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with meddicc.com \u2014 Meddpicc Sales Methodology And Process, then confirm that the reference is current and applicable. Inspect MEDDIC and MEDDPICC Source-Aware Application Framework before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -92044,12 +92044,12 @@ ], "source_notes": [ { - "label": "meddicc.com — Meddpicc Sales Methodology And Process", + "label": "meddicc.com \u2014 Meddpicc Sales Methodology And Process", "url": "https://meddicc.com/meddpicc-sales-methodology-and-process", "used_for": "Method, standard, or practice reference for MEDDIC and MEDDPICC scope and source checks." }, { - "label": "meddicc.com — Resources / Who Created Meddic", + "label": "meddicc.com \u2014 Resources / Who Created Meddic", "url": "https://meddicc.com/resources/who-created-meddic", "used_for": "Method, standard, or practice reference for MEDDIC and MEDDPICC scope and source checks." } @@ -92195,10 +92195,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Six Sigma DMAIC to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Six Sigma DMAIC to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is DMAIC project and evidence brief. Start source review with asq.org — Quality Resources / Dmaic.", + "summary": "Use this bundle to apply Six Sigma DMAIC to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is DMAIC project and evidence brief. Start source review with asq.org \u2014 Quality Resources / Dmaic.", "meta_description": "Free Six Sigma DMAIC Markdown bundle with workflows, source references, and dMAIC project and evidence brief for use with AI assistants.", "social_summary": "Six Sigma DMAIC: dMAIC project and evidence brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,417 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,417 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Six Sigma DMAIC to structure analysis, decisions, facilitation, or review", "Teams working in Manufacturing, Healthcare, Operations" @@ -92211,7 +92211,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Six Sigma DMAIC and produce DMAIC project and evidence brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with asq.org — Quality Resources / Dmaic, then confirm that the reference is current and applicable. Inspect Six Sigma DMAIC Source-Aware Application Framework before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Six Sigma DMAIC and produce DMAIC project and evidence brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with asq.org \u2014 Quality Resources / Dmaic, then confirm that the reference is current and applicable. Inspect Six Sigma DMAIC Source-Aware Application Framework before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -92243,7 +92243,7 @@ ], "source_notes": [ { - "label": "asq.org — Quality Resources / Dmaic", + "label": "asq.org \u2014 Quality Resources / Dmaic", "url": "https://asq.org/quality-resources/dmaic", "used_for": "Method, standard, or practice reference for Six Sigma DMAIC scope and source checks." } @@ -92389,10 +92389,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Bloom's Taxonomy to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Bloom's Taxonomy to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Bloom-aligned learning design brief. Start source review with depauw.edu — Resources / Krathwohl.", + "summary": "Use this bundle to apply Bloom's Taxonomy to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Bloom-aligned learning design brief. Start source review with depauw.edu \u2014 Resources / Krathwohl.", "meta_description": "Free Bloom's Taxonomy Markdown bundle with workflows, source references, and bloom-aligned learning design brief for use with AI assistants.", "social_summary": "Bloom's Taxonomy: bloom-aligned learning design brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,377 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,377 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Bloom's Taxonomy to structure analysis, decisions, facilitation, or review", "Teams working in Education, Training, Human resources" @@ -92405,7 +92405,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Bloom's Taxonomy and produce Bloom-aligned learning design brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with depauw.edu — Resources / Krathwohl, then confirm that the reference is current and applicable. Inspect Bloom's Taxonomy Source-Aware Application Framework before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Bloom's Taxonomy and produce Bloom-aligned learning design brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with depauw.edu \u2014 Resources / Krathwohl, then confirm that the reference is current and applicable. Inspect Bloom's Taxonomy Source-Aware Application Framework before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -92437,7 +92437,7 @@ ], "source_notes": [ { - "label": "depauw.edu — Resources / Krathwohl", + "label": "depauw.edu \u2014 Resources / Krathwohl", "url": "https://www.depauw.edu/files/resources/krathwohl.pdf", "used_for": "Method, standard, or practice reference for Bloom's Taxonomy scope and source checks." } @@ -92584,10 +92584,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Lean Manufacturing to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Lean Manufacturing to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is lean current-state and improvement brief. Start source review with lean.org — Explore Lean / What Is Lean.", + "summary": "Use this bundle to apply Lean Manufacturing to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is lean current-state and improvement brief. Start source review with lean.org \u2014 Explore Lean / What Is Lean.", "meta_description": "Free Lean Manufacturing Markdown bundle with workflows, source references, and lean current-state and improvement brief for use with AI assistants.", "social_summary": "Lean Manufacturing: lean current-state and improvement brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,410 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,410 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Lean Manufacturing to structure analysis, decisions, facilitation, or review", "Teams working in Manufacturing, Logistics, Healthcare" @@ -92600,7 +92600,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Lean Manufacturing and produce lean current-state and improvement brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with lean.org — Explore Lean / What Is Lean, then confirm that the reference is current and applicable. Inspect Lean Manufacturing Source-Aware Application Framework before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Lean Manufacturing and produce lean current-state and improvement brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with lean.org \u2014 Explore Lean / What Is Lean, then confirm that the reference is current and applicable. Inspect Lean Manufacturing Source-Aware Application Framework before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -92632,12 +92632,12 @@ ], "source_notes": [ { - "label": "lean.org — Explore Lean / What Is Lean", + "label": "lean.org \u2014 Explore Lean / What Is Lean", "url": "https://www.lean.org/explore-lean/what-is-lean/", "used_for": "Method, standard, or practice reference for Lean Manufacturing scope and source checks." }, { - "label": "lean.org — Articles / The Five Steps Of Lean Implementation", + "label": "lean.org \u2014 Articles / The Five Steps Of Lean Implementation", "url": "https://www.lean.org/the-lean-post/articles/the-five-steps-of-lean-implementation/", "used_for": "Method, standard, or practice reference for Lean Manufacturing scope and source checks." } @@ -92784,10 +92784,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply ITIL (ITIL) to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply ITIL (ITIL) to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is ITIL service-management brief. Start source review with peoplecert.org — News And Announcements / Itil Version 5 Explained.", + "summary": "Use this bundle to apply ITIL (ITIL) to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is ITIL service-management brief. Start source review with peoplecert.org \u2014 News And Announcements / Itil Version 5 Explained.", "meta_description": "Free ITIL Markdown bundle with workflows, source references, and iTIL service-management brief for use with AI assistants.", "social_summary": "ITIL: iTIL service-management brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,395 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,395 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using ITIL (ITIL) to structure analysis, decisions, facilitation, or review", "Teams working in Information technology, Business services, Government" @@ -92800,7 +92800,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply ITIL (ITIL) and produce ITIL service-management brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with peoplecert.org — News And Announcements / Itil Version 5 Explained, then confirm that the reference is current and applicable. Inspect ITIL Source-Aware Application Framework before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply ITIL (ITIL) and produce ITIL service-management brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with peoplecert.org \u2014 News And Announcements / Itil Version 5 Explained, then confirm that the reference is current and applicable. Inspect ITIL Source-Aware Application Framework before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -92832,12 +92832,12 @@ ], "source_notes": [ { - "label": "peoplecert.org — News And Announcements / Itil Version 5 Explained", + "label": "peoplecert.org \u2014 News And Announcements / Itil Version 5 Explained", "url": "https://www.peoplecert.org/news-and-announcements/itil-version-5-explained", "used_for": "Method, standard, or practice reference for ITIL scope and source checks." }, { - "label": "peoplecert.org — ITIL 1 / Itil 4 Foundation 2565", + "label": "peoplecert.org \u2014 ITIL 1 / Itil 4 Foundation 2565", "url": "https://www.peoplecert.org/browse-certifications/it-governance-and-service-management/ITIL-1/itil-4-foundation-2565", "used_for": "Method, standard, or practice reference for ITIL scope and source checks." } @@ -92983,10 +92983,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Kirkpatrick Model to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Kirkpatrick Model to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Kirkpatrick evaluation design brief. Start source review with kirkpatrickpartners.com — The Kirkpatrick Model.", + "summary": "Use this bundle to apply Kirkpatrick Model to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Kirkpatrick evaluation design brief. Start source review with kirkpatrickpartners.com \u2014 The Kirkpatrick Model.", "meta_description": "Free Kirkpatrick Model Markdown bundle with workflows, source references, and kirkpatrick evaluation design brief for use with AI assistants.", "social_summary": "Kirkpatrick Model: kirkpatrick evaluation design brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,381 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,381 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Kirkpatrick Model to structure analysis, decisions, facilitation, or review", "Teams working in Education, Training, Human resources" @@ -92999,7 +92999,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Kirkpatrick Model and produce Kirkpatrick evaluation design brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with kirkpatrickpartners.com — The Kirkpatrick Model, then confirm that the reference is current and applicable. Inspect Kirkpatrick Model Source-Aware Application Framework before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Kirkpatrick Model and produce Kirkpatrick evaluation design brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with kirkpatrickpartners.com \u2014 The Kirkpatrick Model, then confirm that the reference is current and applicable. Inspect Kirkpatrick Model Source-Aware Application Framework before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -93031,7 +93031,7 @@ ], "source_notes": [ { - "label": "kirkpatrickpartners.com — The Kirkpatrick Model", + "label": "kirkpatrickpartners.com \u2014 The Kirkpatrick Model", "url": "https://www.kirkpatrickpartners.com/the-kirkpatrick-model/", "used_for": "Method, standard, or practice reference for Kirkpatrick Model scope and source checks." } @@ -93178,10 +93178,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Balanced Scorecard to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Balanced Scorecard to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is balanced scorecard design and review brief. Start source review with hbs.edu — Publication Files / 10 074 0bf3c151 F82b 4592 B885 Cdde7f5d97a6.", + "summary": "Use this bundle to apply Balanced Scorecard to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is balanced scorecard design and review brief. Start source review with hbs.edu \u2014 Publication Files / 10 074 0bf3c151 F82b 4592 B885 Cdde7f5d97a6.", "meta_description": "Free Balanced Scorecard Markdown bundle with workflows, source references, and balanced scorecard design and review brief for use with AI assistants.", "social_summary": "Balanced Scorecard: balanced scorecard design and review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,403 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,403 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Balanced Scorecard to structure analysis, decisions, facilitation, or review", "Teams working in Business services, Government, Healthcare" @@ -93194,7 +93194,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Balanced Scorecard and produce balanced scorecard design and review brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with hbs.edu — Publication Files / 10 074 0bf3c151 F82b 4592 B885 Cdde7f5d97a6, then confirm that the reference is current and applicable. Inspect Balanced Scorecard Source-Aware Application Framework before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Balanced Scorecard and produce balanced scorecard design and review brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with hbs.edu \u2014 Publication Files / 10 074 0bf3c151 F82b 4592 B885 Cdde7f5d97a6, then confirm that the reference is current and applicable. Inspect Balanced Scorecard Source-Aware Application Framework before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -93226,12 +93226,12 @@ ], "source_notes": [ { - "label": "hbs.edu — Publication Files / 10 074 0bf3c151 F82b 4592 B885 Cdde7f5d97a6", + "label": "hbs.edu \u2014 Publication Files / 10 074 0bf3c151 F82b 4592 B885 Cdde7f5d97a6", "url": "https://www.hbs.edu/ris/Publication%20Files/10-074_0bf3c151-f82b-4592-b885-cdde7f5d97a6.pdf", "used_for": "Method, standard, or practice reference for Balanced Scorecard scope and source checks." }, { - "label": "library.hbs.edu — Working Knowledge / The Strategy Focused Organization", + "label": "library.hbs.edu \u2014 Working Knowledge / The Strategy Focused Organization", "url": "https://www.library.hbs.edu/working-knowledge/the-strategy-focused-organization", "used_for": "Method, standard, or practice reference for Balanced Scorecard scope and source checks." } @@ -93377,10 +93377,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Net Promoter Score to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Net Promoter Score to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is NPS measurement and interpretation brief. Start source review with bain.com — Topics / Net Promoter System.", + "summary": "Use this bundle to apply Net Promoter Score to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is NPS measurement and interpretation brief. Start source review with bain.com \u2014 Topics / Net Promoter System.", "meta_description": "Free Net Promoter Score Markdown bundle with workflows, source references, and nPS measurement and interpretation brief for use with AI assistants.", "social_summary": "Net Promoter Score: nPS measurement and interpretation brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,457 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,457 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Net Promoter Score to structure analysis, decisions, facilitation, or review", "Teams working in Customer experience, Retail, Business services" @@ -93393,7 +93393,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Net Promoter Score and produce NPS measurement and interpretation brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with bain.com — Topics / Net Promoter System, then confirm that the reference is current and applicable. Inspect Net Promoter Score Source-Aware Application Framework before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Net Promoter Score and produce NPS measurement and interpretation brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with bain.com \u2014 Topics / Net Promoter System, then confirm that the reference is current and applicable. Inspect Net Promoter Score Source-Aware Application Framework before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -93425,7 +93425,7 @@ ], "source_notes": [ { - "label": "bain.com — Topics / Net Promoter System", + "label": "bain.com \u2014 Topics / Net Promoter System", "url": "https://www.bain.com/insights/topics/net-promoter-system/", "used_for": "Method, standard, or practice reference for Net Promoter Score scope and source checks." } @@ -93575,7 +93575,7 @@ "summary": "Use this bundle to apply DevOps to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is DevOps delivery and reliability brief. Start source review with dora.dev.", "meta_description": "Free DevOps Markdown bundle with workflows, source references, and devOps delivery and reliability brief for use with AI assistants.", "social_summary": "DevOps: devOps delivery and reliability brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,420 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,420 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using DevOps to structure analysis, decisions, facilitation, or review", "Teams working in Software, Information technology, Financial services" @@ -93625,7 +93625,7 @@ "used_for": "Method, standard, or practice reference for DevOps scope and source checks." }, { - "label": "itrevolution.com — Product / The Devops Handbook Second Edition", + "label": "itrevolution.com \u2014 Product / The Devops Handbook Second Edition", "url": "https://itrevolution.com/product/the-devops-handbook-second-edition/", "used_for": "Method, standard, or practice reference for DevOps scope and source checks." } @@ -93772,10 +93772,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Backward Design and Understanding by Design to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Backward Design and Understanding by Design to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is backward-design unit brief. Start source review with ascd.org — Publications / UbD WhitePaper0312.", + "summary": "Use this bundle to apply Backward Design and Understanding by Design to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is backward-design unit brief. Start source review with ascd.org \u2014 Publications / UbD WhitePaper0312.", "meta_description": "Free Backward Design and Understanding by Design Markdown bundle with workflows, source references, and backward-design unit brief for use with AI.", "social_summary": "Backward Design and Understanding by Design: backward-design unit brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,446 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,446 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Backward Design and Understanding by Design to structure analysis, decisions, facilitation, or review", "Teams working in Education, Training, Human resources" @@ -93788,7 +93788,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Backward Design and Understanding by Design and produce backward-design unit brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with ascd.org — Publications / UbD WhitePaper0312, then confirm that the reference is current and applicable. Inspect Backward Design and Understanding by Design Source-Aware Application Framework before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Backward Design and Understanding by Design and produce backward-design unit brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with ascd.org \u2014 Publications / UbD WhitePaper0312, then confirm that the reference is current and applicable. Inspect Backward Design and Understanding by Design Source-Aware Application Framework before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -93820,12 +93820,12 @@ ], "source_notes": [ { - "label": "ascd.org — Publications / UbD WhitePaper0312", + "label": "ascd.org \u2014 Publications / UbD WhitePaper0312", "url": "https://ascd.org/ASCD/pdf/siteASCD/publications/UbD_WhitePaper0312.pdf", "used_for": "Method, standard, or practice reference for Backward Design and Understanding by Design scope and source checks." }, { - "label": "ascd.org — Books / Understanding By Design Expanded 2nd Edition", + "label": "ascd.org \u2014 Books / Understanding By Design Expanded 2nd Edition", "url": "https://www.ascd.org/books/understanding-by-design-expanded-2nd-edition?variant=103055", "used_for": "Method, standard, or practice reference for Backward Design and Understanding by Design scope and source checks." } @@ -93972,10 +93972,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Segmentation, Targeting, and Positioning to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Segmentation, Targeting, and Positioning to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is STP strategy and evidence brief. Start source review with openstax.org — Pages / 5 In The Spotlight.", + "summary": "Use this bundle to apply Segmentation, Targeting, and Positioning to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is STP strategy and evidence brief. Start source review with openstax.org \u2014 Pages / 5 In The Spotlight.", "meta_description": "Free Segmentation, Targeting, and Positioning Markdown bundle with workflows, source references, and sTP strategy and evidence brief for use with AI.", "social_summary": "Segmentation, Targeting, and Positioning: sTP strategy and evidence brief, workflows, and review.", - "download_note": "10 Markdown files · 1,463 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,463 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Segmentation, Targeting, and Positioning to structure analysis, decisions, facilitation, or review", "Teams working in Marketing, Product management, Retail" @@ -93988,7 +93988,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Segmentation, Targeting, and Positioning and produce STP strategy and evidence brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with openstax.org — Pages / 5 In The Spotlight, then confirm that the reference is current and applicable. Inspect Segmentation, Targeting, and Positioning Source-Aware Application Framework before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Segmentation, Targeting, and Positioning and produce STP strategy and evidence brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with openstax.org \u2014 Pages / 5 In The Spotlight, then confirm that the reference is current and applicable. Inspect Segmentation, Targeting, and Positioning Source-Aware Application Framework before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -94020,12 +94020,12 @@ ], "source_notes": [ { - "label": "openstax.org — Pages / 5 In The Spotlight", + "label": "openstax.org \u2014 Pages / 5 In The Spotlight", "url": "https://openstax.org/books/principles-marketing/pages/5-in-the-spotlight", "used_for": "Method, standard, or practice reference for Segmentation, Targeting, and Positioning scope and source checks." }, { - "label": "openstax.org — Pages / 5 6 Product Positioning", + "label": "openstax.org \u2014 Pages / 5 6 Product Positioning", "url": "https://openstax.org/books/principles-marketing/pages/5-6-product-positioning", "used_for": "Method, standard, or practice reference for Segmentation, Targeting, and Positioning scope and source checks." } @@ -94172,10 +94172,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply COSO Enterprise Risk Management to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply COSO Enterprise Risk Management to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is COSO ERM risk and strategy brief. Start source review with coso.org — Enterprise Risk Management.", + "summary": "Use this bundle to apply COSO Enterprise Risk Management to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is COSO ERM risk and strategy brief. Start source review with coso.org \u2014 Enterprise Risk Management.", "meta_description": "Free COSO Enterprise Risk Management Markdown bundle with workflows, source references, and cOSO ERM risk and strategy brief for use with AI assistants.", "social_summary": "COSO Enterprise Risk Management: cOSO ERM risk and strategy brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,454 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,454 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using COSO Enterprise Risk Management to structure analysis, decisions, facilitation, or review", "Teams working in Financial services, Public companies, Government" @@ -94188,7 +94188,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply COSO Enterprise Risk Management and produce COSO ERM risk and strategy brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with coso.org — Enterprise Risk Management, then confirm that the reference is current and applicable. Inspect COSO Enterprise Risk Management Source-Aware Application Framework before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply COSO Enterprise Risk Management and produce COSO ERM risk and strategy brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with coso.org \u2014 Enterprise Risk Management, then confirm that the reference is current and applicable. Inspect COSO Enterprise Risk Management Source-Aware Application Framework before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -94220,12 +94220,12 @@ ], "source_notes": [ { - "label": "coso.org — Enterprise Risk Management", + "label": "coso.org \u2014 Enterprise Risk Management", "url": "https://www.coso.org/enterprise-risk-management", "used_for": "Method, standard, or practice reference for COSO Enterprise Risk Management scope and source checks." }, { - "label": "coso.org — Erm Framework", + "label": "coso.org \u2014 Erm Framework", "url": "https://www.coso.org/erm-framework", "used_for": "Method, standard, or practice reference for COSO Enterprise Risk Management scope and source checks." } @@ -94372,10 +94372,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply COSO Internal Control Framework to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply COSO Internal Control Framework to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is COSO internal-control assessment brief. Start source review with coso.org — Pages / Default.aspx.", + "summary": "Use this bundle to apply COSO Internal Control Framework to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is COSO internal-control assessment brief. Start source review with coso.org \u2014 Pages / Default.aspx.", "meta_description": "Free COSO Internal Control Framework Markdown bundle with workflows, source references, and cOSO internal-control assessment brief for use with AI.", "social_summary": "COSO Internal Control Framework: cOSO internal-control assessment brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,462 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,462 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using COSO Internal Control Framework to structure analysis, decisions, facilitation, or review", "Teams working in Accounting, Financial services, Public companies" @@ -94388,7 +94388,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply COSO Internal Control Framework and produce COSO internal-control assessment brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with coso.org — Pages / Default.aspx, then confirm that the reference is current and applicable. Inspect COSO Internal Control Framework Source-Aware Application Framework before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply COSO Internal Control Framework and produce COSO internal-control assessment brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with coso.org \u2014 Pages / Default.aspx, then confirm that the reference is current and applicable. Inspect COSO Internal Control Framework Source-Aware Application Framework before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -94420,12 +94420,12 @@ ], "source_notes": [ { - "label": "coso.org — Pages / Default.aspx", + "label": "coso.org \u2014 Pages / Default.aspx", "url": "https://www.coso.org/guidance-on-ic/pages/default.aspx", "used_for": "Method, standard, or practice reference for COSO Internal Control Framework scope and source checks." }, { - "label": "coso.org — About Us", + "label": "coso.org \u2014 About Us", "url": "https://www.coso.org/about-us", "used_for": "Method, standard, or practice reference for COSO Internal Control Framework scope and source checks." } @@ -94571,10 +94571,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Economic Order Quantity to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Economic Order Quantity to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is EOQ assumptions and sensitivity brief. Start source review with pubsonline.informs.org — 10.1287 / Opre.38.6.937.", + "summary": "Use this bundle to apply Economic Order Quantity to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is EOQ assumptions and sensitivity brief. Start source review with pubsonline.informs.org \u2014 10.1287 / Opre.38.6.937.", "meta_description": "Free Economic Order Quantity Markdown bundle with workflows, source references, and eOQ assumptions and sensitivity brief for use with AI assistants.", "social_summary": "Economic Order Quantity: eOQ assumptions and sensitivity brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,476 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,476 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Economic Order Quantity to structure analysis, decisions, facilitation, or review", "Teams working in Supply chain, Manufacturing, Retail" @@ -94587,7 +94587,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Economic Order Quantity and produce EOQ assumptions and sensitivity brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with pubsonline.informs.org — 10.1287 / Opre.38.6.937, then confirm that the reference is current and applicable. Inspect Economic Order Quantity Source-Aware Application Framework before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Economic Order Quantity and produce EOQ assumptions and sensitivity brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with pubsonline.informs.org \u2014 10.1287 / Opre.38.6.937, then confirm that the reference is current and applicable. Inspect Economic Order Quantity Source-Aware Application Framework before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -94619,7 +94619,7 @@ ], "source_notes": [ { - "label": "pubsonline.informs.org — 10.1287 / Opre.38.6.937", + "label": "pubsonline.informs.org \u2014 10.1287 / Opre.38.6.937", "url": "https://pubsonline.informs.org/doi/abs/10.1287/opre.38.6.937", "used_for": "Method, standard, or practice reference for Economic Order Quantity scope and source checks." } @@ -94766,10 +94766,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply GRI Standards to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply GRI Standards to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is GRI reporting and disclosure brief. Start source review with globalreporting.org — Standards.", + "summary": "Use this bundle to apply GRI Standards to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is GRI reporting and disclosure brief. Start source review with globalreporting.org \u2014 Standards.", "meta_description": "Free GRI Standards Markdown bundle with workflows, source references, and gRI reporting and disclosure brief for use with AI assistants.", "social_summary": "GRI Standards: gRI reporting and disclosure brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,440 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,440 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using GRI Standards to structure analysis, decisions, facilitation, or review", "Teams working in Sustainability, Public companies, Business services" @@ -94782,7 +94782,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply GRI Standards and produce GRI reporting and disclosure brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with globalreporting.org — Standards, then confirm that the reference is current and applicable. Inspect GRI Standards Source-Aware Application Framework before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply GRI Standards and produce GRI reporting and disclosure brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with globalreporting.org \u2014 Standards, then confirm that the reference is current and applicable. Inspect GRI Standards Source-Aware Application Framework before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -94814,12 +94814,12 @@ ], "source_notes": [ { - "label": "globalreporting.org — Standards", + "label": "globalreporting.org \u2014 Standards", "url": "https://www.globalreporting.org/standards/", "used_for": "Method, standard, or practice reference for GRI Standards scope and source checks." }, { - "label": "globalreporting.org — Standards Development / Review Of Universal Standards", + "label": "globalreporting.org \u2014 Standards Development / Review Of Universal Standards", "url": "https://www.globalreporting.org/standards/standards-development/review-of-universal-standards/", "used_for": "Method, standard, or practice reference for GRI Standards scope and source checks." } @@ -94966,10 +94966,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Business Model Canvas to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Business Model Canvas to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Business Model Canvas evidence brief. Start source review with strategyzer.com — Library / What Is A Business Model.", + "summary": "Use this bundle to apply Business Model Canvas to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Business Model Canvas evidence brief. Start source review with strategyzer.com \u2014 Library / What Is A Business Model.", "meta_description": "Free Business Model Canvas Markdown bundle with workflows, source references, and business Model Canvas evidence brief for use with AI assistants.", "social_summary": "Business Model Canvas: business Model Canvas evidence brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,392 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,392 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Business Model Canvas to structure analysis, decisions, facilitation, or review", "Teams working in Product management, Entrepreneurship, Business services" @@ -94982,7 +94982,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Business Model Canvas and produce Business Model Canvas evidence brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with strategyzer.com — Library / What Is A Business Model, then confirm that the reference is current and applicable. Inspect Business Model Canvas Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Business Model Canvas and produce Business Model Canvas evidence brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with strategyzer.com \u2014 Library / What Is A Business Model, then confirm that the reference is current and applicable. Inspect Business Model Canvas Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -95014,12 +95014,12 @@ ], "source_notes": [ { - "label": "strategyzer.com — Library / What Is A Business Model", + "label": "strategyzer.com \u2014 Library / What Is A Business Model", "url": "https://www.strategyzer.com/library/what-is-a-business-model", "used_for": "Method, standard, or practice reference for Business Model Canvas scope and source checks." }, { - "label": "strategyzer.com — Library / How To Design A Crystal Clear Business Model Canvas", + "label": "strategyzer.com \u2014 Library / How To Design A Crystal Clear Business Model Canvas", "url": "https://www.strategyzer.com/library/how-to-design-a-crystal-clear-business-model-canvas", "used_for": "Method, standard, or practice reference for Business Model Canvas scope and source checks." } @@ -95166,10 +95166,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Continuous Delivery to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Continuous Delivery to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is continuous-delivery readiness brief. Start source review with continuousdelivery.com — Principles.", + "summary": "Use this bundle to apply Continuous Delivery to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is continuous-delivery readiness brief. Start source review with continuousdelivery.com \u2014 Principles.", "meta_description": "Free Continuous Delivery Markdown bundle with workflows, source references, and continuous-delivery readiness brief for use with AI assistants.", "social_summary": "Continuous Delivery: continuous-delivery readiness brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,385 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,385 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Continuous Delivery to structure analysis, decisions, facilitation, or review", "Teams working in Software, Information technology, Financial services" @@ -95182,7 +95182,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Continuous Delivery and produce continuous-delivery readiness brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with continuousdelivery.com — Principles, then confirm that the reference is current and applicable. Inspect Continuous Delivery Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Continuous Delivery and produce continuous-delivery readiness brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with continuousdelivery.com \u2014 Principles, then confirm that the reference is current and applicable. Inspect Continuous Delivery Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -95214,7 +95214,7 @@ ], "source_notes": [ { - "label": "continuousdelivery.com — Principles", + "label": "continuousdelivery.com \u2014 Principles", "url": "https://continuousdelivery.com/principles/", "used_for": "Method, standard, or practice reference for Continuous Delivery scope and source checks." }, @@ -95367,10 +95367,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply IFRS Sustainability Disclosure Standards to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply IFRS Sustainability Disclosure Standards to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is ISSB disclosure research brief. Start source review with ifrs.org — Ifrs Sustainability Standards Navigator / Ifrs S1 General Requirements.", + "summary": "Use this bundle to apply IFRS Sustainability Disclosure Standards to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is ISSB disclosure research brief. Start source review with ifrs.org \u2014 Ifrs Sustainability Standards Navigator / Ifrs S1 General Requirements.", "meta_description": "Free IFRS Sustainability Disclosure Standards Markdown bundle with workflows, source references, and iSSB disclosure research brief for use with AI.", "social_summary": "IFRS Sustainability Disclosure Standards: iSSB disclosure research brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,456 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,456 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using IFRS Sustainability Disclosure Standards to structure analysis, decisions, facilitation, or review", "Teams working in Sustainability, Accounting, Public companies" @@ -95383,7 +95383,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply IFRS Sustainability Disclosure Standards and produce ISSB disclosure research brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with ifrs.org — Ifrs Sustainability Standards Navigator / Ifrs S1 General Requirements, then confirm that the reference is current and applicable. Inspect IFRS Sustainability Disclosure Standards Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply IFRS Sustainability Disclosure Standards and produce ISSB disclosure research brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with ifrs.org \u2014 Ifrs Sustainability Standards Navigator / Ifrs S1 General Requirements, then confirm that the reference is current and applicable. Inspect IFRS Sustainability Disclosure Standards Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -95415,12 +95415,12 @@ ], "source_notes": [ { - "label": "ifrs.org — Ifrs Sustainability Standards Navigator / Ifrs S1 General Requirements", + "label": "ifrs.org \u2014 Ifrs Sustainability Standards Navigator / Ifrs S1 General Requirements", "url": "https://www.ifrs.org/issued-standards/ifrs-sustainability-standards-navigator/ifrs-s1-general-requirements/", "used_for": "Method, standard, or practice reference for IFRS Sustainability Disclosure Standards scope and source checks." }, { - "label": "ifrs.org — Supporting Implementation / Supporting Materials For Ifrs Sustainability Disclosure Standards", + "label": "ifrs.org \u2014 Supporting Implementation / Supporting Materials For Ifrs Sustainability Disclosure Standards", "url": "https://www.ifrs.org/supporting-implementation/supporting-materials-for-ifrs-sustainability-disclosure-standards/", "used_for": "Method, standard, or practice reference for IFRS Sustainability Disclosure Standards scope and source checks." } @@ -95577,10 +95577,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Kanban Pull System to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Kanban Pull System to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Kanban pull-system design brief. Start source review with global.toyota — Vision And Philosophy / Production System.", + "summary": "Use this bundle to apply Kanban Pull System to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Kanban pull-system design brief. Start source review with global.toyota \u2014 Vision And Philosophy / Production System.", "meta_description": "Free Kanban Pull System Markdown bundle with workflows, source references, and kanban pull-system design brief for use with AI assistants.", "social_summary": "Kanban Pull System: kanban pull-system design brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,408 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,408 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Kanban Pull System to structure analysis, decisions, facilitation, or review", "Teams working in Manufacturing, Software, Operations" @@ -95593,7 +95593,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Kanban Pull System and produce Kanban pull-system design brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with global.toyota — Vision And Philosophy / Production System, then confirm that the reference is current and applicable. Inspect Kanban Pull System Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Kanban Pull System and produce Kanban pull-system design brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with global.toyota \u2014 Vision And Philosophy / Production System, then confirm that the reference is current and applicable. Inspect Kanban Pull System Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -95625,12 +95625,12 @@ ], "source_notes": [ { - "label": "global.toyota — Vision And Philosophy / Production System", + "label": "global.toyota \u2014 Vision And Philosophy / Production System", "url": "https://global.toyota/en/company/vision-and-philosophy/production-system/", "used_for": "Method, standard, or practice reference for Kanban Pull System scope and source checks." }, { - "label": "global.toyota — Plant Tours / Production System", + "label": "global.toyota \u2014 Plant Tours / Production System", "url": "https://global.toyota/en/company/plant-tours/production-system/", "used_for": "Method, standard, or practice reference for Kanban Pull System scope and source checks." } @@ -95776,10 +95776,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Lean Startup Build-Measure-Learn to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Lean Startup Build-Measure-Learn to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Build-Measure-Learn experiment brief. Start source review with theleanstartup.com — Principles.", + "summary": "Use this bundle to apply Lean Startup Build-Measure-Learn to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Build-Measure-Learn experiment brief. Start source review with theleanstartup.com \u2014 Principles.", "meta_description": "Free Lean Startup Build-Measure-Learn Markdown bundle with workflows, source references, and build-Measure-Learn experiment brief for use with AI.", "social_summary": "Lean Startup Build-Measure-Learn: build-Measure-Learn experiment brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,415 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,415 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Lean Startup Build-Measure-Learn to structure analysis, decisions, facilitation, or review", "Teams working in Entrepreneurship, Product management, Software" @@ -95792,7 +95792,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Lean Startup Build-Measure-Learn and produce Build-Measure-Learn experiment brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with theleanstartup.com — Principles, then confirm that the reference is current and applicable. Inspect Lean Startup Build-Measure-Learn Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Lean Startup Build-Measure-Learn and produce Build-Measure-Learn experiment brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with theleanstartup.com \u2014 Principles, then confirm that the reference is current and applicable. Inspect Lean Startup Build-Measure-Learn Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -95824,7 +95824,7 @@ ], "source_notes": [ { - "label": "theleanstartup.com — Principles", + "label": "theleanstartup.com \u2014 Principles", "url": "https://theleanstartup.com/principles", "used_for": "Method, standard, or practice reference for Lean Startup Build-Measure-Learn scope and source checks." } @@ -95970,10 +95970,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Marketing Mix to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Marketing Mix to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is marketing-mix decision brief. Start source review with openstax.org — Pages / 1 2 The Marketing Mix And The 4ps Of Marketing.", + "summary": "Use this bundle to apply Marketing Mix to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is marketing-mix decision brief. Start source review with openstax.org \u2014 Pages / 1 2 The Marketing Mix And The 4ps Of Marketing.", "meta_description": "Free Marketing Mix Markdown bundle with workflows, source references, and marketing-mix decision brief for use with AI assistants.", "social_summary": "Marketing Mix: marketing-mix decision brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,371 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,371 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Marketing Mix to structure analysis, decisions, facilitation, or review", "Teams working in Marketing, Retail, Product management" @@ -95986,7 +95986,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Marketing Mix and produce marketing-mix decision brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with openstax.org — Pages / 1 2 The Marketing Mix And The 4ps Of Marketing, then confirm that the reference is current and applicable. Inspect Marketing Mix Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Marketing Mix and produce marketing-mix decision brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with openstax.org \u2014 Pages / 1 2 The Marketing Mix And The 4ps Of Marketing, then confirm that the reference is current and applicable. Inspect Marketing Mix Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -96018,7 +96018,7 @@ ], "source_notes": [ { - "label": "openstax.org — Pages / 1 2 The Marketing Mix And The 4ps Of Marketing", + "label": "openstax.org \u2014 Pages / 1 2 The Marketing Mix And The 4ps Of Marketing", "url": "https://openstax.org/books/principles-marketing/pages/1-2-the-marketing-mix-and-the-4ps-of-marketing", "used_for": "Method, standard, or practice reference for Marketing Mix scope and source checks." } @@ -96164,10 +96164,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply MoSCoW Prioritization to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply MoSCoW Prioritization to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is MoSCoW priority decision brief. Start source review with agilebusiness.org — Resource / What Is Moscow Prioritization.", + "summary": "Use this bundle to apply MoSCoW Prioritization to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is MoSCoW priority decision brief. Start source review with agilebusiness.org \u2014 Resource / What Is Moscow Prioritization.", "meta_description": "Free MoSCoW Prioritization Markdown bundle with workflows, source references, and moSCoW priority decision brief for use with AI assistants.", "social_summary": "MoSCoW Prioritization: moSCoW priority decision brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,389 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,389 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using MoSCoW Prioritization to structure analysis, decisions, facilitation, or review", "Teams working in Project management, Software, Business services" @@ -96180,7 +96180,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply MoSCoW Prioritization and produce MoSCoW priority decision brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with agilebusiness.org — Resource / What Is Moscow Prioritization, then confirm that the reference is current and applicable. Inspect MoSCoW Prioritization Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply MoSCoW Prioritization and produce MoSCoW priority decision brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with agilebusiness.org \u2014 Resource / What Is Moscow Prioritization, then confirm that the reference is current and applicable. Inspect MoSCoW Prioritization Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -96212,7 +96212,7 @@ ], "source_notes": [ { - "label": "agilebusiness.org — Resource / What Is Moscow Prioritization", + "label": "agilebusiness.org \u2014 Resource / What Is Moscow Prioritization", "url": "https://www.agilebusiness.org/resource/what-is-moscow-prioritization/", "used_for": "Method, standard, or practice reference for MoSCoW Prioritization scope and source checks." } @@ -96359,10 +96359,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Net Promoter System to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Net Promoter System to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Net Promoter System operating brief. Start source review with bain.com — Topics / Net Promoter System.", + "summary": "Use this bundle to apply Net Promoter System to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Net Promoter System operating brief. Start source review with bain.com \u2014 Topics / Net Promoter System.", "meta_description": "Free Net Promoter System Markdown bundle with workflows, source references, and net Promoter System operating brief for use with AI assistants.", "social_summary": "Net Promoter System: net Promoter System operating brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,461 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,461 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Net Promoter System to structure analysis, decisions, facilitation, or review", "Teams working in Customer experience, Retail, Business services" @@ -96375,7 +96375,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Net Promoter System and produce Net Promoter System operating brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with bain.com — Topics / Net Promoter System, then confirm that the reference is current and applicable. Inspect Net Promoter System Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Net Promoter System and produce Net Promoter System operating brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with bain.com \u2014 Topics / Net Promoter System, then confirm that the reference is current and applicable. Inspect Net Promoter System Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -96407,12 +96407,12 @@ ], "source_notes": [ { - "label": "bain.com — Topics / Net Promoter System", + "label": "bain.com \u2014 Topics / Net Promoter System", "url": "https://www.bain.com/insights/topics/net-promoter-system/", "used_for": "Method, standard, or practice reference for Net Promoter System scope and source checks." }, { - "label": "netpromotersystem.com — History Of Net Promoter", + "label": "netpromotersystem.com \u2014 History Of Net Promoter", "url": "https://www.netpromotersystem.com/about/history-of-net-promoter/", "used_for": "Method, standard, or practice reference for Net Promoter System scope and source checks." } @@ -96560,10 +96560,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply PDCA and PDSA Improvement Cycle to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply PDCA and PDSA Improvement Cycle to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is PDCA or PDSA experiment brief. Start source review with deming.org — Explore / Pdsa.", + "summary": "Use this bundle to apply PDCA and PDSA Improvement Cycle to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is PDCA or PDSA experiment brief. Start source review with deming.org \u2014 Explore / Pdsa.", "meta_description": "Free PDCA and PDSA Improvement Cycle Markdown bundle with workflows, source references, and pDCA or PDSA experiment brief for use with AI assistants.", "social_summary": "PDCA and PDSA Improvement Cycle: pDCA or PDSA experiment brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,476 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,476 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using PDCA and PDSA Improvement Cycle to structure analysis, decisions, facilitation, or review", "Teams working in Operations, Manufacturing, Healthcare" @@ -96576,7 +96576,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply PDCA and PDSA Improvement Cycle and produce PDCA or PDSA experiment brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with deming.org — Explore / Pdsa, then confirm that the reference is current and applicable. Inspect PDCA and PDSA Improvement Cycle Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply PDCA and PDSA Improvement Cycle and produce PDCA or PDSA experiment brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with deming.org \u2014 Explore / Pdsa, then confirm that the reference is current and applicable. Inspect PDCA and PDSA Improvement Cycle Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -96608,12 +96608,12 @@ ], "source_notes": [ { - "label": "deming.org — Explore / Pdsa", + "label": "deming.org \u2014 Explore / Pdsa", "url": "https://deming.org/explore/pdsa/", "used_for": "Method, standard, or practice reference for PDCA and PDSA Improvement Cycle scope and source checks." }, { - "label": "asq.org — Quality Resources / Pdca Cycle", + "label": "asq.org \u2014 Quality Resources / Pdca Cycle", "url": "https://asq.org/quality-resources/pdca-cycle", "used_for": "Method, standard, or practice reference for PDCA and PDSA Improvement Cycle scope and source checks." } @@ -96759,10 +96759,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Content Calendar with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Content Calendar with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is review-ready content calendar. Start source review with coschedule.com — Marketing Calendar / Content Calendar.", + "summary": "Use this bundle to draft or review Content Calendar with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is review-ready content calendar. Start source review with coschedule.com \u2014 Marketing Calendar / Content Calendar.", "meta_description": "Free Content Calendar Markdown bundle with workflows, source references, and review-ready content calendar for use with AI assistants.", "social_summary": "Content Calendar: review-ready content calendar, workflows, and review guidance", - "download_note": "10 Markdown files · 1,406 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,406 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Content Calendar", "Teams working in Marketing, Publishing, Media" @@ -96775,7 +96775,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Content Calendar and return review-ready content calendar with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with coschedule.com — Marketing Calendar / Content Calendar, then confirm that the reference is current and applicable. Inspect Content Calendar Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Content Calendar and return review-ready content calendar with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with coschedule.com \u2014 Marketing Calendar / Content Calendar, then confirm that the reference is current and applicable. Inspect Content Calendar Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -96807,7 +96807,7 @@ ], "source_notes": [ { - "label": "coschedule.com — Marketing Calendar / Content Calendar", + "label": "coschedule.com \u2014 Marketing Calendar / Content Calendar", "url": "https://coschedule.com/marketing-calendar/content-calendar", "used_for": "Format, practice, or subject-matter reference for Content Calendar scope and source checks." } @@ -96953,10 +96953,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Monitoring and Performance Dashboard with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Monitoring and Performance Dashboard with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is monitoring dashboard specification. Start source review with sre.google — Sre Book / Monitoring Distributed Systems.", + "summary": "Use this bundle to draft or review Monitoring and Performance Dashboard with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is monitoring dashboard specification. Start source review with sre.google \u2014 Sre Book / Monitoring Distributed Systems.", "meta_description": "Free Monitoring and Performance Dashboard Markdown bundle with workflows, source references, and monitoring dashboard specification for use with AI.", "social_summary": "Monitoring and Performance Dashboard: monitoring dashboard specification, workflows, and review guidance", - "download_note": "10 Markdown files · 1,459 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,459 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Monitoring and Performance Dashboard", "Teams working in Information technology, Software, Operations" @@ -96969,7 +96969,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Monitoring and Performance Dashboard and return monitoring dashboard specification with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with sre.google — Sre Book / Monitoring Distributed Systems, then confirm that the reference is current and applicable. Inspect Monitoring and Performance Dashboard Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Monitoring and Performance Dashboard and return monitoring dashboard specification with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with sre.google \u2014 Sre Book / Monitoring Distributed Systems, then confirm that the reference is current and applicable. Inspect Monitoring and Performance Dashboard Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -97001,7 +97001,7 @@ ], "source_notes": [ { - "label": "sre.google — Sre Book / Monitoring Distributed Systems", + "label": "sre.google \u2014 Sre Book / Monitoring Distributed Systems", "url": "https://sre.google/sre-book/monitoring-distributed-systems/", "used_for": "Format, practice, or subject-matter reference for Monitoring and Performance Dashboard scope and source checks." } @@ -97148,10 +97148,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing System Architecture Design Document with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review System Architecture Design Document with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is architecture design document. Start source review with AWS Documentation — Architectural Decision Records / Adr Process.", + "summary": "Use this bundle to draft or review System Architecture Design Document with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is architecture design document. Start source review with AWS Documentation \u2014 Architectural Decision Records / Adr Process.", "meta_description": "Free System Architecture Design Document Markdown bundle with workflows, source references, and architecture design document for use with AI assistants.", "social_summary": "System Architecture Design Document: architecture design document, workflows, and review guidance", - "download_note": "10 Markdown files · 1,447 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,447 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on System Architecture Design Document", "Teams working in Software, Information technology, Financial services" @@ -97164,7 +97164,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review System Architecture Design Document and return architecture design document with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with AWS Documentation — Architectural Decision Records / Adr Process, then confirm that the reference is current and applicable. Inspect System Architecture Design Document Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review System Architecture Design Document and return architecture design document with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with AWS Documentation \u2014 Architectural Decision Records / Adr Process, then confirm that the reference is current and applicable. Inspect System Architecture Design Document Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -97196,12 +97196,12 @@ ], "source_notes": [ { - "label": "AWS Documentation — Architectural Decision Records / Adr Process", + "label": "AWS Documentation \u2014 Architectural Decision Records / Adr Process", "url": "https://docs.aws.amazon.com/prescriptive-guidance/latest/architectural-decision-records/adr-process.html", "used_for": "Format, practice, or subject-matter reference for System Architecture Design Document scope and source checks." }, { - "label": "opengroup.org — Togaf / Benefits", + "label": "opengroup.org \u2014 Togaf / Benefits", "url": "https://www.opengroup.org/togaf/benefits", "used_for": "Format, practice, or subject-matter reference for System Architecture Design Document scope and source checks." } @@ -97348,10 +97348,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Incident Postmortem Report with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Incident Postmortem Report with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is incident postmortem report. Start source review with sre.google — Sre Book / Postmortem Culture.", + "summary": "Use this bundle to draft or review Incident Postmortem Report with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is incident postmortem report. Start source review with sre.google \u2014 Sre Book / Postmortem Culture.", "meta_description": "Free Incident Postmortem Report Markdown bundle with workflows, source references, and incident postmortem report for use with AI assistants.", "social_summary": "Incident Postmortem Report: incident postmortem report, workflows, and review guidance", - "download_note": "10 Markdown files · 1,458 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,458 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Incident Postmortem Report", "Teams working in Software, Information technology, Operations" @@ -97364,7 +97364,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Incident Postmortem Report and return incident postmortem report with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with sre.google — Sre Book / Postmortem Culture, then confirm that the reference is current and applicable. Inspect Incident Postmortem Report Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Incident Postmortem Report and return incident postmortem report with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with sre.google \u2014 Sre Book / Postmortem Culture, then confirm that the reference is current and applicable. Inspect Incident Postmortem Report Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -97396,12 +97396,12 @@ ], "source_notes": [ { - "label": "sre.google — Sre Book / Postmortem Culture", + "label": "sre.google \u2014 Sre Book / Postmortem Culture", "url": "https://sre.google/sre-book/postmortem-culture/", "used_for": "Format, practice, or subject-matter reference for Incident Postmortem Report scope and source checks." }, { - "label": "sre.google — Workbook / Postmortem Culture", + "label": "sre.google \u2014 Workbook / Postmortem Culture", "url": "https://sre.google/workbook/postmortem-culture/", "used_for": "Format, practice, or subject-matter reference for Incident Postmortem Report scope and source checks." } @@ -97547,10 +97547,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Interactive Prototype with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Interactive Prototype with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is interactive prototype specification. Start source review with nngroup.com — Articles / Ux Prototype Hi Lo Fidelity.", + "summary": "Use this bundle to draft or review Interactive Prototype with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is interactive prototype specification. Start source review with nngroup.com \u2014 Articles / Ux Prototype Hi Lo Fidelity.", "meta_description": "Free Interactive Prototype Markdown bundle with workflows, source references, and interactive prototype specification for use with AI assistants.", "social_summary": "Interactive Prototype: interactive prototype specification, workflows, and review guidance", - "download_note": "10 Markdown files · 1,422 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,422 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Interactive Prototype", "Teams working in Design, Product management, Software" @@ -97563,7 +97563,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Interactive Prototype and return interactive prototype specification with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with nngroup.com — Articles / Ux Prototype Hi Lo Fidelity, then confirm that the reference is current and applicable. Inspect Interactive Prototype Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Interactive Prototype and return interactive prototype specification with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with nngroup.com \u2014 Articles / Ux Prototype Hi Lo Fidelity, then confirm that the reference is current and applicable. Inspect Interactive Prototype Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -97595,7 +97595,7 @@ ], "source_notes": [ { - "label": "nngroup.com — Articles / Ux Prototype Hi Lo Fidelity", + "label": "nngroup.com \u2014 Articles / Ux Prototype Hi Lo Fidelity", "url": "https://www.nngroup.com/articles/ux-prototype-hi-lo-fidelity/", "used_for": "Format, practice, or subject-matter reference for Interactive Prototype scope and source checks." } @@ -97741,10 +97741,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Risk Assessment Report with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Risk Assessment Report with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is risk assessment report. Start source review with csrc.nist.gov — R1 / Final.", + "summary": "Use this bundle to draft or review Risk Assessment Report with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is risk assessment report. Start source review with csrc.nist.gov \u2014 R1 / Final.", "meta_description": "Free Risk Assessment Report Markdown bundle with workflows, source references, and risk assessment report for use with AI assistants.", "social_summary": "Risk Assessment Report: risk assessment report, workflows, and review guidance", - "download_note": "10 Markdown files · 1,456 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,456 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Risk Assessment Report", "Teams working in Information security, Financial services, Government" @@ -97757,7 +97757,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Risk Assessment Report and return risk assessment report with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with csrc.nist.gov — R1 / Final, then confirm that the reference is current and applicable. Inspect Risk Assessment Report Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Risk Assessment Report and return risk assessment report with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with csrc.nist.gov \u2014 R1 / Final, then confirm that the reference is current and applicable. Inspect Risk Assessment Report Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -97789,7 +97789,7 @@ ], "source_notes": [ { - "label": "csrc.nist.gov — R1 / Final", + "label": "csrc.nist.gov \u2014 R1 / Final", "url": "https://csrc.nist.gov/pubs/sp/800/30/r1/final", "used_for": "Format, practice, or subject-matter reference for Risk Assessment Report scope and source checks." } @@ -97935,10 +97935,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Wireframes with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Wireframes with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is wireframe set and annotation brief. Start source review with nngroup.com — Articles / Wireframes.", + "summary": "Use this bundle to draft or review Wireframes with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is wireframe set and annotation brief. Start source review with nngroup.com \u2014 Articles / Wireframes.", "meta_description": "Free Wireframes Markdown bundle with workflows, source references, and wireframe set and annotation brief for use with AI assistants.", "social_summary": "Wireframes: wireframe set and annotation brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,418 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,418 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Wireframes", "Teams working in Design, Product management, Software" @@ -97951,7 +97951,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Wireframes and return wireframe set and annotation brief with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with nngroup.com — Articles / Wireframes, then confirm that the reference is current and applicable. Inspect Wireframes Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Wireframes and return wireframe set and annotation brief with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with nngroup.com \u2014 Articles / Wireframes, then confirm that the reference is current and applicable. Inspect Wireframes Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -97983,7 +97983,7 @@ ], "source_notes": [ { - "label": "nngroup.com — Articles / Wireframes", + "label": "nngroup.com \u2014 Articles / Wireframes", "url": "https://www.nngroup.com/articles/wireframes/", "used_for": "Format, practice, or subject-matter reference for Wireframes scope and source checks." } @@ -98130,10 +98130,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing API Documentation and Integration Guide with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review API Documentation and Integration Guide with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is API documentation and integration guide. Start source review with spec.openapis.org — Oas.", + "summary": "Use this bundle to draft or review API Documentation and Integration Guide with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is API documentation and integration guide. Start source review with spec.openapis.org \u2014 Oas.", "meta_description": "Free API Documentation and Integration Guide Markdown bundle with workflows, source references, and aPI documentation and integration guide for use with AI.", "social_summary": "API Documentation and Integration Guide: aPI documentation and integration guide, workflows, and review.", - "download_note": "10 Markdown files · 1,506 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,506 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on API Documentation and Integration Guide", "Teams working in Software, Information technology, Developer tools" @@ -98146,7 +98146,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review API Documentation and Integration Guide and return API documentation and integration guide with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with spec.openapis.org — Oas, then confirm that the reference is current and applicable. Inspect API Documentation and Integration Guide Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review API Documentation and Integration Guide and return API documentation and integration guide with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with spec.openapis.org \u2014 Oas, then confirm that the reference is current and applicable. Inspect API Documentation and Integration Guide Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -98178,12 +98178,12 @@ ], "source_notes": [ { - "label": "spec.openapis.org — Oas", + "label": "spec.openapis.org \u2014 Oas", "url": "https://spec.openapis.org/oas/", "used_for": "Format, practice, or subject-matter reference for API Documentation and Integration Guide scope and source checks." }, { - "label": "writethedocs.org — Docs For Developers / API Docs", + "label": "writethedocs.org \u2014 Docs For Developers / API Docs", "url": "https://www.writethedocs.org/guide/docs-for-developers/api-docs/", "used_for": "Format, practice, or subject-matter reference for API Documentation and Integration Guide scope and source checks." } @@ -98329,10 +98329,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Board and Committee Report with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Board and Committee Report with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is board or committee report. Start source review with deloitte.com — Articles / Cybersecurity Board Reporting Guide.", + "summary": "Use this bundle to draft or review Board and Committee Report with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is board or committee report. Start source review with deloitte.com \u2014 Articles / Cybersecurity Board Reporting Guide.", "meta_description": "Free Board and Committee Report Markdown bundle with workflows, source references, and board or committee report for use with AI assistants.", "social_summary": "Board and Committee Report: board or committee report, workflows, and review guidance", - "download_note": "10 Markdown files · 1,466 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,466 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Board and Committee Report", "Teams working in Corporate governance, Financial services, Business services" @@ -98345,7 +98345,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Board and Committee Report and return board or committee report with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with deloitte.com — Articles / Cybersecurity Board Reporting Guide, then confirm that the reference is current and applicable. Inspect Board and Committee Report Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Board and Committee Report and return board or committee report with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with deloitte.com \u2014 Articles / Cybersecurity Board Reporting Guide, then confirm that the reference is current and applicable. Inspect Board and Committee Report Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -98377,7 +98377,7 @@ ], "source_notes": [ { - "label": "deloitte.com — Articles / Cybersecurity Board Reporting Guide", + "label": "deloitte.com \u2014 Articles / Cybersecurity Board Reporting Guide", "url": "https://www.deloitte.com/us/en/services/consulting/articles/cybersecurity-board-reporting-guide.html", "used_for": "Format, practice, or subject-matter reference for Board and Committee Report scope and source checks." } @@ -98523,10 +98523,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Board and Executive Product Update with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Board and Executive Product Update with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is board or executive product update. Start source review with ideaplan.io — Templates / Executive Product Update Template.", + "summary": "Use this bundle to draft or review Board and Executive Product Update with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is board or executive product update. Start source review with ideaplan.io \u2014 Templates / Executive Product Update Template.", "meta_description": "Free Board and Executive Product Update Markdown bundle with workflows, source references, and board or executive product update for use with AI assistants.", "social_summary": "Board and Executive Product Update: board or executive product update, workflows, and review guidance", - "download_note": "10 Markdown files · 1,461 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,461 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Board and Executive Product Update", "Teams working in Product management, Software, Business services" @@ -98539,7 +98539,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Board and Executive Product Update and return board or executive product update with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with ideaplan.io — Templates / Executive Product Update Template, then confirm that the reference is current and applicable. Inspect Board and Executive Product Update Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Board and Executive Product Update and return board or executive product update with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with ideaplan.io \u2014 Templates / Executive Product Update Template, then confirm that the reference is current and applicable. Inspect Board and Executive Product Update Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -98571,7 +98571,7 @@ ], "source_notes": [ { - "label": "ideaplan.io — Templates / Executive Product Update Template", + "label": "ideaplan.io \u2014 Templates / Executive Product Update Template", "url": "https://www.ideaplan.io/templates/executive-product-update-template", "used_for": "Format, practice, or subject-matter reference for Board and Executive Product Update scope and source checks." } @@ -98718,10 +98718,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Go-to-Market Plan with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Go-to-Market Plan with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is go-to-market plan. Start source review with productschool.com — Product Management 2 / Go To Market Strategies Product Managers.", + "summary": "Use this bundle to draft or review Go-to-Market Plan with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is go-to-market plan. Start source review with productschool.com \u2014 Product Management 2 / Go To Market Strategies Product Managers.", "meta_description": "Free Go-to-Market Plan Markdown bundle with workflows, source references, and go-to-market plan for use with AI assistants.", "social_summary": "Go-to-Market Plan: go-to-market plan, workflows, and review guidance", - "download_note": "10 Markdown files · 1,472 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,472 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Go-to-Market Plan", "Teams working in Marketing, Product management, Sales" @@ -98734,7 +98734,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Go-to-Market Plan and return go-to-market plan with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with productschool.com — Product Management 2 / Go To Market Strategies Product Managers, then confirm that the reference is current and applicable. Inspect Go-to-Market Plan Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Go-to-Market Plan and return go-to-market plan with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with productschool.com \u2014 Product Management 2 / Go To Market Strategies Product Managers, then confirm that the reference is current and applicable. Inspect Go-to-Market Plan Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -98766,12 +98766,12 @@ ], "source_notes": [ { - "label": "productschool.com — Product Management 2 / Go To Market Strategies Product Managers", + "label": "productschool.com \u2014 Product Management 2 / Go To Market Strategies Product Managers", "url": "https://productschool.com/blog/product-management-2/go-to-market-strategies-product-managers", "used_for": "Format, practice, or subject-matter reference for Go-to-Market Plan scope and source checks." }, { - "label": "openstax.org — Pages / 2 2 The Marketing Plan", + "label": "openstax.org \u2014 Pages / 2 2 The Marketing Plan", "url": "https://openstax.org/books/principles-marketing/pages/2-2-the-marketing-plan", "used_for": "Format, practice, or subject-matter reference for Go-to-Market Plan scope and source checks." } @@ -98918,10 +98918,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Job Description with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Job Description with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is job description. Start source review with shrm.org — Tools / Job Descriptions.", + "summary": "Use this bundle to draft or review Job Description with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is job description. Start source review with shrm.org \u2014 Tools / Job Descriptions.", "meta_description": "Free Job Description Markdown bundle with workflows, source references, and job description for use with AI assistants.", "social_summary": "Job Description: job description, workflows, and review guidance", - "download_note": "10 Markdown files · 1,475 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,475 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Job Description", "Teams working in Human resources, Business services, Technology" @@ -98934,7 +98934,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Job Description and return job description with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with shrm.org — Tools / Job Descriptions, then confirm that the reference is current and applicable. Inspect Job Description Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Job Description and return job description with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with shrm.org \u2014 Tools / Job Descriptions, then confirm that the reference is current and applicable. Inspect Job Description Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -98966,7 +98966,7 @@ ], "source_notes": [ { - "label": "shrm.org — Tools / Job Descriptions", + "label": "shrm.org \u2014 Tools / Job Descriptions", "url": "https://www.shrm.org/topics-tools/tools/job-descriptions", "used_for": "Format, practice, or subject-matter reference for Job Description scope and source checks." }, @@ -99127,10 +99127,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Onboarding Plan with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Onboarding Plan with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is onboarding plan. Start source review with gainsight.com — Blog / Customer Onboarding Template.", + "summary": "Use this bundle to draft or review Onboarding Plan with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is onboarding plan. Start source review with gainsight.com \u2014 Blog / Customer Onboarding Template.", "meta_description": "Free Onboarding Plan Markdown bundle with workflows, source references, and onboarding plan for use with AI assistants.", "social_summary": "Onboarding Plan: onboarding plan, workflows, and review guidance", - "download_note": "10 Markdown files · 1,435 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,435 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Onboarding Plan", "Teams working in Human resources, Customer success, Business services" @@ -99143,7 +99143,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Onboarding Plan and return onboarding plan with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with gainsight.com — Blog / Customer Onboarding Template, then confirm that the reference is current and applicable. Inspect Onboarding Plan Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Onboarding Plan and return onboarding plan with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with gainsight.com \u2014 Blog / Customer Onboarding Template, then confirm that the reference is current and applicable. Inspect Onboarding Plan Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -99175,7 +99175,7 @@ ], "source_notes": [ { - "label": "gainsight.com — Blog / Customer Onboarding Template", + "label": "gainsight.com \u2014 Blog / Customer Onboarding Template", "url": "https://www.gainsight.com/blog/customer-onboarding-template/", "used_for": "Format, practice, or subject-matter reference for Onboarding Plan scope and source checks." } @@ -99321,10 +99321,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Bill of Lading and Shipping Documentation with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Bill of Lading and Shipping Documentation with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is bill-of-lading review brief. Start source review with help.cbp.gov — Article / Article 1216.", + "summary": "Use this bundle to draft or review Bill of Lading and Shipping Documentation with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is bill-of-lading review brief. Start source review with help.cbp.gov \u2014 Article / Article 1216.", "meta_description": "Free Bill of Lading and Shipping Documentation Markdown bundle with workflows, source references, and bill-of-lading review brief for use with AI.", "social_summary": "Bill of Lading and Shipping Documentation: bill-of-lading review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,567 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,567 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Bill of Lading and Shipping Documentation", "Teams working in Logistics, Manufacturing, International trade" @@ -99337,7 +99337,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Bill of Lading and Shipping Documentation and return bill-of-lading review brief with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with help.cbp.gov — Article / Article 1216, then confirm that the reference is current and applicable. Inspect Bill of Lading and Shipping Documentation Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Bill of Lading and Shipping Documentation and return bill-of-lading review brief with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with help.cbp.gov \u2014 Article / Article 1216, then confirm that the reference is current and applicable. Inspect Bill of Lading and Shipping Documentation Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -99369,7 +99369,7 @@ ], "source_notes": [ { - "label": "help.cbp.gov — Article / Article 1216", + "label": "help.cbp.gov \u2014 Article / Article 1216", "url": "https://www.help.cbp.gov/s/article/Article-1216?language=en_US", "used_for": "Format, practice, or subject-matter reference for Bill of Lading and Shipping Documentation scope and source checks." } @@ -99516,10 +99516,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Business Continuity and Disaster Recovery Plan with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Business Continuity and Disaster Recovery Plan with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is business continuity and disaster recovery plan. Start source review with ready.gov — Business / Emergency Plans.", + "summary": "Use this bundle to draft or review Business Continuity and Disaster Recovery Plan with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is business continuity and disaster recovery plan. Start source review with ready.gov \u2014 Business / Emergency Plans.", "meta_description": "Free Business Continuity and Disaster Recovery Plan Markdown bundle with workflows, source references, and business continuity and disaster recovery plan.", "social_summary": "Business Continuity and Disaster Recovery Plan: business continuity and disaster recovery plan.", - "download_note": "10 Markdown files · 1,583 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,583 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Business Continuity and Disaster Recovery Plan", "Teams working in Business services, Information technology, Government" @@ -99532,7 +99532,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Business Continuity and Disaster Recovery Plan and return business continuity and disaster recovery plan with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with ready.gov — Business / Emergency Plans, then confirm that the reference is current and applicable. Inspect Business Continuity and Disaster Recovery Plan Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Business Continuity and Disaster Recovery Plan and return business continuity and disaster recovery plan with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with ready.gov \u2014 Business / Emergency Plans, then confirm that the reference is current and applicable. Inspect Business Continuity and Disaster Recovery Plan Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -99564,12 +99564,12 @@ ], "source_notes": [ { - "label": "ready.gov — Business / Emergency Plans", + "label": "ready.gov \u2014 Business / Emergency Plans", "url": "https://www.ready.gov/business/emergency-plans", "used_for": "Format, practice, or subject-matter reference for Business Continuity and Disaster Recovery Plan scope and source checks." }, { - "label": "ready.gov — 2020 03 / Business Continuity Plan", + "label": "ready.gov \u2014 2020 03 / Business Continuity Plan", "url": "https://www.ready.gov/sites/default/files/2020-03/business-continuity-plan.pdf", "used_for": "Format, practice, or subject-matter reference for Business Continuity and Disaster Recovery Plan scope and source checks." } @@ -99720,10 +99720,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Analytics Engineer role.", - "summary": "Use this bundle to plan and review Analytics Engineer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is analytics engineering delivery brief. Start source review with O*NET OnLine — Summary / 15 1243.01.", + "summary": "Use this bundle to plan and review Analytics Engineer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is analytics engineering delivery brief. Start source review with O*NET OnLine \u2014 Summary / 15 1243.01.", "meta_description": "Free Analytics Engineer Markdown bundle with workflows, source references, and analytics engineering delivery brief for use with AI assistants.", "social_summary": "Analytics Engineer: analytics engineering delivery brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,482 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,482 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Analytics Engineer work, plus teams reviewing its decisions and outputs", "Teams working in Data and analytics, Software, Financial services" @@ -99736,7 +99736,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Analytics Engineer work by producing analytics engineering delivery brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 15 1243.01, then confirm that the reference is current and applicable. Inspect Analytics Engineer Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Analytics Engineer work by producing analytics engineering delivery brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 15 1243.01, then confirm that the reference is current and applicable. Inspect Analytics Engineer Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -99768,12 +99768,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 1243.01", + "label": "O*NET OnLine \u2014 Summary / 15 1243.01", "url": "https://www.onetonline.org/link/summary/15-1243.01", "used_for": "Role or occupation reference for Analytics Engineer scope and source checks." }, { - "label": "getdbt.com — What Is Analytics Engineering", + "label": "getdbt.com \u2014 What Is Analytics Engineering", "url": "https://www.getdbt.com/what-is-analytics-engineering/", "used_for": "Role or occupation reference for Analytics Engineer scope and source checks." } @@ -99924,10 +99924,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Back-End Developer role.", - "summary": "Use this bundle to plan and review Back-End Developer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is back-end engineering delivery brief. Start source review with O*NET OnLine — Summary / 15 1254.00.", + "summary": "Use this bundle to plan and review Back-End Developer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is back-end engineering delivery brief. Start source review with O*NET OnLine \u2014 Summary / 15 1254.00.", "meta_description": "Free Back-End Developer Markdown bundle with workflows, source references, and back-end engineering delivery brief for use with AI assistants.", "social_summary": "Back-End Developer: back-end engineering delivery brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,357 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,357 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Back-End Developer work, plus teams reviewing its decisions and outputs", "Teams working in Software engineering, Technology" @@ -99940,7 +99940,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Back-End Developer work by producing back-end engineering delivery brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 15 1254.00, then confirm that the reference is current and applicable. Inspect Back-End Developer Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Back-End Developer work by producing back-end engineering delivery brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 15 1254.00, then confirm that the reference is current and applicable. Inspect Back-End Developer Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -99972,7 +99972,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 1254.00", + "label": "O*NET OnLine \u2014 Summary / 15 1254.00", "url": "https://www.onetonline.org/link/summary/15-1254.00", "used_for": "Role or occupation reference for Back-End Developer scope and source checks." } @@ -100121,10 +100121,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Brand / Digital Brand Manager role.", - "summary": "Use this bundle to plan and review Brand / Digital Brand Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is brand decision brief. Start source review with O*NET OnLine — Summary / 11 2021.00.", + "summary": "Use this bundle to plan and review Brand / Digital Brand Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is brand decision brief. Start source review with O*NET OnLine \u2014 Summary / 11 2021.00.", "meta_description": "Free Brand / Digital Brand Manager Markdown bundle with workflows, source references, and brand decision brief for use with AI assistants.", "social_summary": "Brand / Digital Brand Manager: brand decision brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,409 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,409 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Brand / Digital Brand Manager work, plus teams reviewing its decisions and outputs", "Teams working in Marketing, Consumer products" @@ -100137,7 +100137,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Brand / Digital Brand Manager work by producing brand decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 11 2021.00, then confirm that the reference is current and applicable. Inspect Brand / Digital Brand Manager Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Brand / Digital Brand Manager work by producing brand decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 11 2021.00, then confirm that the reference is current and applicable. Inspect Brand / Digital Brand Manager Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -100169,12 +100169,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 11 2021.00", + "label": "O*NET OnLine \u2014 Summary / 11 2021.00", "url": "https://www.onetonline.org/link/summary/11-2021.00", "used_for": "Role or occupation reference for Brand / Digital Brand Manager scope and source checks." }, { - "label": "U.S. Federal Trade Commission — Business Guidance / Advertising Marketing", + "label": "U.S. Federal Trade Commission \u2014 Business Guidance / Advertising Marketing", "url": "https://www.ftc.gov/business-guidance/advertising-marketing", "used_for": "Role or occupation reference for Brand / Digital Brand Manager scope and source checks." } @@ -100324,10 +100324,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Community Manager (Customer / Support Community) role.", - "summary": "Use this bundle to plan and review Community Manager (Customer / Support Community) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is community operations brief. Start source review with European Commission ESCO — Classification / Occupation.", + "summary": "Use this bundle to plan and review Community Manager (Customer / Support Community) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is community operations brief. Start source review with European Commission ESCO \u2014 Classification / Occupation.", "meta_description": "Free Community Manager (Customer / Support Community) Markdown bundle with workflows, source references, and community operations brief for use with AI.", "social_summary": "Community Manager (Customer / Support Community): community operations brief, workflows, and review.", - "download_note": "10 Markdown files · 1,425 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,425 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Community Manager (Customer / Support Community) work, plus teams reviewing its decisions and outputs", "Teams working in Customer experience, Online communities" @@ -100340,7 +100340,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Community Manager (Customer / Support Community) work by producing community operations brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with European Commission ESCO — Classification / Occupation, then confirm that the reference is current and applicable. Inspect Community Manager (Customer / Support Community) Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Community Manager (Customer / Support Community) work by producing community operations brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with European Commission ESCO \u2014 Classification / Occupation, then confirm that the reference is current and applicable. Inspect Community Manager (Customer / Support Community) Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -100372,12 +100372,12 @@ ], "source_notes": [ { - "label": "European Commission ESCO — Classification / Occupation", + "label": "European Commission ESCO \u2014 Classification / Occupation", "url": "https://esco.ec.europa.eu/en/classification/occupation?uri=http%3A%2F%2Fdata.europa.eu%2Fesco%2Foccupation%2F137b1d11-c4bc-4016-89ba-45345d4c71f0", "used_for": "Role or occupation reference for Community Manager (Customer / Support Community) scope and source checks." }, { - "label": "European Data Portal — Occupation / 137b1d11 C4bc 4016 89ba 45345d4c71f0", + "label": "European Data Portal \u2014 Occupation / 137b1d11 C4bc 4016 89ba 45345d4c71f0", "url": "https://data.europa.eu/esco/occupation/137b1d11-c4bc-4016-89ba-45345d4c71f0", "used_for": "Role or occupation reference for Community Manager (Customer / Support Community) scope and source checks." } @@ -100526,10 +100526,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Compliance / SOX Analyst role.", - "summary": "Use this bundle to plan and review Compliance / SOX Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is SOX control assessment brief. Start source review with O*NET OnLine — Summary / 13 1041.00.", + "summary": "Use this bundle to plan and review Compliance / SOX Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is SOX control assessment brief. Start source review with O*NET OnLine \u2014 Summary / 13 1041.00.", "meta_description": "Free Compliance / SOX Analyst Markdown bundle with workflows, source references, and sOX control assessment brief for use with AI assistants.", "social_summary": "Compliance / SOX Analyst: sOX control assessment brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,442 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,442 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Compliance / SOX Analyst work, plus teams reviewing its decisions and outputs", "Teams working in Finance, Audit and compliance" @@ -100542,7 +100542,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Compliance / SOX Analyst work by producing SOX control assessment brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 13 1041.00, then confirm that the reference is current and applicable. Inspect Compliance / SOX Analyst Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Compliance / SOX Analyst work by producing SOX control assessment brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 13 1041.00, then confirm that the reference is current and applicable. Inspect Compliance / SOX Analyst Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -100574,12 +100574,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 1041.00", + "label": "O*NET OnLine \u2014 Summary / 13 1041.00", "url": "https://www.onetonline.org/link/summary/13-1041.00", "used_for": "Role or occupation reference for Compliance / SOX Analyst scope and source checks." }, { - "label": "pcaobus.org — Details / AS2201", + "label": "pcaobus.org \u2014 Details / AS2201", "url": "https://pcaobus.org/oversight/standards/auditing-standards/details/AS2201", "used_for": "Role or occupation reference for Compliance / SOX Analyst scope and source checks." } @@ -100728,10 +100728,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Customer Success Specialist / Associate role.", - "summary": "Use this bundle to plan and review Customer Success Specialist / Associate work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is customer success account brief. Start source review with O*NET OnLine — Summary / 43 4051.00.", + "summary": "Use this bundle to plan and review Customer Success Specialist / Associate work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is customer success account brief. Start source review with O*NET OnLine \u2014 Summary / 43 4051.00.", "meta_description": "Free Customer Success Specialist / Associate Markdown bundle with workflows, source references, and customer success account brief for use with AI.", "social_summary": "Customer Success Specialist / Associate: customer success account brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,418 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,418 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Customer Success Specialist / Associate work, plus teams reviewing its decisions and outputs", "Teams working in Customer success, Software" @@ -100744,7 +100744,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Customer Success Specialist / Associate work by producing customer success account brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 43 4051.00, then confirm that the reference is current and applicable. Inspect Customer Success Specialist / Associate Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Customer Success Specialist / Associate work by producing customer success account brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 43 4051.00, then confirm that the reference is current and applicable. Inspect Customer Success Specialist / Associate Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -100776,7 +100776,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 43 4051.00", + "label": "O*NET OnLine \u2014 Summary / 43 4051.00", "url": "https://www.onetonline.org/link/summary/43-4051.00", "used_for": "Role or occupation reference for Customer Success Specialist / Associate scope and source checks." } @@ -100928,10 +100928,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Data Analyst role.", - "summary": "Use this bundle to plan and review Data Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is data analysis brief. Start source review with European Data Portal — Occupation / D3edb8f8 3a06 47a0 8fb9 9b212c006aa2.", + "summary": "Use this bundle to plan and review Data Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is data analysis brief. Start source review with European Data Portal \u2014 Occupation / D3edb8f8 3a06 47a0 8fb9 9b212c006aa2.", "meta_description": "Free Data Analyst Markdown bundle with workflows, source references, and data analysis brief for use with AI assistants.", "social_summary": "Data Analyst: data analysis brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,408 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,408 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Data Analyst work, plus teams reviewing its decisions and outputs", "Teams working in Data and analytics, Business operations" @@ -100944,7 +100944,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Data Analyst work by producing data analysis brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with European Data Portal — Occupation / D3edb8f8 3a06 47a0 8fb9 9b212c006aa2, then confirm that the reference is current and applicable. Inspect Data Analyst Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Data Analyst work by producing data analysis brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with European Data Portal \u2014 Occupation / D3edb8f8 3a06 47a0 8fb9 9b212c006aa2, then confirm that the reference is current and applicable. Inspect Data Analyst Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -100976,12 +100976,12 @@ ], "source_notes": [ { - "label": "European Data Portal — Occupation / D3edb8f8 3a06 47a0 8fb9 9b212c006aa2", + "label": "European Data Portal \u2014 Occupation / D3edb8f8 3a06 47a0 8fb9 9b212c006aa2", "url": "https://data.europa.eu/esco/occupation/d3edb8f8-3a06-47a0-8fb9-9b212c006aa2", "used_for": "Role or occupation reference for Data Analyst scope and source checks." }, { - "label": "O*NET OnLine — Summary / 15 2051.01", + "label": "O*NET OnLine \u2014 Summary / 15 2051.01", "url": "https://www.onetonline.org/link/summary/15-2051.01", "used_for": "Role or occupation reference for Data Analyst scope and source checks." } @@ -101131,10 +101131,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Design Researcher role.", - "summary": "Use this bundle to plan and review Design Researcher work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is design research brief. Start source review with O*NET OnLine — Details / 15 1255.00.", + "summary": "Use this bundle to plan and review Design Researcher work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is design research brief. Start source review with O*NET OnLine \u2014 Details / 15 1255.00.", "meta_description": "Free Design Researcher Markdown bundle with workflows, source references, and design research brief for use with AI assistants.", "social_summary": "Design Researcher: design research brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,389 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,389 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Design Researcher work, plus teams reviewing its decisions and outputs", "Teams working in Product design, Research" @@ -101147,7 +101147,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Design Researcher work by producing design research brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 15 1255.00, then confirm that the reference is current and applicable. Inspect Design Researcher Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Design Researcher work by producing design research brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 15 1255.00, then confirm that the reference is current and applicable. Inspect Design Researcher Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -101179,17 +101179,17 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 15 1255.00", + "label": "O*NET OnLine \u2014 Details / 15 1255.00", "url": "https://www.onetonline.org/link/details/15-1255.00", "used_for": "Role or occupation reference for Design Researcher scope and source checks." }, { - "label": "O*NET OnLine — Summary / 15 1255.00", + "label": "O*NET OnLine \u2014 Summary / 15 1255.00", "url": "https://www.onetonline.org/link/summary/15-1255.00", "used_for": "Role or occupation reference for Design Researcher scope and source checks." }, { - "label": "U.S. Department of Health and Human Services — Regulations And Policy / Belmont Report", + "label": "U.S. Department of Health and Human Services \u2014 Regulations And Policy / Belmont Report", "url": "https://www.hhs.gov/ohrp/regulations-and-policy/belmont-report/index.html", "used_for": "Role or occupation reference for Design Researcher scope and source checks." } @@ -101340,10 +101340,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Full-Stack Developer role.", - "summary": "Use this bundle to plan and review Full-Stack Developer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is full-stack delivery brief. Start source review with O*NET OnLine — Summary / 15 1254.00.", + "summary": "Use this bundle to plan and review Full-Stack Developer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is full-stack delivery brief. Start source review with O*NET OnLine \u2014 Summary / 15 1254.00.", "meta_description": "Free Full-Stack Developer Markdown bundle with workflows, source references, and full-stack delivery brief for use with AI assistants.", "social_summary": "Full-Stack Developer: full-stack delivery brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,370 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,370 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Full-Stack Developer work, plus teams reviewing its decisions and outputs", "Teams working in Software engineering, Technology" @@ -101356,7 +101356,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Full-Stack Developer work by producing full-stack delivery brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 15 1254.00, then confirm that the reference is current and applicable. Inspect Full-Stack Developer Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Full-Stack Developer work by producing full-stack delivery brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 15 1254.00, then confirm that the reference is current and applicable. Inspect Full-Stack Developer Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -101388,12 +101388,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 1254.00", + "label": "O*NET OnLine \u2014 Summary / 15 1254.00", "url": "https://www.onetonline.org/link/summary/15-1254.00", "used_for": "Role or occupation reference for Full-Stack Developer scope and source checks." }, { - "label": "W3C — Standards Guidelines / Wcag", + "label": "W3C \u2014 Standards Guidelines / Wcag", "url": "https://www.w3.org/WAI/standards-guidelines/wcag/", "used_for": "Role or occupation reference for Full-Stack Developer scope and source checks." } @@ -101544,10 +101544,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the General and Operations Manager role.", - "summary": "Use this bundle to plan and review General and Operations Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is operations decision brief. Start source review with O*NET OnLine — Summary / 11 1021.00.", + "summary": "Use this bundle to plan and review General and Operations Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is operations decision brief. Start source review with O*NET OnLine \u2014 Summary / 11 1021.00.", "meta_description": "Free General and Operations Manager Markdown bundle with workflows, source references, and operations decision brief for use with AI assistants.", "social_summary": "General and Operations Manager: operations decision brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,415 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,415 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting General and Operations Manager work, plus teams reviewing its decisions and outputs", "Teams working in Business operations, Management" @@ -101560,7 +101560,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach General and Operations Manager work by producing operations decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 11 1021.00, then confirm that the reference is current and applicable. Inspect General and Operations Manager Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach General and Operations Manager work by producing operations decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 11 1021.00, then confirm that the reference is current and applicable. Inspect General and Operations Manager Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -101592,7 +101592,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 11 1021.00", + "label": "O*NET OnLine \u2014 Summary / 11 1021.00", "url": "https://www.onetonline.org/link/summary/11-1021.00", "used_for": "Role or occupation reference for General and Operations Manager scope and source checks." } @@ -101740,10 +101740,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Influencer Marketing Manager role.", - "summary": "Use this bundle to plan and review Influencer Marketing Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is influencer campaign brief. Start source review with O*NET OnLine — Summary / 11 2021.00.", + "summary": "Use this bundle to plan and review Influencer Marketing Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is influencer campaign brief. Start source review with O*NET OnLine \u2014 Summary / 11 2021.00.", "meta_description": "Free Influencer Marketing Manager Markdown bundle with workflows, source references, and influencer campaign brief for use with AI assistants.", "social_summary": "Influencer Marketing Manager: influencer campaign brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,408 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,408 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Influencer Marketing Manager work, plus teams reviewing its decisions and outputs", "Teams working in Marketing, Advertising" @@ -101756,7 +101756,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Influencer Marketing Manager work by producing influencer campaign brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 11 2021.00, then confirm that the reference is current and applicable. Inspect Influencer Marketing Manager Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Influencer Marketing Manager work by producing influencer campaign brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 11 2021.00, then confirm that the reference is current and applicable. Inspect Influencer Marketing Manager Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -101788,12 +101788,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 11 2021.00", + "label": "O*NET OnLine \u2014 Summary / 11 2021.00", "url": "https://www.onetonline.org/link/summary/11-2021.00", "used_for": "Role or occupation reference for Influencer Marketing Manager scope and source checks." }, { - "label": "U.S. Federal Trade Commission — Resources / Disclosures 101 Social Media Influencers", + "label": "U.S. Federal Trade Commission \u2014 Resources / Disclosures 101 Social Media Influencers", "url": "https://www.ftc.gov/business-guidance/resources/disclosures-101-social-media-influencers", "used_for": "Role or occupation reference for Influencer Marketing Manager scope and source checks." } @@ -101939,10 +101939,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Lawyer / Attorney role.", - "summary": "Use this bundle to plan and review Lawyer / Attorney work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is legal work-product brief. Start source review with O*NET OnLine — Summary / 23 1011.00.", + "summary": "Use this bundle to plan and review Lawyer / Attorney work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is legal work-product brief. Start source review with O*NET OnLine \u2014 Summary / 23 1011.00.", "meta_description": "Free Lawyer / Attorney Markdown bundle with workflows, source references, and legal work-product brief for use with AI assistants.", "social_summary": "Lawyer / Attorney: legal work-product brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,462 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,462 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Lawyer / Attorney work, plus teams reviewing its decisions and outputs", "Teams working in Legal services, Compliance" @@ -101955,7 +101955,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Lawyer / Attorney work by producing legal work-product brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 23 1011.00, then confirm that the reference is current and applicable. Inspect Lawyer / Attorney Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Lawyer / Attorney work by producing legal work-product brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 23 1011.00, then confirm that the reference is current and applicable. Inspect Lawyer / Attorney Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -101987,12 +101987,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 23 1011.00", + "label": "O*NET OnLine \u2014 Summary / 23 1011.00", "url": "https://www.onetonline.org/link/summary/23-1011.00", "used_for": "Role or occupation reference for Lawyer / Attorney scope and source checks." }, { - "label": "americanbar.org — Publications / Model Rules Of Professional Conduct", + "label": "americanbar.org \u2014 Publications / Model Rules Of Professional Conduct", "url": "https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/", "used_for": "Role or occupation reference for Lawyer / Attorney scope and source checks." } @@ -102152,10 +102152,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Marketing / Web Analytics Specialist role.", - "summary": "Use this bundle to plan and review Marketing / Web Analytics Specialist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is web analytics measurement brief. Start source review with O*NET OnLine — Summary / 13 1161.01.", + "summary": "Use this bundle to plan and review Marketing / Web Analytics Specialist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is web analytics measurement brief. Start source review with O*NET OnLine \u2014 Summary / 13 1161.01.", "meta_description": "Free Marketing / Web Analytics Specialist Markdown bundle with workflows, source references, and web analytics measurement brief for use with AI assistants.", "social_summary": "Marketing / Web Analytics Specialist: web analytics measurement brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,438 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,438 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Marketing / Web Analytics Specialist work, plus teams reviewing its decisions and outputs", "Teams working in Marketing, Data and analytics" @@ -102168,7 +102168,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Marketing / Web Analytics Specialist work by producing web analytics measurement brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 13 1161.01, then confirm that the reference is current and applicable. Inspect Marketing / Web Analytics Specialist Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Marketing / Web Analytics Specialist work by producing web analytics measurement brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 13 1161.01, then confirm that the reference is current and applicable. Inspect Marketing / Web Analytics Specialist Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -102200,12 +102200,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 1161.01", + "label": "O*NET OnLine \u2014 Summary / 13 1161.01", "url": "https://www.onetonline.org/link/summary/13-1161.01", "used_for": "Role or occupation reference for Marketing / Web Analytics Specialist scope and source checks." }, { - "label": "Google Help — Answer / 10089681", + "label": "Google Help \u2014 Answer / 10089681", "url": "https://support.google.com/analytics/answer/10089681", "used_for": "Role or occupation reference for Marketing / Web Analytics Specialist scope and source checks." } @@ -102358,10 +102358,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Platform / API Product Manager role.", - "summary": "Use this bundle to plan and review Platform / API Product Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is platform API product brief. Start source review with European Data Portal — Occupation / A79170ad 0b7b 4697 864f 1748359aa10a.", + "summary": "Use this bundle to plan and review Platform / API Product Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is platform API product brief. Start source review with European Data Portal \u2014 Occupation / A79170ad 0b7b 4697 864f 1748359aa10a.", "meta_description": "Free Platform / API Product Manager Markdown bundle with workflows, source references, and platform API product brief for use with AI assistants.", "social_summary": "Platform / API Product Manager: platform API product brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,455 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,455 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Platform / API Product Manager work, plus teams reviewing its decisions and outputs", "Teams working in Product management, Developer platforms" @@ -102374,7 +102374,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Platform / API Product Manager work by producing platform API product brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with European Data Portal — Occupation / A79170ad 0b7b 4697 864f 1748359aa10a, then confirm that the reference is current and applicable. Inspect Platform / API Product Manager Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Platform / API Product Manager work by producing platform API product brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with European Data Portal \u2014 Occupation / A79170ad 0b7b 4697 864f 1748359aa10a, then confirm that the reference is current and applicable. Inspect Platform / API Product Manager Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -102406,12 +102406,12 @@ ], "source_notes": [ { - "label": "European Data Portal — Occupation / A79170ad 0b7b 4697 864f 1748359aa10a", + "label": "European Data Portal \u2014 Occupation / A79170ad 0b7b 4697 864f 1748359aa10a", "url": "https://data.europa.eu/esco/occupation/a79170ad-0b7b-4697-864f-1748359aa10a", "used_for": "Role or occupation reference for Platform / API Product Manager scope and source checks." }, { - "label": "spec.openapis.org — Oas", + "label": "spec.openapis.org \u2014 Oas", "url": "https://spec.openapis.org/oas/", "used_for": "Role or occupation reference for Platform / API Product Manager scope and source checks." } @@ -102561,10 +102561,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Revenue Operations (RevOps) Manager role.", - "summary": "Use this bundle to plan and review Revenue Operations (RevOps) Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is revenue operations brief. Start source review with O*NET OnLine — Details / 11 2022.00.", + "summary": "Use this bundle to plan and review Revenue Operations (RevOps) Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is revenue operations brief. Start source review with O*NET OnLine \u2014 Details / 11 2022.00.", "meta_description": "Free Revenue Operations (RevOps) Manager Markdown bundle with workflows, source references, and revenue operations brief for use with AI assistants.", "social_summary": "Revenue Operations (RevOps) Manager: revenue operations brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,437 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,437 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Revenue Operations (RevOps) Manager work, plus teams reviewing its decisions and outputs", "Teams working in Revenue operations, Sales" @@ -102577,7 +102577,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Revenue Operations (RevOps) Manager work by producing revenue operations brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 11 2022.00, then confirm that the reference is current and applicable. Inspect Revenue Operations (RevOps) Manager Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Revenue Operations (RevOps) Manager work by producing revenue operations brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 11 2022.00, then confirm that the reference is current and applicable. Inspect Revenue Operations (RevOps) Manager Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -102609,12 +102609,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 11 2022.00", + "label": "O*NET OnLine \u2014 Details / 11 2022.00", "url": "https://www.onetonline.org/link/details/11-2022.00", "used_for": "Role or occupation reference for Revenue Operations (RevOps) Manager scope and source checks." }, { - "label": "O*NET OnLine — Summary / 11 2022.00", + "label": "O*NET OnLine \u2014 Summary / 11 2022.00", "url": "https://www.onetonline.org/link/summary/11-2022.00", "used_for": "Role or occupation reference for Revenue Operations (RevOps) Manager scope and source checks." } @@ -102765,10 +102765,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Sales Engineer / Solutions Engineer (Pre-Sales) role.", - "summary": "Use this bundle to plan and review Sales Engineer / Solutions Engineer (Pre-Sales) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is solution assessment brief. Start source review with O*NET OnLine — Summary / 41 9031.00.", + "summary": "Use this bundle to plan and review Sales Engineer / Solutions Engineer (Pre-Sales) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is solution assessment brief. Start source review with O*NET OnLine \u2014 Summary / 41 9031.00.", "meta_description": "Free Sales Engineer / Solutions Engineer (Pre-Sales) Markdown bundle with workflows, source references, and solution assessment brief for use with AI.", "social_summary": "Sales Engineer / Solutions Engineer (Pre-Sales): solution assessment brief, workflows, and review.", - "download_note": "10 Markdown files · 1,494 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,494 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Sales Engineer / Solutions Engineer (Pre-Sales) work, plus teams reviewing its decisions and outputs", "Teams working in Sales, Technology" @@ -102781,7 +102781,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Sales Engineer / Solutions Engineer (Pre-Sales) work by producing solution assessment brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 41 9031.00, then confirm that the reference is current and applicable. Inspect Sales Engineer / Solutions Engineer (Pre-Sales) Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Sales Engineer / Solutions Engineer (Pre-Sales) work by producing solution assessment brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 41 9031.00, then confirm that the reference is current and applicable. Inspect Sales Engineer / Solutions Engineer (Pre-Sales) Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -102813,7 +102813,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 41 9031.00", + "label": "O*NET OnLine \u2014 Summary / 41 9031.00", "url": "https://www.onetonline.org/link/summary/41-9031.00", "used_for": "Role or occupation reference for Sales Engineer / Solutions Engineer (Pre-Sales) scope and source checks." } @@ -102991,7 +102991,7 @@ "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Site Reliability Engineer (SRE) role.", "meta_description": "Free Site Reliability Engineer (SRE) Markdown bundle with workflows, source references, and service reliability brief for use with AI assistants.", "social_summary": "Site Reliability Engineer (SRE): service reliability brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,444 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,444 words \u00b7 no signup \u00b7 CC-BY-4.0", "featured_contents": [ { "type": "Role guide", @@ -103020,17 +103020,17 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 1252.00", + "label": "O*NET OnLine \u2014 Summary / 15 1252.00", "url": "https://www.onetonline.org/link/summary/15-1252.00", "used_for": "Role or occupation reference for Site Reliability Engineer (SRE) scope and source checks." }, { - "label": "sre.google — Workbook / implementing slos", + "label": "sre.google \u2014 Workbook / implementing slos", "url": "https://sre.google/workbook/implementing-slos/", "used_for": "Role or occupation reference for Site Reliability Engineer (SRE) scope and source checks." }, { - "label": "sre.google — Workbook / error budget policy", + "label": "sre.google \u2014 Workbook / error budget policy", "url": "https://sre.google/workbook/error-budget-policy/", "used_for": "Role or occupation reference for Site Reliability Engineer (SRE) scope and source checks." } @@ -103177,10 +103177,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Software Architect role.", - "summary": "Use this bundle to plan and review Software Architect work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is architecture decision brief. Start source review with European Commission ESCO — Classification / Occupation Main.", + "summary": "Use this bundle to plan and review Software Architect work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is architecture decision brief. Start source review with European Commission ESCO \u2014 Classification / Occupation Main.", "meta_description": "Free Software Architect Markdown bundle with workflows, source references, and architecture decision brief for use with AI assistants.", "social_summary": "Software Architect: architecture decision brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,397 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,397 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Software Architect work, plus teams reviewing its decisions and outputs", "Teams working in Software engineering, Architecture" @@ -103193,7 +103193,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Software Architect work by producing architecture decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with European Commission ESCO — Classification / Occupation Main, then confirm that the reference is current and applicable. Inspect Software Architect Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Software Architect work by producing architecture decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with European Commission ESCO \u2014 Classification / Occupation Main, then confirm that the reference is current and applicable. Inspect Software Architect Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -103225,17 +103225,17 @@ ], "source_notes": [ { - "label": "European Commission ESCO — Classification / Occupation Main", + "label": "European Commission ESCO \u2014 Classification / Occupation Main", "url": "https://esco.ec.europa.eu/en/classification/occupation_main", "used_for": "Role or occupation reference for Software Architect scope and source checks." }, { - "label": "European Data Portal — Occupation / 2512.3", + "label": "European Data Portal \u2014 Occupation / 2512.3", "url": "https://data.europa.eu/esco/occupation/2512.3", "used_for": "Role or occupation reference for Software Architect scope and source checks." }, { - "label": "O*NET OnLine — Summary / 15 1299.08", + "label": "O*NET OnLine \u2014 Summary / 15 1299.08", "url": "https://www.onetonline.org/link/summary/15-1299.08", "used_for": "Role or occupation reference for Software Architect scope and source checks." } @@ -103385,10 +103385,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Treasury Analyst / Corporate Treasurer role.", - "summary": "Use this bundle to plan and review Treasury Analyst / Corporate Treasurer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is treasury decision brief. Start source review with O*NET OnLine — Summary / 11 3031.01.", + "summary": "Use this bundle to plan and review Treasury Analyst / Corporate Treasurer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is treasury decision brief. Start source review with O*NET OnLine \u2014 Summary / 11 3031.01.", "meta_description": "Free Treasury Analyst / Corporate Treasurer Markdown bundle with workflows, source references, and treasury decision brief for use with AI assistants.", "social_summary": "Treasury Analyst / Corporate Treasurer: treasury decision brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,464 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,464 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Treasury Analyst / Corporate Treasurer work, plus teams reviewing its decisions and outputs", "Teams working in Finance, Treasury" @@ -103401,7 +103401,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Treasury Analyst / Corporate Treasurer work by producing treasury decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 11 3031.01, then confirm that the reference is current and applicable. Inspect Treasury Analyst / Corporate Treasurer Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Treasury Analyst / Corporate Treasurer work by producing treasury decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 11 3031.01, then confirm that the reference is current and applicable. Inspect Treasury Analyst / Corporate Treasurer Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -103433,7 +103433,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 11 3031.01", + "label": "O*NET OnLine \u2014 Summary / 11 3031.01", "url": "https://www.onetonline.org/link/summary/11-3031.01", "used_for": "Role or occupation reference for Treasury Analyst / Corporate Treasurer scope and source checks." } @@ -103594,10 +103594,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Content Creator / Social Media Producer role.", - "summary": "Use this bundle to plan and review Content Creator / Social Media Producer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is content production brief. Start source review with abs.gov.au — 2311 / 231133.", + "summary": "Use this bundle to plan and review Content Creator / Social Media Producer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is content production brief. Start source review with abs.gov.au \u2014 2311 / 231133.", "meta_description": "Free Content Creator / Social Media Producer Markdown bundle with workflows, source references, and content production brief for use with AI assistants.", "social_summary": "Content Creator / Social Media Producer: content production brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,481 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,481 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Content Creator / Social Media Producer work, plus teams reviewing its decisions and outputs", "Teams working in Media, Marketing" @@ -103610,7 +103610,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Content Creator / Social Media Producer work by producing content production brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with abs.gov.au — 2311 / 231133, then confirm that the reference is current and applicable. Inspect Content Creator / Social Media Producer Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Content Creator / Social Media Producer work by producing content production brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with abs.gov.au \u2014 2311 / 231133, then confirm that the reference is current and applicable. Inspect Content Creator / Social Media Producer Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -103642,17 +103642,17 @@ ], "source_notes": [ { - "label": "abs.gov.au — 2311 / 231133", + "label": "abs.gov.au \u2014 2311 / 231133", "url": "https://www.abs.gov.au/statistics/classifications/osca-occupation-standard-classification-australia/2024-version-1-0/browse-classification/2/23/231/2311/231133", "used_for": "Role or occupation reference for Content Creator / Social Media Producer scope and source checks." }, { - "label": "abs.gov.au — 2311 / 231133", + "label": "abs.gov.au \u2014 2311 / 231133", "url": "https://www.abs.gov.au/statistics/classifications/occupation-standard-classification-australia/2024-version-1-0/browse-classification/2/23/231/2311/231133", "used_for": "Role or occupation reference for Content Creator / Social Media Producer scope and source checks." }, { - "label": "U.S. Federal Trade Commission — Resources / Disclosures 101 Social Media Influencers", + "label": "U.S. Federal Trade Commission \u2014 Resources / Disclosures 101 Social Media Influencers", "url": "https://www.ftc.gov/business-guidance/resources/disclosures-101-social-media-influencers", "used_for": "Role or occupation reference for Content Creator / Social Media Producer scope and source checks." } @@ -103802,10 +103802,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Market Research Analyst role.", - "summary": "Use this bundle to plan and review Market Research Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is market research brief. Start source review with O*NET OnLine — Summary / 13 1161.00.", + "summary": "Use this bundle to plan and review Market Research Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is market research brief. Start source review with O*NET OnLine \u2014 Summary / 13 1161.00.", "meta_description": "Free Market Research Analyst Markdown bundle with workflows, source references, and market research brief for use with AI assistants.", "social_summary": "Market Research Analyst: market research brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,411 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,411 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Market Research Analyst work, plus teams reviewing its decisions and outputs", "Teams working in Market research, Business strategy" @@ -103818,7 +103818,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Market Research Analyst work by producing market research brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 13 1161.00, then confirm that the reference is current and applicable. Inspect Market Research Analyst Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Market Research Analyst work by producing market research brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 13 1161.00, then confirm that the reference is current and applicable. Inspect Market Research Analyst Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -103850,7 +103850,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 1161.00", + "label": "O*NET OnLine \u2014 Summary / 13 1161.00", "url": "https://www.onetonline.org/link/summary/13-1161.00", "used_for": "Role or occupation reference for Market Research Analyst scope and source checks." } @@ -103999,10 +103999,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Sales Enablement Manager role.", - "summary": "Use this bundle to plan and review Sales Enablement Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is sales enablement program brief. Start source review with O*NET OnLine — Details / 11 2022.00.", + "summary": "Use this bundle to plan and review Sales Enablement Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is sales enablement program brief. Start source review with O*NET OnLine \u2014 Details / 11 2022.00.", "meta_description": "Free Sales Enablement Manager Markdown bundle with workflows, source references, and sales enablement program brief for use with AI assistants.", "social_summary": "Sales Enablement Manager: sales enablement program brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,438 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,438 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Sales Enablement Manager work, plus teams reviewing its decisions and outputs", "Teams working in Sales, Learning and development" @@ -104015,7 +104015,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Sales Enablement Manager work by producing sales enablement program brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 11 2022.00, then confirm that the reference is current and applicable. Inspect Sales Enablement Manager Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Sales Enablement Manager work by producing sales enablement program brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 11 2022.00, then confirm that the reference is current and applicable. Inspect Sales Enablement Manager Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -104047,12 +104047,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 11 2022.00", + "label": "O*NET OnLine \u2014 Details / 11 2022.00", "url": "https://www.onetonline.org/link/details/11-2022.00", "used_for": "Role or occupation reference for Sales Enablement Manager scope and source checks." }, { - "label": "O*NET OnLine — Summary / 11 2022.00", + "label": "O*NET OnLine \u2014 Summary / 11 2022.00", "url": "https://www.onetonline.org/link/summary/11-2022.00", "used_for": "Role or occupation reference for Sales Enablement Manager scope and source checks." } @@ -104204,10 +104204,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Sales Operations Analyst role.", - "summary": "Use this bundle to plan and review Sales Operations Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is sales operations brief. Start source review with careercenter.nsps.us.com — Career / Sales Operations Analyst.", + "summary": "Use this bundle to plan and review Sales Operations Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is sales operations brief. Start source review with careercenter.nsps.us.com \u2014 Career / Sales Operations Analyst.", "meta_description": "Free Sales Operations Analyst Markdown bundle with workflows, source references, and sales operations brief for use with AI assistants.", "social_summary": "Sales Operations Analyst: sales operations brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,408 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,408 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Sales Operations Analyst work, plus teams reviewing its decisions and outputs", "Teams working in Sales operations, Data and analytics" @@ -104220,7 +104220,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Sales Operations Analyst work by producing sales operations brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with careercenter.nsps.us.com — Career / Sales Operations Analyst, then confirm that the reference is current and applicable. Inspect Sales Operations Analyst Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Sales Operations Analyst work by producing sales operations brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with careercenter.nsps.us.com \u2014 Career / Sales Operations Analyst, then confirm that the reference is current and applicable. Inspect Sales Operations Analyst Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -104252,12 +104252,12 @@ ], "source_notes": [ { - "label": "careercenter.nsps.us.com — Career / Sales Operations Analyst", + "label": "careercenter.nsps.us.com \u2014 Career / Sales Operations Analyst", "url": "https://careercenter.nsps.us.com/career/sales-operations-analyst", "used_for": "Role or occupation reference for Sales Operations Analyst scope and source checks." }, { - "label": "O*NET OnLine — Summary / 13 1199.00", + "label": "O*NET OnLine \u2014 Summary / 13 1199.00", "url": "https://www.onetonline.org/link/summary/13-1199.00", "used_for": "Role or occupation reference for Sales Operations Analyst scope and source checks." } @@ -104406,10 +104406,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Sales Representatives, Wholesale and Manufacturing (Except Technical/Scientific) role.", - "summary": "Use this bundle to plan and review Sales Representatives, Wholesale and Manufacturing (Except Technical/Scientific) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is account and offer brief. Start source review with O*NET OnLine — Summary / 41 4012.00.", + "summary": "Use this bundle to plan and review Sales Representatives, Wholesale and Manufacturing (Except Technical/Scientific) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is account and offer brief. Start source review with O*NET OnLine \u2014 Summary / 41 4012.00.", "meta_description": "Free Sales Representatives, Wholesale and Manufacturing (Except Technical/Scientific) Markdown bundle with workflows, source references, and account and.", "social_summary": "Sales Representatives, Wholesale and Manufacturing (Except Technical/Scientific): account and offer.", - "download_note": "10 Markdown files · 1,531 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,531 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Sales Representatives, Wholesale and Manufacturing (Except Technical/Scientific) work, plus teams reviewing its decisions and outputs", "Teams working in Sales, Wholesale and manufacturing" @@ -104422,7 +104422,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Sales Representatives, Wholesale and Manufacturing (Except Technical/Scientific) work by producing account and offer brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 41 4012.00, then confirm that the reference is current and applicable. Inspect Sales Representatives, Wholesale and Manufacturing (Except Technical/Scientific) Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Sales Representatives, Wholesale and Manufacturing (Except Technical/Scientific) work by producing account and offer brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 41 4012.00, then confirm that the reference is current and applicable. Inspect Sales Representatives, Wholesale and Manufacturing (Except Technical/Scientific) Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -104454,7 +104454,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 41 4012.00", + "label": "O*NET OnLine \u2014 Summary / 41 4012.00", "url": "https://www.onetonline.org/link/summary/41-4012.00", "used_for": "Role or occupation reference for Sales Representatives, Wholesale and Manufacturing (Except Technical/Scientific) scope and source checks." } @@ -104603,10 +104603,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Search Marketing Strategist role.", - "summary": "Use this bundle to plan and review Search Marketing Strategist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is search marketing brief. Start source review with O*NET OnLine — Summary / 13 1161.01.", + "summary": "Use this bundle to plan and review Search Marketing Strategist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is search marketing brief. Start source review with O*NET OnLine \u2014 Summary / 13 1161.01.", "meta_description": "Free Search Marketing Strategist Markdown bundle with workflows, source references, and search marketing brief for use with AI assistants.", "social_summary": "Search Marketing Strategist: search marketing brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,448 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,448 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Search Marketing Strategist work, plus teams reviewing its decisions and outputs", "Teams working in Marketing, Search" @@ -104619,7 +104619,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Search Marketing Strategist work by producing search marketing brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 13 1161.01, then confirm that the reference is current and applicable. Inspect Search Marketing Strategist Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Search Marketing Strategist work by producing search marketing brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 13 1161.01, then confirm that the reference is current and applicable. Inspect Search Marketing Strategist Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -104651,12 +104651,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 1161.01", + "label": "O*NET OnLine \u2014 Summary / 13 1161.01", "url": "https://www.onetonline.org/link/summary/13-1161.01", "used_for": "Role or occupation reference for Search Marketing Strategist scope and source checks." }, { - "label": "Google for Developers — Fundamentals / Seo Starter Guide", + "label": "Google for Developers \u2014 Fundamentals / Seo Starter Guide", "url": "https://developers.google.com/search/docs/fundamentals/seo-starter-guide", "used_for": "Role or occupation reference for Search Marketing Strategist scope and source checks." } @@ -104804,10 +104804,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the UI Designer role.", - "summary": "Use this bundle to plan and review UI Designer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is UI design brief. Start source review with O*NET OnLine — Details / 15 1255.00.", + "summary": "Use this bundle to plan and review UI Designer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is UI design brief. Start source review with O*NET OnLine \u2014 Details / 15 1255.00.", "meta_description": "Free UI Designer Markdown bundle with workflows, source references, and uI design brief for use with AI assistants.", "social_summary": "UI Designer: uI design brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,415 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,415 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting UI Designer work, plus teams reviewing its decisions and outputs", "Teams working in Product design, Software" @@ -104820,7 +104820,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach UI Designer work by producing UI design brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 15 1255.00, then confirm that the reference is current and applicable. Inspect UI Designer Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach UI Designer work by producing UI design brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 15 1255.00, then confirm that the reference is current and applicable. Inspect UI Designer Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -104852,12 +104852,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 15 1255.00", + "label": "O*NET OnLine \u2014 Details / 15 1255.00", "url": "https://www.onetonline.org/link/details/15-1255.00", "used_for": "Role or occupation reference for UI Designer scope and source checks." }, { - "label": "W3C — TR / WCAG22", + "label": "W3C \u2014 TR / WCAG22", "url": "https://www.w3.org/TR/WCAG22/", "used_for": "Role or occupation reference for UI Designer scope and source checks." } @@ -105007,10 +105007,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Application Integration / API Engineer role.", - "summary": "Use this bundle to plan and review Application Integration / API Engineer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is integration delivery brief. Start source review with European Commission ESCO — Classification / Occupation.", + "summary": "Use this bundle to plan and review Application Integration / API Engineer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is integration delivery brief. Start source review with European Commission ESCO \u2014 Classification / Occupation.", "meta_description": "Free Application Integration / API Engineer Markdown bundle with workflows, source references, and integration delivery brief for use with AI assistants.", "social_summary": "Application Integration / API Engineer: integration delivery brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,467 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,467 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Application Integration / API Engineer work, plus teams reviewing its decisions and outputs", "Teams working in Software engineering, Technology" @@ -105023,7 +105023,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Application Integration / API Engineer work by producing integration delivery brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with European Commission ESCO — Classification / Occupation, then confirm that the reference is current and applicable. Inspect Application Integration / API Engineer Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Application Integration / API Engineer work by producing integration delivery brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with European Commission ESCO \u2014 Classification / Occupation, then confirm that the reference is current and applicable. Inspect Application Integration / API Engineer Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -105055,12 +105055,12 @@ ], "source_notes": [ { - "label": "European Commission ESCO — Classification / Occupation", + "label": "European Commission ESCO \u2014 Classification / Occupation", "url": "https://esco.ec.europa.eu/en/classification/occupation?uri=http://data.europa.eu/esco/occupation/07e60525-1aad-4099-aaf3-2c7014c92212", "used_for": "Role or occupation reference for Application Integration / API Engineer scope and source checks." }, { - "label": "spec.openapis.org — Oas", + "label": "spec.openapis.org \u2014 Oas", "url": "https://spec.openapis.org/oas/", "used_for": "Role or occupation reference for Application Integration / API Engineer scope and source checks." } @@ -105207,10 +105207,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Art Director role.", - "summary": "Use this bundle to plan and review Art Director work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is creative direction brief. Start source review with O*NET OnLine — Summary / 27 1011.00.", + "summary": "Use this bundle to plan and review Art Director work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is creative direction brief. Start source review with O*NET OnLine \u2014 Summary / 27 1011.00.", "meta_description": "Free Art Director Markdown bundle with workflows, source references, and creative direction brief for use with AI assistants.", "social_summary": "Art Director: creative direction brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,418 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,418 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Art Director work, plus teams reviewing its decisions and outputs", "Teams working in Creative services, Marketing" @@ -105223,7 +105223,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Art Director work by producing creative direction brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 27 1011.00, then confirm that the reference is current and applicable. Inspect Art Director Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Art Director work by producing creative direction brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 27 1011.00, then confirm that the reference is current and applicable. Inspect Art Director Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -105255,7 +105255,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 27 1011.00", + "label": "O*NET OnLine \u2014 Summary / 27 1011.00", "url": "https://www.onetonline.org/link/summary/27-1011.00", "used_for": "Role or occupation reference for Art Director scope and source checks." } @@ -105405,10 +105405,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Compensation & Benefits Manager role.", - "summary": "Use this bundle to plan and review Compensation & Benefits Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is total rewards decision brief. Start source review with O*NET OnLine — Summary / 11 3111.00.", + "summary": "Use this bundle to plan and review Compensation & Benefits Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is total rewards decision brief. Start source review with O*NET OnLine \u2014 Summary / 11 3111.00.", "meta_description": "Free Compensation & Benefits Manager Markdown bundle with workflows, source references, and total rewards decision brief for use with AI assistants.", "social_summary": "Compensation & Benefits Manager: total rewards decision brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,501 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,501 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Compensation & Benefits Manager work, plus teams reviewing its decisions and outputs", "Teams working in Human resources, Total rewards" @@ -105421,7 +105421,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Compensation & Benefits Manager work by producing total rewards decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 11 3111.00, then confirm that the reference is current and applicable. Inspect Compensation & Benefits Manager Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Compensation & Benefits Manager work by producing total rewards decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 11 3111.00, then confirm that the reference is current and applicable. Inspect Compensation & Benefits Manager Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -105453,12 +105453,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 11 3111.00", + "label": "O*NET OnLine \u2014 Summary / 11 3111.00", "url": "https://www.onetonline.org/link/summary/11-3111.00", "used_for": "Role or occupation reference for Compensation & Benefits Manager scope and source checks." }, { - "label": "U.S. Equal Employment Opportunity Commission — Guidance / Section 10 Compensation Discrimination", + "label": "U.S. Equal Employment Opportunity Commission \u2014 Guidance / Section 10 Compensation Discrimination", "url": "https://www.eeoc.gov/laws/guidance/section-10-compensation-discrimination", "used_for": "Role or occupation reference for Compensation & Benefits Manager scope and source checks." } @@ -105619,10 +105619,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Compensation, Benefits & Job Analysis Specialist role.", - "summary": "Use this bundle to plan and review Compensation, Benefits & Job Analysis Specialist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is job and compensation analysis brief. Start source review with O*NET OnLine — Summary / 13 1141.00.", + "summary": "Use this bundle to plan and review Compensation, Benefits & Job Analysis Specialist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is job and compensation analysis brief. Start source review with O*NET OnLine \u2014 Summary / 13 1141.00.", "meta_description": "Free Compensation, Benefits & Job Analysis Specialist Markdown bundle with workflows, source references, and job and compensation analysis brief for use.", "social_summary": "Compensation, Benefits & Job Analysis Specialist: job and compensation analysis brief, workflows, and.", - "download_note": "10 Markdown files · 1,530 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,530 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Compensation, Benefits & Job Analysis Specialist work, plus teams reviewing its decisions and outputs", "Teams working in Human resources, Total rewards" @@ -105635,7 +105635,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Compensation, Benefits & Job Analysis Specialist work by producing job and compensation analysis brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 13 1141.00, then confirm that the reference is current and applicable. Inspect Compensation, Benefits & Job Analysis Specialist Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Compensation, Benefits & Job Analysis Specialist work by producing job and compensation analysis brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 13 1141.00, then confirm that the reference is current and applicable. Inspect Compensation, Benefits & Job Analysis Specialist Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -105667,12 +105667,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 1141.00", + "label": "O*NET OnLine \u2014 Summary / 13 1141.00", "url": "https://www.onetonline.org/link/summary/13-1141.00", "used_for": "Role or occupation reference for Compensation, Benefits & Job Analysis Specialist scope and source checks." }, { - "label": "U.S. Equal Employment Opportunity Commission — Guidance / Section 10 Compensation Discrimination", + "label": "U.S. Equal Employment Opportunity Commission \u2014 Guidance / Section 10 Compensation Discrimination", "url": "https://www.eeoc.gov/laws/guidance/section-10-compensation-discrimination", "used_for": "Role or occupation reference for Compensation, Benefits & Job Analysis Specialist scope and source checks." } @@ -105832,10 +105832,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Data Visualization Specialist / Analyst role.", - "summary": "Use this bundle to plan and review Data Visualization Specialist / Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is data visualization brief. Start source review with O*NET OnLine — Summary / 15 2051.00.", + "summary": "Use this bundle to plan and review Data Visualization Specialist / Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is data visualization brief. Start source review with O*NET OnLine \u2014 Summary / 15 2051.00.", "meta_description": "Free Data Visualization Specialist / Analyst Markdown bundle with workflows, source references, and data visualization brief for use with AI assistants.", "social_summary": "Data Visualization Specialist / Analyst: data visualization brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,491 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,491 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Data Visualization Specialist / Analyst work, plus teams reviewing its decisions and outputs", "Teams working in Data and analytics, Business intelligence" @@ -105848,7 +105848,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Data Visualization Specialist / Analyst work by producing data visualization brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 15 2051.00, then confirm that the reference is current and applicable. Inspect Data Visualization Specialist / Analyst Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Data Visualization Specialist / Analyst work by producing data visualization brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 15 2051.00, then confirm that the reference is current and applicable. Inspect Data Visualization Specialist / Analyst Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -105880,12 +105880,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 2051.00", + "label": "O*NET OnLine \u2014 Summary / 15 2051.00", "url": "https://www.onetonline.org/link/summary/15-2051.00", "used_for": "Role or occupation reference for Data Visualization Specialist / Analyst scope and source checks." }, { - "label": "W3C — TR / WCAG22", + "label": "W3C \u2014 TR / WCAG22", "url": "https://www.w3.org/TR/WCAG22/", "used_for": "Role or occupation reference for Data Visualization Specialist / Analyst scope and source checks." } @@ -106035,10 +106035,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Financial Manager role.", - "summary": "Use this bundle to plan and review Financial Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is financial management brief. Start source review with O*NET OnLine — Details / 11 3031.00.", + "summary": "Use this bundle to plan and review Financial Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is financial management brief. Start source review with O*NET OnLine \u2014 Details / 11 3031.00.", "meta_description": "Free Financial Manager Markdown bundle with workflows, source references, and financial management brief for use with AI assistants.", "social_summary": "Financial Manager: financial management brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,439 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,439 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Financial Manager work, plus teams reviewing its decisions and outputs", "Teams working in Finance, Business management" @@ -106051,7 +106051,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Financial Manager work by producing financial management brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 11 3031.00, then confirm that the reference is current and applicable. Inspect Financial Manager Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Financial Manager work by producing financial management brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 11 3031.00, then confirm that the reference is current and applicable. Inspect Financial Manager Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -106083,7 +106083,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 11 3031.00", + "label": "O*NET OnLine \u2014 Details / 11 3031.00", "url": "https://www.onetonline.org/link/details/11-3031.00", "used_for": "Role or occupation reference for Financial Manager scope and source checks." } @@ -106243,10 +106243,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Information Architect role.", - "summary": "Use this bundle to plan and review Information Architect work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is information architecture brief. Start source review with European Commission ESCO — Classification / Occupation.", + "summary": "Use this bundle to plan and review Information Architect work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is information architecture brief. Start source review with European Commission ESCO \u2014 Classification / Occupation.", "meta_description": "Free Information Architect Markdown bundle with workflows, source references, and information architecture brief for use with AI assistants.", "social_summary": "Information Architect: information architecture brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,463 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,463 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Information Architect work, plus teams reviewing its decisions and outputs", "Teams working in Product design, Digital services" @@ -106259,7 +106259,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Information Architect work by producing information architecture brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with European Commission ESCO — Classification / Occupation, then confirm that the reference is current and applicable. Inspect Information Architect Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Information Architect work by producing information architecture brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with European Commission ESCO \u2014 Classification / Occupation, then confirm that the reference is current and applicable. Inspect Information Architect Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -106291,12 +106291,12 @@ ], "source_notes": [ { - "label": "European Commission ESCO — Classification / Occupation", + "label": "European Commission ESCO \u2014 Classification / Occupation", "url": "https://esco.ec.europa.eu/en/classification/occupation?uri=http://data.europa.eu/esco/occupation/04ba4d6c-957d-417f-bf63-5b9e015a9f86", "used_for": "Role or occupation reference for Information Architect scope and source checks." }, { - "label": "W3C — Standards Guidelines / Wcag", + "label": "W3C \u2014 Standards Guidelines / Wcag", "url": "https://www.w3.org/WAI/standards-guidelines/wcag/", "used_for": "Role or occupation reference for Information Architect scope and source checks." } @@ -106443,10 +106443,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Logistician role.", - "summary": "Use this bundle to plan and review Logistician work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is logistics decision brief. Start source review with O*NET OnLine — Summary / 13 1081.00.", + "summary": "Use this bundle to plan and review Logistician work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is logistics decision brief. Start source review with O*NET OnLine \u2014 Summary / 13 1081.00.", "meta_description": "Free Logistician Markdown bundle with workflows, source references, and logistics decision brief for use with AI assistants.", "social_summary": "Logistician: logistics decision brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,415 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,415 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Logistician work, plus teams reviewing its decisions and outputs", "Teams working in Supply chain, Operations" @@ -106459,7 +106459,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Logistician work by producing logistics decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 13 1081.00, then confirm that the reference is current and applicable. Inspect Logistician Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Logistician work by producing logistics decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 13 1081.00, then confirm that the reference is current and applicable. Inspect Logistician Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -106491,7 +106491,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 1081.00", + "label": "O*NET OnLine \u2014 Summary / 13 1081.00", "url": "https://www.onetonline.org/link/summary/13-1081.00", "used_for": "Role or occupation reference for Logistician scope and source checks." } @@ -106642,10 +106642,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Machine Learning Engineer role.", - "summary": "Use this bundle to plan and review Machine Learning Engineer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is machine-learning delivery brief. Start source review with onetcenter.org — Db 27 2 Text / Alternate Titles.txt.", + "summary": "Use this bundle to plan and review Machine Learning Engineer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is machine-learning delivery brief. Start source review with onetcenter.org \u2014 Db 27 2 Text / Alternate Titles.txt.", "meta_description": "Free Machine Learning Engineer Markdown bundle with workflows, source references, and machine-learning delivery brief for use with AI assistants.", "social_summary": "Machine Learning Engineer: machine-learning delivery brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,498 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,498 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Machine Learning Engineer work, plus teams reviewing its decisions and outputs", "Teams working in Data and analytics, Software engineering" @@ -106658,7 +106658,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Machine Learning Engineer work by producing machine-learning delivery brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with onetcenter.org — Db 27 2 Text / Alternate Titles.txt, then confirm that the reference is current and applicable. Inspect Machine Learning Engineer Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Machine Learning Engineer work by producing machine-learning delivery brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with onetcenter.org \u2014 Db 27 2 Text / Alternate Titles.txt, then confirm that the reference is current and applicable. Inspect Machine Learning Engineer Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -106690,12 +106690,12 @@ ], "source_notes": [ { - "label": "onetcenter.org — Db 27 2 Text / Alternate Titles.txt", + "label": "onetcenter.org \u2014 Db 27 2 Text / Alternate Titles.txt", "url": "https://www.onetcenter.org/dl_files/database/db_27_2_text/Alternate%20Titles.txt", "used_for": "Role or occupation reference for Machine Learning Engineer scope and source checks." }, { - "label": "NIST — Itl / Ai Risk Management Framework", + "label": "NIST \u2014 Itl / Ai Risk Management Framework", "url": "https://www.nist.gov/itl/ai-risk-management-framework", "used_for": "Role or occupation reference for Machine Learning Engineer scope and source checks." } @@ -106842,10 +106842,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Retention / Renewals Specialist role.", - "summary": "Use this bundle to plan and review Retention / Renewals Specialist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is renewal decision brief. Start source review with O*NET OnLine — Details / 41 3091.00.", + "summary": "Use this bundle to plan and review Retention / Renewals Specialist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is renewal decision brief. Start source review with O*NET OnLine \u2014 Details / 41 3091.00.", "meta_description": "Free Retention / Renewals Specialist Markdown bundle with workflows, source references, and renewal decision brief for use with AI assistants.", "social_summary": "Retention / Renewals Specialist: renewal decision brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,446 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,446 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Retention / Renewals Specialist work, plus teams reviewing its decisions and outputs", "Teams working in Customer success, Sales" @@ -106858,7 +106858,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Retention / Renewals Specialist work by producing renewal decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 41 3091.00, then confirm that the reference is current and applicable. Inspect Retention / Renewals Specialist Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Retention / Renewals Specialist work by producing renewal decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 41 3091.00, then confirm that the reference is current and applicable. Inspect Retention / Renewals Specialist Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -106890,7 +106890,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 41 3091.00", + "label": "O*NET OnLine \u2014 Details / 41 3091.00", "url": "https://www.onetonline.org/link/details/41-3091.00", "used_for": "Role or occupation reference for Retention / Renewals Specialist scope and source checks." } @@ -107040,10 +107040,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Software Quality Assurance Analyst / Tester role.", - "summary": "Use this bundle to plan and review Software Quality Assurance Analyst / Tester work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is quality assessment brief. Start source review with O*NET OnLine — Summary / 15 1253.00.", + "summary": "Use this bundle to plan and review Software Quality Assurance Analyst / Tester work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is quality assessment brief. Start source review with O*NET OnLine \u2014 Summary / 15 1253.00.", "meta_description": "Free Software Quality Assurance Analyst / Tester Markdown bundle with workflows, source references, and quality assessment brief for use with AI assistants.", "social_summary": "Software Quality Assurance Analyst / Tester: quality assessment brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,489 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,489 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Software Quality Assurance Analyst / Tester work, plus teams reviewing its decisions and outputs", "Teams working in Software engineering, Quality assurance" @@ -107056,7 +107056,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Software Quality Assurance Analyst / Tester work by producing quality assessment brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 15 1253.00, then confirm that the reference is current and applicable. Inspect Software Quality Assurance Analyst / Tester Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Software Quality Assurance Analyst / Tester work by producing quality assessment brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 15 1253.00, then confirm that the reference is current and applicable. Inspect Software Quality Assurance Analyst / Tester Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -107088,12 +107088,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 1253.00", + "label": "O*NET OnLine \u2014 Summary / 15 1253.00", "url": "https://www.onetonline.org/link/summary/15-1253.00", "used_for": "Role or occupation reference for Software Quality Assurance Analyst / Tester scope and source checks." }, { - "label": "W3C — TR / WCAG22", + "label": "W3C \u2014 TR / WCAG22", "url": "https://www.w3.org/TR/WCAG22/", "used_for": "Role or occupation reference for Software Quality Assurance Analyst / Tester scope and source checks." } @@ -107242,10 +107242,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Tax Accountant / Tax Specialist role.", - "summary": "Use this bundle to plan and review Tax Accountant / Tax Specialist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is tax work-product brief. Start source review with European Data Portal — Isco / C2411.", + "summary": "Use this bundle to plan and review Tax Accountant / Tax Specialist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is tax work-product brief. Start source review with European Data Portal \u2014 Isco / C2411.", "meta_description": "Free Tax Accountant / Tax Specialist Markdown bundle with workflows, source references, and tax work-product brief for use with AI assistants.", "social_summary": "Tax Accountant / Tax Specialist: tax work-product brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,539 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,539 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Tax Accountant / Tax Specialist work, plus teams reviewing its decisions and outputs", "Teams working in Tax, Accounting" @@ -107258,7 +107258,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Tax Accountant / Tax Specialist work by producing tax work-product brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with European Data Portal — Isco / C2411, then confirm that the reference is current and applicable. Inspect Tax Accountant / Tax Specialist Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Tax Accountant / Tax Specialist work by producing tax work-product brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with European Data Portal \u2014 Isco / C2411, then confirm that the reference is current and applicable. Inspect Tax Accountant / Tax Specialist Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -107290,12 +107290,12 @@ ], "source_notes": [ { - "label": "European Data Portal — Isco / C2411", + "label": "European Data Portal \u2014 Isco / C2411", "url": "http://data.europa.eu/esco/isco/C2411", "used_for": "Role or occupation reference for Tax Accountant / Tax Specialist scope and source checks." }, { - "label": "irs.gov — Tax Professionals / Office Of Professional Responsibility And Circular 230", + "label": "irs.gov \u2014 Tax Professionals / Office Of Professional Responsibility And Circular 230", "url": "https://www.irs.gov/tax-professionals/office-of-professional-responsibility-and-circular-230", "used_for": "Role or occupation reference for Tax Accountant / Tax Specialist scope and source checks." } @@ -107455,10 +107455,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Test Automation / SDET Engineer role.", - "summary": "Use this bundle to plan and review Test Automation / SDET Engineer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is test automation delivery brief. Start source review with O*NET OnLine — Summary / 15 1253.00.", + "summary": "Use this bundle to plan and review Test Automation / SDET Engineer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is test automation delivery brief. Start source review with O*NET OnLine \u2014 Summary / 15 1253.00.", "meta_description": "Free Test Automation / SDET Engineer Markdown bundle with workflows, source references, and test automation delivery brief for use with AI assistants.", "social_summary": "Test Automation / SDET Engineer: test automation delivery brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,502 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,502 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Test Automation / SDET Engineer work, plus teams reviewing its decisions and outputs", "Teams working in Software engineering, Quality assurance" @@ -107471,7 +107471,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Test Automation / SDET Engineer work by producing test automation delivery brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 15 1253.00, then confirm that the reference is current and applicable. Inspect Test Automation / SDET Engineer Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Test Automation / SDET Engineer work by producing test automation delivery brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 15 1253.00, then confirm that the reference is current and applicable. Inspect Test Automation / SDET Engineer Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -107503,7 +107503,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 1253.00", + "label": "O*NET OnLine \u2014 Summary / 15 1253.00", "url": "https://www.onetonline.org/link/summary/15-1253.00", "used_for": "Role or occupation reference for Test Automation / SDET Engineer scope and source checks." } @@ -107655,10 +107655,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Web Developer role.", - "summary": "Use this bundle to plan and review Web Developer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is web delivery brief. Start source review with O*NET OnLine — Summary / 15 1254.00.", + "summary": "Use this bundle to plan and review Web Developer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is web delivery brief. Start source review with O*NET OnLine \u2014 Summary / 15 1254.00.", "meta_description": "Free Web Developer Markdown bundle with workflows, source references, and web delivery brief for use with AI assistants.", "social_summary": "Web Developer: web delivery brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,454 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,454 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Web Developer work, plus teams reviewing its decisions and outputs", "Teams working in Software engineering, Digital services" @@ -107671,7 +107671,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Web Developer work by producing web delivery brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 15 1254.00, then confirm that the reference is current and applicable. Inspect Web Developer Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Web Developer work by producing web delivery brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 15 1254.00, then confirm that the reference is current and applicable. Inspect Web Developer Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -107703,12 +107703,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 1254.00", + "label": "O*NET OnLine \u2014 Summary / 15 1254.00", "url": "https://www.onetonline.org/link/summary/15-1254.00", "used_for": "Role or occupation reference for Web Developer scope and source checks." }, { - "label": "W3C — TR / WCAG22", + "label": "W3C \u2014 TR / WCAG22", "url": "https://www.w3.org/TR/WCAG22/", "used_for": "Role or occupation reference for Web Developer scope and source checks." } @@ -107855,10 +107855,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Bookkeeper / Accounting Clerk role.", - "summary": "Use this bundle to plan and review Bookkeeper / Accounting Clerk work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is bookkeeping review brief. Start source review with O*NET OnLine — Summary / 43 3031.00.", + "summary": "Use this bundle to plan and review Bookkeeper / Accounting Clerk work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is bookkeeping review brief. Start source review with O*NET OnLine \u2014 Summary / 43 3031.00.", "meta_description": "Free Bookkeeper / Accounting Clerk Markdown bundle with workflows, source references, and bookkeeping review brief for use with AI assistants.", "social_summary": "Bookkeeper / Accounting Clerk: bookkeeping review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,476 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,476 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Bookkeeper / Accounting Clerk work, plus teams reviewing its decisions and outputs", "Teams working in Accounting, Business operations" @@ -107871,7 +107871,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Bookkeeper / Accounting Clerk work by producing bookkeeping review brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 43 3031.00, then confirm that the reference is current and applicable. Inspect Bookkeeper / Accounting Clerk Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Bookkeeper / Accounting Clerk work by producing bookkeeping review brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 43 3031.00, then confirm that the reference is current and applicable. Inspect Bookkeeper / Accounting Clerk Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -107903,7 +107903,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 43 3031.00", + "label": "O*NET OnLine \u2014 Summary / 43 3031.00", "url": "https://www.onetonline.org/link/summary/43-3031.00", "used_for": "Role or occupation reference for Bookkeeper / Accounting Clerk scope and source checks." } @@ -108062,10 +108062,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Contact Center / Call Center Agent role.", - "summary": "Use this bundle to plan and review Contact Center / Call Center Agent work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is contact-center case brief. Start source review with ec.europa.eu — Isco / C4222.", + "summary": "Use this bundle to plan and review Contact Center / Call Center Agent work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is contact-center case brief. Start source review with ec.europa.eu \u2014 Isco / C4222.", "meta_description": "Free Contact Center / Call Center Agent Markdown bundle with workflows, source references, and contact-center case brief for use with AI assistants.", "social_summary": "Contact Center / Call Center Agent: contact-center case brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,502 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,502 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Contact Center / Call Center Agent work, plus teams reviewing its decisions and outputs", "Teams working in Customer service, Contact centers" @@ -108078,7 +108078,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Contact Center / Call Center Agent work by producing contact-center case brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with ec.europa.eu — Isco / C4222, then confirm that the reference is current and applicable. Inspect Contact Center / Call Center Agent Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Contact Center / Call Center Agent work by producing contact-center case brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with ec.europa.eu \u2014 Isco / C4222, then confirm that the reference is current and applicable. Inspect Contact Center / Call Center Agent Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -108110,7 +108110,7 @@ ], "source_notes": [ { - "label": "ec.europa.eu — Isco / C4222", + "label": "ec.europa.eu \u2014 Isco / C4222", "url": "https://ec.europa.eu/esco/lod/isco/C4222", "used_for": "Role or occupation reference for Contact Center / Call Center Agent scope and source checks." } @@ -108259,10 +108259,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Content Designer role.", - "summary": "Use this bundle to plan and review Content Designer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is content design brief. Start source review with GOV.UK — Guidance / Content Designer.", + "summary": "Use this bundle to plan and review Content Designer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is content design brief. Start source review with GOV.UK \u2014 Guidance / Content Designer.", "meta_description": "Free Content Designer Markdown bundle with workflows, source references, and content design brief for use with AI assistants.", "social_summary": "Content Designer: content design brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,457 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,457 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Content Designer work, plus teams reviewing its decisions and outputs", "Teams working in Product design, Digital services" @@ -108275,7 +108275,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Content Designer work by producing content design brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with GOV.UK — Guidance / Content Designer, then confirm that the reference is current and applicable. Inspect Content Designer Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Content Designer work by producing content design brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with GOV.UK \u2014 Guidance / Content Designer, then confirm that the reference is current and applicable. Inspect Content Designer Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -108307,12 +108307,12 @@ ], "source_notes": [ { - "label": "GOV.UK — Guidance / Content Designer", + "label": "GOV.UK \u2014 Guidance / Content Designer", "url": "https://www.gov.uk/guidance/content-designer", "used_for": "Role or occupation reference for Content Designer scope and source checks." }, { - "label": "W3C — TR / WCAG22", + "label": "W3C \u2014 TR / WCAG22", "url": "https://www.w3.org/TR/WCAG22/", "used_for": "Role or occupation reference for Content Designer scope and source checks." } @@ -108461,10 +108461,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Database Administrator (DBA) role.", - "summary": "Use this bundle to plan and review Database Administrator (DBA) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is database change brief. Start source review with O*NET OnLine — Summary / 15 1242.00.", + "summary": "Use this bundle to plan and review Database Administrator (DBA) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is database change brief. Start source review with O*NET OnLine \u2014 Summary / 15 1242.00.", "meta_description": "Free Database Administrator (DBA) Markdown bundle with workflows, source references, and database change brief for use with AI assistants.", "social_summary": "Database Administrator (DBA): database change brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,485 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,485 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Database Administrator (DBA) work, plus teams reviewing its decisions and outputs", "Teams working in Data and analytics, Technology operations" @@ -108477,7 +108477,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Database Administrator (DBA) work by producing database change brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 15 1242.00, then confirm that the reference is current and applicable. Inspect Database Administrator (DBA) Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Database Administrator (DBA) work by producing database change brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 15 1242.00, then confirm that the reference is current and applicable. Inspect Database Administrator (DBA) Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -108509,7 +108509,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 1242.00", + "label": "O*NET OnLine \u2014 Summary / 15 1242.00", "url": "https://www.onetonline.org/link/summary/15-1242.00", "used_for": "Role or occupation reference for Database Administrator (DBA) scope and source checks." } @@ -108658,10 +108658,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Financial Analyst (FP&A) role.", - "summary": "Use this bundle to plan and review Financial Analyst (FP&A) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is FP&A decision brief. Start source review with O*NET OnLine — Summary / 13 2051.00.", + "summary": "Use this bundle to plan and review Financial Analyst (FP&A) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is FP&A decision brief. Start source review with O*NET OnLine \u2014 Summary / 13 2051.00.", "meta_description": "Free Financial Analyst (FP&A) Markdown bundle with workflows, source references, and fP&A decision brief for use with AI assistants.", "social_summary": "Financial Analyst (FP&A): fP&A decision brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,495 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,495 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Financial Analyst (FP&A) work, plus teams reviewing its decisions and outputs", "Teams working in Finance, Business planning" @@ -108674,7 +108674,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Financial Analyst (FP&A) work by producing FP&A decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 13 2051.00, then confirm that the reference is current and applicable. Inspect Financial Analyst (FP&A) Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Financial Analyst (FP&A) work by producing FP&A decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 13 2051.00, then confirm that the reference is current and applicable. Inspect Financial Analyst (FP&A) Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -108706,7 +108706,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 2051.00", + "label": "O*NET OnLine \u2014 Summary / 13 2051.00", "url": "https://www.onetonline.org/link/summary/13-2051.00", "used_for": "Role or occupation reference for Financial Analyst (FP&A) scope and source checks." } @@ -108864,10 +108864,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Financial Risk Specialist / Risk Analyst role.", - "summary": "Use this bundle to plan and review Financial Risk Specialist / Risk Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is financial risk assessment brief. Start source review with O*NET OnLine — Summary / 13 2054.00.", + "summary": "Use this bundle to plan and review Financial Risk Specialist / Risk Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is financial risk assessment brief. Start source review with O*NET OnLine \u2014 Summary / 13 2054.00.", "meta_description": "Free Financial Risk Specialist / Risk Analyst Markdown bundle with workflows, source references, and financial risk assessment brief for use with AI.", "social_summary": "Financial Risk Specialist / Risk Analyst: financial risk assessment brief, workflows, and review.", - "download_note": "10 Markdown files · 1,514 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,514 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Financial Risk Specialist / Risk Analyst work, plus teams reviewing its decisions and outputs", "Teams working in Finance, Risk management" @@ -108880,7 +108880,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Financial Risk Specialist / Risk Analyst work by producing financial risk assessment brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 13 2054.00, then confirm that the reference is current and applicable. Inspect Financial Risk Specialist / Risk Analyst Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Financial Risk Specialist / Risk Analyst work by producing financial risk assessment brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 13 2054.00, then confirm that the reference is current and applicable. Inspect Financial Risk Specialist / Risk Analyst Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -108912,7 +108912,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 2054.00", + "label": "O*NET OnLine \u2014 Summary / 13 2054.00", "url": "https://www.onetonline.org/link/summary/13-2054.00", "used_for": "Role or occupation reference for Financial Risk Specialist / Risk Analyst scope and source checks." } @@ -109069,10 +109069,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Mobile Application Developer role.", - "summary": "Use this bundle to plan and review Mobile Application Developer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is mobile delivery brief. Start source review with openriskmanual.org — Wiki / ISCO Specialization 2514.2.2 Mobile Application Developer.", + "summary": "Use this bundle to plan and review Mobile Application Developer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is mobile delivery brief. Start source review with openriskmanual.org \u2014 Wiki / ISCO Specialization 2514.2.2 Mobile Application Developer.", "meta_description": "Free Mobile Application Developer Markdown bundle with workflows, source references, and mobile delivery brief for use with AI assistants.", "social_summary": "Mobile Application Developer: mobile delivery brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,486 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,486 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Mobile Application Developer work, plus teams reviewing its decisions and outputs", "Teams working in Software engineering, Mobile products" @@ -109085,7 +109085,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Mobile Application Developer work by producing mobile delivery brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with openriskmanual.org — Wiki / ISCO Specialization 2514.2.2 Mobile Application Developer, then confirm that the reference is current and applicable. Inspect Mobile Application Developer Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Mobile Application Developer work by producing mobile delivery brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with openriskmanual.org \u2014 Wiki / ISCO Specialization 2514.2.2 Mobile Application Developer, then confirm that the reference is current and applicable. Inspect Mobile Application Developer Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -109117,12 +109117,12 @@ ], "source_notes": [ { - "label": "openriskmanual.org — Wiki / ISCO Specialization 2514.2.2 Mobile Application Developer", + "label": "openriskmanual.org \u2014 Wiki / ISCO Specialization 2514.2.2 Mobile Application Developer", "url": "https://www.openriskmanual.org/wiki/ISCO_Specialization_2514.2.2_Mobile_Application_Developer", "used_for": "Role or occupation reference for Mobile Application Developer scope and source checks." }, { - "label": "O*NET OnLine — Summary / 15 1252.00", + "label": "O*NET OnLine \u2014 Summary / 15 1252.00", "url": "https://www.onetonline.org/link/summary/15-1252.00", "used_for": "Role or occupation reference for Mobile Application Developer scope and source checks." } @@ -109267,10 +109267,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Purchasing Agent / Buyer role.", - "summary": "Use this bundle to plan and review Purchasing Agent / Buyer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is procurement decision brief. Start source review with O*NET OnLine — Summary / 13 1023.00.", + "summary": "Use this bundle to plan and review Purchasing Agent / Buyer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is procurement decision brief. Start source review with O*NET OnLine \u2014 Summary / 13 1023.00.", "meta_description": "Free Purchasing Agent / Buyer Markdown bundle with workflows, source references, and procurement decision brief for use with AI assistants.", "social_summary": "Purchasing Agent / Buyer: procurement decision brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,481 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,481 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Purchasing Agent / Buyer work, plus teams reviewing its decisions and outputs", "Teams working in Procurement, Supply chain" @@ -109283,7 +109283,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Purchasing Agent / Buyer work by producing procurement decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 13 1023.00, then confirm that the reference is current and applicable. Inspect Purchasing Agent / Buyer Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Purchasing Agent / Buyer work by producing procurement decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 13 1023.00, then confirm that the reference is current and applicable. Inspect Purchasing Agent / Buyer Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -109315,7 +109315,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 1023.00", + "label": "O*NET OnLine \u2014 Summary / 13 1023.00", "url": "https://www.onetonline.org/link/summary/13-1023.00", "used_for": "Role or occupation reference for Purchasing Agent / Buyer scope and source checks." } @@ -109463,10 +109463,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Sourcer / Talent Sourcer role.", - "summary": "Use this bundle to plan and review Sourcer / Talent Sourcer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is talent sourcing brief. Start source review with O*NET OnLine — Summary / 13 1071.00.", + "summary": "Use this bundle to plan and review Sourcer / Talent Sourcer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is talent sourcing brief. Start source review with O*NET OnLine \u2014 Summary / 13 1071.00.", "meta_description": "Free Sourcer / Talent Sourcer Markdown bundle with workflows, source references, and talent sourcing brief for use with AI assistants.", "social_summary": "Sourcer / Talent Sourcer: talent sourcing brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,492 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,492 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Sourcer / Talent Sourcer work, plus teams reviewing its decisions and outputs", "Teams working in Human resources, Talent acquisition" @@ -109479,7 +109479,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Sourcer / Talent Sourcer work by producing talent sourcing brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 13 1071.00, then confirm that the reference is current and applicable. Inspect Sourcer / Talent Sourcer Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Sourcer / Talent Sourcer work by producing talent sourcing brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 13 1071.00, then confirm that the reference is current and applicable. Inspect Sourcer / Talent Sourcer Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -109511,12 +109511,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 1071.00", + "label": "O*NET OnLine \u2014 Summary / 13 1071.00", "url": "https://www.onetonline.org/link/summary/13-1071.00", "used_for": "Role or occupation reference for Sourcer / Talent Sourcer scope and source checks." }, { - "label": "U.S. Equal Employment Opportunity Commission — Small Business / 3 Who Protected Employment Discrimination", + "label": "U.S. Equal Employment Opportunity Commission \u2014 Small Business / 3 Who Protected Employment Discrimination", "url": "https://www.eeoc.gov/employers/small-business/3-who-protected-employment-discrimination", "used_for": "Role or occupation reference for Sourcer / Talent Sourcer scope and source checks." } @@ -109665,10 +109665,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Technical Writer role.", - "summary": "Use this bundle to plan and review Technical Writer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is technical documentation brief. Start source review with O*NET OnLine — Summary / 27 3042.00.", + "summary": "Use this bundle to plan and review Technical Writer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is technical documentation brief. Start source review with O*NET OnLine \u2014 Summary / 27 3042.00.", "meta_description": "Free Technical Writer Markdown bundle with workflows, source references, and technical documentation brief for use with AI assistants.", "social_summary": "Technical Writer: technical documentation brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,441 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,441 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Technical Writer work, plus teams reviewing its decisions and outputs", "Teams working in Technical communication, Software" @@ -109681,7 +109681,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Technical Writer work by producing technical documentation brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 27 3042.00, then confirm that the reference is current and applicable. Inspect Technical Writer Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Technical Writer work by producing technical documentation brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 27 3042.00, then confirm that the reference is current and applicable. Inspect Technical Writer Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -109713,12 +109713,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 27 3042.00", + "label": "O*NET OnLine \u2014 Summary / 27 3042.00", "url": "https://www.onetonline.org/link/summary/27-3042.00", "used_for": "Role or occupation reference for Technical Writer scope and source checks." }, { - "label": "section508.gov — Develop / Technical Guides", + "label": "section508.gov \u2014 Develop / Technical Guides", "url": "https://www.section508.gov/develop/technical-guides/", "used_for": "Role or occupation reference for Technical Writer scope and source checks." } @@ -109865,10 +109865,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Usability / Human Factors Specialist role.", - "summary": "Use this bundle to plan and review Usability / Human Factors Specialist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is human-factors assessment brief. Start source review with O*NET OnLine — Summary / 17 2112.01.", + "summary": "Use this bundle to plan and review Usability / Human Factors Specialist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is human-factors assessment brief. Start source review with O*NET OnLine \u2014 Summary / 17 2112.01.", "meta_description": "Free Usability / Human Factors Specialist Markdown bundle with workflows, source references, and human-factors assessment brief for use with AI assistants.", "social_summary": "Usability / Human Factors Specialist: human-factors assessment brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,507 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,507 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Usability / Human Factors Specialist work, plus teams reviewing its decisions and outputs", "Teams working in Product design, Human factors" @@ -109881,7 +109881,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Usability / Human Factors Specialist work by producing human-factors assessment brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 17 2112.01, then confirm that the reference is current and applicable. Inspect Usability / Human Factors Specialist Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Usability / Human Factors Specialist work by producing human-factors assessment brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 17 2112.01, then confirm that the reference is current and applicable. Inspect Usability / Human Factors Specialist Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -109913,17 +109913,17 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 17 2112.01", + "label": "O*NET OnLine \u2014 Summary / 17 2112.01", "url": "https://www.onetonline.org/link/summary/17-2112.01", "used_for": "Role or occupation reference for Usability / Human Factors Specialist scope and source checks." }, { - "label": "U.S. Department of Health and Human Services — Regulations And Policy / Belmont Report", + "label": "U.S. Department of Health and Human Services \u2014 Regulations And Policy / Belmont Report", "url": "https://www.hhs.gov/ohrp/regulations-and-policy/belmont-report/index.html", "used_for": "Role or occupation reference for Usability / Human Factors Specialist scope and source checks." }, { - "label": "W3C — TR / WCAG22", + "label": "W3C \u2014 TR / WCAG22", "url": "https://www.w3.org/TR/WCAG22/", "used_for": "Role or occupation reference for Usability / Human Factors Specialist scope and source checks." } @@ -110074,10 +110074,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Accessibility Specialist role.", - "summary": "Use this bundle to plan and review Accessibility Specialist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is accessibility assessment brief. Start source review with European Commission ESCO — Classification / Occupation.", + "summary": "Use this bundle to plan and review Accessibility Specialist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is accessibility assessment brief. Start source review with European Commission ESCO \u2014 Classification / Occupation.", "meta_description": "Free Accessibility Specialist Markdown bundle with workflows, source references, and accessibility assessment brief for use with AI assistants.", "social_summary": "Accessibility Specialist: accessibility assessment brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,573 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,573 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Accessibility Specialist work, plus teams reviewing its decisions and outputs", "Teams working in Product design, Digital products" @@ -110090,7 +110090,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Accessibility Specialist work by producing accessibility assessment brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with European Commission ESCO — Classification / Occupation, then confirm that the reference is current and applicable. Inspect Accessibility Specialist Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Accessibility Specialist work by producing accessibility assessment brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with European Commission ESCO \u2014 Classification / Occupation, then confirm that the reference is current and applicable. Inspect Accessibility Specialist Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -110122,17 +110122,17 @@ ], "source_notes": [ { - "label": "European Commission ESCO — Classification / Occupation", + "label": "European Commission ESCO \u2014 Classification / Occupation", "url": "https://esco.ec.europa.eu/en/classification/occupation?uri=http://data.europa.eu/esco/occupation/50af07f0-7a75-424e-a66d-5a9deea10f4c", "used_for": "Role or occupation reference for Accessibility Specialist scope and source checks." }, { - "label": "W3C — TR / WCAG22", + "label": "W3C \u2014 TR / WCAG22", "url": "https://www.w3.org/TR/WCAG22/", "used_for": "Role or occupation reference for Accessibility Specialist scope and source checks." }, { - "label": "access-board.gov — Ict", + "label": "access-board.gov \u2014 Ict", "url": "https://www.access-board.gov/ict/", "used_for": "Role or occupation reference for Accessibility Specialist scope and source checks." } @@ -110281,10 +110281,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Budget Analyst role.", - "summary": "Use this bundle to plan and review Budget Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is budget analysis brief. Start source review with O*NET OnLine — Summary / 13 2031.00.", + "summary": "Use this bundle to plan and review Budget Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is budget analysis brief. Start source review with O*NET OnLine \u2014 Summary / 13 2031.00.", "meta_description": "Free Budget Analyst Markdown bundle with workflows, source references, and budget analysis brief for use with AI assistants.", "social_summary": "Budget Analyst: budget analysis brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,519 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,519 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Budget Analyst work, plus teams reviewing its decisions and outputs", "Teams working in Finance, Business operations" @@ -110297,7 +110297,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Budget Analyst work by producing budget analysis brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 13 2031.00, then confirm that the reference is current and applicable. Inspect Budget Analyst Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Budget Analyst work by producing budget analysis brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 13 2031.00, then confirm that the reference is current and applicable. Inspect Budget Analyst Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -110329,7 +110329,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 2031.00", + "label": "O*NET OnLine \u2014 Summary / 13 2031.00", "url": "https://www.onetonline.org/link/summary/13-2031.00", "used_for": "Role or occupation reference for Budget Analyst scope and source checks." } @@ -110478,10 +110478,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Contact Center / Call Center Manager role.", - "summary": "Use this bundle to plan and review Contact Center / Call Center Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is contact-center operating brief. Start source review with European Commission ESCO — Classification / Occupation.", + "summary": "Use this bundle to plan and review Contact Center / Call Center Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is contact-center operating brief. Start source review with European Commission ESCO \u2014 Classification / Occupation.", "meta_description": "Free Contact Center / Call Center Manager Markdown bundle with workflows, source references, and contact-center operating brief for use with AI assistants.", "social_summary": "Contact Center / Call Center Manager: contact-center operating brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,624 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,624 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Contact Center / Call Center Manager work, plus teams reviewing its decisions and outputs", "Teams working in Customer support, Service operations" @@ -110494,7 +110494,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Contact Center / Call Center Manager work by producing contact-center operating brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with European Commission ESCO — Classification / Occupation, then confirm that the reference is current and applicable. Inspect Contact Center / Call Center Manager Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Contact Center / Call Center Manager work by producing contact-center operating brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with European Commission ESCO \u2014 Classification / Occupation, then confirm that the reference is current and applicable. Inspect Contact Center / Call Center Manager Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -110526,7 +110526,7 @@ ], "source_notes": [ { - "label": "European Commission ESCO — Classification / Occupation", + "label": "European Commission ESCO \u2014 Classification / Occupation", "url": "https://esco.ec.europa.eu/en/classification/occupation?uri=http://data.europa.eu/esco/isco/C1439", "used_for": "Role or occupation reference for Contact Center / Call Center Manager scope and source checks." } @@ -110677,10 +110677,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Credit Analyst role.", - "summary": "Use this bundle to plan and review Credit Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is credit analysis memorandum. Start source review with O*NET OnLine — Details / 13 2041.00.", + "summary": "Use this bundle to plan and review Credit Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is credit analysis memorandum. Start source review with O*NET OnLine \u2014 Details / 13 2041.00.", "meta_description": "Free Credit Analyst Markdown bundle with workflows, source references, and credit analysis memorandum for use with AI assistants.", "social_summary": "Credit Analyst: credit analysis memorandum, workflows, and review guidance", - "download_note": "10 Markdown files · 1,559 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,559 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Credit Analyst work, plus teams reviewing its decisions and outputs", "Teams working in Finance, Business operations" @@ -110693,7 +110693,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Credit Analyst work by producing credit analysis memorandum with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 13 2041.00, then confirm that the reference is current and applicable. Inspect Credit Analyst Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Credit Analyst work by producing credit analysis memorandum with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 13 2041.00, then confirm that the reference is current and applicable. Inspect Credit Analyst Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -110725,17 +110725,17 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 13 2041.00", + "label": "O*NET OnLine \u2014 Details / 13 2041.00", "url": "https://www.onetonline.org/link/details/13-2041.00", "used_for": "Role or occupation reference for Credit Analyst scope and source checks." }, { - "label": "consumerfinance.gov — Regulations / 1002", + "label": "consumerfinance.gov \u2014 Regulations / 1002", "url": "https://www.consumerfinance.gov/rules-policy/regulations/1002/", "used_for": "Role or occupation reference for Credit Analyst scope and source checks." }, { - "label": "consumerfinance.gov — Circulars / Circular 2022 03 Adverse Action Notification Requirements In Connection With Credit Decisions Based On Complex Algorithms", + "label": "consumerfinance.gov \u2014 Circulars / Circular 2022 03 Adverse Action Notification Requirements In Connection With Credit Decisions Based On Complex Algorithms", "url": "https://www.consumerfinance.gov/compliance/circulars/circular-2022-03-adverse-action-notification-requirements-in-connection-with-credit-decisions-based-on-complex-algorithms/", "used_for": "Role or occupation reference for Credit Analyst scope and source checks." } @@ -110895,10 +110895,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Data Scientist role.", - "summary": "Use this bundle to plan and review Data Scientist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is data science analysis brief. Start source review with O*NET OnLine — Summary / 15 2051.00.", + "summary": "Use this bundle to plan and review Data Scientist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is data science analysis brief. Start source review with O*NET OnLine \u2014 Summary / 15 2051.00.", "meta_description": "Free Data Scientist Markdown bundle with workflows, source references, and data science analysis brief for use with AI assistants.", "social_summary": "Data Scientist: data science analysis brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,589 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,589 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Data Scientist work, plus teams reviewing its decisions and outputs", "Teams working in Data and analytics, Research" @@ -110911,7 +110911,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Data Scientist work by producing data science analysis brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 15 2051.00, then confirm that the reference is current and applicable. Inspect Data Scientist Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Data Scientist work by producing data science analysis brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 15 2051.00, then confirm that the reference is current and applicable. Inspect Data Scientist Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -110943,12 +110943,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 2051.00", + "label": "O*NET OnLine \u2014 Summary / 15 2051.00", "url": "https://www.onetonline.org/link/summary/15-2051.00", "used_for": "Role or occupation reference for Data Scientist scope and source checks." }, { - "label": "NIST — Itl / Ai Risk Management Framework", + "label": "NIST \u2014 Itl / Ai Risk Management Framework", "url": "https://www.nist.gov/itl/ai-risk-management-framework", "used_for": "Role or occupation reference for Data Scientist scope and source checks." } @@ -111097,10 +111097,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Insurance Sales Agent role.", - "summary": "Use this bundle to plan and review Insurance Sales Agent work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is insurance needs and options brief. Start source review with O*NET OnLine — Summary / 41 3021.00.", + "summary": "Use this bundle to plan and review Insurance Sales Agent work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is insurance needs and options brief. Start source review with O*NET OnLine \u2014 Summary / 41 3021.00.", "meta_description": "Free Insurance Sales Agent Markdown bundle with workflows, source references, and insurance needs and options brief for use with AI assistants.", "social_summary": "Insurance Sales Agent: insurance needs and options brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,598 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,598 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Insurance Sales Agent work, plus teams reviewing its decisions and outputs", "Teams working in Sales, Revenue operations" @@ -111113,7 +111113,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Insurance Sales Agent work by producing insurance needs and options brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 41 3021.00, then confirm that the reference is current and applicable. Inspect Insurance Sales Agent Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Insurance Sales Agent work by producing insurance needs and options brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 41 3021.00, then confirm that the reference is current and applicable. Inspect Insurance Sales Agent Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -111145,7 +111145,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 41 3021.00", + "label": "O*NET OnLine \u2014 Summary / 41 3021.00", "url": "https://www.onetonline.org/link/summary/41-3021.00", "used_for": "Role or occupation reference for Insurance Sales Agent scope and source checks." } @@ -111305,10 +111305,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Regulatory Affairs Manager role.", - "summary": "Use this bundle to plan and review Regulatory Affairs Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is regulatory strategy brief. Start source review with O*NET OnLine — Summary / 11 9199.01.", + "summary": "Use this bundle to plan and review Regulatory Affairs Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is regulatory strategy brief. Start source review with O*NET OnLine \u2014 Summary / 11 9199.01.", "meta_description": "Free Regulatory Affairs Manager Markdown bundle with workflows, source references, and regulatory strategy brief for use with AI assistants.", "social_summary": "Regulatory Affairs Manager: regulatory strategy brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,589 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,589 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Regulatory Affairs Manager work, plus teams reviewing its decisions and outputs", "Teams working in Legal and compliance, Regulated operations" @@ -111321,7 +111321,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Regulatory Affairs Manager work by producing regulatory strategy brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 11 9199.01, then confirm that the reference is current and applicable. Inspect Regulatory Affairs Manager Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Regulatory Affairs Manager work by producing regulatory strategy brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 11 9199.01, then confirm that the reference is current and applicable. Inspect Regulatory Affairs Manager Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -111353,12 +111353,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 11 9199.01", + "label": "O*NET OnLine \u2014 Summary / 11 9199.01", "url": "https://www.onetonline.org/link/summary/11-9199.01", "used_for": "Role or occupation reference for Regulatory Affairs Manager scope and source checks." }, { - "label": "U.S. Food and Drug Administration — Industry", + "label": "U.S. Food and Drug Administration \u2014 Industry", "url": "https://www.fda.gov/industry", "used_for": "Role or occupation reference for Regulatory Affairs Manager scope and source checks." } @@ -111517,10 +111517,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Web and Multimedia Developer role.", - "summary": "Use this bundle to plan and review Web and Multimedia Developer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is web and multimedia implementation brief. Start source review with ilo.org — Docs / D2513.", + "summary": "Use this bundle to plan and review Web and Multimedia Developer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is web and multimedia implementation brief. Start source review with ilo.org \u2014 Docs / D2513.", "meta_description": "Free Web and Multimedia Developer Markdown bundle with workflows, source references, and web and multimedia implementation brief for use with AI assistants.", "social_summary": "Web and Multimedia Developer: web and multimedia implementation brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,612 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,612 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Web and Multimedia Developer work, plus teams reviewing its decisions and outputs", "Teams working in Software engineering, Digital products" @@ -111533,7 +111533,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Web and Multimedia Developer work by producing web and multimedia implementation brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with ilo.org — Docs / D2513, then confirm that the reference is current and applicable. Inspect Web and Multimedia Developer Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Web and Multimedia Developer work by producing web and multimedia implementation brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with ilo.org \u2014 Docs / D2513, then confirm that the reference is current and applicable. Inspect Web and Multimedia Developer Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -111565,7 +111565,7 @@ ], "source_notes": [ { - "label": "ilo.org — Docs / D2513", + "label": "ilo.org \u2014 Docs / D2513", "url": "https://www.ilo.org/public/english/bureau/stat/isco/docs/d2513.pdf", "used_for": "Role or occupation reference for Web and Multimedia Developer scope and source checks." } @@ -111713,10 +111713,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Corporate Development / M&A Analyst role.", - "summary": "Use this bundle to plan and review Corporate Development / M&A Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is transaction analysis memorandum. Start source review with O*NET OnLine — Summary / 13 2051.00.", + "summary": "Use this bundle to plan and review Corporate Development / M&A Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is transaction analysis memorandum. Start source review with O*NET OnLine \u2014 Summary / 13 2051.00.", "meta_description": "Free Corporate Development / M&A Analyst Markdown bundle with workflows, source references, and transaction analysis memorandum for use with AI assistants.", "social_summary": "Corporate Development / M&A Analyst: transaction analysis memorandum, workflows, and review guidance", - "download_note": "10 Markdown files · 1,626 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,626 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Corporate Development / M&A Analyst work, plus teams reviewing its decisions and outputs", "Teams working in Finance, Business operations" @@ -111729,7 +111729,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Corporate Development / M&A Analyst work by producing transaction analysis memorandum with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 13 2051.00, then confirm that the reference is current and applicable. Inspect Corporate Development / M&A Analyst Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Corporate Development / M&A Analyst work by producing transaction analysis memorandum with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 13 2051.00, then confirm that the reference is current and applicable. Inspect Corporate Development / M&A Analyst Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -111761,7 +111761,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 2051.00", + "label": "O*NET OnLine \u2014 Summary / 13 2051.00", "url": "https://www.onetonline.org/link/summary/13-2051.00", "used_for": "Role or occupation reference for Corporate Development / M&A Analyst scope and source checks." } @@ -111909,10 +111909,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Data Governance / Data Quality Analyst role.", - "summary": "Use this bundle to plan and review Data Governance / Data Quality Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is data governance and quality brief. Start source review with European Commission ESCO — Classification / Occupation.", + "summary": "Use this bundle to plan and review Data Governance / Data Quality Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is data governance and quality brief. Start source review with European Commission ESCO \u2014 Classification / Occupation.", "meta_description": "Free Data Governance / Data Quality Analyst Markdown bundle with workflows, source references, and data governance and quality brief for use with AI.", "social_summary": "Data Governance / Data Quality Analyst: data governance and quality brief, workflows, and review.", - "download_note": "10 Markdown files · 1,635 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,635 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Data Governance / Data Quality Analyst work, plus teams reviewing its decisions and outputs", "Teams working in Data and analytics, Research" @@ -111925,7 +111925,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Data Governance / Data Quality Analyst work by producing data governance and quality brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with European Commission ESCO — Classification / Occupation, then confirm that the reference is current and applicable. Inspect Data Governance / Data Quality Analyst Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Data Governance / Data Quality Analyst work by producing data governance and quality brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with European Commission ESCO \u2014 Classification / Occupation, then confirm that the reference is current and applicable. Inspect Data Governance / Data Quality Analyst Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -111957,7 +111957,7 @@ ], "source_notes": [ { - "label": "European Commission ESCO — Classification / Occupation", + "label": "European Commission ESCO \u2014 Classification / Occupation", "url": "https://esco.ec.europa.eu/en/classification/occupation?uri=http://data.europa.eu/esco/occupation/7086d0ca-1e77-4690-89c9-7ed1a0478fa3", "used_for": "Role or occupation reference for Data Governance / Data Quality Analyst scope and source checks." } @@ -112105,10 +112105,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Database Developer role.", - "summary": "Use this bundle to plan and review Database Developer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is database change brief. Start source review with openriskmanual.org — Wiki / ISCO Occupation Group 2521.3 Database Developer.", + "summary": "Use this bundle to plan and review Database Developer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is database change brief. Start source review with openriskmanual.org \u2014 Wiki / ISCO Occupation Group 2521.3 Database Developer.", "meta_description": "Free Database Developer Markdown bundle with workflows, source references, and database change brief for use with AI assistants.", "social_summary": "Database Developer: database change brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,536 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,536 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Database Developer work, plus teams reviewing its decisions and outputs", "Teams working in Software engineering, Digital products" @@ -112121,7 +112121,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Database Developer work by producing database change brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with openriskmanual.org — Wiki / ISCO Occupation Group 2521.3 Database Developer, then confirm that the reference is current and applicable. Inspect Database Developer Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Database Developer work by producing database change brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with openriskmanual.org \u2014 Wiki / ISCO Occupation Group 2521.3 Database Developer, then confirm that the reference is current and applicable. Inspect Database Developer Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -112153,7 +112153,7 @@ ], "source_notes": [ { - "label": "openriskmanual.org — Wiki / ISCO Occupation Group 2521.3 Database Developer", + "label": "openriskmanual.org \u2014 Wiki / ISCO Occupation Group 2521.3 Database Developer", "url": "https://www.openriskmanual.org/wiki/ISCO_Occupation_Group_2521.3_Database_Developer", "used_for": "Role or occupation reference for Database Developer scope and source checks." } @@ -112303,10 +112303,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Equal Opportunity / Fair Access Compliance Representative role.", - "summary": "Use this bundle to plan and review Equal Opportunity / Fair Access Compliance Representative work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is equal-opportunity review brief. Start source review with O*NET OnLine — Summary / 13 1041.03.", + "summary": "Use this bundle to plan and review Equal Opportunity / Fair Access Compliance Representative work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is equal-opportunity review brief. Start source review with O*NET OnLine \u2014 Summary / 13 1041.03.", "meta_description": "Free Equal Opportunity / Fair Access Compliance Representative Markdown bundle with workflows, source references, and equal-opportunity review brief for.", "social_summary": "Equal Opportunity / Fair Access Compliance Representative: equal-opportunity review brief, workflows.", - "download_note": "10 Markdown files · 1,630 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,630 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Equal Opportunity / Fair Access Compliance Representative work, plus teams reviewing its decisions and outputs", "Teams working in Legal and compliance, Regulated operations" @@ -112319,7 +112319,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Equal Opportunity / Fair Access Compliance Representative work by producing equal-opportunity review brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 13 1041.03, then confirm that the reference is current and applicable. Inspect Equal Opportunity / Fair Access Compliance Representative Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Equal Opportunity / Fair Access Compliance Representative work by producing equal-opportunity review brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 13 1041.03, then confirm that the reference is current and applicable. Inspect Equal Opportunity / Fair Access Compliance Representative Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -112351,12 +112351,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 1041.03", + "label": "O*NET OnLine \u2014 Summary / 13 1041.03", "url": "https://www.onetonline.org/link/summary/13-1041.03", "used_for": "Role or occupation reference for Equal Opportunity / Fair Access Compliance Representative scope and source checks." }, { - "label": "U.S. Equal Employment Opportunity Commission — Guidance / Cm 602 Evidence", + "label": "U.S. Equal Employment Opportunity Commission \u2014 Guidance / Cm 602 Evidence", "url": "https://www.eeoc.gov/laws/guidance/cm-602-evidence", "used_for": "Role or occupation reference for Equal Opportunity / Fair Access Compliance Representative scope and source checks." }, @@ -112509,10 +112509,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Game Developer role.", - "summary": "Use this bundle to plan and review Game Developer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is game implementation brief. Start source review with O*NET OnLine — Summary / 15 1255.01.", + "summary": "Use this bundle to plan and review Game Developer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is game implementation brief. Start source review with O*NET OnLine \u2014 Summary / 15 1255.01.", "meta_description": "Free Game Developer Markdown bundle with workflows, source references, and game implementation brief for use with AI assistants.", "social_summary": "Game Developer: game implementation brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,533 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,533 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Game Developer work, plus teams reviewing its decisions and outputs", "Teams working in Software engineering, Digital products" @@ -112525,7 +112525,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Game Developer work by producing game implementation brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 15 1255.01, then confirm that the reference is current and applicable. Inspect Game Developer Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Game Developer work by producing game implementation brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 15 1255.01, then confirm that the reference is current and applicable. Inspect Game Developer Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -112557,7 +112557,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 1255.01", + "label": "O*NET OnLine \u2014 Summary / 15 1255.01", "url": "https://www.onetonline.org/link/summary/15-1255.01", "used_for": "Role or occupation reference for Game Developer scope and source checks." } @@ -112706,10 +112706,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Investor Relations Manager role.", - "summary": "Use this bundle to plan and review Investor Relations Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is investor communications review brief. Start source review with European Commission ESCO — Classification / Occupation.", + "summary": "Use this bundle to plan and review Investor Relations Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is investor communications review brief. Start source review with European Commission ESCO \u2014 Classification / Occupation.", "meta_description": "Free Investor Relations Manager Markdown bundle with workflows, source references, and investor communications review brief for use with AI assistants.", "social_summary": "Investor Relations Manager: investor communications review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,574 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,574 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Investor Relations Manager work, plus teams reviewing its decisions and outputs", "Teams working in Finance, Business operations" @@ -112722,7 +112722,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Investor Relations Manager work by producing investor communications review brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with European Commission ESCO — Classification / Occupation, then confirm that the reference is current and applicable. Inspect Investor Relations Manager Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Investor Relations Manager work by producing investor communications review brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with European Commission ESCO \u2014 Classification / Occupation, then confirm that the reference is current and applicable. Inspect Investor Relations Manager Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -112754,12 +112754,12 @@ ], "source_notes": [ { - "label": "European Commission ESCO — Classification / Occupation", + "label": "European Commission ESCO \u2014 Classification / Occupation", "url": "https://esco.ec.europa.eu/en/classification/occupation", "used_for": "Role or occupation reference for Investor Relations Manager scope and source checks." }, { - "label": "U.S. Securities and Exchange Commission — 08 / Selective Disclosure Insider Trading", + "label": "U.S. Securities and Exchange Commission \u2014 08 / Selective Disclosure Insider Trading", "url": "https://www.sec.gov/rules-regulations/2000/08/selective-disclosure-insider-trading", "used_for": "Role or occupation reference for Investor Relations Manager scope and source checks." } @@ -112907,10 +112907,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Legal Secretary / Legal Administrative Assistant role.", - "summary": "Use this bundle to plan and review Legal Secretary / Legal Administrative Assistant work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is legal matter administration brief. Start source review with O*NET OnLine — Summary / 43 6012.00.", + "summary": "Use this bundle to plan and review Legal Secretary / Legal Administrative Assistant work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is legal matter administration brief. Start source review with O*NET OnLine \u2014 Summary / 43 6012.00.", "meta_description": "Free Legal Secretary / Legal Administrative Assistant Markdown bundle with workflows, source references, and legal matter administration brief for use with.", "social_summary": "Legal Secretary / Legal Administrative Assistant: legal matter administration brief, workflows, and.", - "download_note": "10 Markdown files · 1,641 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,641 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Legal Secretary / Legal Administrative Assistant work, plus teams reviewing its decisions and outputs", "Teams working in Legal and compliance, Regulated operations" @@ -112923,7 +112923,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Legal Secretary / Legal Administrative Assistant work by producing legal matter administration brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 43 6012.00, then confirm that the reference is current and applicable. Inspect Legal Secretary / Legal Administrative Assistant Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Legal Secretary / Legal Administrative Assistant work by producing legal matter administration brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 43 6012.00, then confirm that the reference is current and applicable. Inspect Legal Secretary / Legal Administrative Assistant Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -112955,7 +112955,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 43 6012.00", + "label": "O*NET OnLine \u2014 Summary / 43 6012.00", "url": "https://www.onetonline.org/link/summary/43-6012.00", "used_for": "Role or occupation reference for Legal Secretary / Legal Administrative Assistant scope and source checks." } @@ -113112,10 +113112,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Conversation / Conversational UX Designer role.", - "summary": "Use this bundle to plan and review Conversation / Conversational UX Designer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is conversational experience brief. Start source review with O*NET OnLine — Summary / 15 1255.00.", + "summary": "Use this bundle to plan and review Conversation / Conversational UX Designer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is conversational experience brief. Start source review with O*NET OnLine \u2014 Summary / 15 1255.00.", "meta_description": "Free Conversation / Conversational UX Designer Markdown bundle with workflows, source references, and conversational experience brief for use with AI.", "social_summary": "Conversation / Conversational UX Designer: conversational experience brief, workflows, and review.", - "download_note": "10 Markdown files · 1,598 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,598 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Conversation / Conversational UX Designer work, plus teams reviewing its decisions and outputs", "Teams working in Product design, Digital products" @@ -113128,7 +113128,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Conversation / Conversational UX Designer work by producing conversational experience brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 15 1255.00, then confirm that the reference is current and applicable. Inspect Conversation / Conversational UX Designer Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Conversation / Conversational UX Designer work by producing conversational experience brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 15 1255.00, then confirm that the reference is current and applicable. Inspect Conversation / Conversational UX Designer Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -113160,7 +113160,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 1255.00", + "label": "O*NET OnLine \u2014 Summary / 15 1255.00", "url": "https://www.onetonline.org/link/summary/15-1255.00", "used_for": "Role or occupation reference for Conversation / Conversational UX Designer scope and source checks." } @@ -113307,10 +113307,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Design Systems Designer role.", - "summary": "Use this bundle to plan and review Design Systems Designer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is design system change brief. Start source review with O*NET OnLine — Summary / 15 1255.00.", + "summary": "Use this bundle to plan and review Design Systems Designer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is design system change brief. Start source review with O*NET OnLine \u2014 Summary / 15 1255.00.", "meta_description": "Free Design Systems Designer Markdown bundle with workflows, source references, and design system change brief for use with AI assistants.", "social_summary": "Design Systems Designer: design system change brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,552 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,552 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Design Systems Designer work, plus teams reviewing its decisions and outputs", "Teams working in Product design, Digital products" @@ -113323,7 +113323,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Design Systems Designer work by producing design system change brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 15 1255.00, then confirm that the reference is current and applicable. Inspect Design Systems Designer Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Design Systems Designer work by producing design system change brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 15 1255.00, then confirm that the reference is current and applicable. Inspect Design Systems Designer Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -113355,7 +113355,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 1255.00", + "label": "O*NET OnLine \u2014 Summary / 15 1255.00", "url": "https://www.onetonline.org/link/summary/15-1255.00", "used_for": "Role or occupation reference for Design Systems Designer scope and source checks." } @@ -113502,10 +113502,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Embedded Systems / Firmware Engineer role.", - "summary": "Use this bundle to plan and review Embedded Systems / Firmware Engineer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is firmware engineering brief. Start source review with European Commission ESCO — Classification / Occupation Main.", + "summary": "Use this bundle to plan and review Embedded Systems / Firmware Engineer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is firmware engineering brief. Start source review with European Commission ESCO \u2014 Classification / Occupation Main.", "meta_description": "Free Embedded Systems / Firmware Engineer Markdown bundle with workflows, source references, and firmware engineering brief for use with AI assistants.", "social_summary": "Embedded Systems / Firmware Engineer: firmware engineering brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,582 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,582 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Embedded Systems / Firmware Engineer work, plus teams reviewing its decisions and outputs", "Teams working in Software engineering, Digital products" @@ -113518,7 +113518,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Embedded Systems / Firmware Engineer work by producing firmware engineering brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with European Commission ESCO — Classification / Occupation Main, then confirm that the reference is current and applicable. Inspect Embedded Systems / Firmware Engineer Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Embedded Systems / Firmware Engineer work by producing firmware engineering brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with European Commission ESCO \u2014 Classification / Occupation Main, then confirm that the reference is current and applicable. Inspect Embedded Systems / Firmware Engineer Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -113550,7 +113550,7 @@ ], "source_notes": [ { - "label": "European Commission ESCO — Classification / Occupation Main", + "label": "European Commission ESCO \u2014 Classification / Occupation Main", "url": "https://esco.ec.europa.eu/en/classification/occupation_main", "used_for": "Role or occupation reference for Embedded Systems / Firmware Engineer scope and source checks." } @@ -113697,10 +113697,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Quantitative Analyst (Quant) role.", - "summary": "Use this bundle to plan and review Quantitative Analyst (Quant) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is quantitative model review brief. Start source review with O*NET OnLine — Summary / 13 2099.01.", + "summary": "Use this bundle to plan and review Quantitative Analyst (Quant) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is quantitative model review brief. Start source review with O*NET OnLine \u2014 Summary / 13 2099.01.", "meta_description": "Free Quantitative Analyst (Quant) Markdown bundle with workflows, source references, and quantitative model review brief for use with AI assistants.", "social_summary": "Quantitative Analyst (Quant): quantitative model review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,579 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,579 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Quantitative Analyst (Quant) work, plus teams reviewing its decisions and outputs", "Teams working in Data and analytics, Research" @@ -113713,7 +113713,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Quantitative Analyst (Quant) work by producing quantitative model review brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 13 2099.01, then confirm that the reference is current and applicable. Inspect Quantitative Analyst (Quant) Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Quantitative Analyst (Quant) work by producing quantitative model review brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 13 2099.01, then confirm that the reference is current and applicable. Inspect Quantitative Analyst (Quant) Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -113745,7 +113745,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 2099.01", + "label": "O*NET OnLine \u2014 Summary / 13 2099.01", "url": "https://www.onetonline.org/link/summary/13-2099.01", "used_for": "Role or occupation reference for Quantitative Analyst (Quant) scope and source checks." } @@ -113892,10 +113892,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Sales Compensation / Incentive Analyst role.", - "summary": "Use this bundle to plan and review Sales Compensation / Incentive Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is sales compensation analysis brief. Start source review with O*NET OnLine — Summary / 13 1141.00.", + "summary": "Use this bundle to plan and review Sales Compensation / Incentive Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is sales compensation analysis brief. Start source review with O*NET OnLine \u2014 Summary / 13 1141.00.", "meta_description": "Free Sales Compensation / Incentive Analyst Markdown bundle with workflows, source references, and sales compensation analysis brief for use with AI.", "social_summary": "Sales Compensation / Incentive Analyst: sales compensation analysis brief, workflows, and review.", - "download_note": "10 Markdown files · 1,581 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,581 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Sales Compensation / Incentive Analyst work, plus teams reviewing its decisions and outputs", "Teams working in Sales, Revenue operations" @@ -113908,7 +113908,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Sales Compensation / Incentive Analyst work by producing sales compensation analysis brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 13 1141.00, then confirm that the reference is current and applicable. Inspect Sales Compensation / Incentive Analyst Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Sales Compensation / Incentive Analyst work by producing sales compensation analysis brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 13 1141.00, then confirm that the reference is current and applicable. Inspect Sales Compensation / Incentive Analyst Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -113940,7 +113940,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 1141.00", + "label": "O*NET OnLine \u2014 Summary / 13 1141.00", "url": "https://www.onetonline.org/link/summary/13-1141.00", "used_for": "Role or occupation reference for Sales Compensation / Incentive Analyst scope and source checks." } @@ -114097,10 +114097,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Statistician role.", - "summary": "Use this bundle to plan and review Statistician work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is statistical analysis brief. Start source review with O*NET OnLine — Details / 15 2041.00.", + "summary": "Use this bundle to plan and review Statistician work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is statistical analysis brief. Start source review with O*NET OnLine \u2014 Details / 15 2041.00.", "meta_description": "Free Statistician Markdown bundle with workflows, source references, and statistical analysis brief for use with AI assistants.", "social_summary": "Statistician: statistical analysis brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,494 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,494 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Statistician work, plus teams reviewing its decisions and outputs", "Teams working in Data and analytics, Research" @@ -114113,7 +114113,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Statistician work by producing statistical analysis brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 15 2041.00, then confirm that the reference is current and applicable. Inspect Statistician Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Statistician work by producing statistical analysis brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 15 2041.00, then confirm that the reference is current and applicable. Inspect Statistician Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -114145,7 +114145,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 15 2041.00", + "label": "O*NET OnLine \u2014 Details / 15 2041.00", "url": "https://www.onetonline.org/link/details/15-2041.00", "used_for": "Role or occupation reference for Statistician scope and source checks." } @@ -114291,10 +114291,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Cost Estimator role.", - "summary": "Use this bundle to plan and review Cost Estimator work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is cost estimate basis brief. Start source review with O*NET OnLine — Summary / 13 1051.00.", + "summary": "Use this bundle to plan and review Cost Estimator work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is cost estimate basis brief. Start source review with O*NET OnLine \u2014 Summary / 13 1051.00.", "meta_description": "Free Cost Estimator Markdown bundle with workflows, source references, and cost estimate basis brief for use with AI assistants.", "social_summary": "Cost Estimator: cost estimate basis brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,542 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,542 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Cost Estimator work, plus teams reviewing its decisions and outputs", "Teams working in Finance, Business operations" @@ -114307,7 +114307,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Cost Estimator work by producing cost estimate basis brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 13 1051.00, then confirm that the reference is current and applicable. Inspect Cost Estimator Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Cost Estimator work by producing cost estimate basis brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 13 1051.00, then confirm that the reference is current and applicable. Inspect Cost Estimator Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -114339,7 +114339,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 1051.00", + "label": "O*NET OnLine \u2014 Summary / 13 1051.00", "url": "https://www.onetonline.org/link/summary/13-1051.00", "used_for": "Role or occupation reference for Cost Estimator scope and source checks." } @@ -114485,10 +114485,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Game / 3D Artist role.", - "summary": "Use this bundle to plan and review Game / 3D Artist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is game art asset brief. Start source review with O*NET OnLine — Summary / 27 1014.00.", + "summary": "Use this bundle to plan and review Game / 3D Artist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is game art asset brief. Start source review with O*NET OnLine \u2014 Summary / 27 1014.00.", "meta_description": "Free Game / 3D Artist Markdown bundle with workflows, source references, and game art asset brief for use with AI assistants.", "social_summary": "Game / 3D Artist: game art asset brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,592 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,592 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Game / 3D Artist work, plus teams reviewing its decisions and outputs", "Teams working in Games, Digital media" @@ -114501,7 +114501,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Game / 3D Artist work by producing game art asset brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 27 1014.00, then confirm that the reference is current and applicable. Inspect Game / 3D Artist Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Game / 3D Artist work by producing game art asset brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 27 1014.00, then confirm that the reference is current and applicable. Inspect Game / 3D Artist Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -114533,7 +114533,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 27 1014.00", + "label": "O*NET OnLine \u2014 Summary / 27 1014.00", "url": "https://www.onetonline.org/link/summary/27-1014.00", "used_for": "Role or occupation reference for Game / 3D Artist scope and source checks." } @@ -114679,10 +114679,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Operations Research Analyst role.", - "summary": "Use this bundle to plan and review Operations Research Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is operations research decision brief. Start source review with O*NET OnLine — Summary / 15 2031.00.", + "summary": "Use this bundle to plan and review Operations Research Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is operations research decision brief. Start source review with O*NET OnLine \u2014 Summary / 15 2031.00.", "meta_description": "Free Operations Research Analyst Markdown bundle with workflows, source references, and operations research decision brief for use with AI assistants.", "social_summary": "Operations Research Analyst: operations research decision brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,542 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,542 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Operations Research Analyst work, plus teams reviewing its decisions and outputs", "Teams working in Data and analytics, Research" @@ -114695,7 +114695,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Operations Research Analyst work by producing operations research decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 15 2031.00, then confirm that the reference is current and applicable. Inspect Operations Research Analyst Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Operations Research Analyst work by producing operations research decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 15 2031.00, then confirm that the reference is current and applicable. Inspect Operations Research Analyst Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -114727,7 +114727,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 2031.00", + "label": "O*NET OnLine \u2014 Summary / 15 2031.00", "url": "https://www.onetonline.org/link/summary/15-2031.00", "used_for": "Role or occupation reference for Operations Research Analyst scope and source checks." } @@ -114873,10 +114873,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Biostatistician role.", - "summary": "Use this bundle to plan and review Biostatistician work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is biostatistical analysis brief. Start source review with O*NET OnLine — Summary / 15 2041.01.", + "summary": "Use this bundle to plan and review Biostatistician work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is biostatistical analysis brief. Start source review with O*NET OnLine \u2014 Summary / 15 2041.01.", "meta_description": "Free Biostatistician Markdown bundle with workflows, source references, and biostatistical analysis brief for use with AI assistants.", "social_summary": "Biostatistician: biostatistical analysis brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,565 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,565 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Biostatistician work, plus teams reviewing its decisions and outputs", "Teams working in Data and analytics, Research" @@ -114889,7 +114889,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Biostatistician work by producing biostatistical analysis brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 15 2041.01, then confirm that the reference is current and applicable. Inspect Biostatistician Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Biostatistician work by producing biostatistical analysis brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 15 2041.01, then confirm that the reference is current and applicable. Inspect Biostatistician Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -114921,12 +114921,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 2041.01", + "label": "O*NET OnLine \u2014 Summary / 15 2041.01", "url": "https://www.onetonline.org/link/summary/15-2041.01", "used_for": "Role or occupation reference for Biostatistician scope and source checks." }, { - "label": "U.S. Food and Drug Administration — Search FDA Guidance Documents / E9 Statistical Principles Clinical Trials", + "label": "U.S. Food and Drug Administration \u2014 Search FDA Guidance Documents / E9 Statistical Principles Clinical Trials", "url": "https://www.fda.gov/regulatory-information/search-fda-guidance-documents/e9-statistical-principles-clinical-trials", "used_for": "Role or occupation reference for Biostatistician scope and source checks." } @@ -115074,10 +115074,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Computer and Information Research Scientist role.", - "summary": "Use this bundle to plan and review Computer and Information Research Scientist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is computing research brief. Start source review with O*NET OnLine — Summary / 15 1221.00.", + "summary": "Use this bundle to plan and review Computer and Information Research Scientist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is computing research brief. Start source review with O*NET OnLine \u2014 Summary / 15 1221.00.", "meta_description": "Free Computer and Information Research Scientist Markdown bundle with workflows, source references, and computing research brief for use with AI assistants.", "social_summary": "Computer and Information Research Scientist: computing research brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,478 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,478 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Computer and Information Research Scientist work, plus teams reviewing its decisions and outputs", "Teams working in Technology, Research" @@ -115090,7 +115090,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Computer and Information Research Scientist work by producing computing research brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 15 1221.00, then confirm that the reference is current and applicable. Inspect Computer and Information Research Scientist Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Computer and Information Research Scientist work by producing computing research brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 15 1221.00, then confirm that the reference is current and applicable. Inspect Computer and Information Research Scientist Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -115122,12 +115122,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 15 1221.00", + "label": "O*NET OnLine \u2014 Summary / 15 1221.00", "url": "https://www.onetonline.org/link/summary/15-1221.00", "used_for": "Role or occupation reference for Computer and Information Research Scientist scope and source checks." }, { - "label": "NIST — Itl / Ai Risk Management Framework", + "label": "NIST \u2014 Itl / Ai Risk Management Framework", "url": "https://www.nist.gov/itl/ai-risk-management-framework", "used_for": "Role or occupation reference for Computer and Information Research Scientist scope and source checks." } @@ -115173,7 +115173,7 @@ "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the AI / ML Product Manager role.", "meta_description": "Free AI / ML Product Manager Markdown bundle with workflows, source references, and aI product decision brief for use with AI assistants.", "social_summary": "AI / ML Product Manager: aI product decision brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,584 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,584 words \u00b7 no signup \u00b7 CC-BY-4.0", "featured_contents": [ { "type": "Role guide", @@ -115202,12 +115202,12 @@ ], "source_notes": [ { - "label": "European Commission ESCO — Classification / occupation", + "label": "European Commission ESCO \u2014 Classification / occupation", "url": "https://esco.ec.europa.eu/en/classification/occupation?uri=http://data.europa.eu/esco/occupation/a79170ad-0b7b-4697-864f-1748359aa10a", "used_for": "Role or occupation reference for AI / ML Product Manager scope and source checks." }, { - "label": "NIST — Itl / ai risk management framework", + "label": "NIST \u2014 Itl / ai risk management framework", "url": "https://www.nist.gov/itl/ai-risk-management-framework", "used_for": "Role or occupation reference for AI / ML Product Manager scope and source checks." } @@ -115518,7 +115518,7 @@ "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Customer Support / CX Analyst role.", "meta_description": "Free Customer Support / CX Analyst Markdown bundle with workflows, source references, and customer experience analysis brief for use with AI assistants.", "social_summary": "Customer Support / CX Analyst: customer experience analysis brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,458 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,458 words \u00b7 no signup \u00b7 CC-BY-4.0", "featured_contents": [ { "type": "Role guide", @@ -115547,7 +115547,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 13 1161.00", + "label": "O*NET OnLine \u2014 Summary / 13 1161.00", "url": "https://www.onetonline.org/link/summary/13-1161.00", "used_for": "Role or occupation reference for Customer Support / CX Analyst scope and source checks." } @@ -115694,10 +115694,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Chief Information Officer (CIO) role.", - "summary": "Use this bundle to plan and review Chief Information Officer (CIO) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is technology strategy and governance brief. Start source review with O*NET OnLine — Custom / 11 1011.00.", + "summary": "Use this bundle to plan and review Chief Information Officer (CIO) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is technology strategy and governance brief. Start source review with O*NET OnLine \u2014 Custom / 11 1011.00.", "meta_description": "Free Chief Information Officer (CIO) Markdown bundle with workflows, source references, and technology strategy and governance brief for use with AI.", "social_summary": "Chief Information Officer (CIO): technology strategy and governance brief, workflows, and review.", - "download_note": "10 Markdown files · 1,506 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,506 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Chief Information Officer (CIO) work, plus teams reviewing its decisions and outputs", "Teams working in Enterprise management, Technology" @@ -115710,7 +115710,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Chief Information Officer (CIO) work by producing technology strategy and governance brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Custom / 11 1011.00, then confirm that the reference is current and applicable. Inspect Chief Information Officer (CIO) Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Chief Information Officer (CIO) work by producing technology strategy and governance brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Custom / 11 1011.00, then confirm that the reference is current and applicable. Inspect Chief Information Officer (CIO) Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -115742,7 +115742,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Custom / 11 1011.00", + "label": "O*NET OnLine \u2014 Custom / 11 1011.00", "url": "https://www.onetonline.org/link/custom/11-1011.00", "used_for": "Role or occupation reference for Chief Information Officer (CIO) scope and source checks." } @@ -115897,10 +115897,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Chief Product Officer (CPO) role.", - "summary": "Use this bundle to plan and review Chief Product Officer (CPO) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is product portfolio decision brief. Start source review with O*NET OnLine — Summary / 11 1011.00.", + "summary": "Use this bundle to plan and review Chief Product Officer (CPO) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is product portfolio decision brief. Start source review with O*NET OnLine \u2014 Summary / 11 1011.00.", "meta_description": "Free Chief Product Officer (CPO) Markdown bundle with workflows, source references, and product portfolio decision brief for use with AI assistants.", "social_summary": "Chief Product Officer (CPO): product portfolio decision brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,490 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,490 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Chief Product Officer (CPO) work, plus teams reviewing its decisions and outputs", "Teams working in Digital products, Technology" @@ -115913,7 +115913,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Chief Product Officer (CPO) work by producing product portfolio decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 11 1011.00, then confirm that the reference is current and applicable. Inspect Chief Product Officer (CPO) Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Chief Product Officer (CPO) work by producing product portfolio decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 11 1011.00, then confirm that the reference is current and applicable. Inspect Chief Product Officer (CPO) Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -115945,7 +115945,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 11 1011.00", + "label": "O*NET OnLine \u2014 Summary / 11 1011.00", "url": "https://www.onetonline.org/link/summary/11-1011.00", "used_for": "Role or occupation reference for Chief Product Officer (CPO) scope and source checks." } @@ -116094,10 +116094,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Contract Manager / Contract Administrator role.", - "summary": "Use this bundle to plan and review Contract Manager / Contract Administrator work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is contract administration brief. Start source review with European Commission ESCO — Classification / Occupation Main.", + "summary": "Use this bundle to plan and review Contract Manager / Contract Administrator work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is contract administration brief. Start source review with European Commission ESCO \u2014 Classification / Occupation Main.", "meta_description": "Free Contract Manager / Contract Administrator Markdown bundle with workflows, source references, and contract administration brief for use with AI.", "social_summary": "Contract Manager / Contract Administrator: contract administration brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,492 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,492 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Contract Manager / Contract Administrator work, plus teams reviewing its decisions and outputs", "Teams working in Legal operations, Business services" @@ -116110,7 +116110,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Contract Manager / Contract Administrator work by producing contract administration brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with European Commission ESCO — Classification / Occupation Main, then confirm that the reference is current and applicable. Inspect Contract Manager / Contract Administrator Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Contract Manager / Contract Administrator work by producing contract administration brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with European Commission ESCO \u2014 Classification / Occupation Main, then confirm that the reference is current and applicable. Inspect Contract Manager / Contract Administrator Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -116142,7 +116142,7 @@ ], "source_notes": [ { - "label": "European Commission ESCO — Classification / Occupation Main", + "label": "European Commission ESCO \u2014 Classification / Occupation Main", "url": "https://esco.ec.europa.eu/en/classification/occupation_main", "used_for": "Role or occupation reference for Contract Manager / Contract Administrator scope and source checks." } @@ -116304,10 +116304,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Customer Service / Support Manager role.", - "summary": "Use this bundle to plan and review Customer Service / Support Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is customer support operating brief. Start source review with European Commission ESCO — Classification / Occupation Main.", + "summary": "Use this bundle to plan and review Customer Service / Support Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is customer support operating brief. Start source review with European Commission ESCO \u2014 Classification / Occupation Main.", "meta_description": "Free Customer Service / Support Manager Markdown bundle with workflows, source references, and customer support operating brief for use with AI assistants.", "social_summary": "Customer Service / Support Manager: customer support operating brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,487 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,487 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Customer Service / Support Manager work, plus teams reviewing its decisions and outputs", "Teams working in Customer service, Business operations" @@ -116320,7 +116320,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Customer Service / Support Manager work by producing customer support operating brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with European Commission ESCO — Classification / Occupation Main, then confirm that the reference is current and applicable. Inspect Customer Service / Support Manager Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Customer Service / Support Manager work by producing customer support operating brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with European Commission ESCO \u2014 Classification / Occupation Main, then confirm that the reference is current and applicable. Inspect Customer Service / Support Manager Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -116352,7 +116352,7 @@ ], "source_notes": [ { - "label": "European Commission ESCO — Classification / Occupation Main", + "label": "European Commission ESCO \u2014 Classification / Occupation Main", "url": "https://esco.ec.europa.eu/en/classification/occupation_main", "used_for": "Role or occupation reference for Customer Service / Support Manager scope and source checks." } @@ -116527,7 +116527,7 @@ "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Ansible.", "meta_description": "Free Ansible Markdown bundle with workflows, source references, and ansible change plan for use with AI assistants.", "social_summary": "Ansible: ansible change plan, workflows, and review guidance", - "download_note": "10 Markdown files · 1,515 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,515 words \u00b7 no signup \u00b7 CC-BY-4.0", "featured_contents": [ { "type": "Tool guide", @@ -116556,17 +116556,17 @@ ], "source_notes": [ { - "label": "redhat.com — Management / ansible", + "label": "redhat.com \u2014 Management / ansible", "url": "https://www.redhat.com/en/technologies/management/ansible", "used_for": "Product, platform, or operating reference for Ansible scope and source checks." }, { - "label": "docs.ansible.com — Playbook guide / playbooks checkmode.html", + "label": "docs.ansible.com \u2014 Playbook guide / playbooks checkmode.html", "url": "https://docs.ansible.com/projects/ansible/latest/playbook_guide/playbooks_checkmode.html", "used_for": "Product, platform, or operating reference for Ansible scope and source checks." }, { - "label": "docs.ansible.com — Playbook guide / playbooks vault.html", + "label": "docs.ansible.com \u2014 Playbook guide / playbooks vault.html", "url": "https://docs.ansible.com/projects/ansible/latest/playbook_guide/playbooks_vault.html", "used_for": "Product, platform, or operating reference for Ansible scope and source checks." } @@ -116704,10 +116704,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with SAP Ariba.", - "summary": "Use this bundle to plan or review work in SAP Ariba before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is SAP Ariba change and approval brief. Start source review with sap.com — Spend Management / Ariba Procurement Solutions.", + "summary": "Use this bundle to plan or review work in SAP Ariba before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is SAP Ariba change and approval brief. Start source review with sap.com \u2014 Spend Management / Ariba Procurement Solutions.", "meta_description": "Free SAP Ariba Markdown bundle with workflows, source references, and sAP Ariba change and approval brief for use with AI assistants.", "social_summary": "SAP Ariba: sAP Ariba change and approval brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,560 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,560 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in SAP Ariba", "Teams working in Technology, Business operations" @@ -116720,7 +116720,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review SAP Ariba and produce SAP Ariba change and approval brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with sap.com — Spend Management / Ariba Procurement Solutions, then confirm that the reference is current and applicable. Inspect SAP Ariba before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review SAP Ariba and produce SAP Ariba change and approval brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with sap.com \u2014 Spend Management / Ariba Procurement Solutions, then confirm that the reference is current and applicable. Inspect SAP Ariba before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -116752,17 +116752,17 @@ ], "source_notes": [ { - "label": "sap.com — Spend Management / Ariba Procurement Solutions", + "label": "sap.com \u2014 Spend Management / Ariba Procurement Solutions", "url": "https://www.sap.com/products/spend-management/ariba-procurement-solutions.html", "used_for": "Product, platform, or operating reference for SAP Ariba scope and source checks." }, { - "label": "help.sap.com — Docs / ARIBA PROCUREMENT", + "label": "help.sap.com \u2014 Docs / ARIBA PROCUREMENT", "url": "https://help.sap.com/docs/ARIBA_PROCUREMENT", "used_for": "Product, platform, or operating reference for SAP Ariba scope and source checks." }, { - "label": "help.sap.com — 095db213a1b34a17b7acc7d625c6e337 / 6b6f7934c1da1014a19da56f90b9aa77", + "label": "help.sap.com \u2014 095db213a1b34a17b7acc7d625c6e337 / 6b6f7934c1da1014a19da56f90b9aa77", "url": "https://help.sap.com/docs/ARIBA_PROCUREMENT/095db213a1b34a17b7acc7d625c6e337/6b6f7934c1da1014a19da56f90b9aa77.html", "used_for": "Product, platform, or operating reference for SAP Ariba scope and source checks." } @@ -116936,7 +116936,7 @@ "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Apache Airflow.", "meta_description": "Free Apache Airflow Markdown bundle with workflows, source references, and airflow workflow change brief for use with AI assistants.", "social_summary": "Apache Airflow: airflow workflow change brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,554 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,554 words \u00b7 no signup \u00b7 CC-BY-4.0", "featured_contents": [ { "type": "Tool guide", @@ -116970,12 +116970,12 @@ "used_for": "Product, platform, or operating reference for Apache Airflow scope and source checks." }, { - "label": "airflow.apache.org — Core concepts / dags.html", + "label": "airflow.apache.org \u2014 Core concepts / dags.html", "url": "https://airflow.apache.org/docs/apache-airflow/stable/core-concepts/dags.html", "used_for": "Product, platform, or operating reference for Apache Airflow scope and source checks." }, { - "label": "airflow.apache.org — Authoring and scheduling / connections.html", + "label": "airflow.apache.org \u2014 Authoring and scheduling / connections.html", "url": "https://airflow.apache.org/docs/apache-airflow/stable/authoring-and-scheduling/connections.html", "used_for": "Product, platform, or operating reference for Apache Airflow scope and source checks." } @@ -117114,10 +117114,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with LinkedIn Ads (Campaign Manager).", - "summary": "Use this bundle to plan or review work in LinkedIn Ads (Campaign Manager) before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is LinkedIn campaign change brief. Start source review with Microsoft Learn — Linkedin / Marketing.", + "summary": "Use this bundle to plan or review work in LinkedIn Ads (Campaign Manager) before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is LinkedIn campaign change brief. Start source review with Microsoft Learn \u2014 Linkedin / Marketing.", "meta_description": "Free LinkedIn Ads (Campaign Manager) Markdown bundle with workflows, source references, and linkedIn campaign change brief for use with AI assistants.", "social_summary": "LinkedIn Ads (Campaign Manager): linkedIn campaign change brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,583 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,583 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in LinkedIn Ads (Campaign Manager)", "Teams working in Technology, Business operations" @@ -117130,7 +117130,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review LinkedIn Ads (Campaign Manager) and produce LinkedIn campaign change brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Microsoft Learn — Linkedin / Marketing, then confirm that the reference is current and applicable. Inspect LinkedIn Ads (Campaign Manager) before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review LinkedIn Ads (Campaign Manager) and produce LinkedIn campaign change brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Microsoft Learn \u2014 Linkedin / Marketing, then confirm that the reference is current and applicable. Inspect LinkedIn Ads (Campaign Manager) before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -117162,17 +117162,17 @@ ], "source_notes": [ { - "label": "Microsoft Learn — Linkedin / Marketing", + "label": "Microsoft Learn \u2014 Linkedin / Marketing", "url": "https://learn.microsoft.com/en-us/linkedin/marketing/overview?view=li-lms-2026-03", "used_for": "Product, platform, or operating reference for LinkedIn Ads (Campaign Manager) scope and source checks." }, { - "label": "Microsoft Learn — Marketing / Increasing Access", + "label": "Microsoft Learn \u2014 Marketing / Increasing Access", "url": "https://learn.microsoft.com/en-us/linkedin/marketing/increasing-access?view=li-lms-2026-06", "used_for": "Product, platform, or operating reference for LinkedIn Ads (Campaign Manager) scope and source checks." }, { - "label": "Microsoft Learn — Conversions / Getting Access Conversions", + "label": "Microsoft Learn \u2014 Conversions / Getting Access Conversions", "url": "https://learn.microsoft.com/en-us/linkedin/marketing/conversions/getting-access-conversions?view=li-lms-2026-04", "used_for": "Product, platform, or operating reference for LinkedIn Ads (Campaign Manager) scope and source checks." } @@ -117318,10 +117318,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Canvas.", - "summary": "Use this bundle to plan or review work in Canvas before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Canvas LMS change brief. Start source review with instructure.com — Canvas.", + "summary": "Use this bundle to plan or review work in Canvas before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Canvas LMS change brief. Start source review with instructure.com \u2014 Canvas.", "meta_description": "Free Canvas Markdown bundle with workflows, source references, and canvas LMS change brief for use with AI assistants.", "social_summary": "Canvas: canvas LMS change brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,519 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,519 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Canvas", "Teams working in Technology, Business operations" @@ -117334,7 +117334,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Canvas and produce Canvas LMS change brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with instructure.com — Canvas, then confirm that the reference is current and applicable. Inspect Canvas before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Canvas and produce Canvas LMS change brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with instructure.com \u2014 Canvas, then confirm that the reference is current and applicable. Inspect Canvas before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -117366,12 +117366,12 @@ ], "source_notes": [ { - "label": "instructure.com — Canvas", + "label": "instructure.com \u2014 Canvas", "url": "https://www.instructure.com/canvas", "used_for": "Product, platform, or operating reference for Canvas scope and source checks." }, { - "label": "canvas.instructure.com — Doc / API", + "label": "canvas.instructure.com \u2014 Doc / API", "url": "https://canvas.instructure.com/doc/api/index.html", "used_for": "Product, platform, or operating reference for Canvas scope and source checks." } @@ -117518,10 +117518,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with ChatGPT / OpenAI API.", - "summary": "Use this bundle to plan or review work in ChatGPT / OpenAI API before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is OpenAI implementation and risk brief. Start source review with openai.com — API.", + "summary": "Use this bundle to plan or review work in ChatGPT / OpenAI API before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is OpenAI implementation and risk brief. Start source review with openai.com \u2014 API.", "meta_description": "Free ChatGPT / OpenAI API Markdown bundle with workflows, source references, and openAI implementation and risk brief for use with AI assistants.", "social_summary": "ChatGPT / OpenAI API: openAI implementation and risk brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,612 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,612 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in ChatGPT / OpenAI API", "Teams working in Technology, Business operations" @@ -117534,7 +117534,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review ChatGPT / OpenAI API and produce OpenAI implementation and risk brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with openai.com — API, then confirm that the reference is current and applicable. Inspect ChatGPT / OpenAI API before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review ChatGPT / OpenAI API and produce OpenAI implementation and risk brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with openai.com \u2014 API, then confirm that the reference is current and applicable. Inspect ChatGPT / OpenAI API before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -117566,17 +117566,17 @@ ], "source_notes": [ { - "label": "openai.com — API", + "label": "openai.com \u2014 API", "url": "https://openai.com/api/", "used_for": "Product, platform, or operating reference for ChatGPT / OpenAI API scope and source checks." }, { - "label": "developers.openai.com — Guides / Tools", + "label": "developers.openai.com \u2014 Guides / Tools", "url": "https://developers.openai.com/api/docs/guides/tools", "used_for": "Product, platform, or operating reference for ChatGPT / OpenAI API scope and source checks." }, { - "label": "developers.openai.com — Guides / Your Data", + "label": "developers.openai.com \u2014 Guides / Your Data", "url": "https://developers.openai.com/api/docs/guides/your-data", "used_for": "Product, platform, or operating reference for ChatGPT / OpenAI API scope and source checks." } @@ -117722,10 +117722,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with JetBrains IDEs.", - "summary": "Use this bundle to plan or review work in JetBrains IDEs before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is JetBrains IDE configuration brief. Start source review with jetbrains.com — Ides.", + "summary": "Use this bundle to plan or review work in JetBrains IDEs before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is JetBrains IDE configuration brief. Start source review with jetbrains.com \u2014 Ides.", "meta_description": "Free JetBrains IDEs Markdown bundle with workflows, source references, and jetBrains IDE configuration brief for use with AI assistants.", "social_summary": "JetBrains IDEs: jetBrains IDE configuration brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,584 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,584 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in JetBrains IDEs", "Teams working in Technology, Business operations" @@ -117738,7 +117738,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review JetBrains IDEs and produce JetBrains IDE configuration brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with jetbrains.com — Ides, then confirm that the reference is current and applicable. Inspect JetBrains IDEs before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review JetBrains IDEs and produce JetBrains IDE configuration brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with jetbrains.com \u2014 Ides, then confirm that the reference is current and applicable. Inspect JetBrains IDEs before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -117770,17 +117770,17 @@ ], "source_notes": [ { - "label": "jetbrains.com — Ides", + "label": "jetbrains.com \u2014 Ides", "url": "https://www.jetbrains.com/ides/", "used_for": "Product, platform, or operating reference for JetBrains IDEs scope and source checks." }, { - "label": "jetbrains.com — Idea / Project Security", + "label": "jetbrains.com \u2014 Idea / Project Security", "url": "https://www.jetbrains.com/help/idea/project-security.html", "used_for": "Product, platform, or operating reference for JetBrains IDEs scope and source checks." }, { - "label": "jetbrains.com — Idea / Managing Plugins", + "label": "jetbrains.com \u2014 Idea / Managing Plugins", "url": "https://www.jetbrains.com/help/idea/managing-plugins.html", "used_for": "Product, platform, or operating reference for JetBrains IDEs scope and source checks." } @@ -117926,10 +117926,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Moodle.", - "summary": "Use this bundle to plan or review work in Moodle before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Moodle change brief. Start source review with moodledev.io — 5.1 / Apis.", + "summary": "Use this bundle to plan or review work in Moodle before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Moodle change brief. Start source review with moodledev.io \u2014 5.1 / Apis.", "meta_description": "Free Moodle Markdown bundle with workflows, source references, and moodle change brief for use with AI assistants.", "social_summary": "Moodle: moodle change brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,485 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,485 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Moodle", "Teams working in Technology, Business operations" @@ -117942,7 +117942,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Moodle and produce Moodle change brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with moodledev.io — 5.1 / Apis, then confirm that the reference is current and applicable. Inspect Moodle before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Moodle and produce Moodle change brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with moodledev.io \u2014 5.1 / Apis, then confirm that the reference is current and applicable. Inspect Moodle before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -117974,12 +117974,12 @@ ], "source_notes": [ { - "label": "moodledev.io — 5.1 / Apis", + "label": "moodledev.io \u2014 5.1 / Apis", "url": "https://moodledev.io/docs/5.1/apis", "used_for": "Product, platform, or operating reference for Moodle scope and source checks." }, { - "label": "docs.moodle.org — Dev / Web Services", + "label": "docs.moodle.org \u2014 Dev / Web Services", "url": "https://docs.moodle.org/dev/Web_services", "used_for": "Product, platform, or operating reference for Moodle scope and source checks." } @@ -118124,10 +118124,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with TikTok Ads Manager.", - "summary": "Use this bundle to plan or review work in TikTok Ads Manager before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is TikTok campaign change brief. Start source review with ads.tiktok.com — Solutions / Ads Manager.", + "summary": "Use this bundle to plan or review work in TikTok Ads Manager before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is TikTok campaign change brief. Start source review with ads.tiktok.com \u2014 Solutions / Ads Manager.", "meta_description": "Free TikTok Ads Manager Markdown bundle with workflows, source references, and tikTok campaign change brief for use with AI assistants.", "social_summary": "TikTok Ads Manager: tikTok campaign change brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,541 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,541 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in TikTok Ads Manager", "Teams working in Technology, Business operations" @@ -118140,7 +118140,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review TikTok Ads Manager and produce TikTok campaign change brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with ads.tiktok.com — Solutions / Ads Manager, then confirm that the reference is current and applicable. Inspect TikTok Ads Manager before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review TikTok Ads Manager and produce TikTok campaign change brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with ads.tiktok.com \u2014 Solutions / Ads Manager, then confirm that the reference is current and applicable. Inspect TikTok Ads Manager before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -118172,17 +118172,17 @@ ], "source_notes": [ { - "label": "ads.tiktok.com — Solutions / Ads Manager", + "label": "ads.tiktok.com \u2014 Solutions / Ads Manager", "url": "https://ads.tiktok.com/business/en/solutions/ads-manager", "used_for": "Product, platform, or operating reference for TikTok Ads Manager scope and source checks." }, { - "label": "ads.tiktok.com — Article / Advertising On Tiktok Ads Manager", + "label": "ads.tiktok.com \u2014 Article / Advertising On Tiktok Ads Manager", "url": "https://ads.tiktok.com/help/article/advertising-on-tiktok-ads-manager?lang=en", "used_for": "Product, platform, or operating reference for TikTok Ads Manager scope and source checks." }, { - "label": "ads.tiktok.com — Article / Tiktok Pixel", + "label": "ads.tiktok.com \u2014 Article / Tiktok Pixel", "url": "https://ads.tiktok.com/help/article/tiktok-pixel?lang=en-GB", "used_for": "Product, platform, or operating reference for TikTok Ads Manager scope and source checks." } @@ -118353,7 +118353,7 @@ "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Airtable.", "meta_description": "Free Airtable Markdown bundle with workflows, source references, and airtable base change brief for use with AI assistants.", "social_summary": "Airtable: airtable base change brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,488 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,488 words \u00b7 no signup \u00b7 CC-BY-4.0", "featured_contents": [ { "type": "Tool guide", @@ -118382,12 +118382,12 @@ ], "source_notes": [ { - "label": "airtable.com — Web / api", + "label": "airtable.com \u2014 Web / api", "url": "https://airtable.com/developers/web/api/introduction", "used_for": "Product, platform, or operating reference for Airtable scope and source checks." }, { - "label": "support.airtable.com — Getting started with airtables web api", + "label": "support.airtable.com \u2014 Getting started with airtables web api", "url": "https://support.airtable.com/getting-started-with-airtables-web-api", "used_for": "Product, platform, or operating reference for Airtable scope and source checks." } @@ -118525,10 +118525,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Amazon Redshift.", - "summary": "Use this bundle to plan or review work in Amazon Redshift before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Amazon Redshift change brief. Start source review with aws.amazon.com — Redshift.", + "summary": "Use this bundle to plan or review work in Amazon Redshift before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Amazon Redshift change brief. Start source review with aws.amazon.com \u2014 Redshift.", "meta_description": "Free Amazon Redshift Markdown bundle with workflows, source references, and amazon Redshift change brief for use with AI assistants.", "social_summary": "Amazon Redshift: amazon Redshift change brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,563 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,563 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Amazon Redshift", "Teams working in Technology, Business operations" @@ -118541,7 +118541,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Amazon Redshift and produce Amazon Redshift change brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with aws.amazon.com — Redshift, then confirm that the reference is current and applicable. Inspect Amazon Redshift before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Amazon Redshift and produce Amazon Redshift change brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with aws.amazon.com \u2014 Redshift, then confirm that the reference is current and applicable. Inspect Amazon Redshift before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -118573,17 +118573,17 @@ ], "source_notes": [ { - "label": "aws.amazon.com — Redshift", + "label": "aws.amazon.com \u2014 Redshift", "url": "https://aws.amazon.com/redshift/", "used_for": "Product, platform, or operating reference for Amazon Redshift scope and source checks." }, { - "label": "AWS Documentation — Redshift", + "label": "AWS Documentation \u2014 Redshift", "url": "https://docs.aws.amazon.com/redshift/", "used_for": "Product, platform, or operating reference for Amazon Redshift scope and source checks." }, { - "label": "AWS Documentation — Mgmt / Security Incident Response", + "label": "AWS Documentation \u2014 Mgmt / Security Incident Response", "url": "https://docs.aws.amazon.com/redshift/latest/mgmt/security-incident-response.html", "used_for": "Product, platform, or operating reference for Amazon Redshift scope and source checks." } @@ -118728,10 +118728,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Android Studio.", - "summary": "Use this bundle to plan or review work in Android Studio before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Android Studio build and release brief. Start source review with developer.android.com — Studio.", + "summary": "Use this bundle to plan or review work in Android Studio before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Android Studio build and release brief. Start source review with developer.android.com \u2014 Studio.", "meta_description": "Free Android Studio Markdown bundle with workflows, source references, and android Studio build and release brief for use with AI assistants.", "social_summary": "Android Studio: android Studio build and release brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,571 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,571 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Android Studio", "Teams working in Technology, Business operations" @@ -118744,7 +118744,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Android Studio and produce Android Studio build and release brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with developer.android.com — Studio, then confirm that the reference is current and applicable. Inspect Android Studio before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Android Studio and produce Android Studio build and release brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with developer.android.com \u2014 Studio, then confirm that the reference is current and applicable. Inspect Android Studio before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -118776,17 +118776,17 @@ ], "source_notes": [ { - "label": "developer.android.com — Studio", + "label": "developer.android.com \u2014 Studio", "url": "https://developer.android.com/studio", "used_for": "Product, platform, or operating reference for Android Studio scope and source checks." }, { - "label": "developer.android.com — Build", + "label": "developer.android.com \u2014 Build", "url": "https://developer.android.com/build", "used_for": "Product, platform, or operating reference for Android Studio scope and source checks." }, { - "label": "developer.android.com — Build / Build Variants", + "label": "developer.android.com \u2014 Build / Build Variants", "url": "https://developer.android.com/build/build-variants", "used_for": "Product, platform, or operating reference for Android Studio scope and source checks." } @@ -118931,10 +118931,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Azure Data Factory.", - "summary": "Use this bundle to plan or review work in Azure Data Factory before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Azure Data Factory change brief. Start source review with azure.microsoft.com — Products / Data Factory.", + "summary": "Use this bundle to plan or review work in Azure Data Factory before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Azure Data Factory change brief. Start source review with azure.microsoft.com \u2014 Products / Data Factory.", "meta_description": "Free Azure Data Factory Markdown bundle with workflows, source references, and azure Data Factory change brief for use with AI assistants.", "social_summary": "Azure Data Factory: azure Data Factory change brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,611 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,611 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Azure Data Factory", "Teams working in Technology, Business operations" @@ -118947,7 +118947,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Azure Data Factory and produce Azure Data Factory change brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with azure.microsoft.com — Products / Data Factory, then confirm that the reference is current and applicable. Inspect Azure Data Factory before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Azure Data Factory and produce Azure Data Factory change brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with azure.microsoft.com \u2014 Products / Data Factory, then confirm that the reference is current and applicable. Inspect Azure Data Factory before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -118979,17 +118979,17 @@ ], "source_notes": [ { - "label": "azure.microsoft.com — Products / Data Factory", + "label": "azure.microsoft.com \u2014 Products / Data Factory", "url": "https://azure.microsoft.com/en-us/products/data-factory/", "used_for": "Product, platform, or operating reference for Azure Data Factory scope and source checks." }, { - "label": "Microsoft Learn — Data Factory / Concepts Linked Services", + "label": "Microsoft Learn \u2014 Data Factory / Concepts Linked Services", "url": "https://learn.microsoft.com/en-us/azure/data-factory/concepts-linked-services", "used_for": "Product, platform, or operating reference for Azure Data Factory scope and source checks." }, { - "label": "Microsoft Learn — Data Factory / Monitor Data Factory", + "label": "Microsoft Learn \u2014 Data Factory / Monitor Data Factory", "url": "https://learn.microsoft.com/en-us/azure/data-factory/monitor-data-factory", "used_for": "Product, platform, or operating reference for Azure Data Factory scope and source checks." } @@ -119136,10 +119136,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Hugging Face.", - "summary": "Use this bundle to plan or review work in Hugging Face before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Hugging Face model use brief. Start source review with huggingface.co — Inference Providers / En.", + "summary": "Use this bundle to plan or review work in Hugging Face before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Hugging Face model use brief. Start source review with huggingface.co \u2014 Inference Providers / En.", "meta_description": "Free Hugging Face Markdown bundle with workflows, source references, and hugging Face model use brief for use with AI assistants.", "social_summary": "Hugging Face: hugging Face model use brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,619 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,619 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Hugging Face", "Teams working in Technology, Business operations" @@ -119152,7 +119152,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Hugging Face and produce Hugging Face model use brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with huggingface.co — Inference Providers / En, then confirm that the reference is current and applicable. Inspect Hugging Face before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Hugging Face and produce Hugging Face model use brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with huggingface.co \u2014 Inference Providers / En, then confirm that the reference is current and applicable. Inspect Hugging Face before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -119184,17 +119184,17 @@ ], "source_notes": [ { - "label": "huggingface.co — Inference Providers / En", + "label": "huggingface.co \u2014 Inference Providers / En", "url": "https://huggingface.co/docs/inference-providers/en/index", "used_for": "Product, platform, or operating reference for Hugging Face scope and source checks." }, { - "label": "huggingface.co — Inference Providers / Security", + "label": "huggingface.co \u2014 Inference Providers / Security", "url": "https://huggingface.co/docs/inference-providers/security", "used_for": "Product, platform, or operating reference for Hugging Face scope and source checks." }, { - "label": "huggingface.co — Hub / Security Tokens", + "label": "huggingface.co \u2014 Hub / Security Tokens", "url": "https://huggingface.co/docs/hub/security-tokens", "used_for": "Product, platform, or operating reference for Hugging Face scope and source checks." } @@ -119340,10 +119340,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Jira Service Management.", - "summary": "Use this bundle to plan or review work in Jira Service Management before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Jira Service Management change brief. Start source review with atlassian.com — Jira / Service Management.", + "summary": "Use this bundle to plan or review work in Jira Service Management before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Jira Service Management change brief. Start source review with atlassian.com \u2014 Jira / Service Management.", "meta_description": "Free Jira Service Management Markdown bundle with workflows, source references, and jira Service Management change brief for use with AI assistants.", "social_summary": "Jira Service Management: jira Service Management change brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,543 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,543 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Jira Service Management", "Teams working in Technology, Business operations" @@ -119356,7 +119356,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Jira Service Management and produce Jira Service Management change brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with atlassian.com — Jira / Service Management, then confirm that the reference is current and applicable. Inspect Jira Service Management before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Jira Service Management and produce Jira Service Management change brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with atlassian.com \u2014 Jira / Service Management, then confirm that the reference is current and applicable. Inspect Jira Service Management before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -119388,12 +119388,12 @@ ], "source_notes": [ { - "label": "atlassian.com — Jira / Service Management", + "label": "atlassian.com \u2014 Jira / Service Management", "url": "https://www.atlassian.com/software/jira/service-management", "used_for": "Product, platform, or operating reference for Jira Service Management scope and source checks." }, { - "label": "support.atlassian.com — Docs / What Users And Roles Are There In Jira Service Management", + "label": "support.atlassian.com \u2014 Docs / What Users And Roles Are There In Jira Service Management", "url": "https://support.atlassian.com/jira-service-management-cloud/docs/what-users-and-roles-are-there-in-jira-service-management/", "used_for": "Product, platform, or operating reference for Jira Service Management scope and source checks." } @@ -119538,10 +119538,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Microsoft Project.", - "summary": "Use this bundle to plan or review work in Microsoft Project before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Microsoft Project schedule brief. Start source review with microsoft.com — Project / Project Management Software.", + "summary": "Use this bundle to plan or review work in Microsoft Project before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Microsoft Project schedule brief. Start source review with microsoft.com \u2014 Project / Project Management Software.", "meta_description": "Free Microsoft Project Markdown bundle with workflows, source references, and microsoft Project schedule brief for use with AI assistants.", "social_summary": "Microsoft Project: microsoft Project schedule brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,515 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,515 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Microsoft Project", "Teams working in Technology, Business operations" @@ -119554,7 +119554,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Microsoft Project and produce Microsoft Project schedule brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with microsoft.com — Project / Project Management Software, then confirm that the reference is current and applicable. Inspect Microsoft Project before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Microsoft Project and produce Microsoft Project schedule brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with microsoft.com \u2014 Project / Project Management Software, then confirm that the reference is current and applicable. Inspect Microsoft Project before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -119586,17 +119586,17 @@ ], "source_notes": [ { - "label": "microsoft.com — Project / Project Management Software", + "label": "microsoft.com \u2014 Project / Project Management Software", "url": "https://www.microsoft.com/en-us/microsoft-365/project/project-management-software", "used_for": "Product, platform, or operating reference for Microsoft Project scope and source checks." }, { - "label": "support.microsoft.com — Project / Set And Save A Baseline", + "label": "support.microsoft.com \u2014 Project / Set And Save A Baseline", "url": "https://support.microsoft.com/en-us/project/set-and-save-a-baseline", "used_for": "Product, platform, or operating reference for Microsoft Project scope and source checks." }, { - "label": "support.microsoft.com — Project / How Project Schedules Tasks Behind The Scenes", + "label": "support.microsoft.com \u2014 Project / How Project Schedules Tasks Behind The Scenes", "url": "https://support.microsoft.com/en-us/project/how-project-schedules-tasks-behind-the-scenes", "used_for": "Product, platform, or operating reference for Microsoft Project scope and source checks." } @@ -119743,10 +119743,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with monday.com.", - "summary": "Use this bundle to plan or review work in monday.com before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is monday.com workflow change brief. Start source review with developer.monday.com — API Reference.", + "summary": "Use this bundle to plan or review work in monday.com before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is monday.com workflow change brief. Start source review with developer.monday.com \u2014 API Reference.", "meta_description": "Free monday.com Markdown bundle with workflows, source references, and monday.com workflow change brief for use with AI assistants.", "social_summary": "monday.com: monday.com workflow change brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,538 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,538 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in monday.com", "Teams working in Technology, Business operations" @@ -119759,7 +119759,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review monday.com and produce monday.com workflow change brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with developer.monday.com — API Reference, then confirm that the reference is current and applicable. Inspect monday.com before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review monday.com and produce monday.com workflow change brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with developer.monday.com \u2014 API Reference, then confirm that the reference is current and applicable. Inspect monday.com before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -119791,17 +119791,17 @@ ], "source_notes": [ { - "label": "developer.monday.com — API Reference", + "label": "developer.monday.com \u2014 API Reference", "url": "https://developer.monday.com/api-reference/", "used_for": "Product, platform, or operating reference for monday.com scope and source checks." }, { - "label": "developer.monday.com — Docs / Authentication", + "label": "developer.monday.com \u2014 Docs / Authentication", "url": "https://developer.monday.com/api-reference/docs/authentication", "used_for": "Product, platform, or operating reference for monday.com scope and source checks." }, { - "label": "developer.monday.com — Reference / Complexity", + "label": "developer.monday.com \u2014 Reference / Complexity", "url": "https://developer.monday.com/api-reference/reference/complexity", "used_for": "Product, platform, or operating reference for monday.com scope and source checks." } @@ -119948,7 +119948,7 @@ "summary": "Use this bundle to plan or review work in Paychex Flex before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Paychex Flex integration and payroll brief. Start source review with developer.paychex.com.", "meta_description": "Free Paychex Flex Markdown bundle with workflows, source references, and paychex Flex integration and payroll brief for use with AI assistants.", "social_summary": "Paychex Flex: paychex Flex integration and payroll brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,588 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,588 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Paychex Flex", "Teams working in Technology, Business operations" @@ -119998,7 +119998,7 @@ "used_for": "Product, platform, or operating reference for Paychex Flex scope and source checks." }, { - "label": "developer.paychex.com — Documentation", + "label": "developer.paychex.com \u2014 Documentation", "url": "https://developer.paychex.com/documentation", "used_for": "Product, platform, or operating reference for Paychex Flex scope and source checks." } @@ -120147,7 +120147,7 @@ "summary": "Use this bundle to plan or review work in Rippling before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Rippling review brief. Start source review with developer.rippling.com.", "meta_description": "Free Rippling Markdown bundle with workflows, source references, and rippling review brief for use with AI assistants.", "social_summary": "Rippling: rippling review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,458 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,458 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Rippling", "Teams working in Technology, Business operations" @@ -120343,10 +120343,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Xcode.", - "summary": "Use this bundle to plan or review work in Xcode before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Xcode review brief. Start source review with developer.apple.com — Xcode.", + "summary": "Use this bundle to plan or review work in Xcode before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Xcode review brief. Start source review with developer.apple.com \u2014 Xcode.", "meta_description": "Free Xcode Markdown bundle with workflows, source references, and xcode review brief for use with AI assistants.", "social_summary": "Xcode: xcode review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,483 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,483 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Xcode", "Teams working in Technology, Business operations" @@ -120359,7 +120359,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Xcode and produce Xcode review brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with developer.apple.com — Xcode, then confirm that the reference is current and applicable. Inspect Xcode before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Xcode and produce Xcode review brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with developer.apple.com \u2014 Xcode, then confirm that the reference is current and applicable. Inspect Xcode before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -120391,17 +120391,17 @@ ], "source_notes": [ { - "label": "developer.apple.com — Xcode", + "label": "developer.apple.com \u2014 Xcode", "url": "https://developer.apple.com/xcode/", "used_for": "Product, platform, or operating reference for Xcode scope and source checks." }, { - "label": "developer.apple.com — Xcode / Build System", + "label": "developer.apple.com \u2014 Xcode / Build System", "url": "https://developer.apple.com/documentation/xcode/build-system", "used_for": "Product, platform, or operating reference for Xcode scope and source checks." }, { - "label": "developer.apple.com — Xcode / Customizing The Build Schemes For A Project", + "label": "developer.apple.com \u2014 Xcode / Customizing The Build Schemes For A Project", "url": "https://developer.apple.com/documentation/xcode/customizing-the-build-schemes-for-a-project", "used_for": "Product, platform, or operating reference for Xcode scope and source checks." } @@ -120550,7 +120550,7 @@ "summary": "Use this bundle to plan or review work in Automation Anywhere before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Automation Anywhere review brief. Start source review with docs.automationanywhere.com.", "meta_description": "Free Automation Anywhere Markdown bundle with workflows, source references, and automation Anywhere review brief for use with AI assistants.", "social_summary": "Automation Anywhere: automation Anywhere review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,471 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,471 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Automation Anywhere", "Teams working in Technology, Business operations" @@ -120746,10 +120746,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with AWS Glue.", - "summary": "Use this bundle to plan or review work in AWS Glue before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is AWS Glue review brief. Start source review with AWS Documentation — Dg / What Is Glue.", + "summary": "Use this bundle to plan or review work in AWS Glue before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is AWS Glue review brief. Start source review with AWS Documentation \u2014 Dg / What Is Glue.", "meta_description": "Free AWS Glue Markdown bundle with workflows, source references, and aWS Glue review brief for use with AI assistants.", "social_summary": "AWS Glue: aWS Glue review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,564 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,564 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in AWS Glue", "Teams working in Technology, Business operations" @@ -120762,7 +120762,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review AWS Glue and produce AWS Glue review brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with AWS Documentation — Dg / What Is Glue, then confirm that the reference is current and applicable. Inspect AWS Glue before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review AWS Glue and produce AWS Glue review brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with AWS Documentation \u2014 Dg / What Is Glue, then confirm that the reference is current and applicable. Inspect AWS Glue before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -120794,17 +120794,17 @@ ], "source_notes": [ { - "label": "AWS Documentation — Dg / What Is Glue", + "label": "AWS Documentation \u2014 Dg / What Is Glue", "url": "https://docs.aws.amazon.com/glue/latest/dg/what-is-glue.html", "used_for": "Product, platform, or operating reference for AWS Glue scope and source checks." }, { - "label": "AWS Documentation — Dg / Catalog And Crawler", + "label": "AWS Documentation \u2014 Dg / Catalog And Crawler", "url": "https://docs.aws.amazon.com/glue/latest/dg/catalog-and-crawler.html", "used_for": "Product, platform, or operating reference for AWS Glue scope and source checks." }, { - "label": "AWS Documentation — Dg / Add Crawler", + "label": "AWS Documentation \u2014 Dg / Add Crawler", "url": "https://docs.aws.amazon.com/glue/latest/dg/add-crawler.html", "used_for": "Product, platform, or operating reference for AWS Glue scope and source checks." } @@ -120949,10 +120949,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Azure DevOps.", - "summary": "Use this bundle to plan or review work in Azure DevOps before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Azure DevOps review brief. Start source review with Microsoft Learn — User Guide / What Is Azure Devops.", + "summary": "Use this bundle to plan or review work in Azure DevOps before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Azure DevOps review brief. Start source review with Microsoft Learn \u2014 User Guide / What Is Azure Devops.", "meta_description": "Free Azure DevOps Markdown bundle with workflows, source references, and azure DevOps review brief for use with AI assistants.", "social_summary": "Azure DevOps: azure DevOps review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,520 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,520 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Azure DevOps", "Teams working in Technology, Business operations" @@ -120965,7 +120965,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Azure DevOps and produce Azure DevOps review brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Microsoft Learn — User Guide / What Is Azure Devops, then confirm that the reference is current and applicable. Inspect Azure DevOps before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Azure DevOps and produce Azure DevOps review brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Microsoft Learn \u2014 User Guide / What Is Azure Devops, then confirm that the reference is current and applicable. Inspect Azure DevOps before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -120997,12 +120997,12 @@ ], "source_notes": [ { - "label": "Microsoft Learn — User Guide / What Is Azure Devops", + "label": "Microsoft Learn \u2014 User Guide / What Is Azure Devops", "url": "https://learn.microsoft.com/en-us/azure/devops/user-guide/what-is-azure-devops", "used_for": "Product, platform, or operating reference for Azure DevOps scope and source checks." }, { - "label": "Microsoft Learn — Azure / Devops", + "label": "Microsoft Learn \u2014 Azure / Devops", "url": "https://learn.microsoft.com/en-us/rest/api/azure/devops/", "used_for": "Product, platform, or operating reference for Azure DevOps scope and source checks." } @@ -121146,10 +121146,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Azure DevOps Boards.", - "summary": "Use this bundle to plan or review work in Azure DevOps Boards before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Azure DevOps Boards review brief. Start source review with Microsoft Learn — Get Started / What Is Azure Boards.", + "summary": "Use this bundle to plan or review work in Azure DevOps Boards before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Azure DevOps Boards review brief. Start source review with Microsoft Learn \u2014 Get Started / What Is Azure Boards.", "meta_description": "Free Azure DevOps Boards Markdown bundle with workflows, source references, and azure DevOps Boards review brief for use with AI assistants.", "social_summary": "Azure DevOps Boards: azure DevOps Boards review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,532 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,532 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Azure DevOps Boards", "Teams working in Technology, Business operations" @@ -121162,7 +121162,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Azure DevOps Boards and produce Azure DevOps Boards review brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Microsoft Learn — Get Started / What Is Azure Boards, then confirm that the reference is current and applicable. Inspect Azure DevOps Boards before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Azure DevOps Boards and produce Azure DevOps Boards review brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Microsoft Learn \u2014 Get Started / What Is Azure Boards, then confirm that the reference is current and applicable. Inspect Azure DevOps Boards before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -121194,12 +121194,12 @@ ], "source_notes": [ { - "label": "Microsoft Learn — Get Started / What Is Azure Boards", + "label": "Microsoft Learn \u2014 Get Started / What Is Azure Boards", "url": "https://learn.microsoft.com/en-us/azure/devops/boards/get-started/what-is-azure-boards", "used_for": "Product, platform, or operating reference for Azure DevOps Boards scope and source checks." }, { - "label": "Microsoft Learn — Queries / Wiql Syntax", + "label": "Microsoft Learn \u2014 Queries / Wiql Syntax", "url": "https://learn.microsoft.com/en-us/azure/devops/boards/queries/wiql-syntax", "used_for": "Product, platform, or operating reference for Azure DevOps Boards scope and source checks." } @@ -121345,10 +121345,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Azure AI Foundry.", - "summary": "Use this bundle to plan or review work in Azure AI Foundry before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Azure AI Foundry review brief. Start source review with Microsoft Learn — Ai Foundry / What Is Azure Ai Foundry.", + "summary": "Use this bundle to plan or review work in Azure AI Foundry before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Azure AI Foundry review brief. Start source review with Microsoft Learn \u2014 Ai Foundry / What Is Azure Ai Foundry.", "meta_description": "Free Azure AI Foundry Markdown bundle with workflows, source references, and azure AI Foundry review brief for use with AI assistants.", "social_summary": "Azure AI Foundry: azure AI Foundry review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,609 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,609 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Azure AI Foundry", "Teams working in Technology, Business operations" @@ -121361,7 +121361,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Azure AI Foundry and produce Azure AI Foundry review brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Microsoft Learn — Ai Foundry / What Is Azure Ai Foundry, then confirm that the reference is current and applicable. Inspect Azure AI Foundry before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Azure AI Foundry and produce Azure AI Foundry review brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Microsoft Learn \u2014 Ai Foundry / What Is Azure Ai Foundry, then confirm that the reference is current and applicable. Inspect Azure AI Foundry before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -121393,17 +121393,17 @@ ], "source_notes": [ { - "label": "Microsoft Learn — Ai Foundry / What Is Azure Ai Foundry", + "label": "Microsoft Learn \u2014 Ai Foundry / What Is Azure Ai Foundry", "url": "https://learn.microsoft.com/en-us/azure/ai-foundry/what-is-azure-ai-foundry", "used_for": "Product, platform, or operating reference for Azure AI Foundry scope and source checks." }, { - "label": "Microsoft Learn — Evaluation Evaluators / General Purpose Evaluators", + "label": "Microsoft Learn \u2014 Evaluation Evaluators / General Purpose Evaluators", "url": "https://learn.microsoft.com/en-us/azure/ai-foundry/concepts/evaluation-evaluators/general-purpose-evaluators", "used_for": "Product, platform, or operating reference for Azure AI Foundry scope and source checks." }, { - "label": "Microsoft Learn — Concepts / Content Filter", + "label": "Microsoft Learn \u2014 Concepts / Content Filter", "url": "https://learn.microsoft.com/en-us/azure/ai-services/openai/concepts/content-filter", "used_for": "Product, platform, or operating reference for Azure AI Foundry scope and source checks." } @@ -121547,10 +121547,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Bitbucket.", - "summary": "Use this bundle to plan or review work in Bitbucket before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Bitbucket review brief. Start source review with support.atlassian.com — Bitbucket Cloud / Docs.", + "summary": "Use this bundle to plan or review work in Bitbucket before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Bitbucket review brief. Start source review with support.atlassian.com \u2014 Bitbucket Cloud / Docs.", "meta_description": "Free Bitbucket Markdown bundle with workflows, source references, and bitbucket review brief for use with AI assistants.", "social_summary": "Bitbucket: bitbucket review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,483 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,483 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Bitbucket", "Teams working in Technology, Business operations" @@ -121563,7 +121563,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Bitbucket and produce Bitbucket review brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with support.atlassian.com — Bitbucket Cloud / Docs, then confirm that the reference is current and applicable. Inspect Bitbucket before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Bitbucket and produce Bitbucket review brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with support.atlassian.com \u2014 Bitbucket Cloud / Docs, then confirm that the reference is current and applicable. Inspect Bitbucket before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -121595,12 +121595,12 @@ ], "source_notes": [ { - "label": "support.atlassian.com — Bitbucket Cloud / Docs", + "label": "support.atlassian.com \u2014 Bitbucket Cloud / Docs", "url": "https://support.atlassian.com/bitbucket-cloud/docs/", "used_for": "Product, platform, or operating reference for Bitbucket scope and source checks." }, { - "label": "developer.atlassian.com — Rest / Intro", + "label": "developer.atlassian.com \u2014 Rest / Intro", "url": "https://developer.atlassian.com/cloud/bitbucket/rest/intro/", "used_for": "Product, platform, or operating reference for Bitbucket scope and source checks." } @@ -121772,7 +121772,7 @@ "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Claude and Anthropic API.", "meta_description": "Free Claude and Anthropic API Markdown bundle with workflows, source references, and claude and Anthropic API review brief for use with AI assistants.", "social_summary": "Claude and Anthropic API: claude and Anthropic API review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,627 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,627 words \u00b7 no signup \u00b7 CC-BY-4.0", "featured_contents": [ { "type": "Tool guide", @@ -121801,17 +121801,17 @@ ], "source_notes": [ { - "label": "docs.anthropic.com — Api / getting started", + "label": "docs.anthropic.com \u2014 Api / getting started", "url": "https://docs.anthropic.com/en/api/getting-started", "used_for": "Product, platform, or operating reference for Claude and Anthropic API scope and source checks." }, { - "label": "docs.anthropic.com — Agents and tools / tool use", + "label": "docs.anthropic.com \u2014 Agents and tools / tool use", "url": "https://docs.anthropic.com/en/docs/agents-and-tools/tool-use/overview", "used_for": "Product, platform, or operating reference for Claude and Anthropic API scope and source checks." }, { - "label": "docs.anthropic.com — Build with claude / prompt caching", + "label": "docs.anthropic.com \u2014 Build with claude / prompt caching", "url": "https://docs.anthropic.com/en/docs/build-with-claude/prompt-caching", "used_for": "Product, platform, or operating reference for Claude and Anthropic API scope and source checks." } @@ -121951,7 +121951,7 @@ "summary": "Use this bundle to plan or review work in Cursor before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Cursor review brief. Start source review with docs.cursor.com.", "meta_description": "Free Cursor Markdown bundle with workflows, source references, and cursor review brief for use with AI assistants.", "social_summary": "Cursor: cursor review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,515 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,515 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Cursor", "Teams working in Technology, Business operations" @@ -122001,7 +122001,7 @@ "used_for": "Product, platform, or operating reference for Cursor scope and source checks." }, { - "label": "cursor.com — Security", + "label": "cursor.com \u2014 Security", "url": "https://cursor.com/security", "used_for": "Product, platform, or operating reference for Cursor scope and source checks." } @@ -122150,7 +122150,7 @@ "summary": "Use this bundle to plan or review work in Dropbox before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Dropbox review brief. Start source review with developers.dropbox.com.", "meta_description": "Free Dropbox Markdown bundle with workflows, source references, and dropbox review brief for use with AI assistants.", "social_summary": "Dropbox: dropbox review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,486 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,486 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Dropbox", "Teams working in Technology, Business operations" @@ -122200,7 +122200,7 @@ "used_for": "Product, platform, or operating reference for Dropbox scope and source checks." }, { - "label": "dropbox.com — Http / Documentation", + "label": "dropbox.com \u2014 Http / Documentation", "url": "https://www.dropbox.com/developers/documentation/http/documentation", "used_for": "Product, platform, or operating reference for Dropbox scope and source checks." } @@ -122344,10 +122344,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Eclipse IDE.", - "summary": "Use this bundle to plan or review work in Eclipse IDE before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Eclipse IDE review brief. Start source review with help.eclipse.org — Latest.", + "summary": "Use this bundle to plan or review work in Eclipse IDE before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Eclipse IDE review brief. Start source review with help.eclipse.org \u2014 Latest.", "meta_description": "Free Eclipse IDE Markdown bundle with workflows, source references, and eclipse IDE review brief for use with AI assistants.", "social_summary": "Eclipse IDE: eclipse IDE review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,545 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,545 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Eclipse IDE", "Teams working in Technology, Business operations" @@ -122360,7 +122360,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Eclipse IDE and produce Eclipse IDE review brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with help.eclipse.org — Latest, then confirm that the reference is current and applicable. Inspect Eclipse IDE before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Eclipse IDE and produce Eclipse IDE review brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with help.eclipse.org \u2014 Latest, then confirm that the reference is current and applicable. Inspect Eclipse IDE before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -122392,7 +122392,7 @@ ], "source_notes": [ { - "label": "help.eclipse.org — Latest", + "label": "help.eclipse.org \u2014 Latest", "url": "https://help.eclipse.org/latest/", "used_for": "Product, platform, or operating reference for Eclipse IDE scope and source checks." }, @@ -122542,10 +122542,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Gemini and Google AI.", - "summary": "Use this bundle to plan or review work in Gemini and Google AI before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Gemini and Google AI review brief. Start source review with ai.google.dev — Gemini API / Docs.", + "summary": "Use this bundle to plan or review work in Gemini and Google AI before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Gemini and Google AI review brief. Start source review with ai.google.dev \u2014 Gemini API / Docs.", "meta_description": "Free Gemini and Google AI Markdown bundle with workflows, source references, and gemini and Google AI review brief for use with AI assistants.", "social_summary": "Gemini and Google AI: gemini and Google AI review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,628 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,628 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Gemini and Google AI", "Teams working in Technology, Business operations" @@ -122558,7 +122558,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Gemini and Google AI and produce Gemini and Google AI review brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with ai.google.dev — Gemini API / Docs, then confirm that the reference is current and applicable. Inspect Gemini and Google AI before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Gemini and Google AI and produce Gemini and Google AI review brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with ai.google.dev \u2014 Gemini API / Docs, then confirm that the reference is current and applicable. Inspect Gemini and Google AI before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -122590,17 +122590,17 @@ ], "source_notes": [ { - "label": "ai.google.dev — Gemini API / Docs", + "label": "ai.google.dev \u2014 Gemini API / Docs", "url": "https://ai.google.dev/gemini-api/docs", "used_for": "Product, platform, or operating reference for Gemini and Google AI scope and source checks." }, { - "label": "ai.google.dev — Docs / Safety Guidance", + "label": "ai.google.dev \u2014 Docs / Safety Guidance", "url": "https://ai.google.dev/gemini-api/docs/safety-guidance", "used_for": "Product, platform, or operating reference for Gemini and Google AI scope and source checks." }, { - "label": "Google Cloud Documentation — Generative Ai / Docs", + "label": "Google Cloud Documentation \u2014 Generative Ai / Docs", "url": "https://cloud.google.com/vertex-ai/generative-ai/docs", "used_for": "Product, platform, or operating reference for Gemini and Google AI scope and source checks." } @@ -122771,7 +122771,7 @@ "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with GitHub Copilot.", "meta_description": "Free GitHub Copilot Markdown bundle with workflows, source references, and gitHub Copilot review brief for use with AI assistants.", "social_summary": "GitHub Copilot: gitHub Copilot review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,559 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,559 words \u00b7 no signup \u00b7 CC-BY-4.0", "featured_contents": [ { "type": "Tool guide", @@ -122800,12 +122800,12 @@ ], "source_notes": [ { - "label": "GitHub Docs — En / copilot", + "label": "GitHub Docs \u2014 En / copilot", "url": "https://docs.github.com/en/copilot", "used_for": "Product, platform, or operating reference for GitHub Copilot scope and source checks." }, { - "label": "GitHub Docs — Responsible use / chat in github", + "label": "GitHub Docs \u2014 Responsible use / chat in github", "url": "https://docs.github.com/en/copilot/responsible-use/chat-in-github", "used_for": "Product, platform, or operating reference for GitHub Copilot scope and source checks." } @@ -122942,10 +122942,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with GitHub Projects.", - "summary": "Use this bundle to plan or review work in GitHub Projects before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is GitHub Projects review brief. Start source review with GitHub Docs — Learning About Projects / About Projects.", + "summary": "Use this bundle to plan or review work in GitHub Projects before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is GitHub Projects review brief. Start source review with GitHub Docs \u2014 Learning About Projects / About Projects.", "meta_description": "Free GitHub Projects Markdown bundle with workflows, source references, and gitHub Projects review brief for use with AI assistants.", "social_summary": "GitHub Projects: gitHub Projects review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,522 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,522 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in GitHub Projects", "Teams working in Technology, Business operations" @@ -122958,7 +122958,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review GitHub Projects and produce GitHub Projects review brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with GitHub Docs — Learning About Projects / About Projects, then confirm that the reference is current and applicable. Inspect GitHub Projects before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review GitHub Projects and produce GitHub Projects review brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with GitHub Docs \u2014 Learning About Projects / About Projects, then confirm that the reference is current and applicable. Inspect GitHub Projects before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -122990,12 +122990,12 @@ ], "source_notes": [ { - "label": "GitHub Docs — Learning About Projects / About Projects", + "label": "GitHub Docs \u2014 Learning About Projects / About Projects", "url": "https://docs.github.com/en/issues/planning-and-tracking-with-projects/learning-about-projects/about-projects", "used_for": "Product, platform, or operating reference for GitHub Projects scope and source checks." }, { - "label": "GitHub Docs — Planning And Tracking With Projects / Automating Your Project", + "label": "GitHub Docs \u2014 Planning And Tracking With Projects / Automating Your Project", "url": "https://docs.github.com/en/issues/planning-and-tracking-with-projects/automating-your-project", "used_for": "Product, platform, or operating reference for GitHub Projects scope and source checks." } @@ -123145,7 +123145,7 @@ "summary": "Use this bundle to plan or review work in GitLab before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is GitLab review brief. Start source review with docs.gitlab.com.", "meta_description": "Free GitLab Markdown bundle with workflows, source references, and gitLab review brief for use with AI assistants.", "social_summary": "GitLab: gitLab review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,492 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,492 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in GitLab", "Teams working in Technology, Business operations" @@ -123195,12 +123195,12 @@ "used_for": "Product, platform, or operating reference for GitLab scope and source checks." }, { - "label": "docs.gitlab.com — API / Rest", + "label": "docs.gitlab.com \u2014 API / Rest", "url": "https://docs.gitlab.com/api/rest/", "used_for": "Product, platform, or operating reference for GitLab scope and source checks." }, { - "label": "docs.gitlab.com — Branches / Protection Rules", + "label": "docs.gitlab.com \u2014 Branches / Protection Rules", "url": "https://docs.gitlab.com/user/project/repository/branches/protection_rules/", "used_for": "Product, platform, or operating reference for GitLab scope and source checks." } @@ -123346,10 +123346,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Google Meet.", - "summary": "Use this bundle to plan or review work in Google Meet before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Google Meet review brief. Start source review with Google for Developers — API / Guides.", + "summary": "Use this bundle to plan or review work in Google Meet before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Google Meet review brief. Start source review with Google for Developers \u2014 API / Guides.", "meta_description": "Free Google Meet Markdown bundle with workflows, source references, and google Meet review brief for use with AI assistants.", "social_summary": "Google Meet: google Meet review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,555 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,555 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Google Meet", "Teams working in Technology, Business operations" @@ -123362,7 +123362,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Google Meet and produce Google Meet review brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Google for Developers — API / Guides, then confirm that the reference is current and applicable. Inspect Google Meet before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Google Meet and produce Google Meet review brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Google for Developers \u2014 API / Guides, then confirm that the reference is current and applicable. Inspect Google Meet before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -123394,12 +123394,12 @@ ], "source_notes": [ { - "label": "Google for Developers — API / Guides", + "label": "Google for Developers \u2014 API / Guides", "url": "https://developers.google.com/workspace/meet/api/guides/overview", "used_for": "Product, platform, or operating reference for Google Meet scope and source checks." }, { - "label": "Google for Developers — Guides / Artifacts", + "label": "Google for Developers \u2014 Guides / Artifacts", "url": "https://developers.google.com/workspace/meet/api/guides/artifacts", "used_for": "Product, platform, or operating reference for Google Meet scope and source checks." } @@ -123541,10 +123541,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply PRINCE2 to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply PRINCE2 to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is PRINCE2 application brief. Start source review with peoplecert.org — Project Programme And Portfolio Management / PRINCE2 2.", + "summary": "Use this bundle to apply PRINCE2 to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is PRINCE2 application brief. Start source review with peoplecert.org \u2014 Project Programme And Portfolio Management / PRINCE2 2.", "meta_description": "Free PRINCE2 Markdown bundle with workflows, source references, and pRINCE2 application brief for use with AI assistants.", "social_summary": "PRINCE2: pRINCE2 application brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,441 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,441 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using PRINCE2 to structure analysis, decisions, facilitation, or review", "Teams working in Technology, Business operations" @@ -123557,7 +123557,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply PRINCE2 and produce PRINCE2 application brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with peoplecert.org — Project Programme And Portfolio Management / PRINCE2 2, then confirm that the reference is current and applicable. Inspect PRINCE2 before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply PRINCE2 and produce PRINCE2 application brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with peoplecert.org \u2014 Project Programme And Portfolio Management / PRINCE2 2, then confirm that the reference is current and applicable. Inspect PRINCE2 before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -123589,12 +123589,12 @@ ], "source_notes": [ { - "label": "peoplecert.org — Project Programme And Portfolio Management / PRINCE2 2", + "label": "peoplecert.org \u2014 Project Programme And Portfolio Management / PRINCE2 2", "url": "https://www.peoplecert.org/browse-certifications/project-programme-and-portfolio-management/PRINCE2-2", "used_for": "Method, standard, or practice reference for PRINCE2 scope and source checks." }, { - "label": "bestpractice.axelos.com — Effective Project Management", + "label": "bestpractice.axelos.com \u2014 Effective Project Management", "url": "https://bestpractice.axelos.com/effective-project-management/", "used_for": "Method, standard, or practice reference for PRINCE2 scope and source checks." } @@ -123736,10 +123736,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Toyota Production System to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Toyota Production System to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Toyota Production System application brief. Start source review with global.toyota — Vision And Philosophy / Production System.", + "summary": "Use this bundle to apply Toyota Production System to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Toyota Production System application brief. Start source review with global.toyota \u2014 Vision And Philosophy / Production System.", "meta_description": "Free Toyota Production System Markdown bundle with workflows, source references, and toyota Production System application brief for use with AI assistants.", "social_summary": "Toyota Production System: toyota Production System application brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,506 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,506 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Toyota Production System to structure analysis, decisions, facilitation, or review", "Teams working in Technology, Business operations" @@ -123752,7 +123752,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Toyota Production System and produce Toyota Production System application brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with global.toyota — Vision And Philosophy / Production System, then confirm that the reference is current and applicable. Inspect Toyota Production System before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Toyota Production System and produce Toyota Production System application brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with global.toyota \u2014 Vision And Philosophy / Production System, then confirm that the reference is current and applicable. Inspect Toyota Production System before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -123784,12 +123784,12 @@ ], "source_notes": [ { - "label": "global.toyota — Vision And Philosophy / Production System", + "label": "global.toyota \u2014 Vision And Philosophy / Production System", "url": "https://global.toyota/en/company/vision-and-philosophy/production-system/", "used_for": "Method, standard, or practice reference for Toyota Production System scope and source checks." }, { - "label": "global.toyota — Plant Tours / Production System", + "label": "global.toyota \u2014 Plant Tours / Production System", "url": "https://global.toyota/en/company/plant-tours/production-system/", "used_for": "Method, standard, or practice reference for Toyota Production System scope and source checks." } @@ -123932,10 +123932,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply AIDA Model to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply AIDA Model to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is AIDA Model application brief. Start source review with en.wikipedia.org — Wiki / AIDA (marketing).", + "summary": "Use this bundle to apply AIDA Model to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is AIDA Model application brief. Start source review with en.wikipedia.org \u2014 Wiki / AIDA (marketing).", "meta_description": "Free AIDA Model Markdown bundle with workflows, source references, and aIDA Model application brief for use with AI assistants.", "social_summary": "AIDA Model: aIDA Model application brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,468 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,468 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using AIDA Model to structure analysis, decisions, facilitation, or review", "Teams working in Technology, Business operations" @@ -123948,7 +123948,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply AIDA Model and produce AIDA Model application brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with en.wikipedia.org — Wiki / AIDA (marketing), then confirm that the reference is current and applicable. Inspect AIDA Model before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply AIDA Model and produce AIDA Model application brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with en.wikipedia.org \u2014 Wiki / AIDA (marketing), then confirm that the reference is current and applicable. Inspect AIDA Model before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -123980,12 +123980,12 @@ ], "source_notes": [ { - "label": "en.wikipedia.org — Wiki / AIDA (marketing)", + "label": "en.wikipedia.org \u2014 Wiki / AIDA (marketing)", "url": "https://en.wikipedia.org/wiki/AIDA_(marketing)", "used_for": "Method, standard, or practice reference for AIDA Model scope and source checks." }, { - "label": "loc.gov — Resource / Rbpe.24201600", + "label": "loc.gov \u2014 Resource / Rbpe.24201600", "url": "https://www.loc.gov/resource/rbpe.24201600/?sp=1", "used_for": "Method, standard, or practice reference for AIDA Model scope and source checks." } @@ -124127,10 +124127,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply BANT (BANT) to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply BANT (BANT) to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is BANT application brief. Start source review with public.dhe.ibm.com — Swg / Emea Bant Template.", + "summary": "Use this bundle to apply BANT (BANT) to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is BANT application brief. Start source review with public.dhe.ibm.com \u2014 Swg / Emea Bant Template.", "meta_description": "Free BANT Markdown bundle with workflows, source references, and bANT application brief for use with AI assistants.", "social_summary": "BANT: bANT application brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,469 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,469 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using BANT (BANT) to structure analysis, decisions, facilitation, or review", "Teams working in Technology, Business operations" @@ -124143,7 +124143,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply BANT (BANT) and produce BANT application brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with public.dhe.ibm.com — Swg / Emea Bant Template, then confirm that the reference is current and applicable. Inspect BANT before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply BANT (BANT) and produce BANT application brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with public.dhe.ibm.com \u2014 Swg / Emea Bant Template, then confirm that the reference is current and applicable. Inspect BANT before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -124175,7 +124175,7 @@ ], "source_notes": [ { - "label": "public.dhe.ibm.com — Swg / Emea Bant Template", + "label": "public.dhe.ibm.com \u2014 Swg / Emea Bant Template", "url": "https://public.dhe.ibm.com/partnerworld/pub/swg/emea_bant_template.pdf", "used_for": "Method, standard, or practice reference for BANT scope and source checks." } @@ -124317,10 +124317,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Design Thinking to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Design Thinking to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Design Thinking application brief. Start source review with dschool.stanford.edu — Tools / Design Thinking Bootleg.", + "summary": "Use this bundle to apply Design Thinking to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Design Thinking application brief. Start source review with dschool.stanford.edu \u2014 Tools / Design Thinking Bootleg.", "meta_description": "Free Design Thinking Markdown bundle with workflows, source references, and design Thinking application brief for use with AI assistants.", "social_summary": "Design Thinking: design Thinking application brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,480 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,480 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Design Thinking to structure analysis, decisions, facilitation, or review", "Teams working in Technology, Business operations" @@ -124333,7 +124333,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Design Thinking and produce Design Thinking application brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with dschool.stanford.edu — Tools / Design Thinking Bootleg, then confirm that the reference is current and applicable. Inspect Design Thinking before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Design Thinking and produce Design Thinking application brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with dschool.stanford.edu \u2014 Tools / Design Thinking Bootleg, then confirm that the reference is current and applicable. Inspect Design Thinking before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -124365,7 +124365,7 @@ ], "source_notes": [ { - "label": "dschool.stanford.edu — Tools / Design Thinking Bootleg", + "label": "dschool.stanford.edu \u2014 Tools / Design Thinking Bootleg", "url": "https://dschool.stanford.edu/tools/design-thinking-bootleg", "used_for": "Method, standard, or practice reference for Design Thinking scope and source checks." } @@ -124507,10 +124507,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply ADDIE Model to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply ADDIE Model to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is ADDIE Model application brief. Start source review with en.wikipedia.org — Wiki / ADDIE Model.", + "summary": "Use this bundle to apply ADDIE Model to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is ADDIE Model application brief. Start source review with en.wikipedia.org \u2014 Wiki / ADDIE Model.", "meta_description": "Free ADDIE Model Markdown bundle with workflows, source references, and aDDIE Model application brief for use with AI assistants.", "social_summary": "ADDIE Model: aDDIE Model application brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,476 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,476 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using ADDIE Model to structure analysis, decisions, facilitation, or review", "Teams working in Technology, Business operations" @@ -124523,7 +124523,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply ADDIE Model and produce ADDIE Model application brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with en.wikipedia.org — Wiki / ADDIE Model, then confirm that the reference is current and applicable. Inspect ADDIE Model before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply ADDIE Model and produce ADDIE Model application brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with en.wikipedia.org \u2014 Wiki / ADDIE Model, then confirm that the reference is current and applicable. Inspect ADDIE Model before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -124555,12 +124555,12 @@ ], "source_notes": [ { - "label": "en.wikipedia.org — Wiki / ADDIE Model", + "label": "en.wikipedia.org \u2014 Wiki / ADDIE Model", "url": "https://en.wikipedia.org/wiki/ADDIE_model", "used_for": "Method, standard, or practice reference for ADDIE Model scope and source checks." }, { - "label": "td.org — Talent Development Glossary Terms / What Is Instructional Design", + "label": "td.org \u2014 Talent Development Glossary Terms / What Is Instructional Design", "url": "https://www.td.org/talent-development-glossary-terms/what-is-instructional-design", "used_for": "Method, standard, or practice reference for ADDIE Model scope and source checks." } @@ -124703,10 +124703,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Just-In-Time to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Just-In-Time to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Just-In-Time application brief. Start source review with lean.org — Lexicon Terms / Just In Time Production.", + "summary": "Use this bundle to apply Just-In-Time to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Just-In-Time application brief. Start source review with lean.org \u2014 Lexicon Terms / Just In Time Production.", "meta_description": "Free Just-In-Time Markdown bundle with workflows, source references, and just-In-Time application brief for use with AI assistants.", "social_summary": "Just-In-Time: just-In-Time application brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,458 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,458 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Just-In-Time to structure analysis, decisions, facilitation, or review", "Teams working in Technology, Business operations" @@ -124719,7 +124719,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Just-In-Time and produce Just-In-Time application brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with lean.org — Lexicon Terms / Just In Time Production, then confirm that the reference is current and applicable. Inspect Just-In-Time before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Just-In-Time and produce Just-In-Time application brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with lean.org \u2014 Lexicon Terms / Just In Time Production, then confirm that the reference is current and applicable. Inspect Just-In-Time before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -124751,17 +124751,17 @@ ], "source_notes": [ { - "label": "lean.org — Lexicon Terms / Just In Time Production", + "label": "lean.org \u2014 Lexicon Terms / Just In Time Production", "url": "https://www.lean.org/lexicon-terms/just-in-time-production/", "used_for": "Method, standard, or practice reference for Just-In-Time scope and source checks." }, { - "label": "lean.org — Lexicon Terms / Pull Production", + "label": "lean.org \u2014 Lexicon Terms / Pull Production", "url": "https://www.lean.org/lexicon-terms/pull-production/", "used_for": "Method, standard, or practice reference for Just-In-Time scope and source checks." }, { - "label": "global.toyota — Vision And Philosophy / Production System", + "label": "global.toyota \u2014 Vision And Philosophy / Production System", "url": "https://global.toyota/en/company/vision-and-philosophy/production-system/", "used_for": "Method, standard, or practice reference for Just-In-Time scope and source checks." } @@ -124904,10 +124904,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply SPIN Selling to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply SPIN Selling to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is SPIN Selling application brief. Start source review with huthwaiteinternational.com — Spin Methodology.", + "summary": "Use this bundle to apply SPIN Selling to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is SPIN Selling application brief. Start source review with huthwaiteinternational.com \u2014 Spin Methodology.", "meta_description": "Free SPIN Selling Markdown bundle with workflows, source references, and sPIN Selling application brief for use with AI assistants.", "social_summary": "SPIN Selling: sPIN Selling application brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,496 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,496 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using SPIN Selling to structure analysis, decisions, facilitation, or review", "Teams working in Technology, Business operations" @@ -124920,7 +124920,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply SPIN Selling and produce SPIN Selling application brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with huthwaiteinternational.com — Spin Methodology, then confirm that the reference is current and applicable. Inspect SPIN Selling before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply SPIN Selling and produce SPIN Selling application brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with huthwaiteinternational.com \u2014 Spin Methodology, then confirm that the reference is current and applicable. Inspect SPIN Selling before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -124952,12 +124952,12 @@ ], "source_notes": [ { - "label": "huthwaiteinternational.com — Spin Methodology", + "label": "huthwaiteinternational.com \u2014 Spin Methodology", "url": "https://www.huthwaiteinternational.com/spin-methodology", "used_for": "Method, standard, or practice reference for SPIN Selling scope and source checks." }, { - "label": "huthwaiteinternational.com — Blog / Spin Acronym", + "label": "huthwaiteinternational.com \u2014 Blog / Spin Acronym", "url": "https://www.huthwaiteinternational.com/blog/spin-acronym", "used_for": "Method, standard, or practice reference for SPIN Selling scope and source checks." } @@ -125100,10 +125100,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Test-Driven Development to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Test-Driven Development to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Test-Driven Development review brief. Start source review with martinfowler.com — Bliki / TestDrivenDevelopment.", + "summary": "Use this bundle to apply Test-Driven Development to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Test-Driven Development review brief. Start source review with martinfowler.com \u2014 Bliki / TestDrivenDevelopment.", "meta_description": "Free Test-Driven Development Markdown bundle with workflows, source references, and test-Driven Development review brief for use with AI assistants.", "social_summary": "Test-Driven Development: test-Driven Development review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,319 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,319 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Test-Driven Development to structure analysis, decisions, facilitation, or review", "Teams working in Technology, Business operations" @@ -125116,7 +125116,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Test-Driven Development and produce Test-Driven Development review brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with martinfowler.com — Bliki / TestDrivenDevelopment, then confirm that the reference is current and applicable. Inspect Test-Driven Development Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Test-Driven Development and produce Test-Driven Development review brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with martinfowler.com \u2014 Bliki / TestDrivenDevelopment, then confirm that the reference is current and applicable. Inspect Test-Driven Development Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -125148,12 +125148,12 @@ ], "source_notes": [ { - "label": "martinfowler.com — Bliki / TestDrivenDevelopment", + "label": "martinfowler.com \u2014 Bliki / TestDrivenDevelopment", "url": "https://martinfowler.com/bliki/TestDrivenDevelopment.html", "used_for": "Method, standard, or practice reference for Test-Driven Development scope and source checks." }, { - "label": "oreilly.com — Test Driven Development / 0321146530", + "label": "oreilly.com \u2014 Test Driven Development / 0321146530", "url": "https://www.oreilly.com/library/view/test-driven-development/0321146530/", "used_for": "Method, standard, or practice reference for Test-Driven Development scope and source checks." } @@ -125295,10 +125295,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply ISO 9001 Quality Management Systems to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply ISO 9001 Quality Management Systems to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is ISO 9001 Quality Management Systems review brief. Start source review with iso.org — Standard / 62085.", + "summary": "Use this bundle to apply ISO 9001 Quality Management Systems to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is ISO 9001 Quality Management Systems review brief. Start source review with iso.org \u2014 Standard / 62085.", "meta_description": "Free ISO 9001 Quality Management Systems Markdown bundle with workflows, source references, and iSO 9001 Quality Management Systems review brief for use.", "social_summary": "ISO 9001 Quality Management Systems: iSO 9001 Quality Management Systems review brief, workflows, and.", - "download_note": "10 Markdown files · 1,448 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,448 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using ISO 9001 Quality Management Systems to structure analysis, decisions, facilitation, or review", "Teams working in Technology, Business operations" @@ -125311,7 +125311,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply ISO 9001 Quality Management Systems and produce ISO 9001 Quality Management Systems review brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with iso.org — Standard / 62085, then confirm that the reference is current and applicable. Inspect ISO 9001 Quality Management Systems Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply ISO 9001 Quality Management Systems and produce ISO 9001 Quality Management Systems review brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with iso.org \u2014 Standard / 62085, then confirm that the reference is current and applicable. Inspect ISO 9001 Quality Management Systems Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -125343,12 +125343,12 @@ ], "source_notes": [ { - "label": "iso.org — Standard / 62085", + "label": "iso.org \u2014 Standard / 62085", "url": "https://www.iso.org/standard/62085.html", "used_for": "Method, standard, or practice reference for ISO 9001 Quality Management Systems scope and source checks." }, { - "label": "iso.org — Iso 9001 Quality Management", + "label": "iso.org \u2014 Iso 9001 Quality Management", "url": "https://www.iso.org/iso-9001-quality-management.html", "used_for": "Method, standard, or practice reference for ISO 9001 Quality Management Systems scope and source checks." } @@ -125490,10 +125490,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Consultative Selling to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Consultative Selling to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Consultative Selling review brief. Start source review with archive.org — Details / Consultativesell0003hana.", + "summary": "Use this bundle to apply Consultative Selling to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Consultative Selling review brief. Start source review with archive.org \u2014 Details / Consultativesell0003hana.", "meta_description": "Free Consultative Selling Markdown bundle with workflows, source references, and consultative Selling review brief for use with AI assistants.", "social_summary": "Consultative Selling: consultative Selling review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,384 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,384 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Consultative Selling to structure analysis, decisions, facilitation, or review", "Teams working in Technology, Business operations" @@ -125506,7 +125506,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Consultative Selling and produce Consultative Selling review brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with archive.org — Details / Consultativesell0003hana, then confirm that the reference is current and applicable. Inspect Consultative Selling Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Consultative Selling and produce Consultative Selling review brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with archive.org \u2014 Details / Consultativesell0003hana, then confirm that the reference is current and applicable. Inspect Consultative Selling Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -125538,7 +125538,7 @@ ], "source_notes": [ { - "label": "archive.org — Details / Consultativesell0003hana", + "label": "archive.org \u2014 Details / Consultativesell0003hana", "url": "https://archive.org/details/consultativesell0003hana", "used_for": "Method, standard, or practice reference for Consultative Selling scope and source checks." } @@ -125680,10 +125680,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Root Cause Analysis and Five Whys to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Root Cause Analysis and Five Whys to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Root Cause Analysis and Five Whys review brief. Start source review with asq.org — Quality Resources / Root Cause Analysis.", + "summary": "Use this bundle to apply Root Cause Analysis and Five Whys to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Root Cause Analysis and Five Whys review brief. Start source review with asq.org \u2014 Quality Resources / Root Cause Analysis.", "meta_description": "Free Root Cause Analysis and Five Whys Markdown bundle with workflows, source references, and root Cause Analysis and Five Whys review brief for use with.", "social_summary": "Root Cause Analysis and Five Whys: root Cause Analysis and Five Whys review brief, workflows, and review.", - "download_note": "10 Markdown files · 1,481 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,481 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Root Cause Analysis and Five Whys to structure analysis, decisions, facilitation, or review", "Teams working in Technology, Business operations" @@ -125696,7 +125696,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Root Cause Analysis and Five Whys and produce Root Cause Analysis and Five Whys review brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with asq.org — Quality Resources / Root Cause Analysis, then confirm that the reference is current and applicable. Inspect Root Cause Analysis and Five Whys Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Root Cause Analysis and Five Whys and produce Root Cause Analysis and Five Whys review brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with asq.org \u2014 Quality Resources / Root Cause Analysis, then confirm that the reference is current and applicable. Inspect Root Cause Analysis and Five Whys Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -125728,12 +125728,12 @@ ], "source_notes": [ { - "label": "asq.org — Quality Resources / Root Cause Analysis", + "label": "asq.org \u2014 Quality Resources / Root Cause Analysis", "url": "https://asq.org/quality-resources/root-cause-analysis", "used_for": "Method, standard, or practice reference for Root Cause Analysis and Five Whys scope and source checks." }, { - "label": "asq.org — Quality Resources / Five Whys", + "label": "asq.org \u2014 Quality Resources / Five Whys", "url": "https://asq.org/quality-resources/five-whys", "used_for": "Method, standard, or practice reference for Root Cause Analysis and Five Whys scope and source checks." } @@ -125874,10 +125874,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply SCOR Digital Standard to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply SCOR Digital Standard to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is SCOR Digital Standard review brief. Start source review with ascm.org — Standards Tools / Scor Ds.", + "summary": "Use this bundle to apply SCOR Digital Standard to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is SCOR Digital Standard review brief. Start source review with ascm.org \u2014 Standards Tools / Scor Ds.", "meta_description": "Free SCOR Digital Standard Markdown bundle with workflows, source references, and sCOR Digital Standard review brief for use with AI assistants.", "social_summary": "SCOR Digital Standard: sCOR Digital Standard review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,379 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,379 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using SCOR Digital Standard to structure analysis, decisions, facilitation, or review", "Teams working in Technology, Business operations" @@ -125890,7 +125890,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply SCOR Digital Standard and produce SCOR Digital Standard review brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with ascm.org — Standards Tools / Scor Ds, then confirm that the reference is current and applicable. Inspect SCOR Digital Standard Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply SCOR Digital Standard and produce SCOR Digital Standard review brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with ascm.org \u2014 Standards Tools / Scor Ds, then confirm that the reference is current and applicable. Inspect SCOR Digital Standard Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -125922,7 +125922,7 @@ ], "source_notes": [ { - "label": "ascm.org — Standards Tools / Scor Ds", + "label": "ascm.org \u2014 Standards Tools / Scor Ds", "url": "https://www.ascm.org/corporate-solutions/standards-tools/scor-ds/", "used_for": "Method, standard, or practice reference for SCOR Digital Standard scope and source checks." } @@ -126065,10 +126065,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Customer Satisfaction Score to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Customer Satisfaction Score to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Customer Satisfaction Score review brief. Start source review with qualtrics.com — Customer Experience / What Is Csat.", + "summary": "Use this bundle to apply Customer Satisfaction Score to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Customer Satisfaction Score review brief. Start source review with qualtrics.com \u2014 Customer Experience / What Is Csat.", "meta_description": "Free Customer Satisfaction Score Markdown bundle with workflows, source references, and customer Satisfaction Score review brief for use with AI assistants.", "social_summary": "Customer Satisfaction Score: customer Satisfaction Score review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,413 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,413 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Customer Satisfaction Score to structure analysis, decisions, facilitation, or review", "Teams working in Technology, Business operations" @@ -126081,7 +126081,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Customer Satisfaction Score and produce Customer Satisfaction Score review brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with qualtrics.com — Customer Experience / What Is Csat, then confirm that the reference is current and applicable. Inspect Customer Satisfaction Score Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Customer Satisfaction Score and produce Customer Satisfaction Score review brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with qualtrics.com \u2014 Customer Experience / What Is Csat, then confirm that the reference is current and applicable. Inspect Customer Satisfaction Score Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -126113,12 +126113,12 @@ ], "source_notes": [ { - "label": "qualtrics.com — Customer Experience / What Is Csat", + "label": "qualtrics.com \u2014 Customer Experience / What Is Csat", "url": "https://www.qualtrics.com/articles/customer-experience/what-is-csat/", "used_for": "Method, standard, or practice reference for Customer Satisfaction Score scope and source checks." }, { - "label": "theacsi.org — Company / The Acsi Difference", + "label": "theacsi.org \u2014 Company / The Acsi Difference", "url": "https://theacsi.org/company/the-acsi-difference/", "used_for": "Method, standard, or practice reference for Customer Satisfaction Score scope and source checks." } @@ -126264,7 +126264,7 @@ "summary": "Use this bundle to apply GitOps to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is GitOps review brief. Start source review with opengitops.dev.", "meta_description": "Free GitOps Markdown bundle with workflows, source references, and gitOps review brief for use with AI assistants.", "social_summary": "GitOps: gitOps review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,343 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,343 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using GitOps to structure analysis, decisions, facilitation, or review", "Teams working in Technology, Business operations" @@ -126484,7 +126484,7 @@ "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Medallion Architecture to evidence, decisions, and reviewable outputs.", "meta_description": "Free Medallion Architecture Markdown bundle with workflows, source references, and medallion Architecture review brief for use with AI assistants.", "social_summary": "Medallion Architecture: medallion Architecture review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,424 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,424 words \u00b7 no signup \u00b7 CC-BY-4.0", "featured_contents": [ { "type": "Framework guide", @@ -126513,12 +126513,12 @@ ], "source_notes": [ { - "label": "docs.databricks.com — Lakehouse / medallion", + "label": "docs.databricks.com \u2014 Lakehouse / medallion", "url": "https://docs.databricks.com/aws/en/lakehouse/medallion", "used_for": "Method, standard, or practice reference for Medallion Architecture scope and source checks." }, { - "label": "databricks.com — Glossary / medallion architecture", + "label": "databricks.com \u2014 Glossary / medallion architecture", "url": "https://www.databricks.com/glossary/medallion-architecture", "used_for": "Method, standard, or practice reference for Medallion Architecture scope and source checks." } @@ -126654,10 +126654,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Site Reliability Engineering to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Site Reliability Engineering to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Site Reliability Engineering review brief. Start source review with sre.google — Sre Book.", + "summary": "Use this bundle to apply Site Reliability Engineering to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Site Reliability Engineering review brief. Start source review with sre.google \u2014 Sre Book.", "meta_description": "Free Site Reliability Engineering Markdown bundle with workflows, source references, and site Reliability Engineering review brief for use with AI.", "social_summary": "Site Reliability Engineering: site Reliability Engineering review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,413 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,413 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Site Reliability Engineering to structure analysis, decisions, facilitation, or review", "Teams working in Technology, Business operations" @@ -126670,7 +126670,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Site Reliability Engineering and produce Site Reliability Engineering review brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with sre.google — Sre Book, then confirm that the reference is current and applicable. Inspect Site Reliability Engineering Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Site Reliability Engineering and produce Site Reliability Engineering review brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with sre.google \u2014 Sre Book, then confirm that the reference is current and applicable. Inspect Site Reliability Engineering Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -126702,17 +126702,17 @@ ], "source_notes": [ { - "label": "sre.google — Sre Book", + "label": "sre.google \u2014 Sre Book", "url": "https://sre.google/sre-book/introduction/", "used_for": "Method, standard, or practice reference for Site Reliability Engineering scope and source checks." }, { - "label": "sre.google — Sre Book / Service Level Objectives", + "label": "sre.google \u2014 Sre Book / Service Level Objectives", "url": "https://sre.google/sre-book/service-level-objectives/", "used_for": "Method, standard, or practice reference for Site Reliability Engineering scope and source checks." }, { - "label": "sre.google — Workbook / Error Budget Policy", + "label": "sre.google \u2014 Workbook / Error Budget Policy", "url": "https://sre.google/workbook/error-budget-policy/", "used_for": "Method, standard, or practice reference for Site Reliability Engineering scope and source checks." } @@ -126854,10 +126854,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Customer Journey Mapping to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Customer Journey Mapping to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Customer Journey Mapping review brief. Start source review with nngroup.com — Articles / Journey Mapping 101.", + "summary": "Use this bundle to apply Customer Journey Mapping to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Customer Journey Mapping review brief. Start source review with nngroup.com \u2014 Articles / Journey Mapping 101.", "meta_description": "Free Customer Journey Mapping Markdown bundle with workflows, source references, and customer Journey Mapping review brief for use with AI assistants.", "social_summary": "Customer Journey Mapping: customer Journey Mapping review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,431 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,431 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Customer Journey Mapping to structure analysis, decisions, facilitation, or review", "Teams working in Technology, Business operations" @@ -126870,7 +126870,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Customer Journey Mapping and produce Customer Journey Mapping review brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with nngroup.com — Articles / Journey Mapping 101, then confirm that the reference is current and applicable. Inspect Customer Journey Mapping Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Customer Journey Mapping and produce Customer Journey Mapping review brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with nngroup.com \u2014 Articles / Journey Mapping 101, then confirm that the reference is current and applicable. Inspect Customer Journey Mapping Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -126902,7 +126902,7 @@ ], "source_notes": [ { - "label": "nngroup.com — Articles / Journey Mapping 101", + "label": "nngroup.com \u2014 Articles / Journey Mapping 101", "url": "https://www.nngroup.com/articles/journey-mapping-101/", "used_for": "Method, standard, or practice reference for Customer Journey Mapping scope and source checks." } @@ -127045,10 +127045,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply The Challenger Sale to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply The Challenger Sale to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is The Challenger Sale review brief. Start source review with challengerinc.com — What Is Challenger Sales Methodology.", + "summary": "Use this bundle to apply The Challenger Sale to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is The Challenger Sale review brief. Start source review with challengerinc.com \u2014 What Is Challenger Sales Methodology.", "meta_description": "Free The Challenger Sale Markdown bundle with workflows, source references, and the Challenger Sale review brief for use with AI assistants.", "social_summary": "The Challenger Sale: the Challenger Sale review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,420 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,420 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using The Challenger Sale to structure analysis, decisions, facilitation, or review", "Teams working in Technology, Business operations" @@ -127061,7 +127061,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply The Challenger Sale and produce The Challenger Sale review brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with challengerinc.com — What Is Challenger Sales Methodology, then confirm that the reference is current and applicable. Inspect The Challenger Sale Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply The Challenger Sale and produce The Challenger Sale review brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with challengerinc.com \u2014 What Is Challenger Sales Methodology, then confirm that the reference is current and applicable. Inspect The Challenger Sale Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -127093,12 +127093,12 @@ ], "source_notes": [ { - "label": "challengerinc.com — What Is Challenger Sales Methodology", + "label": "challengerinc.com \u2014 What Is Challenger Sales Methodology", "url": "https://challengerinc.com/what-is-challenger-sales-methodology/", "used_for": "Method, standard, or practice reference for The Challenger Sale scope and source checks." }, { - "label": "challengerinc.com — Challenger Sales", + "label": "challengerinc.com \u2014 Challenger Sales", "url": "https://challengerinc.com/challenger-sales/", "used_for": "Method, standard, or practice reference for The Challenger Sale scope and source checks." } @@ -127240,10 +127240,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply 5S Workplace Organization to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply 5S Workplace Organization to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is 5S Workplace Organization review brief. Start source review with lean.org — Lexicon Terms / Five S.", + "summary": "Use this bundle to apply 5S Workplace Organization to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is 5S Workplace Organization review brief. Start source review with lean.org \u2014 Lexicon Terms / Five S.", "meta_description": "Free 5S Workplace Organization Markdown bundle with workflows, source references, and 5S Workplace Organization review brief for use with AI assistants.", "social_summary": "5S Workplace Organization: 5S Workplace Organization review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,398 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,398 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using 5S Workplace Organization to structure analysis, decisions, facilitation, or review", "Teams working in Technology, Business operations" @@ -127256,7 +127256,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply 5S Workplace Organization and produce 5S Workplace Organization review brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with lean.org — Lexicon Terms / Five S, then confirm that the reference is current and applicable. Inspect 5S Workplace Organization Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply 5S Workplace Organization and produce 5S Workplace Organization review brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with lean.org \u2014 Lexicon Terms / Five S, then confirm that the reference is current and applicable. Inspect 5S Workplace Organization Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -127288,7 +127288,7 @@ ], "source_notes": [ { - "label": "lean.org — Lexicon Terms / Five S", + "label": "lean.org \u2014 Lexicon Terms / Five S", "url": "https://www.lean.org/lexicon-terms/five-s/", "used_for": "Method, standard, or practice reference for 5S Workplace Organization scope and source checks." } @@ -127440,10 +127440,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Nine-Box Talent Grid to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Nine-Box Talent Grid to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Nine-Box Talent Grid review brief. Start source review with shrm.org — Toolkits / Organizational Leadership Development.", + "summary": "Use this bundle to apply Nine-Box Talent Grid to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Nine-Box Talent Grid review brief. Start source review with shrm.org \u2014 Toolkits / Organizational Leadership Development.", "meta_description": "Free Nine-Box Talent Grid Markdown bundle with workflows, source references, and nine-Box Talent Grid review brief for use with AI assistants.", "social_summary": "Nine-Box Talent Grid: nine-Box Talent Grid review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,432 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,432 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Nine-Box Talent Grid to structure analysis, decisions, facilitation, or review", "Teams working in Technology, Business operations" @@ -127456,7 +127456,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Nine-Box Talent Grid and produce Nine-Box Talent Grid review brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with shrm.org — Toolkits / Organizational Leadership Development, then confirm that the reference is current and applicable. Inspect Nine-Box Talent Grid Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Nine-Box Talent Grid and produce Nine-Box Talent Grid review brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with shrm.org \u2014 Toolkits / Organizational Leadership Development, then confirm that the reference is current and applicable. Inspect Nine-Box Talent Grid Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -127488,12 +127488,12 @@ ], "source_notes": [ { - "label": "shrm.org — Toolkits / Organizational Leadership Development", + "label": "shrm.org \u2014 Toolkits / Organizational Leadership Development", "url": "https://www.shrm.org/mena/topics-tools/tools/toolkits/organizational-leadership-development", "used_for": "Method, standard, or practice reference for Nine-Box Talent Grid scope and source checks." }, { - "label": "gallup.com — 647864 / Avoid Getting Boxed Conventional Succession Planning Methods.aspx", + "label": "gallup.com \u2014 647864 / Avoid Getting Boxed Conventional Succession Planning Methods.aspx", "url": "https://www.gallup.com/workplace/647864/avoid-getting-boxed-conventional-succession-planning-methods.aspx", "used_for": "Method, standard, or practice reference for Nine-Box Talent Grid scope and source checks." } @@ -127661,7 +127661,7 @@ "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply AARRR Pirate Metrics to evidence, decisions, and reviewable outputs.", "meta_description": "Free AARRR Pirate Metrics Markdown bundle with workflows, source references, and aARRR Pirate Metrics review brief for use with AI assistants.", "social_summary": "AARRR Pirate Metrics: aARRR Pirate Metrics review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,418 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,418 words \u00b7 no signup \u00b7 CC-BY-4.0", "featured_contents": [ { "type": "Framework guide", @@ -127690,7 +127690,7 @@ ], "source_notes": [ { - "label": "slideshare.net — Dmc500hats / startup metrics for pirates long version", + "label": "slideshare.net \u2014 Dmc500hats / startup metrics for pirates long version", "url": "https://www.slideshare.net/dmc500hats/startup-metrics-for-pirates-long-version", "used_for": "Method, standard, or practice reference for AARRR Pirate Metrics scope and source checks." } @@ -127826,10 +127826,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply COBIT to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply COBIT to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is COBIT review brief. Start source review with isaca.org — Resources / Cobit.", + "summary": "Use this bundle to apply COBIT to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is COBIT review brief. Start source review with isaca.org \u2014 Resources / Cobit.", "meta_description": "Free COBIT Markdown bundle with workflows, source references, and cOBIT review brief for use with AI assistants.", "social_summary": "COBIT: cOBIT review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,377 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,377 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using COBIT to structure analysis, decisions, facilitation, or review", "Teams working in Technology, Business operations" @@ -127842,7 +127842,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply COBIT and produce COBIT review brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with isaca.org — Resources / Cobit, then confirm that the reference is current and applicable. Inspect COBIT Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply COBIT and produce COBIT review brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with isaca.org \u2014 Resources / Cobit, then confirm that the reference is current and applicable. Inspect COBIT Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -127874,12 +127874,12 @@ ], "source_notes": [ { - "label": "isaca.org — Resources / Cobit", + "label": "isaca.org \u2014 Resources / Cobit", "url": "https://www.isaca.org/resources/cobit", "used_for": "Method, standard, or practice reference for COBIT scope and source checks." }, { - "label": "isaca.org — Product / CB19FGM", + "label": "isaca.org \u2014 Product / CB19FGM", "url": "https://www.isaca.org/store2/product/CB19FGM", "used_for": "Method, standard, or practice reference for COBIT scope and source checks." } @@ -128020,10 +128020,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Solution Selling to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Solution Selling to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Solution Selling review brief. Start source review with amazon.com — Dp / 0786303158.", + "summary": "Use this bundle to apply Solution Selling to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Solution Selling review brief. Start source review with amazon.com \u2014 Dp / 0786303158.", "meta_description": "Free Solution Selling Markdown bundle with workflows, source references, and solution Selling review brief for use with AI assistants.", "social_summary": "Solution Selling: solution Selling review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,396 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,396 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Solution Selling to structure analysis, decisions, facilitation, or review", "Teams working in Technology, Business operations" @@ -128036,7 +128036,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Solution Selling and produce Solution Selling review brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with amazon.com — Dp / 0786303158, then confirm that the reference is current and applicable. Inspect Solution Selling Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Solution Selling and produce Solution Selling review brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with amazon.com \u2014 Dp / 0786303158, then confirm that the reference is current and applicable. Inspect Solution Selling Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -128068,7 +128068,7 @@ ], "source_notes": [ { - "label": "amazon.com — Dp / 0786303158", + "label": "amazon.com \u2014 Dp / 0786303158", "url": "https://www.amazon.com/Solution-Selling-Creating-Difficult-Markets/dp/0786303158", "used_for": "Method, standard, or practice reference for Solution Selling scope and source checks." } @@ -128209,10 +128209,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Joint Success Plan Methodology to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Joint Success Plan Methodology to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Joint Success Plan Methodology review brief. Start source review with churnzero.com — Blog / Understanding The Joint Success Plan.", + "summary": "Use this bundle to apply Joint Success Plan Methodology to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Joint Success Plan Methodology review brief. Start source review with churnzero.com \u2014 Blog / Understanding The Joint Success Plan.", "meta_description": "Free Joint Success Plan Methodology Markdown bundle with workflows, source references, and joint Success Plan Methodology review brief for use with AI.", "social_summary": "Joint Success Plan Methodology: joint Success Plan Methodology review brief, workflows, and review.", - "download_note": "10 Markdown files · 1,467 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,467 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Joint Success Plan Methodology to structure analysis, decisions, facilitation, or review", "Teams working in Technology, Business operations" @@ -128225,7 +128225,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Joint Success Plan Methodology and produce Joint Success Plan Methodology review brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with churnzero.com — Blog / Understanding The Joint Success Plan, then confirm that the reference is current and applicable. Inspect Joint Success Plan Methodology Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Joint Success Plan Methodology and produce Joint Success Plan Methodology review brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with churnzero.com \u2014 Blog / Understanding The Joint Success Plan, then confirm that the reference is current and applicable. Inspect Joint Success Plan Methodology Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -128257,7 +128257,7 @@ ], "source_notes": [ { - "label": "churnzero.com — Blog / Understanding The Joint Success Plan", + "label": "churnzero.com \u2014 Blog / Understanding The Joint Success Plan", "url": "https://churnzero.com/blog/understanding-the-joint-success-plan/", "used_for": "Method, standard, or practice reference for Joint Success Plan Methodology scope and source checks." } @@ -128399,10 +128399,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Quotation and Pricing Estimate with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Quotation and Pricing Estimate with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Quotation and Pricing Estimate review brief. Start source review with U.S. Federal Trade Commission — Advertising Marketing / Truth Advertising.", + "summary": "Use this bundle to draft or review Quotation and Pricing Estimate with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Quotation and Pricing Estimate review brief. Start source review with U.S. Federal Trade Commission \u2014 Advertising Marketing / Truth Advertising.", "meta_description": "Free Quotation and Pricing Estimate Markdown bundle with workflows, source references, and quotation and Pricing Estimate review brief for use with AI.", "social_summary": "Quotation and Pricing Estimate: quotation and Pricing Estimate review brief, workflows, and review.", - "download_note": "10 Markdown files · 1,499 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,499 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Quotation and Pricing Estimate", "Teams working in Technology, Business operations" @@ -128415,7 +128415,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Quotation and Pricing Estimate and return Quotation and Pricing Estimate review brief with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with U.S. Federal Trade Commission — Advertising Marketing / Truth Advertising, then confirm that the reference is current and applicable. Inspect Quotation and Pricing Estimate Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Quotation and Pricing Estimate and return Quotation and Pricing Estimate review brief with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with U.S. Federal Trade Commission \u2014 Advertising Marketing / Truth Advertising, then confirm that the reference is current and applicable. Inspect Quotation and Pricing Estimate Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -128447,12 +128447,12 @@ ], "source_notes": [ { - "label": "U.S. Federal Trade Commission — Advertising Marketing / Truth Advertising", + "label": "U.S. Federal Trade Commission \u2014 Advertising Marketing / Truth Advertising", "url": "https://www.ftc.gov/business-guidance/advertising-marketing/truth-advertising", "used_for": "Format, practice, or subject-matter reference for Quotation and Pricing Estimate scope and source checks." }, { - "label": "investopedia.com — Q / Quote.asp", + "label": "investopedia.com \u2014 Q / Quote.asp", "url": "https://www.investopedia.com/terms/q/quote.asp", "used_for": "Format, practice, or subject-matter reference for Quotation and Pricing Estimate scope and source checks." } @@ -128593,10 +128593,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Runbooks and Operational Playbooks with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Runbooks and Operational Playbooks with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Runbooks and Operational Playbooks review brief. Start source review with sre.google — Sre Book / Practical Alerting.", + "summary": "Use this bundle to draft or review Runbooks and Operational Playbooks with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Runbooks and Operational Playbooks review brief. Start source review with sre.google \u2014 Sre Book / Practical Alerting.", "meta_description": "Free Runbooks and Operational Playbooks Markdown bundle with workflows, source references, and runbooks and Operational Playbooks review brief for use with.", "social_summary": "Runbooks and Operational Playbooks: runbooks and Operational Playbooks review brief, workflows, and.", - "download_note": "10 Markdown files · 1,453 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,453 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Runbooks and Operational Playbooks", "Teams working in Technology, Business operations" @@ -128609,7 +128609,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Runbooks and Operational Playbooks and return Runbooks and Operational Playbooks review brief with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with sre.google — Sre Book / Practical Alerting, then confirm that the reference is current and applicable. Inspect Runbooks and Operational Playbooks Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Runbooks and Operational Playbooks and return Runbooks and Operational Playbooks review brief with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with sre.google \u2014 Sre Book / Practical Alerting, then confirm that the reference is current and applicable. Inspect Runbooks and Operational Playbooks Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -128641,12 +128641,12 @@ ], "source_notes": [ { - "label": "sre.google — Sre Book / Practical Alerting", + "label": "sre.google \u2014 Sre Book / Practical Alerting", "url": "https://sre.google/sre-book/practical-alerting/", "used_for": "Format, practice, or subject-matter reference for Runbooks and Operational Playbooks scope and source checks." }, { - "label": "sre.google — Workbook / Incident Response", + "label": "sre.google \u2014 Workbook / Incident Response", "url": "https://sre.google/workbook/incident-response/", "used_for": "Format, practice, or subject-matter reference for Runbooks and Operational Playbooks scope and source checks." } @@ -128787,10 +128787,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Sales Pipeline and Forecast Report with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Sales Pipeline and Forecast Report with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Sales Pipeline and Forecast Report review brief. Start source review with help.salesforce.com — S / ArticleView.", + "summary": "Use this bundle to draft or review Sales Pipeline and Forecast Report with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Sales Pipeline and Forecast Report review brief. Start source review with help.salesforce.com \u2014 S / ArticleView.", "meta_description": "Free Sales Pipeline and Forecast Report Markdown bundle with workflows, source references, and sales Pipeline and Forecast Report review brief for use with.", "social_summary": "Sales Pipeline and Forecast Report: sales Pipeline and Forecast Report review brief, workflows, and.", - "download_note": "10 Markdown files · 1,507 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,507 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Sales Pipeline and Forecast Report", "Teams working in Technology, Business operations" @@ -128803,7 +128803,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Sales Pipeline and Forecast Report and return Sales Pipeline and Forecast Report review brief with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with help.salesforce.com — S / ArticleView, then confirm that the reference is current and applicable. Inspect Sales Pipeline and Forecast Report Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Sales Pipeline and Forecast Report and return Sales Pipeline and Forecast Report review brief with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with help.salesforce.com \u2014 S / ArticleView, then confirm that the reference is current and applicable. Inspect Sales Pipeline and Forecast Report Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -128835,12 +128835,12 @@ ], "source_notes": [ { - "label": "help.salesforce.com — S / ArticleView", + "label": "help.salesforce.com \u2014 S / ArticleView", "url": "https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_drive_revenue_using_parent.htm&type=5", "used_for": "Format, practice, or subject-matter reference for Sales Pipeline and Forecast Report scope and source checks." }, { - "label": "resources.docs.salesforce.com — Pdf / Forecasts", + "label": "resources.docs.salesforce.com \u2014 Pdf / Forecasts", "url": "https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/forecasts.pdf", "used_for": "Format, practice, or subject-matter reference for Sales Pipeline and Forecast Report scope and source checks." } @@ -128981,10 +128981,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Blog Posts and Long-Form Articles with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Blog Posts and Long-Form Articles with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Blog Posts and Long-Form Articles review brief. Start source review with Google for Developers — Style.", + "summary": "Use this bundle to draft or review Blog Posts and Long-Form Articles with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Blog Posts and Long-Form Articles review brief. Start source review with Google for Developers \u2014 Style.", "meta_description": "Free Blog Posts and Long-Form Articles Markdown bundle with workflows, source references, and blog Posts and Long-Form Articles review brief for use with.", "social_summary": "Blog Posts and Long-Form Articles: blog Posts and Long-Form Articles review brief, workflows, and review.", - "download_note": "10 Markdown files · 1,514 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,514 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Blog Posts and Long-Form Articles", "Teams working in Technology, Business operations" @@ -128997,7 +128997,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Blog Posts and Long-Form Articles and return Blog Posts and Long-Form Articles review brief with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with Google for Developers — Style, then confirm that the reference is current and applicable. Inspect Blog Posts and Long-Form Articles Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Blog Posts and Long-Form Articles and return Blog Posts and Long-Form Articles review brief with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with Google for Developers \u2014 Style, then confirm that the reference is current and applicable. Inspect Blog Posts and Long-Form Articles Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -129029,12 +129029,12 @@ ], "source_notes": [ { - "label": "Google for Developers — Style", + "label": "Google for Developers \u2014 Style", "url": "https://developers.google.com/style", "used_for": "Format, practice, or subject-matter reference for Blog Posts and Long-Form Articles scope and source checks." }, { - "label": "Google for Developers — Style / Headings", + "label": "Google for Developers \u2014 Style / Headings", "url": "https://developers.google.com/style/headings", "used_for": "Format, practice, or subject-matter reference for Blog Posts and Long-Form Articles scope and source checks." } @@ -129177,10 +129177,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Code Review Feedback with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Code Review Feedback with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Code Review Feedback review brief. Start source review with GitHub Docs — Get Started / Reviewing Pull Requests Quickstart.", + "summary": "Use this bundle to draft or review Code Review Feedback with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Code Review Feedback review brief. Start source review with GitHub Docs \u2014 Get Started / Reviewing Pull Requests Quickstart.", "meta_description": "Free Code Review Feedback Markdown bundle with workflows, source references, and code Review Feedback review brief for use with AI assistants.", "social_summary": "Code Review Feedback: code Review Feedback review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,442 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,442 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Code Review Feedback", "Teams working in Technology, Business operations" @@ -129193,7 +129193,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Code Review Feedback and return Code Review Feedback review brief with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with GitHub Docs — Get Started / Reviewing Pull Requests Quickstart, then confirm that the reference is current and applicable. Inspect Code Review Feedback Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Code Review Feedback and return Code Review Feedback review brief with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with GitHub Docs \u2014 Get Started / Reviewing Pull Requests Quickstart, then confirm that the reference is current and applicable. Inspect Code Review Feedback Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -129225,12 +129225,12 @@ ], "source_notes": [ { - "label": "GitHub Docs — Get Started / Reviewing Pull Requests Quickstart", + "label": "GitHub Docs \u2014 Get Started / Reviewing Pull Requests Quickstart", "url": "https://docs.github.com/en/pull-requests/get-started/reviewing-pull-requests-quickstart", "used_for": "Format, practice, or subject-matter reference for Code Review Feedback scope and source checks." }, { - "label": "GitHub Docs — Review Pull Requests / Approving A Pull Request With Required Reviews", + "label": "GitHub Docs \u2014 Review Pull Requests / Approving A Pull Request With Required Reviews", "url": "https://docs.github.com/en/pull-requests/how-tos/review-pull-requests/approving-a-pull-request-with-required-reviews", "used_for": "Format, practice, or subject-matter reference for Code Review Feedback scope and source checks." } @@ -129370,10 +129370,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Compliance Policy and Procedures Manual with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Compliance Policy and Procedures Manual with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Compliance Policy and Procedures Manual review brief. Start source review with U.S. Securities and Exchange Commission — Final / Ia 2204.", + "summary": "Use this bundle to draft or review Compliance Policy and Procedures Manual with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Compliance Policy and Procedures Manual review brief. Start source review with U.S. Securities and Exchange Commission \u2014 Final / Ia 2204.", "meta_description": "Free Compliance Policy and Procedures Manual Markdown bundle with workflows, source references, and compliance Policy and Procedures Manual review brief.", "social_summary": "Compliance Policy and Procedures Manual: compliance Policy and Procedures Manual review brief.", - "download_note": "10 Markdown files · 1,549 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,549 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Compliance Policy and Procedures Manual", "Teams working in Technology, Business operations" @@ -129386,7 +129386,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Compliance Policy and Procedures Manual and return Compliance Policy and Procedures Manual review brief with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with U.S. Securities and Exchange Commission — Final / Ia 2204, then confirm that the reference is current and applicable. Inspect Compliance Policy and Procedures Manual Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Compliance Policy and Procedures Manual and return Compliance Policy and Procedures Manual review brief with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with U.S. Securities and Exchange Commission \u2014 Final / Ia 2204, then confirm that the reference is current and applicable. Inspect Compliance Policy and Procedures Manual Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -129418,7 +129418,7 @@ ], "source_notes": [ { - "label": "U.S. Securities and Exchange Commission — Final / Ia 2204", + "label": "U.S. Securities and Exchange Commission \u2014 Final / Ia 2204", "url": "https://www.sec.gov/files/rules/final/ia-2204.htm", "used_for": "Format, practice, or subject-matter reference for Compliance Policy and Procedures Manual scope and source checks." } @@ -129586,7 +129586,7 @@ "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Data Model and Schema Design with explicit evidence, constraints, and approval boundaries.", "meta_description": "Free Data Model and Schema Design Markdown bundle with workflows, source references, and data Model and Schema Design review brief for use with AI.", "social_summary": "Data Model and Schema Design: data Model and Schema Design review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,524 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,524 words \u00b7 no signup \u00b7 CC-BY-4.0", "featured_contents": [ { "type": "Deliverable guide", @@ -129615,7 +129615,7 @@ ], "source_notes": [ { - "label": "kimballgroup.com — Kimball techniques / dimensional modeling techniques", + "label": "kimballgroup.com \u2014 Kimball techniques / dimensional modeling techniques", "url": "https://www.kimballgroup.com/data-warehouse-business-intelligence-resources/kimball-techniques/dimensional-modeling-techniques/", "used_for": "Format, practice, or subject-matter reference for Data Model and Schema Design scope and source checks." } @@ -129778,7 +129778,7 @@ "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Deployment Scripts and CI/CD Pipelines with explicit evidence, constraints, and approval boundaries.", "meta_description": "Free Deployment Scripts and CI/CD Pipelines Markdown bundle with workflows, source references, and deployment Scripts and CI/CD Pipelines review brief for.", "social_summary": "Deployment Scripts and CI/CD Pipelines: deployment Scripts and CI/CD Pipelines review brief, workflows.", - "download_note": "10 Markdown files · 1,581 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,581 words \u00b7 no signup \u00b7 CC-BY-4.0", "featured_contents": [ { "type": "Deliverable guide", @@ -129807,17 +129807,17 @@ ], "source_notes": [ { - "label": "GitHub Docs — About deployments / deploying with github actions", + "label": "GitHub Docs \u2014 About deployments / deploying with github actions", "url": "https://docs.github.com/en/actions/deployment/about-deployments/deploying-with-github-actions", "used_for": "Format, practice, or subject-matter reference for Deployment Scripts and CI/CD Pipelines scope and source checks." }, { - "label": "GitHub Docs — Security guides / security hardening for github actions", + "label": "GitHub Docs \u2014 Security guides / security hardening for github actions", "url": "https://docs.github.com/en/actions/security-guides/security-hardening-for-github-actions", "used_for": "Format, practice, or subject-matter reference for Deployment Scripts and CI/CD Pipelines scope and source checks." }, { - "label": "Google Cloud Documentation — Architecture / mlops continuous delivery and automation pipelines in machine learning", + "label": "Google Cloud Documentation \u2014 Architecture / mlops continuous delivery and automation pipelines in machine learning", "url": "https://cloud.google.com/architecture/mlops-continuous-delivery-and-automation-pipelines-in-machine-learning", "used_for": "Format, practice, or subject-matter reference for Deployment Scripts and CI/CD Pipelines scope and source checks." } @@ -129912,7 +129912,7 @@ "summary": "Use this bundle to draft or review High-Fidelity Mockup with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is high-fidelity mockup brief. Start source review with Figma High-Fidelity Prototyping.", "meta_description": "Free High-Fidelity Mockup Markdown bundle with workflows, source references, and high-fidelity mockup brief for use with AI assistants.", "social_summary": "High-Fidelity Mockup: high-fidelity mockup brief, workflows, and review guidance", - "download_note": "11 Markdown files · 1,182 words · no signup · CC-BY-4.0", + "download_note": "11 Markdown files \u00b7 1,182 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on High-Fidelity Mockup", "Teams working in Product design, Software, Digital services" @@ -130071,7 +130071,7 @@ "summary": "Use this bundle to draft or review Product Backlog / User Stories with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, a workflow, and a quality rubric; the intended output is product backlog item and user story. Start source review with Scrum Guide 2020.", "meta_description": "Free Product Backlog / User Stories Markdown bundle with workflows, source references, and product backlog item and user story for use with AI assistants.", "social_summary": "Product Backlog / User Stories: product backlog item and user story, workflows, and review guidance", - "download_note": "19 Markdown files · 2,427 words · no signup · CC-BY-4.0", + "download_note": "19 Markdown files \u00b7 2,427 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Product Backlog / User Stories", "Teams working in software, saas, digital products" @@ -130115,7 +130115,7 @@ } ], "before_after": { - "task": "A team says, “Add a faster export so customers stop complaining.” Draft one product backlog item for review. No customer records, product metrics, current Product Goal, export format, performance target, owner, date, or tracker configuration are supplied.", + "task": "A team says, \u201cAdd a faster export so customers stop complaining.\u201d Draft one product backlog item for review. No customer records, product metrics, current Product Goal, export format, performance target, owner, date, or tracker configuration are supplied.", "baseline": "As a customer, I want exports to be faster so that I can work efficiently. Acceptance criteria: - Exports complete in under 10 seconds. - The feature ships this sprint. - Product Manager owns the story. Priority: High because customers are complaining.", "assisted": "Draft a discovery-ready backlog item for improving export completion time, pending evidence and team confirmation. Do not commit to a target, owner, date, or order yet. Evidence Status - Verified: None. - Provided: A stakeholder reports that the team should consider faster exports; the report is not supported by records in this task. - Assumed: The requested work concerns an existing export capability; this is a working assumption only. - Needs verification: affected segment, export types and payload sizes, current completion-time distribution, error rate, user impact, Product Goal, definition of acceptable performance, constraints, dependencies, owner, estimate, and current backlog order.", "why_it_matters": "The bundle-assisted output is stronger because it answers the task while refusing to invent a performance target, owner, date, customer evidence, Product Goal, or sprint commitment. It keeps the item useful by proposing an evidence-gathering slice and states what would change the ordering decision.", @@ -130254,10 +130254,10 @@ "updated": "2026-08-01", "landing_page": { "definition": "A free, open-source set of 18 Markdown files for drafting and reviewing Product Strategy & Vision Document with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Product Strategy & Vision Document with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, a workflow, a quality rubric, and a source notes; the intended output is product strategy and vision document and strategy review. Start source review with productboard.com — Glossary / Product Strategy.", + "summary": "Use this bundle to draft or review Product Strategy & Vision Document with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, a workflow, a quality rubric, and a source notes; the intended output is product strategy and vision document and strategy review. Start source review with productboard.com \u2014 Glossary / Product Strategy.", "meta_description": "Free Product Strategy & Vision Document Markdown bundle with workflows, source references, and product strategy and vision document and strategy review for.", "social_summary": "Product Strategy & Vision Document: product strategy and vision document and strategy review, workflows.", - "download_note": "18 Markdown files · 2,652 words · no signup · CC-BY-4.0", + "download_note": "18 Markdown files \u00b7 2,652 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Product Strategy & Vision Document", "Teams working in software, saas, digital products" @@ -130270,7 +130270,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Product Strategy & Vision Document and return product strategy and vision document with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with productboard.com — Glossary / Product Strategy, then confirm that the reference is current and applicable. Inspect Product Strategy & Vision Document Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Product Strategy & Vision Document and return product strategy and vision document with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with productboard.com \u2014 Glossary / Product Strategy, then confirm that the reference is current and applicable. Inspect Product Strategy & Vision Document Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -130309,27 +130309,27 @@ }, "source_notes": [ { - "label": "productboard.com — Glossary / Product Strategy", + "label": "productboard.com \u2014 Glossary / Product Strategy", "url": "https://www.productboard.com/glossary/product-strategy/", "used_for": "Format, practice, or subject-matter reference for Product Strategy & Vision Document scope and source checks." }, { - "label": "productboard.com — 07 / Product Strategy Playbook", + "label": "productboard.com \u2014 07 / Product Strategy Playbook", "url": "https://www.productboard.com/wp-content/uploads/2021/07/Product-Strategy-Playbook.pdf", "used_for": "Format, practice, or subject-matter reference for Product Strategy & Vision Document scope and source checks." }, { - "label": "productboard.com — Blog / Write Product Vision", + "label": "productboard.com \u2014 Blog / Write Product Vision", "url": "https://www.productboard.com/blog/write-product-vision/", "used_for": "Format, practice, or subject-matter reference for Product Strategy & Vision Document scope and source checks." }, { - "label": "atlassian.com — Agile / Product Management", + "label": "atlassian.com \u2014 Agile / Product Management", "url": "https://www.atlassian.com/agile/product-management", "used_for": "Format, practice, or subject-matter reference for Product Strategy & Vision Document scope and source checks." }, { - "label": "atlassian.com — Templates / Product Vision Board", + "label": "atlassian.com \u2014 Templates / Product Vision Board", "url": "https://www.atlassian.com/software/confluence/templates/product-vision-board", "used_for": "Format, practice, or subject-matter reference for Product Strategy & Vision Document scope and source checks." } @@ -130443,7 +130443,7 @@ "summary": "Use this bundle to draft or review Risk Management Policy / Framework with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is risk management policy / framework and source-aware policy brief. Start source review with ISO 31000:2018.", "meta_description": "Free Risk Management Policy / Framework Markdown bundle with workflows, source references, and risk management policy / framework and source-aware policy.", "social_summary": "Risk Management Policy / Framework: risk management policy / framework and source-aware policy brief.", - "download_note": "19 Markdown files · 2,855 words · no signup · CC-BY-4.0", + "download_note": "19 Markdown files \u00b7 2,855 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Risk Management Policy / Framework", "Teams working in Corporate governance, Financial services, Business services" @@ -130636,7 +130636,7 @@ "summary": "Use this bundle to draft or review Security Assessment / Pen-Test Report with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide and an overview; the intended output is security assessment report and penetration-test report. Start source review with NIST SP 800-115.", "meta_description": "Free Security Assessment / Pen-Test Report Markdown bundle with workflows, source references, and security assessment report and penetration-test report.", "social_summary": "Security Assessment / Pen-Test Report: security assessment report and penetration-test report.", - "download_note": "4 Markdown files · 1,052 words · no signup · CC-BY-4.0", + "download_note": "4 Markdown files \u00b7 1,052 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Security Assessment / Pen-Test Report", "Teams working in software, saas, information security" @@ -130798,10 +130798,10 @@ }, "landing_page": { "definition": "A free, open-source set of 18 Markdown files for drafting and reviewing Security Policy & Standards with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Security Policy & Standards with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is security policy and security standard. Start source review with NIST — Publications / Nist Cybersecurity Framework Csf 20.", + "summary": "Use this bundle to draft or review Security Policy & Standards with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is security policy and security standard. Start source review with NIST \u2014 Publications / Nist Cybersecurity Framework Csf 20.", "meta_description": "Free Security Policy & Standards Markdown bundle with workflows, source references, and security policy and security standard for use with AI assistants.", "social_summary": "Security Policy & Standards: security policy and security standard, workflows, and review guidance", - "download_note": "18 Markdown files · 2,142 words · no signup · CC-BY-4.0", + "download_note": "18 Markdown files \u00b7 2,142 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Security Policy & Standards", "Teams working in Information security, Software and technology, Financial services" @@ -130814,7 +130814,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Security Policy & Standards and return security policy with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with NIST — Publications / Nist Cybersecurity Framework Csf 20, then confirm that the reference is current and applicable. Inspect Security Policy and Standards Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Security Policy & Standards and return security policy with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with NIST \u2014 Publications / Nist Cybersecurity Framework Csf 20, then confirm that the reference is current and applicable. Inspect Security Policy and Standards Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -130853,22 +130853,22 @@ }, "source_notes": [ { - "label": "NIST — Publications / Nist Cybersecurity Framework Csf 20", + "label": "NIST \u2014 Publications / Nist Cybersecurity Framework Csf 20", "url": "https://www.nist.gov/publications/nist-cybersecurity-framework-csf-20", "used_for": "Format, practice, or subject-matter reference for Security Policy & Standards scope and source checks." }, { - "label": "csrc.nist.gov — Upd1 / Final", + "label": "csrc.nist.gov \u2014 Upd1 / Final", "url": "https://csrc.nist.gov/pubs/sp/800/53/r5/upd1/final", "used_for": "Format, practice, or subject-matter reference for Security Policy & Standards scope and source checks." }, { - "label": "iso.org — Standard / 27001", + "label": "iso.org \u2014 Standard / 27001", "url": "https://www.iso.org/standard/27001?browse=tc", "used_for": "Format, practice, or subject-matter reference for Security Policy & Standards scope and source checks." }, { - "label": "sans.org — Information Security Policy", + "label": "sans.org \u2014 Information Security Policy", "url": "https://www.sans.org/information-security-policy", "used_for": "Format, practice, or subject-matter reference for Security Policy & Standards scope and source checks." } @@ -131005,10 +131005,10 @@ }, "landing_page": { "definition": "A free, open-source set of 5 Markdown files for drafting and reviewing Tax Return with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Tax Return with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, a quality rubric, and a bundle file; the intended output is draft federal individual income tax return package and evidence and exception register. Start source review with irs.gov — Filing.", + "summary": "Use this bundle to draft or review Tax Return with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, a quality rubric, and a bundle file; the intended output is draft federal individual income tax return package and evidence and exception register. Start source review with irs.gov \u2014 Filing.", "meta_description": "Free Tax Return Markdown bundle with workflows, source references, and draft federal individual income tax return package and evidence and exception.", "social_summary": "Tax Return: draft federal individual income tax return package and evidence and exception register.", - "download_note": "5 Markdown files · 1,637 words · no signup · CC-BY-4.0", + "download_note": "5 Markdown files \u00b7 1,637 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Tax Return", "Teams working in accounting, tax services, financial services" @@ -131021,7 +131021,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Tax Return and return draft federal individual income tax return package with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with irs.gov — Filing, then confirm that the reference is current and applicable. Inspect Tax Return Preparation and Review Package before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Tax Return and return draft federal individual income tax return package with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with irs.gov \u2014 Filing, then confirm that the reference is current and applicable. Inspect Tax Return Preparation and Review Package before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -131047,27 +131047,27 @@ ], "source_notes": [ { - "label": "irs.gov — Filing", + "label": "irs.gov \u2014 Filing", "url": "https://www.irs.gov/filing", "used_for": "Format, practice, or subject-matter reference for Tax Return scope and source checks." }, { - "label": "irs.gov — Forms Pubs / About Form 1040", + "label": "irs.gov \u2014 Forms Pubs / About Form 1040", "url": "https://www.irs.gov/forms-pubs/about-form-1040", "used_for": "Format, practice, or subject-matter reference for Tax Return scope and source checks." }, { - "label": "irs.gov — Individuals / How To File", + "label": "irs.gov \u2014 Individuals / How To File", "url": "https://www.irs.gov/filing/individuals/how-to-file", "used_for": "Format, practice, or subject-matter reference for Tax Return scope and source checks." }, { - "label": "irs.gov — Small Businesses Self Employed / Recordkeeping", + "label": "irs.gov \u2014 Small Businesses Self Employed / Recordkeeping", "url": "https://www.irs.gov/businesses/small-businesses-self-employed/recordkeeping", "used_for": "Format, practice, or subject-matter reference for Tax Return scope and source checks." }, { - "label": "irs.gov — Small Businesses Self Employed / How Long Should I Keep Records", + "label": "irs.gov \u2014 Small Businesses Self Employed / How Long Should I Keep Records", "url": "https://www.irs.gov/businesses/small-businesses-self-employed/how-long-should-i-keep-records", "used_for": "Format, practice, or subject-matter reference for Tax Return scope and source checks." } @@ -131186,10 +131186,10 @@ }, "landing_page": { "definition": "A free, open-source set of 5 Markdown files for drafting and reviewing Test Suite / Test Plan with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Test Suite / Test Plan with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, a quality rubric, and a bundle file; the intended output is test plan and manual or automated test suite. Start source review with iso.org — Standard / 79428.", + "summary": "Use this bundle to draft or review Test Suite / Test Plan with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, a quality rubric, and a bundle file; the intended output is test plan and manual or automated test suite. Start source review with iso.org \u2014 Standard / 79428.", "meta_description": "Free Test Suite / Test Plan Markdown bundle with workflows, source references, and test plan and manual or automated test suite for use with AI assistants.", "social_summary": "Test Suite / Test Plan: test plan and manual or automated test suite, workflows, and review guidance", - "download_note": "5 Markdown files · 1,838 words · no signup · CC-BY-4.0", + "download_note": "5 Markdown files \u00b7 1,838 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Test Suite / Test Plan", "Teams working in software, information technology, financial services" @@ -131202,7 +131202,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Test Suite / Test Plan and return test plan with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with iso.org — Standard / 79428, then confirm that the reference is current and applicable. Inspect Test Suite and Test Plan Package before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Test Suite / Test Plan and return test plan with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with iso.org \u2014 Standard / 79428, then confirm that the reference is current and applicable. Inspect Test Suite and Test Plan Package before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -131228,27 +131228,27 @@ ], "source_notes": [ { - "label": "iso.org — Standard / 79428", + "label": "iso.org \u2014 Standard / 79428", "url": "https://www.iso.org/standard/79428.html", "used_for": "Format, practice, or subject-matter reference for Test Suite / Test Plan scope and source checks." }, { - "label": "iso.org — Standard / 79429", + "label": "iso.org \u2014 Standard / 79429", "url": "https://www.iso.org/standard/79429.html", "used_for": "Format, practice, or subject-matter reference for Test Suite / Test Plan scope and source checks." }, { - "label": "committee.iso.org — Flagship Standards / Isoiecieee 29119 Series", + "label": "committee.iso.org \u2014 Flagship Standards / Isoiecieee 29119 Series", "url": "https://committee.iso.org/sites/jtc1sc7/home/projects/flagship-standards/isoiecieee-29119-series.html", "used_for": "Format, practice, or subject-matter reference for Test Suite / Test Plan scope and source checks." }, { - "label": "istqb.org — 11 / ISTQB CTFL Syllabus V4.0.1", + "label": "istqb.org \u2014 11 / ISTQB CTFL Syllabus V4.0.1", "url": "https://istqb.org/wp-content/uploads/2024/11/ISTQB_CTFL_Syllabus_v4.0.1.pdf", "used_for": "Format, practice, or subject-matter reference for Test Suite / Test Plan scope and source checks." }, { - "label": "istqb.org — Glossary", + "label": "istqb.org \u2014 Glossary", "url": "https://www.istqb.org/glossary", "used_for": "Format, practice, or subject-matter reference for Test Suite / Test Plan scope and source checks." } @@ -131376,10 +131376,10 @@ }, "landing_page": { "definition": "A free, open-source set of 5 Markdown files for drafting and reviewing Cash Flow Forecast with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Cash Flow Forecast with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, a quality rubric, and a bundle file; the intended output is rolling cash flow forecast and liquidity and headroom view. Start source review with ifrs.org — List Of Standards / Ias 7 Statement Of Cash Flows.", + "summary": "Use this bundle to draft or review Cash Flow Forecast with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, a quality rubric, and a bundle file; the intended output is rolling cash flow forecast and liquidity and headroom view. Start source review with ifrs.org \u2014 List Of Standards / Ias 7 Statement Of Cash Flows.", "meta_description": "Free Cash Flow Forecast Markdown bundle with workflows, source references, and rolling cash flow forecast and liquidity and headroom view for use with AI.", "social_summary": "Cash Flow Forecast: rolling cash flow forecast and liquidity and headroom view, workflows, and review.", - "download_note": "5 Markdown files · 1,981 words · no signup · CC-BY-4.0", + "download_note": "5 Markdown files \u00b7 1,981 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Cash Flow Forecast", "Teams working in financial services, corporate finance, software" @@ -131392,7 +131392,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Cash Flow Forecast and return rolling cash flow forecast with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with ifrs.org — List Of Standards / Ias 7 Statement Of Cash Flows, then confirm that the reference is current and applicable. Inspect Cash Flow Forecast Package before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Cash Flow Forecast and return rolling cash flow forecast with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with ifrs.org \u2014 List Of Standards / Ias 7 Statement Of Cash Flows, then confirm that the reference is current and applicable. Inspect Cash Flow Forecast Package before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -131418,27 +131418,27 @@ ], "source_notes": [ { - "label": "ifrs.org — List Of Standards / Ias 7 Statement Of Cash Flows", + "label": "ifrs.org \u2014 List Of Standards / Ias 7 Statement Of Cash Flows", "url": "https://www.ifrs.org/issued-standards/list-of-standards/ias-7-statement-of-cash-flows.html/", "used_for": "Format, practice, or subject-matter reference for Cash Flow Forecast scope and source checks." }, { - "label": "GOV.UK — College Management Accounts Good Practice Guide / Management Accounts Good Practice Guide For Colleges", + "label": "GOV.UK \u2014 College Management Accounts Good Practice Guide / Management Accounts Good Practice Guide For Colleges", "url": "https://www.gov.uk/government/publications/college-management-accounts-good-practice-guide/management-accounts-good-practice-guide-for-colleges", "used_for": "Format, practice, or subject-matter reference for Cash Flow Forecast scope and source checks." }, { - "label": "GOV.UK — Further Education Estates Planning / Strategic Estate Planning", + "label": "GOV.UK \u2014 Further Education Estates Planning / Strategic Estate Planning", "url": "https://www.gov.uk/guidance/further-education-estates-planning/strategic-estate-planning", "used_for": "Format, practice, or subject-matter reference for Cash Flow Forecast scope and source checks." }, { - "label": "GOV.UK — Budget Holder Forecasting Handbook / Budget Holder Forecasting Handbook", + "label": "GOV.UK \u2014 Budget Holder Forecasting Handbook / Budget Holder Forecasting Handbook", "url": "https://www.gov.uk/government/publications/budget-holder-forecasting-handbook/budget-holder-forecasting-handbook", "used_for": "Format, practice, or subject-matter reference for Cash Flow Forecast scope and source checks." }, { - "label": "fdic.gov — Consumer Resource Center / Mssb M10 Pg", + "label": "fdic.gov \u2014 Consumer Resource Center / Mssb M10 Pg", "url": "https://www.fdic.gov/consumer-resource-center/mssb-m10-pg.pdf", "used_for": "Format, practice, or subject-matter reference for Cash Flow Forecast scope and source checks." } @@ -131574,10 +131574,10 @@ }, "landing_page": { "definition": "A free, open-source set of 5 Markdown files for drafting and reviewing Employee Handbook & HR Policies with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Employee Handbook & HR Policies with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, a quality rubric, and a bundle file; the intended output is employee handbook and modular HR policy set. Start source review with U.S. Equal Employment Opportunity Commission — Employers.", + "summary": "Use this bundle to draft or review Employee Handbook & HR Policies with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, a quality rubric, and a bundle file; the intended output is employee handbook and modular HR policy set. Start source review with U.S. Equal Employment Opportunity Commission \u2014 Employers.", "meta_description": "Free Employee Handbook & HR Policies Markdown bundle with workflows, source references, and employee handbook and modular HR policy set for use with AI.", "social_summary": "Employee Handbook & HR Policies: employee handbook and modular HR policy set, workflows, and review.", - "download_note": "5 Markdown files · 2,147 words · no signup · CC-BY-4.0", + "download_note": "5 Markdown files \u00b7 2,147 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Employee Handbook & HR Policies", "Teams working in human resources, professional services, software" @@ -131590,7 +131590,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Employee Handbook & HR Policies and return employee handbook with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with U.S. Equal Employment Opportunity Commission — Employers, then confirm that the reference is current and applicable. Inspect Employee Handbook and HR Policy Package before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Employee Handbook & HR Policies and return employee handbook with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with U.S. Equal Employment Opportunity Commission \u2014 Employers, then confirm that the reference is current and applicable. Inspect Employee Handbook and HR Policy Package before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -131616,27 +131616,27 @@ ], "source_notes": [ { - "label": "U.S. Equal Employment Opportunity Commission — Employers", + "label": "U.S. Equal Employment Opportunity Commission \u2014 Employers", "url": "https://www.eeoc.gov/employers", "used_for": "Format, practice, or subject-matter reference for Employee Handbook & HR Policies scope and source checks." }, { - "label": "U.S. Equal Employment Opportunity Commission — Checklists Employers 0", + "label": "U.S. Equal Employment Opportunity Commission \u2014 Checklists Employers 0", "url": "https://www.eeoc.gov/checklists-employers-0", "used_for": "Format, practice, or subject-matter reference for Employee Handbook & HR Policies scope and source checks." }, { - "label": "U.S. Department of Labor — Whd / Flsa", + "label": "U.S. Department of Labor \u2014 Whd / Flsa", "url": "https://www.dol.gov/agencies/whd/flsa/", "used_for": "Format, practice, or subject-matter reference for Employee Handbook & HR Policies scope and source checks." }, { - "label": "U.S. Department of Labor — Whd / Fmla", + "label": "U.S. Department of Labor \u2014 Whd / Fmla", "url": "https://www.dol.gov/agencies/whd/fmla", "used_for": "Format, practice, or subject-matter reference for Employee Handbook & HR Policies scope and source checks." }, { - "label": "U.S. Department of Labor — Topics / Posters", + "label": "U.S. Department of Labor \u2014 Topics / Posters", "url": "https://www.dol.gov/general/topics/posters", "used_for": "Format, practice, or subject-matter reference for Employee Handbook & HR Policies scope and source checks." } @@ -131770,10 +131770,10 @@ }, "landing_page": { "definition": "A free, open-source set of 5 Markdown files for drafting and reviewing Incident Response Plan with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Incident Response Plan with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, a quality rubric, and a bundle file; the intended output is cybersecurity incident response plan and role and decision-authority matrix. Start source review with csrc.nist.gov — R3 / Final.", + "summary": "Use this bundle to draft or review Incident Response Plan with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, a quality rubric, and a bundle file; the intended output is cybersecurity incident response plan and role and decision-authority matrix. Start source review with csrc.nist.gov \u2014 R3 / Final.", "meta_description": "Free Incident Response Plan Markdown bundle with workflows, source references, and cybersecurity incident response plan and role and decision-authority.", "social_summary": "Incident Response Plan: cybersecurity incident response plan and role and decision-authority matrix.", - "download_note": "5 Markdown files · 2,211 words · no signup · CC-BY-4.0", + "download_note": "5 Markdown files \u00b7 2,211 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Incident Response Plan", "Teams working in cybersecurity, information technology, financial services" @@ -131786,7 +131786,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Incident Response Plan and return cybersecurity incident response plan with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with csrc.nist.gov — R3 / Final, then confirm that the reference is current and applicable. Inspect Cybersecurity Incident Response Plan Package before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Incident Response Plan and return cybersecurity incident response plan with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with csrc.nist.gov \u2014 R3 / Final, then confirm that the reference is current and applicable. Inspect Cybersecurity Incident Response Plan Package before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -131812,27 +131812,27 @@ ], "source_notes": [ { - "label": "csrc.nist.gov — R3 / Final", + "label": "csrc.nist.gov \u2014 R3 / Final", "url": "https://csrc.nist.gov/pubs/sp/800/61/r3/final", "used_for": "Format, practice, or subject-matter reference for Incident Response Plan scope and source checks." }, { - "label": "NIST — Publications / Nist Cybersecurity Framework Csf 20", + "label": "NIST \u2014 Publications / Nist Cybersecurity Framework Csf 20", "url": "https://www.nist.gov/publications/nist-cybersecurity-framework-csf-20", "used_for": "Format, practice, or subject-matter reference for Incident Response Plan scope and source checks." }, { - "label": "cisa.gov — Cybersecurity Best Practices / Executive Order Improving Nations Cybersecurity", + "label": "cisa.gov \u2014 Cybersecurity Best Practices / Executive Order Improving Nations Cybersecurity", "url": "https://www.cisa.gov/topics/cybersecurity-best-practices/executive-order-improving-nations-cybersecurity", "used_for": "Format, practice, or subject-matter reference for Incident Response Plan scope and source checks." }, { - "label": "csrc.nist.gov — 184 / Final", + "label": "csrc.nist.gov \u2014 184 / Final", "url": "https://csrc.nist.gov/pubs/sp/800/184/final", "used_for": "Format, practice, or subject-matter reference for Incident Response Plan scope and source checks." }, { - "label": "U.S. Federal Trade Commission — Resources / Data Breach Response Guide Business", + "label": "U.S. Federal Trade Commission \u2014 Resources / Data Breach Response Guide Business", "url": "https://www.ftc.gov/business-guidance/resources/data-breach-response-guide-business", "used_for": "Format, practice, or subject-matter reference for Incident Response Plan scope and source checks." } @@ -131956,7 +131956,7 @@ "summary": "Use this bundle to scope Medicaid Claims Submission and Payment Requirements questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a quality rubric, and a bundle file; the intended output is Medicaid claim readiness review and billing requirement and source matrix.", "meta_description": "Free Medicaid Claims Submission and Payment Requirements Markdown bundle with workflows, source references, and medicaid claim readiness review and billing.", "social_summary": "Medicaid Claims Submission and Payment Requirements: medicaid claim readiness review and billing.", - "download_note": "6 Markdown files · 2,635 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 2,635 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Medicaid Claims Submission and Payment Requirements", "Teams working in healthcare, Medicaid providers, health plans" @@ -131969,7 +131969,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Medicaid Claims Submission and Payment Requirements and draft Medicaid claim readiness review that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations — Subpart A / Section 447.45, then confirm that the reference is current and applicable. Inspect Medicaid Claims Submission and Payment Requirements Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Medicaid Claims Submission and Payment Requirements and draft Medicaid claim readiness review that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subpart A / Section 447.45, then confirm that the reference is current and applicable. Inspect Medicaid Claims Submission and Payment Requirements Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -132001,27 +132001,27 @@ ], "source_notes": [ { - "label": "Electronic Code of Federal Regulations — Subpart A / Section 447.45", + "label": "Electronic Code of Federal Regulations \u2014 Subpart A / Section 447.45", "url": "https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-C/part-447/subpart-A/section-447.45", "used_for": "Legal, regulatory, standards, or agency reference for Medicaid Claims Submission and Payment Requirements scope and source checks." }, { - "label": "cms.gov — HIPAA / Adopted Standards Operating Rules", + "label": "cms.gov \u2014 HIPAA / Adopted Standards Operating Rules", "url": "https://www.cms.gov/priorities/key-initiatives/burden-reduction/administrative-simplification/hipaa/adopted-standards-operating-rules", "used_for": "Legal, regulatory, standards, or agency reference for Medicaid Claims Submission and Payment Requirements scope and source checks." }, { - "label": "cms.gov — Administrative Simplification / NationalProvIdentStand", + "label": "cms.gov \u2014 Administrative Simplification / NationalProvIdentStand", "url": "https://www.cms.gov/Regulations-and-Guidance/Administrative-Simplification/NationalProvIdentStand", "used_for": "Legal, regulatory, standards, or agency reference for Medicaid Claims Submission and Payment Requirements scope and source checks." }, { - "label": "medicaid.gov — Eligibility Policy / Coordination Of Benefits Third Party Liability", + "label": "medicaid.gov \u2014 Eligibility Policy / Coordination Of Benefits Third Party Liability", "url": "https://www.medicaid.gov/medicaid/eligibility-policy/coordination-of-benefits-third-party-liability", "used_for": "Legal, regulatory, standards, or agency reference for Medicaid Claims Submission and Payment Requirements scope and source checks." }, { - "label": "cms.gov — Coding Billing / Ncci Medicaid", + "label": "cms.gov \u2014 Coding Billing / Ncci Medicaid", "url": "https://www.cms.gov/medicare/coding-billing/ncci-medicaid", "used_for": "Legal, regulatory, standards, or agency reference for Medicaid Claims Submission and Payment Requirements scope and source checks." } @@ -132166,7 +132166,7 @@ "summary": "Use this bundle to scope Medicare Conditions of Participation and Conditions for Coverage questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a quality rubric, and a bundle file; the intended output is provider and certification-scope record and current-rule and effective-date matrix.", "meta_description": "Free Medicare Conditions of Participation and Conditions for Coverage Markdown bundle with workflows, source references, and provider and.", "social_summary": "Medicare Conditions of Participation and Conditions for Coverage: provider and certification-scope.", - "download_note": "6 Markdown files · 2,688 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 2,688 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Medicare Conditions of Participation and Conditions for Coverage", "Teams working in healthcare, Medicare providers, Medicare suppliers" @@ -132179,7 +132179,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Medicare Conditions of Participation and Conditions for Coverage and draft provider and certification-scope record that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cms.gov — Health Safety Standards / Conditions Coverage Participation, then confirm that the reference is current and applicable. Inspect Medicare Conditions of Participation and Conditions for Coverage Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Medicare Conditions of Participation and Conditions for Coverage and draft provider and certification-scope record that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cms.gov \u2014 Health Safety Standards / Conditions Coverage Participation, then confirm that the reference is current and applicable. Inspect Medicare Conditions of Participation and Conditions for Coverage Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -132211,27 +132211,27 @@ ], "source_notes": [ { - "label": "cms.gov — Health Safety Standards / Conditions Coverage Participation", + "label": "cms.gov \u2014 Health Safety Standards / Conditions Coverage Participation", "url": "https://www.cms.gov/medicare/health-safety-standards/conditions-coverage-participation", "used_for": "Legal, regulatory, standards, or agency reference for Medicare Conditions of Participation and Conditions for Coverage scope and source checks." }, { - "label": "Electronic Code of Federal Regulations — Subchapter B / Part 416", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter B / Part 416", "url": "https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-416", "used_for": "Legal, regulatory, standards, or agency reference for Medicare Conditions of Participation and Conditions for Coverage scope and source checks." }, { - "label": "Electronic Code of Federal Regulations — Subchapter B / Part 418", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter B / Part 418", "url": "https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-418", "used_for": "Legal, regulatory, standards, or agency reference for Medicare Conditions of Participation and Conditions for Coverage scope and source checks." }, { - "label": "Electronic Code of Federal Regulations — Subchapter E / Part 460", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter E / Part 460", "url": "https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-E/part-460", "used_for": "Legal, regulatory, standards, or agency reference for Medicare Conditions of Participation and Conditions for Coverage scope and source checks." }, { - "label": "Electronic Code of Federal Regulations — Subchapter G / Part 482", + "label": "Electronic Code of Federal Regulations \u2014 Subchapter G / Part 482", "url": "https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-G/part-482", "used_for": "Legal, regulatory, standards, or agency reference for Medicare Conditions of Participation and Conditions for Coverage scope and source checks." } @@ -132366,7 +132366,7 @@ "summary": "Use this bundle to scope Medicaid Provider Enrollment and Screening questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a quality rubric, and a bundle file; the intended output is enrollment applicability review and risk and screening activity record. Start source review with url.", "meta_description": "Free Medicaid Provider Enrollment and Screening Markdown bundle with workflows, source references, and enrollment applicability review and risk and.", "social_summary": "Medicaid Provider Enrollment and Screening: enrollment applicability review and risk and screening.", - "download_note": "6 Markdown files · 1,764 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,764 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Medicaid Provider Enrollment and Screening", "Teams working in healthcare, Medicaid providers, state Medicaid agencies" @@ -132416,22 +132416,22 @@ "used_for": "Legal, regulatory, standards, or agency reference for Medicaid Provider Enrollment and Screening scope and source checks." }, { - "label": "Electronic Code of Federal Regulations — Part 455 / Subpart B", + "label": "Electronic Code of Federal Regulations \u2014 Part 455 / Subpart B", "url": "https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-C/part-455/subpart-B", "used_for": "Legal, regulatory, standards, or agency reference for Medicaid Provider Enrollment and Screening scope and source checks." }, { - "label": "medicaid.gov — 2021 05 / Mpec 3222021", + "label": "medicaid.gov \u2014 2021 05 / Mpec 3222021", "url": "https://www.medicaid.gov/sites/default/files/2021-05/mpec-3222021.pdf", "used_for": "Legal, regulatory, standards, or agency reference for Medicaid Provider Enrollment and Screening scope and source checks." }, { - "label": "cms.gov — Resources State Medicaid Agencies / Resources State Territory Program Integrity Directors", + "label": "cms.gov \u2014 Resources State Medicaid Agencies / Resources State Territory Program Integrity Directors", "url": "https://www.cms.gov/medicare/medicare-medicaid-coordination/resources-state-medicaid-agencies/resources-state-territory-program-integrity-directors", "used_for": "Legal, regulatory, standards, or agency reference for Medicaid Provider Enrollment and Screening scope and source checks." }, { - "label": "cms.gov — States / Provider Requirements", + "label": "cms.gov \u2014 States / Provider Requirements", "url": "https://www.cms.gov/medicare/medicaid-coordination/states/provider-requirements", "used_for": "Legal, regulatory, standards, or agency reference for Medicaid Provider Enrollment and Screening scope and source checks." } @@ -132561,10 +132561,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files for triaging RTO Compliance Standards 2025 questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope RTO Compliance Standards 2025 questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a quality rubric, and a bundle file; the intended output is 2025 standards applicability review and transition record. Start source review with asqa.gov.au — Rtos / 2025 Standards Rtos.", + "summary": "Use this bundle to scope RTO Compliance Standards 2025 questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a quality rubric, and a bundle file; the intended output is 2025 standards applicability review and transition record. Start source review with asqa.gov.au \u2014 Rtos / 2025 Standards Rtos.", "meta_description": "Free RTO Compliance Standards 2025 Markdown bundle with workflows, source references, and 2025 standards applicability review and transition record for use.", "social_summary": "RTO Compliance Standards 2025: 2025 standards applicability review and transition record, workflows, and.", - "download_note": "6 Markdown files · 1,158 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,158 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing RTO Compliance Standards 2025", "Teams working in vocational education and training, registered training organisations, education compliance" @@ -132577,7 +132577,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess RTO Compliance Standards 2025 and draft 2025 standards applicability review that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with asqa.gov.au — Rtos / 2025 Standards Rtos, then confirm that the reference is current and applicable. Inspect RTO Compliance Standards 2025 Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess RTO Compliance Standards 2025 and draft 2025 standards applicability review that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with asqa.gov.au \u2014 Rtos / 2025 Standards Rtos, then confirm that the reference is current and applicable. Inspect RTO Compliance Standards 2025 Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -132609,27 +132609,27 @@ ], "source_notes": [ { - "label": "asqa.gov.au — Rtos / 2025 Standards Rtos", + "label": "asqa.gov.au \u2014 Rtos / 2025 Standards Rtos", "url": "https://www.asqa.gov.au/rtos/2025-standards-rtos", "used_for": "Legal, regulatory, standards, or agency reference for RTO Compliance Standards 2025 scope and source checks." }, { - "label": "legislation.gov.au — Latest / Text", + "label": "legislation.gov.au \u2014 Latest / Text", "url": "https://www.legislation.gov.au/F2025L00355/latest/text", "used_for": "Legal, regulatory, standards, or agency reference for RTO Compliance Standards 2025 scope and source checks." }, { - "label": "legislation.gov.au — Latest / Text", + "label": "legislation.gov.au \u2014 Latest / Text", "url": "https://www.legislation.gov.au/F2025L00354/latest/text", "used_for": "Legal, regulatory, standards, or agency reference for RTO Compliance Standards 2025 scope and source checks." }, { - "label": "dewr.gov.au — Standards For Rtos", + "label": "dewr.gov.au \u2014 Standards For Rtos", "url": "https://www.dewr.gov.au/standards-for-rtos", "used_for": "Legal, regulatory, standards, or agency reference for RTO Compliance Standards 2025 scope and source checks." }, { - "label": "wa.gov.au — Training Accreditation Council / Rto Reporting Requirements", + "label": "wa.gov.au \u2014 Training Accreditation Council / Rto Reporting Requirements", "url": "https://www.wa.gov.au/organisation/training-accreditation-council/rto-reporting-requirements", "used_for": "Legal, regulatory, standards, or agency reference for RTO Compliance Standards 2025 scope and source checks." } @@ -132759,10 +132759,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files for triaging RTO Outcome Standards 2025 questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope RTO Outcome Standards 2025 questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a quality rubric, and a bundle file; the intended output is 2025 Outcome Standards applicability review and quality-area evidence map. Start source review with legislation.gov.au — Latest / Text.", + "summary": "Use this bundle to scope RTO Outcome Standards 2025 questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a quality rubric, and a bundle file; the intended output is 2025 Outcome Standards applicability review and quality-area evidence map. Start source review with legislation.gov.au \u2014 Latest / Text.", "meta_description": "Free RTO Outcome Standards 2025 Markdown bundle with workflows, source references, and 2025 Outcome Standards applicability review and quality-area.", "social_summary": "RTO Outcome Standards 2025: 2025 Outcome Standards applicability review and quality-area evidence map.", - "download_note": "6 Markdown files · 1,403 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,403 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing RTO Outcome Standards 2025", "Teams working in vocational education and training, registered training organisations, education compliance" @@ -132775,7 +132775,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess RTO Outcome Standards 2025 and draft 2025 Outcome Standards applicability review that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with legislation.gov.au — Latest / Text, then confirm that the reference is current and applicable. Inspect RTO Outcome Standards 2025 Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess RTO Outcome Standards 2025 and draft 2025 Outcome Standards applicability review that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with legislation.gov.au \u2014 Latest / Text, then confirm that the reference is current and applicable. Inspect RTO Outcome Standards 2025 Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -132807,27 +132807,27 @@ ], "source_notes": [ { - "label": "legislation.gov.au — Latest / Text", + "label": "legislation.gov.au \u2014 Latest / Text", "url": "https://www.legislation.gov.au/F2025L00354/latest/text", "used_for": "Legal, regulatory, standards, or agency reference for RTO Outcome Standards 2025 scope and source checks." }, { - "label": "asqa.gov.au — Standards For RTOs / About The Standards", + "label": "asqa.gov.au \u2014 Standards For RTOs / About The Standards", "url": "https://www.asqa.gov.au/for-providers/standards-for-RTOs/about-the-standards", "used_for": "Legal, regulatory, standards, or agency reference for RTO Outcome Standards 2025 scope and source checks." }, { - "label": "asqa.gov.au — Rtos / 2025 Standards Rtos", + "label": "asqa.gov.au \u2014 Rtos / 2025 Standards Rtos", "url": "https://www.asqa.gov.au/rtos/2025-standards-rtos", "used_for": "Legal, regulatory, standards, or agency reference for RTO Outcome Standards 2025 scope and source checks." }, { - "label": "dewr.gov.au — Standards For Rtos", + "label": "dewr.gov.au \u2014 Standards For Rtos", "url": "https://www.dewr.gov.au/standards-for-rtos", "used_for": "Legal, regulatory, standards, or agency reference for RTO Outcome Standards 2025 scope and source checks." }, { - "label": "wa.gov.au — Announcements / Tac Update Issue 110 September 2025", + "label": "wa.gov.au \u2014 Announcements / Tac Update Issue 110 September 2025", "url": "https://www.wa.gov.au/government/announcements/tac-update-issue-110-september-2025", "used_for": "Legal, regulatory, standards, or agency reference for RTO Outcome Standards 2025 scope and source checks." } @@ -132955,7 +132955,7 @@ "summary": "Use this bundle to scope RIA Code of Conduct questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a quality rubric, and a bundle file; the intended output is Code applicability record and clause-evidence matrix.", "meta_description": "Free RIA Code of Conduct Markdown bundle with workflows, source references, and code applicability record and clause-evidence matrix for use with AI.", "social_summary": "RIA Code of Conduct: code applicability record and clause-evidence matrix, workflows, and review.", - "download_note": "6 Markdown files · 1,551 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,551 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing RIA Code of Conduct", "Teams working in investment advisory, financial advice, securities market compliance" @@ -132968,7 +132968,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess RIA Code of Conduct and draft Code applicability record that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with sebi.gov.in — Nov 2025 / Securities And Exchange Board Of India Investment Advisers Regulations 2013 And Securities Last Amended On November 25 2025 98246, then confirm that the reference is current and applicable. Inspect RIA Code of Conduct Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess RIA Code of Conduct and draft Code applicability record that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with sebi.gov.in \u2014 Nov 2025 / Securities And Exchange Board Of India Investment Advisers Regulations 2013 And Securities Last Amended On November 25 2025 98246, then confirm that the reference is current and applicable. Inspect RIA Code of Conduct Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -133000,22 +133000,22 @@ ], "source_notes": [ { - "label": "sebi.gov.in — Nov 2025 / Securities And Exchange Board Of India Investment Advisers Regulations 2013 And Securities Last Amended On November 25 2025 98246", + "label": "sebi.gov.in \u2014 Nov 2025 / Securities And Exchange Board Of India Investment Advisers Regulations 2013 And Securities Last Amended On November 25 2025 98246", "url": "https://www.sebi.gov.in/legal/regulations/nov-2025/securities-and-exchange-board-of-india-investment-advisers-regulations-2013-and-securities-last-amended-on-november-25-2025-_98246.html", "used_for": "Legal, regulatory, standards, or agency reference for RIA Code of Conduct scope and source checks." }, { - "label": "sebi.gov.in — Feb 2026 / Master Circular For Investment Advisers 99569", + "label": "sebi.gov.in \u2014 Feb 2026 / Master Circular For Investment Advisers 99569", "url": "https://www.sebi.gov.in/legal/master-circulars/feb-2026/master-circular-for-investment-advisers_99569.html", "used_for": "Legal, regulatory, standards, or agency reference for RIA Code of Conduct scope and source checks." }, { - "label": "sebi.gov.in — Home / HomeAction.do", + "label": "sebi.gov.in \u2014 Home / HomeAction.do", "url": "https://www.sebi.gov.in/sebiweb/home/HomeAction.do?cid=26&doListingAll=yes", "used_for": "Legal, regulatory, standards, or agency reference for RIA Code of Conduct scope and source checks." }, { - "label": "sebi.gov.in — Feb 2026 / Ease Of Doing Investment Eodi Disclosure Of Registered Name And Registration Number By Sebi Regulated Entities And Their Agents On Social Media Platforms Smps 100005", + "label": "sebi.gov.in \u2014 Feb 2026 / Ease Of Doing Investment Eodi Disclosure Of Registered Name And Registration Number By Sebi Regulated Entities And Their Agents On Social Media Platforms Smps 100005", "url": "https://www.sebi.gov.in/legal/circulars/feb-2026/ease-of-doing-investment-eodi-disclosure-of-registered-name-and-registration-number-by-sebi-regulated-entities-and-their-agents-on-social-media-platforms-smps-_100005.html", "used_for": "Legal, regulatory, standards, or agency reference for RIA Code of Conduct scope and source checks." } @@ -133141,7 +133141,7 @@ "summary": "Use this bundle to scope RIA Disclosure of Material Information questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a quality rubric, and a bundle file; the intended output is disclosure-duty map and materiality issue log.", "meta_description": "Free RIA Disclosure of Material Information Markdown bundle with workflows, source references, and disclosure-duty map and materiality issue log for use.", "social_summary": "RIA Disclosure of Material Information: disclosure-duty map and materiality issue log, workflows, and.", - "download_note": "6 Markdown files · 1,574 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,574 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing RIA Disclosure of Material Information", "Teams working in investment advisory, financial advice, securities market compliance" @@ -133154,7 +133154,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess RIA Disclosure of Material Information and draft disclosure-duty map that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with sebi.gov.in — Nov 2025 / Securities And Exchange Board Of India Investment Advisers Regulations 2013 And Securities Last Amended On November 25 2025 98246, then confirm that the reference is current and applicable. Inspect RIA Disclosure of Material Information Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess RIA Disclosure of Material Information and draft disclosure-duty map that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with sebi.gov.in \u2014 Nov 2025 / Securities And Exchange Board Of India Investment Advisers Regulations 2013 And Securities Last Amended On November 25 2025 98246, then confirm that the reference is current and applicable. Inspect RIA Disclosure of Material Information Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -133186,17 +133186,17 @@ ], "source_notes": [ { - "label": "sebi.gov.in — Nov 2025 / Securities And Exchange Board Of India Investment Advisers Regulations 2013 And Securities Last Amended On November 25 2025 98246", + "label": "sebi.gov.in \u2014 Nov 2025 / Securities And Exchange Board Of India Investment Advisers Regulations 2013 And Securities Last Amended On November 25 2025 98246", "url": "https://www.sebi.gov.in/legal/regulations/nov-2025/securities-and-exchange-board-of-india-investment-advisers-regulations-2013-and-securities-last-amended-on-november-25-2025-_98246.html", "used_for": "Legal, regulatory, standards, or agency reference for RIA Disclosure of Material Information scope and source checks." }, { - "label": "sebi.gov.in — Feb 2026 / Master Circular For Investment Advisers 99569", + "label": "sebi.gov.in \u2014 Feb 2026 / Master Circular For Investment Advisers 99569", "url": "https://www.sebi.gov.in/legal/master-circulars/feb-2026/master-circular-for-investment-advisers_99569.html", "used_for": "Legal, regulatory, standards, or agency reference for RIA Disclosure of Material Information scope and source checks." }, { - "label": "sebi.gov.in — Home / HomeAction.do", + "label": "sebi.gov.in \u2014 Home / HomeAction.do", "url": "https://www.sebi.gov.in/sebiweb/home/HomeAction.do?cid=26&doListingAll=yes", "used_for": "Legal, regulatory, standards, or agency reference for RIA Disclosure of Material Information scope and source checks." } @@ -133321,10 +133321,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files for triaging RIA Grievance Redressal, SCORES and ODR questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope RIA Grievance Redressal, SCORES and ODR questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a quality rubric, and a bundle file; the intended output is grievance pathway map and complaint timing record. Start source review with sebi.gov.in — Feb 2026 / Master Circular For Investment Advisers 99569.", + "summary": "Use this bundle to scope RIA Grievance Redressal, SCORES and ODR questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a quality rubric, and a bundle file; the intended output is grievance pathway map and complaint timing record. Start source review with sebi.gov.in \u2014 Feb 2026 / Master Circular For Investment Advisers 99569.", "meta_description": "Free RIA Grievance Redressal, SCORES and ODR Markdown bundle with workflows, source references, and grievance pathway map and complaint timing record for.", "social_summary": "RIA Grievance Redressal, SCORES and ODR: grievance pathway map and complaint timing record, workflows.", - "download_note": "6 Markdown files · 1,477 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,477 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing RIA Grievance Redressal, SCORES and ODR", "Teams working in investment advisory, financial advice, securities market compliance" @@ -133337,7 +133337,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess RIA Grievance Redressal, SCORES and ODR and draft grievance pathway map that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with sebi.gov.in — Feb 2026 / Master Circular For Investment Advisers 99569, then confirm that the reference is current and applicable. Inspect Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess RIA Grievance Redressal, SCORES and ODR and draft grievance pathway map that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with sebi.gov.in \u2014 Feb 2026 / Master Circular For Investment Advisers 99569, then confirm that the reference is current and applicable. Inspect Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -133369,27 +133369,27 @@ ], "source_notes": [ { - "label": "sebi.gov.in — Feb 2026 / Master Circular For Investment Advisers 99569", + "label": "sebi.gov.in \u2014 Feb 2026 / Master Circular For Investment Advisers 99569", "url": "https://www.sebi.gov.in/legal/master-circulars/feb-2026/master-circular-for-investment-advisers_99569.html", "used_for": "Legal, regulatory, standards, or agency reference for RIA Grievance Redressal, SCORES and ODR scope and source checks." }, { - "label": "sebi.gov.in — Sep 2023 / Redressal Of Investor Grievances Through The Sebi Complaint Redressal Scores Platform And Linking It To Online Dispute Resolution Platform 77159", + "label": "sebi.gov.in \u2014 Sep 2023 / Redressal Of Investor Grievances Through The Sebi Complaint Redressal Scores Platform And Linking It To Online Dispute Resolution Platform 77159", "url": "https://www.sebi.gov.in/legal/circulars/sep-2023/redressal-of-investor-grievances-through-the-sebi-complaint-redressal-scores-platform-and-linking-it-to-online-dispute-resolution-platform_77159.html", "used_for": "Legal, regulatory, standards, or agency reference for RIA Grievance Redressal, SCORES and ODR scope and source checks." }, { - "label": "scores.sebi.gov.in — Faqs", + "label": "scores.sebi.gov.in \u2014 Faqs", "url": "https://scores.sebi.gov.in/faqs", "used_for": "Legal, regulatory, standards, or agency reference for RIA Grievance Redressal, SCORES and ODR scope and source checks." }, { - "label": "sebi.gov.in — Dec 2023 / Master Circular For Online Resolution Of Disputes In The Indian Securities Market 80236", + "label": "sebi.gov.in \u2014 Dec 2023 / Master Circular For Online Resolution Of Disputes In The Indian Securities Market 80236", "url": "https://www.sebi.gov.in/legal/master-circulars/dec-2023/master-circular-for-online-resolution-of-disputes-in-the-indian-securities-market_80236.html", "used_for": "Legal, regulatory, standards, or agency reference for RIA Grievance Redressal, SCORES and ODR scope and source checks." }, { - "label": "investor.sebi.gov.in — Smart Orr", + "label": "investor.sebi.gov.in \u2014 Smart Orr", "url": "https://investor.sebi.gov.in/smart_orr.html", "used_for": "Legal, regulatory, standards, or agency reference for RIA Grievance Redressal, SCORES and ODR scope and source checks." } @@ -133518,7 +133518,7 @@ "summary": "Use this bundle to scope RIA Eligibility, Qualification and Certification questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a quality rubric, and a bundle file; the intended output is role classification record and qualification evidence review.", "meta_description": "Free RIA Eligibility, Qualification and Certification Markdown bundle with workflows, source references, and role classification record and qualification.", "social_summary": "RIA Eligibility, Qualification and Certification: role classification record and qualification evidence.", - "download_note": "6 Markdown files · 1,591 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,591 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing RIA Eligibility, Qualification and Certification", "Teams working in investment advisory, financial advice, securities market compliance" @@ -133531,7 +133531,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess RIA Eligibility, Qualification and Certification and draft role classification record that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with sebi.gov.in — Nov 2025 / Securities And Exchange Board Of India Investment Advisers Regulations 2013 And Securities Last Amended On November 25 2025 98246, then confirm that the reference is current and applicable. Inspect Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess RIA Eligibility, Qualification and Certification and draft role classification record that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with sebi.gov.in \u2014 Nov 2025 / Securities And Exchange Board Of India Investment Advisers Regulations 2013 And Securities Last Amended On November 25 2025 98246, then confirm that the reference is current and applicable. Inspect Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -133563,27 +133563,27 @@ ], "source_notes": [ { - "label": "sebi.gov.in — Nov 2025 / Securities And Exchange Board Of India Investment Advisers Regulations 2013 And Securities Last Amended On November 25 2025 98246", + "label": "sebi.gov.in \u2014 Nov 2025 / Securities And Exchange Board Of India Investment Advisers Regulations 2013 And Securities Last Amended On November 25 2025 98246", "url": "https://www.sebi.gov.in/legal/regulations/nov-2025/securities-and-exchange-board-of-india-investment-advisers-regulations-2013-and-securities-last-amended-on-november-25-2025-_98246.html", "used_for": "Legal, regulatory, standards, or agency reference for RIA Eligibility, Qualification and Certification scope and source checks." }, { - "label": "sebi.gov.in — Feb 2026 / Master Circular For Investment Advisers 99569", + "label": "sebi.gov.in \u2014 Feb 2026 / Master Circular For Investment Advisers 99569", "url": "https://www.sebi.gov.in/legal/master-circulars/feb-2026/master-circular-for-investment-advisers_99569.html", "used_for": "Legal, regulatory, standards, or agency reference for RIA Eligibility, Qualification and Certification scope and source checks." }, { - "label": "sebi.gov.in — Jun 2026 / Ease Of Doing Business Relaxation In Certification Requirement For Persons Associated With Investment Advice Paia Sales And Other Non Core Services 102385", + "label": "sebi.gov.in \u2014 Jun 2026 / Ease Of Doing Business Relaxation In Certification Requirement For Persons Associated With Investment Advice Paia Sales And Other Non Core Services 102385", "url": "https://www.sebi.gov.in/legal/circulars/jun-2026/ease-of-doing-business-relaxation-in-certification-requirement-for-persons-associated-with-investment-advice-paia-sales-and-other-non-core-services_102385.html", "used_for": "Legal, regulatory, standards, or agency reference for RIA Eligibility, Qualification and Certification scope and source checks." }, { - "label": "sebi.gov.in — Aug 2025 / 1755174193178", + "label": "sebi.gov.in \u2014 Aug 2025 / 1755174193178", "url": "https://www.sebi.gov.in/sebi_data/faqfiles/aug-2025/1755174193178.pdf", "used_for": "Legal, regulatory, standards, or agency reference for RIA Eligibility, Qualification and Certification scope and source checks." }, { - "label": "nism.ac.in — Investment Adviser Level 1", + "label": "nism.ac.in \u2014 Investment Adviser Level 1", "url": "https://www.nism.ac.in/investment-adviser-level-1", "used_for": "Legal, regulatory, standards, or agency reference for RIA Eligibility, Qualification and Certification scope and source checks." } @@ -133711,10 +133711,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files for triaging Section 508 Federal ICT Accessibility questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Section 508 Federal ICT Accessibility questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a quality rubric, and a bundle file; the intended output is ICT scope map and applicable standards record. Start source review with section508.gov — Laws And Policies / Section 508 Law.", + "summary": "Use this bundle to scope Section 508 Federal ICT Accessibility questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a quality rubric, and a bundle file; the intended output is ICT scope map and applicable standards record. Start source review with section508.gov \u2014 Laws And Policies / Section 508 Law.", "meta_description": "Free Section 508 Federal ICT Accessibility Markdown bundle with workflows, source references, and iCT scope map and applicable standards record for use.", "social_summary": "Section 508 Federal ICT Accessibility: iCT scope map and applicable standards record, workflows, and.", - "download_note": "6 Markdown files · 1,596 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,596 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Section 508 Federal ICT Accessibility", "Teams working in federal government, government contracting, information and communication technology" @@ -133727,7 +133727,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Section 508 Federal ICT Accessibility and draft ICT scope map that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with section508.gov — Laws And Policies / Section 508 Law, then confirm that the reference is current and applicable. Inspect Overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Section 508 Federal ICT Accessibility and draft ICT scope map that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with section508.gov \u2014 Laws And Policies / Section 508 Law, then confirm that the reference is current and applicable. Inspect Overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -133759,27 +133759,27 @@ ], "source_notes": [ { - "label": "section508.gov — Laws And Policies / Section 508 Law", + "label": "section508.gov \u2014 Laws And Policies / Section 508 Law", "url": "https://www.section508.gov/manage/laws-and-policies/section-508-law/", "used_for": "Legal, regulatory, standards, or agency reference for Section 508 Federal ICT Accessibility scope and source checks." }, { - "label": "access-board.gov — Ict", + "label": "access-board.gov \u2014 Ict", "url": "https://www.access-board.gov/ict/", "used_for": "Legal, regulatory, standards, or agency reference for Section 508 Federal ICT Accessibility scope and source checks." }, { - "label": "section508.gov — Manage / Laws And Policies", + "label": "section508.gov \u2014 Manage / Laws And Policies", "url": "https://www.section508.gov/manage/laws-and-policies/", "used_for": "Legal, regulatory, standards, or agency reference for Section 508 Federal ICT Accessibility scope and source checks." }, { - "label": "section508.gov — Buy / Determine 508 Standards Exceptions", + "label": "section508.gov \u2014 Buy / Determine 508 Standards Exceptions", "url": "https://www.section508.gov/buy/determine-508-standards-exceptions/", "used_for": "Legal, regulatory, standards, or agency reference for Section 508 Federal ICT Accessibility scope and source checks." }, { - "label": "section508.gov — Buy / Request Accessibility Information", + "label": "section508.gov \u2014 Buy / Request Accessibility Information", "url": "https://www.section508.gov/buy/request-accessibility-information/", "used_for": "Legal, regulatory, standards, or agency reference for Section 508 Federal ICT Accessibility scope and source checks." } @@ -133914,10 +133914,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the Product Operations Manager role.", - "summary": "Use this bundle to plan and review Product Operations Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is role charter draft and operating cadence map. Start source review with O*NET OnLine — Summary / 11 1021.00.", + "summary": "Use this bundle to plan and review Product Operations Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is role charter draft and operating cadence map. Start source review with O*NET OnLine \u2014 Summary / 11 1021.00.", "meta_description": "Free Product Operations Manager Markdown bundle with workflows, source references, and role charter draft and operating cadence map for use with AI.", "social_summary": "Product Operations Manager: role charter draft and operating cadence map, workflows, and review guidance", - "download_note": "6 Markdown files · 1,454 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,454 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Product Operations Manager work, plus teams reviewing its decisions and outputs", "Teams working in software, SaaS, digital products" @@ -133930,7 +133930,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Product Operations Manager work by producing role charter draft with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Summary / 11 1021.00, then confirm that the reference is current and applicable. Inspect Product Operations Manager Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Product Operations Manager work by producing role charter draft with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Summary / 11 1021.00, then confirm that the reference is current and applicable. Inspect Product Operations Manager Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -133962,27 +133962,27 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Summary / 11 1021.00", + "label": "O*NET OnLine \u2014 Summary / 11 1021.00", "url": "https://www.onetonline.org/link/summary/11-1021.00", "used_for": "Role or occupation reference for Product Operations Manager scope and source checks." }, { - "label": "productboard.com — Glossary / Product Operations", + "label": "productboard.com \u2014 Glossary / Product Operations", "url": "https://www.productboard.com/glossary/product-operations/", "used_for": "Role or occupation reference for Product Operations Manager scope and source checks." }, { - "label": "productboard.com — Blog / The State Of Product Ops In 2025", + "label": "productboard.com \u2014 Blog / The State Of Product Ops In 2025", "url": "https://www.productboard.com/blog/the-state-of-product-ops-in-2025/", "used_for": "Role or occupation reference for Product Operations Manager scope and source checks." }, { - "label": "pendo.io — Glossary / Product Operations", + "label": "pendo.io \u2014 Glossary / Product Operations", "url": "https://www.pendo.io/glossary/product-operations/", "used_for": "Role or occupation reference for Product Operations Manager scope and source checks." }, { - "label": "productledalliance.com — What Is Product Operations", + "label": "productledalliance.com \u2014 What Is Product Operations", "url": "https://www.productledalliance.com/what-is-product-operations/", "used_for": "Role or occupation reference for Product Operations Manager scope and source checks." } @@ -134116,7 +134116,7 @@ "summary": "Use this bundle to plan and review Group Product Manager / Director of Product work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is role charter draft and product-area and portfolio scope map. Start source review with GitLab.", "meta_description": "Free Group Product Manager / Director of Product Markdown bundle with workflows, source references, and role charter draft and product-area and portfolio.", "social_summary": "Group Product Manager / Director of Product: role charter draft and product-area and portfolio scope.", - "download_note": "6 Markdown files · 1,759 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,759 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Group Product Manager / Director of Product work, plus teams reviewing its decisions and outputs", "Teams working in software, SaaS, digital products" @@ -134319,7 +134319,7 @@ "summary": "Use this bundle to plan and review Interaction Designer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is interaction model brief and state and transition specification. Start source review with UK Government interaction designer.", "meta_description": "Free Interaction Designer Markdown bundle with workflows, source references, and interaction model brief and state and transition specification for use.", "social_summary": "Interaction Designer: interaction model brief and state and transition specification, workflows, and.", - "download_note": "6 Markdown files · 1,785 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,785 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Interaction Designer work, plus teams reviewing its decisions and outputs", "Teams working in software, digital services, web applications" @@ -134369,22 +134369,22 @@ "used_for": "Role or occupation reference for Interaction Designer scope and source checks." }, { - "label": "ddat-capability-framework.service.gov.uk — Role / Graphic Designer", + "label": "ddat-capability-framework.service.gov.uk \u2014 Role / Graphic Designer", "url": "https://ddat-capability-framework.service.gov.uk/role/graphic-designer", "used_for": "Role or occupation reference for Interaction Designer scope and source checks." }, { - "label": "ddat-capability-framework.service.gov.uk — Role / User Researcher", + "label": "ddat-capability-framework.service.gov.uk \u2014 Role / User Researcher", "url": "https://ddat-capability-framework.service.gov.uk/role/user-researcher", "used_for": "Role or occupation reference for Interaction Designer scope and source checks." }, { - "label": "ddat-capability-framework.service.gov.uk — Role / Service Designer", + "label": "ddat-capability-framework.service.gov.uk \u2014 Role / Service Designer", "url": "https://ddat-capability-framework.service.gov.uk/role/service-designer", "used_for": "Role or occupation reference for Interaction Designer scope and source checks." }, { - "label": "iso.org — Standard / 77520", + "label": "iso.org \u2014 Standard / 77520", "url": "https://www.iso.org/standard/77520.html", "used_for": "Role or occupation reference for Interaction Designer scope and source checks." } @@ -134520,7 +134520,7 @@ "summary": "Use this bundle to plan and review Service Designer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is service scope and ecosystem map and current and proposed service blueprint. Start source review with UK Government service designer.", "meta_description": "Free Service Designer Markdown bundle with workflows, source references, and service scope and ecosystem map and current and proposed service blueprint for.", "social_summary": "Service Designer: service scope and ecosystem map and current and proposed service blueprint, workflows.", - "download_note": "6 Markdown files · 1,760 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,760 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Service Designer work, plus teams reviewing its decisions and outputs", "Teams working in government services, public services, financial services" @@ -134570,22 +134570,22 @@ "used_for": "Role or occupation reference for Service Designer scope and source checks." }, { - "label": "ddat-capability-framework.service.gov.uk — Role / Interaction Designer", + "label": "ddat-capability-framework.service.gov.uk \u2014 Role / Interaction Designer", "url": "https://ddat-capability-framework.service.gov.uk/role/interaction-designer", "used_for": "Role or occupation reference for Service Designer scope and source checks." }, { - "label": "ddat-capability-framework.service.gov.uk — Role / User Researcher", + "label": "ddat-capability-framework.service.gov.uk \u2014 Role / User Researcher", "url": "https://ddat-capability-framework.service.gov.uk/role/user-researcher", "used_for": "Role or occupation reference for Service Designer scope and source checks." }, { - "label": "ddat-capability-framework.service.gov.uk — Role / Product Manager", + "label": "ddat-capability-framework.service.gov.uk \u2014 Role / Product Manager", "url": "https://ddat-capability-framework.service.gov.uk/role/product-manager", "used_for": "Role or occupation reference for Service Designer scope and source checks." }, { - "label": "ddat-capability-framework.service.gov.uk — Role / Service Owner", + "label": "ddat-capability-framework.service.gov.uk \u2014 Role / Service Owner", "url": "https://ddat-capability-framework.service.gov.uk/role/service-owner", "used_for": "Role or occupation reference for Service Designer scope and source checks." } @@ -134736,7 +134736,7 @@ "summary": "Use this bundle to plan and review Chief Compliance Officer / Chief Risk Officer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is role mandate and applicability brief and governance reporting and access map. Start source review with 17 CFR 275.206(4)-7.", "meta_description": "Free Chief Compliance Officer / Chief Risk Officer Markdown bundle with workflows, source references, and role mandate and applicability brief and.", "social_summary": "Chief Compliance Officer / Chief Risk Officer: role mandate and applicability brief and governance.", - "download_note": "6 Markdown files · 1,888 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,888 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Chief Compliance Officer / Chief Risk Officer work, plus teams reviewing its decisions and outputs", "Teams working in financial services, banking, investment management" @@ -134786,12 +134786,12 @@ "used_for": "Role or occupation reference for Chief Compliance Officer / Chief Risk Officer scope and source checks." }, { - "label": "U.S. Securities and Exchange Commission — Speeches Statements / Supporting Role Chief Compliance Officers", + "label": "U.S. Securities and Exchange Commission \u2014 Speeches Statements / Supporting Role Chief Compliance Officers", "url": "https://www.sec.gov/newsroom/speeches-statements/supporting-role-chief-compliance-officers", "used_for": "Role or occupation reference for Chief Compliance Officer / Chief Risk Officer scope and source checks." }, { - "label": "U.S. Securities and Exchange Commission — Speeches Statements / Peirce Statement Hamilton Investment Counsel 070122", + "label": "U.S. Securities and Exchange Commission \u2014 Speeches Statements / Peirce Statement Hamilton Investment Counsel 070122", "url": "https://www.sec.gov/newsroom/speeches-statements/peirce-statement-hamilton-investment-counsel-070122", "used_for": "Role or occupation reference for Chief Compliance Officer / Chief Risk Officer scope and source checks." }, @@ -134942,10 +134942,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the Legal Counsel / Corporate Counsel (In-House) role.", - "summary": "Use this bundle to plan and review Legal Counsel / Corporate Counsel (In-House) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is legal intake and issue brief and contract review brief. Start source review with O*NET OnLine — Details / 23 1011.00.", + "summary": "Use this bundle to plan and review Legal Counsel / Corporate Counsel (In-House) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is legal intake and issue brief and contract review brief. Start source review with O*NET OnLine \u2014 Details / 23 1011.00.", "meta_description": "Free Legal Counsel / Corporate Counsel (In-House) Markdown bundle with workflows, source references, and legal intake and issue brief and contract review.", "social_summary": "Legal Counsel / Corporate Counsel (In-House): legal intake and issue brief and contract review brief.", - "download_note": "6 Markdown files · 1,131 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,131 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Legal Counsel / Corporate Counsel (In-House) work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry, regulated industries, technology" @@ -134958,7 +134958,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Legal Counsel / Corporate Counsel (In-House) work by producing legal intake and issue brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 23 1011.00, then confirm that the reference is current and applicable. Inspect In-House Counsel Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Legal Counsel / Corporate Counsel (In-House) work by producing legal intake and issue brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 23 1011.00, then confirm that the reference is current and applicable. Inspect In-House Counsel Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -134990,22 +134990,22 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 23 1011.00", + "label": "O*NET OnLine \u2014 Details / 23 1011.00", "url": "https://www.onetonline.org/link/details/23-1011.00", "used_for": "Role or occupation reference for Legal Counsel / Corporate Counsel (In-House) scope and source checks." }, { - "label": "americanbar.org — Model Rules Of Professional Conduct / Rule 1 13 Organization As Client", + "label": "americanbar.org \u2014 Model Rules Of Professional Conduct / Rule 1 13 Organization As Client", "url": "https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_13_organization_as_client/", "used_for": "Role or occupation reference for Legal Counsel / Corporate Counsel (In-House) scope and source checks." }, { - "label": "americanbar.org — Model Rules Of Professional Conduct / Rule 1 6 Confidentiality Of Information", + "label": "americanbar.org \u2014 Model Rules Of Professional Conduct / Rule 1 6 Confidentiality Of Information", "url": "https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/", "used_for": "Role or occupation reference for Legal Counsel / Corporate Counsel (In-House) scope and source checks." }, { - "label": "americanbar.org — Model Rules Of Professional Conduct / Rule 1 7 Conflict Of Interest Current Clients", + "label": "americanbar.org \u2014 Model Rules Of Professional Conduct / Rule 1 7 Conflict Of Interest Current Clients", "url": "https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_7_conflict_of_interest_current_clients/", "used_for": "Role or occupation reference for Legal Counsel / Corporate Counsel (In-House) scope and source checks." } @@ -135143,10 +135143,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the Purchasing Manager role.", - "summary": "Use this bundle to plan and review Purchasing Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is sourcing strategy brief and bid evaluation report. Start source review with O*NET OnLine — Details / 11 3061.00.", + "summary": "Use this bundle to plan and review Purchasing Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is sourcing strategy brief and bid evaluation report. Start source review with O*NET OnLine \u2014 Details / 11 3061.00.", "meta_description": "Free Purchasing Manager Markdown bundle with workflows, source references, and sourcing strategy brief and bid evaluation report for use with AI assistants.", "social_summary": "Purchasing Manager: sourcing strategy brief and bid evaluation report, workflows, and review guidance", - "download_note": "6 Markdown files · 1,011 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,011 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Purchasing Manager work, plus teams reviewing its decisions and outputs", "Teams working in manufacturing, retail, healthcare" @@ -135159,7 +135159,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Purchasing Manager work by producing sourcing strategy brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 11 3061.00, then confirm that the reference is current and applicable. Inspect Purchasing Manager Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Purchasing Manager work by producing sourcing strategy brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 11 3061.00, then confirm that the reference is current and applicable. Inspect Purchasing Manager Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -135191,17 +135191,17 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 11 3061.00", + "label": "O*NET OnLine \u2014 Details / 11 3061.00", "url": "https://www.onetonline.org/link/details/11-3061.00", "used_for": "Role or occupation reference for Purchasing Manager scope and source checks." }, { - "label": "acquisition.gov — Far / Part 3", + "label": "acquisition.gov \u2014 Far / Part 3", "url": "https://www.acquisition.gov/far/part-3", "used_for": "Role or occupation reference for Purchasing Manager scope and source checks." }, { - "label": "acquisition.gov — Far / Subpart 9.5", + "label": "acquisition.gov \u2014 Far / Subpart 9.5", "url": "https://www.acquisition.gov/far/subpart-9.5", "used_for": "Role or occupation reference for Purchasing Manager scope and source checks." } @@ -135342,10 +135342,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the Chief Human Resources Officer (CHRO) role.", - "summary": "Use this bundle to plan and review Chief Human Resources Officer (CHRO) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is people strategy brief and workforce plan. Start source review with O*NET OnLine — Details / 11 3121.00.", + "summary": "Use this bundle to plan and review Chief Human Resources Officer (CHRO) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is people strategy brief and workforce plan. Start source review with O*NET OnLine \u2014 Details / 11 3121.00.", "meta_description": "Free Chief Human Resources Officer (CHRO) Markdown bundle with workflows, source references, and people strategy brief and workforce plan for use with AI.", "social_summary": "Chief Human Resources Officer (CHRO): people strategy brief and workforce plan, workflows, and review.", - "download_note": "6 Markdown files · 1,032 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,032 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Chief Human Resources Officer (CHRO) work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry, technology, healthcare" @@ -135358,7 +135358,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Chief Human Resources Officer (CHRO) work by producing people strategy brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 11 3121.00, then confirm that the reference is current and applicable. Inspect CHRO Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Chief Human Resources Officer (CHRO) work by producing people strategy brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 11 3121.00, then confirm that the reference is current and applicable. Inspect CHRO Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -135390,17 +135390,17 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 11 3121.00", + "label": "O*NET OnLine \u2014 Details / 11 3121.00", "url": "https://www.onetonline.org/link/details/11-3121.00", "used_for": "Role or occupation reference for Chief Human Resources Officer (CHRO) scope and source checks." }, { - "label": "U.S. Equal Employment Opportunity Commission — Employers", + "label": "U.S. Equal Employment Opportunity Commission \u2014 Employers", "url": "https://www.eeoc.gov/employers", "used_for": "Role or occupation reference for Chief Human Resources Officer (CHRO) scope and source checks." }, { - "label": "U.S. Equal Employment Opportunity Commission — Employers / Recordkeeping Requirements", + "label": "U.S. Equal Employment Opportunity Commission \u2014 Employers / Recordkeeping Requirements", "url": "https://www.eeoc.gov/employers/recordkeeping-requirements", "used_for": "Role or occupation reference for Chief Human Resources Officer (CHRO) scope and source checks." } @@ -135536,10 +135536,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the Inside Sales Representative (ISR) role.", - "summary": "Use this bundle to plan and review Inside Sales Representative (ISR) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is account and contact brief and discovery and qualification brief. Start source review with O*NET OnLine — Details / 41 4012.00.", + "summary": "Use this bundle to plan and review Inside Sales Representative (ISR) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is account and contact brief and discovery and qualification brief. Start source review with O*NET OnLine \u2014 Details / 41 4012.00.", "meta_description": "Free Inside Sales Representative (ISR) Markdown bundle with workflows, source references, and account and contact brief and discovery and qualification.", "social_summary": "Inside Sales Representative (ISR): account and contact brief and discovery and qualification brief.", - "download_note": "6 Markdown files · 1,021 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,021 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Inside Sales Representative (ISR) work, plus teams reviewing its decisions and outputs", "Teams working in business services, technology, manufacturing" @@ -135552,7 +135552,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Inside Sales Representative (ISR) work by producing account and contact brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 41 4012.00, then confirm that the reference is current and applicable. Inspect Inside Sales Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Inside Sales Representative (ISR) work by producing account and contact brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 41 4012.00, then confirm that the reference is current and applicable. Inspect Inside Sales Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -135584,17 +135584,17 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 41 4012.00", + "label": "O*NET OnLine \u2014 Details / 41 4012.00", "url": "https://www.onetonline.org/link/details/41-4012.00", "used_for": "Role or occupation reference for Inside Sales Representative (ISR) scope and source checks." }, { - "label": "U.S. Federal Trade Commission — Rules / Telemarketing Sales Rule", + "label": "U.S. Federal Trade Commission \u2014 Rules / Telemarketing Sales Rule", "url": "https://www.ftc.gov/legal-library/browse/rules/telemarketing-sales-rule", "used_for": "Role or occupation reference for Inside Sales Representative (ISR) scope and source checks." }, { - "label": "U.S. Federal Trade Commission — Resources / Qa Telemarketers Sellers About Dnc Provisions Tsr 0", + "label": "U.S. Federal Trade Commission \u2014 Resources / Qa Telemarketers Sellers About Dnc Provisions Tsr 0", "url": "https://www.ftc.gov/business-guidance/resources/qa-telemarketers-sellers-about-dnc-provisions-tsr-0", "used_for": "Role or occupation reference for Inside Sales Representative (ISR) scope and source checks." } @@ -135734,10 +135734,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the Chief Financial Officer (CFO) role.", - "summary": "Use this bundle to plan and review Chief Financial Officer (CFO) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is CFO decision brief and financial plan and scenario review. Start source review with O*NET OnLine — Details / 11 3031.00.", + "summary": "Use this bundle to plan and review Chief Financial Officer (CFO) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is CFO decision brief and financial plan and scenario review. Start source review with O*NET OnLine \u2014 Details / 11 3031.00.", "meta_description": "Free Chief Financial Officer (CFO) Markdown bundle with workflows, source references, and cFO decision brief and financial plan and scenario review for use.", "social_summary": "Chief Financial Officer (CFO): cFO decision brief and financial plan and scenario review, workflows, and.", - "download_note": "6 Markdown files · 1,087 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,087 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Chief Financial Officer (CFO) work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry, financial services, technology" @@ -135750,7 +135750,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Chief Financial Officer (CFO) work by producing CFO decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 11 3031.00, then confirm that the reference is current and applicable. Inspect CFO Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Chief Financial Officer (CFO) work by producing CFO decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 11 3031.00, then confirm that the reference is current and applicable. Inspect CFO Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -135782,17 +135782,17 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 11 3031.00", + "label": "O*NET OnLine \u2014 Details / 11 3031.00", "url": "https://www.onetonline.org/link/details/11-3031.00", "used_for": "Role or occupation reference for Chief Financial Officer (CFO) scope and source checks." }, { - "label": "U.S. Securities and Exchange Commission — Rule Release / 33 8238", + "label": "U.S. Securities and Exchange Commission \u2014 Rule Release / 33 8238", "url": "https://www.sec.gov/rule-release/33-8238", "used_for": "Role or occupation reference for Chief Financial Officer (CFO) scope and source checks." }, { - "label": "Electronic Code of Federal Regulations — Part 240 / Section 240.13a 14", + "label": "Electronic Code of Federal Regulations \u2014 Part 240 / Section 240.13a 14", "url": "https://www.ecfr.gov/current/title-17/chapter-II/part-240/section-240.13a-14", "used_for": "Role or occupation reference for Chief Financial Officer (CFO) scope and source checks." } @@ -135930,10 +135930,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the Chief Marketing Officer (CMO) role.", - "summary": "Use this bundle to plan and review Chief Marketing Officer (CMO) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is marketing strategy brief and brand and positioning review. Start source review with O*NET OnLine — Details / 11 2021.00.", + "summary": "Use this bundle to plan and review Chief Marketing Officer (CMO) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is marketing strategy brief and brand and positioning review. Start source review with O*NET OnLine \u2014 Details / 11 2021.00.", "meta_description": "Free Chief Marketing Officer (CMO) Markdown bundle with workflows, source references, and marketing strategy brief and brand and positioning review for use.", "social_summary": "Chief Marketing Officer (CMO): marketing strategy brief and brand and positioning review, workflows, and.", - "download_note": "6 Markdown files · 1,341 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,341 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Chief Marketing Officer (CMO) work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry, technology, consumer products" @@ -135946,7 +135946,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Chief Marketing Officer (CMO) work by producing marketing strategy brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 11 2021.00, then confirm that the reference is current and applicable. Inspect Chief Marketing Officer (CMO) Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Chief Marketing Officer (CMO) work by producing marketing strategy brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 11 2021.00, then confirm that the reference is current and applicable. Inspect Chief Marketing Officer (CMO) Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -135978,12 +135978,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 11 2021.00", + "label": "O*NET OnLine \u2014 Details / 11 2021.00", "url": "https://www.onetonline.org/link/details/11-2021.00", "used_for": "Role or occupation reference for Chief Marketing Officer (CMO) scope and source checks." }, { - "label": "U.S. Federal Trade Commission — Advertising Marketing / Advertising Marketing Basics", + "label": "U.S. Federal Trade Commission \u2014 Advertising Marketing / Advertising Marketing Basics", "url": "https://www.ftc.gov/business-guidance/advertising-marketing/advertising-marketing-basics", "used_for": "Role or occupation reference for Chief Marketing Officer (CMO) scope and source checks." } @@ -136122,10 +136122,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the Recruiter / Corporate Recruiter role.", - "summary": "Use this bundle to plan and review Recruiter / Corporate Recruiter work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is requisition intake brief and sourcing and screening plan. Start source review with O*NET OnLine — Details / 13 1071.00.", + "summary": "Use this bundle to plan and review Recruiter / Corporate Recruiter work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is requisition intake brief and sourcing and screening plan. Start source review with O*NET OnLine \u2014 Details / 13 1071.00.", "meta_description": "Free Recruiter / Corporate Recruiter Markdown bundle with workflows, source references, and requisition intake brief and sourcing and screening plan for.", "social_summary": "Recruiter / Corporate Recruiter: requisition intake brief and sourcing and screening plan, workflows.", - "download_note": "6 Markdown files · 1,354 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,354 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Recruiter / Corporate Recruiter work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry, technology, healthcare" @@ -136138,7 +136138,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Recruiter / Corporate Recruiter work by producing requisition intake brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 13 1071.00, then confirm that the reference is current and applicable. Inspect Recruiter / Corporate Recruiter Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Recruiter / Corporate Recruiter work by producing requisition intake brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 13 1071.00, then confirm that the reference is current and applicable. Inspect Recruiter / Corporate Recruiter Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -136170,17 +136170,17 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 13 1071.00", + "label": "O*NET OnLine \u2014 Details / 13 1071.00", "url": "https://www.onetonline.org/link/details/13-1071.00", "used_for": "Role or occupation reference for Recruiter / Corporate Recruiter scope and source checks." }, { - "label": "U.S. Equal Employment Opportunity Commission — Prohibited Employment Policiespractices", + "label": "U.S. Equal Employment Opportunity Commission \u2014 Prohibited Employment Policiespractices", "url": "https://www.eeoc.gov/prohibited-employment-policiespractices", "used_for": "Role or occupation reference for Recruiter / Corporate Recruiter scope and source checks." }, { - "label": "U.S. Equal Employment Opportunity Commission — Guidance / Employment Tests And Selection Procedures", + "label": "U.S. Equal Employment Opportunity Commission \u2014 Guidance / Employment Tests And Selection Procedures", "url": "https://www.eeoc.gov/laws/guidance/employment-tests-and-selection-procedures", "used_for": "Role or occupation reference for Recruiter / Corporate Recruiter scope and source checks." } @@ -136320,10 +136320,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the Chief Technology Officer (CTO) role.", - "summary": "Use this bundle to plan and review Chief Technology Officer (CTO) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is technology strategy brief and architecture and platform decision brief. Start source review with O*NET OnLine — Details / 11 3021.00.", + "summary": "Use this bundle to plan and review Chief Technology Officer (CTO) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is technology strategy brief and architecture and platform decision brief. Start source review with O*NET OnLine \u2014 Details / 11 3021.00.", "meta_description": "Free Chief Technology Officer (CTO) Markdown bundle with workflows, source references, and technology strategy brief and architecture and platform decision.", "social_summary": "Chief Technology Officer (CTO): technology strategy brief and architecture and platform decision brief.", - "download_note": "6 Markdown files · 1,366 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,366 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Chief Technology Officer (CTO) work, plus teams reviewing its decisions and outputs", "Teams working in technology, financial services, healthcare" @@ -136336,7 +136336,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Chief Technology Officer (CTO) work by producing technology strategy brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 11 3021.00, then confirm that the reference is current and applicable. Inspect Chief Technology Officer (CTO) Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Chief Technology Officer (CTO) work by producing technology strategy brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 11 3021.00, then confirm that the reference is current and applicable. Inspect Chief Technology Officer (CTO) Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -136368,17 +136368,17 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 11 3021.00", + "label": "O*NET OnLine \u2014 Details / 11 3021.00", "url": "https://www.onetonline.org/link/details/11-3021.00", "used_for": "Role or occupation reference for Chief Technology Officer (CTO) scope and source checks." }, { - "label": "NIST — Cyberframework", + "label": "NIST \u2014 Cyberframework", "url": "https://www.nist.gov/cyberframework", "used_for": "Role or occupation reference for Chief Technology Officer (CTO) scope and source checks." }, { - "label": "cisa.gov — Securebydesign", + "label": "cisa.gov \u2014 Securebydesign", "url": "https://www.cisa.gov/securebydesign", "used_for": "Role or occupation reference for Chief Technology Officer (CTO) scope and source checks." } @@ -136517,10 +136517,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the Telemarketer / Telesales Representative role.", - "summary": "Use this bundle to plan and review Telemarketer / Telesales Representative work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is call eligibility brief and approved script and disclosure map. Start source review with O*NET OnLine — Details / 41 9041.00.", + "summary": "Use this bundle to plan and review Telemarketer / Telesales Representative work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is call eligibility brief and approved script and disclosure map. Start source review with O*NET OnLine \u2014 Details / 41 9041.00.", "meta_description": "Free Telemarketer / Telesales Representative Markdown bundle with workflows, source references, and call eligibility brief and approved script and.", "social_summary": "Telemarketer / Telesales Representative: call eligibility brief and approved script and disclosure map.", - "download_note": "6 Markdown files · 1,351 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,351 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Telemarketer / Telesales Representative work, plus teams reviewing its decisions and outputs", "Teams working in consumer services, business services, fundraising" @@ -136533,7 +136533,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Telemarketer / Telesales Representative work by producing call eligibility brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 41 9041.00, then confirm that the reference is current and applicable. Inspect Telemarketer / Telesales Representative Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Telemarketer / Telesales Representative work by producing call eligibility brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 41 9041.00, then confirm that the reference is current and applicable. Inspect Telemarketer / Telesales Representative Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -136565,17 +136565,17 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 41 9041.00", + "label": "O*NET OnLine \u2014 Details / 41 9041.00", "url": "https://www.onetonline.org/link/details/41-9041.00", "used_for": "Role or occupation reference for Telemarketer / Telesales Representative scope and source checks." }, { - "label": "U.S. Federal Trade Commission — Rules / Telemarketing Sales Rule", + "label": "U.S. Federal Trade Commission \u2014 Rules / Telemarketing Sales Rule", "url": "https://www.ftc.gov/legal-library/browse/rules/telemarketing-sales-rule", "used_for": "Role or occupation reference for Telemarketer / Telesales Representative scope and source checks." }, { - "label": "U.S. Federal Trade Commission — Resources / Qa Telemarketers Sellers About Dnc Provisions Tsr 0", + "label": "U.S. Federal Trade Commission \u2014 Resources / Qa Telemarketers Sellers About Dnc Provisions Tsr 0", "url": "https://www.ftc.gov/business-guidance/resources/qa-telemarketers-sellers-about-dnc-provisions-tsr-0", "used_for": "Role or occupation reference for Telemarketer / Telesales Representative scope and source checks." } @@ -136713,10 +136713,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the UX Designer role.", - "summary": "Use this bundle to plan and review UX Designer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is UX problem and evidence brief and information architecture and flow review. Start source review with O*NET OnLine — Details / 15 1255.00.", + "summary": "Use this bundle to plan and review UX Designer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is UX problem and evidence brief and information architecture and flow review. Start source review with O*NET OnLine \u2014 Details / 15 1255.00.", "meta_description": "Free UX Designer Markdown bundle with workflows, source references, and uX problem and evidence brief and information architecture and flow review for use.", "social_summary": "UX Designer: uX problem and evidence brief and information architecture and flow review, workflows, and.", - "download_note": "6 Markdown files · 1,344 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,344 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting UX Designer work, plus teams reviewing its decisions and outputs", "Teams working in digital products, government services, financial services" @@ -136729,7 +136729,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach UX Designer work by producing UX problem and evidence brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 15 1255.00, then confirm that the reference is current and applicable. Inspect UX Designer Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach UX Designer work by producing UX problem and evidence brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 15 1255.00, then confirm that the reference is current and applicable. Inspect UX Designer Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -136761,17 +136761,17 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 15 1255.00", + "label": "O*NET OnLine \u2014 Details / 15 1255.00", "url": "https://www.onetonline.org/link/details/15-1255.00", "used_for": "Role or occupation reference for UX Designer scope and source checks." }, { - "label": "W3C — Standards Guidelines / Wcag", + "label": "W3C \u2014 Standards Guidelines / Wcag", "url": "https://www.w3.org/WAI/standards-guidelines/wcag/", "used_for": "Role or occupation reference for UX Designer scope and source checks." }, { - "label": "iso.org — Standard / 77520", + "label": "iso.org \u2014 Standard / 77520", "url": "https://www.iso.org/standard/77520.html", "used_for": "Role or occupation reference for UX Designer scope and source checks." } @@ -136897,10 +136897,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the Customer Education / Training Manager role.", - "summary": "Use this bundle to plan and review Customer Education / Training Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is learning needs brief and curriculum and course plan. Start source review with O*NET OnLine — Details / 11 3131.00.", + "summary": "Use this bundle to plan and review Customer Education / Training Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is learning needs brief and curriculum and course plan. Start source review with O*NET OnLine \u2014 Details / 11 3131.00.", "meta_description": "Free Customer Education / Training Manager Markdown bundle with workflows, source references, and learning needs brief and curriculum and course plan for.", "social_summary": "Customer Education / Training Manager: learning needs brief and curriculum and course plan, workflows.", - "download_note": "6 Markdown files · 1,327 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,327 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Customer Education / Training Manager work, plus teams reviewing its decisions and outputs", "Teams working in software, technology, professional services" @@ -136913,7 +136913,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Customer Education / Training Manager work by producing learning needs brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 11 3131.00, then confirm that the reference is current and applicable. Inspect Customer Education / Training Manager Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Customer Education / Training Manager work by producing learning needs brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 11 3131.00, then confirm that the reference is current and applicable. Inspect Customer Education / Training Manager Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -136945,12 +136945,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 11 3131.00", + "label": "O*NET OnLine \u2014 Details / 11 3131.00", "url": "https://www.onetonline.org/link/details/11-3131.00", "used_for": "Role or occupation reference for Customer Education / Training Manager scope and source checks." }, { - "label": "W3C — Standards Guidelines / Wcag", + "label": "W3C \u2014 Standards Guidelines / Wcag", "url": "https://www.w3.org/WAI/standards-guidelines/wcag/", "used_for": "Role or occupation reference for Customer Education / Training Manager scope and source checks." } @@ -137087,10 +137087,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the Production, Planning, and Expediting Clerk role.", - "summary": "Use this bundle to plan and review Production, Planning, and Expediting Clerk work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is production schedule brief and material and capacity exception report. Start source review with O*NET OnLine — Details / 43 5061.00.", + "summary": "Use this bundle to plan and review Production, Planning, and Expediting Clerk work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is production schedule brief and material and capacity exception report. Start source review with O*NET OnLine \u2014 Details / 43 5061.00.", "meta_description": "Free Production, Planning, and Expediting Clerk Markdown bundle with workflows, source references, and production schedule brief and material and capacity.", "social_summary": "Production, Planning, and Expediting Clerk: production schedule brief and material and capacity.", - "download_note": "6 Markdown files · 1,394 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,394 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Production, Planning, and Expediting Clerk work, plus teams reviewing its decisions and outputs", "Teams working in manufacturing, food production, pharmaceuticals" @@ -137103,7 +137103,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Production, Planning, and Expediting Clerk work by producing production schedule brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 43 5061.00, then confirm that the reference is current and applicable. Inspect Production, Planning, and Expediting Clerk Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Production, Planning, and Expediting Clerk work by producing production schedule brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 43 5061.00, then confirm that the reference is current and applicable. Inspect Production, Planning, and Expediting Clerk Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -137135,7 +137135,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 43 5061.00", + "label": "O*NET OnLine \u2014 Details / 43 5061.00", "url": "https://www.onetonline.org/link/details/43-5061.00", "used_for": "Role or occupation reference for Production, Planning, and Expediting Clerk scope and source checks." } @@ -137275,10 +137275,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the Chief AI Officer (CAIO) role.", - "summary": "Use this bundle to plan and review Chief AI Officer (CAIO) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is AI strategy brief and AI use-case portfolio review. Start source review with whitehouse.gov — 02 / M 25 21 Accelerating Federal Use Of AI Through Innovation Governance And Public Trust.", + "summary": "Use this bundle to plan and review Chief AI Officer (CAIO) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is AI strategy brief and AI use-case portfolio review. Start source review with whitehouse.gov \u2014 02 / M 25 21 Accelerating Federal Use Of AI Through Innovation Governance And Public Trust.", "meta_description": "Free Chief AI Officer (CAIO) Markdown bundle with workflows, source references, and aI strategy brief and aI use-case portfolio review for use with AI.", "social_summary": "Chief AI Officer (CAIO): aI strategy brief and aI use-case portfolio review, workflows, and review.", - "download_note": "6 Markdown files · 1,436 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,436 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Chief AI Officer (CAIO) work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry, government, technology" @@ -137291,7 +137291,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Chief AI Officer (CAIO) work by producing AI strategy brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with whitehouse.gov — 02 / M 25 21 Accelerating Federal Use Of AI Through Innovation Governance And Public Trust, then confirm that the reference is current and applicable. Inspect Chief AI Officer (CAIO) Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Chief AI Officer (CAIO) work by producing AI strategy brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with whitehouse.gov \u2014 02 / M 25 21 Accelerating Federal Use Of AI Through Innovation Governance And Public Trust, then confirm that the reference is current and applicable. Inspect Chief AI Officer (CAIO) Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -137323,12 +137323,12 @@ ], "source_notes": [ { - "label": "whitehouse.gov — 02 / M 25 21 Accelerating Federal Use Of AI Through Innovation Governance And Public Trust", + "label": "whitehouse.gov \u2014 02 / M 25 21 Accelerating Federal Use Of AI Through Innovation Governance And Public Trust", "url": "https://www.whitehouse.gov/wp-content/uploads/2025/02/M-25-21-Accelerating-Federal-Use-of-AI-through-Innovation-Governance-and-Public-Trust.pdf", "used_for": "Role or occupation reference for Chief AI Officer (CAIO) scope and source checks." }, { - "label": "NIST — Itl / Ai Risk Management Framework", + "label": "NIST \u2014 Itl / Ai Risk Management Framework", "url": "https://www.nist.gov/itl/ai-risk-management-framework", "used_for": "Role or occupation reference for Chief AI Officer (CAIO) scope and source checks." }, @@ -137472,10 +137472,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the Chief Data Officer / Chief Data & Analytics Officer role.", - "summary": "Use this bundle to plan and review Chief Data Officer / Chief Data & Analytics Officer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is data strategy brief and data governance operating model. Start source review with strategy.data.gov — Principles.", + "summary": "Use this bundle to plan and review Chief Data Officer / Chief Data & Analytics Officer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is data strategy brief and data governance operating model. Start source review with strategy.data.gov \u2014 Principles.", "meta_description": "Free Chief Data Officer / Chief Data & Analytics Officer Markdown bundle with workflows, source references, and data strategy brief and data governance.", "social_summary": "Chief Data Officer / Chief Data & Analytics Officer: data strategy brief and data governance operating.", - "download_note": "6 Markdown files · 1,475 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,475 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Chief Data Officer / Chief Data & Analytics Officer work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry, government, financial services" @@ -137488,7 +137488,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Chief Data Officer / Chief Data & Analytics Officer work by producing data strategy brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with strategy.data.gov — Principles, then confirm that the reference is current and applicable. Inspect Chief Data Officer / Chief Data & Analytics Officer Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Chief Data Officer / Chief Data & Analytics Officer work by producing data strategy brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with strategy.data.gov \u2014 Principles, then confirm that the reference is current and applicable. Inspect Chief Data Officer / Chief Data & Analytics Officer Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -137520,17 +137520,17 @@ ], "source_notes": [ { - "label": "strategy.data.gov — Principles", + "label": "strategy.data.gov \u2014 Principles", "url": "https://strategy.data.gov/principles/", "used_for": "Role or occupation reference for Chief Data Officer / Chief Data & Analytics Officer scope and source checks." }, { - "label": "strategy.data.gov — Practices", + "label": "strategy.data.gov \u2014 Practices", "url": "https://strategy.data.gov/practices/", "used_for": "Role or occupation reference for Chief Data Officer / Chief Data & Analytics Officer scope and source checks." }, { - "label": "O*NET OnLine — Details / 11 1011.00", + "label": "O*NET OnLine \u2014 Details / 11 1011.00", "url": "https://www.onetonline.org/link/details/11-1011.00", "used_for": "Role or occupation reference for Chief Data Officer / Chief Data & Analytics Officer scope and source checks." } @@ -137668,10 +137668,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the Chief Digital Officer role.", - "summary": "Use this bundle to plan and review Chief Digital Officer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is digital strategy brief and service and process transformation portfolio. Start source review with O*NET OnLine — Details / 11 1011.00.", + "summary": "Use this bundle to plan and review Chief Digital Officer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is digital strategy brief and service and process transformation portfolio. Start source review with O*NET OnLine \u2014 Details / 11 1011.00.", "meta_description": "Free Chief Digital Officer Markdown bundle with workflows, source references, and digital strategy brief and service and process transformation portfolio.", "social_summary": "Chief Digital Officer: digital strategy brief and service and process transformation portfolio.", - "download_note": "6 Markdown files · 1,391 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,391 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Chief Digital Officer work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry, government, financial services" @@ -137684,7 +137684,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Chief Digital Officer work by producing digital strategy brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 11 1011.00, then confirm that the reference is current and applicable. Inspect Chief Digital Officer Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Chief Digital Officer work by producing digital strategy brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 11 1011.00, then confirm that the reference is current and applicable. Inspect Chief Digital Officer Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -137716,12 +137716,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 11 1011.00", + "label": "O*NET OnLine \u2014 Details / 11 1011.00", "url": "https://www.onetonline.org/link/details/11-1011.00", "used_for": "Role or occupation reference for Chief Digital Officer scope and source checks." }, { - "label": "GOV.UK — Government Functional Standard Govs 005 Digital / Government Functional Standard Govs 005 Digital Html", + "label": "GOV.UK \u2014 Government Functional Standard Govs 005 Digital / Government Functional Standard Govs 005 Digital Html", "url": "https://www.gov.uk/government/publications/government-functional-standard-govs-005-digital/government-functional-standard-govs-005-digital-html", "used_for": "Role or occupation reference for Chief Digital Officer scope and source checks." } @@ -137846,10 +137846,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the Chief Executive Officer (CEO) role.", - "summary": "Use this bundle to plan and review Chief Executive Officer (CEO) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is executive decision brief and enterprise strategy and governance review. Start source review with O*NET OnLine — Details / 11 1011.00.", + "summary": "Use this bundle to plan and review Chief Executive Officer (CEO) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is executive decision brief and enterprise strategy and governance review. Start source review with O*NET OnLine \u2014 Details / 11 1011.00.", "meta_description": "Free Chief Executive Officer (CEO) Markdown bundle with workflows, source references, and executive decision brief and enterprise strategy and governance.", "social_summary": "Chief Executive Officer (CEO): executive decision brief and enterprise strategy and governance review.", - "download_note": "6 Markdown files · 1,204 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,204 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Chief Executive Officer (CEO) work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry" @@ -137862,7 +137862,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Chief Executive Officer (CEO) work by producing executive decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 11 1011.00, then confirm that the reference is current and applicable. Inspect Chief Executive Officer (CEO) Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Chief Executive Officer (CEO) work by producing executive decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 11 1011.00, then confirm that the reference is current and applicable. Inspect Chief Executive Officer (CEO) Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -137894,7 +137894,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 11 1011.00", + "label": "O*NET OnLine \u2014 Details / 11 1011.00", "url": "https://www.onetonline.org/link/details/11-1011.00", "used_for": "Role or occupation reference for Chief Executive Officer (CEO) scope and source checks." } @@ -138020,10 +138020,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the Chief Revenue Officer (CRO) role.", - "summary": "Use this bundle to plan and review Chief Revenue Officer (CRO) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is revenue decision brief and revenue operating review. Start source review with O*NET OnLine — Details / 11 2022.00.", + "summary": "Use this bundle to plan and review Chief Revenue Officer (CRO) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is revenue decision brief and revenue operating review. Start source review with O*NET OnLine \u2014 Details / 11 2022.00.", "meta_description": "Free Chief Revenue Officer (CRO) Markdown bundle with workflows, source references, and revenue decision brief and revenue operating review for use with AI.", "social_summary": "Chief Revenue Officer (CRO): revenue decision brief and revenue operating review, workflows, and review.", - "download_note": "6 Markdown files · 1,247 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,247 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Chief Revenue Officer (CRO) work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry" @@ -138036,7 +138036,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Chief Revenue Officer (CRO) work by producing revenue decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 11 2022.00, then confirm that the reference is current and applicable. Inspect Chief Revenue Officer (CRO) Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Chief Revenue Officer (CRO) work by producing revenue decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 11 2022.00, then confirm that the reference is current and applicable. Inspect Chief Revenue Officer (CRO) Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -138068,7 +138068,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 11 2022.00", + "label": "O*NET OnLine \u2014 Details / 11 2022.00", "url": "https://www.onetonline.org/link/details/11-2022.00", "used_for": "Role or occupation reference for Chief Revenue Officer (CRO) scope and source checks." } @@ -138194,10 +138194,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the Conversion Rate Optimization (CRO) Specialist role.", - "summary": "Use this bundle to plan and review Conversion Rate Optimization (CRO) Specialist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is conversion diagnosis and experiment brief and test plan. Start source review with O*NET OnLine — Details / 13 1161.01.", + "summary": "Use this bundle to plan and review Conversion Rate Optimization (CRO) Specialist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is conversion diagnosis and experiment brief and test plan. Start source review with O*NET OnLine \u2014 Details / 13 1161.01.", "meta_description": "Free Conversion Rate Optimization (CRO) Specialist Markdown bundle with workflows, source references, and conversion diagnosis and experiment brief and.", "social_summary": "Conversion Rate Optimization (CRO) Specialist: conversion diagnosis and experiment brief and test plan.", - "download_note": "6 Markdown files · 1,260 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,260 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Conversion Rate Optimization (CRO) Specialist work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry" @@ -138210,7 +138210,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Conversion Rate Optimization (CRO) Specialist work by producing conversion diagnosis with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 13 1161.01, then confirm that the reference is current and applicable. Inspect Conversion Rate Optimization (CRO) Specialist Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Conversion Rate Optimization (CRO) Specialist work by producing conversion diagnosis with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 13 1161.01, then confirm that the reference is current and applicable. Inspect Conversion Rate Optimization (CRO) Specialist Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -138242,12 +138242,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 13 1161.01", + "label": "O*NET OnLine \u2014 Details / 13 1161.01", "url": "https://www.onetonline.org/link/details/13-1161.01", "used_for": "Role or occupation reference for Conversion Rate Optimization (CRO) Specialist scope and source checks." }, { - "label": "U.S. Federal Trade Commission — Reports / Bringing Dark Patterns Light", + "label": "U.S. Federal Trade Commission \u2014 Reports / Bringing Dark Patterns Light", "url": "https://www.ftc.gov/reports/bringing-dark-patterns-light", "used_for": "Role or occupation reference for Conversion Rate Optimization (CRO) Specialist scope and source checks." } @@ -138374,10 +138374,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the Customer / Client Onboarding Coordinator role.", - "summary": "Use this bundle to plan and review Customer / Client Onboarding Coordinator work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is customer onboarding plan and requirements and handoff checklist. Start source review with O*NET OnLine — Details / 43 4051.00.", + "summary": "Use this bundle to plan and review Customer / Client Onboarding Coordinator work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is customer onboarding plan and requirements and handoff checklist. Start source review with O*NET OnLine \u2014 Details / 43 4051.00.", "meta_description": "Free Customer / Client Onboarding Coordinator Markdown bundle with workflows, source references, and customer onboarding plan and requirements and handoff.", "social_summary": "Customer / Client Onboarding Coordinator: customer onboarding plan and requirements and handoff.", - "download_note": "6 Markdown files · 1,263 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,263 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Customer / Client Onboarding Coordinator work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry" @@ -138390,7 +138390,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Customer / Client Onboarding Coordinator work by producing customer onboarding plan with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 43 4051.00, then confirm that the reference is current and applicable. Inspect Customer / Client Onboarding Coordinator Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Customer / Client Onboarding Coordinator work by producing customer onboarding plan with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 43 4051.00, then confirm that the reference is current and applicable. Inspect Customer / Client Onboarding Coordinator Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -138422,12 +138422,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 43 4051.00", + "label": "O*NET OnLine \u2014 Details / 43 4051.00", "url": "https://www.onetonline.org/link/details/43-4051.00", "used_for": "Role or occupation reference for Customer / Client Onboarding Coordinator scope and source checks." }, { - "label": "NIST — Privacy Framework", + "label": "NIST \u2014 Privacy Framework", "url": "https://www.nist.gov/privacy-framework", "used_for": "Role or occupation reference for Customer / Client Onboarding Coordinator scope and source checks." } @@ -138554,10 +138554,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the Customer Onboarding Specialist / Implementation Manager role.", - "summary": "Use this bundle to plan and review Customer Onboarding Specialist / Implementation Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is implementation plan and requirements and decision log. Start source review with O*NET OnLine — Details / 13 1082.00.", + "summary": "Use this bundle to plan and review Customer Onboarding Specialist / Implementation Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is implementation plan and requirements and decision log. Start source review with O*NET OnLine \u2014 Details / 13 1082.00.", "meta_description": "Free Customer Onboarding Specialist / Implementation Manager Markdown bundle with workflows, source references, and implementation plan and requirements.", "social_summary": "Customer Onboarding Specialist / Implementation Manager: implementation plan and requirements and.", - "download_note": "6 Markdown files · 1,286 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,286 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Customer Onboarding Specialist / Implementation Manager work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry" @@ -138570,7 +138570,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Customer Onboarding Specialist / Implementation Manager work by producing implementation plan with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 13 1082.00, then confirm that the reference is current and applicable. Inspect Customer Onboarding Specialist / Implementation Manager Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Customer Onboarding Specialist / Implementation Manager work by producing implementation plan with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 13 1082.00, then confirm that the reference is current and applicable. Inspect Customer Onboarding Specialist / Implementation Manager Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -138602,12 +138602,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 13 1082.00", + "label": "O*NET OnLine \u2014 Details / 13 1082.00", "url": "https://www.onetonline.org/link/details/13-1082.00", "used_for": "Role or occupation reference for Customer Onboarding Specialist / Implementation Manager scope and source checks." }, { - "label": "NIST — Privacy Framework", + "label": "NIST \u2014 Privacy Framework", "url": "https://www.nist.gov/privacy-framework", "used_for": "Role or occupation reference for Customer Onboarding Specialist / Implementation Manager scope and source checks." } @@ -138734,10 +138734,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the Legal Operations Manager role.", - "summary": "Use this bundle to plan and review Legal Operations Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is legal operations decision brief and intake matter and vendor workflow review. Start source review with O*NET OnLine — Details / 11 3012.00.", + "summary": "Use this bundle to plan and review Legal Operations Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is legal operations decision brief and intake matter and vendor workflow review. Start source review with O*NET OnLine \u2014 Details / 11 3012.00.", "meta_description": "Free Legal Operations Manager Markdown bundle with workflows, source references, and legal operations decision brief and intake matter and vendor workflow.", "social_summary": "Legal Operations Manager: legal operations decision brief and intake matter and vendor workflow review.", - "download_note": "6 Markdown files · 1,299 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,299 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Legal Operations Manager work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry" @@ -138750,7 +138750,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Legal Operations Manager work by producing legal operations decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 11 3012.00, then confirm that the reference is current and applicable. Inspect Legal Operations Manager Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Legal Operations Manager work by producing legal operations decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 11 3012.00, then confirm that the reference is current and applicable. Inspect Legal Operations Manager Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -138782,12 +138782,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 11 3012.00", + "label": "O*NET OnLine \u2014 Details / 11 3012.00", "url": "https://www.onetonline.org/link/details/11-3012.00", "used_for": "Role or occupation reference for Legal Operations Manager scope and source checks." }, { - "label": "americanbar.org — Model Rules Of Professional Conduct / Rule 1 6 Confidentiality Of Information", + "label": "americanbar.org \u2014 Model Rules Of Professional Conduct / Rule 1 6 Confidentiality Of Information", "url": "https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/", "used_for": "Role or occupation reference for Legal Operations Manager scope and source checks." } @@ -138914,10 +138914,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the Supply Chain Manager role.", - "summary": "Use this bundle to plan and review Supply Chain Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is supply-chain decision brief and demand supply and inventory plan. Start source review with O*NET OnLine — Details / 11 3071.04.", + "summary": "Use this bundle to plan and review Supply Chain Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is supply-chain decision brief and demand supply and inventory plan. Start source review with O*NET OnLine \u2014 Details / 11 3071.04.", "meta_description": "Free Supply Chain Manager Markdown bundle with workflows, source references, and supply-chain decision brief and demand supply and inventory plan for use.", "social_summary": "Supply Chain Manager: supply-chain decision brief and demand supply and inventory plan, workflows, and.", - "download_note": "6 Markdown files · 1,273 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,273 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Supply Chain Manager work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry" @@ -138930,7 +138930,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Supply Chain Manager work by producing supply-chain decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 11 3071.04, then confirm that the reference is current and applicable. Inspect Supply Chain Manager Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Supply Chain Manager work by producing supply-chain decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 11 3071.04, then confirm that the reference is current and applicable. Inspect Supply Chain Manager Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -138962,12 +138962,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 11 3071.04", + "label": "O*NET OnLine \u2014 Details / 11 3071.04", "url": "https://www.onetonline.org/link/details/11-3071.04", "used_for": "Role or occupation reference for Supply Chain Manager scope and source checks." }, { - "label": "csrc.nist.gov — R1 / Final", + "label": "csrc.nist.gov \u2014 R1 / Final", "url": "https://csrc.nist.gov/pubs/sp/800/161/r1/final", "used_for": "Role or occupation reference for Supply Chain Manager scope and source checks." } @@ -139093,10 +139093,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the Chief Diversity Officer (CDO) role.", - "summary": "Use this bundle to plan and review Chief Diversity Officer (CDO) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is workforce equity analysis brief and initiative governance and review plan. Start source review with O*NET OnLine — Details / 11 1011.00.", + "summary": "Use this bundle to plan and review Chief Diversity Officer (CDO) work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is workforce equity analysis brief and initiative governance and review plan. Start source review with O*NET OnLine \u2014 Details / 11 1011.00.", "meta_description": "Free Chief Diversity Officer (CDO) Markdown bundle with workflows, source references, and workforce equity analysis brief and initiative governance and.", "social_summary": "Chief Diversity Officer (CDO): workforce equity analysis brief and initiative governance and review.", - "download_note": "6 Markdown files · 1,329 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,329 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Chief Diversity Officer (CDO) work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry" @@ -139109,7 +139109,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Chief Diversity Officer (CDO) work by producing workforce equity analysis brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 11 1011.00, then confirm that the reference is current and applicable. Inspect Chief Diversity Officer (CDO) Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Chief Diversity Officer (CDO) work by producing workforce equity analysis brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 11 1011.00, then confirm that the reference is current and applicable. Inspect Chief Diversity Officer (CDO) Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -139141,12 +139141,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 11 1011.00", + "label": "O*NET OnLine \u2014 Details / 11 1011.00", "url": "https://www.onetonline.org/link/details/11-1011.00", "used_for": "Role or occupation reference for Chief Diversity Officer (CDO) scope and source checks." }, { - "label": "U.S. Equal Employment Opportunity Commission — Employers / Summary Selected Recordkeeping Obligations 29 CFR Part 1602", + "label": "U.S. Equal Employment Opportunity Commission \u2014 Employers / Summary Selected Recordkeeping Obligations 29 CFR Part 1602", "url": "https://www.eeoc.gov/employers/summary-selected-recordkeeping-obligations-29-cfr-part-1602", "used_for": "Role or occupation reference for Chief Diversity Officer (CDO) scope and source checks." } @@ -139277,10 +139277,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the Chief Legal Officer / General Counsel role.", - "summary": "Use this bundle to plan and review Chief Legal Officer / General Counsel work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is legal decision brief and matter obligation and risk tracker. Start source review with O*NET OnLine — Details / 23 1011.00.", + "summary": "Use this bundle to plan and review Chief Legal Officer / General Counsel work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is legal decision brief and matter obligation and risk tracker. Start source review with O*NET OnLine \u2014 Details / 23 1011.00.", "meta_description": "Free Chief Legal Officer / General Counsel Markdown bundle with workflows, source references, and legal decision brief and matter obligation and risk.", "social_summary": "Chief Legal Officer / General Counsel: legal decision brief and matter obligation and risk tracker.", - "download_note": "6 Markdown files · 1,361 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,361 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Chief Legal Officer / General Counsel work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry" @@ -139293,7 +139293,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Chief Legal Officer / General Counsel work by producing legal decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 23 1011.00, then confirm that the reference is current and applicable. Inspect Chief Legal Officer / General Counsel Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Chief Legal Officer / General Counsel work by producing legal decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 23 1011.00, then confirm that the reference is current and applicable. Inspect Chief Legal Officer / General Counsel Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -139325,17 +139325,17 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 23 1011.00", + "label": "O*NET OnLine \u2014 Details / 23 1011.00", "url": "https://www.onetonline.org/link/details/23-1011.00", "used_for": "Role or occupation reference for Chief Legal Officer / General Counsel scope and source checks." }, { - "label": "americanbar.org — Model Rules Of Professional Conduct / Rule 1 13 Organization As Client", + "label": "americanbar.org \u2014 Model Rules Of Professional Conduct / Rule 1 13 Organization As Client", "url": "https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_13_organization_as_client/", "used_for": "Role or occupation reference for Chief Legal Officer / General Counsel scope and source checks." }, { - "label": "americanbar.org — Model Rules Of Professional Conduct / Rule 1 6 Confidentiality Of Information", + "label": "americanbar.org \u2014 Model Rules Of Professional Conduct / Rule 1 6 Confidentiality Of Information", "url": "https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/", "used_for": "Role or occupation reference for Chief Legal Officer / General Counsel scope and source checks." } @@ -139461,10 +139461,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the Customer Advocacy Manager role.", - "summary": "Use this bundle to plan and review Customer Advocacy Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is customer advocacy program brief and customer evidence and feedback synthesis. Start source review with O*NET OnLine — Details / 11 2032.00.", + "summary": "Use this bundle to plan and review Customer Advocacy Manager work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is customer advocacy program brief and customer evidence and feedback synthesis. Start source review with O*NET OnLine \u2014 Details / 11 2032.00.", "meta_description": "Free Customer Advocacy Manager Markdown bundle with workflows, source references, and customer advocacy program brief and customer evidence and feedback.", "social_summary": "Customer Advocacy Manager: customer advocacy program brief and customer evidence and feedback synthesis.", - "download_note": "6 Markdown files · 1,319 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,319 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Customer Advocacy Manager work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry" @@ -139477,7 +139477,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Customer Advocacy Manager work by producing customer advocacy program brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 11 2032.00, then confirm that the reference is current and applicable. Inspect Customer Advocacy Manager Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Customer Advocacy Manager work by producing customer advocacy program brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 11 2032.00, then confirm that the reference is current and applicable. Inspect Customer Advocacy Manager Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -139509,12 +139509,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 11 2032.00", + "label": "O*NET OnLine \u2014 Details / 11 2032.00", "url": "https://www.onetonline.org/link/details/11-2032.00", "used_for": "Role or occupation reference for Customer Advocacy Manager scope and source checks." }, { - "label": "U.S. Federal Trade Commission — Advertising Marketing / Endorsements Influencers Reviews", + "label": "U.S. Federal Trade Commission \u2014 Advertising Marketing / Endorsements Influencers Reviews", "url": "https://www.ftc.gov/business-guidance/advertising-marketing/endorsements-influencers-reviews", "used_for": "Role or occupation reference for Customer Advocacy Manager scope and source checks." } @@ -139642,10 +139642,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the Legal / Regulatory Technology (Legaltech) Specialist role.", - "summary": "Use this bundle to plan and review Legal / Regulatory Technology (Legaltech) Specialist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is legaltech requirements brief and vendor and solution evaluation. Start source review with O*NET OnLine — Details / 23 2011.00.", + "summary": "Use this bundle to plan and review Legal / Regulatory Technology (Legaltech) Specialist work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is legaltech requirements brief and vendor and solution evaluation. Start source review with O*NET OnLine \u2014 Details / 23 2011.00.", "meta_description": "Free Legal / Regulatory Technology (Legaltech) Specialist Markdown bundle with workflows, source references, and legaltech requirements brief and vendor.", "social_summary": "Legal / Regulatory Technology (Legaltech) Specialist: legaltech requirements brief and vendor and.", - "download_note": "6 Markdown files · 1,353 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,353 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Legal / Regulatory Technology (Legaltech) Specialist work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry" @@ -139658,7 +139658,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Legal / Regulatory Technology (Legaltech) Specialist work by producing legaltech requirements brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 23 2011.00, then confirm that the reference is current and applicable. Inspect Legal / Regulatory Technology (Legaltech) Specialist Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Legal / Regulatory Technology (Legaltech) Specialist work by producing legaltech requirements brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 23 2011.00, then confirm that the reference is current and applicable. Inspect Legal / Regulatory Technology (Legaltech) Specialist Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -139690,12 +139690,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 23 2011.00", + "label": "O*NET OnLine \u2014 Details / 23 2011.00", "url": "https://www.onetonline.org/link/details/23-2011.00", "used_for": "Role or occupation reference for Legal / Regulatory Technology (Legaltech) Specialist scope and source checks." }, { - "label": "americanbar.org — Model Rules Of Professional Conduct / Rule 1 6 Confidentiality Of Information", + "label": "americanbar.org \u2014 Model Rules Of Professional Conduct / Rule 1 6 Confidentiality Of Information", "url": "https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/", "used_for": "Role or occupation reference for Legal / Regulatory Technology (Legaltech) Specialist scope and source checks." } @@ -139820,10 +139820,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the Managing Director role.", - "summary": "Use this bundle to plan and review Managing Director work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is executive decision brief and portfolio operating plan. Start source review with O*NET OnLine — Details / 11 1011.00.", + "summary": "Use this bundle to plan and review Managing Director work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is executive decision brief and portfolio operating plan. Start source review with O*NET OnLine \u2014 Details / 11 1011.00.", "meta_description": "Free Managing Director Markdown bundle with workflows, source references, and executive decision brief and portfolio operating plan for use with AI.", "social_summary": "Managing Director: executive decision brief and portfolio operating plan, workflows, and review guidance", - "download_note": "6 Markdown files · 1,231 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,231 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Managing Director work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry" @@ -139836,7 +139836,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Managing Director work by producing executive decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 11 1011.00, then confirm that the reference is current and applicable. Inspect Managing Director Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Managing Director work by producing executive decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 11 1011.00, then confirm that the reference is current and applicable. Inspect Managing Director Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -139868,7 +139868,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 11 1011.00", + "label": "O*NET OnLine \u2014 Details / 11 1011.00", "url": "https://www.onetonline.org/link/details/11-1011.00", "used_for": "Role or occupation reference for Managing Director scope and source checks." } @@ -139995,10 +139995,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the Multimedia / Digital Media Designer role.", - "summary": "Use this bundle to plan and review Multimedia / Digital Media Designer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is creative brief and media asset production and review plan. Start source review with O*NET OnLine — Details / 27 1014.00.", + "summary": "Use this bundle to plan and review Multimedia / Digital Media Designer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is creative brief and media asset production and review plan. Start source review with O*NET OnLine \u2014 Details / 27 1014.00.", "meta_description": "Free Multimedia / Digital Media Designer Markdown bundle with workflows, source references, and creative brief and media asset production and review plan.", "social_summary": "Multimedia / Digital Media Designer: creative brief and media asset production and review plan.", - "download_note": "6 Markdown files · 1,369 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,369 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Multimedia / Digital Media Designer work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry" @@ -140011,7 +140011,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Multimedia / Digital Media Designer work by producing creative brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 27 1014.00, then confirm that the reference is current and applicable. Inspect Multimedia / Digital Media Designer Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Multimedia / Digital Media Designer work by producing creative brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 27 1014.00, then confirm that the reference is current and applicable. Inspect Multimedia / Digital Media Designer Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -140043,17 +140043,17 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 27 1014.00", + "label": "O*NET OnLine \u2014 Details / 27 1014.00", "url": "https://www.onetonline.org/link/details/27-1014.00", "used_for": "Role or occupation reference for Multimedia / Digital Media Designer scope and source checks." }, { - "label": "W3C — TR / WCAG22", + "label": "W3C \u2014 TR / WCAG22", "url": "https://www.w3.org/TR/WCAG22/", "used_for": "Role or occupation reference for Multimedia / Digital Media Designer scope and source checks." }, { - "label": "copyright.gov — Circs", + "label": "copyright.gov \u2014 Circs", "url": "https://copyright.gov/circs/", "used_for": "Role or occupation reference for Multimedia / Digital Media Designer scope and source checks." } @@ -140180,10 +140180,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the Technical Support Specialist / Help Desk Analyst role.", - "summary": "Use this bundle to plan and review Technical Support Specialist / Help Desk Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is ticket and incident diagnosis and troubleshooting and escalation plan. Start source review with O*NET OnLine — Details / 15 1232.00.", + "summary": "Use this bundle to plan and review Technical Support Specialist / Help Desk Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is ticket and incident diagnosis and troubleshooting and escalation plan. Start source review with O*NET OnLine \u2014 Details / 15 1232.00.", "meta_description": "Free Technical Support Specialist / Help Desk Analyst Markdown bundle with workflows, source references, and ticket and incident diagnosis and.", "social_summary": "Technical Support Specialist / Help Desk Analyst: ticket and incident diagnosis and troubleshooting and.", - "download_note": "6 Markdown files · 1,347 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,347 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Technical Support Specialist / Help Desk Analyst work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry" @@ -140196,7 +140196,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Technical Support Specialist / Help Desk Analyst work by producing ticket and incident diagnosis with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 15 1232.00, then confirm that the reference is current and applicable. Inspect Technical Support Specialist / Help Desk Analyst Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Technical Support Specialist / Help Desk Analyst work by producing ticket and incident diagnosis with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 15 1232.00, then confirm that the reference is current and applicable. Inspect Technical Support Specialist / Help Desk Analyst Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -140228,12 +140228,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 15 1232.00", + "label": "O*NET OnLine \u2014 Details / 15 1232.00", "url": "https://www.onetonline.org/link/details/15-1232.00", "used_for": "Role or occupation reference for Technical Support Specialist / Help Desk Analyst scope and source checks." }, { - "label": "pages.nist.gov — 800 63 4 / Sp800 63b", + "label": "pages.nist.gov \u2014 800 63 4 / Sp800 63b", "url": "https://pages.nist.gov/800-63-4/sp800-63b.html", "used_for": "Role or occupation reference for Technical Support Specialist / Help Desk Analyst scope and source checks." } @@ -140360,10 +140360,10 @@ }, "landing_page": { "definition": "A free, open-source set of 6 Markdown files that gives an AI assistant practical guidance for the Executive Vice President / Senior Vice President role.", - "summary": "Use this bundle to plan and review Executive Vice President / Senior Vice President work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is executive decision brief and portfolio operating and dependency plan. Start source review with O*NET OnLine — Details / 11 1011.00.", + "summary": "Use this bundle to plan and review Executive Vice President / Senior Vice President work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a quality rubric, and a bundle file; the intended output is executive decision brief and portfolio operating and dependency plan. Start source review with O*NET OnLine \u2014 Details / 11 1011.00.", "meta_description": "Free Executive Vice President / Senior Vice President Markdown bundle with workflows, source references, and executive decision brief and portfolio.", "social_summary": "Executive Vice President / Senior Vice President: executive decision brief and portfolio operating and.", - "download_note": "6 Markdown files · 1,302 words · no signup · CC-BY-4.0", + "download_note": "6 Markdown files \u00b7 1,302 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Executive Vice President / Senior Vice President work, plus teams reviewing its decisions and outputs", "Teams working in cross-industry" @@ -140376,7 +140376,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Executive Vice President / Senior Vice President work by producing executive decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 11 1011.00, then confirm that the reference is current and applicable. Inspect Executive Vice President / Senior Vice President Role Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Executive Vice President / Senior Vice President work by producing executive decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 11 1011.00, then confirm that the reference is current and applicable. Inspect Executive Vice President / Senior Vice President Role Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -140408,7 +140408,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 11 1011.00", + "label": "O*NET OnLine \u2014 Details / 11 1011.00", "url": "https://www.onetonline.org/link/details/11-1011.00", "used_for": "Role or occupation reference for Executive Vice President / Senior Vice President scope and source checks." } @@ -140539,10 +140539,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Financial Examiner role.", - "summary": "Use this bundle to plan and review Financial Examiner work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is examination scoping memorandum. Start source review with O*NET OnLine — Details / 13 2061.00.", + "summary": "Use this bundle to plan and review Financial Examiner work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is examination scoping memorandum. Start source review with O*NET OnLine \u2014 Details / 13 2061.00.", "meta_description": "Free Financial Examiner Markdown bundle with workflows, source references, and examination scoping memorandum for use with AI assistants.", "social_summary": "Financial Examiner: examination scoping memorandum, workflows, and review guidance", - "download_note": "10 Markdown files · 1,734 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,734 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Financial Examiner work, plus teams reviewing its decisions and outputs", "Teams working in Financial services, Banking, Regulatory supervision" @@ -140555,7 +140555,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Financial Examiner work by producing examination scoping memorandum with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 13 2061.00, then confirm that the reference is current and applicable. Inspect Financial Examiner Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Financial Examiner work by producing examination scoping memorandum with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 13 2061.00, then confirm that the reference is current and applicable. Inspect Financial Examiner Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -140587,7 +140587,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 13 2061.00", + "label": "O*NET OnLine \u2014 Details / 13 2061.00", "url": "https://www.onetonline.org/link/details/13-2061.00", "used_for": "Role or occupation reference for Financial Examiner scope and source checks." }, @@ -140722,10 +140722,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Graphic Designer role.", - "summary": "Use this bundle to plan and review Graphic Designer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is graphic design review brief. Start source review with O*NET OnLine — Details / 27 1024.00.", + "summary": "Use this bundle to plan and review Graphic Designer work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is graphic design review brief. Start source review with O*NET OnLine \u2014 Details / 27 1024.00.", "meta_description": "Free Graphic Designer Markdown bundle with workflows, source references, and graphic design review brief for use with AI assistants.", "social_summary": "Graphic Designer: graphic design review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,568 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,568 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Graphic Designer work, plus teams reviewing its decisions and outputs", "Teams working in Creative services, Marketing, Cross-industry" @@ -140738,7 +140738,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Graphic Designer work by producing graphic design review brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 27 1024.00, then confirm that the reference is current and applicable. Inspect Graphic Designer Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Graphic Designer work by producing graphic design review brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 27 1024.00, then confirm that the reference is current and applicable. Inspect Graphic Designer Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -140770,17 +140770,17 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 27 1024.00", + "label": "O*NET OnLine \u2014 Details / 27 1024.00", "url": "https://www.onetonline.org/link/details/27-1024.00", "used_for": "Role or occupation reference for Graphic Designer scope and source checks." }, { - "label": "W3C — TR / WCAG22", + "label": "W3C \u2014 TR / WCAG22", "url": "https://www.w3.org/TR/WCAG22/", "used_for": "Practice or subject-matter reference for Graphic Designer methods, constraints, and source checks." }, { - "label": "copyright.gov — Circs", + "label": "copyright.gov \u2014 Circs", "url": "https://copyright.gov/circs/", "used_for": "Practice or subject-matter reference for Graphic Designer methods, constraints, and source checks." } @@ -140905,10 +140905,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Logistics Analyst role.", - "summary": "Use this bundle to plan and review Logistics Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is logistics analysis brief. Start source review with O*NET OnLine — Details / 13 1081.02.", + "summary": "Use this bundle to plan and review Logistics Analyst work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is logistics analysis brief. Start source review with O*NET OnLine \u2014 Details / 13 1081.02.", "meta_description": "Free Logistics Analyst Markdown bundle with workflows, source references, and logistics analysis brief for use with AI assistants.", "social_summary": "Logistics Analyst: logistics analysis brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,574 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,574 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Logistics Analyst work, plus teams reviewing its decisions and outputs", "Teams working in Logistics, Manufacturing, Retail" @@ -140921,7 +140921,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Logistics Analyst work by producing logistics analysis brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 13 1081.02, then confirm that the reference is current and applicable. Inspect Logistics Analyst Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Logistics Analyst work by producing logistics analysis brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 13 1081.02, then confirm that the reference is current and applicable. Inspect Logistics Analyst Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -140953,12 +140953,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 13 1081.02", + "label": "O*NET OnLine \u2014 Details / 13 1081.02", "url": "https://www.onetonline.org/link/details/13-1081.02", "used_for": "Role or occupation reference for Logistics Analyst scope and source checks." }, { - "label": "csrc.nist.gov — R1 / Final", + "label": "csrc.nist.gov \u2014 R1 / Final", "url": "https://csrc.nist.gov/pubs/sp/800/161/r1/final", "used_for": "Practice or subject-matter reference for Logistics Analyst methods, constraints, and source checks." } @@ -141081,10 +141081,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Order Clerk / Order Processing Representative role.", - "summary": "Use this bundle to plan and review Order Clerk / Order Processing Representative work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is order processing exception brief. Start source review with O*NET OnLine — Details / 43 4151.00.", + "summary": "Use this bundle to plan and review Order Clerk / Order Processing Representative work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is order processing exception brief. Start source review with O*NET OnLine \u2014 Details / 43 4151.00.", "meta_description": "Free Order Clerk / Order Processing Representative Markdown bundle with workflows, source references, and order processing exception brief for use with AI.", "social_summary": "Order Clerk / Order Processing Representative: order processing exception brief, workflows, and review.", - "download_note": "10 Markdown files · 1,636 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,636 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Order Clerk / Order Processing Representative work, plus teams reviewing its decisions and outputs", "Teams working in Retail, Wholesale, Manufacturing" @@ -141097,7 +141097,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Order Clerk / Order Processing Representative work by producing order processing exception brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 43 4151.00, then confirm that the reference is current and applicable. Inspect Order Clerk / Order Processing Representative Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Order Clerk / Order Processing Representative work by producing order processing exception brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 43 4151.00, then confirm that the reference is current and applicable. Inspect Order Clerk / Order Processing Representative Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -141129,7 +141129,7 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 43 4151.00", + "label": "O*NET OnLine \u2014 Details / 43 4151.00", "url": "https://www.onetonline.org/link/details/43-4151.00", "used_for": "Role or occupation reference for Order Clerk / Order Processing Representative scope and source checks." } @@ -141253,10 +141253,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the Audio and Video Technician role.", - "summary": "Use this bundle to plan and review Audio and Video Technician work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is AV production readiness brief. Start source review with O*NET OnLine — Details / 27 4011.00.", + "summary": "Use this bundle to plan and review Audio and Video Technician work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is AV production readiness brief. Start source review with O*NET OnLine \u2014 Details / 27 4011.00.", "meta_description": "Free Audio and Video Technician Markdown bundle with workflows, source references, and aV production readiness brief for use with AI assistants.", "social_summary": "Audio and Video Technician: aV production readiness brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,639 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,639 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting Audio and Video Technician work, plus teams reviewing its decisions and outputs", "Teams working in Events, Media, Education" @@ -141269,7 +141269,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Audio and Video Technician work by producing AV production readiness brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 27 4011.00, then confirm that the reference is current and applicable. Inspect Audio and Video Technician Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach Audio and Video Technician work by producing AV production readiness brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 27 4011.00, then confirm that the reference is current and applicable. Inspect Audio and Video Technician Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -141301,12 +141301,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 27 4011.00", + "label": "O*NET OnLine \u2014 Details / 27 4011.00", "url": "https://www.onetonline.org/link/details/27-4011.00", "used_for": "Role or occupation reference for Audio and Video Technician scope and source checks." }, { - "label": "W3C — TR / WCAG22", + "label": "W3C \u2014 TR / WCAG22", "url": "https://www.w3.org/TR/WCAG22/", "used_for": "Practice or subject-matter reference for Audio and Video Technician methods, constraints, and source checks." } @@ -141431,10 +141431,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that gives an AI assistant practical guidance for the First-Line Supervisor of Sales Workers role.", - "summary": "Use this bundle to plan and review First-Line Supervisor of Sales Workers work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is sales supervision decision brief. Start source review with O*NET OnLine — Details / 41 1011.00.", + "summary": "Use this bundle to plan and review First-Line Supervisor of Sales Workers work with evidence, assumptions, owners, and review points made explicit. The page previews a role guide, an overview, a workflow, and a template; the intended output is sales supervision decision brief. Start source review with O*NET OnLine \u2014 Details / 41 1011.00.", "meta_description": "Free First-Line Supervisor of Sales Workers Markdown bundle with workflows, source references, and sales supervision decision brief for use with AI.", "social_summary": "First-Line Supervisor of Sales Workers: sales supervision decision brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,664 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,664 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People performing or supporting First-Line Supervisor of Sales Workers work, plus teams reviewing its decisions and outputs", "Teams working in Retail, Sales, Customer operations" @@ -141447,7 +141447,7 @@ "The task objective, intended audience, working context, constraints, source material, and decision owner.", "Relevant reports, exports, examples, policies, prior decisions, and success measures available for the task." ], - "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach First-Line Supervisor of Sales Workers work by producing sales supervision decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine — Details / 41 1011.00, then confirm that the reference is current and applicable. Inspect First-Line Supervisor of Sales Workers Source-Aware Guide before drafting.", + "agent_use_example": "Provide the task objective, intended audience, working context, constraints, source material, and decision owner. Ask the agent to approach First-Line Supervisor of Sales Workers work by producing sales supervision decision brief with a prioritized plan, evidence checks, owners, risks, and unresolved questions. Begin with O*NET OnLine \u2014 Details / 41 1011.00, then confirm that the reference is current and applicable. Inspect First-Line Supervisor of Sales Workers Source-Aware Guide before drafting.", "not_for": [ "Treating the bundle as a substitute for organization-specific authority, firsthand evidence, or accountable review." ], @@ -141479,12 +141479,12 @@ ], "source_notes": [ { - "label": "O*NET OnLine — Details / 41 1011.00", + "label": "O*NET OnLine \u2014 Details / 41 1011.00", "url": "https://www.onetonline.org/link/details/41-1011.00", "used_for": "Role or occupation reference for First-Line Supervisor of Sales Workers scope and source checks." }, { - "label": "U.S. Equal Employment Opportunity Commission — Small Business / Legal Requirements", + "label": "U.S. Equal Employment Opportunity Commission \u2014 Small Business / Legal Requirements", "url": "https://www.eeoc.gov/employers/small-business/legal-requirements", "used_for": "Practice or subject-matter reference for First-Line Supervisor of Sales Workers methods, constraints, and source checks." } @@ -141599,10 +141599,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with HashiCorp Vault.", - "summary": "Use this bundle to plan or review work in HashiCorp Vault before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Vault implementation and control brief. Start source review with developer.hashicorp.com — Vault / Docs.", + "summary": "Use this bundle to plan or review work in HashiCorp Vault before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Vault implementation and control brief. Start source review with developer.hashicorp.com \u2014 Vault / Docs.", "meta_description": "Free HashiCorp Vault Markdown bundle with workflows, source references, and vault implementation and control brief for use with AI assistants.", "social_summary": "HashiCorp Vault: vault implementation and control brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,518 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,518 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in HashiCorp Vault", "Teams working in Technology, Security, Cross-industry" @@ -141615,7 +141615,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review HashiCorp Vault and produce Vault implementation and control brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with developer.hashicorp.com — Vault / Docs, then confirm that the reference is current and applicable. Inspect HashiCorp Vault Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review HashiCorp Vault and produce Vault implementation and control brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with developer.hashicorp.com \u2014 Vault / Docs, then confirm that the reference is current and applicable. Inspect HashiCorp Vault Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -141647,12 +141647,12 @@ ], "source_notes": [ { - "label": "developer.hashicorp.com — Vault / Docs", + "label": "developer.hashicorp.com \u2014 Vault / Docs", "url": "https://developer.hashicorp.com/vault/docs", "used_for": "Product, platform, or operating reference for HashiCorp Vault scope and source checks." }, { - "label": "developer.hashicorp.com — Vault / API Docs", + "label": "developer.hashicorp.com \u2014 Vault / API Docs", "url": "https://developer.hashicorp.com/vault/api-docs", "used_for": "Product, platform, or operating reference for HashiCorp Vault scope and source checks." } @@ -141767,10 +141767,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with LibreOffice.", - "summary": "Use this bundle to plan or review work in LibreOffice before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is LibreOffice document production brief. Start source review with help.libreoffice.org — 05 / New Help.", + "summary": "Use this bundle to plan or review work in LibreOffice before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is LibreOffice document production brief. Start source review with help.libreoffice.org \u2014 05 / New Help.", "meta_description": "Free LibreOffice Markdown bundle with workflows, source references, and libreOffice document production brief for use with AI assistants.", "social_summary": "LibreOffice: libreOffice document production brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,478 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,478 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in LibreOffice", "Teams working in Professional services, Education, Cross-industry" @@ -141783,7 +141783,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review LibreOffice and produce LibreOffice document production brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with help.libreoffice.org — 05 / New Help, then confirm that the reference is current and applicable. Inspect LibreOffice Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review LibreOffice and produce LibreOffice document production brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with help.libreoffice.org \u2014 05 / New Help, then confirm that the reference is current and applicable. Inspect LibreOffice Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -141815,7 +141815,7 @@ ], "source_notes": [ { - "label": "help.libreoffice.org — 05 / New Help", + "label": "help.libreoffice.org \u2014 05 / New Help", "url": "https://help.libreoffice.org/latest/en-US/text/shared/05/new_help.html", "used_for": "Product, platform, or operating reference for LibreOffice scope and source checks." } @@ -141934,7 +141934,7 @@ "summary": "Use this bundle to plan or review work in Meta Llama before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Llama deployment and evaluation brief. Start source review with llama.com.", "meta_description": "Free Meta Llama Markdown bundle with workflows, source references, and llama deployment and evaluation brief for use with AI assistants.", "social_summary": "Meta Llama: llama deployment and evaluation brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,515 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,515 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Meta Llama", "Teams working in Technology, Research, Cross-industry" @@ -141984,7 +141984,7 @@ "used_for": "Product, platform, or operating reference for Meta Llama scope and source checks." }, { - "label": "llama.com — Llama Downloads", + "label": "llama.com \u2014 Llama Downloads", "url": "https://www.llama.com/llama-downloads/", "used_for": "Product, platform, or operating reference for Meta Llama scope and source checks." } @@ -142104,7 +142104,7 @@ "summary": "Use this bundle to plan or review work in Make (Make.com) before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Make automation design brief. Start source review with help.make.com.", "meta_description": "Free Make Markdown bundle with workflows, source references, and make automation design brief for use with AI assistants.", "social_summary": "Make: make automation design brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,503 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,503 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Make (Make.com)", "Teams working in Technology, Operations, Cross-industry" @@ -142270,10 +142270,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Microsoft Copilot.", - "summary": "Use this bundle to plan or review work in Microsoft Copilot before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Microsoft Copilot adoption and review brief. Start source review with Microsoft Learn — En Us / Copilot.", + "summary": "Use this bundle to plan or review work in Microsoft Copilot before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Microsoft Copilot adoption and review brief. Start source review with Microsoft Learn \u2014 En Us / Copilot.", "meta_description": "Free Microsoft Copilot Markdown bundle with workflows, source references, and microsoft Copilot adoption and review brief for use with AI assistants.", "social_summary": "Microsoft Copilot: microsoft Copilot adoption and review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,549 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,549 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Microsoft Copilot", "Teams working in Technology, Professional services, Cross-industry" @@ -142286,7 +142286,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Microsoft Copilot and produce Microsoft Copilot adoption and review brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Microsoft Learn — En Us / Copilot, then confirm that the reference is current and applicable. Inspect Microsoft Copilot Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Microsoft Copilot and produce Microsoft Copilot adoption and review brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Microsoft Learn \u2014 En Us / Copilot, then confirm that the reference is current and applicable. Inspect Microsoft Copilot Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -142318,12 +142318,12 @@ ], "source_notes": [ { - "label": "Microsoft Learn — En Us / Copilot", + "label": "Microsoft Learn \u2014 En Us / Copilot", "url": "https://learn.microsoft.com/en-us/copilot/", "used_for": "Product, platform, or operating reference for Microsoft Copilot scope and source checks." }, { - "label": "Microsoft Learn — Security / Ai Red Team", + "label": "Microsoft Learn \u2014 Security / Ai Red Team", "url": "https://learn.microsoft.com/en-us/security/ai-red-team/", "used_for": "Product, platform, or operating reference for Microsoft Copilot scope and source checks." } @@ -142438,10 +142438,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Dynamics 365 Customer Service.", - "summary": "Use this bundle to plan or review work in Dynamics 365 Customer Service before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Dynamics 365 Customer Service case design brief. Start source review with Microsoft Learn — Administer / Overview Cases.", + "summary": "Use this bundle to plan or review work in Dynamics 365 Customer Service before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Dynamics 365 Customer Service case design brief. Start source review with Microsoft Learn \u2014 Administer / Overview Cases.", "meta_description": "Free Dynamics 365 Customer Service Markdown bundle with workflows, source references, and dynamics 365 Customer Service case design brief for use with AI.", "social_summary": "Dynamics 365 Customer Service: dynamics 365 Customer Service case design brief, workflows, and review.", - "download_note": "10 Markdown files · 1,578 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,578 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Dynamics 365 Customer Service", "Teams working in Technology, Operations, Cross-industry" @@ -142454,7 +142454,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Dynamics 365 Customer Service and produce Dynamics 365 Customer Service case design brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Microsoft Learn — Administer / Overview Cases, then confirm that the reference is current and applicable. Inspect Dynamics 365 Customer Service Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Dynamics 365 Customer Service and produce Dynamics 365 Customer Service case design brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Microsoft Learn \u2014 Administer / Overview Cases, then confirm that the reference is current and applicable. Inspect Dynamics 365 Customer Service Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -142486,7 +142486,7 @@ ], "source_notes": [ { - "label": "Microsoft Learn — Administer / Overview Cases", + "label": "Microsoft Learn \u2014 Administer / Overview Cases", "url": "https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/overview-cases", "used_for": "Product, platform, or operating reference for Dynamics 365 Customer Service scope and source checks." } @@ -142602,10 +142602,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Dynamics 365 Finance.", - "summary": "Use this bundle to plan or review work in Dynamics 365 Finance before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Dynamics 365 Finance change and control brief. Start source review with Microsoft Learn — Dynamics365 / Finance.", + "summary": "Use this bundle to plan or review work in Dynamics 365 Finance before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Dynamics 365 Finance change and control brief. Start source review with Microsoft Learn \u2014 Dynamics365 / Finance.", "meta_description": "Free Dynamics 365 Finance Markdown bundle with workflows, source references, and dynamics 365 Finance change and control brief for use with AI assistants.", "social_summary": "Dynamics 365 Finance: dynamics 365 Finance change and control brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,569 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,569 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Dynamics 365 Finance", "Teams working in Technology, Operations, Cross-industry" @@ -142618,7 +142618,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Dynamics 365 Finance and produce Dynamics 365 Finance change and control brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Microsoft Learn — Dynamics365 / Finance, then confirm that the reference is current and applicable. Inspect Dynamics 365 Finance Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Dynamics 365 Finance and produce Dynamics 365 Finance change and control brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Microsoft Learn \u2014 Dynamics365 / Finance, then confirm that the reference is current and applicable. Inspect Dynamics 365 Finance Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -142650,7 +142650,7 @@ ], "source_notes": [ { - "label": "Microsoft Learn — Dynamics365 / Finance", + "label": "Microsoft Learn \u2014 Dynamics365 / Finance", "url": "https://learn.microsoft.com/en-us/dynamics365/finance/", "used_for": "Product, platform, or operating reference for Dynamics 365 Finance scope and source checks." } @@ -142765,10 +142765,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Microsoft Dynamics 365 Sales.", - "summary": "Use this bundle to plan or review work in Microsoft Dynamics 365 Sales before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Dynamics 365 Sales process design brief. Start source review with Microsoft Learn — Dynamics365 / Sales.", + "summary": "Use this bundle to plan or review work in Microsoft Dynamics 365 Sales before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Dynamics 365 Sales process design brief. Start source review with Microsoft Learn \u2014 Dynamics365 / Sales.", "meta_description": "Free Microsoft Dynamics 365 Sales Markdown bundle with workflows, source references, and dynamics 365 Sales process design brief for use with AI assistants.", "social_summary": "Microsoft Dynamics 365 Sales: dynamics 365 Sales process design brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,572 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,572 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Microsoft Dynamics 365 Sales", "Teams working in Technology, Operations, Cross-industry" @@ -142781,7 +142781,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Microsoft Dynamics 365 Sales and produce Dynamics 365 Sales process design brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Microsoft Learn — Dynamics365 / Sales, then confirm that the reference is current and applicable. Inspect Microsoft Dynamics 365 Sales Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Microsoft Dynamics 365 Sales and produce Dynamics 365 Sales process design brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Microsoft Learn \u2014 Dynamics365 / Sales, then confirm that the reference is current and applicable. Inspect Microsoft Dynamics 365 Sales Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -142813,7 +142813,7 @@ ], "source_notes": [ { - "label": "Microsoft Learn — Dynamics365 / Sales", + "label": "Microsoft Learn \u2014 Dynamics365 / Sales", "url": "https://learn.microsoft.com/en-us/dynamics365/sales/overview", "used_for": "Product, platform, or operating reference for Microsoft Dynamics 365 Sales scope and source checks." } @@ -142928,10 +142928,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Microsoft Fabric.", - "summary": "Use this bundle to plan or review work in Microsoft Fabric before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Microsoft Fabric workload and governance brief. Start source review with Microsoft Learn — Fundamentals / Microsoft Fabric Overview.", + "summary": "Use this bundle to plan or review work in Microsoft Fabric before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Microsoft Fabric workload and governance brief. Start source review with Microsoft Learn \u2014 Fundamentals / Microsoft Fabric Overview.", "meta_description": "Free Microsoft Fabric Markdown bundle with workflows, source references, and microsoft Fabric workload and governance brief for use with AI assistants.", "social_summary": "Microsoft Fabric: microsoft Fabric workload and governance brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,540 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,540 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Microsoft Fabric", "Teams working in Technology, Operations, Cross-industry" @@ -142944,7 +142944,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Microsoft Fabric and produce Microsoft Fabric workload and governance brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Microsoft Learn — Fundamentals / Microsoft Fabric Overview, then confirm that the reference is current and applicable. Inspect Microsoft Fabric Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Microsoft Fabric and produce Microsoft Fabric workload and governance brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Microsoft Learn \u2014 Fundamentals / Microsoft Fabric Overview, then confirm that the reference is current and applicable. Inspect Microsoft Fabric Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -142976,7 +142976,7 @@ ], "source_notes": [ { - "label": "Microsoft Learn — Fundamentals / Microsoft Fabric Overview", + "label": "Microsoft Learn \u2014 Fundamentals / Microsoft Fabric Overview", "url": "https://learn.microsoft.com/en-us/fabric/fundamentals/microsoft-fabric-overview", "used_for": "Product, platform, or operating reference for Microsoft Fabric scope and source checks." } @@ -143091,10 +143091,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Microsoft Power Automate.", - "summary": "Use this bundle to plan or review work in Microsoft Power Automate before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Power Automate flow design and control brief. Start source review with Microsoft Learn — Power Automate / Getting Started.", + "summary": "Use this bundle to plan or review work in Microsoft Power Automate before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Power Automate flow design and control brief. Start source review with Microsoft Learn \u2014 Power Automate / Getting Started.", "meta_description": "Free Microsoft Power Automate Markdown bundle with workflows, source references, and power Automate flow design and control brief for use with AI.", "social_summary": "Microsoft Power Automate: power Automate flow design and control brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,584 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,584 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Microsoft Power Automate", "Teams working in Technology, Operations, Cross-industry" @@ -143107,7 +143107,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Microsoft Power Automate and produce Power Automate flow design and control brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Microsoft Learn — Power Automate / Getting Started, then confirm that the reference is current and applicable. Inspect Microsoft Power Automate Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Microsoft Power Automate and produce Power Automate flow design and control brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Microsoft Learn \u2014 Power Automate / Getting Started, then confirm that the reference is current and applicable. Inspect Microsoft Power Automate Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -143139,7 +143139,7 @@ ], "source_notes": [ { - "label": "Microsoft Learn — Power Automate / Getting Started", + "label": "Microsoft Learn \u2014 Power Automate / Getting Started", "url": "https://learn.microsoft.com/en-us/power-automate/getting-started", "used_for": "Product, platform, or operating reference for Microsoft Power Automate scope and source checks." } @@ -143256,10 +143256,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Microsoft Teams.", - "summary": "Use this bundle to plan or review work in Microsoft Teams before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Microsoft Teams collaboration and governance brief. Start source review with Microsoft Learn — Graph / Teams Concept Overview.", + "summary": "Use this bundle to plan or review work in Microsoft Teams before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Microsoft Teams collaboration and governance brief. Start source review with Microsoft Learn \u2014 Graph / Teams Concept Overview.", "meta_description": "Free Microsoft Teams Markdown bundle with workflows, source references, and microsoft Teams collaboration and governance brief for use with AI assistants.", "social_summary": "Microsoft Teams: microsoft Teams collaboration and governance brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,543 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,543 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Microsoft Teams", "Teams working in Technology, Operations, Cross-industry" @@ -143272,7 +143272,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Microsoft Teams and produce Microsoft Teams collaboration and governance brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Microsoft Learn — Graph / Teams Concept Overview, then confirm that the reference is current and applicable. Inspect Microsoft Teams Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Microsoft Teams and produce Microsoft Teams collaboration and governance brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with Microsoft Learn \u2014 Graph / Teams Concept Overview, then confirm that the reference is current and applicable. Inspect Microsoft Teams Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -143304,12 +143304,12 @@ ], "source_notes": [ { - "label": "Microsoft Learn — Graph / Teams Concept Overview", + "label": "Microsoft Learn \u2014 Graph / Teams Concept Overview", "url": "https://learn.microsoft.com/en-us/graph/teams-concept-overview", "used_for": "Product, platform, or operating reference for Microsoft Teams scope and source checks." }, { - "label": "Microsoft Learn — Microsoftteams / Teams Overview", + "label": "Microsoft Learn \u2014 Microsoftteams / Teams Overview", "url": "https://learn.microsoft.com/en-us/microsoftteams/teams-overview", "used_for": "Product, platform, or operating reference for Microsoft Teams scope and source checks." } @@ -143426,10 +143426,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Odoo (Odoo ERP).", - "summary": "Use this bundle to plan or review work in Odoo (Odoo ERP) before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Odoo integration and change brief. Start source review with odoo.com — Documentation / 19.0.", + "summary": "Use this bundle to plan or review work in Odoo (Odoo ERP) before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Odoo integration and change brief. Start source review with odoo.com \u2014 Documentation / 19.0.", "meta_description": "Free Odoo Markdown bundle with workflows, source references, and odoo integration and change brief for use with AI assistants.", "social_summary": "Odoo: odoo integration and change brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,500 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,500 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Odoo (Odoo ERP)", "Teams working in Technology, Operations, Cross-industry" @@ -143442,7 +143442,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Odoo (Odoo ERP) and produce Odoo integration and change brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with odoo.com — Documentation / 19.0, then confirm that the reference is current and applicable. Inspect Odoo Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Odoo (Odoo ERP) and produce Odoo integration and change brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with odoo.com \u2014 Documentation / 19.0, then confirm that the reference is current and applicable. Inspect Odoo Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -143474,12 +143474,12 @@ ], "source_notes": [ { - "label": "odoo.com — Documentation / 19.0", + "label": "odoo.com \u2014 Documentation / 19.0", "url": "https://www.odoo.com/documentation/19.0/", "used_for": "Product, platform, or operating reference for Odoo scope and source checks." }, { - "label": "odoo.com — Reference / External API", + "label": "odoo.com \u2014 Reference / External API", "url": "https://www.odoo.com/documentation/19.0/developer/reference/external_api.html", "used_for": "Product, platform, or operating reference for Odoo scope and source checks." } @@ -143596,10 +143596,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Oracle Fusion Cloud ERP.", - "summary": "Use this bundle to plan or review work in Oracle Fusion Cloud ERP before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Oracle Fusion Cloud ERP implementation and control brief. Start source review with docs.oracle.com — Saas / Financials.", + "summary": "Use this bundle to plan or review work in Oracle Fusion Cloud ERP before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Oracle Fusion Cloud ERP implementation and control brief. Start source review with docs.oracle.com \u2014 Saas / Financials.", "meta_description": "Free Oracle Fusion Cloud ERP Markdown bundle with workflows, source references, and oracle Fusion Cloud ERP implementation and control brief for use with.", "social_summary": "Oracle Fusion Cloud ERP: oracle Fusion Cloud ERP implementation and control brief, workflows, and review.", - "download_note": "10 Markdown files · 1,633 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,633 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Oracle Fusion Cloud ERP", "Teams working in Technology, Operations, Cross-industry" @@ -143612,7 +143612,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Oracle Fusion Cloud ERP and produce Oracle Fusion Cloud ERP implementation and control brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with docs.oracle.com — Saas / Financials, then confirm that the reference is current and applicable. Inspect Oracle Fusion Cloud ERP Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Oracle Fusion Cloud ERP and produce Oracle Fusion Cloud ERP implementation and control brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with docs.oracle.com \u2014 Saas / Financials, then confirm that the reference is current and applicable. Inspect Oracle Fusion Cloud ERP Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -143644,12 +143644,12 @@ ], "source_notes": [ { - "label": "docs.oracle.com — Saas / Financials", + "label": "docs.oracle.com \u2014 Saas / Financials", "url": "https://docs.oracle.com/en/cloud/saas/financials/", "used_for": "Product, platform, or operating reference for Oracle Fusion Cloud ERP scope and source checks." }, { - "label": "oracle.com — Erp", + "label": "oracle.com \u2014 Erp", "url": "https://www.oracle.com/erp/", "used_for": "Product, platform, or operating reference for Oracle Fusion Cloud ERP scope and source checks." } @@ -143765,10 +143765,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Salesforce Sales Cloud.", - "summary": "Use this bundle to plan or review work in Salesforce Sales Cloud before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Sales Cloud process and governance brief. Start source review with help.salesforce.com — S / ArticleView.", + "summary": "Use this bundle to plan or review work in Salesforce Sales Cloud before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Sales Cloud process and governance brief. Start source review with help.salesforce.com \u2014 S / ArticleView.", "meta_description": "Free Salesforce Sales Cloud Markdown bundle with workflows, source references, and sales Cloud process and governance brief for use with AI assistants.", "social_summary": "Salesforce Sales Cloud: sales Cloud process and governance brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,593 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,593 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Salesforce Sales Cloud", "Teams working in Technology, Operations, Cross-industry" @@ -143781,7 +143781,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Salesforce Sales Cloud and produce Sales Cloud process and governance brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with help.salesforce.com — S / ArticleView, then confirm that the reference is current and applicable. Inspect Salesforce Sales Cloud Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Salesforce Sales Cloud and produce Sales Cloud process and governance brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with help.salesforce.com \u2014 S / ArticleView, then confirm that the reference is current and applicable. Inspect Salesforce Sales Cloud Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -143813,12 +143813,12 @@ ], "source_notes": [ { - "label": "help.salesforce.com — S / ArticleView", + "label": "help.salesforce.com \u2014 S / ArticleView", "url": "https://help.salesforce.com/s/articleView?id=sales.sales_core.htm&type=5", "used_for": "Product, platform, or operating reference for Salesforce Sales Cloud scope and source checks." }, { - "label": "salesforce.com — Sales / Cloud", + "label": "salesforce.com \u2014 Sales / Cloud", "url": "https://www.salesforce.com/sales/cloud/", "used_for": "Product, platform, or operating reference for Salesforce Sales Cloud scope and source checks." } @@ -143933,10 +143933,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with SAP BusinessObjects BI.", - "summary": "Use this bundle to plan or review work in SAP BusinessObjects BI before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is SAP BusinessObjects BI reporting and governance brief. Start source review with help.sap.com — Docs / SAP BUSINESSOBJECTS BUSINESS INTELLIGENCE PLATFORM.", + "summary": "Use this bundle to plan or review work in SAP BusinessObjects BI before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is SAP BusinessObjects BI reporting and governance brief. Start source review with help.sap.com \u2014 Docs / SAP BUSINESSOBJECTS BUSINESS INTELLIGENCE PLATFORM.", "meta_description": "Free SAP BusinessObjects BI Markdown bundle with workflows, source references, and sAP BusinessObjects BI reporting and governance brief for use with AI.", "social_summary": "SAP BusinessObjects BI: sAP BusinessObjects BI reporting and governance brief, workflows, and review.", - "download_note": "10 Markdown files · 1,568 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,568 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in SAP BusinessObjects BI", "Teams working in Technology, Operations, Cross-industry" @@ -143949,7 +143949,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review SAP BusinessObjects BI and produce SAP BusinessObjects BI reporting and governance brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with help.sap.com — Docs / SAP BUSINESSOBJECTS BUSINESS INTELLIGENCE PLATFORM, then confirm that the reference is current and applicable. Inspect SAP BusinessObjects BI Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review SAP BusinessObjects BI and produce SAP BusinessObjects BI reporting and governance brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with help.sap.com \u2014 Docs / SAP BUSINESSOBJECTS BUSINESS INTELLIGENCE PLATFORM, then confirm that the reference is current and applicable. Inspect SAP BusinessObjects BI Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -143981,7 +143981,7 @@ ], "source_notes": [ { - "label": "help.sap.com — Docs / SAP BUSINESSOBJECTS BUSINESS INTELLIGENCE PLATFORM", + "label": "help.sap.com \u2014 Docs / SAP BUSINESSOBJECTS BUSINESS INTELLIGENCE PLATFORM", "url": "https://help.sap.com/docs/SAP_BUSINESSOBJECTS_BUSINESS_INTELLIGENCE_PLATFORM", "used_for": "Product, platform, or operating reference for SAP BusinessObjects BI scope and source checks." } @@ -144096,10 +144096,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with SAP SuccessFactors Recruiting.", - "summary": "Use this bundle to plan or review work in SAP SuccessFactors Recruiting before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is SuccessFactors Recruiting configuration and fairness brief. Start source review with help.sap.com — Docs / Successfactors Recruiting.", + "summary": "Use this bundle to plan or review work in SAP SuccessFactors Recruiting before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is SuccessFactors Recruiting configuration and fairness brief. Start source review with help.sap.com \u2014 Docs / Successfactors Recruiting.", "meta_description": "Free SAP SuccessFactors Recruiting Markdown bundle with workflows, source references, and successFactors Recruiting configuration and fairness brief for.", "social_summary": "SAP SuccessFactors Recruiting: successFactors Recruiting configuration and fairness brief, workflows.", - "download_note": "10 Markdown files · 1,572 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,572 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in SAP SuccessFactors Recruiting", "Teams working in Technology, Operations, Cross-industry" @@ -144112,7 +144112,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review SAP SuccessFactors Recruiting and produce SuccessFactors Recruiting configuration and fairness brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with help.sap.com — Docs / Successfactors Recruiting, then confirm that the reference is current and applicable. Inspect SAP SuccessFactors Recruiting Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review SAP SuccessFactors Recruiting and produce SuccessFactors Recruiting configuration and fairness brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with help.sap.com \u2014 Docs / Successfactors Recruiting, then confirm that the reference is current and applicable. Inspect SAP SuccessFactors Recruiting Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -144144,7 +144144,7 @@ ], "source_notes": [ { - "label": "help.sap.com — Docs / Successfactors Recruiting", + "label": "help.sap.com \u2014 Docs / Successfactors Recruiting", "url": "https://help.sap.com/docs/successfactors-recruiting", "used_for": "Product, platform, or operating reference for SAP SuccessFactors Recruiting scope and source checks." } @@ -144259,10 +144259,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with ServiceNow Customer Service Management.", - "summary": "Use this bundle to plan or review work in ServiceNow Customer Service Management before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is ServiceNow CSM case and access design brief. Start source review with servicenow.com — Concept / C CustomerServiceManagement.", + "summary": "Use this bundle to plan or review work in ServiceNow Customer Service Management before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is ServiceNow CSM case and access design brief. Start source review with servicenow.com \u2014 Concept / C CustomerServiceManagement.", "meta_description": "Free ServiceNow Customer Service Management Markdown bundle with workflows, source references, and serviceNow CSM case and access design brief for use with.", "social_summary": "ServiceNow Customer Service Management: serviceNow CSM case and access design brief, workflows, and.", - "download_note": "10 Markdown files · 1,630 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,630 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in ServiceNow Customer Service Management", "Teams working in Technology, Operations, Cross-industry" @@ -144275,7 +144275,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review ServiceNow Customer Service Management and produce ServiceNow CSM case and access design brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with servicenow.com — Concept / C CustomerServiceManagement, then confirm that the reference is current and applicable. Inspect ServiceNow Customer Service Management Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review ServiceNow Customer Service Management and produce ServiceNow CSM case and access design brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with servicenow.com \u2014 Concept / C CustomerServiceManagement, then confirm that the reference is current and applicable. Inspect ServiceNow Customer Service Management Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -144307,7 +144307,7 @@ ], "source_notes": [ { - "label": "servicenow.com — Concept / C CustomerServiceManagement", + "label": "servicenow.com \u2014 Concept / C CustomerServiceManagement", "url": "https://www.servicenow.com/docs/bundle/zurich-customer-service-management/page/product/customer-service-management/concept/c_CustomerServiceManagement.html", "used_for": "Product, platform, or operating reference for ServiceNow Customer Service Management scope and source checks." } @@ -144426,7 +144426,7 @@ "summary": "Use this bundle to plan or review work in Teradata Vantage before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Teradata Vantage workload and data governance brief. Start source review with developers.teradata.com.", "meta_description": "Free Teradata Vantage Markdown bundle with workflows, source references, and teradata Vantage workload and data governance brief for use with AI assistants.", "social_summary": "Teradata Vantage: teradata Vantage workload and data governance brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,578 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,578 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Teradata Vantage", "Teams working in Technology, Operations, Cross-industry" @@ -144595,7 +144595,7 @@ "summary": "Use this bundle to plan or review work in UiPath before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is UiPath automation design and control brief. Start source review with docs.uipath.com.", "meta_description": "Free UiPath Markdown bundle with workflows, source references, and uiPath automation design and control brief for use with AI assistants.", "social_summary": "UiPath: uiPath automation design and control brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,558 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,558 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in UiPath", "Teams working in Technology, Operations, Cross-industry" @@ -144756,10 +144756,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Vim and Neovim.", - "summary": "Use this bundle to plan or review work in Vim and Neovim before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Vim and Neovim configuration review brief. Start source review with neovim.io — Doc / User.", + "summary": "Use this bundle to plan or review work in Vim and Neovim before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Vim and Neovim configuration review brief. Start source review with neovim.io \u2014 Doc / User.", "meta_description": "Free Vim and Neovim Markdown bundle with workflows, source references, and vim and Neovim configuration review brief for use with AI assistants.", "social_summary": "Vim and Neovim: vim and Neovim configuration review brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,586 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,586 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Vim and Neovim", "Teams working in Technology, Operations, Cross-industry" @@ -144772,7 +144772,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Vim and Neovim and produce Vim and Neovim configuration review brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with neovim.io — Doc / User, then confirm that the reference is current and applicable. Inspect Vim and Neovim Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Vim and Neovim and produce Vim and Neovim configuration review brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with neovim.io \u2014 Doc / User, then confirm that the reference is current and applicable. Inspect Vim and Neovim Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -144804,7 +144804,7 @@ ], "source_notes": [ { - "label": "neovim.io — Doc / User", + "label": "neovim.io \u2014 Doc / User", "url": "https://neovim.io/doc/user/", "used_for": "Product, platform, or operating reference for Vim and Neovim scope and source checks." }, @@ -144925,10 +144925,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Workday Recruiting.", - "summary": "Use this bundle to plan or review work in Workday Recruiting before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Workday Recruiting configuration and fairness brief. Start source review with doc.workday.com — Recruiting Setup / Dan1370797437135.", + "summary": "Use this bundle to plan or review work in Workday Recruiting before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Workday Recruiting configuration and fairness brief. Start source review with doc.workday.com \u2014 Recruiting Setup / Dan1370797437135.", "meta_description": "Free Workday Recruiting Markdown bundle with workflows, source references, and workday Recruiting configuration and fairness brief for use with AI.", "social_summary": "Workday Recruiting: workday Recruiting configuration and fairness brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,592 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,592 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Workday Recruiting", "Teams working in Technology, Operations, Cross-industry" @@ -144941,7 +144941,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Workday Recruiting and produce Workday Recruiting configuration and fairness brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with doc.workday.com — Recruiting Setup / Dan1370797437135, then confirm that the reference is current and applicable. Inspect Workday Recruiting Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Workday Recruiting and produce Workday Recruiting configuration and fairness brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with doc.workday.com \u2014 Recruiting Setup / Dan1370797437135, then confirm that the reference is current and applicable. Inspect Workday Recruiting Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -144973,12 +144973,12 @@ ], "source_notes": [ { - "label": "doc.workday.com — Recruiting Setup / Dan1370797437135", + "label": "doc.workday.com \u2014 Recruiting Setup / Dan1370797437135", "url": "https://doc.workday.com/admin-guide/en-us/human-capital-management/recruiting/recruiting-setup/dan1370797437135.html", "used_for": "Product, platform, or operating reference for Workday Recruiting scope and source checks." }, { - "label": "workday.com — Talent Management / Talent Acquisition", + "label": "workday.com \u2014 Talent Management / Talent Acquisition", "url": "https://www.workday.com/en-us/products/talent-management/talent-acquisition.html", "used_for": "Product, platform, or operating reference for Workday Recruiting scope and source checks." } @@ -145095,10 +145095,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with X Ads (Twitter Ads).", - "summary": "Use this bundle to plan or review work in X Ads (Twitter Ads) before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is X Ads campaign and spend-control brief. Start source review with business.x.com — Help / Campaign Setup.", + "summary": "Use this bundle to plan or review work in X Ads (Twitter Ads) before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is X Ads campaign and spend-control brief. Start source review with business.x.com \u2014 Help / Campaign Setup.", "meta_description": "Free X Ads Markdown bundle with workflows, source references, and x Ads campaign and spend-control brief for use with AI assistants.", "social_summary": "X Ads: x Ads campaign and spend-control brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,571 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,571 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in X Ads (Twitter Ads)", "Teams working in Technology, Operations, Cross-industry" @@ -145111,7 +145111,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review X Ads (Twitter Ads) and produce X Ads campaign and spend-control brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with business.x.com — Help / Campaign Setup, then confirm that the reference is current and applicable. Inspect X Ads Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review X Ads (Twitter Ads) and produce X Ads campaign and spend-control brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with business.x.com \u2014 Help / Campaign Setup, then confirm that the reference is current and applicable. Inspect X Ads Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -145143,12 +145143,12 @@ ], "source_notes": [ { - "label": "business.x.com — Help / Campaign Setup", + "label": "business.x.com \u2014 Help / Campaign Setup", "url": "https://business.x.com/en/help/campaign-setup", "used_for": "Product, platform, or operating reference for X Ads scope and source checks." }, { - "label": "docs.x.com — X Ads API / Campaign Management", + "label": "docs.x.com \u2014 X Ads API / Campaign Management", "url": "https://docs.x.com/x-ads-api/campaign-management", "used_for": "Product, platform, or operating reference for X Ads scope and source checks." } @@ -145264,10 +145264,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Zoom Workplace.", - "summary": "Use this bundle to plan or review work in Zoom Workplace before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Zoom Workplace collaboration and governance brief. Start source review with developers.zoom.us — Docs / API.", + "summary": "Use this bundle to plan or review work in Zoom Workplace before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Zoom Workplace collaboration and governance brief. Start source review with developers.zoom.us \u2014 Docs / API.", "meta_description": "Free Zoom Workplace Markdown bundle with workflows, source references, and zoom Workplace collaboration and governance brief for use with AI assistants.", "social_summary": "Zoom Workplace: zoom Workplace collaboration and governance brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,599 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,599 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Zoom Workplace", "Teams working in Technology, Operations, Cross-industry" @@ -145280,7 +145280,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Zoom Workplace and produce Zoom Workplace collaboration and governance brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with developers.zoom.us — Docs / API, then confirm that the reference is current and applicable. Inspect Zoom Workplace Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Zoom Workplace and produce Zoom Workplace collaboration and governance brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with developers.zoom.us \u2014 Docs / API, then confirm that the reference is current and applicable. Inspect Zoom Workplace Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -145312,7 +145312,7 @@ ], "source_notes": [ { - "label": "developers.zoom.us — Docs / API", + "label": "developers.zoom.us \u2014 Docs / API", "url": "https://developers.zoom.us/docs/api/", "used_for": "Product, platform, or operating reference for Zoom Workplace scope and source checks." }, @@ -145436,7 +145436,7 @@ "summary": "Use this bundle to plan or review work in ZoomInfo Sales before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is ZoomInfo Sales data-use and integration brief. Start source review with zoominfo.com.", "meta_description": "Free ZoomInfo Sales Markdown bundle with workflows, source references, and zoomInfo Sales data-use and integration brief for use with AI assistants.", "social_summary": "ZoomInfo Sales: zoomInfo Sales data-use and integration brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,591 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,591 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in ZoomInfo Sales", "Teams working in Technology, Operations, Cross-industry" @@ -145486,7 +145486,7 @@ "used_for": "Product, platform, or operating reference for ZoomInfo Sales scope and source checks." }, { - "label": "zoominfo.com — Privacy Center", + "label": "zoominfo.com \u2014 Privacy Center", "url": "https://www.zoominfo.com/privacy-center", "used_for": "Product, platform, or operating reference for ZoomInfo Sales scope and source checks." } @@ -145602,10 +145602,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Canva.", - "summary": "Use this bundle to plan or review work in Canva before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Canva creative integration and rights brief. Start source review with canva.dev — Docs / Connect.", + "summary": "Use this bundle to plan or review work in Canva before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Canva creative integration and rights brief. Start source review with canva.dev \u2014 Docs / Connect.", "meta_description": "Free Canva Markdown bundle with workflows, source references, and canva creative integration and rights brief for use with AI assistants.", "social_summary": "Canva: canva creative integration and rights brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,581 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,581 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Canva", "Teams working in Technology, Operations, Cross-industry" @@ -145618,7 +145618,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Canva and produce Canva creative integration and rights brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with canva.dev — Docs / Connect, then confirm that the reference is current and applicable. Inspect Canva Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Canva and produce Canva creative integration and rights brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with canva.dev \u2014 Docs / Connect, then confirm that the reference is current and applicable. Inspect Canva Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -145650,12 +145650,12 @@ ], "source_notes": [ { - "label": "canva.dev — Docs / Connect", + "label": "canva.dev \u2014 Docs / Connect", "url": "https://www.canva.dev/docs/connect/", "used_for": "Product, platform, or operating reference for Canva scope and source checks." }, { - "label": "canva.com — Policies / Canva Developer Terms", + "label": "canva.com \u2014 Policies / Canva Developer Terms", "url": "https://www.canva.com/policies/canva-developer-terms/", "used_for": "Product, platform, or operating reference for Canva scope and source checks." } @@ -145777,7 +145777,7 @@ "summary": "Use this bundle to plan or review work in Epic (EpicCare) before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Epic interoperability and clinical-safety brief. Start source review with fhir.epic.com.", "meta_description": "Free Epic Markdown bundle with workflows, source references, and epic interoperability and clinical-safety brief for use with AI assistants.", "social_summary": "Epic: epic interoperability and clinical-safety brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,572 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,572 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Epic (EpicCare)", "Teams working in Technology, Operations, Cross-industry" @@ -145827,7 +145827,7 @@ "used_for": "Product, platform, or operating reference for Epic scope and source checks." }, { - "label": "open.epic.com — Interface / FHIR", + "label": "open.epic.com \u2014 Interface / FHIR", "url": "https://open.epic.com/interface/FHIR", "used_for": "Product, platform, or operating reference for Epic scope and source checks." } @@ -145944,10 +145944,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Oracle NetSuite.", - "summary": "Use this bundle to plan or review work in Oracle NetSuite before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is NetSuite ERP change and control brief. Start source review with docs.oracle.com — Saas / Netsuite.", + "summary": "Use this bundle to plan or review work in Oracle NetSuite before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is NetSuite ERP change and control brief. Start source review with docs.oracle.com \u2014 Saas / Netsuite.", "meta_description": "Free Oracle NetSuite Markdown bundle with workflows, source references, and netSuite ERP change and control brief for use with AI assistants.", "social_summary": "Oracle NetSuite: netSuite ERP change and control brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,583 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,583 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Oracle NetSuite", "Teams working in Technology, Operations, Cross-industry" @@ -145960,7 +145960,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Oracle NetSuite and produce NetSuite ERP change and control brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with docs.oracle.com — Saas / Netsuite, then confirm that the reference is current and applicable. Inspect Oracle NetSuite Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Oracle NetSuite and produce NetSuite ERP change and control brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with docs.oracle.com \u2014 Saas / Netsuite, then confirm that the reference is current and applicable. Inspect Oracle NetSuite Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -145992,12 +145992,12 @@ ], "source_notes": [ { - "label": "docs.oracle.com — Saas / Netsuite", + "label": "docs.oracle.com \u2014 Saas / Netsuite", "url": "https://docs.oracle.com/en/cloud/saas/netsuite/index.html", "used_for": "Product, platform, or operating reference for Oracle NetSuite scope and source checks." }, { - "label": "netsuite.com — Products / Erp.shtml", + "label": "netsuite.com \u2014 Products / Erp.shtml", "url": "https://www.netsuite.com/portal/products/erp.shtml", "used_for": "Product, platform, or operating reference for Oracle NetSuite scope and source checks." } @@ -146116,10 +146116,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Oracle Health.", - "summary": "Use this bundle to plan or review work in Oracle Health before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Oracle Health interoperability and clinical-safety brief. Start source review with oracle.com — Health / Developer.", + "summary": "Use this bundle to plan or review work in Oracle Health before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Oracle Health interoperability and clinical-safety brief. Start source review with oracle.com \u2014 Health / Developer.", "meta_description": "Free Oracle Health Markdown bundle with workflows, source references, and oracle Health interoperability and clinical-safety brief for use with AI.", "social_summary": "Oracle Health: oracle Health interoperability and clinical-safety brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,615 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,615 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Oracle Health", "Teams working in Technology, Operations, Cross-industry" @@ -146132,7 +146132,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Oracle Health and produce Oracle Health interoperability and clinical-safety brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with oracle.com — Health / Developer, then confirm that the reference is current and applicable. Inspect Oracle Health Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Oracle Health and produce Oracle Health interoperability and clinical-safety brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with oracle.com \u2014 Health / Developer, then confirm that the reference is current and applicable. Inspect Oracle Health Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -146164,12 +146164,12 @@ ], "source_notes": [ { - "label": "oracle.com — Health / Developer", + "label": "oracle.com \u2014 Health / Developer", "url": "https://www.oracle.com/health/developer/", "used_for": "Product, platform, or operating reference for Oracle Health scope and source checks." }, { - "label": "docs.oracle.com — Oracle Health Ehr / Guides", + "label": "docs.oracle.com \u2014 Oracle Health Ehr / Guides", "url": "https://docs.oracle.com/en/industries/health/oracle-health-ehr/guides.html", "used_for": "Product, platform, or operating reference for Oracle Health scope and source checks." } @@ -146290,7 +146290,7 @@ "summary": "Use this bundle to plan or review work in Availity before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Availity transaction and data-control brief. Start source review with developer.availity.com.", "meta_description": "Free Availity Markdown bundle with workflows, source references, and availity transaction and data-control brief for use with AI assistants.", "social_summary": "Availity: availity transaction and data-control brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,569 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,569 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Availity", "Teams working in Technology, Operations, Cross-industry" @@ -146460,7 +146460,7 @@ "summary": "Use this bundle to plan or review work in Ironclad before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Ironclad contract workflow and control brief. Start source review with developer.ironcladapp.com.", "meta_description": "Free Ironclad Markdown bundle with workflows, source references, and ironclad contract workflow and control brief for use with AI assistants.", "social_summary": "Ironclad: ironclad contract workflow and control brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,592 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,592 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Ironclad", "Teams working in Technology, Operations, Cross-industry" @@ -146510,7 +146510,7 @@ "used_for": "Product, platform, or operating reference for Ironclad scope and source checks." }, { - "label": "support.ironcladapp.com — Articles / 12278082472855 Ironclad S Public API Overview", + "label": "support.ironcladapp.com \u2014 Articles / 12278082472855 Ironclad S Public API Overview", "url": "https://support.ironcladapp.com/hc/en-us/articles/12278082472855-Ironclad-s-Public-API-Overview", "used_for": "Product, platform, or operating reference for Ironclad scope and source checks." } @@ -146630,7 +146630,7 @@ "summary": "Use this bundle to plan or review work in Gong (Gong Revenue Intelligence) before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Gong conversation-data and governance brief. Start source review with help.gong.io.", "meta_description": "Free Gong Markdown bundle with workflows, source references, and gong conversation-data and governance brief for use with AI assistants.", "social_summary": "Gong: gong conversation-data and governance brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,582 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,582 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Gong (Gong Revenue Intelligence)", "Teams working in Technology, Operations, Cross-industry" @@ -146796,10 +146796,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Outreach.", - "summary": "Use this bundle to plan or review work in Outreach before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Outreach sequence and compliance brief. Start source review with developers.outreach.io — API.", + "summary": "Use this bundle to plan or review work in Outreach before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Outreach sequence and compliance brief. Start source review with developers.outreach.io \u2014 API.", "meta_description": "Free Outreach Markdown bundle with workflows, source references, and outreach sequence and compliance brief for use with AI assistants.", "social_summary": "Outreach: outreach sequence and compliance brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,554 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,554 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Outreach", "Teams working in Technology, Operations, Cross-industry" @@ -146812,7 +146812,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Outreach and produce Outreach sequence and compliance brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with developers.outreach.io — API, then confirm that the reference is current and applicable. Inspect Outreach Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Outreach and produce Outreach sequence and compliance brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with developers.outreach.io \u2014 API, then confirm that the reference is current and applicable. Inspect Outreach Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -146844,12 +146844,12 @@ ], "source_notes": [ { - "label": "developers.outreach.io — API", + "label": "developers.outreach.io \u2014 API", "url": "https://developers.outreach.io/api", "used_for": "Product, platform, or operating reference for Outreach scope and source checks." }, { - "label": "developers.outreach.io — API / Reference", + "label": "developers.outreach.io \u2014 API / Reference", "url": "https://developers.outreach.io/api/reference/overview/", "used_for": "Product, platform, or operating reference for Outreach scope and source checks." } @@ -146965,10 +146965,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Notion.", - "summary": "Use this bundle to plan or review work in Notion before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Notion workspace and integration brief. Start source review with developers.notion.com — Guides / Get Started.", + "summary": "Use this bundle to plan or review work in Notion before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Notion workspace and integration brief. Start source review with developers.notion.com \u2014 Guides / Get Started.", "meta_description": "Free Notion Markdown bundle with workflows, source references, and notion workspace and integration brief for use with AI assistants.", "social_summary": "Notion: notion workspace and integration brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,561 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,561 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Notion", "Teams working in Technology, Operations, Cross-industry" @@ -146981,7 +146981,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Notion and produce Notion workspace and integration brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with developers.notion.com — Guides / Get Started, then confirm that the reference is current and applicable. Inspect Notion Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Notion and produce Notion workspace and integration brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with developers.notion.com \u2014 Guides / Get Started, then confirm that the reference is current and applicable. Inspect Notion Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -147013,12 +147013,12 @@ ], "source_notes": [ { - "label": "developers.notion.com — Guides / Get Started", + "label": "developers.notion.com \u2014 Guides / Get Started", "url": "https://developers.notion.com/guides/get-started/overview", "used_for": "Product, platform, or operating reference for Notion scope and source checks." }, { - "label": "developers.notion.com — Reference / Intro", + "label": "developers.notion.com \u2014 Reference / Intro", "url": "https://developers.notion.com/reference/intro", "used_for": "Product, platform, or operating reference for Notion scope and source checks." } @@ -147134,10 +147134,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Adobe Illustrator.", - "summary": "Use this bundle to plan or review work in Adobe Illustrator before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Illustrator production and rights brief. Start source review with helpx.adobe.com — Illustrator / Desktop.", + "summary": "Use this bundle to plan or review work in Adobe Illustrator before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Illustrator production and rights brief. Start source review with helpx.adobe.com \u2014 Illustrator / Desktop.", "meta_description": "Free Adobe Illustrator Markdown bundle with workflows, source references, and illustrator production and rights brief for use with AI assistants.", "social_summary": "Adobe Illustrator: illustrator production and rights brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,606 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,606 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Adobe Illustrator", "Teams working in Technology, Operations, Cross-industry" @@ -147150,7 +147150,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Adobe Illustrator and produce Illustrator production and rights brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with helpx.adobe.com — Illustrator / Desktop, then confirm that the reference is current and applicable. Inspect Adobe Illustrator Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Adobe Illustrator and produce Illustrator production and rights brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with helpx.adobe.com \u2014 Illustrator / Desktop, then confirm that the reference is current and applicable. Inspect Adobe Illustrator Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -147182,12 +147182,12 @@ ], "source_notes": [ { - "label": "helpx.adobe.com — Illustrator / Desktop", + "label": "helpx.adobe.com \u2014 Illustrator / Desktop", "url": "https://helpx.adobe.com/illustrator/desktop.html", "used_for": "Product, platform, or operating reference for Adobe Illustrator scope and source checks." }, { - "label": "helpx.adobe.com — Pdf / Illustrator Reference", + "label": "helpx.adobe.com \u2014 Pdf / Illustrator Reference", "url": "https://helpx.adobe.com/pdf/illustrator_reference.pdf", "used_for": "Product, platform, or operating reference for Adobe Illustrator scope and source checks." } @@ -147303,10 +147303,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Gainsight.", - "summary": "Use this bundle to plan or review work in Gainsight before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Gainsight customer-success model and control brief. Start source review with support.gainsight.com — API And Developer Docs / API Documentation Overview.", + "summary": "Use this bundle to plan or review work in Gainsight before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Gainsight customer-success model and control brief. Start source review with support.gainsight.com \u2014 API And Developer Docs / API Documentation Overview.", "meta_description": "Free Gainsight Markdown bundle with workflows, source references, and gainsight customer-success model and control brief for use with AI assistants.", "social_summary": "Gainsight: gainsight customer-success model and control brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,601 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,601 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Gainsight", "Teams working in Technology, Operations, Cross-industry" @@ -147319,7 +147319,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Gainsight and produce Gainsight customer-success model and control brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with support.gainsight.com — API And Developer Docs / API Documentation Overview, then confirm that the reference is current and applicable. Inspect Gainsight Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Gainsight and produce Gainsight customer-success model and control brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with support.gainsight.com \u2014 API And Developer Docs / API Documentation Overview, then confirm that the reference is current and applicable. Inspect Gainsight Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -147351,7 +147351,7 @@ ], "source_notes": [ { - "label": "support.gainsight.com — API And Developer Docs / API Documentation Overview", + "label": "support.gainsight.com \u2014 API And Developer Docs / API Documentation Overview", "url": "https://support.gainsight.com/gainsight_nxt/API_and_Developer_Docs/About/API_Documentation_Overview", "used_for": "Product, platform, or operating reference for Gainsight scope and source checks." }, @@ -147472,10 +147472,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Looker.", - "summary": "Use this bundle to plan or review work in Looker before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Looker model and data-governance brief. Start source review with docs.cloud.google.com — Docs / Intro.", + "summary": "Use this bundle to plan or review work in Looker before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Looker model and data-governance brief. Start source review with docs.cloud.google.com \u2014 Docs / Intro.", "meta_description": "Free Looker Markdown bundle with workflows, source references, and looker model and data-governance brief for use with AI assistants.", "social_summary": "Looker: looker model and data-governance brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,568 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,568 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Looker", "Teams working in Technology, Operations, Cross-industry" @@ -147488,7 +147488,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Looker and produce Looker model and data-governance brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with docs.cloud.google.com — Docs / Intro, then confirm that the reference is current and applicable. Inspect Looker Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Looker and produce Looker model and data-governance brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with docs.cloud.google.com \u2014 Docs / Intro, then confirm that the reference is current and applicable. Inspect Looker Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -147520,12 +147520,12 @@ ], "source_notes": [ { - "label": "docs.cloud.google.com — Docs / Intro", + "label": "docs.cloud.google.com \u2014 Docs / Intro", "url": "https://docs.cloud.google.com/looker/docs/intro", "used_for": "Product, platform, or operating reference for Looker scope and source checks." }, { - "label": "docs.cloud.google.com — Docs / What Is Lookml", + "label": "docs.cloud.google.com \u2014 Docs / What Is Lookml", "url": "https://docs.cloud.google.com/looker/docs/what-is-lookml", "used_for": "Product, platform, or operating reference for Looker scope and source checks." } @@ -147641,10 +147641,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Asana.", - "summary": "Use this bundle to plan or review work in Asana before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Asana workspace and automation brief. Start source review with developers.asana.com — Docs.", + "summary": "Use this bundle to plan or review work in Asana before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Asana workspace and automation brief. Start source review with developers.asana.com \u2014 Docs.", "meta_description": "Free Asana Markdown bundle with workflows, source references, and asana workspace and automation brief for use with AI assistants.", "social_summary": "Asana: asana workspace and automation brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,576 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,576 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Asana", "Teams working in Technology, Operations, Cross-industry" @@ -147657,7 +147657,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Asana and produce Asana workspace and automation brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with developers.asana.com — Docs, then confirm that the reference is current and applicable. Inspect Asana Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Asana and produce Asana workspace and automation brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with developers.asana.com \u2014 Docs, then confirm that the reference is current and applicable. Inspect Asana Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -147689,12 +147689,12 @@ ], "source_notes": [ { - "label": "developers.asana.com — Docs", + "label": "developers.asana.com \u2014 Docs", "url": "https://developers.asana.com/docs/", "used_for": "Product, platform, or operating reference for Asana scope and source checks." }, { - "label": "asana.com — Developers", + "label": "asana.com \u2014 Developers", "url": "https://asana.com/developers", "used_for": "Product, platform, or operating reference for Asana scope and source checks." } @@ -147811,10 +147811,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Clio (Clio Manage).", - "summary": "Use this bundle to plan or review work in Clio (Clio Manage) before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Clio matter, billing, and confidentiality brief. Start source review with docs.developers.clio.com — Clio Manage / API Reference.", + "summary": "Use this bundle to plan or review work in Clio (Clio Manage) before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Clio matter, billing, and confidentiality brief. Start source review with docs.developers.clio.com \u2014 Clio Manage / API Reference.", "meta_description": "Free Clio Markdown bundle with workflows, source references, and clio matter, billing, and confidentiality brief for use with AI assistants.", "social_summary": "Clio: clio matter, billing, and confidentiality brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,617 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,617 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Clio (Clio Manage)", "Teams working in Technology, Operations, Cross-industry" @@ -147827,7 +147827,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Clio (Clio Manage) and produce Clio matter, billing, and confidentiality brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with docs.developers.clio.com — Clio Manage / API Reference, then confirm that the reference is current and applicable. Inspect Clio Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Clio (Clio Manage) and produce Clio matter, billing, and confidentiality brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with docs.developers.clio.com \u2014 Clio Manage / API Reference, then confirm that the reference is current and applicable. Inspect Clio Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -147859,7 +147859,7 @@ ], "source_notes": [ { - "label": "docs.developers.clio.com — Clio Manage / API Reference", + "label": "docs.developers.clio.com \u2014 Clio Manage / API Reference", "url": "https://docs.developers.clio.com/clio-manage/api-reference/", "used_for": "Product, platform, or operating reference for Clio scope and source checks." }, @@ -147980,10 +147980,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Ahrefs.", - "summary": "Use this bundle to plan or review work in Ahrefs before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Ahrefs analysis and API-cost brief. Start source review with docs.ahrefs.com — API / Docs.", + "summary": "Use this bundle to plan or review work in Ahrefs before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Ahrefs analysis and API-cost brief. Start source review with docs.ahrefs.com \u2014 API / Docs.", "meta_description": "Free Ahrefs Markdown bundle with workflows, source references, and ahrefs analysis and API-cost brief for use with AI assistants.", "social_summary": "Ahrefs: ahrefs analysis and API-cost brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,563 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,563 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Ahrefs", "Teams working in Technology, Operations, Cross-industry" @@ -147996,7 +147996,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Ahrefs and produce Ahrefs analysis and API-cost brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with docs.ahrefs.com — API / Docs, then confirm that the reference is current and applicable. Inspect Ahrefs Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Ahrefs and produce Ahrefs analysis and API-cost brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with docs.ahrefs.com \u2014 API / Docs, then confirm that the reference is current and applicable. Inspect Ahrefs Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -148028,12 +148028,12 @@ ], "source_notes": [ { - "label": "docs.ahrefs.com — API / Docs", + "label": "docs.ahrefs.com \u2014 API / Docs", "url": "https://docs.ahrefs.com/en/api/docs/introduction", "used_for": "Product, platform, or operating reference for Ahrefs scope and source checks." }, { - "label": "help.ahrefs.com — Collections / 87796 API", + "label": "help.ahrefs.com \u2014 Collections / 87796 API", "url": "https://help.ahrefs.com/en/collections/87796-api", "used_for": "Product, platform, or operating reference for Ahrefs scope and source checks." } @@ -148149,10 +148149,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with CapCut.", - "summary": "Use this bundle to plan or review work in CapCut before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is CapCut production and rights brief. Start source review with capcut.com — Help.", + "summary": "Use this bundle to plan or review work in CapCut before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is CapCut production and rights brief. Start source review with capcut.com \u2014 Help.", "meta_description": "Free CapCut Markdown bundle with workflows, source references, and capCut production and rights brief for use with AI assistants.", "social_summary": "CapCut: capCut production and rights brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,647 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,647 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in CapCut", "Teams working in Technology, Operations, Cross-industry" @@ -148165,7 +148165,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review CapCut and produce CapCut production and rights brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with capcut.com — Help, then confirm that the reference is current and applicable. Inspect CapCut Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review CapCut and produce CapCut production and rights brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with capcut.com \u2014 Help, then confirm that the reference is current and applicable. Inspect CapCut Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -148197,7 +148197,7 @@ ], "source_notes": [ { - "label": "capcut.com — Help", + "label": "capcut.com \u2014 Help", "url": "https://www.capcut.com/help", "used_for": "Product, platform, or operating reference for CapCut scope and source checks." }, @@ -148318,10 +148318,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with DaVinci Resolve.", - "summary": "Use this bundle to plan or review work in DaVinci Resolve before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is DaVinci Resolve production and delivery brief. Start source review with blackmagicdesign.com — Products / Davinciresolve.", + "summary": "Use this bundle to plan or review work in DaVinci Resolve before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is DaVinci Resolve production and delivery brief. Start source review with blackmagicdesign.com \u2014 Products / Davinciresolve.", "meta_description": "Free DaVinci Resolve Markdown bundle with workflows, source references, and daVinci Resolve production and delivery brief for use with AI assistants.", "social_summary": "DaVinci Resolve: daVinci Resolve production and delivery brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,651 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,651 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in DaVinci Resolve", "Teams working in Technology, Operations, Cross-industry" @@ -148334,7 +148334,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review DaVinci Resolve and produce DaVinci Resolve production and delivery brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with blackmagicdesign.com — Products / Davinciresolve, then confirm that the reference is current and applicable. Inspect DaVinci Resolve Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review DaVinci Resolve and produce DaVinci Resolve production and delivery brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with blackmagicdesign.com \u2014 Products / Davinciresolve, then confirm that the reference is current and applicable. Inspect DaVinci Resolve Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -148366,12 +148366,12 @@ ], "source_notes": [ { - "label": "blackmagicdesign.com — Products / Davinciresolve", + "label": "blackmagicdesign.com \u2014 Products / Davinciresolve", "url": "https://www.blackmagicdesign.com/products/davinciresolve/", "used_for": "Product, platform, or operating reference for DaVinci Resolve scope and source checks." }, { - "label": "blackmagicdesign.com — Family / Davinci Resolve And Fusion", + "label": "blackmagicdesign.com \u2014 Family / Davinci Resolve And Fusion", "url": "https://www.blackmagicdesign.com/support/family/davinci-resolve-and-fusion", "used_for": "Product, platform, or operating reference for DaVinci Resolve scope and source checks." } @@ -148490,7 +148490,7 @@ "summary": "Use this bundle to plan or review work in iManage before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is iManage document, access, and retention brief. Start source review with imanage.com.", "meta_description": "Free iManage Markdown bundle with workflows, source references, and iManage document, access, and retention brief for use with AI assistants.", "social_summary": "iManage: iManage document, access, and retention brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,628 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,628 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in iManage", "Teams working in Technology, Operations, Cross-industry" @@ -148658,10 +148658,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with ADP Workforce Now.", - "summary": "Use this bundle to plan or review work in ADP Workforce Now before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is ADP Workforce Now integration and payroll-control brief. Start source review with apps.adp.com — ADP® API Central For ADP Workforce Now® / Features.", + "summary": "Use this bundle to plan or review work in ADP Workforce Now before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is ADP Workforce Now integration and payroll-control brief. Start source review with apps.adp.com \u2014 ADP\u00ae API Central For ADP Workforce Now\u00ae / Features.", "meta_description": "Free ADP Workforce Now Markdown bundle with workflows, source references, and aDP Workforce Now integration and payroll-control brief for use with AI.", "social_summary": "ADP Workforce Now: aDP Workforce Now integration and payroll-control brief, workflows, and review.", - "download_note": "10 Markdown files · 1,722 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,722 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in ADP Workforce Now", "Teams working in Technology, Operations, Cross-industry" @@ -148674,7 +148674,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review ADP Workforce Now and produce ADP Workforce Now integration and payroll-control brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with apps.adp.com — ADP® API Central For ADP Workforce Now® / Features, then confirm that the reference is current and applicable. Inspect ADP Workforce Now Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review ADP Workforce Now and produce ADP Workforce Now integration and payroll-control brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with apps.adp.com \u2014 ADP\u00ae API Central For ADP Workforce Now\u00ae / Features, then confirm that the reference is current and applicable. Inspect ADP Workforce Now Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -148706,7 +148706,7 @@ ], "source_notes": [ { - "label": "apps.adp.com — ADP® API Central For ADP Workforce Now® / Features", + "label": "apps.adp.com \u2014 ADP\u00ae API Central For ADP Workforce Now\u00ae / Features", "url": "https://apps.adp.com/en-US/apps/410612/ADP%C2%AE%20API%20Central%20for%20ADP%20Workforce%20Now%C2%AE/features", "used_for": "Product, platform, or operating reference for ADP Workforce Now scope and source checks." }, @@ -148831,7 +148831,7 @@ "summary": "Use this bundle to plan or review work in Greenhouse before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Greenhouse recruiting integration and fairness brief. Start source review with developers.greenhouse.io.", "meta_description": "Free Greenhouse Markdown bundle with workflows, source references, and greenhouse recruiting integration and fairness brief for use with AI assistants.", "social_summary": "Greenhouse: greenhouse recruiting integration and fairness brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,604 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,604 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Greenhouse", "Teams working in Technology, Operations, Cross-industry" @@ -148881,7 +148881,7 @@ "used_for": "Product, platform, or operating reference for Greenhouse scope and source checks." }, { - "label": "support.greenhouse.io — Articles / 10568627186203 Greenhouse API Overview", + "label": "support.greenhouse.io \u2014 Articles / 10568627186203 Greenhouse API Overview", "url": "https://support.greenhouse.io/hc/en-us/articles/10568627186203-Greenhouse-API-overview", "used_for": "Product, platform, or operating reference for Greenhouse scope and source checks." } @@ -148997,10 +148997,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for planning, reviewing, and carrying out evidence-based work with Klaviyo.", - "summary": "Use this bundle to plan or review work in Klaviyo before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Klaviyo campaign, consent, and API-control brief. Start source review with developers.klaviyo.com — Reference / API Overview.", + "summary": "Use this bundle to plan or review work in Klaviyo before changing live data or configuration. The page previews a tool guide, an overview, a workflow, and a template; the intended output is Klaviyo campaign, consent, and API-control brief. Start source review with developers.klaviyo.com \u2014 Reference / API Overview.", "meta_description": "Free Klaviyo Markdown bundle with workflows, source references, and klaviyo campaign, consent, and API-control brief for use with AI assistants.", "social_summary": "Klaviyo: klaviyo campaign, consent, and API-control brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,625 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,625 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People who configure, operate, integrate, govern, or review work performed in Klaviyo", "Teams working in Technology, Operations, Cross-industry" @@ -149013,7 +149013,7 @@ "The product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner.", "Current IDs, settings, records, logs, screenshots, integration details, and test evidence needed to verify the requested change." ], - "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Klaviyo and produce Klaviyo campaign, consent, and API-control brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with developers.klaviyo.com — Reference / API Overview, then confirm that the reference is current and applicable. Inspect Klaviyo Source-Aware Guide before drafting.", + "agent_use_example": "Provide the product version or workspace scope, relevant configuration or export, desired outcome, permissions, and accountable owner. Ask the agent to review Klaviyo and produce Klaviyo campaign, consent, and API-control brief that maps configuration evidence, dependencies, permissions, tests, rollback, and actions that still require approval. Begin with developers.klaviyo.com \u2014 Reference / API Overview, then confirm that the reference is current and applicable. Inspect Klaviyo Source-Aware Guide before drafting.", "not_for": [ "Changing live configuration, records, permissions, automations, integrations, or shared data without verified scope, testing, rollback, and approval." ], @@ -149045,12 +149045,12 @@ ], "source_notes": [ { - "label": "developers.klaviyo.com — Reference / API Overview", + "label": "developers.klaviyo.com \u2014 Reference / API Overview", "url": "https://developers.klaviyo.com/en/reference/api_overview", "used_for": "Product, platform, or operating reference for Klaviyo scope and source checks." }, { - "label": "help.klaviyo.com — Articles / 360045726811", + "label": "help.klaviyo.com \u2014 Articles / 360045726811", "url": "https://help.klaviyo.com/hc/en-us/articles/360045726811", "used_for": "Product, platform, or operating reference for Klaviyo scope and source checks." } @@ -149163,10 +149163,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Voice of the Customer Framework to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Voice of the Customer Framework to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Voice of the Customer evidence and action brief. Start source review with asq.org — Quality Resources / Voice Of The Customer.", + "summary": "Use this bundle to apply Voice of the Customer Framework to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Voice of the Customer evidence and action brief. Start source review with asq.org \u2014 Quality Resources / Voice Of The Customer.", "meta_description": "Free Voice of the Customer Framework Markdown bundle with workflows, source references, and voice of the Customer evidence and action brief for use with AI.", "social_summary": "Voice of the Customer Framework: voice of the Customer evidence and action brief, workflows, and review.", - "download_note": "10 Markdown files · 1,656 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,656 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Voice of the Customer Framework to structure analysis, decisions, facilitation, or review", "Teams working in Cross-industry, Operations, Professional services" @@ -149179,7 +149179,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Voice of the Customer Framework and produce Voice of the Customer evidence and action brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with asq.org — Quality Resources / Voice Of The Customer, then confirm that the reference is current and applicable. Inspect Voice of the Customer Framework Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Voice of the Customer Framework and produce Voice of the Customer evidence and action brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with asq.org \u2014 Quality Resources / Voice Of The Customer, then confirm that the reference is current and applicable. Inspect Voice of the Customer Framework Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -149211,12 +149211,12 @@ ], "source_notes": [ { - "label": "asq.org — Quality Resources / Voice Of The Customer", + "label": "asq.org \u2014 Quality Resources / Voice Of The Customer", "url": "https://asq.org/quality-resources/voice-of-the-customer", "used_for": "Method, standard, or practice reference for Voice of the Customer Framework scope and source checks." }, { - "label": "iso.org — Standard / 62631", + "label": "iso.org \u2014 Standard / 62631", "url": "https://www.iso.org/standard/62631.html", "used_for": "Method, standard, or practice reference for Voice of the Customer Framework scope and source checks." } @@ -149330,10 +149330,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Zero-Based Budgeting to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Zero-Based Budgeting to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Zero-based budget decision-package brief. Start source review with books.google.com — Books / Zero Base Budgeting.", + "summary": "Use this bundle to apply Zero-Based Budgeting to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Zero-based budget decision-package brief. Start source review with books.google.com \u2014 Books / Zero Base Budgeting.", "meta_description": "Free Zero-Based Budgeting Markdown bundle with workflows, source references, and zero-based budget decision-package brief for use with AI assistants.", "social_summary": "Zero-Based Budgeting: zero-based budget decision-package brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,595 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,595 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Zero-Based Budgeting to structure analysis, decisions, facilitation, or review", "Teams working in Cross-industry, Operations, Professional services" @@ -149346,7 +149346,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Zero-Based Budgeting and produce Zero-based budget decision-package brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with books.google.com — Books / Zero Base Budgeting, then confirm that the reference is current and applicable. Inspect Zero-Based Budgeting Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Zero-Based Budgeting and produce Zero-based budget decision-package brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with books.google.com \u2014 Books / Zero Base Budgeting, then confirm that the reference is current and applicable. Inspect Zero-Based Budgeting Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -149378,7 +149378,7 @@ ], "source_notes": [ { - "label": "books.google.com — Books / Zero Base Budgeting", + "label": "books.google.com \u2014 Books / Zero Base Budgeting", "url": "https://books.google.com/books/about/Zero_base_Budgeting.html?id=EYV8NNMAJ00C", "used_for": "Method, standard, or practice reference for Zero-Based Budgeting scope and source checks." } @@ -149493,10 +149493,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Activity-Based Costing to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Activity-Based Costing to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Activity-based costing model brief. Start source review with hbr.org — 09 / Measure Costs Right Make The Right Decisions.", + "summary": "Use this bundle to apply Activity-Based Costing to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Activity-based costing model brief. Start source review with hbr.org \u2014 09 / Measure Costs Right Make The Right Decisions.", "meta_description": "Free Activity-Based Costing Markdown bundle with workflows, source references, and activity-based costing model brief for use with AI assistants.", "social_summary": "Activity-Based Costing: activity-based costing model brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,531 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,531 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Activity-Based Costing to structure analysis, decisions, facilitation, or review", "Teams working in Cross-industry, Operations, Professional services" @@ -149509,7 +149509,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Activity-Based Costing and produce Activity-based costing model brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with hbr.org — 09 / Measure Costs Right Make The Right Decisions, then confirm that the reference is current and applicable. Inspect Activity-Based Costing Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Activity-Based Costing and produce Activity-based costing model brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with hbr.org \u2014 09 / Measure Costs Right Make The Right Decisions, then confirm that the reference is current and applicable. Inspect Activity-Based Costing Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -149541,12 +149541,12 @@ ], "source_notes": [ { - "label": "hbr.org — 09 / Measure Costs Right Make The Right Decisions", + "label": "hbr.org \u2014 09 / Measure Costs Right Make The Right Decisions", "url": "https://hbr.org/1988/09/measure-costs-right-make-the-right-decisions", "used_for": "Method, standard, or practice reference for Activity-Based Costing scope and source checks." }, { - "label": "kaplan.freshdesk.com — Articles / 202000073472 Activity Based Costing", + "label": "kaplan.freshdesk.com \u2014 Articles / 202000073472 Activity Based Costing", "url": "https://kaplan.freshdesk.com/support/solutions/articles/202000073472-activity-based-costing", "used_for": "Method, standard, or practice reference for Activity-Based Costing scope and source checks." } @@ -149659,10 +149659,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Behavior-Driven Development to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Behavior-Driven Development to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is BDD behavior and acceptance brief. Start source review with dannorth.net — Introducing Bdd.", + "summary": "Use this bundle to apply Behavior-Driven Development to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is BDD behavior and acceptance brief. Start source review with dannorth.net \u2014 Introducing Bdd.", "meta_description": "Free Behavior-Driven Development Markdown bundle with workflows, source references, and bDD behavior and acceptance brief for use with AI assistants.", "social_summary": "Behavior-Driven Development: bDD behavior and acceptance brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,534 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,534 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Behavior-Driven Development to structure analysis, decisions, facilitation, or review", "Teams working in Cross-industry, Operations, Professional services" @@ -149675,7 +149675,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Behavior-Driven Development and produce BDD behavior and acceptance brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with dannorth.net — Introducing Bdd, then confirm that the reference is current and applicable. Inspect Behavior-Driven Development Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Behavior-Driven Development and produce BDD behavior and acceptance brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with dannorth.net \u2014 Introducing Bdd, then confirm that the reference is current and applicable. Inspect Behavior-Driven Development Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -149707,12 +149707,12 @@ ], "source_notes": [ { - "label": "dannorth.net — Introducing Bdd", + "label": "dannorth.net \u2014 Introducing Bdd", "url": "https://dannorth.net/introducing-bdd/", "used_for": "Method, standard, or practice reference for Behavior-Driven Development scope and source checks." }, { - "label": "cucumber.io — Docs / Bdd", + "label": "cucumber.io \u2014 Docs / Bdd", "url": "https://cucumber.io/docs/bdd/", "used_for": "Method, standard, or practice reference for Behavior-Driven Development scope and source checks." } @@ -149826,10 +149826,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Customer Effort Score to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Customer Effort Score to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Customer Effort Score measurement brief. Start source review with hbr.org — 07 / Stop Trying To Delight Your Customers.", + "summary": "Use this bundle to apply Customer Effort Score to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Customer Effort Score measurement brief. Start source review with hbr.org \u2014 07 / Stop Trying To Delight Your Customers.", "meta_description": "Free Customer Effort Score Markdown bundle with workflows, source references, and customer Effort Score measurement brief for use with AI assistants.", "social_summary": "Customer Effort Score: customer Effort Score measurement brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,594 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,594 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Customer Effort Score to structure analysis, decisions, facilitation, or review", "Teams working in Cross-industry, Operations, Professional services" @@ -149842,7 +149842,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Customer Effort Score and produce Customer Effort Score measurement brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with hbr.org — 07 / Stop Trying To Delight Your Customers, then confirm that the reference is current and applicable. Inspect Customer Effort Score Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Customer Effort Score and produce Customer Effort Score measurement brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with hbr.org \u2014 07 / Stop Trying To Delight Your Customers, then confirm that the reference is current and applicable. Inspect Customer Effort Score Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -149874,12 +149874,12 @@ ], "source_notes": [ { - "label": "hbr.org — 07 / Stop Trying To Delight Your Customers", + "label": "hbr.org \u2014 07 / Stop Trying To Delight Your Customers", "url": "https://hbr.org/2010/07/stop-trying-to-delight-your-customers", "used_for": "Method, standard, or practice reference for Customer Effort Score scope and source checks." }, { - "label": "hbr.org — 01 / Stop Trying To Delight Your Cu", + "label": "hbr.org \u2014 01 / Stop Trying To Delight Your Cu", "url": "https://hbr.org/2012/01/stop-trying-to-delight-your-cu", "used_for": "Method, standard, or practice reference for Customer Effort Score scope and source checks." } @@ -149993,10 +149993,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Customer Success Methodology to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Customer Success Methodology to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Customer success strategy and evidence brief. Start source review with gainsight.com — Blog / Gainsight Elements Science Customer Success.", + "summary": "Use this bundle to apply Customer Success Methodology to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Customer success strategy and evidence brief. Start source review with gainsight.com \u2014 Blog / Gainsight Elements Science Customer Success.", "meta_description": "Free Customer Success Methodology Markdown bundle with workflows, source references, and customer success strategy and evidence brief for use with AI.", "social_summary": "Customer Success Methodology: customer success strategy and evidence brief, workflows, and review.", - "download_note": "10 Markdown files · 1,635 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,635 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Customer Success Methodology to structure analysis, decisions, facilitation, or review", "Teams working in Cross-industry, Operations, Professional services" @@ -150009,7 +150009,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Customer Success Methodology and produce Customer success strategy and evidence brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with gainsight.com — Blog / Gainsight Elements Science Customer Success, then confirm that the reference is current and applicable. Inspect Customer Success Methodology Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Customer Success Methodology and produce Customer success strategy and evidence brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with gainsight.com \u2014 Blog / Gainsight Elements Science Customer Success, then confirm that the reference is current and applicable. Inspect Customer Success Methodology Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -150041,12 +150041,12 @@ ], "source_notes": [ { - "label": "gainsight.com — Blog / Gainsight Elements Science Customer Success", + "label": "gainsight.com \u2014 Blog / Gainsight Elements Science Customer Success", "url": "https://www.gainsight.com/blog/gainsight-elements-science-customer-success/", "used_for": "Method, standard, or practice reference for Customer Success Methodology scope and source checks." }, { - "label": "gainsight.com — Essential Guide / High Touch Customer Success Management", + "label": "gainsight.com \u2014 Essential Guide / High Touch Customer Success Management", "url": "https://www.gainsight.com/essential-guide/high-touch-customer-success-management/", "used_for": "Method, standard, or practice reference for Customer Success Methodology scope and source checks." } @@ -150159,10 +150159,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Customer Success QBR Framework to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Customer Success QBR Framework to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Customer success QBR evidence brief. Start source review with gainsight.com — Essential Guide / Quarterly Business Reviews Qbrs.", + "summary": "Use this bundle to apply Customer Success QBR Framework to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Customer success QBR evidence brief. Start source review with gainsight.com \u2014 Essential Guide / Quarterly Business Reviews Qbrs.", "meta_description": "Free Customer Success QBR Framework Markdown bundle with workflows, source references, and customer success QBR evidence brief for use with AI assistants.", "social_summary": "Customer Success QBR Framework: customer success QBR evidence brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,624 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,624 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Customer Success QBR Framework to structure analysis, decisions, facilitation, or review", "Teams working in Cross-industry, Operations, Professional services" @@ -150175,7 +150175,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Customer Success QBR Framework and produce Customer success QBR evidence brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with gainsight.com — Essential Guide / Quarterly Business Reviews Qbrs, then confirm that the reference is current and applicable. Inspect Customer Success QBR Framework Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Customer Success QBR Framework and produce Customer success QBR evidence brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with gainsight.com \u2014 Essential Guide / Quarterly Business Reviews Qbrs, then confirm that the reference is current and applicable. Inspect Customer Success QBR Framework Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -150207,7 +150207,7 @@ ], "source_notes": [ { - "label": "gainsight.com — Essential Guide / Quarterly Business Reviews Qbrs", + "label": "gainsight.com \u2014 Essential Guide / Quarterly Business Reviews Qbrs", "url": "https://www.gainsight.com/essential-guide/quarterly-business-reviews-qbrs/", "used_for": "Method, standard, or practice reference for Customer Success QBR Framework scope and source checks." } @@ -150322,10 +150322,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Data Mesh to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Data Mesh to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Data mesh operating-model brief. Start source review with martinfowler.com — Articles / Data Mesh Principles.", + "summary": "Use this bundle to apply Data Mesh to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Data mesh operating-model brief. Start source review with martinfowler.com \u2014 Articles / Data Mesh Principles.", "meta_description": "Free Data Mesh Markdown bundle with workflows, source references, and data mesh operating-model brief for use with AI assistants.", "social_summary": "Data Mesh: data mesh operating-model brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,579 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,579 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Data Mesh to structure analysis, decisions, facilitation, or review", "Teams working in Cross-industry, Operations, Professional services" @@ -150338,7 +150338,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Data Mesh and produce Data mesh operating-model brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with martinfowler.com — Articles / Data Mesh Principles, then confirm that the reference is current and applicable. Inspect Data Mesh Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Data Mesh and produce Data mesh operating-model brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with martinfowler.com \u2014 Articles / Data Mesh Principles, then confirm that the reference is current and applicable. Inspect Data Mesh Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -150370,12 +150370,12 @@ ], "source_notes": [ { - "label": "martinfowler.com — Articles / Data Mesh Principles", + "label": "martinfowler.com \u2014 Articles / Data Mesh Principles", "url": "https://martinfowler.com/articles/data-mesh-principles.html", "used_for": "Method, standard, or practice reference for Data Mesh scope and source checks." }, { - "label": "martinfowler.com — Articles / Data Monolith To Mesh", + "label": "martinfowler.com \u2014 Articles / Data Monolith To Mesh", "url": "https://martinfowler.com/articles/data-monolith-to-mesh.html", "used_for": "Method, standard, or practice reference for Data Mesh scope and source checks." } @@ -150488,10 +150488,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Double Diamond to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Double Diamond to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Double Diamond design-decision brief. Start source review with designcouncil.org.uk — Resources / The Double Diamond.", + "summary": "Use this bundle to apply Double Diamond to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Double Diamond design-decision brief. Start source review with designcouncil.org.uk \u2014 Resources / The Double Diamond.", "meta_description": "Free Double Diamond Markdown bundle with workflows, source references, and double Diamond design-decision brief for use with AI assistants.", "social_summary": "Double Diamond: double Diamond design-decision brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,571 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,571 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Double Diamond to structure analysis, decisions, facilitation, or review", "Teams working in Cross-industry, Operations, Professional services" @@ -150504,7 +150504,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Double Diamond and produce Double Diamond design-decision brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with designcouncil.org.uk — Resources / The Double Diamond, then confirm that the reference is current and applicable. Inspect Double Diamond Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Double Diamond and produce Double Diamond design-decision brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with designcouncil.org.uk \u2014 Resources / The Double Diamond, then confirm that the reference is current and applicable. Inspect Double Diamond Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -150536,7 +150536,7 @@ ], "source_notes": [ { - "label": "designcouncil.org.uk — Resources / The Double Diamond", + "label": "designcouncil.org.uk \u2014 Resources / The Double Diamond", "url": "https://www.designcouncil.org.uk/resources/the-double-diamond/", "used_for": "Method, standard, or practice reference for Double Diamond scope and source checks." } @@ -150650,10 +150650,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Growth Loops to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Growth Loops to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Growth loop model and experiment brief. Start source review with reforge.com — Blog / Growth Loops.", + "summary": "Use this bundle to apply Growth Loops to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Growth loop model and experiment brief. Start source review with reforge.com \u2014 Blog / Growth Loops.", "meta_description": "Free Growth Loops Markdown bundle with workflows, source references, and growth loop model and experiment brief for use with AI assistants.", "social_summary": "Growth Loops: growth loop model and experiment brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,608 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,608 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Growth Loops to structure analysis, decisions, facilitation, or review", "Teams working in Cross-industry, Operations, Professional services" @@ -150666,7 +150666,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Growth Loops and produce Growth loop model and experiment brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with reforge.com — Blog / Growth Loops, then confirm that the reference is current and applicable. Inspect Growth Loops Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Growth Loops and produce Growth loop model and experiment brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with reforge.com \u2014 Blog / Growth Loops, then confirm that the reference is current and applicable. Inspect Growth Loops Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -150698,12 +150698,12 @@ ], "source_notes": [ { - "label": "reforge.com — Blog / Growth Loops", + "label": "reforge.com \u2014 Blog / Growth Loops", "url": "https://www.reforge.com/blog/growth-loops", "used_for": "Method, standard, or practice reference for Growth Loops scope and source checks." }, { - "label": "reforge.com — Blog / Racecar Growth Framework", + "label": "reforge.com \u2014 Blog / Racecar Growth Framework", "url": "https://www.reforge.com/blog/racecar-growth-framework", "used_for": "Method, standard, or practice reference for Growth Loops scope and source checks." } @@ -150816,10 +150816,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Kanban Method to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Kanban Method to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Kanban system design and flow brief. Start source review with kanban.university — Principles General Practices Kanban Method.", + "summary": "Use this bundle to apply Kanban Method to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Kanban system design and flow brief. Start source review with kanban.university \u2014 Principles General Practices Kanban Method.", "meta_description": "Free Kanban Method Markdown bundle with workflows, source references, and kanban system design and flow brief for use with AI assistants.", "social_summary": "Kanban Method: kanban system design and flow brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,599 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,599 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Kanban Method to structure analysis, decisions, facilitation, or review", "Teams working in Cross-industry, Operations, Professional services" @@ -150832,7 +150832,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Kanban Method and produce Kanban system design and flow brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with kanban.university — Principles General Practices Kanban Method, then confirm that the reference is current and applicable. Inspect Kanban Method Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Kanban Method and produce Kanban system design and flow brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with kanban.university \u2014 Principles General Practices Kanban Method, then confirm that the reference is current and applicable. Inspect Kanban Method Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -150864,12 +150864,12 @@ ], "source_notes": [ { - "label": "kanban.university — Principles General Practices Kanban Method", + "label": "kanban.university \u2014 Principles General Practices Kanban Method", "url": "https://kanban.university/principles-general-practices-kanban-method/", "used_for": "Method, standard, or practice reference for Kanban Method scope and source checks." }, { - "label": "kanban.university — About Kanban University", + "label": "kanban.university \u2014 About Kanban University", "url": "https://kanban.university/about-kanban-university/", "used_for": "Method, standard, or practice reference for Kanban Method scope and source checks." } @@ -150983,10 +150983,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Kimball Dimensional Modeling to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Kimball Dimensional Modeling to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Kimball dimensional model design brief. Start source review with kimballgroup.com — Kimball Techniques / Dw Bi Lifecycle Method.", + "summary": "Use this bundle to apply Kimball Dimensional Modeling to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Kimball dimensional model design brief. Start source review with kimballgroup.com \u2014 Kimball Techniques / Dw Bi Lifecycle Method.", "meta_description": "Free Kimball Dimensional Modeling Markdown bundle with workflows, source references, and kimball dimensional model design brief for use with AI assistants.", "social_summary": "Kimball Dimensional Modeling: kimball dimensional model design brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,618 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,618 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Kimball Dimensional Modeling to structure analysis, decisions, facilitation, or review", "Teams working in Cross-industry, Operations, Professional services" @@ -150999,7 +150999,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Kimball Dimensional Modeling and produce Kimball dimensional model design brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with kimballgroup.com — Kimball Techniques / Dw Bi Lifecycle Method, then confirm that the reference is current and applicable. Inspect Kimball Dimensional Modeling Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Kimball Dimensional Modeling and produce Kimball dimensional model design brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with kimballgroup.com \u2014 Kimball Techniques / Dw Bi Lifecycle Method, then confirm that the reference is current and applicable. Inspect Kimball Dimensional Modeling Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -151031,12 +151031,12 @@ ], "source_notes": [ { - "label": "kimballgroup.com — Kimball Techniques / Dw Bi Lifecycle Method", + "label": "kimballgroup.com \u2014 Kimball Techniques / Dw Bi Lifecycle Method", "url": "https://www.kimballgroup.com/data-warehouse-business-intelligence-resources/kimball-techniques/dw-bi-lifecycle-method/", "used_for": "Method, standard, or practice reference for Kimball Dimensional Modeling scope and source checks." }, { - "label": "kimballgroup.com — Kimball Techniques / Dimensional Modeling Techniques", + "label": "kimballgroup.com \u2014 Kimball Techniques / Dimensional Modeling Techniques", "url": "https://www.kimballgroup.com/data-warehouse-business-intelligence-resources/kimball-techniques/dimensional-modeling-techniques/", "used_for": "Method, standard, or practice reference for Kimball Dimensional Modeling scope and source checks." } @@ -151151,10 +151151,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Sales and Operations Planning to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Sales and Operations Planning to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is S&OP integrated decision brief. Start source review with oliverwightasiapacific.com — News / What Is Ibp.", + "summary": "Use this bundle to apply Sales and Operations Planning to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is S&OP integrated decision brief. Start source review with oliverwightasiapacific.com \u2014 News / What Is Ibp.", "meta_description": "Free Sales and Operations Planning Markdown bundle with workflows, source references, and s&OP integrated decision brief for use with AI assistants.", "social_summary": "Sales and Operations Planning: s&OP integrated decision brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,599 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,599 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Sales and Operations Planning to structure analysis, decisions, facilitation, or review", "Teams working in Cross-industry, Operations, Professional services" @@ -151167,7 +151167,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Sales and Operations Planning and produce S&OP integrated decision brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with oliverwightasiapacific.com — News / What Is Ibp, then confirm that the reference is current and applicable. Inspect Sales and Operations Planning Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Sales and Operations Planning and produce S&OP integrated decision brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with oliverwightasiapacific.com \u2014 News / What Is Ibp, then confirm that the reference is current and applicable. Inspect Sales and Operations Planning Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -151199,12 +151199,12 @@ ], "source_notes": [ { - "label": "oliverwightasiapacific.com — News / What Is Ibp", + "label": "oliverwightasiapacific.com \u2014 News / What Is Ibp", "url": "https://www.oliverwightasiapacific.com/news/what-is-ibp", "used_for": "Method, standard, or practice reference for Sales and Operations Planning scope and source checks." }, { - "label": "ascm.org — Certifications Credentials / Cpim", + "label": "ascm.org \u2014 Certifications Credentials / Cpim", "url": "https://www.ascm.org/learning-development/certifications-credentials/cpim/", "used_for": "Method, standard, or practice reference for Sales and Operations Planning scope and source checks." } @@ -151319,10 +151319,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Star and Snowflake Schema Design to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Star and Snowflake Schema Design to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Star-versus-snowflake design brief. Start source review with kimballgroup.com — Dimensional Modeling Techniques / Star Schema Olap Cube.", + "summary": "Use this bundle to apply Star and Snowflake Schema Design to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Star-versus-snowflake design brief. Start source review with kimballgroup.com \u2014 Dimensional Modeling Techniques / Star Schema Olap Cube.", "meta_description": "Free Star and Snowflake Schema Design Markdown bundle with workflows, source references, and star-versus-snowflake design brief for use with AI assistants.", "social_summary": "Star and Snowflake Schema Design: star-versus-snowflake design brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,637 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,637 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Star and Snowflake Schema Design to structure analysis, decisions, facilitation, or review", "Teams working in Cross-industry, Operations, Professional services" @@ -151335,7 +151335,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Star and Snowflake Schema Design and produce Star-versus-snowflake design brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with kimballgroup.com — Dimensional Modeling Techniques / Star Schema Olap Cube, then confirm that the reference is current and applicable. Inspect Star and Snowflake Schema Design Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Star and Snowflake Schema Design and produce Star-versus-snowflake design brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with kimballgroup.com \u2014 Dimensional Modeling Techniques / Star Schema Olap Cube, then confirm that the reference is current and applicable. Inspect Star and Snowflake Schema Design Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -151367,12 +151367,12 @@ ], "source_notes": [ { - "label": "kimballgroup.com — Dimensional Modeling Techniques / Star Schema Olap Cube", + "label": "kimballgroup.com \u2014 Dimensional Modeling Techniques / Star Schema Olap Cube", "url": "https://www.kimballgroup.com/data-warehouse-business-intelligence-resources/kimball-techniques/dimensional-modeling-techniques/star-schema-olap-cube/", "used_for": "Method, standard, or practice reference for Star and Snowflake Schema Design scope and source checks." }, { - "label": "kimballgroup.com — Kimball Techniques / Dimensional Modeling Techniques", + "label": "kimballgroup.com \u2014 Kimball Techniques / Dimensional Modeling Techniques", "url": "https://www.kimballgroup.com/data-warehouse-business-intelligence-resources/kimball-techniques/dimensional-modeling-techniques/", "used_for": "Method, standard, or practice reference for Star and Snowflake Schema Design scope and source checks." } @@ -151487,10 +151487,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Toyota Production System and Kaizen to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Toyota Production System and Kaizen to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is TPS improvement and safety brief. Start source review with global.toyota — Vision And Philosophy / Production System.", + "summary": "Use this bundle to apply Toyota Production System and Kaizen to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is TPS improvement and safety brief. Start source review with global.toyota \u2014 Vision And Philosophy / Production System.", "meta_description": "Free Toyota Production System and Kaizen Markdown bundle with workflows, source references, and tPS improvement and safety brief for use with AI assistants.", "social_summary": "Toyota Production System and Kaizen: tPS improvement and safety brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,667 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,667 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Toyota Production System and Kaizen to structure analysis, decisions, facilitation, or review", "Teams working in Cross-industry, Operations, Professional services" @@ -151503,7 +151503,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Toyota Production System and Kaizen and produce TPS improvement and safety brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with global.toyota — Vision And Philosophy / Production System, then confirm that the reference is current and applicable. Inspect Toyota Production System and Kaizen Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Toyota Production System and Kaizen and produce TPS improvement and safety brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with global.toyota \u2014 Vision And Philosophy / Production System, then confirm that the reference is current and applicable. Inspect Toyota Production System and Kaizen Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -151535,12 +151535,12 @@ ], "source_notes": [ { - "label": "global.toyota — Vision And Philosophy / Production System", + "label": "global.toyota \u2014 Vision And Philosophy / Production System", "url": "https://global.toyota/en/company/vision-and-philosophy/production-system/", "used_for": "Method, standard, or practice reference for Toyota Production System and Kaizen scope and source checks." }, { - "label": "global.toyota — Plant Tours / Production System", + "label": "global.toyota \u2014 Plant Tours / Production System", "url": "https://global.toyota/en/company/plant-tours/production-system/", "used_for": "Method, standard, or practice reference for Toyota Production System and Kaizen scope and source checks." } @@ -151653,10 +151653,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply ABC Inventory Analysis to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply ABC Inventory Analysis to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is ABC inventory classification brief. Start source review with opess.ethz.ch — Section 11 2 / 11 2 2 The Abc Classification And The Pareto Chart.", + "summary": "Use this bundle to apply ABC Inventory Analysis to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is ABC inventory classification brief. Start source review with opess.ethz.ch \u2014 Section 11 2 / 11 2 2 The Abc Classification And The Pareto Chart.", "meta_description": "Free ABC Inventory Analysis Markdown bundle with workflows, source references, and aBC inventory classification brief for use with AI assistants.", "social_summary": "ABC Inventory Analysis: aBC inventory classification brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,567 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,567 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using ABC Inventory Analysis to structure analysis, decisions, facilitation, or review", "Teams working in Cross-industry, Operations, Professional services" @@ -151669,7 +151669,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply ABC Inventory Analysis and produce ABC inventory classification brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with opess.ethz.ch — Section 11 2 / 11 2 2 The Abc Classification And The Pareto Chart, then confirm that the reference is current and applicable. Inspect ABC Inventory Analysis Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply ABC Inventory Analysis and produce ABC inventory classification brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with opess.ethz.ch \u2014 Section 11 2 / 11 2 2 The Abc Classification And The Pareto Chart, then confirm that the reference is current and applicable. Inspect ABC Inventory Analysis Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -151701,7 +151701,7 @@ ], "source_notes": [ { - "label": "opess.ethz.ch — Section 11 2 / 11 2 2 The Abc Classification And The Pareto Chart", + "label": "opess.ethz.ch \u2014 Section 11 2 / 11 2 2 The Abc Classification And The Pareto Chart", "url": "https://opess.ethz.ch/course/section-11-2/11-2-2-the-abc-classification-and-the-pareto-chart/", "used_for": "Method, standard, or practice reference for ABC Inventory Analysis scope and source checks." }, @@ -151820,10 +151820,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply DORA Metrics to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply DORA Metrics to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is DORA measurement and improvement brief. Start source review with dora.dev — Guides / Dora Metrics Four Keys.", + "summary": "Use this bundle to apply DORA Metrics to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is DORA measurement and improvement brief. Start source review with dora.dev \u2014 Guides / Dora Metrics Four Keys.", "meta_description": "Free DORA Metrics Markdown bundle with workflows, source references, and dORA measurement and improvement brief for use with AI assistants.", "social_summary": "DORA Metrics: dORA measurement and improvement brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,589 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,589 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using DORA Metrics to structure analysis, decisions, facilitation, or review", "Teams working in Cross-industry, Operations, Professional services" @@ -151836,7 +151836,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply DORA Metrics and produce DORA measurement and improvement brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with dora.dev — Guides / Dora Metrics Four Keys, then confirm that the reference is current and applicable. Inspect DORA Metrics Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply DORA Metrics and produce DORA measurement and improvement brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with dora.dev \u2014 Guides / Dora Metrics Four Keys, then confirm that the reference is current and applicable. Inspect DORA Metrics Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -151868,12 +151868,12 @@ ], "source_notes": [ { - "label": "dora.dev — Guides / Dora Metrics Four Keys", + "label": "dora.dev \u2014 Guides / Dora Metrics Four Keys", "url": "https://dora.dev/guides/dora-metrics-four-keys/", "used_for": "Method, standard, or practice reference for DORA Metrics scope and source checks." }, { - "label": "dora.dev — Research", + "label": "dora.dev \u2014 Research", "url": "https://dora.dev/research/", "used_for": "Method, standard, or practice reference for DORA Metrics scope and source checks." } @@ -151987,10 +151987,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Data Contracts to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Data Contracts to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Data contract design and enforcement brief. Start source review with docs.gable.ai — Data Contracts / What Are Data Contracts.", + "summary": "Use this bundle to apply Data Contracts to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Data contract design and enforcement brief. Start source review with docs.gable.ai \u2014 Data Contracts / What Are Data Contracts.", "meta_description": "Free Data Contracts Markdown bundle with workflows, source references, and data contract design and enforcement brief for use with AI assistants.", "social_summary": "Data Contracts: data contract design and enforcement brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,602 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,602 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Data Contracts to structure analysis, decisions, facilitation, or review", "Teams working in Cross-industry, Operations, Professional services" @@ -152003,7 +152003,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Data Contracts and produce Data contract design and enforcement brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with docs.gable.ai — Data Contracts / What Are Data Contracts, then confirm that the reference is current and applicable. Inspect Data Contracts Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Data Contracts and produce Data contract design and enforcement brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with docs.gable.ai \u2014 Data Contracts / What Are Data Contracts, then confirm that the reference is current and applicable. Inspect Data Contracts Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -152035,12 +152035,12 @@ ], "source_notes": [ { - "label": "docs.gable.ai — Data Contracts / What Are Data Contracts", + "label": "docs.gable.ai \u2014 Data Contracts / What Are Data Contracts", "url": "https://docs.gable.ai/docs/data_contracts/what_are_data_contracts", "used_for": "Method, standard, or practice reference for Data Contracts scope and source checks." }, { - "label": "gable.ai — Blog / Data Contracts", + "label": "gable.ai \u2014 Blog / Data Contracts", "url": "https://www.gable.ai/blog/data-contracts", "used_for": "Method, standard, or practice reference for Data Contracts scope and source checks." } @@ -152153,10 +152153,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Dual-Track Agile to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Dual-Track Agile to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Discovery-delivery decision brief. Start source review with svpg.com — Dual Track Agile.", + "summary": "Use this bundle to apply Dual-Track Agile to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Discovery-delivery decision brief. Start source review with svpg.com \u2014 Dual Track Agile.", "meta_description": "Free Dual-Track Agile Markdown bundle with workflows, source references, and discovery-delivery decision brief for use with AI assistants.", "social_summary": "Dual-Track Agile: discovery-delivery decision brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,559 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,559 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Dual-Track Agile to structure analysis, decisions, facilitation, or review", "Teams working in Cross-industry, Operations, Professional services" @@ -152169,7 +152169,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Dual-Track Agile and produce Discovery-delivery decision brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with svpg.com — Dual Track Agile, then confirm that the reference is current and applicable. Inspect Dual-Track Agile Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Dual-Track Agile and produce Discovery-delivery decision brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with svpg.com \u2014 Dual Track Agile, then confirm that the reference is current and applicable. Inspect Dual-Track Agile Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -152201,7 +152201,7 @@ ], "source_notes": [ { - "label": "svpg.com — Dual Track Agile", + "label": "svpg.com \u2014 Dual Track Agile", "url": "https://www.svpg.com/dual-track-agile/", "used_for": "Method, standard, or practice reference for Dual-Track Agile scope and source checks." } @@ -152316,10 +152316,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Escalation Matrix and Tiered Support to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Escalation Matrix and Tiered Support to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Escalation matrix and response brief. Start source review with ontario.ca — Page / Go Its 37 Enterprise Incident Management Process.", + "summary": "Use this bundle to apply Escalation Matrix and Tiered Support to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Escalation matrix and response brief. Start source review with ontario.ca \u2014 Page / Go Its 37 Enterprise Incident Management Process.", "meta_description": "Free Escalation Matrix and Tiered Support Markdown bundle with workflows, source references, and escalation matrix and response brief for use with AI.", "social_summary": "Escalation Matrix and Tiered Support: escalation matrix and response brief, workflows, and review.", - "download_note": "10 Markdown files · 1,707 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,707 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Escalation Matrix and Tiered Support to structure analysis, decisions, facilitation, or review", "Teams working in Cross-industry, Operations, Professional services" @@ -152332,7 +152332,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Escalation Matrix and Tiered Support and produce Escalation matrix and response brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with ontario.ca — Page / Go Its 37 Enterprise Incident Management Process, then confirm that the reference is current and applicable. Inspect Escalation Matrix and Tiered Support Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Escalation Matrix and Tiered Support and produce Escalation matrix and response brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with ontario.ca \u2014 Page / Go Its 37 Enterprise Incident Management Process, then confirm that the reference is current and applicable. Inspect Escalation Matrix and Tiered Support Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -152364,12 +152364,12 @@ ], "source_notes": [ { - "label": "ontario.ca — Page / Go Its 37 Enterprise Incident Management Process", + "label": "ontario.ca \u2014 Page / Go Its 37 Enterprise Incident Management Process", "url": "https://www.ontario.ca/page/go-its-37-enterprise-incident-management-process", "used_for": "Method, standard, or practice reference for Escalation Matrix and Tiered Support scope and source checks." }, { - "label": "wiki.en.it-processmaps.com — Index.php / Incident Management", + "label": "wiki.en.it-processmaps.com \u2014 Index.php / Incident Management", "url": "https://wiki.en.it-processmaps.com/index.php/Incident_Management", "used_for": "Method, standard, or practice reference for Escalation Matrix and Tiered Support scope and source checks." } @@ -152483,10 +152483,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Feature Store Pattern to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Feature Store Pattern to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Feature store architecture and control brief. Start source review with uber.com — Blog / Michelangelo Machine Learning Platform.", + "summary": "Use this bundle to apply Feature Store Pattern to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Feature store architecture and control brief. Start source review with uber.com \u2014 Blog / Michelangelo Machine Learning Platform.", "meta_description": "Free Feature Store Pattern Markdown bundle with workflows, source references, and feature store architecture and control brief for use with AI assistants.", "social_summary": "Feature Store Pattern: feature store architecture and control brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,656 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,656 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Feature Store Pattern to structure analysis, decisions, facilitation, or review", "Teams working in Cross-industry, Operations, Professional services" @@ -152499,7 +152499,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Feature Store Pattern and produce Feature store architecture and control brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with uber.com — Blog / Michelangelo Machine Learning Platform, then confirm that the reference is current and applicable. Inspect Feature Store Pattern Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Feature Store Pattern and produce Feature store architecture and control brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with uber.com \u2014 Blog / Michelangelo Machine Learning Platform, then confirm that the reference is current and applicable. Inspect Feature Store Pattern Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -152531,7 +152531,7 @@ ], "source_notes": [ { - "label": "uber.com — Blog / Michelangelo Machine Learning Platform", + "label": "uber.com \u2014 Blog / Michelangelo Machine Learning Platform", "url": "https://www.uber.com/en-NL/blog/michelangelo-machine-learning-platform/", "used_for": "Method, standard, or practice reference for Feature Store Pattern scope and source checks." }, @@ -152650,10 +152650,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply First Contact Resolution to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply First Contact Resolution to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is First-contact resolution measurement brief. Start source review with sqmgroup.com — Blog / Fcr Metric Operating Philosophy.", + "summary": "Use this bundle to apply First Contact Resolution to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is First-contact resolution measurement brief. Start source review with sqmgroup.com \u2014 Blog / Fcr Metric Operating Philosophy.", "meta_description": "Free First Contact Resolution Markdown bundle with workflows, source references, and first-contact resolution measurement brief for use with AI assistants.", "social_summary": "First Contact Resolution: first-contact resolution measurement brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,663 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,663 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using First Contact Resolution to structure analysis, decisions, facilitation, or review", "Teams working in Cross-industry, Operations, Professional services" @@ -152666,7 +152666,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply First Contact Resolution and produce First-contact resolution measurement brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with sqmgroup.com — Blog / Fcr Metric Operating Philosophy, then confirm that the reference is current and applicable. Inspect First Contact Resolution Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply First Contact Resolution and produce First-contact resolution measurement brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with sqmgroup.com \u2014 Blog / Fcr Metric Operating Philosophy, then confirm that the reference is current and applicable. Inspect First Contact Resolution Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -152698,12 +152698,12 @@ ], "source_notes": [ { - "label": "sqmgroup.com — Blog / Fcr Metric Operating Philosophy", + "label": "sqmgroup.com \u2014 Blog / Fcr Metric Operating Philosophy", "url": "https://www.sqmgroup.com/resources/library/blog/fcr-metric-operating-philosophy", "used_for": "Method, standard, or practice reference for First Contact Resolution scope and source checks." }, { - "label": "Microsoft Learn — Guidance / Agent Business Value Metrics Reference", + "label": "Microsoft Learn \u2014 Guidance / Agent Business Value Metrics Reference", "url": "https://learn.microsoft.com/en-us/microsoft-copilot-studio/guidance/agent-business-value-metrics-reference", "used_for": "Method, standard, or practice reference for First Contact Resolution scope and source checks." } @@ -152821,7 +152821,7 @@ "summary": "Use this bundle to apply G20/OECD Principles of Corporate Governance to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Corporate-governance principles mapping brief.", "meta_description": "Free G20/OECD Principles of Corporate Governance Markdown bundle with workflows, source references, and corporate-governance principles mapping brief for.", "social_summary": "G20/OECD Principles of Corporate Governance: corporate-governance principles mapping brief, workflows.", - "download_note": "10 Markdown files · 1,731 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,731 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using G20/OECD Principles of Corporate Governance to structure analysis, decisions, facilitation, or review", "Teams working in Cross-industry, Operations, Professional services" @@ -152834,7 +152834,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply G20/OECD Principles of Corporate Governance and produce Corporate-governance principles mapping brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with oecd.org — Publications / G20 Oecd Principles Of Corporate Governance 2023 Ed750b30 En, then confirm that the reference is current and applicable. Inspect G20/OECD Principles of Corporate Governance Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply G20/OECD Principles of Corporate Governance and produce Corporate-governance principles mapping brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with oecd.org \u2014 Publications / G20 Oecd Principles Of Corporate Governance 2023 Ed750b30 En, then confirm that the reference is current and applicable. Inspect G20/OECD Principles of Corporate Governance Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -152866,12 +152866,12 @@ ], "source_notes": [ { - "label": "oecd.org — Publications / G20 Oecd Principles Of Corporate Governance 2023 Ed750b30 En", + "label": "oecd.org \u2014 Publications / G20 Oecd Principles Of Corporate Governance 2023 Ed750b30 En", "url": "https://www.oecd.org/en/publications/g20-oecd-principles-of-corporate-governance-2023_ed750b30-en.html", "used_for": "Method, standard, or practice reference for G20/OECD Principles of Corporate Governance scope and source checks." }, { - "label": "oecd.org — 09 / G20 Oecd Principles Of Corporate Governance 2023 60836fcb", + "label": "oecd.org \u2014 09 / G20 Oecd Principles Of Corporate Governance 2023 60836fcb", "url": "https://www.oecd.org/en/publications/2023/09/g20-oecd-principles-of-corporate-governance-2023_60836fcb.html", "used_for": "Method, standard, or practice reference for G20/OECD Principles of Corporate Governance scope and source checks." } @@ -152985,10 +152985,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Gagne's Nine Events of Instruction to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Gagne's Nine Events of Instruction to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Nine Events instructional design brief. Start source review with niu.edu — Instructional Guide / Gagnes Nine Events Of Instruction.shtml.", + "summary": "Use this bundle to apply Gagne's Nine Events of Instruction to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Nine Events instructional design brief. Start source review with niu.edu \u2014 Instructional Guide / Gagnes Nine Events Of Instruction.shtml.", "meta_description": "Free Gagne's Nine Events of Instruction Markdown bundle with workflows, source references, and nine Events instructional design brief for use with AI.", "social_summary": "Gagne's Nine Events of Instruction: nine Events instructional design brief, workflows, and review.", - "download_note": "10 Markdown files · 1,686 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,686 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Gagne's Nine Events of Instruction to structure analysis, decisions, facilitation, or review", "Teams working in Cross-industry, Operations, Professional services" @@ -153001,7 +153001,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Gagne's Nine Events of Instruction and produce Nine Events instructional design brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with niu.edu — Instructional Guide / Gagnes Nine Events Of Instruction.shtml, then confirm that the reference is current and applicable. Inspect Gagne's Nine Events of Instruction Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Gagne's Nine Events of Instruction and produce Nine Events instructional design brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with niu.edu \u2014 Instructional Guide / Gagnes Nine Events Of Instruction.shtml, then confirm that the reference is current and applicable. Inspect Gagne's Nine Events of Instruction Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -153033,12 +153033,12 @@ ], "source_notes": [ { - "label": "niu.edu — Instructional Guide / Gagnes Nine Events Of Instruction.shtml", + "label": "niu.edu \u2014 Instructional Guide / Gagnes Nine Events Of Instruction.shtml", "url": "https://www.niu.edu/citl/resources/guides/instructional-guide/gagnes-nine-events-of-instruction.shtml", "used_for": "Method, standard, or practice reference for Gagne's Nine Events of Instruction scope and source checks." }, { - "label": "citt.ufl.edu — Designing The Learning Experience / Gagnes 9 Events Of Instruction", + "label": "citt.ufl.edu \u2014 Designing The Learning Experience / Gagnes 9 Events Of Instruction", "url": "https://citt.ufl.edu/resources/the-learning-process/designing-the-learning-experience/gagnes-9-events-of-instruction/", "used_for": "Method, standard, or practice reference for Gagne's Nine Events of Instruction scope and source checks." } @@ -153153,10 +153153,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Generally Accepted Auditing Standards to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Generally Accepted Auditing Standards to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is GAAS applicability and audit-planning brief. Start source review with aicpa-cima.com — Landing / Audit Attest And Quality Management Standards.", + "summary": "Use this bundle to apply Generally Accepted Auditing Standards to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is GAAS applicability and audit-planning brief. Start source review with aicpa-cima.com \u2014 Landing / Audit Attest And Quality Management Standards.", "meta_description": "Free Generally Accepted Auditing Standards Markdown bundle with workflows, source references, and gAAS applicability and audit-planning brief for use with.", "social_summary": "Generally Accepted Auditing Standards: gAAS applicability and audit-planning brief, workflows, and.", - "download_note": "10 Markdown files · 1,720 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,720 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Generally Accepted Auditing Standards to structure analysis, decisions, facilitation, or review", "Teams working in Cross-industry, Operations, Professional services" @@ -153169,7 +153169,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Generally Accepted Auditing Standards and produce GAAS applicability and audit-planning brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with aicpa-cima.com — Landing / Audit Attest And Quality Management Standards, then confirm that the reference is current and applicable. Inspect Generally Accepted Auditing Standards Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Generally Accepted Auditing Standards and produce GAAS applicability and audit-planning brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with aicpa-cima.com \u2014 Landing / Audit Attest And Quality Management Standards, then confirm that the reference is current and applicable. Inspect Generally Accepted Auditing Standards Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -153201,12 +153201,12 @@ ], "source_notes": [ { - "label": "aicpa-cima.com — Landing / Audit Attest And Quality Management Standards", + "label": "aicpa-cima.com \u2014 Landing / Audit Attest And Quality Management Standards", "url": "https://www.aicpa-cima.com/resources/landing/audit-attest-and-quality-management-standards", "used_for": "Method, standard, or practice reference for Generally Accepted Auditing Standards scope and source checks." }, { - "label": "aicpa-cima.com — Download / Aicpa Statements On Auditing Standards Currently Effective", + "label": "aicpa-cima.com \u2014 Download / Aicpa Statements On Auditing Standards Currently Effective", "url": "https://www.aicpa-cima.com/resources/download/aicpa-statements-on-auditing-standards-currently-effective/", "used_for": "Method, standard, or practice reference for Generally Accepted Auditing Standards scope and source checks." } @@ -153319,7 +153319,7 @@ "summary": "Use this bundle to apply International Standards on Auditing (ISA) to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is International Standards on Auditing (ISA) application brief.", "meta_description": "Free International Standards on Auditing (ISA) Markdown bundle with workflows, source references, and international Standards on Auditing (ISA) application.", "social_summary": "International Standards on Auditing (ISA): international Standards on Auditing (ISA) application brief.", - "download_note": "10 Markdown files · 1,686 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,686 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using International Standards on Auditing (ISA) to structure analysis, decisions, facilitation, or review", "Teams working in Accounting, financial reporting, and corporate-governance frameworks" @@ -153332,7 +153332,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply International Standards on Auditing (ISA) and produce International Standards on Auditing (ISA) application brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with iaasb.org — Publications / 2025 Handbook International Quality Management Auditing Review Other Assurance And Related Services, then confirm that the reference is current and applicable. Inspect International Standards on Auditing (ISA) Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply International Standards on Auditing (ISA) and produce International Standards on Auditing (ISA) application brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with iaasb.org \u2014 Publications / 2025 Handbook International Quality Management Auditing Review Other Assurance And Related Services, then confirm that the reference is current and applicable. Inspect International Standards on Auditing (ISA) Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -153364,12 +153364,12 @@ ], "source_notes": [ { - "label": "iaasb.org — Publications / 2025 Handbook International Quality Management Auditing Review Other Assurance And Related Services", + "label": "iaasb.org \u2014 Publications / 2025 Handbook International Quality Management Auditing Review Other Assurance And Related Services", "url": "https://www.iaasb.org/publications/2025-handbook-international-quality-management-auditing-review-other-assurance-and-related-services", "used_for": "Method, standard, or practice reference for International Standards on Auditing (ISA) scope and source checks." }, { - "label": "iaasb.org — Standards Pronouncements", + "label": "iaasb.org \u2014 Standards Pronouncements", "url": "https://www.iaasb.org/standards-pronouncements", "used_for": "Method, standard, or practice reference for International Standards on Auditing (ISA) scope and source checks." } @@ -153478,10 +153478,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Lean Six Sigma to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Lean Six Sigma to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Lean Six Sigma application brief. Start source review with asq.org — Quality Resources / Six Sigma.", + "summary": "Use this bundle to apply Lean Six Sigma to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Lean Six Sigma application brief. Start source review with asq.org \u2014 Quality Resources / Six Sigma.", "meta_description": "Free Lean Six Sigma Markdown bundle with workflows, source references, and lean Six Sigma application brief for use with AI assistants.", "social_summary": "Lean Six Sigma: lean Six Sigma application brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,611 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,611 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Lean Six Sigma to structure analysis, decisions, facilitation, or review", "Teams working in Supply-chain and operations management" @@ -153494,7 +153494,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Lean Six Sigma and produce Lean Six Sigma application brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with asq.org — Quality Resources / Six Sigma, then confirm that the reference is current and applicable. Inspect Lean Six Sigma Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Lean Six Sigma and produce Lean Six Sigma application brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with asq.org \u2014 Quality Resources / Six Sigma, then confirm that the reference is current and applicable. Inspect Lean Six Sigma Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -153526,12 +153526,12 @@ ], "source_notes": [ { - "label": "asq.org — Quality Resources / Six Sigma", + "label": "asq.org \u2014 Quality Resources / Six Sigma", "url": "https://asq.org/quality-resources/six-sigma", "used_for": "Method, standard, or practice reference for Lean Six Sigma scope and source checks." }, { - "label": "asq.org — Quality Resources / Dmaic", + "label": "asq.org \u2014 Quality Resources / Dmaic", "url": "https://asq.org/quality-resources/dmaic", "used_for": "Method, standard, or practice reference for Lean Six Sigma scope and source checks." } @@ -153641,10 +153641,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Lean Startup / Build-Measure-Learn to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Lean Startup / Build-Measure-Learn to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Lean Startup / Build-Measure-Learn application brief. Start source review with theleanstartup.com — Principles.", + "summary": "Use this bundle to apply Lean Startup / Build-Measure-Learn to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Lean Startup / Build-Measure-Learn application brief. Start source review with theleanstartup.com \u2014 Principles.", "meta_description": "Free Lean Startup / Build-Measure-Learn Markdown bundle with workflows, source references, and lean Startup / Build-Measure-Learn application brief for use.", "social_summary": "Lean Startup / Build-Measure-Learn: lean Startup / Build-Measure-Learn application brief, workflows, and.", - "download_note": "10 Markdown files · 1,608 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,608 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Lean Startup / Build-Measure-Learn to structure analysis, decisions, facilitation, or review", "Teams working in Product management and product innovation" @@ -153657,7 +153657,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Lean Startup / Build-Measure-Learn and produce Lean Startup / Build-Measure-Learn application brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with theleanstartup.com — Principles, then confirm that the reference is current and applicable. Inspect Lean Startup / Build-Measure-Learn Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Lean Startup / Build-Measure-Learn and produce Lean Startup / Build-Measure-Learn application brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with theleanstartup.com \u2014 Principles, then confirm that the reference is current and applicable. Inspect Lean Startup / Build-Measure-Learn Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -153689,7 +153689,7 @@ ], "source_notes": [ { - "label": "theleanstartup.com — Principles", + "label": "theleanstartup.com \u2014 Principles", "url": "https://theleanstartup.com/principles", "used_for": "Method, standard, or practice reference for Lean Startup / Build-Measure-Learn scope and source checks." } @@ -153801,10 +153801,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files that shows an AI assistant how to apply Material Requirements Planning (MRP) / MRP II to evidence, decisions, and reviewable outputs.", - "summary": "Use this bundle to apply Material Requirements Planning (MRP) / MRP II to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Material Requirements Planning (MRP) / MRP II application brief. Start source review with learn.ascm.org — Download / 069R3000006PlDHIA0.", + "summary": "Use this bundle to apply Material Requirements Planning (MRP) / MRP II to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Material Requirements Planning (MRP) / MRP II application brief. Start source review with learn.ascm.org \u2014 Download / 069R3000006PlDHIA0.", "meta_description": "Free Material Requirements Planning (MRP) / MRP II Markdown bundle with workflows, source references, and material Requirements Planning (MRP) / MRP II.", "social_summary": "Material Requirements Planning (MRP) / MRP II: material Requirements Planning (MRP) / MRP II application.", - "download_note": "10 Markdown files · 1,742 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,742 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Material Requirements Planning (MRP) / MRP II to structure analysis, decisions, facilitation, or review", "Teams working in Supply-chain and operations management" @@ -153817,7 +153817,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Material Requirements Planning (MRP) / MRP II and produce Material Requirements Planning (MRP) / MRP II application brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with learn.ascm.org — Download / 069R3000006PlDHIA0, then confirm that the reference is current and applicable. Inspect Material Requirements Planning (MRP) / MRP II Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Material Requirements Planning (MRP) / MRP II and produce Material Requirements Planning (MRP) / MRP II application brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with learn.ascm.org \u2014 Download / 069R3000006PlDHIA0, then confirm that the reference is current and applicable. Inspect Material Requirements Planning (MRP) / MRP II Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -153849,12 +153849,12 @@ ], "source_notes": [ { - "label": "learn.ascm.org — Download / 069R3000006PlDHIA0", + "label": "learn.ascm.org \u2014 Download / 069R3000006PlDHIA0", "url": "https://learn.ascm.org/sfc/servlet.shepherd/document/download/069R3000006PlDHIA0?operationContext=S1", "used_for": "Method, standard, or practice reference for Material Requirements Planning (MRP) / MRP II scope and source checks." }, { - "label": "learningsystem.ascm.org — 11 / CPIM LS 2020 Excerpt 2", + "label": "learningsystem.ascm.org \u2014 11 / CPIM LS 2020 Excerpt 2", "url": "https://learningsystem.ascm.org/wp-content/uploads/2019/11/CPIM_LS_2020_Excerpt-2.pdf", "used_for": "Method, standard, or practice reference for Material Requirements Planning (MRP) / MRP II scope and source checks." } @@ -153971,7 +153971,7 @@ "summary": "Use this bundle to apply Mayer's Principles of Multimedia Learning to a concrete question while keeping evidence, assumptions, stakeholder judgment, and review criteria visible. The page previews a framework guide, an overview, a workflow, and a template; the intended output is Mayer's Principles of Multimedia Learning application brief.", "meta_description": "Free Mayer's Principles of Multimedia Learning Markdown bundle with workflows, source references, and mayer's Principles of Multimedia Learning application.", "social_summary": "Mayer's Principles of Multimedia Learning: mayer's Principles of Multimedia Learning application brief.", - "download_note": "10 Markdown files · 1,703 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,703 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Practitioners using Mayer's Principles of Multimedia Learning to structure analysis, decisions, facilitation, or review", "Teams working in Instructional design and learning & development" @@ -153984,7 +153984,7 @@ "The decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome.", "Existing analysis, definitions, assumptions, examples, and review criteria that the framework must reconcile." ], - "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Mayer's Principles of Multimedia Learning and produce Mayer's Principles of Multimedia Learning application brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with cambridge.org — Multimedia Learning / FB7E79A165D24D47CEACEB4D2C426ECD, then confirm that the reference is current and applicable. Inspect Mayer's Principles of Multimedia Learning Source-Aware Guide before drafting.", + "agent_use_example": "Provide the decision or question, available evidence, operating constraints, affected stakeholders, and desired outcome. Ask the agent to apply Mayer's Principles of Multimedia Learning and produce Mayer's Principles of Multimedia Learning application brief that shows how evidence maps to the framework, where judgment is required, and what remains unresolved. Begin with cambridge.org \u2014 Multimedia Learning / FB7E79A165D24D47CEACEB4D2C426ECD, then confirm that the reference is current and applicable. Inspect Mayer's Principles of Multimedia Learning Source-Aware Guide before drafting.", "not_for": [ "Applying the framework mechanically when the decision requires missing evidence, stakeholder judgment, or qualified review." ], @@ -154016,12 +154016,12 @@ ], "source_notes": [ { - "label": "cambridge.org — Multimedia Learning / FB7E79A165D24D47CEACEB4D2C426ECD", + "label": "cambridge.org \u2014 Multimedia Learning / FB7E79A165D24D47CEACEB4D2C426ECD", "url": "https://www.cambridge.org/highereducation/books/multimedia-learning/FB7E79A165D24D47CEACEB4D2C426ECD", "used_for": "Method, standard, or practice reference for Mayer's Principles of Multimedia Learning scope and source checks." }, { - "label": "cambridge.org — Cognitive Theory Of Multimedia Learning / 24E5AEDEC8F4137E37E15BD2BCA91326", + "label": "cambridge.org \u2014 Cognitive Theory Of Multimedia Learning / 24E5AEDEC8F4137E37E15BD2BCA91326", "url": "https://www.cambridge.org/core/books/abs/cambridge-handbook-of-multimedia-learning/cognitive-theory-of-multimedia-learning/24E5AEDEC8F4137E37E15BD2BCA91326", "used_for": "Method, standard, or practice reference for Mayer's Principles of Multimedia Learning scope and source checks." } @@ -154136,10 +154136,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Brand Style Guide with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Brand Style Guide with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Brand Style Guide. Start source review with blog.hubspot.com — Marketing / Brand Style Guide.", + "summary": "Use this bundle to draft or review Brand Style Guide with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Brand Style Guide. Start source review with blog.hubspot.com \u2014 Marketing / Brand Style Guide.", "meta_description": "Free Brand Style Guide Markdown bundle with workflows, source references, and brand Style Guide for use with AI assistants.", "social_summary": "Brand Style Guide: brand Style Guide, workflows, and review guidance", - "download_note": "10 Markdown files · 1,573 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,573 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Brand Style Guide", "Teams working in Cross-industry" @@ -154152,7 +154152,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Brand Style Guide and return Brand Style Guide with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with blog.hubspot.com — Marketing / Brand Style Guide, then confirm that the reference is current and applicable. Inspect Brand Style Guide Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Brand Style Guide and return Brand Style Guide with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with blog.hubspot.com \u2014 Marketing / Brand Style Guide, then confirm that the reference is current and applicable. Inspect Brand Style Guide Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -154184,12 +154184,12 @@ ], "source_notes": [ { - "label": "blog.hubspot.com — Marketing / Brand Style Guide", + "label": "blog.hubspot.com \u2014 Marketing / Brand Style Guide", "url": "https://blog.hubspot.com/marketing/brand-style-guide", "used_for": "Format, practice, or subject-matter reference for Brand Style Guide scope and source checks." }, { - "label": "W3C — Tips / Designing", + "label": "W3C \u2014 Tips / Designing", "url": "https://www.w3.org/WAI/tips/designing/", "used_for": "Format, practice, or subject-matter reference for Brand Style Guide scope and source checks." } @@ -154302,10 +154302,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Conversion Funnel Analysis with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Conversion Funnel Analysis with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Conversion Funnel Analysis. Start source review with experienceleague.adobe.com — Guided Analysis / Funnel.", + "summary": "Use this bundle to draft or review Conversion Funnel Analysis with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Conversion Funnel Analysis. Start source review with experienceleague.adobe.com \u2014 Guided Analysis / Funnel.", "meta_description": "Free Conversion Funnel Analysis Markdown bundle with workflows, source references, and conversion Funnel Analysis for use with AI assistants.", "social_summary": "Conversion Funnel Analysis: conversion Funnel Analysis, workflows, and review guidance", - "download_note": "10 Markdown files · 1,573 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,573 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Conversion Funnel Analysis", "Teams working in Cross-industry" @@ -154318,7 +154318,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Conversion Funnel Analysis and return Conversion Funnel Analysis with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with experienceleague.adobe.com — Guided Analysis / Funnel, then confirm that the reference is current and applicable. Inspect Conversion Funnel Analysis Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Conversion Funnel Analysis and return Conversion Funnel Analysis with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with experienceleague.adobe.com \u2014 Guided Analysis / Funnel, then confirm that the reference is current and applicable. Inspect Conversion Funnel Analysis Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -154350,7 +154350,7 @@ ], "source_notes": [ { - "label": "experienceleague.adobe.com — Guided Analysis / Funnel", + "label": "experienceleague.adobe.com \u2014 Guided Analysis / Funnel", "url": "https://experienceleague.adobe.com/en/docs/analytics-platform/using/guided-analysis/funnel", "used_for": "Format, practice, or subject-matter reference for Conversion Funnel Analysis scope and source checks." } @@ -154461,10 +154461,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Release Notes with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Release Notes with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Release Notes. Start source review with thegooddocsproject.dev — Template / Release Notes.", + "summary": "Use this bundle to draft or review Release Notes with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Release Notes. Start source review with thegooddocsproject.dev \u2014 Template / Release Notes.", "meta_description": "Free Release Notes Markdown bundle with workflows, source references, and release Notes for use with AI assistants.", "social_summary": "Release Notes: release Notes, workflows, and review guidance", - "download_note": "10 Markdown files · 1,518 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,518 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Release Notes", "Teams working in Cross-industry" @@ -154477,7 +154477,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Release Notes and return Release Notes with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with thegooddocsproject.dev — Template / Release Notes, then confirm that the reference is current and applicable. Inspect Release Notes Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Release Notes and return Release Notes with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with thegooddocsproject.dev \u2014 Template / Release Notes, then confirm that the reference is current and applicable. Inspect Release Notes Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -154509,7 +154509,7 @@ ], "source_notes": [ { - "label": "thegooddocsproject.dev — Template / Release Notes", + "label": "thegooddocsproject.dev \u2014 Template / Release Notes", "url": "https://www.thegooddocsproject.dev/template/release-notes", "used_for": "Format, practice, or subject-matter reference for Release Notes scope and source checks." } @@ -154624,10 +154624,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing SOPs / Training Materials with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review SOPs / Training Materials with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is SOPs / Training Materials. Start source review with training.gov.au — FSK / FSKRDG009 R1.", + "summary": "Use this bundle to draft or review SOPs / Training Materials with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is SOPs / Training Materials. Start source review with training.gov.au \u2014 FSK / FSKRDG009 R1.", "meta_description": "Free SOPs / Training Materials Markdown bundle with workflows, source references, and sOPs / Training Materials for use with AI assistants.", "social_summary": "SOPs / Training Materials: sOPs / Training Materials, workflows, and review guidance", - "download_note": "10 Markdown files · 1,575 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,575 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on SOPs / Training Materials", "Teams working in Cross-industry" @@ -154640,7 +154640,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review SOPs / Training Materials and return SOPs / Training Materials with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with training.gov.au — FSK / FSKRDG009 R1, then confirm that the reference is current and applicable. Inspect SOPs / Training Materials Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review SOPs / Training Materials and return SOPs / Training Materials with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with training.gov.au \u2014 FSK / FSKRDG009 R1, then confirm that the reference is current and applicable. Inspect SOPs / Training Materials Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -154672,7 +154672,7 @@ ], "source_notes": [ { - "label": "training.gov.au — FSK / FSKRDG009 R1", + "label": "training.gov.au \u2014 FSK / FSKRDG009 R1", "url": "https://training.gov.au/TrainingComponentFiles/FSK/FSKRDG009_R1.pdf", "used_for": "Format, practice, or subject-matter reference for SOPs / Training Materials scope and source checks." } @@ -154788,10 +154788,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Customer Satisfaction (CSAT/NPS) Report with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Customer Satisfaction (CSAT/NPS) Report with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Customer Satisfaction (CSAT/NPS) Report. Start source review with qualtrics.com — Customer / Customer Satisfaction.", + "summary": "Use this bundle to draft or review Customer Satisfaction (CSAT/NPS) Report with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Customer Satisfaction (CSAT/NPS) Report. Start source review with qualtrics.com \u2014 Customer / Customer Satisfaction.", "meta_description": "Free Customer Satisfaction (CSAT/NPS) Report Markdown bundle with workflows, source references, and customer Satisfaction (CSAT/NPS) Report for use with AI.", "social_summary": "Customer Satisfaction (CSAT/NPS) Report: customer Satisfaction (CSAT/NPS) Report, workflows, and review.", - "download_note": "10 Markdown files · 1,646 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,646 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Customer Satisfaction (CSAT/NPS) Report", "Teams working in Cross-industry" @@ -154804,7 +154804,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Customer Satisfaction (CSAT/NPS) Report and return Customer Satisfaction (CSAT/NPS) Report with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with qualtrics.com — Customer / Customer Satisfaction, then confirm that the reference is current and applicable. Inspect Customer Satisfaction (CSAT/NPS) Report Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Customer Satisfaction (CSAT/NPS) Report and return Customer Satisfaction (CSAT/NPS) Report with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with qualtrics.com \u2014 Customer / Customer Satisfaction, then confirm that the reference is current and applicable. Inspect Customer Satisfaction (CSAT/NPS) Report Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -154836,12 +154836,12 @@ ], "source_notes": [ { - "label": "qualtrics.com — Customer / Customer Satisfaction", + "label": "qualtrics.com \u2014 Customer / Customer Satisfaction", "url": "https://www.qualtrics.com/experience-management/customer/customer-satisfaction/", "used_for": "Format, practice, or subject-matter reference for Customer Satisfaction (CSAT/NPS) Report scope and source checks." }, { - "label": "qualtrics.com — Customer / Net Promoter Score", + "label": "qualtrics.com \u2014 Customer / Net Promoter Score", "url": "https://www.qualtrics.com/experience-management/customer/net-promoter-score/", "used_for": "Format, practice, or subject-matter reference for Customer Satisfaction (CSAT/NPS) Report scope and source checks." } @@ -154956,10 +154956,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Escalation Report / Summary with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Escalation Report / Summary with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Escalation Report / Summary. Start source review with atlassian.com — On Call / Escalation Policies.", + "summary": "Use this bundle to draft or review Escalation Report / Summary with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Escalation Report / Summary. Start source review with atlassian.com \u2014 On Call / Escalation Policies.", "meta_description": "Free Escalation Report / Summary Markdown bundle with workflows, source references, and escalation Report / Summary for use with AI assistants.", "social_summary": "Escalation Report / Summary: escalation Report / Summary, workflows, and review guidance", - "download_note": "10 Markdown files · 1,574 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,574 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Escalation Report / Summary", "Teams working in Cross-industry" @@ -154972,7 +154972,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Escalation Report / Summary and return Escalation Report / Summary with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with atlassian.com — On Call / Escalation Policies, then confirm that the reference is current and applicable. Inspect Escalation Report / Summary Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Escalation Report / Summary and return Escalation Report / Summary with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with atlassian.com \u2014 On Call / Escalation Policies, then confirm that the reference is current and applicable. Inspect Escalation Report / Summary Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -155004,12 +155004,12 @@ ], "source_notes": [ { - "label": "atlassian.com — On Call / Escalation Policies", + "label": "atlassian.com \u2014 On Call / Escalation Policies", "url": "https://www.atlassian.com/incident-management/on-call/escalation-policies", "used_for": "Format, practice, or subject-matter reference for Escalation Report / Summary scope and source checks." }, { - "label": "atlassian.com — Handbook / Incident Response", + "label": "atlassian.com \u2014 Handbook / Incident Response", "url": "https://www.atlassian.com/incident-management/handbook/incident-response", "used_for": "Format, practice, or subject-matter reference for Escalation Report / Summary scope and source checks." } @@ -155123,10 +155123,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Financial Statements with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Financial Statements with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Financial Statements. Start source review with U.S. Securities and Exchange Commission — Reports Publications / Beginners Guide Financial Statements.", + "summary": "Use this bundle to draft or review Financial Statements with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Financial Statements. Start source review with U.S. Securities and Exchange Commission \u2014 Reports Publications / Beginners Guide Financial Statements.", "meta_description": "Free Financial Statements Markdown bundle with workflows, source references, and financial Statements for use with AI assistants.", "social_summary": "Financial Statements: financial Statements, workflows, and review guidance", - "download_note": "10 Markdown files · 1,537 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,537 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Financial Statements", "Teams working in Cross-industry" @@ -155139,7 +155139,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Financial Statements and return Financial Statements with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with U.S. Securities and Exchange Commission — Reports Publications / Beginners Guide Financial Statements, then confirm that the reference is current and applicable. Inspect Financial Statements Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Financial Statements and return Financial Statements with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with U.S. Securities and Exchange Commission \u2014 Reports Publications / Beginners Guide Financial Statements, then confirm that the reference is current and applicable. Inspect Financial Statements Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -155171,7 +155171,7 @@ ], "source_notes": [ { - "label": "U.S. Securities and Exchange Commission — Reports Publications / Beginners Guide Financial Statements", + "label": "U.S. Securities and Exchange Commission \u2014 Reports Publications / Beginners Guide Financial Statements", "url": "https://www.sec.gov/about/reports-publications/beginners-guide-financial-statements", "used_for": "Format, practice, or subject-matter reference for Financial Statements scope and source checks." } @@ -155285,10 +155285,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Experiment / A-B Test Design & Results with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Experiment / A-B Test Design & Results with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Experiment / A-B Test Design & Results. Start source review with Google Help — Answer / 13468470.", + "summary": "Use this bundle to draft or review Experiment / A-B Test Design & Results with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Experiment / A-B Test Design & Results. Start source review with Google Help \u2014 Answer / 13468470.", "meta_description": "Free Experiment / A-B Test Design & Results Markdown bundle with workflows, source references, and experiment / A-B Test Design & Results for use with AI.", "social_summary": "Experiment / A-B Test Design & Results: experiment / A-B Test Design & Results, workflows, and review.", - "download_note": "10 Markdown files · 1,647 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,647 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Experiment / A-B Test Design & Results", "Teams working in Cross-industry" @@ -155301,7 +155301,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Experiment / A-B Test Design & Results and return Experiment / A-B Test Design & Results with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with Google Help — Answer / 13468470, then confirm that the reference is current and applicable. Inspect Experiment / A-B Test Design & Results Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Experiment / A-B Test Design & Results and return Experiment / A-B Test Design & Results with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with Google Help \u2014 Answer / 13468470, then confirm that the reference is current and applicable. Inspect Experiment / A-B Test Design & Results Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -155333,7 +155333,7 @@ ], "source_notes": [ { - "label": "Google Help — Answer / 13468470", + "label": "Google Help \u2014 Answer / 13468470", "url": "https://support.google.com/analytics/answer/13468470?hl=en", "used_for": "Format, practice, or subject-matter reference for Experiment / A-B Test Design & Results scope and source checks." } @@ -155447,10 +155447,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Offer Letter with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Offer Letter with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Offer Letter. Start source review with U.S. Equal Employment Opportunity Commission — Foia / Eeoc Informal Discussion Letter 185.", + "summary": "Use this bundle to draft or review Offer Letter with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Offer Letter. Start source review with U.S. Equal Employment Opportunity Commission \u2014 Foia / Eeoc Informal Discussion Letter 185.", "meta_description": "Free Offer Letter Markdown bundle with workflows, source references, and offer Letter for use with AI assistants.", "social_summary": "Offer Letter: offer Letter, workflows, and review guidance", - "download_note": "10 Markdown files · 1,531 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,531 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Offer Letter", "Teams working in Cross-industry" @@ -155463,7 +155463,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Offer Letter and return Offer Letter with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with U.S. Equal Employment Opportunity Commission — Foia / Eeoc Informal Discussion Letter 185, then confirm that the reference is current and applicable. Inspect Offer Letter Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Offer Letter and return Offer Letter with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with U.S. Equal Employment Opportunity Commission \u2014 Foia / Eeoc Informal Discussion Letter 185, then confirm that the reference is current and applicable. Inspect Offer Letter Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -155495,12 +155495,12 @@ ], "source_notes": [ { - "label": "U.S. Equal Employment Opportunity Commission — Foia / Eeoc Informal Discussion Letter 185", + "label": "U.S. Equal Employment Opportunity Commission \u2014 Foia / Eeoc Informal Discussion Letter 185", "url": "https://www.eeoc.gov/foia/eeoc-informal-discussion-letter-185", "used_for": "Format, practice, or subject-matter reference for Offer Letter scope and source checks." }, { - "label": "shrm.org — Hr Forms / Offer Letter", + "label": "shrm.org \u2014 Hr Forms / Offer Letter", "url": "https://www.shrm.org/topics-tools/tools/hr-forms/offer-letter", "used_for": "Format, practice, or subject-matter reference for Offer Letter scope and source checks." } @@ -155609,10 +155609,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing User Flow with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review User Flow with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is User Flow. Start source review with nngroup.com — Articles / User Journeys Vs User Flows.", + "summary": "Use this bundle to draft or review User Flow with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is User Flow. Start source review with nngroup.com \u2014 Articles / User Journeys Vs User Flows.", "meta_description": "Free User Flow Markdown bundle with workflows, source references, and user Flow for use with AI assistants.", "social_summary": "User Flow: user Flow, workflows, and review guidance", - "download_note": "10 Markdown files · 1,521 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,521 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on User Flow", "Teams working in Cross-industry" @@ -155625,7 +155625,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review User Flow and return User Flow with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with nngroup.com — Articles / User Journeys Vs User Flows, then confirm that the reference is current and applicable. Inspect User Flow Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review User Flow and return User Flow with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with nngroup.com \u2014 Articles / User Journeys Vs User Flows, then confirm that the reference is current and applicable. Inspect User Flow Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -155657,7 +155657,7 @@ ], "source_notes": [ { - "label": "nngroup.com — Articles / User Journeys Vs User Flows", + "label": "nngroup.com \u2014 Articles / User Journeys Vs User Flows", "url": "https://www.nngroup.com/articles/user-journeys-vs-user-flows/", "used_for": "Format, practice, or subject-matter reference for User Flow scope and source checks." } @@ -155771,10 +155771,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Capacity Planning Report with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Capacity Planning Report with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Capacity Planning Report. Start source review with sre.google — Sre Book.", + "summary": "Use this bundle to draft or review Capacity Planning Report with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Capacity Planning Report. Start source review with sre.google \u2014 Sre Book.", "meta_description": "Free Capacity Planning Report Markdown bundle with workflows, source references, and capacity Planning Report for use with AI assistants.", "social_summary": "Capacity Planning Report: capacity Planning Report, workflows, and review guidance", - "download_note": "10 Markdown files · 1,566 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,566 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Capacity Planning Report", "Teams working in Cross-industry" @@ -155787,7 +155787,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Capacity Planning Report and return Capacity Planning Report with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with sre.google — Sre Book, then confirm that the reference is current and applicable. Inspect Capacity Planning Report Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Capacity Planning Report and return Capacity Planning Report with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with sre.google \u2014 Sre Book, then confirm that the reference is current and applicable. Inspect Capacity Planning Report Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -155819,12 +155819,12 @@ ], "source_notes": [ { - "label": "sre.google — Sre Book", + "label": "sre.google \u2014 Sre Book", "url": "https://sre.google/sre-book/introduction/", "used_for": "Format, practice, or subject-matter reference for Capacity Planning Report scope and source checks." }, { - "label": "sre.google — Sre Book / Service Best Practices", + "label": "sre.google \u2014 Sre Book / Service Best Practices", "url": "https://sre.google/sre-book/service-best-practices/", "used_for": "Format, practice, or subject-matter reference for Capacity Planning Report scope and source checks." } @@ -155939,10 +155939,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Content / Asset Library with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Content / Asset Library with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Content / Asset Library. Start source review with frontify.com — Guide / Asset Libraries.", + "summary": "Use this bundle to draft or review Content / Asset Library with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Content / Asset Library. Start source review with frontify.com \u2014 Guide / Asset Libraries.", "meta_description": "Free Content / Asset Library Markdown bundle with workflows, source references, and content / Asset Library for use with AI assistants.", "social_summary": "Content / Asset Library: content / Asset Library, workflows, and review guidance", - "download_note": "10 Markdown files · 1,573 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,573 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Content / Asset Library", "Teams working in Cross-industry" @@ -155955,7 +155955,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Content / Asset Library and return Content / Asset Library with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with frontify.com — Guide / Asset Libraries, then confirm that the reference is current and applicable. Inspect Content / Asset Library Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Content / Asset Library and return Content / Asset Library with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with frontify.com \u2014 Guide / Asset Libraries, then confirm that the reference is current and applicable. Inspect Content / Asset Library Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -155987,12 +155987,12 @@ ], "source_notes": [ { - "label": "frontify.com — Guide / Asset Libraries", + "label": "frontify.com \u2014 Guide / Asset Libraries", "url": "https://www.frontify.com/en/guide/asset-libraries", "used_for": "Format, practice, or subject-matter reference for Content / Asset Library scope and source checks." }, { - "label": "help.frontify.com — Collections / 22292 Digital Asset Management", + "label": "help.frontify.com \u2014 Collections / 22292 Digital Asset Management", "url": "https://help.frontify.com/en/collections/22292-digital-asset-management", "used_for": "Format, practice, or subject-matter reference for Content / Asset Library scope and source checks." } @@ -156106,10 +156106,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Content Brief / Storyboard with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Content Brief / Storyboard with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Content Brief / Storyboard. Start source review with marketmuse.com — 07 / Building A Better Content Brief MarketMuse.", + "summary": "Use this bundle to draft or review Content Brief / Storyboard with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Content Brief / Storyboard. Start source review with marketmuse.com \u2014 07 / Building A Better Content Brief MarketMuse.", "meta_description": "Free Content Brief / Storyboard Markdown bundle with workflows, source references, and content Brief / Storyboard for use with AI assistants.", "social_summary": "Content Brief / Storyboard: content Brief / Storyboard, workflows, and review guidance", - "download_note": "10 Markdown files · 1,580 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,580 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Content Brief / Storyboard", "Teams working in Cross-industry" @@ -156122,7 +156122,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Content Brief / Storyboard and return Content Brief / Storyboard with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with marketmuse.com — 07 / Building A Better Content Brief MarketMuse, then confirm that the reference is current and applicable. Inspect Content Brief / Storyboard Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Content Brief / Storyboard and return Content Brief / Storyboard with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with marketmuse.com \u2014 07 / Building A Better Content Brief MarketMuse, then confirm that the reference is current and applicable. Inspect Content Brief / Storyboard Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -156154,12 +156154,12 @@ ], "source_notes": [ { - "label": "marketmuse.com — 07 / Building A Better Content Brief MarketMuse", + "label": "marketmuse.com \u2014 07 / Building A Better Content Brief MarketMuse", "url": "https://www.marketmuse.com/wp-content/uploads/2021/07/Building-a-better-content-brief-MarketMuse.pdf", "used_for": "Format, practice, or subject-matter reference for Content Brief / Storyboard scope and source checks." }, { - "label": "GOV.UK — User Research / Start By Learning User Needs", + "label": "GOV.UK \u2014 User Research / Start By Learning User Needs", "url": "https://www.gov.uk/service-manual/user-research/start-by-learning-user-needs", "used_for": "Format, practice, or subject-matter reference for Content Brief / Storyboard scope and source checks." } @@ -156269,10 +156269,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Creative Brief with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Creative Brief with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Creative Brief. Start source review with blog.hubspot.com — Marketing / Creative Brief.", + "summary": "Use this bundle to draft or review Creative Brief with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Creative Brief. Start source review with blog.hubspot.com \u2014 Marketing / Creative Brief.", "meta_description": "Free Creative Brief Markdown bundle with workflows, source references, and creative Brief for use with AI assistants.", "social_summary": "Creative Brief: creative Brief, workflows, and review guidance", - "download_note": "10 Markdown files · 1,520 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,520 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Creative Brief", "Teams working in Cross-industry" @@ -156285,7 +156285,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Creative Brief and return Creative Brief with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with blog.hubspot.com — Marketing / Creative Brief, then confirm that the reference is current and applicable. Inspect Creative Brief Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Creative Brief and return Creative Brief with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with blog.hubspot.com \u2014 Marketing / Creative Brief, then confirm that the reference is current and applicable. Inspect Creative Brief Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -156317,7 +156317,7 @@ ], "source_notes": [ { - "label": "blog.hubspot.com — Marketing / Creative Brief", + "label": "blog.hubspot.com \u2014 Marketing / Creative Brief", "url": "https://blog.hubspot.com/marketing/creative-brief", "used_for": "Format, practice, or subject-matter reference for Creative Brief scope and source checks." } @@ -156429,10 +156429,10 @@ }, "landing_page": { "definition": "A free, open-source set of 10 Markdown files for drafting and reviewing Interview Scorecard with explicit evidence, constraints, and approval boundaries.", - "summary": "Use this bundle to draft or review Interview Scorecard with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Interview Scorecard. Start source review with greenhouse.com — Glossary / What Is An Interview Scorecard.", + "summary": "Use this bundle to draft or review Interview Scorecard with source evidence, open questions, owners, and approval gates kept explicit. The page previews a deliverable guide, an overview, a workflow, and a quality rubric; the intended output is Interview Scorecard. Start source review with greenhouse.com \u2014 Glossary / What Is An Interview Scorecard.", "meta_description": "Free Interview Scorecard Markdown bundle with workflows, source references, and interview Scorecard for use with AI assistants.", "social_summary": "Interview Scorecard: interview Scorecard, workflows, and review guidance", - "download_note": "10 Markdown files · 1,529 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,529 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "People drafting, reviewing, approving, or relying on Interview Scorecard", "Teams working in Cross-industry" @@ -156445,7 +156445,7 @@ "The document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action.", "Existing drafts, templates, policies, examples, terminology, and review criteria that the output must follow." ], - "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Interview Scorecard and return Interview Scorecard with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with greenhouse.com — Glossary / What Is An Interview Scorecard, then confirm that the reference is current and applicable. Inspect Interview Scorecard Source-Aware Guide before drafting.", + "agent_use_example": "Provide the document purpose, audience, source evidence, required sections, constraints, approvers, and intended decision or action. Ask the agent to draft or review Interview Scorecard and return Interview Scorecard with material claims tied to evidence and assumptions, open questions, reviewers, and approval gates marked. Begin with greenhouse.com \u2014 Glossary / What Is An Interview Scorecard, then confirm that the reference is current and applicable. Inspect Interview Scorecard Source-Aware Guide before drafting.", "not_for": [ "Publishing, approving, or acting on a draft before its material claims, source evidence, owners, and approval gates have been reviewed." ], @@ -156477,12 +156477,12 @@ ], "source_notes": [ { - "label": "greenhouse.com — Glossary / What Is An Interview Scorecard", + "label": "greenhouse.com \u2014 Glossary / What Is An Interview Scorecard", "url": "https://www.greenhouse.com/resources/glossary/what-is-an-interview-scorecard", "used_for": "Format, practice, or subject-matter reference for Interview Scorecard scope and source checks." }, { - "label": "greenhouse.com — Blog / Structured Hiring Explained", + "label": "greenhouse.com \u2014 Blog / Structured Hiring Explained", "url": "https://www.greenhouse.com/blog/structured-hiring-explained", "used_for": "Format, practice, or subject-matter reference for Interview Scorecard scope and source checks." } @@ -156498,8 +156498,8 @@ }, { "id": "lgpd-security-measures", - "title": "Technical and Administrative Security Measures — Arts. 46-49 LGPD", - "description": "Source-aware guidance for applying Technical and Administrative Security Measures — Arts. 46-49 LGPD to evidence, decisions, validation, and qualified review.", + "title": "Technical and Administrative Security Measures \u2014 Arts. 46-49 LGPD", + "description": "Source-aware guidance for applying Technical and Administrative Security Measures \u2014 Arts. 46-49 LGPD to evidence, decisions, validation, and qualified review.", "category": "compliance", "path": "bundles/compliance/lgpd-security-measures", "version": "0.1.0", @@ -156512,13 +156512,13 @@ "measures" ], "aliases": [ - "Technical and Administrative Security Measures — Arts. 46-49 LGPD", + "Technical and Administrative Security Measures \u2014 Arts. 46-49 LGPD", "Arts. 46-49 LGPD security obligations", "ANPD minimum-security guides (including small-scale agents guide)", "Minimum technical standards (priority enforcement theme)" ], "problems_solved": [ - "Prepare a source-grounded Technical and Administrative Security Measures — Arts. 46-49 LGPD source-aware brief.", + "Prepare a source-grounded Technical and Administrative Security Measures \u2014 Arts. 46-49 LGPD source-aware brief.", "Separate verified evidence, prompt-provided facts, assumptions, and missing evidence.", "Expose applicability, validation, risk, and authority boundaries before consequential use." ], @@ -156530,12 +156530,12 @@ "source-evidence matrix" ], "deliverables": [ - "Technical and Administrative Security Measures — Arts. 46-49 LGPD source-aware brief" + "Technical and Administrative Security Measures \u2014 Arts. 46-49 LGPD source-aware brief" ], "commands": [], "skills": [], "evaluations": [ - "Technical and Administrative Security Measures — Arts. 46-49 LGPD source-awareness check" + "Technical and Administrative Security Measures \u2014 Arts. 46-49 LGPD source-awareness check" ], "trust_tier": "trusted", "status": "beta", @@ -156596,63 +156596,63 @@ } }, "landing_page": { - "definition": "A free, open-source set of 10 Markdown files for triaging Technical and Administrative Security Measures — Arts. 46-49 LGPD questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Technical and Administrative Security Measures — Arts. 46-49 LGPD questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Technical and Administrative Security Measures — Arts. 46-49 LGPD source-aware brief.", - "meta_description": "Free Technical and Administrative Security Measures — Arts. 46-49 LGPD Markdown bundle with workflows, source references, and technical and Administrative.", - "social_summary": "Technical and Administrative Security Measures — Arts. 46-49 LGPD: technical and Administrative Security.", - "download_note": "10 Markdown files · 1,627 words · no signup · CC-BY-4.0", + "definition": "A free, open-source set of 10 Markdown files for triaging Technical and Administrative Security Measures \u2014 Arts. 46-49 LGPD questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Technical and Administrative Security Measures \u2014 Arts. 46-49 LGPD questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Technical and Administrative Security Measures \u2014 Arts. 46-49 LGPD source-aware brief.", + "meta_description": "Free Technical and Administrative Security Measures \u2014 Arts. 46-49 LGPD Markdown bundle with workflows, source references, and technical and Administrative.", + "social_summary": "Technical and Administrative Security Measures \u2014 Arts. 46-49 LGPD: technical and Administrative Security.", + "download_note": "10 Markdown files \u00b7 1,627 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ - "Compliance, legal, risk, security, operations, and product teams assessing Technical and Administrative Security Measures — Arts. 46-49 LGPD", + "Compliance, legal, risk, security, operations, and product teams assessing Technical and Administrative Security Measures \u2014 Arts. 46-49 LGPD", "Teams working in Organisations processing personal data" ], "when_to_use": [ - "A Technical and Administrative Security Measures — Arts. 46-49 LGPD question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A Technical and Administrative Security Measures \u2014 Arts. 46-49 LGPD question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." ], "required_inputs": [ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Technical and Administrative Security Measures — Arts. 46-49 LGPD and draft Technical and Administrative Security Measures — Arts. 46-49 LGPD source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with planalto.gov.br — Lei / L13709, then confirm that the reference is current and applicable. Inspect Technical and Administrative Security Measures — Arts. 46-49 LGPD overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Technical and Administrative Security Measures \u2014 Arts. 46-49 LGPD and draft Technical and Administrative Security Measures \u2014 Arts. 46-49 LGPD source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with planalto.gov.br \u2014 Lei / L13709, then confirm that the reference is current and applicable. Inspect Technical and Administrative Security Measures \u2014 Arts. 46-49 LGPD overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], "featured_contents": [ { "type": "Overview", - "title": "Technical and Administrative Security Measures — Arts. 46-49 LGPD overview", - "description": "Scope, evidence, and authority boundaries for Technical and Administrative Security Measures — Arts. 46-49 LGPD.", + "title": "Technical and Administrative Security Measures \u2014 Arts. 46-49 LGPD overview", + "description": "Scope, evidence, and authority boundaries for Technical and Administrative Security Measures \u2014 Arts. 46-49 LGPD.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/lgpd-security-measures/overview.md" }, { "type": "Workflow", - "title": "Technical and Administrative Security Measures — Arts. 46-49 LGPD source-aware workflow", - "description": "Verify-first workflow for producing a reviewable Technical and Administrative Security Measures — Arts. 46-49 LGPD source-aware brief.", + "title": "Technical and Administrative Security Measures \u2014 Arts. 46-49 LGPD source-aware workflow", + "description": "Verify-first workflow for producing a reviewable Technical and Administrative Security Measures \u2014 Arts. 46-49 LGPD source-aware brief.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/lgpd-security-measures/workflows/source-aware-workflow.md" }, { "type": "Template", - "title": "Technical and Administrative Security Measures — Arts. 46-49 LGPD source-aware brief", - "description": "Review-ready template for Technical and Administrative Security Measures — Arts. 46-49 LGPD evidence, decisions, validation, and controlled next actions.", + "title": "Technical and Administrative Security Measures \u2014 Arts. 46-49 LGPD source-aware brief", + "description": "Review-ready template for Technical and Administrative Security Measures \u2014 Arts. 46-49 LGPD evidence, decisions, validation, and controlled next actions.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/lgpd-security-measures/deliverables/lgpd-security-measures-brief.md" }, { "type": "Quality rubric", - "title": "Technical and Administrative Security Measures — Arts. 46-49 LGPD source-awareness check", + "title": "Technical and Administrative Security Measures \u2014 Arts. 46-49 LGPD source-awareness check", "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/lgpd-security-measures/evaluations/source-awareness-check.md" } ], "source_notes": [ { - "label": "planalto.gov.br — Lei / L13709", + "label": "planalto.gov.br \u2014 Lei / L13709", "url": "https://www.planalto.gov.br/ccivil_03/_ato2015-2018/2018/lei/l13709.htm", - "used_for": "Legal, regulatory, standards, or agency reference for Technical and Administrative Security Measures — Arts. 46-49 LGPD scope and source checks." + "used_for": "Legal, regulatory, standards, or agency reference for Technical and Administrative Security Measures \u2014 Arts. 46-49 LGPD scope and source checks." }, { - "label": "gov.br — Centrais De Conteudo / Materiais Educativos E Publicacoes", + "label": "gov.br \u2014 Centrais De Conteudo / Materiais Educativos E Publicacoes", "url": "https://www.gov.br/anpd/pt-br/centrais-de-conteudo/materiais-educativos-e-publicacoes", - "used_for": "Legal, regulatory, standards, or agency reference for Technical and Administrative Security Measures — Arts. 46-49 LGPD scope and source checks." + "used_for": "Legal, regulatory, standards, or agency reference for Technical and Administrative Security Measures \u2014 Arts. 46-49 LGPD scope and source checks." } ] }, @@ -156768,7 +156768,7 @@ "summary": "Use this bundle to scope Client KYC and Upload to KYC Registration Agency (KRA) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Client KYC and Upload to KYC Registration Agency (KRA) source-aware brief.", "meta_description": "Free Client KYC and Upload to KYC Registration Agency (KRA) Markdown bundle with workflows, source references, and client KYC and Upload to KYC.", "social_summary": "Client KYC and Upload to KYC Registration Agency (KRA): client KYC and Upload to KYC Registration Agency.", - "download_note": "10 Markdown files · 1,668 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,668 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Client KYC and Upload to KYC Registration Agency (KRA)", "Teams working in Investment advisory and financial advice" @@ -156781,7 +156781,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Client KYC and Upload to KYC Registration Agency (KRA) and draft Client KYC and Upload to KYC Registration Agency (KRA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with sebi.gov.in — Oct 2023 / Master Circular On Know Your Client Kyc Norms For The Securities Market 77945, then confirm that the reference is current and applicable. Inspect Client KYC and Upload to KYC Registration Agency (KRA) overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Client KYC and Upload to KYC Registration Agency (KRA) and draft Client KYC and Upload to KYC Registration Agency (KRA) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with sebi.gov.in \u2014 Oct 2023 / Master Circular On Know Your Client Kyc Norms For The Securities Market 77945, then confirm that the reference is current and applicable. Inspect Client KYC and Upload to KYC Registration Agency (KRA) overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -156813,12 +156813,12 @@ ], "source_notes": [ { - "label": "sebi.gov.in — Oct 2023 / Master Circular On Know Your Client Kyc Norms For The Securities Market 77945", + "label": "sebi.gov.in \u2014 Oct 2023 / Master Circular On Know Your Client Kyc Norms For The Securities Market 77945", "url": "https://www.sebi.gov.in/legal/master-circulars/oct-2023/master-circular-on-know-your-client-kyc-norms-for-the-securities-market_77945.html", "used_for": "Legal, regulatory, standards, or agency reference for Client KYC and Upload to KYC Registration Agency (KRA) scope and source checks." }, { - "label": "sebi.gov.in — Home / HomeAction.do", + "label": "sebi.gov.in \u2014 Home / HomeAction.do", "url": "https://www.sebi.gov.in/sebiweb/home/HomeAction.do?doListingAll=yes&search=Know+Your+Client", "used_for": "Legal, regulatory, standards, or agency reference for Client KYC and Upload to KYC Registration Agency (KRA) scope and source checks." } @@ -156834,8 +156834,8 @@ }, { "id": "medicare-cost-report", - "title": "Medicare Cost Report (42 U.S.C. 1395g / SSA §1815(a); 42 CFR 413.20)", - "description": "Source-aware guidance for applying Medicare Cost Report (42 U.S.C. 1395g / SSA §1815(a); 42 CFR 413.20) to evidence, decisions, validation, and qualified review.", + "title": "Medicare Cost Report (42 U.S.C. 1395g / SSA \u00a71815(a); 42 CFR 413.20)", + "description": "Source-aware guidance for applying Medicare Cost Report (42 U.S.C. 1395g / SSA \u00a71815(a); 42 CFR 413.20) to evidence, decisions, validation, and qualified review.", "category": "compliance", "path": "bundles/compliance/medicare-cost-report", "version": "0.1.0", @@ -156848,13 +156848,13 @@ "report" ], "aliases": [ - "Medicare Cost Report (42 U.S.C. 1395g / SSA §1815(a); 42 CFR 413.20)", + "Medicare Cost Report (42 U.S.C. 1395g / SSA \u00a71815(a); 42 CFR 413.20)", "Hospital CMS-2552-10", "SNF CMS-2540-10/2540-24", "HHA CMS-1728-94/1728-20" ], "problems_solved": [ - "Prepare a source-grounded Medicare Cost Report (42 U.S.C. 1395g / SSA §1815(a); 42 CFR 413.20) source-aware brief.", + "Prepare a source-grounded Medicare Cost Report (42 U.S.C. 1395g / SSA \u00a71815(a); 42 CFR 413.20) source-aware brief.", "Separate verified evidence, prompt-provided facts, assumptions, and missing evidence.", "Expose applicability, validation, risk, and authority boundaries before consequential use." ], @@ -156866,12 +156866,12 @@ "source-evidence matrix" ], "deliverables": [ - "Medicare Cost Report (42 U.S.C. 1395g / SSA §1815(a); 42 CFR 413.20) source-aware brief" + "Medicare Cost Report (42 U.S.C. 1395g / SSA \u00a71815(a); 42 CFR 413.20) source-aware brief" ], "commands": [], "skills": [], "evaluations": [ - "Medicare Cost Report (42 U.S.C. 1395g / SSA §1815(a); 42 CFR 413.20) source-awareness check" + "Medicare Cost Report (42 U.S.C. 1395g / SSA \u00a71815(a); 42 CFR 413.20) source-awareness check" ], "trust_tier": "trusted", "status": "beta", @@ -156934,58 +156934,58 @@ } }, "landing_page": { - "definition": "A free, open-source set of 10 Markdown files for triaging Medicare Cost Report (42 U.S.C. 1395g / SSA §1815(a); 42 CFR 413.20) questions against current sources and the facts of a specific situation.", - "summary": "Use this bundle to scope Medicare Cost Report (42 U.S.C. 1395g / SSA §1815(a); 42 CFR 413.20) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Medicare Cost Report (42 U.S.C. 1395g / SSA §1815(a); 42 CFR 413.20) source-aware brief.", - "meta_description": "Free Medicare Cost Report (42 U.S.C. 1395g / SSA §1815(a); 42 CFR 413.20) Markdown bundle with workflows, source references, and medicare Cost Report (42 U.", - "social_summary": "Medicare Cost Report (42 U.S.C. 1395g / SSA §1815(a); 42 CFR 413.20): medicare Cost Report (42 U.S.C.", - "download_note": "10 Markdown files · 1,813 words · no signup · CC-BY-4.0", + "definition": "A free, open-source set of 10 Markdown files for triaging Medicare Cost Report (42 U.S.C. 1395g / SSA \u00a71815(a); 42 CFR 413.20) questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Medicare Cost Report (42 U.S.C. 1395g / SSA \u00a71815(a); 42 CFR 413.20) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Medicare Cost Report (42 U.S.C. 1395g / SSA \u00a71815(a); 42 CFR 413.20) source-aware brief.", + "meta_description": "Free Medicare Cost Report (42 U.S.C. 1395g / SSA \u00a71815(a); 42 CFR 413.20) Markdown bundle with workflows, source references, and medicare Cost Report (42 U.", + "social_summary": "Medicare Cost Report (42 U.S.C. 1395g / SSA \u00a71815(a); 42 CFR 413.20): medicare Cost Report (42 U.S.C.", + "download_note": "10 Markdown files \u00b7 1,813 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ - "Compliance, legal, risk, security, operations, and product teams assessing Medicare Cost Report (42 U.S.C. 1395g / SSA §1815(a); 42 CFR 413.20)", + "Compliance, legal, risk, security, operations, and product teams assessing Medicare Cost Report (42 U.S.C. 1395g / SSA \u00a71815(a); 42 CFR 413.20)", "Teams working in Healthcare providers and suppliers billing Medicare, Medicaid, and other federal health programs" ], "when_to_use": [ - "A Medicare Cost Report (42 U.S.C. 1395g / SSA §1815(a); 42 CFR 413.20) question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A Medicare Cost Report (42 U.S.C. 1395g / SSA \u00a71815(a); 42 CFR 413.20) question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." ], "required_inputs": [ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Medicare Cost Report (42 U.S.C. 1395g / SSA §1815(a); 42 CFR 413.20) and draft Medicare Cost Report (42 U.S.C. 1395g / SSA §1815(a); 42 CFR 413.20) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cms.gov — Part A Cost Report / Medicare Cost Report Electronic Filing Mcref, then confirm that the reference is current and applicable. Inspect Medicare Cost Report (42 U.S.C. 1395g / SSA §1815(a); 42 CFR 413.20) overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Medicare Cost Report (42 U.S.C. 1395g / SSA \u00a71815(a); 42 CFR 413.20) and draft Medicare Cost Report (42 U.S.C. 1395g / SSA \u00a71815(a); 42 CFR 413.20) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with cms.gov \u2014 Part A Cost Report / Medicare Cost Report Electronic Filing Mcref, then confirm that the reference is current and applicable. Inspect Medicare Cost Report (42 U.S.C. 1395g / SSA \u00a71815(a); 42 CFR 413.20) overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], "featured_contents": [ { "type": "Overview", - "title": "Medicare Cost Report (42 U.S.C. 1395g / SSA §1815(a); 42 CFR 413.20) overview", - "description": "Scope, evidence, and authority boundaries for Medicare Cost Report (42 U.S.C. 1395g / SSA §1815(a); 42 CFR 413.20).", + "title": "Medicare Cost Report (42 U.S.C. 1395g / SSA \u00a71815(a); 42 CFR 413.20) overview", + "description": "Scope, evidence, and authority boundaries for Medicare Cost Report (42 U.S.C. 1395g / SSA \u00a71815(a); 42 CFR 413.20).", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/medicare-cost-report/overview.md" }, { "type": "Workflow", - "title": "Medicare Cost Report (42 U.S.C. 1395g / SSA §1815(a); 42 CFR 413.20) source-aware workflow", - "description": "Verify-first workflow for producing a reviewable Medicare Cost Report (42 U.S.C. 1395g / SSA §1815(a); 42 CFR 413.20) source-aware brief.", + "title": "Medicare Cost Report (42 U.S.C. 1395g / SSA \u00a71815(a); 42 CFR 413.20) source-aware workflow", + "description": "Verify-first workflow for producing a reviewable Medicare Cost Report (42 U.S.C. 1395g / SSA \u00a71815(a); 42 CFR 413.20) source-aware brief.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/medicare-cost-report/workflows/source-aware-workflow.md" }, { "type": "Template", - "title": "Medicare Cost Report (42 U.S.C. 1395g / SSA §1815(a); 42 CFR 413.20) source-aware brief", - "description": "Review-ready template for Medicare Cost Report (42 U.S.C. 1395g / SSA §1815(a); 42 CFR 413.20) evidence, decisions, validation, and controlled next actions.", + "title": "Medicare Cost Report (42 U.S.C. 1395g / SSA \u00a71815(a); 42 CFR 413.20) source-aware brief", + "description": "Review-ready template for Medicare Cost Report (42 U.S.C. 1395g / SSA \u00a71815(a); 42 CFR 413.20) evidence, decisions, validation, and controlled next actions.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/medicare-cost-report/deliverables/medicare-cost-report-brief.md" }, { "type": "Quality rubric", - "title": "Medicare Cost Report (42 U.S.C. 1395g / SSA §1815(a); 42 CFR 413.20) source-awareness check", + "title": "Medicare Cost Report (42 U.S.C. 1395g / SSA \u00a71815(a); 42 CFR 413.20) source-awareness check", "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/medicare-cost-report/evaluations/source-awareness-check.md" } ], "source_notes": [ { - "label": "cms.gov — Part A Cost Report / Medicare Cost Report Electronic Filing Mcref", + "label": "cms.gov \u2014 Part A Cost Report / Medicare Cost Report Electronic Filing Mcref", "url": "https://www.cms.gov/medicare/audits-compliance/part-a-cost-report/medicare-cost-report-electronic-filing-mcref", - "used_for": "Legal, regulatory, standards, or agency reference for Medicare Cost Report (42 U.S.C. 1395g / SSA §1815(a); 42 CFR 413.20) scope and source checks." + "used_for": "Legal, regulatory, standards, or agency reference for Medicare Cost Report (42 U.S.C. 1395g / SSA \u00a71815(a); 42 CFR 413.20) scope and source checks." } ] }, @@ -157101,7 +157101,7 @@ "summary": "Use this bundle to scope PMLA / AML-CFT Compliance for Intermediaries questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is PMLA / AML-CFT Compliance for Intermediaries source-aware brief.", "meta_description": "Free PMLA / AML-CFT Compliance for Intermediaries Markdown bundle with workflows, source references, and pMLA / AML-CFT Compliance for Intermediaries.", "social_summary": "PMLA / AML-CFT Compliance for Intermediaries: pMLA / AML-CFT Compliance for Intermediaries source-aware.", - "download_note": "10 Markdown files · 1,492 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,492 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing PMLA / AML-CFT Compliance for Intermediaries", "Teams working in Investment advisory and financial advice" @@ -157114,7 +157114,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess PMLA / AML-CFT Compliance for Intermediaries and draft PMLA / AML-CFT Compliance for Intermediaries source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with sebi.gov.in — Jun 2024 / Guidelines On Anti Money Laundering Aml Standards And Combating The Financing Of Terrorism Cft Obligations Of Securities Market Intermediaries Under The Prevention Of Money Laundering Act 2002 A 83942, then confirm that the reference is current and applicable. Inspect PMLA / AML-CFT Compliance for Intermediaries overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess PMLA / AML-CFT Compliance for Intermediaries and draft PMLA / AML-CFT Compliance for Intermediaries source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with sebi.gov.in \u2014 Jun 2024 / Guidelines On Anti Money Laundering Aml Standards And Combating The Financing Of Terrorism Cft Obligations Of Securities Market Intermediaries Under The Prevention Of Money Laundering Act 2002 A 83942, then confirm that the reference is current and applicable. Inspect PMLA / AML-CFT Compliance for Intermediaries overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -157146,7 +157146,7 @@ ], "source_notes": [ { - "label": "sebi.gov.in — Jun 2024 / Guidelines On Anti Money Laundering Aml Standards And Combating The Financing Of Terrorism Cft Obligations Of Securities Market Intermediaries Under The Prevention Of Money Laundering Act 2002 A 83942", + "label": "sebi.gov.in \u2014 Jun 2024 / Guidelines On Anti Money Laundering Aml Standards And Combating The Financing Of Terrorism Cft Obligations Of Securities Market Intermediaries Under The Prevention Of Money Laundering Act 2002 A 83942", "url": "https://www.sebi.gov.in/legal/master-circulars/jun-2024/guidelines-on-anti-money-laundering-aml-standards-and-combating-the-financing-of-terrorism-cft-obligations-of-securities-market-intermediaries-under-the-prevention-of-money-laundering-act-2002-a-_83942.html", "used_for": "Legal, regulatory, standards, or agency reference for PMLA / AML-CFT Compliance for Intermediaries scope and source checks." } @@ -157268,7 +157268,7 @@ "summary": "Use this bundle to scope Registration as a Registered Training Organisation (RTO) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Registration as a Registered Training Organisation (RTO) source-aware brief.", "meta_description": "Free Registration as a Registered Training Organisation (RTO) Markdown bundle with workflows, source references, and registration as a Registered Training.", "social_summary": "Registration as a Registered Training Organisation (RTO): registration as a Registered Training.", - "download_note": "10 Markdown files · 1,677 words · no signup · CC-BY-4.0", + "download_note": "10 Markdown files \u00b7 1,677 words \u00b7 no signup \u00b7 CC-BY-4.0", "audiences": [ "Compliance, legal, risk, security, operations, and product teams assessing Registration as a Registered Training Organisation (RTO)", "Teams working in Vocational Education and Training (VET)" @@ -157281,7 +157281,7 @@ "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." ], - "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Registration as a Registered Training Organisation (RTO) and draft Registration as a Registered Training Organisation (RTO) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with asqa.gov.au — Become Registered Provider / About Registration, then confirm that the reference is current and applicable. Inspect Registration as a Registered Training Organisation (RTO) overview before drafting.", + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Registration as a Registered Training Organisation (RTO) and draft Registration as a Registered Training Organisation (RTO) source-aware brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with asqa.gov.au \u2014 Become Registered Provider / About Registration, then confirm that the reference is current and applicable. Inspect Registration as a Registered Training Organisation (RTO) overview before drafting.", "not_for": [ "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." ], @@ -157313,22 +157313,22 @@ ], "source_notes": [ { - "label": "asqa.gov.au — Become Registered Provider / About Registration", + "label": "asqa.gov.au \u2014 Become Registered Provider / About Registration", "url": "https://www.asqa.gov.au/for-providers/become-registered-provider/about-registration", "used_for": "Legal, regulatory, standards, or agency reference for Registration as a Registered Training Organisation (RTO) scope and source checks." }, { - "label": "asqa.gov.au — Become Registered Provider / Apply Registration", + "label": "asqa.gov.au \u2014 Become Registered Provider / Apply Registration", "url": "https://www.asqa.gov.au/for-providers/become-registered-provider/apply-registration", "used_for": "Legal, regulatory, standards, or agency reference for Registration as a Registered Training Organisation (RTO) scope and source checks." }, { - "label": "asqa.gov.au — Standards For RTOs / About The Standards", + "label": "asqa.gov.au \u2014 Standards For RTOs / About The Standards", "url": "https://www.asqa.gov.au/for-providers/standards-for-RTOs/about-the-standards", "used_for": "Legal, regulatory, standards, or agency reference for Registration as a Registered Training Organisation (RTO) scope and source checks." }, { - "label": "legislation.gov.au — C2011A00012 / Latest", + "label": "legislation.gov.au \u2014 C2011A00012 / Latest", "url": "https://www.legislation.gov.au/C2011A00012/latest", "used_for": "Legal, regulatory, standards, or agency reference for Registration as a Registered Training Organisation (RTO) scope and source checks." } @@ -157341,6 +157341,12706 @@ "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", "content_standard": "bundle-page-v1" } + }, + { + "id": "us-state-data-breach-notification-laws", + "title": "State Data Breach Notification Statutes", + "description": "Use current official sources and local evidence to prepare a review-ready multijurisdiction breach-notification matrix for State Data Breach Notification Statutes.", + "category": "compliance", + "path": "bundles/compliance/us-state-data-breach-notification-laws", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/us-state-data-breach-notification-laws", + "download_url": "https://openknowledgebank.com/downloads/us-state-data-breach-notification-laws.zip", + "tags": [ + "us", + "compliance", + "united-states" + ], + "aliases": [ + "State Data Breach Notification Statutes", + "United States" + ], + "problems_solved": [ + "Determine the applicable scope and current source set for State Data Breach Notification Statutes.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable multijurisdiction breach-notification matrix without making an unsupported compliance claim." + ], + "industries": [ + "Organizations handling personal information" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "multijurisdiction breach-notification matrix" + ], + "commands": [], + "skills": [], + "evaluations": [ + "State Data Breach Notification Statutes source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "irs-donor-substantiation-acknowledgment", + "irs-exemption-application-501c3", + "irs-exemption-application-non-501c3" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.naag.org/issues/consumer-protection/consumer-protection-101/privacy/data-breaches/", + "https://oag.ca.gov/privacy/databreach/reporting", + "https://ag.ny.gov/resources/organizations/data-breach-reporting" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "privacy", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging State Data Breach Notification Statutes questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope State Data Breach Notification Statutes questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is multijurisdiction breach-notification matrix. Start source review with naag.org \u2014 Privacy / Data Breaches.", + "meta_description": "Free State Data Breach Notification Statutes Markdown bundle with workflows, source references, and multijurisdiction breach-notification matrix for use.", + "social_summary": "State Data Breach Notification Statutes: multijurisdiction breach-notification matrix, workflows, and.", + "download_note": "10 Markdown files \u00b7 1,432 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing State Data Breach Notification Statutes", + "Teams working in Organizations handling personal information" + ], + "when_to_use": [ + "A State Data Breach Notification Statutes question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess State Data Breach Notification Statutes and draft multijurisdiction breach-notification matrix that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with naag.org \u2014 Privacy / Data Breaches, then confirm that the reference is current and applicable. Inspect State Data Breach Notification Statutes overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "State Data Breach Notification Statutes overview", + "description": "Scope, evidence, and authority boundaries for State Data Breach Notification Statutes.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/us-state-data-breach-notification-laws/overview.md" + }, + { + "type": "Workflow", + "title": "State Data Breach Notification Statutes source-aware workflow", + "description": "Verify-first workflow for producing a reviewable multijurisdiction breach-notification matrix.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/us-state-data-breach-notification-laws/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "multijurisdiction breach-notification matrix", + "description": "Review-ready template for State Data Breach Notification Statutes evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/us-state-data-breach-notification-laws/deliverables/us-state-data-breach-notification-laws-brief.md" + }, + { + "type": "Quality rubric", + "title": "State Data Breach Notification Statutes source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/us-state-data-breach-notification-laws/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "naag.org \u2014 Privacy / Data Breaches", + "url": "https://www.naag.org/issues/consumer-protection/consumer-protection-101/privacy/data-breaches/", + "used_for": "Legal, regulatory, standards, or agency reference for State Data Breach Notification Statutes scope and source checks." + }, + { + "label": "oag.ca.gov \u2014 Databreach / Reporting", + "url": "https://oag.ca.gov/privacy/databreach/reporting", + "used_for": "Legal, regulatory, standards, or agency reference for State Data Breach Notification Statutes scope and source checks." + }, + { + "label": "ag.ny.gov \u2014 Organizations / Data Breach Reporting", + "url": "https://ag.ny.gov/resources/organizations/data-breach-reporting", + "used_for": "Legal, regulatory, standards, or agency reference for State Data Breach Notification Statutes scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "ftc-telemarketing-sales-rule", + "title": "Telemarketing Sales Rule and National Do Not Call Requirements", + "description": "Use current official sources and local evidence to prepare a review-ready TSR applicability and control brief for Telemarketing Sales Rule and National Do Not Call Requirements.", + "category": "compliance", + "path": "bundles/compliance/ftc-telemarketing-sales-rule", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/ftc-telemarketing-sales-rule", + "download_url": "https://openknowledgebank.com/downloads/ftc-telemarketing-sales-rule.zip", + "tags": [ + "ftc", + "compliance", + "united-states" + ], + "aliases": [ + "Telemarketing Sales Rule and National Do Not Call Requirements", + "United States" + ], + "problems_solved": [ + "Determine the applicable scope and current source set for Telemarketing Sales Rule and National Do Not Call Requirements.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable TSR applicability and control brief without making an unsupported compliance claim." + ], + "industries": [ + "Telemarketers, sellers, and service providers" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "TSR applicability and control brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "Telemarketing Sales Rule and National Do Not Call Requirements source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "oig-compliance-program-guidance", + "open-banking-1033", + "ftc-reviews-testimonials" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.ftc.gov/legal-library/browse/rules/telemarketing-sales-rule", + "https://www.ftc.gov/business-guidance/resources/complying-telemarketing-sales-rule" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "legal", + "regulatory", + "privacy" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging Telemarketing Sales Rule and National Do Not Call Requirements questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Telemarketing Sales Rule and National Do Not Call Requirements questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is TSR applicability and control brief. Start source review with U.S.", + "meta_description": "Free Telemarketing Sales Rule and National Do Not Call Requirements Markdown bundle with workflows, source references, and tSR applicability and control.", + "social_summary": "Telemarketing Sales Rule and National Do Not Call Requirements: tSR applicability and control brief.", + "download_note": "10 Markdown files \u00b7 1,542 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing Telemarketing Sales Rule and National Do Not Call Requirements", + "Teams working in Telemarketers, sellers, and service providers" + ], + "when_to_use": [ + "A Telemarketing Sales Rule and National Do Not Call Requirements question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Telemarketing Sales Rule and National Do Not Call Requirements and draft TSR applicability and control brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Federal Trade Commission \u2014 Rules / Telemarketing Sales Rule, then confirm that the reference is current and applicable. Inspect Telemarketing Sales Rule and National Do Not Call Requirements overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "Telemarketing Sales Rule and National Do Not Call Requirements overview", + "description": "Scope, evidence, and authority boundaries for Telemarketing Sales Rule and National Do Not Call Requirements.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/ftc-telemarketing-sales-rule/overview.md" + }, + { + "type": "Workflow", + "title": "Telemarketing Sales Rule and National Do Not Call Requirements source-aware workflow", + "description": "Verify-first workflow for producing a reviewable TSR applicability and control brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/ftc-telemarketing-sales-rule/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "TSR applicability and control brief", + "description": "Review-ready template for Telemarketing Sales Rule and National Do Not Call Requirements evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/ftc-telemarketing-sales-rule/deliverables/ftc-telemarketing-sales-rule-brief.md" + }, + { + "type": "Quality rubric", + "title": "Telemarketing Sales Rule and National Do Not Call Requirements source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/ftc-telemarketing-sales-rule/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "U.S. Federal Trade Commission \u2014 Rules / Telemarketing Sales Rule", + "url": "https://www.ftc.gov/legal-library/browse/rules/telemarketing-sales-rule", + "used_for": "Legal, regulatory, standards, or agency reference for Telemarketing Sales Rule and National Do Not Call Requirements scope and source checks." + }, + { + "label": "U.S. Federal Trade Commission \u2014 Resources / Complying Telemarketing Sales Rule", + "url": "https://www.ftc.gov/business-guidance/resources/complying-telemarketing-sales-rule", + "used_for": "Legal, regulatory, standards, or agency reference for Telemarketing Sales Rule and National Do Not Call Requirements scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "oig-compliance-program-guidance", + "title": "OIG Compliance Program Guidance", + "description": "Use current official sources and local evidence to prepare a review-ready healthcare compliance-program assessment for OIG Compliance Program Guidance.", + "category": "compliance", + "path": "bundles/compliance/oig-compliance-program-guidance", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/oig-compliance-program-guidance", + "download_url": "https://openknowledgebank.com/downloads/oig-compliance-program-guidance.zip", + "tags": [ + "oig", + "compliance", + "united-states" + ], + "aliases": [ + "OIG Compliance Program Guidance", + "United States" + ], + "problems_solved": [ + "Determine the applicable scope and current source set for OIG Compliance Program Guidance.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable healthcare compliance-program assessment without making an unsupported compliance claim." + ], + "industries": [ + "Healthcare providers, suppliers, plans, and related entities" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "healthcare compliance-program assessment" + ], + "commands": [], + "skills": [], + "evaluations": [ + "OIG Compliance Program Guidance source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "oig-exclusion-screening", + "ftc-telemarketing-sales-rule", + "open-banking-1033" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://oig.hhs.gov/compliance/compliance-guidance/", + "https://oig.hhs.gov/compliance/general-compliance-program-guidance/" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "medical", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging OIG Compliance Program Guidance questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope OIG Compliance Program Guidance questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is healthcare compliance-program assessment. Start source review with oig.hhs.gov \u2014 Compliance / Compliance Guidance.", + "meta_description": "Free OIG Compliance Program Guidance Markdown bundle with workflows, source references, and healthcare compliance-program assessment for use with AI.", + "social_summary": "OIG Compliance Program Guidance: healthcare compliance-program assessment, workflows, and review.", + "download_note": "10 Markdown files \u00b7 1,394 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing OIG Compliance Program Guidance", + "Teams working in Healthcare providers, suppliers, plans, and related entities" + ], + "when_to_use": [ + "A OIG Compliance Program Guidance question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess OIG Compliance Program Guidance and draft healthcare compliance-program assessment that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with oig.hhs.gov \u2014 Compliance / Compliance Guidance, then confirm that the reference is current and applicable. Inspect OIG Compliance Program Guidance overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "OIG Compliance Program Guidance overview", + "description": "Scope, evidence, and authority boundaries for OIG Compliance Program Guidance.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/oig-compliance-program-guidance/overview.md" + }, + { + "type": "Workflow", + "title": "OIG Compliance Program Guidance source-aware workflow", + "description": "Verify-first workflow for producing a reviewable healthcare compliance-program assessment.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/oig-compliance-program-guidance/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "healthcare compliance-program assessment", + "description": "Review-ready template for OIG Compliance Program Guidance evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/oig-compliance-program-guidance/deliverables/oig-compliance-program-guidance-brief.md" + }, + { + "type": "Quality rubric", + "title": "OIG Compliance Program Guidance source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/oig-compliance-program-guidance/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "oig.hhs.gov \u2014 Compliance / Compliance Guidance", + "url": "https://oig.hhs.gov/compliance/compliance-guidance/", + "used_for": "Legal, regulatory, standards, or agency reference for OIG Compliance Program Guidance scope and source checks." + }, + { + "label": "oig.hhs.gov \u2014 Compliance / General Compliance Program Guidance", + "url": "https://oig.hhs.gov/compliance/general-compliance-program-guidance/", + "used_for": "Legal, regulatory, standards, or agency reference for OIG Compliance Program Guidance scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "oig-exclusion-screening", + "title": "OIG Exclusion Screening and Exclusion Authorities", + "description": "Use current official sources and local evidence to prepare a review-ready LEIE screening and resolution brief for OIG Exclusion Screening and Exclusion Authorities.", + "category": "compliance", + "path": "bundles/compliance/oig-exclusion-screening", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/oig-exclusion-screening", + "download_url": "https://openknowledgebank.com/downloads/oig-exclusion-screening.zip", + "tags": [ + "oig", + "compliance", + "united-states" + ], + "aliases": [ + "OIG Exclusion Screening and Exclusion Authorities", + "United States" + ], + "problems_solved": [ + "Determine the applicable scope and current source set for OIG Exclusion Screening and Exclusion Authorities.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable LEIE screening and resolution brief without making an unsupported compliance claim." + ], + "industries": [ + "Healthcare organizations participating in federal health care programs" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "LEIE screening and resolution brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "OIG Exclusion Screening and Exclusion Authorities source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "oig-compliance-program-guidance", + "irs-donor-substantiation-acknowledgment", + "irs-exemption-application-501c3" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://oig.hhs.gov/exclusions/", + "https://oig.hhs.gov/exclusions/leie-database-supplement-downloads/", + "https://oig.hhs.gov/exclusions/background-information-exclusion-authorities/" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "medical", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging OIG Exclusion Screening and Exclusion Authorities questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope OIG Exclusion Screening and Exclusion Authorities questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is LEIE screening and resolution brief. Start source review with oig.hhs.gov \u2014 Exclusions.", + "meta_description": "Free OIG Exclusion Screening and Exclusion Authorities Markdown bundle with workflows, source references, and lEIE screening and resolution brief for use.", + "social_summary": "OIG Exclusion Screening and Exclusion Authorities: lEIE screening and resolution brief, workflows, and.", + "download_note": "10 Markdown files \u00b7 1,473 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing OIG Exclusion Screening and Exclusion Authorities", + "Teams working in Healthcare organizations participating in federal health care programs" + ], + "when_to_use": [ + "A OIG Exclusion Screening and Exclusion Authorities question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess OIG Exclusion Screening and Exclusion Authorities and draft LEIE screening and resolution brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with oig.hhs.gov \u2014 Exclusions, then confirm that the reference is current and applicable. Inspect OIG Exclusion Screening and Exclusion Authorities overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "OIG Exclusion Screening and Exclusion Authorities overview", + "description": "Scope, evidence, and authority boundaries for OIG Exclusion Screening and Exclusion Authorities.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/oig-exclusion-screening/overview.md" + }, + { + "type": "Workflow", + "title": "OIG Exclusion Screening and Exclusion Authorities source-aware workflow", + "description": "Verify-first workflow for producing a reviewable LEIE screening and resolution brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/oig-exclusion-screening/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "LEIE screening and resolution brief", + "description": "Review-ready template for OIG Exclusion Screening and Exclusion Authorities evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/oig-exclusion-screening/deliverables/oig-exclusion-screening-brief.md" + }, + { + "type": "Quality rubric", + "title": "OIG Exclusion Screening and Exclusion Authorities source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/oig-exclusion-screening/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "oig.hhs.gov \u2014 Exclusions", + "url": "https://oig.hhs.gov/exclusions/", + "used_for": "Legal, regulatory, standards, or agency reference for OIG Exclusion Screening and Exclusion Authorities scope and source checks." + }, + { + "label": "oig.hhs.gov \u2014 Exclusions / Leie Database Supplement Downloads", + "url": "https://oig.hhs.gov/exclusions/leie-database-supplement-downloads/", + "used_for": "Legal, regulatory, standards, or agency reference for OIG Exclusion Screening and Exclusion Authorities scope and source checks." + }, + { + "label": "oig.hhs.gov \u2014 Exclusions / Background Information Exclusion Authorities", + "url": "https://oig.hhs.gov/exclusions/background-information-exclusion-authorities/", + "used_for": "Legal, regulatory, standards, or agency reference for OIG Exclusion Screening and Exclusion Authorities scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "ria-registration-and-basl-enlistment", + "title": "SEBI Investment Adviser Registration and BASL Enlistment", + "description": "Use current official sources and local evidence to prepare a review-ready registration and enlistment readiness brief for SEBI Investment Adviser Registration and BASL Enlistment.", + "category": "compliance", + "path": "bundles/compliance/ria-registration-and-basl-enlistment", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/ria-registration-and-basl-enlistment", + "download_url": "https://openknowledgebank.com/downloads/ria-registration-and-basl-enlistment.zip", + "tags": [ + "ria", + "compliance", + "india" + ], + "aliases": [ + "SEBI Investment Adviser Registration and BASL Enlistment", + "India" + ], + "problems_solved": [ + "Determine the applicable scope and current source set for SEBI Investment Adviser Registration and BASL Enlistment.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable registration and enlistment readiness brief without making an unsupported compliance claim." + ], + "industries": [ + "Investment advisers and applicants" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "registration and enlistment readiness brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "SEBI Investment Adviser Registration and BASL Enlistment source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "ftc-telemarketing-sales-rule", + "gdpr-art28-controller-processor-contract", + "gdpr-art34-breach-communication-data-subjects" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.sebi.gov.in/legal/master-circulars/feb-2026/master-circular-for-investment-advisers_99569.html", + "https://www.sebi.gov.in/legal/circulars/jul-2024/recognition-of-bse-limited-as-research-analyst-administration-and-supervisory-body-raasb-and-investment-adviser-administration-and-supervisory-body-iaasb-_84748.html" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "financial", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging SEBI Investment Adviser Registration and BASL Enlistment questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope SEBI Investment Adviser Registration and BASL Enlistment questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is registration and enlistment readiness brief.", + "meta_description": "Free SEBI Investment Adviser Registration and BASL Enlistment Markdown bundle with workflows, source references, and registration and enlistment readiness.", + "social_summary": "SEBI Investment Adviser Registration and BASL Enlistment: registration and enlistment readiness brief.", + "download_note": "10 Markdown files \u00b7 1,489 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing SEBI Investment Adviser Registration and BASL Enlistment", + "Teams working in Investment advisers and applicants" + ], + "when_to_use": [ + "A SEBI Investment Adviser Registration and BASL Enlistment question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess SEBI Investment Adviser Registration and BASL Enlistment and draft registration and enlistment readiness brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with sebi.gov.in \u2014 Feb 2026 / Master Circular For Investment Advisers 99569, then confirm that the reference is current and applicable. Inspect SEBI Investment Adviser Registration and BASL Enlistment overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "SEBI Investment Adviser Registration and BASL Enlistment overview", + "description": "Scope, evidence, and authority boundaries for SEBI Investment Adviser Registration and BASL Enlistment.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/ria-registration-and-basl-enlistment/overview.md" + }, + { + "type": "Workflow", + "title": "SEBI Investment Adviser Registration and BASL Enlistment source-aware workflow", + "description": "Verify-first workflow for producing a reviewable registration and enlistment readiness brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/ria-registration-and-basl-enlistment/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "registration and enlistment readiness brief", + "description": "Review-ready template for SEBI Investment Adviser Registration and BASL Enlistment evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/ria-registration-and-basl-enlistment/deliverables/ria-registration-and-basl-enlistment-brief.md" + }, + { + "type": "Quality rubric", + "title": "SEBI Investment Adviser Registration and BASL Enlistment source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/ria-registration-and-basl-enlistment/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "sebi.gov.in \u2014 Feb 2026 / Master Circular For Investment Advisers 99569", + "url": "https://www.sebi.gov.in/legal/master-circulars/feb-2026/master-circular-for-investment-advisers_99569.html", + "used_for": "Legal, regulatory, standards, or agency reference for SEBI Investment Adviser Registration and BASL Enlistment scope and source checks." + }, + { + "label": "sebi.gov.in \u2014 Jul 2024 / Recognition Of Bse Limited As Research Analyst Administration And Supervisory Body Raasb And Investment Adviser Administration And Supervisory Body Iaasb 84748", + "url": "https://www.sebi.gov.in/legal/circulars/jul-2024/recognition-of-bse-limited-as-research-analyst-administration-and-supervisory-body-raasb-and-investment-adviser-administration-and-supervisory-body-iaasb-_84748.html", + "used_for": "Legal, regulatory, standards, or agency reference for SEBI Investment Adviser Registration and BASL Enlistment scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "scope-of-registration-management", + "title": "ASQA Scope of Registration Management", + "description": "Use current official sources and local evidence to prepare a review-ready RTO scope-change readiness brief for ASQA Scope of Registration Management.", + "category": "compliance", + "path": "bundles/compliance/scope-of-registration-management", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/scope-of-registration-management", + "download_url": "https://openknowledgebank.com/downloads/scope-of-registration-management.zip", + "tags": [ + "scope", + "compliance", + "australia" + ], + "aliases": [ + "ASQA Scope of Registration Management", + "Australia" + ], + "problems_solved": [ + "Determine the applicable scope and current source set for ASQA Scope of Registration Management.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable RTO scope-change readiness brief without making an unsupported compliance claim." + ], + "industries": [ + "Registered training organisations" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "RTO scope-change readiness brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "ASQA Scope of Registration Management source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "vet-data-streamlining-transition", + "ftc-reviews-testimonials", + "ftc-telemarketing-sales-rule" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.asqa.gov.au/for-providers/manage-registration/change-rto-scope/what-is-scope-of-registration" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging ASQA Scope of Registration Management questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope ASQA Scope of Registration Management questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is RTO scope-change readiness brief. Start source review with asqa.gov.au \u2014 Change Rto Scope / What Is Scope Of Registration.", + "meta_description": "Free ASQA Scope of Registration Management Markdown bundle with workflows, source references, and rTO scope-change readiness brief for use with AI.", + "social_summary": "ASQA Scope of Registration Management: rTO scope-change readiness brief, workflows, and review guidance", + "download_note": "10 Markdown files \u00b7 1,426 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing ASQA Scope of Registration Management", + "Teams working in Registered training organisations" + ], + "when_to_use": [ + "A ASQA Scope of Registration Management question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. 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Inspect ASQA Scope of Registration Management overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "ASQA Scope of Registration Management overview", + "description": "Scope, evidence, and authority boundaries for ASQA Scope of Registration Management.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/scope-of-registration-management/overview.md" + }, + { + "type": "Workflow", + "title": "ASQA Scope of Registration Management source-aware workflow", + "description": "Verify-first workflow for producing a reviewable RTO scope-change readiness brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/scope-of-registration-management/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "RTO scope-change readiness brief", + "description": "Review-ready template for ASQA Scope of Registration Management evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/scope-of-registration-management/deliverables/scope-of-registration-management-brief.md" + }, + { + "type": "Quality rubric", + "title": "ASQA Scope of Registration Management source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/scope-of-registration-management/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "asqa.gov.au \u2014 Change Rto Scope / What Is Scope Of Registration", + "url": "https://www.asqa.gov.au/for-providers/manage-registration/change-rto-scope/what-is-scope-of-registration", + "used_for": "Legal, regulatory, standards, or agency reference for ASQA Scope of Registration Management scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "scorm", + "title": "SCORM", + "description": "Use current official sources and local evidence to prepare a review-ready SCORM conformance and interoperability brief for SCORM.", + "category": "compliance", + "path": "bundles/compliance/scorm", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/scorm", + "download_url": "https://openknowledgebank.com/downloads/scorm.zip", + "tags": [ + "scorm", + "compliance", + "international" + ], + "aliases": [ + "SCORM", + "International" + ], + "problems_solved": [ + "Determine the applicable scope and current source set for SCORM.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable SCORM conformance and interoperability brief without making an unsupported compliance claim." + ], + "industries": [ + "E-learning content developers and LMS platforms" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "SCORM conformance and interoperability brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "SCORM source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "ftc-telemarketing-sales-rule", + "gdpr-art28-controller-processor-contract", + "gdpr-art34-breach-communication-data-subjects" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://adlnet.gov/projects/scorm/", + "https://adlnet.gov/assets/uploads/SCORM_Users_Guide_for_Programmers.pdf" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging SCORM questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope SCORM questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is SCORM conformance and interoperability brief. Start source review with adlnet.gov \u2014 Projects / Scorm.", + "meta_description": "Free SCORM Markdown bundle with workflows, source references, and sCORM conformance and interoperability brief for use with AI assistants.", + "social_summary": "SCORM: sCORM conformance and interoperability brief, workflows, and review guidance", + "download_note": "10 Markdown files \u00b7 1,345 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing SCORM", + "Teams working in E-learning content developers and LMS platforms" + ], + "when_to_use": [ + "A SCORM question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. 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quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "sec-cybersecurity-disclosure-rules", + "title": "SEC Cybersecurity Disclosure Rules", + "description": "Use current official sources and local evidence to prepare a review-ready cybersecurity disclosure readiness brief for SEC Cybersecurity Disclosure Rules.", + "category": "compliance", + "path": "bundles/compliance/sec-cybersecurity-disclosure-rules", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/sec-cybersecurity-disclosure-rules", + "download_url": "https://openknowledgebank.com/downloads/sec-cybersecurity-disclosure-rules.zip", + "tags": [ + "sec", + "compliance", + "united-states" + ], + "aliases": [ + "SEC Cybersecurity Disclosure Rules", + "United States" + ], + "problems_solved": [ + "Determine the applicable scope and current source set for SEC Cybersecurity Disclosure Rules.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable cybersecurity disclosure readiness brief without making an unsupported compliance claim." + ], + "industries": [ + "SEC reporting companies" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "cybersecurity disclosure readiness brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "SEC Cybersecurity Disclosure Rules source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "sec-edgar-filing-infrastructure", + "stress-testing-dfast-ccar", + "ftc-reviews-testimonials" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.sec.gov/newsroom/press-releases/2023-139", + "https://www.sec.gov/files/rules/final/2023/33-11216.pdf" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; 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run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "security", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging SEC Cybersecurity Disclosure Rules questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope SEC Cybersecurity Disclosure Rules questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is cybersecurity disclosure readiness brief. Start source review with U.S. Securities and Exchange Commission \u2014 Press Releases / 2023 139.", + "meta_description": "Free SEC Cybersecurity Disclosure Rules Markdown bundle with workflows, source references, and cybersecurity disclosure readiness brief for use with AI.", + "social_summary": "SEC Cybersecurity Disclosure Rules: cybersecurity disclosure readiness brief, workflows, and review.", + "download_note": "10 Markdown files \u00b7 1,409 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing SEC Cybersecurity Disclosure Rules", + "Teams working in SEC reporting companies" + ], + "when_to_use": [ + "A SEC Cybersecurity Disclosure Rules question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess SEC Cybersecurity Disclosure Rules and draft cybersecurity disclosure readiness brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Securities and Exchange Commission \u2014 Press Releases / 2023 139, then confirm that the reference is current and applicable. Inspect SEC Cybersecurity Disclosure Rules overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "SEC Cybersecurity Disclosure Rules overview", + "description": "Scope, evidence, and authority boundaries for SEC Cybersecurity Disclosure Rules.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/sec-cybersecurity-disclosure-rules/overview.md" + }, + { + "type": "Workflow", + "title": "SEC Cybersecurity Disclosure Rules source-aware workflow", + "description": "Verify-first workflow for producing a reviewable cybersecurity disclosure readiness brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/sec-cybersecurity-disclosure-rules/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "cybersecurity disclosure readiness brief", + "description": "Review-ready template for SEC Cybersecurity Disclosure Rules evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/sec-cybersecurity-disclosure-rules/deliverables/sec-cybersecurity-disclosure-rules-brief.md" + }, + { + "type": "Quality rubric", + "title": "SEC Cybersecurity Disclosure Rules source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/sec-cybersecurity-disclosure-rules/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "U.S. Securities and Exchange Commission \u2014 Press Releases / 2023 139", + "url": "https://www.sec.gov/newsroom/press-releases/2023-139", + "used_for": "Legal, regulatory, standards, or agency reference for SEC Cybersecurity Disclosure Rules scope and source checks." + }, + { + "label": "U.S. Securities and Exchange Commission \u2014 2023 / 33 11216", + "url": "https://www.sec.gov/files/rules/final/2023/33-11216.pdf", + "used_for": "Legal, regulatory, standards, or agency reference for SEC Cybersecurity Disclosure Rules scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "ftc-reviews-testimonials", + "title": "FTC Consumer Reviews, Testimonials, and Endorsements", + "description": "Use current official sources and local evidence to prepare a review-ready reviews and testimonials control brief for FTC Consumer Reviews, Testimonials, and Endorsements.", + "category": "compliance", + "path": "bundles/compliance/ftc-reviews-testimonials", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/ftc-reviews-testimonials", + "download_url": "https://openknowledgebank.com/downloads/ftc-reviews-testimonials.zip", + "tags": [ + "ftc", + "compliance", + "united-states" + ], + "aliases": [ + "FTC Consumer Reviews, Testimonials, and Endorsements", + "United States" + ], + "problems_solved": [ + "Determine the applicable scope and current source set for FTC Consumer Reviews, Testimonials, and Endorsements.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable reviews and testimonials control brief without making an unsupported compliance claim." + ], + "industries": [ + "Businesses using reviews, testimonials, endorsements, or social indicators" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "reviews and testimonials control brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "FTC Consumer Reviews, Testimonials, and Endorsements source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "ftc-telemarketing-sales-rule", + "irs-donor-substantiation-acknowledgment", + "irs-exemption-application-501c3" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.ftc.gov/legal-library/browse/rules/rulemaking-use-consumer-reviews-testimonials", + "https://www.ftc.gov/business-guidance/resources/consumer-reviews-testimonials-rule-questions-answers" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging FTC Consumer Reviews, Testimonials, and Endorsements questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope FTC Consumer Reviews, Testimonials, and Endorsements questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is reviews and testimonials control brief. Start source review with U.S.", + "meta_description": "Free FTC Consumer Reviews, Testimonials, and Endorsements Markdown bundle with workflows, source references, and reviews and testimonials control brief for.", + "social_summary": "FTC Consumer Reviews, Testimonials, and Endorsements: reviews and testimonials control brief, workflows.", + "download_note": "10 Markdown files \u00b7 1,473 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing FTC Consumer Reviews, Testimonials, and Endorsements", + "Teams working in Businesses using reviews, testimonials, endorsements, or social indicators" + ], + "when_to_use": [ + "A FTC Consumer Reviews, Testimonials, and Endorsements question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FTC Consumer Reviews, Testimonials, and Endorsements and draft reviews and testimonials control brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Federal Trade Commission \u2014 Rules / Rulemaking Use Consumer Reviews Testimonials, then confirm that the reference is current and applicable. Inspect FTC Consumer Reviews, Testimonials, and Endorsements overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "FTC Consumer Reviews, Testimonials, and Endorsements overview", + "description": "Scope, evidence, and authority boundaries for FTC Consumer Reviews, Testimonials, and Endorsements.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/ftc-reviews-testimonials/overview.md" + }, + { + "type": "Workflow", + "title": "FTC Consumer Reviews, Testimonials, and Endorsements source-aware workflow", + "description": "Verify-first workflow for producing a reviewable reviews and testimonials control brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/ftc-reviews-testimonials/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "reviews and testimonials control brief", + "description": "Review-ready template for FTC Consumer Reviews, Testimonials, and Endorsements evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/ftc-reviews-testimonials/deliverables/ftc-reviews-testimonials-brief.md" + }, + { + "type": "Quality rubric", + "title": "FTC Consumer Reviews, Testimonials, and Endorsements source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/ftc-reviews-testimonials/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "U.S. Federal Trade Commission \u2014 Rules / Rulemaking Use Consumer Reviews Testimonials", + "url": "https://www.ftc.gov/legal-library/browse/rules/rulemaking-use-consumer-reviews-testimonials", + "used_for": "Legal, regulatory, standards, or agency reference for FTC Consumer Reviews, Testimonials, and Endorsements scope and source checks." + }, + { + "label": "U.S. Federal Trade Commission \u2014 Resources / Consumer Reviews Testimonials Rule Questions Answers", + "url": "https://www.ftc.gov/business-guidance/resources/consumer-reviews-testimonials-rule-questions-answers", + "used_for": "Legal, regulatory, standards, or agency reference for FTC Consumer Reviews, Testimonials, and Endorsements scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "vet-data-streamlining-transition", + "title": "VET Information Standard Transition", + "description": "Use current official sources and local evidence to prepare a review-ready VET data transition readiness brief for VET Information Standard Transition.", + "category": "compliance", + "path": "bundles/compliance/vet-data-streamlining-transition", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/vet-data-streamlining-transition", + "download_url": "https://openknowledgebank.com/downloads/vet-data-streamlining-transition.zip", + "tags": [ + "vet", + "compliance", + "australia" + ], + "aliases": [ + "VET Information Standard Transition", + "Australia" + ], + "problems_solved": [ + "Determine the applicable scope and current source set for VET Information Standard Transition.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable VET data transition readiness brief without making an unsupported compliance claim." + ], + "industries": [ + "VET regulators, providers, and data system operators" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "VET data transition readiness brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "VET Information Standard Transition source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "open-banking-1033", + "ftc-telemarketing-sales-rule", + "gdpr-art28-controller-processor-contract" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://vetinformationstandard.ncver.edu.au/", + "https://www.ncver.edu.au/rto-hub/vet-information-standard" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging VET Information Standard Transition questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope VET Information Standard Transition questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is VET data transition readiness brief. Start source review with vetinformationstandard.ncver.edu.au.", + "meta_description": "Free VET Information Standard Transition Markdown bundle with workflows, source references, and vET data transition readiness brief for use with AI.", + "social_summary": "VET Information Standard Transition: vET data transition readiness brief, workflows, and review guidance", + "download_note": "10 Markdown files \u00b7 1,419 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing VET Information Standard Transition", + "Teams working in VET regulators, providers, and data system operators" + ], + "when_to_use": [ + "A VET Information Standard Transition question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess VET Information Standard Transition and draft VET data transition readiness brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with vetinformationstandard.ncver.edu.au, then confirm that the reference is current and applicable. Inspect VET Information Standard Transition overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "VET Information Standard Transition overview", + "description": "Scope, evidence, and authority boundaries for VET Information Standard Transition.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/vet-data-streamlining-transition/overview.md" + }, + { + "type": "Workflow", + "title": "VET Information Standard Transition source-aware workflow", + "description": "Verify-first workflow for producing a reviewable VET data transition readiness brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/vet-data-streamlining-transition/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "VET data transition readiness brief", + "description": "Review-ready template for VET Information Standard Transition evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/vet-data-streamlining-transition/deliverables/vet-data-streamlining-transition-brief.md" + }, + { + "type": "Quality rubric", + "title": "VET Information Standard Transition source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/vet-data-streamlining-transition/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "vetinformationstandard.ncver.edu.au", + "url": "https://vetinformationstandard.ncver.edu.au/", + "used_for": "Legal, regulatory, standards, or agency reference for VET Information Standard Transition scope and source checks." + }, + { + "label": "ncver.edu.au \u2014 Rto Hub / Vet Information Standard", + "url": "https://www.ncver.edu.au/rto-hub/vet-information-standard", + "used_for": "Legal, regulatory, standards, or agency reference for VET Information Standard Transition scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "qc-private-sector-act-law25", + "title": "Quebec Private-Sector Privacy Act (Law 25)", + "description": "Use current official sources and local evidence to prepare a review-ready Quebec privacy compliance brief for Quebec Private-Sector Privacy Act (Law 25).", + "category": "compliance", + "path": "bundles/compliance/qc-private-sector-act-law25", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/qc-private-sector-act-law25", + "download_url": "https://openknowledgebank.com/downloads/qc-private-sector-act-law25.zip", + "tags": [ + "qc", + "compliance", + "canada" + ], + "aliases": [ + "Quebec Private-Sector Privacy Act (Law 25)", + "Canada" + ], + "problems_solved": [ + "Determine the applicable scope and current source set for Quebec Private-Sector Privacy Act (Law 25).", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable Quebec privacy compliance brief without making an unsupported compliance claim." + ], + "industries": [ + "Private-sector organizations handling personal information in Quebec" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "Quebec privacy compliance brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "Quebec Private-Sector Privacy Act (Law 25) source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "us-state-data-breach-notification-laws", + "gdpr-art28-controller-processor-contract", + "gdpr-art34-breach-communication-data-subjects" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.legisquebec.gouv.qc.ca/en/document/cs/p-39.1", + "https://www.cai.gouv.qc.ca/protection-renseignements-personnels/information-entreprises-privees" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "privacy", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging Quebec Private-Sector Privacy Act (Law 25) questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Quebec Private-Sector Privacy Act (Law 25) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Quebec privacy compliance brief. Start source review with legisquebec.gouv.qc.ca \u2014 Cs / P 39.1.", + "meta_description": "Free Quebec Private-Sector Privacy Act (Law 25) Markdown bundle with workflows, source references, and quebec privacy compliance brief for use with AI.", + "social_summary": "Quebec Private-Sector Privacy Act (Law 25): quebec privacy compliance brief, workflows, and review.", + "download_note": "10 Markdown files \u00b7 1,460 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing Quebec Private-Sector Privacy Act (Law 25)", + "Teams working in Private-sector organizations handling personal information in Quebec" + ], + "when_to_use": [ + "A Quebec Private-Sector Privacy Act (Law 25) question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Quebec Private-Sector Privacy Act (Law 25) and draft Quebec privacy compliance brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with legisquebec.gouv.qc.ca \u2014 Cs / P 39.1, then confirm that the reference is current and applicable. Inspect Quebec Private-Sector Privacy Act (Law 25) overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "Quebec Private-Sector Privacy Act (Law 25) overview", + "description": "Scope, evidence, and authority boundaries for Quebec Private-Sector Privacy Act (Law 25).", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/qc-private-sector-act-law25/overview.md" + }, + { + "type": "Workflow", + "title": "Quebec Private-Sector Privacy Act (Law 25) source-aware workflow", + "description": "Verify-first workflow for producing a reviewable Quebec privacy compliance brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/qc-private-sector-act-law25/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "Quebec privacy compliance brief", + "description": "Review-ready template for Quebec Private-Sector Privacy Act (Law 25) evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/qc-private-sector-act-law25/deliverables/qc-private-sector-act-law25-brief.md" + }, + { + "type": "Quality rubric", + "title": "Quebec Private-Sector Privacy Act (Law 25) source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/qc-private-sector-act-law25/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "legisquebec.gouv.qc.ca \u2014 Cs / P 39.1", + "url": "https://www.legisquebec.gouv.qc.ca/en/document/cs/p-39.1", + "used_for": "Legal, regulatory, standards, or agency reference for Quebec Private-Sector Privacy Act (Law 25) scope and source checks." + }, + { + "label": "cai.gouv.qc.ca \u2014 Protection Renseignements Personnels / Information Entreprises Privees", + "url": "https://www.cai.gouv.qc.ca/protection-renseignements-personnels/information-entreprises-privees", + "used_for": "Legal, regulatory, standards, or agency reference for Quebec Private-Sector Privacy Act (Law 25) scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "irs-exemption-application-non-501c3", + "title": "IRS Exemption Applications: Forms 1024 and 1024-A", + "description": "Use current official sources and local evidence to prepare a review-ready exemption-application readiness brief for IRS Exemption Applications: Forms 1024 and 1024-A.", + "category": "compliance", + "path": "bundles/compliance/irs-exemption-application-non-501c3", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/irs-exemption-application-non-501c3", + "download_url": "https://openknowledgebank.com/downloads/irs-exemption-application-non-501c3.zip", + "tags": [ + "irs", + "compliance", + "united-states" + ], + "aliases": [ + "IRS Exemption Applications: Forms 1024 and 1024-A", + "United States" + ], + "problems_solved": [ + "Determine the applicable scope and current source set for IRS Exemption Applications: Forms 1024 and 1024-A.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable exemption-application readiness brief without making an unsupported compliance claim." + ], + "industries": [ + "Nonprofit and tax-exempt organizations other than 501(c)(3)" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "exemption-application readiness brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "IRS Exemption Applications: Forms 1024 and 1024-A source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "irs-donor-substantiation-acknowledgment", + "irs-exemption-application-501c3", + "hmrc-corporation-tax" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.irs.gov/forms-pubs/about-form-1024", + "https://www.irs.gov/charities-non-profits/how-to-apply-for-tax-exemption-as-a-social-welfare-organization-or-other-nonprofit", + "https://www.irs.gov/charities-non-profits/exemption-application-user-fee" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "tax", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging IRS Exemption Applications: Forms 1024 and 1024-A questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope IRS Exemption Applications: Forms 1024 and 1024-A questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is exemption-application readiness brief. Start source review with irs.gov \u2014 Forms Pubs / About Form 1024.", + "meta_description": "Free IRS Exemption Applications: Forms 1024 and 1024-A Markdown bundle with workflows, source references, and exemption-application readiness brief for use.", + "social_summary": "IRS Exemption Applications: Forms 1024 and 1024-A: exemption-application readiness brief, workflows, and.", + "download_note": "10 Markdown files \u00b7 1,494 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing IRS Exemption Applications: Forms 1024 and 1024-A", + "Teams working in Nonprofit and tax-exempt organizations other than 501(c)(3)" + ], + "when_to_use": [ + "A IRS Exemption Applications: Forms 1024 and 1024-A question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess IRS Exemption Applications: Forms 1024 and 1024-A and draft exemption-application readiness brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with irs.gov \u2014 Forms Pubs / About Form 1024, then confirm that the reference is current and applicable. Inspect IRS Exemption Applications: Forms 1024 and 1024-A overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "IRS Exemption Applications: Forms 1024 and 1024-A overview", + "description": "Scope, evidence, and authority boundaries for IRS Exemption Applications: Forms 1024 and 1024-A.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-exemption-application-non-501c3/overview.md" + }, + { + "type": "Workflow", + "title": "IRS Exemption Applications: Forms 1024 and 1024-A source-aware workflow", + "description": "Verify-first workflow for producing a reviewable exemption-application readiness brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-exemption-application-non-501c3/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "exemption-application readiness brief", + "description": "Review-ready template for IRS Exemption Applications: Forms 1024 and 1024-A evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-exemption-application-non-501c3/deliverables/irs-exemption-application-non-501c3-brief.md" + }, + { + "type": "Quality rubric", + "title": "IRS Exemption Applications: Forms 1024 and 1024-A source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-exemption-application-non-501c3/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "irs.gov \u2014 Forms Pubs / About Form 1024", + "url": "https://www.irs.gov/forms-pubs/about-form-1024", + "used_for": "Legal, regulatory, standards, or agency reference for IRS Exemption Applications: Forms 1024 and 1024-A scope and source checks." + }, + { + "label": "irs.gov \u2014 Charities Non Profits / How To Apply For Tax Exemption As A Social Welfare Organization Or Other Nonprofit", + "url": "https://www.irs.gov/charities-non-profits/how-to-apply-for-tax-exemption-as-a-social-welfare-organization-or-other-nonprofit", + "used_for": "Legal, regulatory, standards, or agency reference for IRS Exemption Applications: Forms 1024 and 1024-A scope and source checks." + }, + { + "label": "irs.gov \u2014 Charities Non Profits / Exemption Application User Fee", + "url": "https://www.irs.gov/charities-non-profits/exemption-application-user-fee", + "used_for": "Legal, regulatory, standards, or agency reference for IRS Exemption Applications: Forms 1024 and 1024-A scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "irs-exemption-application-501c3", + "title": "IRS Exemption Application: Form 1023 or 1023-EZ", + "description": "Use current official sources and local evidence to prepare a review-ready 501(c)(3) application readiness brief for IRS Exemption Application: Form 1023 or 1023-EZ.", + "category": "compliance", + "path": "bundles/compliance/irs-exemption-application-501c3", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/irs-exemption-application-501c3", + "download_url": "https://openknowledgebank.com/downloads/irs-exemption-application-501c3.zip", + "tags": [ + "irs", + "compliance", + "united-states" + ], + "aliases": [ + "IRS Exemption Application: Form 1023 or 1023-EZ", + "United States" + ], + "problems_solved": [ + "Determine the applicable scope and current source set for IRS Exemption Application: Form 1023 or 1023-EZ.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable 501(c)(3) application readiness brief without making an unsupported compliance claim." + ], + "industries": [ + "Organizations seeking recognition under IRC 501(c)(3)" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "501(c)(3) application readiness brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "IRS Exemption Application: Form 1023 or 1023-EZ source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "irs-exemption-application-non-501c3", + "irs-donor-substantiation-acknowledgment", + "oig-exclusion-screening" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.irs.gov/forms-pubs/about-form-1023", + "https://www.irs.gov/forms-pubs/about-form-1023-ez", + "https://www.irs.gov/charities-non-profits/exemption-application-user-fee" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "tax", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging IRS Exemption Application: Form 1023 or 1023-EZ questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope IRS Exemption Application: Form 1023 or 1023-EZ questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is 501(c)(3) application readiness brief. Start source review with irs.gov \u2014 Forms Pubs / About Form 1023.", + "meta_description": "Free IRS Exemption Application: Form 1023 or 1023-EZ Markdown bundle with workflows, source references, and 501(c)(3) application readiness brief for use.", + "social_summary": "IRS Exemption Application: Form 1023 or 1023-EZ: 501(c)(3) application readiness brief, workflows, and.", + "download_note": "10 Markdown files \u00b7 1,508 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing IRS Exemption Application: Form 1023 or 1023-EZ", + "Teams working in Organizations seeking recognition under IRC 501(c)(3)" + ], + "when_to_use": [ + "A IRS Exemption Application: Form 1023 or 1023-EZ question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess IRS Exemption Application: Form 1023 or 1023-EZ and draft 501(c)(3) application readiness brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with irs.gov \u2014 Forms Pubs / About Form 1023, then confirm that the reference is current and applicable. Inspect IRS Exemption Application: Form 1023 or 1023-EZ overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "IRS Exemption Application: Form 1023 or 1023-EZ overview", + "description": "Scope, evidence, and authority boundaries for IRS Exemption Application: Form 1023 or 1023-EZ.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-exemption-application-501c3/overview.md" + }, + { + "type": "Workflow", + "title": "IRS Exemption Application: Form 1023 or 1023-EZ source-aware workflow", + "description": "Verify-first workflow for producing a reviewable 501(c)(3) application readiness brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-exemption-application-501c3/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "501(c)(3) application readiness brief", + "description": "Review-ready template for IRS Exemption Application: Form 1023 or 1023-EZ evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-exemption-application-501c3/deliverables/irs-exemption-application-501c3-brief.md" + }, + { + "type": "Quality rubric", + "title": "IRS Exemption Application: Form 1023 or 1023-EZ source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-exemption-application-501c3/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "irs.gov \u2014 Forms Pubs / About Form 1023", + "url": "https://www.irs.gov/forms-pubs/about-form-1023", + "used_for": "Legal, regulatory, standards, or agency reference for IRS Exemption Application: Form 1023 or 1023-EZ scope and source checks." + }, + { + "label": "irs.gov \u2014 Forms Pubs / About Form 1023 Ez", + "url": "https://www.irs.gov/forms-pubs/about-form-1023-ez", + "used_for": "Legal, regulatory, standards, or agency reference for IRS Exemption Application: Form 1023 or 1023-EZ scope and source checks." + }, + { + "label": "irs.gov \u2014 Charities Non Profits / Exemption Application User Fee", + "url": "https://www.irs.gov/charities-non-profits/exemption-application-user-fee", + "used_for": "Legal, regulatory, standards, or agency reference for IRS Exemption Application: Form 1023 or 1023-EZ scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "gdpr-art34-breach-communication-data-subjects", + "title": "GDPR Article 34 Breach Communication", + "description": "Use current official sources and local evidence to prepare a review-ready data-subject breach communication decision brief for GDPR Article 34 Breach Communication.", + "category": "compliance", + "path": "bundles/compliance/gdpr-art34-breach-communication-data-subjects", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/gdpr-art34-breach-communication-data-subjects", + "download_url": "https://openknowledgebank.com/downloads/gdpr-art34-breach-communication-data-subjects.zip", + "tags": [ + "gdpr", + "compliance", + "european-union" + ], + "aliases": [ + "GDPR Article 34 Breach Communication", + "European Union" + ], + "problems_solved": [ + "Determine the applicable scope and current source set for GDPR Article 34 Breach Communication.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable data-subject breach communication decision brief without making an unsupported compliance claim." + ], + "industries": [ + "Controllers and processors handling personal data" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "data-subject breach communication decision brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "GDPR Article 34 Breach Communication source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "gdpr-art28-controller-processor-contract", + "gdpr-art37-dpo-designation", + "gdpr-art35-dpia" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://eur-lex.europa.eu/eli/reg/2016/679/oj", + "https://www.edpb.europa.eu/our-work-tools/our-documents/guidelines/guidelines-92022-personal-data-breach-notification-under_en" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "privacy", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging GDPR Article 34 Breach Communication questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope GDPR Article 34 Breach Communication questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is data-subject breach communication decision brief. Start source review with eur-lex.europa.eu \u2014 679 / Oj.", + "meta_description": "Free GDPR Article 34 Breach Communication Markdown bundle with workflows, source references, and data-subject breach communication decision brief for use.", + "social_summary": "GDPR Article 34 Breach Communication: data-subject breach communication decision brief, workflows, and.", + "download_note": "10 Markdown files \u00b7 1,445 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing GDPR Article 34 Breach Communication", + "Teams working in Controllers and processors handling personal data" + ], + "when_to_use": [ + "A GDPR Article 34 Breach Communication question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess GDPR Article 34 Breach Communication and draft data-subject breach communication decision brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with eur-lex.europa.eu \u2014 679 / Oj, then confirm that the reference is current and applicable. Inspect GDPR Article 34 Breach Communication overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "GDPR Article 34 Breach Communication overview", + "description": "Scope, evidence, and authority boundaries for GDPR Article 34 Breach Communication.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/gdpr-art34-breach-communication-data-subjects/overview.md" + }, + { + "type": "Workflow", + "title": "GDPR Article 34 Breach Communication source-aware workflow", + "description": "Verify-first workflow for producing a reviewable data-subject breach communication decision brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/gdpr-art34-breach-communication-data-subjects/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "data-subject breach communication decision brief", + "description": "Review-ready template for GDPR Article 34 Breach Communication evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/gdpr-art34-breach-communication-data-subjects/deliverables/gdpr-art34-breach-communication-data-subjects-brief.md" + }, + { + "type": "Quality rubric", + "title": "GDPR Article 34 Breach Communication source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/gdpr-art34-breach-communication-data-subjects/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "eur-lex.europa.eu \u2014 679 / Oj", + "url": "https://eur-lex.europa.eu/eli/reg/2016/679/oj", + "used_for": "Legal, regulatory, standards, or agency reference for GDPR Article 34 Breach Communication scope and source checks." + }, + { + "label": "edpb.europa.eu \u2014 Guidelines / Guidelines 92022 Personal Data Breach Notification Under En", + "url": "https://www.edpb.europa.eu/our-work-tools/our-documents/guidelines/guidelines-92022-personal-data-breach-notification-under_en", + "used_for": "Legal, regulatory, standards, or agency reference for GDPR Article 34 Breach Communication scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "lgpd-data-subject-rights", + "title": "LGPD Article 18 Data-Subject Rights", + "description": "Use current official sources and local evidence to prepare a review-ready LGPD rights-request response brief for LGPD Article 18 Data-Subject Rights.", + "category": "compliance", + "path": "bundles/compliance/lgpd-data-subject-rights", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/lgpd-data-subject-rights", + "download_url": "https://openknowledgebank.com/downloads/lgpd-data-subject-rights.zip", + "tags": [ + "lgpd", + "compliance", + "brazil" + ], + "aliases": [ + "LGPD Article 18 Data-Subject Rights", + "Brazil" + ], + "problems_solved": [ + "Determine the applicable scope and current source set for LGPD Article 18 Data-Subject Rights.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable LGPD rights-request response brief without making an unsupported compliance claim." + ], + "industries": [ + "Organizations processing personal data" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "LGPD rights-request response brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "LGPD Article 18 Data-Subject Rights source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "lgpd-data-protection-impact-report-ripd", + "gdpr-art35-dpia", + "gdpr-art28-controller-processor-contract" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.planalto.gov.br/ccivil_03/_ato2015-2018/2018/lei/l13709.htm", + "https://www.gov.br/anpd/pt-br/assuntos/titular-de-dados-1/direito-dos-titulares" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "privacy", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging LGPD Article 18 Data-Subject Rights questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope LGPD Article 18 Data-Subject Rights questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is LGPD rights-request response brief. Start source review with planalto.gov.br \u2014 Lei / L13709.", + "meta_description": "Free LGPD Article 18 Data-Subject Rights Markdown bundle with workflows, source references, and lGPD rights-request response brief for use with AI.", + "social_summary": "LGPD Article 18 Data-Subject Rights: lGPD rights-request response brief, workflows, and review guidance", + "download_note": "10 Markdown files \u00b7 1,432 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing LGPD Article 18 Data-Subject Rights", + "Teams working in Organizations processing personal data" + ], + "when_to_use": [ + "A LGPD Article 18 Data-Subject Rights question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. 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Inspect LGPD Article 18 Data-Subject Rights overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "LGPD Article 18 Data-Subject Rights overview", + "description": "Scope, evidence, and authority boundaries for LGPD Article 18 Data-Subject Rights.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/lgpd-data-subject-rights/overview.md" + }, + { + "type": "Workflow", + "title": "LGPD Article 18 Data-Subject Rights source-aware workflow", + "description": "Verify-first workflow for producing a reviewable LGPD rights-request response brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/lgpd-data-subject-rights/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "LGPD rights-request response brief", + "description": "Review-ready template for LGPD Article 18 Data-Subject Rights evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/lgpd-data-subject-rights/deliverables/lgpd-data-subject-rights-brief.md" + }, + { + "type": "Quality rubric", + "title": "LGPD Article 18 Data-Subject Rights source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/lgpd-data-subject-rights/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "planalto.gov.br \u2014 Lei / L13709", + "url": "https://www.planalto.gov.br/ccivil_03/_ato2015-2018/2018/lei/l13709.htm", + "used_for": "Legal, regulatory, standards, or agency reference for LGPD Article 18 Data-Subject Rights scope and source checks." + }, + { + "label": "gov.br \u2014 Titular De Dados 1 / Direito Dos Titulares", + "url": "https://www.gov.br/anpd/pt-br/assuntos/titular-de-dados-1/direito-dos-titulares", + "used_for": "Legal, regulatory, standards, or agency reference for LGPD Article 18 Data-Subject Rights scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "open-banking-1033", + "title": "CFPB Personal Financial Data Rights (Section 1033)", + "description": "Use current official sources and local evidence to prepare a review-ready Section 1033 implementation-status brief for CFPB Personal Financial Data Rights (Section 1033).", + "category": "compliance", + "path": "bundles/compliance/open-banking-1033", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/open-banking-1033", + "download_url": "https://openknowledgebank.com/downloads/open-banking-1033.zip", + "tags": [ + "open", + "compliance", + "united-states" + ], + "aliases": [ + "CFPB Personal Financial Data Rights (Section 1033)", + "United States" + ], + "problems_solved": [ + "Determine the applicable scope and current source set for CFPB Personal Financial Data Rights (Section 1033).", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable Section 1033 implementation-status brief without making an unsupported compliance claim." + ], + "industries": [ + "Banks, data providers, third parties, aggregators, and standard setters" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "Section 1033 implementation-status brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "CFPB Personal Financial Data Rights (Section 1033) source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "ftc-telemarketing-sales-rule", + "oig-compliance-program-guidance", + "stress-testing-dfast-ccar" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.consumerfinance.gov/personal-financial-data-rights/", + "https://www.consumerfinance.gov/rules-policy/regulations/1033/" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "financial", + "privacy", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging CFPB Personal Financial Data Rights (Section 1033) questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope CFPB Personal Financial Data Rights (Section 1033) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Section 1033 implementation-status brief. Start source review with consumerfinance.gov \u2014 Personal Financial Data Rights.", + "meta_description": "Free CFPB Personal Financial Data Rights (Section 1033) Markdown bundle with workflows, source references, and section 1033 implementation-status brief for.", + "social_summary": "CFPB Personal Financial Data Rights (Section 1033): section 1033 implementation-status brief, workflows.", + "download_note": "10 Markdown files \u00b7 1,498 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing CFPB Personal Financial Data Rights (Section 1033)", + "Teams working in Banks, data providers, third parties, aggregators, and standard setters" + ], + "when_to_use": [ + "A CFPB Personal Financial Data Rights (Section 1033) question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. 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quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "irs-donor-substantiation-acknowledgment", + "title": "IRS Donor Substantiation and Written Acknowledgments", + "description": "Use current official sources and local evidence to prepare a review-ready donor acknowledgment and disclosure brief for IRS Donor Substantiation and Written Acknowledgments.", + "category": "compliance", + "path": "bundles/compliance/irs-donor-substantiation-acknowledgment", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/irs-donor-substantiation-acknowledgment", + "download_url": "https://openknowledgebank.com/downloads/irs-donor-substantiation-acknowledgment.zip", + "tags": [ + "irs", + "compliance", + "united-states" + ], + "aliases": [ + "IRS Donor Substantiation and Written Acknowledgments", + "United States" + ], + "problems_solved": [ + "Determine the applicable scope and current source set for IRS Donor Substantiation and Written Acknowledgments.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable donor acknowledgment and disclosure brief without making an unsupported compliance claim." + ], + "industries": [ + "Charitable organizations and donors" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "donor acknowledgment and disclosure brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "IRS Donor Substantiation and Written Acknowledgments source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "irs-exemption-application-non-501c3", + "irs-exemption-application-501c3", + "ftc-telemarketing-sales-rule" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.irs.gov/charities-non-profits/charitable-organizations/charitable-organizations-substantiation-and-disclosure-requirements", + "https://www.irs.gov/charities-non-profits/substantiating-charitable-contributions", + "https://www.irs.gov/pub/irs-pdf/p1771.pdf" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; 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The page previews an overview, a workflow, a template, and a quality rubric; the intended output is donor acknowledgment and disclosure brief.", + "meta_description": "Free IRS Donor Substantiation and Written Acknowledgments Markdown bundle with workflows, source references, and donor acknowledgment and disclosure brief.", + "social_summary": "IRS Donor Substantiation and Written Acknowledgments: donor acknowledgment and disclosure brief.", + "download_note": "10 Markdown files \u00b7 1,485 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing IRS Donor Substantiation and Written Acknowledgments", + "Teams working in Charitable organizations and donors" + ], + "when_to_use": [ + "A IRS Donor Substantiation and Written Acknowledgments question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess IRS Donor Substantiation and Written Acknowledgments and draft donor acknowledgment and disclosure brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with irs.gov \u2014 Charitable Organizations / Charitable Organizations Substantiation And Disclosure Requirements, then confirm that the reference is current and applicable. Inspect IRS Donor Substantiation and Written Acknowledgments overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "IRS Donor Substantiation and Written Acknowledgments overview", + "description": "Scope, evidence, and authority boundaries for IRS Donor Substantiation and Written Acknowledgments.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-donor-substantiation-acknowledgment/overview.md" + }, + { + "type": "Workflow", + "title": "IRS Donor Substantiation and Written Acknowledgments source-aware workflow", + "description": "Verify-first workflow for producing a reviewable donor acknowledgment and disclosure brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-donor-substantiation-acknowledgment/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "donor acknowledgment and disclosure brief", + "description": "Review-ready template for IRS Donor Substantiation and Written Acknowledgments evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-donor-substantiation-acknowledgment/deliverables/irs-donor-substantiation-acknowledgment-brief.md" + }, + { + "type": "Quality rubric", + "title": "IRS Donor Substantiation and Written Acknowledgments source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-donor-substantiation-acknowledgment/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "irs.gov \u2014 Charitable Organizations / Charitable Organizations Substantiation And Disclosure Requirements", + "url": "https://www.irs.gov/charities-non-profits/charitable-organizations/charitable-organizations-substantiation-and-disclosure-requirements", + "used_for": "Legal, regulatory, standards, or agency reference for IRS Donor Substantiation and Written Acknowledgments scope and source checks." + }, + { + "label": "irs.gov \u2014 Charities Non Profits / Substantiating Charitable Contributions", + "url": "https://www.irs.gov/charities-non-profits/substantiating-charitable-contributions", + "used_for": "Legal, regulatory, standards, or agency reference for IRS Donor Substantiation and Written Acknowledgments scope and source checks." + }, + { + "label": "irs.gov \u2014 Irs Pdf / P1771", + "url": "https://www.irs.gov/pub/irs-pdf/p1771.pdf", + "used_for": "Legal, regulatory, standards, or agency reference for IRS Donor Substantiation and Written Acknowledgments scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "gdpr-art28-controller-processor-contract", + "title": "GDPR Article 28 Controller-Processor Contract", + "description": "Use current official sources and local evidence to prepare a review-ready Article 28 data-processing agreement review brief for GDPR Article 28 Controller-Processor Contract.", + "category": "compliance", + "path": "bundles/compliance/gdpr-art28-controller-processor-contract", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/gdpr-art28-controller-processor-contract", + "download_url": "https://openknowledgebank.com/downloads/gdpr-art28-controller-processor-contract.zip", + "tags": [ + "gdpr", + "compliance", + "european-union" + ], + "aliases": [ + "GDPR Article 28 Controller-Processor Contract", + "European Union" + ], + "problems_solved": [ + "Determine the applicable scope and current source set for GDPR Article 28 Controller-Processor Contract.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable Article 28 data-processing agreement review brief without making an unsupported compliance claim." + ], + "industries": [ + "Controllers and processors handling personal data" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "Article 28 data-processing agreement review brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "GDPR Article 28 Controller-Processor Contract source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "gdpr-art34-breach-communication-data-subjects", + "gdpr-art37-dpo-designation", + "gdpr-art35-dpia" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX:32016R0679", + "https://commission.europa.eu/publications/standard-contractual-clauses-controllers-and-processors-eueea_en" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "privacy", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging GDPR Article 28 Controller-Processor Contract questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope GDPR Article 28 Controller-Processor Contract questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Article 28 data-processing agreement review brief. Start source review with eur-lex.europa.eu \u2014 EN / TXT.", + "meta_description": "Free GDPR Article 28 Controller-Processor Contract Markdown bundle with workflows, source references, and article 28 data-processing agreement review brief.", + "social_summary": "GDPR Article 28 Controller-Processor Contract: article 28 data-processing agreement review brief.", + "download_note": "10 Markdown files \u00b7 1,455 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing GDPR Article 28 Controller-Processor Contract", + "Teams working in Controllers and processors handling personal data" + ], + "when_to_use": [ + "A GDPR Article 28 Controller-Processor Contract question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess GDPR Article 28 Controller-Processor Contract and draft Article 28 data-processing agreement review brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with eur-lex.europa.eu \u2014 EN / TXT, then confirm that the reference is current and applicable. Inspect GDPR Article 28 Controller-Processor Contract overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "GDPR Article 28 Controller-Processor Contract overview", + "description": "Scope, evidence, and authority boundaries for GDPR Article 28 Controller-Processor Contract.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/gdpr-art28-controller-processor-contract/overview.md" + }, + { + "type": "Workflow", + "title": "GDPR Article 28 Controller-Processor Contract source-aware workflow", + "description": "Verify-first workflow for producing a reviewable Article 28 data-processing agreement review brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/gdpr-art28-controller-processor-contract/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "Article 28 data-processing agreement review brief", + "description": "Review-ready template for GDPR Article 28 Controller-Processor Contract evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/gdpr-art28-controller-processor-contract/deliverables/gdpr-art28-controller-processor-contract-brief.md" + }, + { + "type": "Quality rubric", + "title": "GDPR Article 28 Controller-Processor Contract source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/gdpr-art28-controller-processor-contract/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "eur-lex.europa.eu \u2014 EN / TXT", + "url": "https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX:32016R0679", + "used_for": "Legal, regulatory, standards, or agency reference for GDPR Article 28 Controller-Processor Contract scope and source checks." + }, + { + "label": "commission.europa.eu \u2014 Publications / Standard Contractual Clauses Controllers And Processors Eueea En", + "url": "https://commission.europa.eu/publications/standard-contractual-clauses-controllers-and-processors-eueea_en", + "used_for": "Legal, regulatory, standards, or agency reference for GDPR Article 28 Controller-Processor Contract scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "hmrc-corporation-tax", + "title": "HMRC Corporation Tax Registration, Return, and Payment", + "description": "Use current official sources and local evidence to prepare a review-ready Corporation Tax compliance calendar and filing brief for HMRC Corporation Tax Registration, Return, and Payment.", + "category": "compliance", + "path": "bundles/compliance/hmrc-corporation-tax", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/hmrc-corporation-tax", + "download_url": "https://openknowledgebank.com/downloads/hmrc-corporation-tax.zip", + "tags": [ + "hmrc", + "compliance", + "united-kingdom" + ], + "aliases": [ + "HMRC Corporation Tax Registration, Return, and Payment", + "United Kingdom" + ], + "problems_solved": [ + "Determine the applicable scope and current source set for HMRC Corporation Tax Registration, Return, and Payment.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable Corporation Tax compliance calendar and filing brief without making an unsupported compliance claim." + ], + "industries": [ + "Companies and organizations within Corporation Tax" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "Corporation Tax compliance calendar and filing brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "HMRC Corporation Tax Registration, Return, and Payment source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "irs-exemption-application-non-501c3", + "irs-donor-substantiation-acknowledgment", + "stress-testing-dfast-ccar" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.gov.uk/corporation-tax", + "https://www.gov.uk/guidance/closure-of-the-service-to-file-your-company-accounts-and-tax-return", + "https://www.gov.uk/government/publications/corporation-tax-commercial-software-suppliers" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "tax", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging HMRC Corporation Tax Registration, Return, and Payment questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope HMRC Corporation Tax Registration, Return, and Payment questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Corporation Tax compliance calendar and filing brief. Start source review with GOV.UK \u2014 Corporation Tax.", + "meta_description": "Free HMRC Corporation Tax Registration, Return, and Payment Markdown bundle with workflows, source references, and corporation Tax compliance calendar and.", + "social_summary": "HMRC Corporation Tax Registration, Return, and Payment: corporation Tax compliance calendar and filing.", + "download_note": "10 Markdown files \u00b7 1,524 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing HMRC Corporation Tax Registration, Return, and Payment", + "Teams working in Companies and organizations within Corporation Tax" + ], + "when_to_use": [ + "A HMRC Corporation Tax Registration, Return, and Payment question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess HMRC Corporation Tax Registration, Return, and Payment and draft Corporation Tax compliance calendar and filing brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with GOV.UK \u2014 Corporation Tax, then confirm that the reference is current and applicable. Inspect HMRC Corporation Tax Registration, Return, and Payment overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "HMRC Corporation Tax Registration, Return, and Payment overview", + "description": "Scope, evidence, and authority boundaries for HMRC Corporation Tax Registration, Return, and Payment.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/hmrc-corporation-tax/overview.md" + }, + { + "type": "Workflow", + "title": "HMRC Corporation Tax Registration, Return, and Payment source-aware workflow", + "description": "Verify-first workflow for producing a reviewable Corporation Tax compliance calendar and filing brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/hmrc-corporation-tax/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "Corporation Tax compliance calendar and filing brief", + "description": "Review-ready template for HMRC Corporation Tax Registration, Return, and Payment evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/hmrc-corporation-tax/deliverables/hmrc-corporation-tax-brief.md" + }, + { + "type": "Quality rubric", + "title": "HMRC Corporation Tax Registration, Return, and Payment source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/hmrc-corporation-tax/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "GOV.UK \u2014 Corporation Tax", + "url": "https://www.gov.uk/corporation-tax", + "used_for": "Legal, regulatory, standards, or agency reference for HMRC Corporation Tax Registration, Return, and Payment scope and source checks." + }, + { + "label": "GOV.UK \u2014 Guidance / Closure Of The Service To File Your Company Accounts And Tax Return", + "url": "https://www.gov.uk/guidance/closure-of-the-service-to-file-your-company-accounts-and-tax-return", + "used_for": "Legal, regulatory, standards, or agency reference for HMRC Corporation Tax Registration, Return, and Payment scope and source checks." + }, + { + "label": "GOV.UK \u2014 Publications / Corporation Tax Commercial Software Suppliers", + "url": "https://www.gov.uk/government/publications/corporation-tax-commercial-software-suppliers", + "used_for": "Legal, regulatory, standards, or agency reference for HMRC Corporation Tax Registration, Return, and Payment scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "gdpr-art35-dpia", + "title": "GDPR Article 35 Data Protection Impact Assessment", + "description": "Use current official sources and local evidence to prepare a review-ready DPIA screening and assessment brief for GDPR Article 35 Data Protection Impact Assessment.", + "category": "compliance", + "path": "bundles/compliance/gdpr-art35-dpia", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/gdpr-art35-dpia", + "download_url": "https://openknowledgebank.com/downloads/gdpr-art35-dpia.zip", + "tags": [ + "gdpr", + "compliance", + "european-union" + ], + "aliases": [ + "GDPR Article 35 Data Protection Impact Assessment", + "European Union" + ], + "problems_solved": [ + "Determine the applicable scope and current source set for GDPR Article 35 Data Protection Impact Assessment.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable DPIA screening and assessment brief without making an unsupported compliance claim." + ], + "industries": [ + "Controllers conducting personal-data processing" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "DPIA screening and assessment brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "GDPR Article 35 Data Protection Impact Assessment source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "gdpr-art28-controller-processor-contract", + "gdpr-art34-breach-communication-data-subjects", + "gdpr-art37-dpo-designation" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX:32016R0679", + "https://www.edpb.europa.eu/topics/accountability-and-compliance-tools/data-protection-impact-assessment_en" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, local policies, contracts, records, controls, notices, filings, approvals, and exceptions.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "privacy", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging GDPR Article 35 Data Protection Impact Assessment questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope GDPR Article 35 Data Protection Impact Assessment questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is DPIA screening and assessment brief. Start source review with eur-lex.europa.eu \u2014 EN / TXT.", + "meta_description": "Free GDPR Article 35 Data Protection Impact Assessment Markdown bundle with workflows, source references, and dPIA screening and assessment brief for use.", + "social_summary": "GDPR Article 35 Data Protection Impact Assessment: dPIA screening and assessment brief, workflows, and.", + "download_note": "10 Markdown files \u00b7 1,497 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing GDPR Article 35 Data Protection Impact Assessment", + "Teams working in Controllers conducting personal-data processing" + ], + "when_to_use": [ + "A GDPR Article 35 Data Protection Impact Assessment question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess GDPR Article 35 Data Protection Impact Assessment and draft DPIA screening and assessment brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with eur-lex.europa.eu \u2014 EN / TXT, then confirm that the reference is current and applicable. 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The page previews an overview, a workflow, a template, and a quality rubric; the intended output is stress-testing applicability and governance brief.", + "meta_description": "Free Federal Reserve Supervisory Stress Testing (DFAST / CCAR) Markdown bundle with workflows, source references, and stress-testing applicability and.", + "social_summary": "Federal Reserve Supervisory Stress Testing (DFAST / CCAR): stress-testing applicability and governance.", + "download_note": "10 Markdown files \u00b7 1,500 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing Federal Reserve Supervisory Stress Testing (DFAST / CCAR)", + "Teams working in Banks and bank holding companies subject to capital and stress-testing requirements" + ], + "when_to_use": [ + "A Federal Reserve Supervisory Stress Testing (DFAST / CCAR) question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. 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The page previews an overview, a workflow, a template, and a quality rubric; the intended output is EDGAR filing readiness and validation brief. Start source review with U.S. Securities and Exchange Commission \u2014 Submit Filings.", + "meta_description": "Free SEC EDGAR Electronic Filing and Inline XBRL Markdown bundle with workflows, source references, and eDGAR filing readiness and validation brief for use.", + "social_summary": "SEC EDGAR Electronic Filing and Inline XBRL: eDGAR filing readiness and validation brief, workflows, and.", + "download_note": "10 Markdown files \u00b7 1,518 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing SEC EDGAR Electronic Filing and Inline XBRL", + "Teams working in SEC filers and filing agents" + ], + "when_to_use": [ + "A SEC EDGAR Electronic Filing and Inline XBRL question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. 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Start source review with eur-lex.europa.eu \u2014 EN / TXT.", + "meta_description": "Free GDPR Article 15 Right of Access Markdown bundle with workflows, source references, and article 15 access-request response brief for use with AI.", + "social_summary": "GDPR Article 15 Right of Access: article 15 access-request response brief, workflows, and review.", + "download_note": "10 Markdown files \u00b7 1,475 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing GDPR Article 15 Right of Access", + "Teams working in Controllers responding to data-subject access requests" + ], + "when_to_use": [ + "A GDPR Article 15 Right of Access question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. 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quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "irs-employment-tax-returns", + "title": "Employer Employment Tax and Wage Reporting", + "description": "Use current official sources and local evidence to prepare a review-ready employment-tax return reconciliation brief for Employer Employment Tax and Wage Reporting.", + "category": "compliance", + "path": "bundles/compliance/irs-employment-tax-returns", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/irs-employment-tax-returns", + "download_url": "https://openknowledgebank.com/downloads/irs-employment-tax-returns.zip", + "tags": [ + "irs", + "compliance", + "united-states" + ], + "aliases": [ + "Employer Employment Tax and Wage Reporting", + "United States" + ], + "problems_solved": [ + "Determine applicable scope and current sources for Employer Employment Tax and Wage Reporting.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable employment-tax return reconciliation brief without making an unsupported compliance claim." + ], + "industries": [ + "Nonprofit and tax-exempt employers" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "employment-tax return reconciliation brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "Employer Employment Tax and Wage Reporting source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "irs-employer-tax-registration-filing", + "i-9-employment-eligibility-verification", + "irs-1099-information-returns" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.irs.gov/instructions/i941", + "https://www.irs.gov/instructions/iw2w3", + "https://www.irs.gov/forms-pubs/about-form-944" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; 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Start source review with irs.gov \u2014 Instructions / I941.", + "meta_description": "Free Employer Employment Tax and Wage Reporting Markdown bundle with workflows, source references, and employment-tax return reconciliation brief for use.", + "social_summary": "Employer Employment Tax and Wage Reporting: employment-tax return reconciliation brief, workflows, and.", + "download_note": "10 Markdown files \u00b7 1,512 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing Employer Employment Tax and Wage Reporting", + "Teams working in Nonprofit and tax-exempt employers" + ], + "when_to_use": [ + "A Employer Employment Tax and Wage Reporting question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. 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Inspect Employer Employment Tax and Wage Reporting overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "Employer Employment Tax and Wage Reporting overview", + "description": "Scope, evidence, and authority boundaries for Employer Employment Tax and Wage Reporting.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-employment-tax-returns/overview.md" + }, + { + "type": "Workflow", + "title": "Employer Employment Tax and Wage Reporting source-aware workflow", + "description": "Verify-first workflow for producing a reviewable employment-tax return reconciliation brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-employment-tax-returns/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "employment-tax return reconciliation brief", + "description": "Review-ready template for Employer Employment Tax and Wage Reporting evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-employment-tax-returns/deliverables/irs-employment-tax-returns-brief.md" + }, + { + "type": "Quality rubric", + "title": "Employer Employment Tax and Wage Reporting source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-employment-tax-returns/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "irs.gov \u2014 Instructions / I941", + "url": "https://www.irs.gov/instructions/i941", + "used_for": "Legal, regulatory, standards, or agency reference for Employer Employment Tax and Wage Reporting scope and source checks." + }, + { + "label": "irs.gov \u2014 Instructions / Iw2w3", + "url": "https://www.irs.gov/instructions/iw2w3", + "used_for": "Legal, regulatory, standards, or agency reference for Employer Employment Tax and Wage Reporting scope and source checks." + }, + { + "label": "irs.gov \u2014 Forms Pubs / About Form 944", + "url": "https://www.irs.gov/forms-pubs/about-form-944", + "used_for": "Legal, regulatory, standards, or agency reference for Employer Employment Tax and Wage Reporting scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "sec-periodic-reporting-10k-10q-8k", + "title": "SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K)", + "description": "Use current official sources and local evidence to prepare a review-ready periodic-reporting calendar and readiness brief for SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K).", + "category": "compliance", + "path": "bundles/compliance/sec-periodic-reporting-10k-10q-8k", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/sec-periodic-reporting-10k-10q-8k", + "download_url": "https://openknowledgebank.com/downloads/sec-periodic-reporting-10k-10q-8k.zip", + "tags": [ + "sec", + "compliance", + "united-states" + ], + "aliases": [ + "SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K)", + "United States" + ], + "problems_solved": [ + "Determine applicable scope and current sources for SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K).", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable periodic-reporting calendar and readiness brief without making an unsupported compliance claim." + ], + "industries": [ + "SEC reporting companies" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "periodic-reporting calendar and readiness brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K) source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "sec-executive-compensation-disclosure", + "funds-transfer-recordkeeping-travel-rule", + "glba-privacy-regulation-p" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.sec.gov/files/form10-k.pdf", + "https://www.sec.gov/files/form10-q.pdf", + "https://www.sec.gov/files/form8-k.pdf", + "https://www.sec.gov/submit-filings/edgar-filer-manual" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; 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run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "financial", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K) questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is periodic-reporting calendar and readiness brief. Start source review with U.S.", + "meta_description": "Free SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K) Markdown bundle with workflows, source references, and periodic-reporting calendar and readiness.", + "social_summary": "SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K): periodic-reporting calendar and readiness brief.", + "download_note": "10 Markdown files \u00b7 1,574 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K)", + "Teams working in SEC reporting companies" + ], + "when_to_use": [ + "A SEC Exchange Act Periodic Reporting (10-K, 10-Q, 8-K) question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. 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quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "sec-executive-compensation-disclosure", + "title": "SEC Executive Compensation Disclosure", + "description": "Use current official sources and local evidence to prepare a review-ready executive-compensation disclosure mapping brief for SEC Executive Compensation Disclosure.", + "category": "compliance", + "path": "bundles/compliance/sec-executive-compensation-disclosure", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/sec-executive-compensation-disclosure", + "download_url": "https://openknowledgebank.com/downloads/sec-executive-compensation-disclosure.zip", + "tags": [ + "sec", + "compliance", + "united-states" + ], + "aliases": [ + "SEC Executive Compensation Disclosure", + "United States" + ], + "problems_solved": [ + "Determine applicable scope and current sources for SEC Executive Compensation Disclosure.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable executive-compensation disclosure mapping brief without making an unsupported compliance claim." + ], + "industries": [ + "Public companies subject to Regulation S-K Item 402" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "executive-compensation disclosure mapping brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "SEC Executive Compensation Disclosure source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "sec-periodic-reporting-10k-10q-8k", + "glba-privacy-regulation-p", + "funds-transfer-recordkeeping-travel-rule" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.sec.gov/files/rules/final/2022/34-95607.pdf", + "https://www.sec.gov/newsroom/press-releases/2022-149", + "https://www.sec.gov/newsroom/press-releases/2015-160" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "financial", + "employment", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging SEC Executive Compensation Disclosure questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope SEC Executive Compensation Disclosure questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is executive-compensation disclosure mapping brief. Start source review with U.S. Securities and Exchange Commission \u2014 2022 / 34 95607.", + "meta_description": "Free SEC Executive Compensation Disclosure Markdown bundle with workflows, source references, and executive-compensation disclosure mapping brief for use.", + "social_summary": "SEC Executive Compensation Disclosure: executive-compensation disclosure mapping brief, workflows, and.", + "download_note": "10 Markdown files \u00b7 1,464 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing SEC Executive Compensation Disclosure", + "Teams working in Public companies subject to Regulation S-K Item 402" + ], + "when_to_use": [ + "A SEC Executive Compensation Disclosure question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. 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Inspect SEC Executive Compensation Disclosure overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "SEC Executive Compensation Disclosure overview", + "description": "Scope, evidence, and authority boundaries for SEC Executive Compensation Disclosure.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/sec-executive-compensation-disclosure/overview.md" + }, + { + "type": "Workflow", + "title": "SEC Executive Compensation Disclosure source-aware workflow", + "description": "Verify-first workflow for producing a reviewable executive-compensation disclosure mapping brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/sec-executive-compensation-disclosure/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "executive-compensation disclosure mapping brief", + "description": "Review-ready template for SEC Executive Compensation Disclosure evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/sec-executive-compensation-disclosure/deliverables/sec-executive-compensation-disclosure-brief.md" + }, + { + "type": "Quality rubric", + "title": "SEC Executive Compensation Disclosure source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/sec-executive-compensation-disclosure/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "U.S. Securities and Exchange Commission \u2014 2022 / 34 95607", + "url": "https://www.sec.gov/files/rules/final/2022/34-95607.pdf", + "used_for": "Legal, regulatory, standards, or agency reference for SEC Executive Compensation Disclosure scope and source checks." + }, + { + "label": "U.S. Securities and Exchange Commission \u2014 Press Releases / 2022 149", + "url": "https://www.sec.gov/newsroom/press-releases/2022-149", + "used_for": "Legal, regulatory, standards, or agency reference for SEC Executive Compensation Disclosure scope and source checks." + }, + { + "label": "U.S. Securities and Exchange Commission \u2014 Press Releases / 2015 160", + "url": "https://www.sec.gov/newsroom/press-releases/2015-160", + "used_for": "Legal, regulatory, standards, or agency reference for SEC Executive Compensation Disclosure scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "fwa-enforcement-powers", + "title": "Fair Work Agency Enforcement Powers", + "description": "Use current official sources and local evidence to prepare a review-ready FWA enforcement-response readiness brief for Fair Work Agency Enforcement Powers.", + "category": "compliance", + "path": "bundles/compliance/fwa-enforcement-powers", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/fwa-enforcement-powers", + "download_url": "https://openknowledgebank.com/downloads/fwa-enforcement-powers.zip", + "tags": [ + "fwa", + "compliance", + "united-kingdom" + ], + "aliases": [ + "Fair Work Agency Enforcement Powers", + "United Kingdom" + ], + "problems_solved": [ + "Determine applicable scope and current sources for Fair Work Agency Enforcement Powers.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable FWA enforcement-response readiness brief without making an unsupported compliance claim." + ], + "industries": [ + "Employers, employment businesses, labour providers, and supply chains" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "FWA enforcement-response readiness brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "Fair Work Agency Enforcement Powers source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "fwa-gangmaster-licensing", + "i-9-employment-eligibility-verification", + "irs-employment-tax-returns" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.gov.uk/government/publications/fair-work-agency-enforcement-policy-statement/fair-work-agency-enforcement-statement", + "https://www.legislation.gov.uk/ukpga/2025/36/contents" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "employment", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging Fair Work Agency Enforcement Powers questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Fair Work Agency Enforcement Powers questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FWA enforcement-response readiness brief.", + "meta_description": "Free Fair Work Agency Enforcement Powers Markdown bundle with workflows, source references, and fWA enforcement-response readiness brief for use with AI.", + "social_summary": "Fair Work Agency Enforcement Powers: fWA enforcement-response readiness brief, workflows, and review.", + "download_note": "10 Markdown files \u00b7 1,487 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing Fair Work Agency Enforcement Powers", + "Teams working in Employers, employment businesses, labour providers, and supply chains" + ], + "when_to_use": [ + "A Fair Work Agency Enforcement Powers question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Fair Work Agency Enforcement Powers and draft FWA enforcement-response readiness brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with GOV.UK \u2014 Fair Work Agency Enforcement Policy Statement / Fair Work Agency Enforcement Statement, then confirm that the reference is current and applicable. Inspect Fair Work Agency Enforcement Powers overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "Fair Work Agency Enforcement Powers overview", + "description": "Scope, evidence, and authority boundaries for Fair Work Agency Enforcement Powers.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fwa-enforcement-powers/overview.md" + }, + { + "type": "Workflow", + "title": "Fair Work Agency Enforcement Powers source-aware workflow", + "description": "Verify-first workflow for producing a reviewable FWA enforcement-response readiness brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fwa-enforcement-powers/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "FWA enforcement-response readiness brief", + "description": "Review-ready template for Fair Work Agency Enforcement Powers evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fwa-enforcement-powers/deliverables/fwa-enforcement-powers-brief.md" + }, + { + "type": "Quality rubric", + "title": "Fair Work Agency Enforcement Powers source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fwa-enforcement-powers/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "GOV.UK \u2014 Fair Work Agency Enforcement Policy Statement / Fair Work Agency Enforcement Statement", + "url": "https://www.gov.uk/government/publications/fair-work-agency-enforcement-policy-statement/fair-work-agency-enforcement-statement", + "used_for": "Legal, regulatory, standards, or agency reference for Fair Work Agency Enforcement Powers scope and source checks." + }, + { + "label": "UK Legislation \u2014 36 / Contents", + "url": "https://www.legislation.gov.uk/ukpga/2025/36/contents", + "used_for": "Legal, regulatory, standards, or agency reference for Fair Work Agency Enforcement Powers scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "trade-reporting-facilities", + "title": "FINRA Market Transparency Trade Reporting Facilities", + "description": "Use current official sources and local evidence to prepare a review-ready trade-reporting facility readiness brief for FINRA Market Transparency Trade Reporting Facilities.", + "category": "compliance", + "path": "bundles/compliance/trade-reporting-facilities", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/trade-reporting-facilities", + "download_url": "https://openknowledgebank.com/downloads/trade-reporting-facilities.zip", + "tags": [ + "trade", + "compliance", + "united-states" + ], + "aliases": [ + "FINRA Market Transparency Trade Reporting Facilities", + "United States" + ], + "problems_solved": [ + "Determine applicable scope and current sources for FINRA Market Transparency Trade Reporting Facilities.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable trade-reporting facility readiness brief without making an unsupported compliance claim." + ], + "industries": [ + "FINRA member firms and service bureaus" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "trade-reporting facility readiness brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "FINRA Market Transparency Trade Reporting Facilities source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "funds-transfer-recordkeeping-travel-rule", + "hitech-act", + "hmda-regulation-c" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.finra.org/filing-reporting/market-transparency-reporting", + "https://www.finra.org/filing-reporting/trace/documentation", + "https://www.finra.org/rules-guidance/notices/trade-reporting-notice-20260114" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "financial", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging FINRA Market Transparency Trade Reporting Facilities questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope FINRA Market Transparency Trade Reporting Facilities questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is trade-reporting facility readiness brief. Start source review with FINRA \u2014 Filing Reporting / Market Transparency Reporting.", + "meta_description": "Free FINRA Market Transparency Trade Reporting Facilities Markdown bundle with workflows, source references, and trade-reporting facility readiness brief.", + "social_summary": "FINRA Market Transparency Trade Reporting Facilities: trade-reporting facility readiness brief.", + "download_note": "10 Markdown files \u00b7 1,509 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing FINRA Market Transparency Trade Reporting Facilities", + "Teams working in FINRA member firms and service bureaus" + ], + "when_to_use": [ + "A FINRA Market Transparency Trade Reporting Facilities question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FINRA Market Transparency Trade Reporting Facilities and draft trade-reporting facility readiness brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with FINRA \u2014 Filing Reporting / Market Transparency Reporting, then confirm that the reference is current and applicable. Inspect FINRA Market Transparency Trade Reporting Facilities overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "FINRA Market Transparency Trade Reporting Facilities overview", + "description": "Scope, evidence, and authority boundaries for FINRA Market Transparency Trade Reporting Facilities.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/trade-reporting-facilities/overview.md" + }, + { + "type": "Workflow", + "title": "FINRA Market Transparency Trade Reporting Facilities source-aware workflow", + "description": "Verify-first workflow for producing a reviewable trade-reporting facility readiness brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/trade-reporting-facilities/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "trade-reporting facility readiness brief", + "description": "Review-ready template for FINRA Market Transparency Trade Reporting Facilities evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/trade-reporting-facilities/deliverables/trade-reporting-facilities-brief.md" + }, + { + "type": "Quality rubric", + "title": "FINRA Market Transparency Trade Reporting Facilities source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/trade-reporting-facilities/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "FINRA \u2014 Filing Reporting / Market Transparency Reporting", + "url": "https://www.finra.org/filing-reporting/market-transparency-reporting", + "used_for": "Legal, regulatory, standards, or agency reference for FINRA Market Transparency Trade Reporting Facilities scope and source checks." + }, + { + "label": "FINRA \u2014 Trace / Documentation", + "url": "https://www.finra.org/filing-reporting/trace/documentation", + "used_for": "Legal, regulatory, standards, or agency reference for FINRA Market Transparency Trade Reporting Facilities scope and source checks." + }, + { + "label": "FINRA \u2014 Notices / Trade Reporting Notice 20260114", + "url": "https://www.finra.org/rules-guidance/notices/trade-reporting-notice-20260114", + "used_for": "Legal, regulatory, standards, or agency reference for FINRA Market Transparency Trade Reporting Facilities scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "i-9-employment-eligibility-verification", + "title": "Form I-9 Employment Eligibility Verification", + "description": "Use current official sources and local evidence to prepare a review-ready Form I-9 verification and retention brief for Form I-9 Employment Eligibility Verification.", + "category": "compliance", + "path": "bundles/compliance/i-9-employment-eligibility-verification", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/i-9-employment-eligibility-verification", + "download_url": "https://openknowledgebank.com/downloads/i-9-employment-eligibility-verification.zip", + "tags": [ + "i", + "compliance", + "united-states" + ], + "aliases": [ + "Form I-9 Employment Eligibility Verification", + "United States" + ], + "problems_solved": [ + "Determine applicable scope and current sources for Form I-9 Employment Eligibility Verification.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable Form I-9 verification and retention brief without making an unsupported compliance claim." + ], + "industries": [ + "Employers and authorized representatives" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "Form I-9 verification and retention brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "Form I-9 Employment Eligibility Verification source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "irs-employment-tax-returns", + "funds-transfer-recordkeeping-travel-rule", + "hitech-act" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.uscis.gov/i-9", + "https://www.uscis.gov/i-9-central/form-i-9-acceptable-documents", + "https://www.uscis.gov/i-9-central/remote-examination-of-documents" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "employment", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging Form I-9 Employment Eligibility Verification questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Form I-9 Employment Eligibility Verification questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Form I-9 verification and retention brief. Start source review with uscis.gov \u2014 I 9.", + "meta_description": "Free Form I-9 Employment Eligibility Verification Markdown bundle with workflows, source references, and form I-9 verification and retention brief for use.", + "social_summary": "Form I-9 Employment Eligibility Verification: form I-9 verification and retention brief, workflows, and.", + "download_note": "10 Markdown files \u00b7 1,498 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing Form I-9 Employment Eligibility Verification", + "Teams working in Employers and authorized representatives" + ], + "when_to_use": [ + "A Form I-9 Employment Eligibility Verification question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Form I-9 Employment Eligibility Verification and draft Form I-9 verification and retention brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with uscis.gov \u2014 I 9, then confirm that the reference is current and applicable. Inspect Form I-9 Employment Eligibility Verification overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "Form I-9 Employment Eligibility Verification overview", + "description": "Scope, evidence, and authority boundaries for Form I-9 Employment Eligibility Verification.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/i-9-employment-eligibility-verification/overview.md" + }, + { + "type": "Workflow", + "title": "Form I-9 Employment Eligibility Verification source-aware workflow", + "description": "Verify-first workflow for producing a reviewable Form I-9 verification and retention brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/i-9-employment-eligibility-verification/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "Form I-9 verification and retention brief", + "description": "Review-ready template for Form I-9 Employment Eligibility Verification evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/i-9-employment-eligibility-verification/deliverables/i-9-employment-eligibility-verification-brief.md" + }, + { + "type": "Quality rubric", + "title": "Form I-9 Employment Eligibility Verification source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/i-9-employment-eligibility-verification/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "uscis.gov \u2014 I 9", + "url": "https://www.uscis.gov/i-9", + "used_for": "Legal, regulatory, standards, or agency reference for Form I-9 Employment Eligibility Verification scope and source checks." + }, + { + "label": "uscis.gov \u2014 I 9 Central / Form I 9 Acceptable Documents", + "url": "https://www.uscis.gov/i-9-central/form-i-9-acceptable-documents", + "used_for": "Legal, regulatory, standards, or agency reference for Form I-9 Employment Eligibility Verification scope and source checks." + }, + { + "label": "uscis.gov \u2014 I 9 Central / Remote Examination Of Documents", + "url": "https://www.uscis.gov/i-9-central/remote-examination-of-documents", + "used_for": "Legal, regulatory, standards, or agency reference for Form I-9 Employment Eligibility Verification scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "funds-transfer-recordkeeping-travel-rule", + "title": "Funds Transfer Recordkeeping and Travel Rule", + "description": "Use current official sources and local evidence to prepare a review-ready funds-transfer recordkeeping and travel-rule brief for Funds Transfer Recordkeeping and Travel Rule.", + "category": "compliance", + "path": "bundles/compliance/funds-transfer-recordkeeping-travel-rule", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/funds-transfer-recordkeeping-travel-rule", + "download_url": "https://openknowledgebank.com/downloads/funds-transfer-recordkeeping-travel-rule.zip", + "tags": [ + "funds", + "compliance", + "united-states" + ], + "aliases": [ + "Funds Transfer Recordkeeping and Travel Rule", + "United States" + ], + "problems_solved": [ + "Determine applicable scope and current sources for Funds Transfer Recordkeeping and Travel Rule.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable funds-transfer recordkeeping and travel-rule brief without making an unsupported compliance claim." + ], + "industries": [ + "Banks and other financial institutions handling covered transfers" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "funds-transfer recordkeeping and travel-rule brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "Funds Transfer Recordkeeping and Travel Rule source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "lending-limits", + "glba-privacy-regulation-p", + "glba-privacy-rule" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.ecfr.gov/current/title-31/subtitle-B/chapter-X/part-1010/subpart-D/section-1010.410", + "https://www.ecfr.gov/current/title-31/subtitle-B/chapter-X/part-1020/subpart-D/section-1020.410" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "financial", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging Funds Transfer Recordkeeping and Travel Rule questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Funds Transfer Recordkeeping and Travel Rule questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is funds-transfer recordkeeping and travel-rule brief.", + "meta_description": "Free Funds Transfer Recordkeeping and Travel Rule Markdown bundle with workflows, source references, and funds-transfer recordkeeping and travel-rule brief.", + "social_summary": "Funds Transfer Recordkeeping and Travel Rule: funds-transfer recordkeeping and travel-rule brief.", + "download_note": "10 Markdown files \u00b7 1,525 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing Funds Transfer Recordkeeping and Travel Rule", + "Teams working in Banks and other financial institutions handling covered transfers" + ], + "when_to_use": [ + "A Funds Transfer Recordkeeping and Travel Rule question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Funds Transfer Recordkeeping and Travel Rule and draft funds-transfer recordkeeping and travel-rule brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Subpart D / Section 1010.410, then confirm that the reference is current and applicable. Inspect Funds Transfer Recordkeeping and Travel Rule overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "Funds Transfer Recordkeeping and Travel Rule overview", + "description": "Scope, evidence, and authority boundaries for Funds Transfer Recordkeeping and Travel Rule.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/funds-transfer-recordkeeping-travel-rule/overview.md" + }, + { + "type": "Workflow", + "title": "Funds Transfer Recordkeeping and Travel Rule source-aware workflow", + "description": "Verify-first workflow for producing a reviewable funds-transfer recordkeeping and travel-rule brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/funds-transfer-recordkeeping-travel-rule/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "funds-transfer recordkeeping and travel-rule brief", + "description": "Review-ready template for Funds Transfer Recordkeeping and Travel Rule evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/funds-transfer-recordkeeping-travel-rule/deliverables/funds-transfer-recordkeeping-travel-rule-brief.md" + }, + { + "type": "Quality rubric", + "title": "Funds Transfer Recordkeeping and Travel Rule source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/funds-transfer-recordkeeping-travel-rule/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "Electronic Code of Federal Regulations \u2014 Subpart D / Section 1010.410", + "url": "https://www.ecfr.gov/current/title-31/subtitle-B/chapter-X/part-1010/subpart-D/section-1010.410", + "used_for": "Legal, regulatory, standards, or agency reference for Funds Transfer Recordkeeping and Travel Rule scope and source checks." + }, + { + "label": "Electronic Code of Federal Regulations \u2014 Subpart D / Section 1020.410", + "url": "https://www.ecfr.gov/current/title-31/subtitle-B/chapter-X/part-1020/subpart-D/section-1020.410", + "used_for": "Legal, regulatory, standards, or agency reference for Funds Transfer Recordkeeping and Travel Rule scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "fwa-gangmaster-licensing", + "title": "Fair Work Agency Gangmaster Licensing", + "description": "Use current official sources and local evidence to prepare a review-ready gangmaster licence applicability and maintenance brief for Fair Work Agency Gangmaster Licensing.", + "category": "compliance", + "path": "bundles/compliance/fwa-gangmaster-licensing", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/fwa-gangmaster-licensing", + "download_url": "https://openknowledgebank.com/downloads/fwa-gangmaster-licensing.zip", + "tags": [ + "fwa", + "compliance", + "united-kingdom" + ], + "aliases": [ + "Fair Work Agency Gangmaster Licensing", + "United Kingdom" + ], + "problems_solved": [ + "Determine applicable scope and current sources for Fair Work Agency Gangmaster Licensing.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable gangmaster licence applicability and maintenance brief without making an unsupported compliance claim." + ], + "industries": [ + "Labour providers and labour users in regulated sectors" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "gangmaster licence applicability and maintenance brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "Fair Work Agency Gangmaster Licensing source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "fwa-enforcement-powers", + "funds-transfer-recordkeeping-travel-rule", + "heightened-standards-large-banks" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.gov.uk/government/collections/requirements-for-getting-and-maintaining-a-gangmasters-licence", + "https://www.gov.uk/guidance/the-fair-work-agency-licensing-standards-for-gangmasters", + "https://www.gov.uk/guidance/detailed-guidance-on-who-needs-a-gangmasters-licence" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "employment", + "safety", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging Fair Work Agency Gangmaster Licensing questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Fair Work Agency Gangmaster Licensing questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is gangmaster licence applicability and maintenance brief.", + "meta_description": "Free Fair Work Agency Gangmaster Licensing Markdown bundle with workflows, source references, and gangmaster licence applicability and maintenance brief.", + "social_summary": "Fair Work Agency Gangmaster Licensing: gangmaster licence applicability and maintenance brief.", + "download_note": "10 Markdown files \u00b7 1,502 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing Fair Work Agency Gangmaster Licensing", + "Teams working in Labour providers and labour users in regulated sectors" + ], + "when_to_use": [ + "A Fair Work Agency Gangmaster Licensing question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Fair Work Agency Gangmaster Licensing and draft gangmaster licence applicability and maintenance brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with GOV.UK \u2014 Collections / Requirements For Getting And Maintaining A Gangmasters Licence, then confirm that the reference is current and applicable. Inspect Fair Work Agency Gangmaster Licensing overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "Fair Work Agency Gangmaster Licensing overview", + "description": "Scope, evidence, and authority boundaries for Fair Work Agency Gangmaster Licensing.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fwa-gangmaster-licensing/overview.md" + }, + { + "type": "Workflow", + "title": "Fair Work Agency Gangmaster Licensing source-aware workflow", + "description": "Verify-first workflow for producing a reviewable gangmaster licence applicability and maintenance brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fwa-gangmaster-licensing/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "gangmaster licence applicability and maintenance brief", + "description": "Review-ready template for Fair Work Agency Gangmaster Licensing evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fwa-gangmaster-licensing/deliverables/fwa-gangmaster-licensing-brief.md" + }, + { + "type": "Quality rubric", + "title": "Fair Work Agency Gangmaster Licensing source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/fwa-gangmaster-licensing/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "GOV.UK \u2014 Collections / Requirements For Getting And Maintaining A Gangmasters Licence", + "url": "https://www.gov.uk/government/collections/requirements-for-getting-and-maintaining-a-gangmasters-licence", + "used_for": "Legal, regulatory, standards, or agency reference for Fair Work Agency Gangmaster Licensing scope and source checks." + }, + { + "label": "GOV.UK \u2014 Guidance / The Fair Work Agency Licensing Standards For Gangmasters", + "url": "https://www.gov.uk/guidance/the-fair-work-agency-licensing-standards-for-gangmasters", + "used_for": "Legal, regulatory, standards, or agency reference for Fair Work Agency Gangmaster Licensing scope and source checks." + }, + { + "label": "GOV.UK \u2014 Guidance / Detailed Guidance On Who Needs A Gangmasters Licence", + "url": "https://www.gov.uk/guidance/detailed-guidance-on-who-needs-a-gangmasters-licence", + "used_for": "Legal, regulatory, standards, or agency reference for Fair Work Agency Gangmaster Licensing scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "glba-privacy-regulation-p", + "title": "GLBA Privacy Regulation P", + "description": "Use current official sources and local evidence to prepare a review-ready Regulation P privacy-notice and sharing brief for GLBA Privacy Regulation P.", + "category": "compliance", + "path": "bundles/compliance/glba-privacy-regulation-p", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/glba-privacy-regulation-p", + "download_url": "https://openknowledgebank.com/downloads/glba-privacy-regulation-p.zip", + "tags": [ + "glba", + "compliance", + "united-states" + ], + "aliases": [ + "GLBA Privacy Regulation P", + "United States" + ], + "problems_solved": [ + "Determine applicable scope and current sources for GLBA Privacy Regulation P.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable Regulation P privacy-notice and sharing brief without making an unsupported compliance claim." + ], + "industries": [ + "Financial institutions subject to CFPB Regulation P" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "Regulation P privacy-notice and sharing brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "GLBA Privacy Regulation P source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "glba-privacy-rule", + "funds-transfer-recordkeeping-travel-rule", + "sec-executive-compensation-disclosure" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.consumerfinance.gov/rules-policy/regulations/1016/", + "https://www.consumerfinance.gov/compliance/compliance-resources/other-applicable-requirements/privacy-notices/" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "financial", + "privacy", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging GLBA Privacy Regulation P questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope GLBA Privacy Regulation P questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Regulation P privacy-notice and sharing brief. Start source review with consumerfinance.gov \u2014 Regulations / 1016.", + "meta_description": "Free GLBA Privacy Regulation P Markdown bundle with workflows, source references, and regulation P privacy-notice and sharing brief for use with AI.", + "social_summary": "GLBA Privacy Regulation P: regulation P privacy-notice and sharing brief, workflows, and review guidance", + "download_note": "10 Markdown files \u00b7 1,481 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing GLBA Privacy Regulation P", + "Teams working in Financial institutions subject to CFPB Regulation P" + ], + "when_to_use": [ + "A GLBA Privacy Regulation P question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess GLBA Privacy Regulation P and draft Regulation P privacy-notice and sharing brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with consumerfinance.gov \u2014 Regulations / 1016, then confirm that the reference is current and applicable. Inspect GLBA Privacy Regulation P overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "GLBA Privacy Regulation P overview", + "description": "Scope, evidence, and authority boundaries for GLBA Privacy Regulation P.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/glba-privacy-regulation-p/overview.md" + }, + { + "type": "Workflow", + "title": "GLBA Privacy Regulation P source-aware workflow", + "description": "Verify-first workflow for producing a reviewable Regulation P privacy-notice and sharing brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/glba-privacy-regulation-p/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "Regulation P privacy-notice and sharing brief", + "description": "Review-ready template for GLBA Privacy Regulation P evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/glba-privacy-regulation-p/deliverables/glba-privacy-regulation-p-brief.md" + }, + { + "type": "Quality rubric", + "title": "GLBA Privacy Regulation P source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/glba-privacy-regulation-p/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "consumerfinance.gov \u2014 Regulations / 1016", + "url": "https://www.consumerfinance.gov/rules-policy/regulations/1016/", + "used_for": "Legal, regulatory, standards, or agency reference for GLBA Privacy Regulation P scope and source checks." + }, + { + "label": "consumerfinance.gov \u2014 Other Applicable Requirements / Privacy Notices", + "url": "https://www.consumerfinance.gov/compliance/compliance-resources/other-applicable-requirements/privacy-notices/", + "used_for": "Legal, regulatory, standards, or agency reference for GLBA Privacy Regulation P scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "glba-privacy-rule", + "title": "FTC GLBA Financial Privacy Rule", + "description": "Use current official sources and local evidence to prepare a review-ready FTC financial-privacy rule applicability brief for FTC GLBA Financial Privacy Rule.", + "category": "compliance", + "path": "bundles/compliance/glba-privacy-rule", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/glba-privacy-rule", + "download_url": "https://openknowledgebank.com/downloads/glba-privacy-rule.zip", + "tags": [ + "glba", + "compliance", + "united-states" + ], + "aliases": [ + "FTC GLBA Financial Privacy Rule", + "United States" + ], + "problems_solved": [ + "Determine applicable scope and current sources for FTC GLBA Financial Privacy Rule.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable FTC financial-privacy rule applicability brief without making an unsupported compliance claim." + ], + "industries": [ + "Nonbank financial institutions within FTC jurisdiction" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "FTC financial-privacy rule applicability brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "FTC GLBA Financial Privacy Rule source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "glba-privacy-regulation-p", + "funds-transfer-recordkeeping-travel-rule", + "heightened-standards-large-banks" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.ftc.gov/legal-library/browse/rules/financial-privacy-rule", + "https://www.ecfr.gov/current/title-16/chapter-I/subchapter-C/part-313" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "financial", + "privacy", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging FTC GLBA Financial Privacy Rule questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope FTC GLBA Financial Privacy Rule questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is FTC financial-privacy rule applicability brief. Start source review with U.S. Federal Trade Commission \u2014 Rules / Financial Privacy Rule.", + "meta_description": "Free FTC GLBA Financial Privacy Rule Markdown bundle with workflows, source references, and fTC financial-privacy rule applicability brief for use with AI.", + "social_summary": "FTC GLBA Financial Privacy Rule: fTC financial-privacy rule applicability brief, workflows, and review.", + "download_note": "10 Markdown files \u00b7 1,496 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing FTC GLBA Financial Privacy Rule", + "Teams working in Nonbank financial institutions within FTC jurisdiction" + ], + "when_to_use": [ + "A FTC GLBA Financial Privacy Rule question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess FTC GLBA Financial Privacy Rule and draft FTC financial-privacy rule applicability brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with U.S. Federal Trade Commission \u2014 Rules / Financial Privacy Rule, then confirm that the reference is current and applicable. Inspect FTC GLBA Financial Privacy Rule overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "FTC GLBA Financial Privacy Rule overview", + "description": "Scope, evidence, and authority boundaries for FTC GLBA Financial Privacy Rule.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/glba-privacy-rule/overview.md" + }, + { + "type": "Workflow", + "title": "FTC GLBA Financial Privacy Rule source-aware workflow", + "description": "Verify-first workflow for producing a reviewable FTC financial-privacy rule applicability brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/glba-privacy-rule/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "FTC financial-privacy rule applicability brief", + "description": "Review-ready template for FTC GLBA Financial Privacy Rule evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/glba-privacy-rule/deliverables/glba-privacy-rule-brief.md" + }, + { + "type": "Quality rubric", + "title": "FTC GLBA Financial Privacy Rule source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/glba-privacy-rule/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "U.S. Federal Trade Commission \u2014 Rules / Financial Privacy Rule", + "url": "https://www.ftc.gov/legal-library/browse/rules/financial-privacy-rule", + "used_for": "Legal, regulatory, standards, or agency reference for FTC GLBA Financial Privacy Rule scope and source checks." + }, + { + "label": "Electronic Code of Federal Regulations \u2014 Subchapter C / Part 313", + "url": "https://www.ecfr.gov/current/title-16/chapter-I/subchapter-C/part-313", + "used_for": "Legal, regulatory, standards, or agency reference for FTC GLBA Financial Privacy Rule scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "heightened-standards-large-banks", + "title": "OCC Heightened Standards for Large Banks", + "description": "Use current official sources and local evidence to prepare a review-ready heightened-standards applicability and governance brief for OCC Heightened Standards for Large Banks.", + "category": "compliance", + "path": "bundles/compliance/heightened-standards-large-banks", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/heightened-standards-large-banks", + "download_url": "https://openknowledgebank.com/downloads/heightened-standards-large-banks.zip", + "tags": [ + "heightened", + "compliance", + "united-states" + ], + "aliases": [ + "OCC Heightened Standards for Large Banks", + "United States" + ], + "problems_solved": [ + "Determine applicable scope and current sources for OCC Heightened Standards for Large Banks.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable heightened-standards applicability and governance brief without making an unsupported compliance claim." + ], + "industries": [ + "OCC-regulated covered banks" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "heightened-standards applicability and governance brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "OCC Heightened Standards for Large Banks source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "funds-transfer-recordkeeping-travel-rule", + "lending-limits", + "hitech-act" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.ecfr.gov/current/title-12/chapter-I/part-30/appendix-Appendix%20D%20to%20Part%2030", + "https://www.occ.treas.gov/publications-and-resources/publications/comptrollers-handbook/files/corporate-risk-governance/pub-ch-corporate-risk.pdf" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; 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The page previews an overview, a workflow, a template, and a quality rubric; the intended output is heightened-standards applicability and governance brief.", + "meta_description": "Free OCC Heightened Standards for Large Banks Markdown bundle with workflows, source references, and heightened-standards applicability and governance.", + "social_summary": "OCC Heightened Standards for Large Banks: heightened-standards applicability and governance brief.", + "download_note": "10 Markdown files \u00b7 1,516 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing OCC Heightened Standards for Large Banks", + "Teams working in OCC-regulated covered banks" + ], + "when_to_use": [ + "A OCC Heightened Standards for Large Banks question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. 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The page previews an overview, a workflow, a template, and a quality rubric; the intended output is HITECH applicability and evidence brief. Start source review with U.S.", + "meta_description": "Free HITECH Act Privacy, Security, Breach, and Enforcement Provisions Markdown bundle with workflows, source references, and hITECH applicability and.", + "social_summary": "HITECH Act Privacy, Security, Breach, and Enforcement Provisions: hITECH applicability and evidence.", + "download_note": "10 Markdown files \u00b7 1,584 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing HITECH Act Privacy, Security, Breach, and Enforcement Provisions", + "Teams working in HIPAA covered entities, business associates, and relevant health-technology organizations" + ], + "when_to_use": [ + "A HITECH Act Privacy, Security, Breach, and Enforcement Provisions question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. 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quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "hmda-regulation-c", + "title": "HMDA Reporting under Regulation C", + "description": "Use current official sources and local evidence to prepare a review-ready HMDA applicability, data, and filing brief for HMDA Reporting under Regulation C.", + "category": "compliance", + "path": "bundles/compliance/hmda-regulation-c", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/hmda-regulation-c", + "download_url": "https://openknowledgebank.com/downloads/hmda-regulation-c.zip", + "tags": [ + "hmda", + "compliance", + "united-states" + ], + "aliases": [ + "HMDA Reporting under Regulation C", + "United States" + ], + "problems_solved": [ + "Determine applicable scope and current sources for HMDA Reporting under Regulation C.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable HMDA applicability, data, and filing brief without making an unsupported compliance claim." + ], + "industries": [ + "Banks, credit unions, and mortgage lenders" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "HMDA applicability, data, and filing brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "HMDA Reporting under Regulation C source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "funds-transfer-recordkeeping-travel-rule", + "information-security-standards-glba", + "lending-limits" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.consumerfinance.gov/rules-policy/regulations/1003/", + "https://www.consumerfinance.gov/rules-policy/final-rules/home-mortgage-disclosure-regulation-c-adjustment-asset-size-exemption-threshold/", + "https://ffiec.cfpb.gov/" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; 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run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "financial", + "privacy", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging HMDA Reporting under Regulation C questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope HMDA Reporting under Regulation C questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is HMDA applicability, data, and filing brief. Start source review with consumerfinance.gov \u2014 Regulations / 1003.", + "meta_description": "Free HMDA Reporting under Regulation C Markdown bundle with workflows, source references, and hMDA applicability, data, and filing brief for use with AI.", + "social_summary": "HMDA Reporting under Regulation C: hMDA applicability, data, and filing brief, workflows, and review.", + "download_note": "10 Markdown files \u00b7 1,507 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing HMDA Reporting under Regulation C", + "Teams working in Banks, credit unions, and mortgage lenders" + ], + "when_to_use": [ + "A HMDA Reporting under Regulation C question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. 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Inspect HMDA Reporting under Regulation C overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "HMDA Reporting under Regulation C overview", + "description": "Scope, evidence, and authority boundaries for HMDA Reporting under Regulation C.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/hmda-regulation-c/overview.md" + }, + { + "type": "Workflow", + "title": "HMDA Reporting under Regulation C source-aware workflow", + "description": "Verify-first workflow for producing a reviewable HMDA applicability, data, and filing brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/hmda-regulation-c/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "HMDA applicability, data, and filing brief", + "description": "Review-ready template for HMDA Reporting under Regulation C evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/hmda-regulation-c/deliverables/hmda-regulation-c-brief.md" + }, + { + "type": "Quality rubric", + "title": "HMDA Reporting under Regulation C source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/hmda-regulation-c/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "consumerfinance.gov \u2014 Regulations / 1003", + "url": "https://www.consumerfinance.gov/rules-policy/regulations/1003/", + "used_for": "Legal, regulatory, standards, or agency reference for HMDA Reporting under Regulation C scope and source checks." + }, + { + "label": "consumerfinance.gov \u2014 Final Rules / Home Mortgage Disclosure Regulation C Adjustment Asset Size Exemption Threshold", + "url": "https://www.consumerfinance.gov/rules-policy/final-rules/home-mortgage-disclosure-regulation-c-adjustment-asset-size-exemption-threshold/", + "used_for": "Legal, regulatory, standards, or agency reference for HMDA Reporting under Regulation C scope and source checks." + }, + { + "label": "ffiec.cfpb.gov", + "url": "https://ffiec.cfpb.gov/", + "used_for": "Legal, regulatory, standards, or agency reference for HMDA Reporting under Regulation C scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "incoterms", + "title": "ICC Incoterms 2020", + "description": "Use current official sources and local evidence to prepare a review-ready Incoterms selection and contract-integration brief for ICC Incoterms 2020.", + "category": "compliance", + "path": "bundles/compliance/incoterms", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/incoterms", + "download_url": "https://openknowledgebank.com/downloads/incoterms.zip", + "tags": [ + "incoterms", + "compliance", + "international" + ], + "aliases": [ + "ICC Incoterms 2020", + "International" + ], + "problems_solved": [ + "Determine applicable scope and current sources for ICC Incoterms 2020.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable Incoterms selection and contract-integration brief without making an unsupported compliance claim." + ], + "industries": [ + "Parties to sale-of-goods contracts and logistics providers" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "Incoterms selection and contract-integration brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "ICC Incoterms 2020 source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "fwa-enforcement-powers", + "fwa-gangmaster-licensing", + "funds-transfer-recordkeeping-travel-rule" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://iccwbo.org/business-solutions/incoterms-rules/incoterms-2020/", + "https://iccwbo.org/news-publications/news/icc-releases-incoterms-2020/" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging ICC Incoterms 2020 questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope ICC Incoterms 2020 questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Incoterms selection and contract-integration brief. Start source review with iccwbo.org \u2014 Incoterms Rules / Incoterms 2020.", + "meta_description": "Free ICC Incoterms 2020 Markdown bundle with workflows, source references, and incoterms selection and contract-integration brief for use with AI.", + "social_summary": "ICC Incoterms 2020: incoterms selection and contract-integration brief, workflows, and review guidance", + "download_note": "10 Markdown files \u00b7 1,444 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing ICC Incoterms 2020", + "Teams working in Parties to sale-of-goods contracts and logistics providers" + ], + "when_to_use": [ + "A ICC Incoterms 2020 question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. 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Inspect ICC Incoterms 2020 overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "ICC Incoterms 2020 overview", + "description": "Scope, evidence, and authority boundaries for ICC Incoterms 2020.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/incoterms/overview.md" + }, + { + "type": "Workflow", + "title": "ICC Incoterms 2020 source-aware workflow", + "description": "Verify-first workflow for producing a reviewable Incoterms selection and contract-integration brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/incoterms/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "Incoterms selection and contract-integration brief", + "description": "Review-ready template for ICC Incoterms 2020 evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/incoterms/deliverables/incoterms-brief.md" + }, + { + "type": "Quality rubric", + "title": "ICC Incoterms 2020 source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/incoterms/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "iccwbo.org \u2014 Incoterms Rules / Incoterms 2020", + "url": "https://iccwbo.org/business-solutions/incoterms-rules/incoterms-2020/", + "used_for": "Legal, regulatory, standards, or agency reference for ICC Incoterms 2020 scope and source checks." + }, + { + "label": "iccwbo.org \u2014 News / Icc Releases Incoterms 2020", + "url": "https://iccwbo.org/news-publications/news/icc-releases-incoterms-2020/", + "used_for": "Legal, regulatory, standards, or agency reference for ICC Incoterms 2020 scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "irs-1099-information-returns", + "title": "IRS Form 1099 Reportable Payments", + "description": "Use current official sources and local evidence to prepare a review-ready 1099 payment classification and filing brief for IRS Form 1099 Reportable Payments.", + "category": "compliance", + "path": "bundles/compliance/irs-1099-information-returns", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/irs-1099-information-returns", + "download_url": "https://openknowledgebank.com/downloads/irs-1099-information-returns.zip", + "tags": [ + "irs", + "compliance", + "united-states" + ], + "aliases": [ + "IRS Form 1099 Reportable Payments", + "United States" + ], + "problems_solved": [ + "Determine applicable scope and current sources for IRS Form 1099 Reportable Payments.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable 1099 payment classification and filing brief without making an unsupported compliance claim." + ], + "industries": [ + "Organizations making potentially reportable payments" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "1099 payment classification and filing brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "IRS Form 1099 Reportable Payments source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "irs-501r-charitable-hospitals", + "irs-information-return-reporting", + "irs-employer-tax-registration-filing" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.irs.gov/publications/p1099", + "https://www.irs.gov/businesses/small-businesses-self-employed/am-i-required-to-file-a-form-1099-or-other-information-return", + "https://www.irs.gov/filing/e-file-information-returns-with-iris" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "tax", + "financial", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging IRS Form 1099 Reportable Payments questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope IRS Form 1099 Reportable Payments questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is 1099 payment classification and filing brief. Start source review with irs.gov \u2014 Publications / P1099.", + "meta_description": "Free IRS Form 1099 Reportable Payments Markdown bundle with workflows, source references, and 1099 payment classification and filing brief for use with AI.", + "social_summary": "IRS Form 1099 Reportable Payments: 1099 payment classification and filing brief, workflows, and review.", + "download_note": "10 Markdown files \u00b7 1,502 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing IRS Form 1099 Reportable Payments", + "Teams working in Organizations making potentially reportable payments" + ], + "when_to_use": [ + "A IRS Form 1099 Reportable Payments question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess IRS Form 1099 Reportable Payments and draft 1099 payment classification and filing brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with irs.gov \u2014 Publications / P1099, then confirm that the reference is current and applicable. Inspect IRS Form 1099 Reportable Payments overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "IRS Form 1099 Reportable Payments overview", + "description": "Scope, evidence, and authority boundaries for IRS Form 1099 Reportable Payments.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-1099-information-returns/overview.md" + }, + { + "type": "Workflow", + "title": "IRS Form 1099 Reportable Payments source-aware workflow", + "description": "Verify-first workflow for producing a reviewable 1099 payment classification and filing brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-1099-information-returns/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "1099 payment classification and filing brief", + "description": "Review-ready template for IRS Form 1099 Reportable Payments evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-1099-information-returns/deliverables/irs-1099-information-returns-brief.md" + }, + { + "type": "Quality rubric", + "title": "IRS Form 1099 Reportable Payments source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-1099-information-returns/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "irs.gov \u2014 Publications / P1099", + "url": "https://www.irs.gov/publications/p1099", + "used_for": "Legal, regulatory, standards, or agency reference for IRS Form 1099 Reportable Payments scope and source checks." + }, + { + "label": "irs.gov \u2014 Small Businesses Self Employed / Am I Required To File A Form 1099 Or Other Information Return", + "url": "https://www.irs.gov/businesses/small-businesses-self-employed/am-i-required-to-file-a-form-1099-or-other-information-return", + "used_for": "Legal, regulatory, standards, or agency reference for IRS Form 1099 Reportable Payments scope and source checks." + }, + { + "label": "irs.gov \u2014 Filing / E File Information Returns With Iris", + "url": "https://www.irs.gov/filing/e-file-information-returns-with-iris", + "used_for": "Legal, regulatory, standards, or agency reference for IRS Form 1099 Reportable Payments scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "information-security-standards-glba", + "title": "OCC Interagency Information Security Standards", + "description": "Use current official sources and local evidence to prepare a review-ready GLBA information-security program assessment for OCC Interagency Information Security Standards.", + "category": "compliance", + "path": "bundles/compliance/information-security-standards-glba", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/information-security-standards-glba", + "download_url": "https://openknowledgebank.com/downloads/information-security-standards-glba.zip", + "tags": [ + "information", + "compliance", + "united-states" + ], + "aliases": [ + "OCC Interagency Information Security Standards", + "United States" + ], + "problems_solved": [ + "Determine applicable scope and current sources for OCC Interagency Information Security Standards.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable GLBA information-security program assessment without making an unsupported compliance claim." + ], + "industries": [ + "National banks and federal savings associations" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "GLBA information-security program assessment" + ], + "commands": [], + "skills": [], + "evaluations": [ + "OCC Interagency Information Security Standards source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "lending-limits", + "funds-transfer-recordkeeping-travel-rule", + "hmda-regulation-c" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.ecfr.gov/current/title-12/chapter-I/part-30/appendix-Appendix%20B%20to%20Part%2030", + "https://www.occ.treas.gov/publications-and-resources/publications/cybersecurity-and-financial-system-resilience/files/pub-2024-cybersecurity-report.pdf" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; 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The page previews an overview, a workflow, a template, and a quality rubric; the intended output is GLBA information-security program assessment.", + "meta_description": "Free OCC Interagency Information Security Standards Markdown bundle with workflows, source references, and gLBA information-security program assessment for.", + "social_summary": "OCC Interagency Information Security Standards: gLBA information-security program assessment, workflows.", + "download_note": "10 Markdown files \u00b7 1,492 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing OCC Interagency Information Security Standards", + "Teams working in National banks and federal savings associations" + ], + "when_to_use": [ + "A OCC Interagency Information Security Standards question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess OCC Interagency Information Security Standards and draft GLBA information-security program assessment that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Part 30 / Appendix Appendix B To Part 30, then confirm that the reference is current and applicable. Inspect OCC Interagency Information Security Standards overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "OCC Interagency Information Security Standards overview", + "description": "Scope, evidence, and authority boundaries for OCC Interagency Information Security Standards.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/information-security-standards-glba/overview.md" + }, + { + "type": "Workflow", + "title": "OCC Interagency Information Security Standards source-aware workflow", + "description": "Verify-first workflow for producing a reviewable GLBA information-security program assessment.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/information-security-standards-glba/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "GLBA information-security program assessment", + "description": "Review-ready template for OCC Interagency Information Security Standards evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/information-security-standards-glba/deliverables/information-security-standards-glba-brief.md" + }, + { + "type": "Quality rubric", + "title": "OCC Interagency Information Security Standards source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/information-security-standards-glba/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "Electronic Code of Federal Regulations \u2014 Part 30 / Appendix Appendix B To Part 30", + "url": "https://www.ecfr.gov/current/title-12/chapter-I/part-30/appendix-Appendix%20B%20to%20Part%2030", + "used_for": "Legal, regulatory, standards, or agency reference for OCC Interagency Information Security Standards scope and source checks." + }, + { + "label": "occ.treas.gov \u2014 Files / Pub 2024 Cybersecurity Report", + "url": "https://www.occ.treas.gov/publications-and-resources/publications/cybersecurity-and-financial-system-resilience/files/pub-2024-cybersecurity-report.pdf", + "used_for": "Legal, regulatory, standards, or agency reference for OCC Interagency Information Security Standards scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "lgpd-international-data-transfer-scc", + "title": "LGPD International Data Transfers and ANPD SCCs", + "description": "Use current official sources and local evidence to prepare a review-ready international-transfer mechanism and SCC brief for LGPD International Data Transfers and ANPD SCCs.", + "category": "compliance", + "path": "bundles/compliance/lgpd-international-data-transfer-scc", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/lgpd-international-data-transfer-scc", + "download_url": "https://openknowledgebank.com/downloads/lgpd-international-data-transfer-scc.zip", + "tags": [ + "lgpd", + "compliance", + "brazil" + ], + "aliases": [ + "LGPD International Data Transfers and ANPD SCCs", + "Brazil" + ], + "problems_solved": [ + "Determine applicable scope and current sources for LGPD International Data Transfers and ANPD SCCs.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable international-transfer mechanism and SCC brief without making an unsupported compliance claim." + ], + "industries": [ + "Controllers and processors transferring personal data internationally" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "international-transfer mechanism and SCC brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "LGPD International Data Transfers and ANPD SCCs source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "lgpd-lawful-basis-for-processing", + "multistate-privacy-common-provisions", + "funds-transfer-recordkeeping-travel-rule" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.gov.br/anpd/pt-br/assuntos/assuntos-internacionais/transferencia-internacional-de-dados", + "https://www.gov.br/anpd/pt-br/acesso-a-informacao/institucional/atos-normativos/regulamentacoes_anpd/resolucao-cd-anpd-no-19-de-23-de-agosto-de-2024" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "privacy", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging LGPD International Data Transfers and ANPD SCCs questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope LGPD International Data Transfers and ANPD SCCs questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is international-transfer mechanism and SCC brief.", + "meta_description": "Free LGPD International Data Transfers and ANPD SCCs Markdown bundle with workflows, source references, and international-transfer mechanism and SCC brief.", + "social_summary": "LGPD International Data Transfers and ANPD SCCs: international-transfer mechanism and SCC brief.", + "download_note": "10 Markdown files \u00b7 1,563 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing LGPD International Data Transfers and ANPD SCCs", + "Teams working in Controllers and processors transferring personal data internationally" + ], + "when_to_use": [ + "A LGPD International Data Transfers and ANPD SCCs question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess LGPD International Data Transfers and ANPD SCCs and draft international-transfer mechanism and SCC brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with gov.br \u2014 Assuntos Internacionais / Transferencia Internacional De Dados, then confirm that the reference is current and applicable. Inspect LGPD International Data Transfers and ANPD SCCs overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "LGPD International Data Transfers and ANPD SCCs overview", + "description": "Scope, evidence, and authority boundaries for LGPD International Data Transfers and ANPD SCCs.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/lgpd-international-data-transfer-scc/overview.md" + }, + { + "type": "Workflow", + "title": "LGPD International Data Transfers and ANPD SCCs source-aware workflow", + "description": "Verify-first workflow for producing a reviewable international-transfer mechanism and SCC brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/lgpd-international-data-transfer-scc/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "international-transfer mechanism and SCC brief", + "description": "Review-ready template for LGPD International Data Transfers and ANPD SCCs evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/lgpd-international-data-transfer-scc/deliverables/lgpd-international-data-transfer-scc-brief.md" + }, + { + "type": "Quality rubric", + "title": "LGPD International Data Transfers and ANPD SCCs source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/lgpd-international-data-transfer-scc/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "gov.br \u2014 Assuntos Internacionais / Transferencia Internacional De Dados", + "url": "https://www.gov.br/anpd/pt-br/assuntos/assuntos-internacionais/transferencia-internacional-de-dados", + "used_for": "Legal, regulatory, standards, or agency reference for LGPD International Data Transfers and ANPD SCCs scope and source checks." + }, + { + "label": "gov.br \u2014 Regulamentacoes Anpd / Resolucao Cd Anpd No 19 De 23 De Agosto De 2024", + "url": "https://www.gov.br/anpd/pt-br/acesso-a-informacao/institucional/atos-normativos/regulamentacoes_anpd/resolucao-cd-anpd-no-19-de-23-de-agosto-de-2024", + "used_for": "Legal, regulatory, standards, or agency reference for LGPD International Data Transfers and ANPD SCCs scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "irs-501r-charitable-hospitals", + "title": "IRC Section 501(r) Charitable Hospital Requirements", + "description": "Use current official sources and local evidence to prepare a review-ready Section 501(r) hospital compliance brief for IRC Section 501(r) Charitable Hospital Requirements.", + "category": "compliance", + "path": "bundles/compliance/irs-501r-charitable-hospitals", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/irs-501r-charitable-hospitals", + "download_url": "https://openknowledgebank.com/downloads/irs-501r-charitable-hospitals.zip", + "tags": [ + "irs", + "compliance", + "united-states" + ], + "aliases": [ + "IRC Section 501(r) Charitable Hospital Requirements", + "United States" + ], + "problems_solved": [ + "Determine applicable scope and current sources for IRC Section 501(r) Charitable Hospital Requirements.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable Section 501(r) hospital compliance brief without making an unsupported compliance claim." + ], + "industries": [ + "501(c)(3) hospital organizations" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "Section 501(r) hospital compliance brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "IRC Section 501(r) Charitable Hospital Requirements source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "irs-1099-information-returns", + "irs-information-return-reporting", + "irs-employer-tax-registration-filing" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.irs.gov/charities-non-profits/charitable-organizations/requirements-for-501c3-hospitals-under-the-affordable-care-act-section-501r", + "https://www.irs.gov/charities-non-profits/financial-assistance-policies-faps" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "medical", + "tax", + "financial", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging IRC Section 501(r) Charitable Hospital Requirements questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope IRC Section 501(r) Charitable Hospital Requirements questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Section 501(r) hospital compliance brief.", + "meta_description": "Free IRC Section 501(r) Charitable Hospital Requirements Markdown bundle with workflows, source references, and section 501(r) hospital compliance brief.", + "social_summary": "IRC Section 501(r) Charitable Hospital Requirements: section 501(r) hospital compliance brief.", + "download_note": "10 Markdown files \u00b7 1,551 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing IRC Section 501(r) Charitable Hospital Requirements", + "Teams working in 501(c)(3) hospital organizations" + ], + "when_to_use": [ + "A IRC Section 501(r) Charitable Hospital Requirements question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess IRC Section 501(r) Charitable Hospital Requirements and draft Section 501(r) hospital compliance brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with irs.gov \u2014 Charitable Organizations / Requirements For 501c3 Hospitals Under The Affordable Care Act Section 501r, then confirm that the reference is current and applicable. Inspect IRC Section 501(r) Charitable Hospital Requirements overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "IRC Section 501(r) Charitable Hospital Requirements overview", + "description": "Scope, evidence, and authority boundaries for IRC Section 501(r) Charitable Hospital Requirements.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-501r-charitable-hospitals/overview.md" + }, + { + "type": "Workflow", + "title": "IRC Section 501(r) Charitable Hospital Requirements source-aware workflow", + "description": "Verify-first workflow for producing a reviewable Section 501(r) hospital compliance brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-501r-charitable-hospitals/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "Section 501(r) hospital compliance brief", + "description": "Review-ready template for IRC Section 501(r) Charitable Hospital Requirements evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-501r-charitable-hospitals/deliverables/irs-501r-charitable-hospitals-brief.md" + }, + { + "type": "Quality rubric", + "title": "IRC Section 501(r) Charitable Hospital Requirements source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-501r-charitable-hospitals/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "irs.gov \u2014 Charitable Organizations / Requirements For 501c3 Hospitals Under The Affordable Care Act Section 501r", + "url": "https://www.irs.gov/charities-non-profits/charitable-organizations/requirements-for-501c3-hospitals-under-the-affordable-care-act-section-501r", + "used_for": "Legal, regulatory, standards, or agency reference for IRC Section 501(r) Charitable Hospital Requirements scope and source checks." + }, + { + "label": "irs.gov \u2014 Charities Non Profits / Financial Assistance Policies Faps", + "url": "https://www.irs.gov/charities-non-profits/financial-assistance-policies-faps", + "used_for": "Legal, regulatory, standards, or agency reference for IRC Section 501(r) Charitable Hospital Requirements scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "irs-employer-tax-registration-filing", + "title": "IRS Employer Tax Registration, Withholding, Deposits, and Filing", + "description": "Use current official sources and local evidence to prepare a review-ready employer tax setup and compliance calendar for IRS Employer Tax Registration, Withholding, Deposits, and Filing.", + "category": "compliance", + "path": "bundles/compliance/irs-employer-tax-registration-filing", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/irs-employer-tax-registration-filing", + "download_url": "https://openknowledgebank.com/downloads/irs-employer-tax-registration-filing.zip", + "tags": [ + "irs", + "compliance", + "united-states" + ], + "aliases": [ + "IRS Employer Tax Registration, Withholding, Deposits, and Filing", + "United States" + ], + "problems_solved": [ + "Determine applicable scope and current sources for IRS Employer Tax Registration, Withholding, Deposits, and Filing.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable employer tax setup and compliance calendar without making an unsupported compliance claim." + ], + "industries": [ + "Employers" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "employer tax setup and compliance calendar" + ], + "commands": [], + "skills": [], + "evaluations": [ + "IRS Employer Tax Registration, Withholding, Deposits, and Filing source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "irs-employment-tax-returns", + "irs-1099-information-returns", + "irs-501r-charitable-hospitals" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.irs.gov/publications/p15", + "https://www.irs.gov/forms-pubs/about-publication-15", + "https://www.irs.gov/businesses/small-businesses-self-employed/employment-taxes" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "tax", + "employment", + "financial", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging IRS Employer Tax Registration, Withholding, Deposits, and Filing questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope IRS Employer Tax Registration, Withholding, Deposits, and Filing questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is employer tax setup and compliance calendar. Start source review with irs.gov \u2014 Publications / P15.", + "meta_description": "Free IRS Employer Tax Registration, Withholding, Deposits, and Filing Markdown bundle with workflows, source references, and employer tax setup and.", + "social_summary": "IRS Employer Tax Registration, Withholding, Deposits, and Filing: employer tax setup and compliance.", + "download_note": "10 Markdown files \u00b7 1,579 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing IRS Employer Tax Registration, Withholding, Deposits, and Filing", + "Teams working in Employers" + ], + "when_to_use": [ + "A IRS Employer Tax Registration, Withholding, Deposits, and Filing question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess IRS Employer Tax Registration, Withholding, Deposits, and Filing and draft employer tax setup and compliance calendar that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with irs.gov \u2014 Publications / P15, then confirm that the reference is current and applicable. Inspect IRS Employer Tax Registration, Withholding, Deposits, and Filing overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "IRS Employer Tax Registration, Withholding, Deposits, and Filing overview", + "description": "Scope, evidence, and authority boundaries for IRS Employer Tax Registration, Withholding, Deposits, and Filing.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-employer-tax-registration-filing/overview.md" + }, + { + "type": "Workflow", + "title": "IRS Employer Tax Registration, Withholding, Deposits, and Filing source-aware workflow", + "description": "Verify-first workflow for producing a reviewable employer tax setup and compliance calendar.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-employer-tax-registration-filing/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "employer tax setup and compliance calendar", + "description": "Review-ready template for IRS Employer Tax Registration, Withholding, Deposits, and Filing evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-employer-tax-registration-filing/deliverables/irs-employer-tax-registration-filing-brief.md" + }, + { + "type": "Quality rubric", + "title": "IRS Employer Tax Registration, Withholding, Deposits, and Filing source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-employer-tax-registration-filing/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "irs.gov \u2014 Publications / P15", + "url": "https://www.irs.gov/publications/p15", + "used_for": "Legal, regulatory, standards, or agency reference for IRS Employer Tax Registration, Withholding, Deposits, and Filing scope and source checks." + }, + { + "label": "irs.gov \u2014 Forms Pubs / About Publication 15", + "url": "https://www.irs.gov/forms-pubs/about-publication-15", + "used_for": "Legal, regulatory, standards, or agency reference for IRS Employer Tax Registration, Withholding, Deposits, and Filing scope and source checks." + }, + { + "label": "irs.gov \u2014 Small Businesses Self Employed / Employment Taxes", + "url": "https://www.irs.gov/businesses/small-businesses-self-employed/employment-taxes", + "used_for": "Legal, regulatory, standards, or agency reference for IRS Employer Tax Registration, Withholding, Deposits, and Filing scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "irs-information-return-reporting", + "title": "IRS Information Return Electronic Reporting", + "description": "Use current official sources and local evidence to prepare a review-ready information-return e-filing and correction brief for IRS Information Return Electronic Reporting.", + "category": "compliance", + "path": "bundles/compliance/irs-information-return-reporting", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/irs-information-return-reporting", + "download_url": "https://openknowledgebank.com/downloads/irs-information-return-reporting.zip", + "tags": [ + "irs", + "compliance", + "united-states" + ], + "aliases": [ + "IRS Information Return Electronic Reporting", + "United States" + ], + "problems_solved": [ + "Determine applicable scope and current sources for IRS Information Return Electronic Reporting.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable information-return e-filing and correction brief without making an unsupported compliance claim." + ], + "industries": [ + "Organizations filing information returns" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "information-return e-filing and correction brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "IRS Information Return Electronic Reporting source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "irs-1099-information-returns", + "irs-501r-charitable-hospitals", + "irs-employer-tax-registration-filing" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.irs.gov/publications/p1099", + "https://www.irs.gov/filing/e-file-information-returns-with-iris", + "https://www.irs.gov/pub/irs-pdf/p1220.pdf" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "tax", + "financial", + "security", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging IRS Information Return Electronic Reporting questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope IRS Information Return Electronic Reporting questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is information-return e-filing and correction brief. Start source review with irs.gov \u2014 Publications / P1099.", + "meta_description": "Free IRS Information Return Electronic Reporting Markdown bundle with workflows, source references, and information-return e-filing and correction brief.", + "social_summary": "IRS Information Return Electronic Reporting: information-return e-filing and correction brief.", + "download_note": "10 Markdown files \u00b7 1,503 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing IRS Information Return Electronic Reporting", + "Teams working in Organizations filing information returns" + ], + "when_to_use": [ + "A IRS Information Return Electronic Reporting question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess IRS Information Return Electronic Reporting and draft information-return e-filing and correction brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with irs.gov \u2014 Publications / P1099, then confirm that the reference is current and applicable. Inspect IRS Information Return Electronic Reporting overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "IRS Information Return Electronic Reporting overview", + "description": "Scope, evidence, and authority boundaries for IRS Information Return Electronic Reporting.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-information-return-reporting/overview.md" + }, + { + "type": "Workflow", + "title": "IRS Information Return Electronic Reporting source-aware workflow", + "description": "Verify-first workflow for producing a reviewable information-return e-filing and correction brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-information-return-reporting/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "information-return e-filing and correction brief", + "description": "Review-ready template for IRS Information Return Electronic Reporting evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-information-return-reporting/deliverables/irs-information-return-reporting-brief.md" + }, + { + "type": "Quality rubric", + "title": "IRS Information Return Electronic Reporting source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-information-return-reporting/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "irs.gov \u2014 Publications / P1099", + "url": "https://www.irs.gov/publications/p1099", + "used_for": "Legal, regulatory, standards, or agency reference for IRS Information Return Electronic Reporting scope and source checks." + }, + { + "label": "irs.gov \u2014 Filing / E File Information Returns With Iris", + "url": "https://www.irs.gov/filing/e-file-information-returns-with-iris", + "used_for": "Legal, regulatory, standards, or agency reference for IRS Information Return Electronic Reporting scope and source checks." + }, + { + "label": "irs.gov \u2014 Irs Pdf / P1220", + "url": "https://www.irs.gov/pub/irs-pdf/p1220.pdf", + "used_for": "Legal, regulatory, standards, or agency reference for IRS Information Return Electronic Reporting scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "lgpd-lawful-basis-for-processing", + "title": "LGPD Lawful Bases for Processing", + "description": "Use current official sources and local evidence to prepare a review-ready LGPD lawful-basis assessment for LGPD Lawful Bases for Processing.", + "category": "compliance", + "path": "bundles/compliance/lgpd-lawful-basis-for-processing", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/lgpd-lawful-basis-for-processing", + "download_url": "https://openknowledgebank.com/downloads/lgpd-lawful-basis-for-processing.zip", + "tags": [ + "lgpd", + "compliance", + "brazil" + ], + "aliases": [ + "LGPD Lawful Bases for Processing", + "Brazil" + ], + "problems_solved": [ + "Determine applicable scope and current sources for LGPD Lawful Bases for Processing.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable LGPD lawful-basis assessment without making an unsupported compliance claim." + ], + "industries": [ + "Controllers and processors handling personal data" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "LGPD lawful-basis assessment" + ], + "commands": [], + "skills": [], + "evaluations": [ + "LGPD Lawful Bases for Processing source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "lgpd-international-data-transfer-scc", + "funds-transfer-recordkeeping-travel-rule", + "multistate-privacy-common-provisions" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.planalto.gov.br/ccivil_03/_ato2015-2018/2018/lei/l13709.htm", + "https://www.gov.br/anpd/pt-br/centrais-de-conteudo/materiais-educativos-e-publicacoes/guia_orientativo_hipoteses_legais_tratamento_de_dados_pessoais_legitimo_interesse" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "privacy", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging LGPD Lawful Bases for Processing questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope LGPD Lawful Bases for Processing questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is LGPD lawful-basis assessment. Start source review with planalto.gov.br \u2014 Lei / L13709.", + "meta_description": "Free LGPD Lawful Bases for Processing Markdown bundle with workflows, source references, and lGPD lawful-basis assessment for use with AI assistants.", + "social_summary": "LGPD Lawful Bases for Processing: lGPD lawful-basis assessment, workflows, and review guidance", + "download_note": "10 Markdown files \u00b7 1,485 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing LGPD Lawful Bases for Processing", + "Teams working in Controllers and processors handling personal data" + ], + "when_to_use": [ + "A LGPD Lawful Bases for Processing question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess LGPD Lawful Bases for Processing and draft LGPD lawful-basis assessment that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with planalto.gov.br \u2014 Lei / L13709, then confirm that the reference is current and applicable. Inspect LGPD Lawful Bases for Processing overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "LGPD Lawful Bases for Processing overview", + "description": "Scope, evidence, and authority boundaries for LGPD Lawful Bases for Processing.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/lgpd-lawful-basis-for-processing/overview.md" + }, + { + "type": "Workflow", + "title": "LGPD Lawful Bases for Processing source-aware workflow", + "description": "Verify-first workflow for producing a reviewable LGPD lawful-basis assessment.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/lgpd-lawful-basis-for-processing/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "LGPD lawful-basis assessment", + "description": "Review-ready template for LGPD Lawful Bases for Processing evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/lgpd-lawful-basis-for-processing/deliverables/lgpd-lawful-basis-for-processing-brief.md" + }, + { + "type": "Quality rubric", + "title": "LGPD Lawful Bases for Processing source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/lgpd-lawful-basis-for-processing/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "planalto.gov.br \u2014 Lei / L13709", + "url": "https://www.planalto.gov.br/ccivil_03/_ato2015-2018/2018/lei/l13709.htm", + "used_for": "Legal, regulatory, standards, or agency reference for LGPD Lawful Bases for Processing scope and source checks." + }, + { + "label": "gov.br \u2014 Materiais Educativos E Publicacoes / Guia Orientativo Hipoteses Legais Tratamento De Dados Pessoais Legitimo Interesse", + "url": "https://www.gov.br/anpd/pt-br/centrais-de-conteudo/materiais-educativos-e-publicacoes/guia_orientativo_hipoteses_legais_tratamento_de_dados_pessoais_legitimo_interesse", + "used_for": "Legal, regulatory, standards, or agency reference for LGPD Lawful Bases for Processing scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "lending-limits", + "title": "OCC Lending Limits", + "description": "Use current official sources and local evidence to prepare a review-ready lending-limit aggregation and approval brief for OCC Lending Limits.", + "category": "compliance", + "path": "bundles/compliance/lending-limits", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/lending-limits", + "download_url": "https://openknowledgebank.com/downloads/lending-limits.zip", + "tags": [ + "lending", + "compliance", + "united-states" + ], + "aliases": [ + "OCC Lending Limits", + "United States" + ], + "problems_solved": [ + "Determine applicable scope and current sources for OCC Lending Limits.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable lending-limit aggregation and approval brief without making an unsupported compliance claim." + ], + "industries": [ + "National banks, federal savings associations, and covered subsidiaries" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "lending-limit aggregation and approval brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "OCC Lending Limits source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "information-security-standards-glba", + "funds-transfer-recordkeeping-travel-rule", + "heightened-standards-large-banks" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.ecfr.gov/current/title-12/chapter-I/part-32", + "https://www.occ.treas.gov/topics/supervision-and-examination/credit/commercial-credit/lending-limits.html" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "financial", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging OCC Lending Limits questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope OCC Lending Limits questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is lending-limit aggregation and approval brief. Start source review with Electronic Code of Federal Regulations \u2014 Chapter I / Part 32.", + "meta_description": "Free OCC Lending Limits Markdown bundle with workflows, source references, and lending-limit aggregation and approval brief for use with AI assistants.", + "social_summary": "OCC Lending Limits: lending-limit aggregation and approval brief, workflows, and review guidance", + "download_note": "10 Markdown files \u00b7 1,449 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing OCC Lending Limits", + "Teams working in National banks, federal savings associations, and covered subsidiaries" + ], + "when_to_use": [ + "A OCC Lending Limits question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess OCC Lending Limits and draft lending-limit aggregation and approval brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Chapter I / Part 32, then confirm that the reference is current and applicable. Inspect OCC Lending Limits overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "OCC Lending Limits overview", + "description": "Scope, evidence, and authority boundaries for OCC Lending Limits.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/lending-limits/overview.md" + }, + { + "type": "Workflow", + "title": "OCC Lending Limits source-aware workflow", + "description": "Verify-first workflow for producing a reviewable lending-limit aggregation and approval brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/lending-limits/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "lending-limit aggregation and approval brief", + "description": "Review-ready template for OCC Lending Limits evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/lending-limits/deliverables/lending-limits-brief.md" + }, + { + "type": "Quality rubric", + "title": "OCC Lending Limits source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/lending-limits/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "Electronic Code of Federal Regulations \u2014 Chapter I / Part 32", + "url": "https://www.ecfr.gov/current/title-12/chapter-I/part-32", + "used_for": "Legal, regulatory, standards, or agency reference for OCC Lending Limits scope and source checks." + }, + { + "label": "occ.treas.gov \u2014 Commercial Credit / Lending Limits", + "url": "https://www.occ.treas.gov/topics/supervision-and-examination/credit/commercial-credit/lending-limits.html", + "used_for": "Legal, regulatory, standards, or agency reference for OCC Lending Limits scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "mortgage-servicing-rules", + "title": "CFPB Mortgage Servicing Rules under Regulations X and Z", + "description": "Use current official sources and local evidence to prepare a review-ready mortgage-servicing applicability and control brief for CFPB Mortgage Servicing Rules under Regulations X and Z.", + "category": "compliance", + "path": "bundles/compliance/mortgage-servicing-rules", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/mortgage-servicing-rules", + "download_url": "https://openknowledgebank.com/downloads/mortgage-servicing-rules.zip", + "tags": [ + "mortgage", + "compliance", + "united-states" + ], + "aliases": [ + "CFPB Mortgage Servicing Rules under Regulations X and Z", + "United States" + ], + "problems_solved": [ + "Determine applicable scope and current sources for CFPB Mortgage Servicing Rules under Regulations X and Z.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable mortgage-servicing applicability and control brief without making an unsupported compliance claim." + ], + "industries": [ + "Mortgage servicers" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "mortgage-servicing applicability and control brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "CFPB Mortgage Servicing Rules under Regulations X and Z source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "hmda-regulation-c", + "funds-transfer-recordkeeping-travel-rule", + "glba-privacy-regulation-p" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.consumerfinance.gov/compliance/compliance-resources/mortgage-resources/mortserv/", + "https://www.consumerfinance.gov/rules-policy/regulations/1024/30/", + "https://www.consumerfinance.gov/rules-policy/regulations/1026/41/" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "financial", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging CFPB Mortgage Servicing Rules under Regulations X and Z questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope CFPB Mortgage Servicing Rules under Regulations X and Z questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is mortgage-servicing applicability and control brief.", + "meta_description": "Free CFPB Mortgage Servicing Rules under Regulations X and Z Markdown bundle with workflows, source references, and mortgage-servicing applicability and.", + "social_summary": "CFPB Mortgage Servicing Rules under Regulations X and Z: mortgage-servicing applicability and control.", + "download_note": "10 Markdown files \u00b7 1,601 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing CFPB Mortgage Servicing Rules under Regulations X and Z", + "Teams working in Mortgage servicers" + ], + "when_to_use": [ + "A CFPB Mortgage Servicing Rules under Regulations X and Z question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess CFPB Mortgage Servicing Rules under Regulations X and Z and draft mortgage-servicing applicability and control brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with consumerfinance.gov \u2014 Mortgage Resources / Mortserv, then confirm that the reference is current and applicable. Inspect CFPB Mortgage Servicing Rules under Regulations X and Z overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "CFPB Mortgage Servicing Rules under Regulations X and Z overview", + "description": "Scope, evidence, and authority boundaries for CFPB Mortgage Servicing Rules under Regulations X and Z.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/mortgage-servicing-rules/overview.md" + }, + { + "type": "Workflow", + "title": "CFPB Mortgage Servicing Rules under Regulations X and Z source-aware workflow", + "description": "Verify-first workflow for producing a reviewable mortgage-servicing applicability and control brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/mortgage-servicing-rules/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "mortgage-servicing applicability and control brief", + "description": "Review-ready template for CFPB Mortgage Servicing Rules under Regulations X and Z evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/mortgage-servicing-rules/deliverables/mortgage-servicing-rules-brief.md" + }, + { + "type": "Quality rubric", + "title": "CFPB Mortgage Servicing Rules under Regulations X and Z source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/mortgage-servicing-rules/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "consumerfinance.gov \u2014 Mortgage Resources / Mortserv", + "url": "https://www.consumerfinance.gov/compliance/compliance-resources/mortgage-resources/mortserv/", + "used_for": "Legal, regulatory, standards, or agency reference for CFPB Mortgage Servicing Rules under Regulations X and Z scope and source checks." + }, + { + "label": "consumerfinance.gov \u2014 1024 / 30", + "url": "https://www.consumerfinance.gov/rules-policy/regulations/1024/30/", + "used_for": "Legal, regulatory, standards, or agency reference for CFPB Mortgage Servicing Rules under Regulations X and Z scope and source checks." + }, + { + "label": "consumerfinance.gov \u2014 1026 / 41", + "url": "https://www.consumerfinance.gov/rules-policy/regulations/1026/41/", + "used_for": "Legal, regulatory, standards, or agency reference for CFPB Mortgage Servicing Rules under Regulations X and Z scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "msrb-fair-dealing-conduct", + "title": "MSRB Fair Dealing and Customer Conduct", + "description": "Use current official sources and local evidence to prepare a review-ready municipal customer-conduct review brief for MSRB Fair Dealing and Customer Conduct.", + "category": "compliance", + "path": "bundles/compliance/msrb-fair-dealing-conduct", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/msrb-fair-dealing-conduct", + "download_url": "https://openknowledgebank.com/downloads/msrb-fair-dealing-conduct.zip", + "tags": [ + "msrb", + "compliance", + "united-states" + ], + "aliases": [ + "MSRB Fair Dealing and Customer Conduct", + "United States" + ], + "problems_solved": [ + "Determine applicable scope and current sources for MSRB Fair Dealing and Customer Conduct.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable municipal customer-conduct review brief without making an unsupported compliance claim." + ], + "industries": [ + "Municipal securities dealers and relevant municipal market participants" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "municipal customer-conduct review brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "MSRB Fair Dealing and Customer Conduct source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "hitech-act", + "funds-transfer-recordkeeping-travel-rule", + "hmda-regulation-c" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.msrb.org/Rules-and-Interpretations/MSRB-Rules/General/Rule-G-17", + "https://www.msrb.org/Rules-and-Interpretations/MSRB-Rules/General/Rule-G-18", + "https://www.msrb.org/Rules-and-Interpretations/MSRB-Rules/General/Rule-G-19", + "https://www.msrb.org/Rules-and-Interpretations/MSRB-Rules/General/Rule-G-47" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "financial", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging MSRB Fair Dealing and Customer Conduct questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope MSRB Fair Dealing and Customer Conduct questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is municipal customer-conduct review brief. Start source review with msrb.org \u2014 General / Rule G 17.", + "meta_description": "Free MSRB Fair Dealing and Customer Conduct Markdown bundle with workflows, source references, and municipal customer-conduct review brief for use with AI.", + "social_summary": "MSRB Fair Dealing and Customer Conduct: municipal customer-conduct review brief, workflows, and review.", + "download_note": "10 Markdown files \u00b7 1,528 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing MSRB Fair Dealing and Customer Conduct", + "Teams working in Municipal securities dealers and relevant municipal market participants" + ], + "when_to_use": [ + "A MSRB Fair Dealing and Customer Conduct question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess MSRB Fair Dealing and Customer Conduct and draft municipal customer-conduct review brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with msrb.org \u2014 General / Rule G 17, then confirm that the reference is current and applicable. Inspect MSRB Fair Dealing and Customer Conduct overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "MSRB Fair Dealing and Customer Conduct overview", + "description": "Scope, evidence, and authority boundaries for MSRB Fair Dealing and Customer Conduct.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/msrb-fair-dealing-conduct/overview.md" + }, + { + "type": "Workflow", + "title": "MSRB Fair Dealing and Customer Conduct source-aware workflow", + "description": "Verify-first workflow for producing a reviewable municipal customer-conduct review brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/msrb-fair-dealing-conduct/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "municipal customer-conduct review brief", + "description": "Review-ready template for MSRB Fair Dealing and Customer Conduct evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/msrb-fair-dealing-conduct/deliverables/msrb-fair-dealing-conduct-brief.md" + }, + { + "type": "Quality rubric", + "title": "MSRB Fair Dealing and Customer Conduct source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/msrb-fair-dealing-conduct/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "msrb.org \u2014 General / Rule G 17", + "url": "https://www.msrb.org/Rules-and-Interpretations/MSRB-Rules/General/Rule-G-17", + "used_for": "Legal, regulatory, standards, or agency reference for MSRB Fair Dealing and Customer Conduct scope and source checks." + }, + { + "label": "msrb.org \u2014 General / Rule G 18", + "url": "https://www.msrb.org/Rules-and-Interpretations/MSRB-Rules/General/Rule-G-18", + "used_for": "Legal, regulatory, standards, or agency reference for MSRB Fair Dealing and Customer Conduct scope and source checks." + }, + { + "label": "msrb.org \u2014 General / Rule G 19", + "url": "https://www.msrb.org/Rules-and-Interpretations/MSRB-Rules/General/Rule-G-19", + "used_for": "Legal, regulatory, standards, or agency reference for MSRB Fair Dealing and Customer Conduct scope and source checks." + }, + { + "label": "msrb.org \u2014 General / Rule G 47", + "url": "https://www.msrb.org/Rules-and-Interpretations/MSRB-Rules/General/Rule-G-47", + "used_for": "Legal, regulatory, standards, or agency reference for MSRB Fair Dealing and Customer Conduct scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "multistate-privacy-common-provisions", + "title": "Multistate Comprehensive Privacy Law Common Provisions", + "description": "Use current official sources and local evidence to prepare a review-ready state privacy comparison and routing matrix for Multistate Comprehensive Privacy Law Common Provisions.", + "category": "compliance", + "path": "bundles/compliance/multistate-privacy-common-provisions", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/multistate-privacy-common-provisions", + "download_url": "https://openknowledgebank.com/downloads/multistate-privacy-common-provisions.zip", + "tags": [ + "multistate", + "compliance", + "united-states" + ], + "aliases": [ + "Multistate Comprehensive Privacy Law Common Provisions", + "United States" + ], + "problems_solved": [ + "Determine applicable scope and current sources for Multistate Comprehensive Privacy Law Common Provisions.", + "Separate verified requirements, local evidence, assumptions, and unresolved facts.", + "Prepare a reviewable state privacy comparison and routing matrix without making an unsupported compliance claim." + ], + "industries": [ + "Businesses processing consumer personal data across U.S. states" + ], + "tools": [], + "frameworks": [ + "source-evidence matrix" + ], + "deliverables": [ + "state privacy comparison and routing matrix" + ], + "commands": [], + "skills": [], + "evaluations": [ + "Multistate Comprehensive Privacy Law Common Provisions source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "funds-transfer-recordkeeping-travel-rule", + "glba-privacy-regulation-p", + "glba-privacy-rule" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://law.lis.virginia.gov/vacode/title59.1/chapter53/section59.1-577/", + "https://coag.gov/resources/colorado-privacy-act/", + "https://portal.ct.gov/ag/sections/privacy/the-connecticut-data-privacy-act" + ], + "limitations": [ + "Official sources describe general occupational or product behavior; they do not establish local configuration, records, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for current official text and guidance, applicability facts, effective dates, entity and transaction scope, local policies, contracts, records, systems, controls, calculations, notices, filings, approvals, exceptions, and evidence owners.", + "This bundle does not grant authority to make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before make filings, send notices, certify compliance, alter regulated controls or records, or publish legal conclusions." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "privacy", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging Multistate Comprehensive Privacy Law Common Provisions questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Multistate Comprehensive Privacy Law Common Provisions questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is state privacy comparison and routing matrix. Start source review with law.lis.virginia.gov \u2014 Chapter53 / Section59.1 577.", + "meta_description": "Free Multistate Comprehensive Privacy Law Common Provisions Markdown bundle with workflows, source references, and state privacy comparison and routing.", + "social_summary": "Multistate Comprehensive Privacy Law Common Provisions: state privacy comparison and routing matrix.", + "download_note": "10 Markdown files \u00b7 1,544 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing Multistate Comprehensive Privacy Law Common Provisions", + "Teams working in Businesses processing consumer personal data across U.S. states" + ], + "when_to_use": [ + "A Multistate Comprehensive Privacy Law Common Provisions question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Multistate Comprehensive Privacy Law Common Provisions and draft state privacy comparison and routing matrix that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with law.lis.virginia.gov \u2014 Chapter53 / Section59.1 577, then confirm that the reference is current and applicable. 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quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "hmrc-pillar-two-top-up-tax", + "title": "Multinational and Domestic Top-up Tax (Pillar Two)", + "description": "Evidence-grounded guidance for HMRC Pillar 2 top-up tax registration, calculation, return, and payment controls, with current-source, applicability, review, and authority controls.", + "category": "compliance", + "path": "bundles/compliance/hmrc-pillar-two-top-up-tax", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/hmrc-pillar-two-top-up-tax", + "download_url": "https://openknowledgebank.com/downloads/hmrc-pillar-two-top-up-tax.zip", + "tags": [ + "pillar-two", + "hmrc", + "corporate-tax", + "tax-reporting" + ], + "aliases": [ + "UK Pillar 2 top-up taxes", + "MTT and DTT" + ], + "problems_solved": [ + "Verify HMRC Pillar 2 top-up tax registration, calculation, return, and payment controls applicability and current requirements", + "Prepare a reviewable pillar 2 compliance review brief" + ], + "industries": [ + "Regulated organizations", + "United Kingdom" + ], + "tools": [], + "frameworks": [ + "Source-applicability-control-evidence review" + ], + "deliverables": [ + "Pillar 2 Compliance Review Brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "Multinational and Domestic Top-up Tax (Pillar Two) source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [ + "hmrc-corporation-tax" + ], + "adjacent_bundles": [], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.gov.uk/government/publications/pillar-2-top-up-taxes-submission-of-returns-notice-3/notice-3-pillar-2-top-up-taxes-submission-of-returns", + "https://www.gov.uk/government/collections/domestic-top-up-tax-and-multinational-top-up-tax-detailed-information", + "https://www.gov.uk/hmrc-internal-manuals/multinational-top-up-tax-and-domestic-top-up-tax" + ], + "limitations": [ + "Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence.", + "This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "financial", + "tax", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging Multinational and Domestic Top-up Tax (Pillar Two) questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Multinational and Domestic Top-up Tax (Pillar Two) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Pillar 2 Compliance Review Brief.", + "meta_description": "Free Multinational and Domestic Top-up Tax (Pillar Two) Markdown bundle with workflows, source references, and pillar 2 Compliance Review Brief for use.", + "social_summary": "Multinational and Domestic Top-up Tax (Pillar Two): pillar 2 Compliance Review Brief, workflows, and.", + "download_note": "10 Markdown files \u00b7 1,723 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing Multinational and Domestic Top-up Tax (Pillar Two)", + "Teams working in Regulated organizations, United Kingdom" + ], + "when_to_use": [ + "A Multinational and Domestic Top-up Tax (Pillar Two) question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. 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Inspect Multinational and Domestic Top-up Tax (Pillar Two) overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "Multinational and Domestic Top-up Tax (Pillar Two) overview", + "description": "Scope, evidence, and authority boundaries for Multinational and Domestic Top-up Tax (Pillar Two).", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/hmrc-pillar-two-top-up-tax/overview.md" + }, + { + "type": "Workflow", + "title": "Multinational and Domestic Top-up Tax (Pillar Two) source-aware workflow", + "description": "Verify-first workflow for producing a reviewable Pillar 2 Compliance Review Brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/hmrc-pillar-two-top-up-tax/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "Pillar 2 Compliance Review Brief", + "description": "Review-ready template for Multinational and Domestic Top-up Tax (Pillar Two) evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/hmrc-pillar-two-top-up-tax/deliverables/hmrc-pillar-two-top-up-tax-brief.md" + }, + { + "type": "Quality rubric", + "title": "Multinational and Domestic Top-up Tax (Pillar Two) source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/hmrc-pillar-two-top-up-tax/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "GOV.UK \u2014 Pillar 2 Top Up Taxes Submission Of Returns Notice 3 / Notice 3 Pillar 2 Top Up Taxes Submission Of Returns", + "url": "https://www.gov.uk/government/publications/pillar-2-top-up-taxes-submission-of-returns-notice-3/notice-3-pillar-2-top-up-taxes-submission-of-returns", + "used_for": "Legal, regulatory, standards, or agency reference for Multinational and Domestic Top-up Tax (Pillar Two) scope and source checks." + }, + { + "label": "GOV.UK \u2014 Collections / Domestic Top Up Tax And Multinational Top Up Tax Detailed Information", + "url": "https://www.gov.uk/government/collections/domestic-top-up-tax-and-multinational-top-up-tax-detailed-information", + "used_for": "Legal, regulatory, standards, or agency reference for Multinational and Domestic Top-up Tax (Pillar Two) scope and source checks." + }, + { + "label": "GOV.UK \u2014 Hmrc Internal Manuals / Multinational Top Up Tax And Domestic Top Up Tax", + "url": "https://www.gov.uk/hmrc-internal-manuals/multinational-top-up-tax-and-domestic-top-up-tax", + "used_for": "Legal, regulatory, standards, or agency reference for Multinational and Domestic Top-up Tax (Pillar Two) scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "nar-code-of-ethics", + "title": "NAR Code of Ethics and Standards of Practice", + "description": "Evidence-grounded guidance for the NAR Code of Ethics and professional-standards process, with current-source, applicability, review, and authority controls.", + "category": "compliance", + "path": "bundles/compliance/nar-code-of-ethics", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/nar-code-of-ethics", + "download_url": "https://openknowledgebank.com/downloads/nar-code-of-ethics.zip", + "tags": [ + "real-estate", + "professional-ethics", + "nar", + "standards-of-practice" + ], + "aliases": [ + "NAR ethics code", + "REALTOR Code of Ethics" + ], + "problems_solved": [ + "Verify the NAR Code of Ethics and professional-standards process applicability and current requirements", + "Prepare a reviewable nar ethics issue review brief" + ], + "industries": [ + "Regulated organizations", + "United States" + ], + "tools": [], + "frameworks": [ + "Source-applicability-control-evidence review" + ], + "deliverables": [ + "NAR Ethics Issue Review Brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "NAR Code of Ethics and Standards of Practice source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "pcaob-auditor-independence-and-ethics", + "pcaob-auditing-standards", + "irs-inurement-private-benefit" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.nar.realtor/about-nar/governing-documents/code-of-ethics/2026-code-of-ethics-standards-of-practice", + "https://www.nar.realtor/about-nar/governing-documents/the-code-of-ethics" + ], + "limitations": [ + "Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence.", + "This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; 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Inspect NAR Code of Ethics and Standards of Practice overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "NAR Code of Ethics and Standards of Practice overview", + "description": "Scope, evidence, and authority boundaries for NAR Code of Ethics and Standards of Practice.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/nar-code-of-ethics/overview.md" + }, + { + "type": "Workflow", + "title": "NAR Code of Ethics and Standards of Practice source-aware workflow", + "description": "Verify-first workflow for producing a reviewable NAR Ethics Issue Review Brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/nar-code-of-ethics/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "NAR Ethics Issue Review Brief", + "description": "Review-ready template for NAR Code of Ethics and Standards of Practice evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/nar-code-of-ethics/deliverables/nar-code-of-ethics-brief.md" + }, + { + "type": "Quality rubric", + "title": "NAR Code of Ethics and Standards of Practice source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/nar-code-of-ethics/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "nar.realtor \u2014 Code Of Ethics / 2026 Code Of Ethics Standards Of Practice", + "url": "https://www.nar.realtor/about-nar/governing-documents/code-of-ethics/2026-code-of-ethics-standards-of-practice", + "used_for": "Legal, regulatory, standards, or agency reference for NAR Code of Ethics and Standards of Practice scope and source checks." + }, + { + "label": "nar.realtor \u2014 Governing Documents / The Code Of Ethics", + "url": "https://www.nar.realtor/about-nar/governing-documents/the-code-of-ethics", + "used_for": "Legal, regulatory, standards, or agency reference for NAR Code of Ethics and Standards of Practice scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "nlra-compliance", + "title": "National Labor Relations Act (NLRA) Compliance", + "description": "Evidence-grounded guidance for NLRA rights, unfair labor practices, representation matters, bargaining, and NLRB procedure, with current-source, applicability, review, and authority controls.", + "category": "compliance", + "path": "bundles/compliance/nlra-compliance", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/nlra-compliance", + "download_url": "https://openknowledgebank.com/downloads/nlra-compliance.zip", + "tags": [ + "nlra", + "labor-relations", + "collective-bargaining", + "nlrb" + ], + "aliases": [ + "NLRA", + "National Labor Relations Act" + ], + "problems_solved": [ + "Verify NLRA rights, unfair labor practices, representation matters, bargaining, and NLRB procedure applicability and current requirements", + "Prepare a reviewable nlra compliance issue brief" + ], + "industries": [ + "Regulated organizations", + "United States" + ], + "tools": [], + "frameworks": [ + "Source-applicability-control-evidence review" + ], + "deliverables": [ + "NLRA Compliance Issue Brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "National Labor Relations Act (NLRA) Compliance source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "irs-inurement-private-benefit", + "irs-organizational-operational-test", + "nar-code-of-ethics" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.nlrb.gov/about-nlrb/rights-we-protect/the-law", + "https://www.nlrb.gov/about-nlrb/what-we-do/the-standard-for-determining-joint-employer-status-final-rule", + "https://www.nlrb.gov/cases-decisions" + ], + "limitations": [ + "Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence.", + "This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "employment", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging National Labor Relations Act (NLRA) Compliance questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope National Labor Relations Act (NLRA) Compliance questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is NLRA Compliance Issue Brief. Start source review with nlrb.gov \u2014 Rights We Protect / The Law.", + "meta_description": "Free National Labor Relations Act (NLRA) Compliance Markdown bundle with workflows, source references, and nLRA Compliance Issue Brief for use with AI.", + "social_summary": "National Labor Relations Act (NLRA) Compliance: nLRA Compliance Issue Brief, workflows, and review.", + "download_note": "10 Markdown files \u00b7 1,712 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing National Labor Relations Act (NLRA) Compliance", + "Teams working in Regulated organizations, United States" + ], + "when_to_use": [ + "A National Labor Relations Act (NLRA) Compliance question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess National Labor Relations Act (NLRA) Compliance and draft NLRA Compliance Issue Brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with nlrb.gov \u2014 Rights We Protect / The Law, then confirm that the reference is current and applicable. Inspect National Labor Relations Act (NLRA) Compliance overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "National Labor Relations Act (NLRA) Compliance overview", + "description": "Scope, evidence, and authority boundaries for National Labor Relations Act (NLRA) Compliance.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/nlra-compliance/overview.md" + }, + { + "type": "Workflow", + "title": "National Labor Relations Act (NLRA) Compliance source-aware workflow", + "description": "Verify-first workflow for producing a reviewable NLRA Compliance Issue Brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/nlra-compliance/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "NLRA Compliance Issue Brief", + "description": "Review-ready template for National Labor Relations Act (NLRA) Compliance evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/nlra-compliance/deliverables/nlra-compliance-brief.md" + }, + { + "type": "Quality rubric", + "title": "National Labor Relations Act (NLRA) Compliance source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/nlra-compliance/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "nlrb.gov \u2014 Rights We Protect / The Law", + "url": "https://www.nlrb.gov/about-nlrb/rights-we-protect/the-law", + "used_for": "Legal, regulatory, standards, or agency reference for National Labor Relations Act (NLRA) Compliance scope and source checks." + }, + { + "label": "nlrb.gov \u2014 What We Do / The Standard For Determining Joint Employer Status Final Rule", + "url": "https://www.nlrb.gov/about-nlrb/what-we-do/the-standard-for-determining-joint-employer-status-final-rule", + "used_for": "Legal, regulatory, standards, or agency reference for National Labor Relations Act (NLRA) Compliance scope and source checks." + }, + { + "label": "nlrb.gov \u2014 Cases Decisions", + "url": "https://www.nlrb.gov/cases-decisions", + "used_for": "Legal, regulatory, standards, or agency reference for National Labor Relations Act (NLRA) Compliance scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "hmrc-national-minimum-wage", + "title": "National Minimum Wage / National Living Wage Compliance", + "description": "Evidence-grounded guidance for National Minimum Wage and National Living Wage pay and record controls, with current-source, applicability, review, and authority controls.", + "category": "compliance", + "path": "bundles/compliance/hmrc-national-minimum-wage", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/hmrc-national-minimum-wage", + "download_url": "https://openknowledgebank.com/downloads/hmrc-national-minimum-wage.zip", + "tags": [ + "minimum-wage", + "national-living-wage", + "payroll", + "hmrc" + ], + "aliases": [ + "NMW and NLW", + "UK minimum wage" + ], + "problems_solved": [ + "Verify National Minimum Wage and National Living Wage pay and record controls applicability and current requirements", + "Prepare a reviewable minimum wage compliance review brief" + ], + "industries": [ + "Regulated organizations", + "United Kingdom" + ], + "tools": [], + "frameworks": [ + "Source-applicability-control-evidence review" + ], + "deliverables": [ + "Minimum Wage Compliance Review Brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "National Minimum Wage / National Living Wage Compliance source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "hmrc-paye-rti", + "hmrc-pillar-two-top-up-tax", + "irs-inurement-private-benefit" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.gov.uk/national-minimum-wage-rates", + "https://www.gov.uk/national-minimum-wage/employers-and-the-minimum-wage", + "https://www.gov.uk/government/publications/the-national-minimum-wage-in-2026" + ], + "limitations": [ + "Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence.", + "This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "employment", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging National Minimum Wage / National Living Wage Compliance questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope National Minimum Wage / National Living Wage Compliance questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Minimum Wage Compliance Review Brief. Start source review with GOV.UK \u2014 National Minimum Wage Rates.", + "meta_description": "Free National Minimum Wage / National Living Wage Compliance Markdown bundle with workflows, source references, and minimum Wage Compliance Review Brief.", + "social_summary": "National Minimum Wage / National Living Wage Compliance: minimum Wage Compliance Review Brief.", + "download_note": "10 Markdown files \u00b7 1,751 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing National Minimum Wage / National Living Wage Compliance", + "Teams working in Regulated organizations, United Kingdom" + ], + "when_to_use": [ + "A National Minimum Wage / National Living Wage Compliance question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess National Minimum Wage / National Living Wage Compliance and draft Minimum Wage Compliance Review Brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with GOV.UK \u2014 National Minimum Wage Rates, then confirm that the reference is current and applicable. Inspect National Minimum Wage / National Living Wage Compliance overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "National Minimum Wage / National Living Wage Compliance overview", + "description": "Scope, evidence, and authority boundaries for National Minimum Wage / National Living Wage Compliance.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/hmrc-national-minimum-wage/overview.md" + }, + { + "type": "Workflow", + "title": "National Minimum Wage / National Living Wage Compliance source-aware workflow", + "description": "Verify-first workflow for producing a reviewable Minimum Wage Compliance Review Brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/hmrc-national-minimum-wage/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "Minimum Wage Compliance Review Brief", + "description": "Review-ready template for National Minimum Wage / National Living Wage Compliance evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/hmrc-national-minimum-wage/deliverables/hmrc-national-minimum-wage-brief.md" + }, + { + "type": "Quality rubric", + "title": "National Minimum Wage / National Living Wage Compliance source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/hmrc-national-minimum-wage/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "GOV.UK \u2014 National Minimum Wage Rates", + "url": "https://www.gov.uk/national-minimum-wage-rates", + "used_for": "Legal, regulatory, standards, or agency reference for National Minimum Wage / National Living Wage Compliance scope and source checks." + }, + { + "label": "GOV.UK \u2014 National Minimum Wage / Employers And The Minimum Wage", + "url": "https://www.gov.uk/national-minimum-wage/employers-and-the-minimum-wage", + "used_for": "Legal, regulatory, standards, or agency reference for National Minimum Wage / National Living Wage Compliance scope and source checks." + }, + { + "label": "GOV.UK \u2014 Publications / The National Minimum Wage In 2026", + "url": "https://www.gov.uk/government/publications/the-national-minimum-wage-in-2026", + "used_for": "Legal, regulatory, standards, or agency reference for National Minimum Wage / National Living Wage Compliance scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "net-capital-rule", + "title": "Net Capital Rule (Exchange Act Rule 15c3-1)", + "description": "Evidence-grounded guidance for broker-dealer net-capital calculation, early warning, and reporting controls, with current-source, applicability, review, and authority controls.", + "category": "compliance", + "path": "bundles/compliance/net-capital-rule", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/net-capital-rule", + "download_url": "https://openknowledgebank.com/downloads/net-capital-rule.zip", + "tags": [ + "broker-dealer", + "net-capital", + "sec-rule-15c3-1", + "securities" + ], + "aliases": [ + "SEC Rule 15c3-1", + "Uniform Net Capital Rule" + ], + "problems_solved": [ + "Verify broker-dealer net-capital calculation, early warning, and reporting controls applicability and current requirements", + "Prepare a reviewable net capital calculation review brief" + ], + "industries": [ + "Regulated organizations", + "United States" + ], + "tools": [], + "frameworks": [ + "Source-applicability-control-evidence review" + ], + "deliverables": [ + "Net Capital Calculation Review Brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "Net Capital Rule (Exchange Act Rule 15c3-1) source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [ + "finra-supervision-system" + ], + "adjacent_bundles": [], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.ecfr.gov/current/title-17/chapter-II/part-240/section-240.15c3-1", + "https://www.finra.org/sites/default/files/SEA.Rule_.15c3-1.Interpretations.pdf", + "https://www.sec.gov/files/formx-17a-5_2apdf" + ], + "limitations": [ + "Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence.", + "This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "financial", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging Net Capital Rule (Exchange Act Rule 15c3-1) questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Net Capital Rule (Exchange Act Rule 15c3-1) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Net Capital Calculation Review Brief. Start source review with Electronic Code of Federal Regulations \u2014 Part 240 / Section 240.15c3 1.", + "meta_description": "Free Net Capital Rule (Exchange Act Rule 15c3-1) Markdown bundle with workflows, source references, and net Capital Calculation Review Brief for use with.", + "social_summary": "Net Capital Rule (Exchange Act Rule 15c3-1): net Capital Calculation Review Brief, workflows, and review.", + "download_note": "10 Markdown files \u00b7 1,725 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing Net Capital Rule (Exchange Act Rule 15c3-1)", + "Teams working in Regulated organizations, United States" + ], + "when_to_use": [ + "A Net Capital Rule (Exchange Act Rule 15c3-1) question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Net Capital Rule (Exchange Act Rule 15c3-1) and draft Net Capital Calculation Review Brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with Electronic Code of Federal Regulations \u2014 Part 240 / Section 240.15c3 1, then confirm that the reference is current and applicable. Inspect Net Capital Rule (Exchange Act Rule 15c3-1) overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "Net Capital Rule (Exchange Act Rule 15c3-1) overview", + "description": "Scope, evidence, and authority boundaries for Net Capital Rule (Exchange Act Rule 15c3-1).", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/net-capital-rule/overview.md" + }, + { + "type": "Workflow", + "title": "Net Capital Rule (Exchange Act Rule 15c3-1) source-aware workflow", + "description": "Verify-first workflow for producing a reviewable Net Capital Calculation Review Brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/net-capital-rule/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "Net Capital Calculation Review Brief", + "description": "Review-ready template for Net Capital Rule (Exchange Act Rule 15c3-1) evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/net-capital-rule/deliverables/net-capital-rule-brief.md" + }, + { + "type": "Quality rubric", + "title": "Net Capital Rule (Exchange Act Rule 15c3-1) source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/net-capital-rule/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "Electronic Code of Federal Regulations \u2014 Part 240 / Section 240.15c3 1", + "url": "https://www.ecfr.gov/current/title-17/chapter-II/part-240/section-240.15c3-1", + "used_for": "Legal, regulatory, standards, or agency reference for Net Capital Rule (Exchange Act Rule 15c3-1) scope and source checks." + }, + { + "label": "FINRA \u2014 Files / SEA.Rule .15c3 1.Interpretations", + "url": "https://www.finra.org/sites/default/files/SEA.Rule_.15c3-1.Interpretations.pdf", + "used_for": "Legal, regulatory, standards, or agency reference for Net Capital Rule (Exchange Act Rule 15c3-1) scope and source checks." + }, + { + "label": "U.S. Securities and Exchange Commission \u2014 Files / Formx 17a 5 2apdf", + "url": "https://www.sec.gov/files/formx-17a-5_2apdf", + "used_for": "Legal, regulatory, standards, or agency reference for Net Capital Rule (Exchange Act Rule 15c3-1) scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "net-stable-funding-ratio", + "title": "Net Stable Funding Ratio (NSFR) Rule", + "description": "Evidence-grounded guidance for large-bank net stable funding ratio calculation, shortfall, and disclosure controls, with current-source, applicability, review, and authority controls.", + "category": "compliance", + "path": "bundles/compliance/net-stable-funding-ratio", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/net-stable-funding-ratio", + "download_url": "https://openknowledgebank.com/downloads/net-stable-funding-ratio.zip", + "tags": [ + "nsfr", + "liquidity", + "banking", + "prudential-regulation" + ], + "aliases": [ + "NSFR", + "Regulation WW NSFR" + ], + "problems_solved": [ + "Verify large-bank net stable funding ratio calculation, shortfall, and disclosure controls applicability and current requirements", + "Prepare a reviewable nsfr calculation and shortfall review brief" + ], + "industries": [ + "Regulated organizations", + "United States" + ], + "tools": [], + "frameworks": [ + "Source-applicability-control-evidence review" + ], + "deliverables": [ + "NSFR Calculation and Shortfall Review Brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "Net Stable Funding Ratio (NSFR) Rule source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [ + "basel-iii" + ], + "adjacent_bundles": [], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.federalreserve.gov/frrs/regulations/section-249100-net-stable-funding-ratio.htm", + "https://www.federalreserve.gov/frrs/regulations/section-249110-nsfr-shortfall-supervisory-framework.htm", + "https://www.occ.gov/news-issuances/bulletins/2021/bulletin-2021-9.html" + ], + "limitations": [ + "Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence.", + "This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "financial", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging Net Stable Funding Ratio (NSFR) Rule questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Net Stable Funding Ratio (NSFR) Rule questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is NSFR Calculation and Shortfall Review Brief. Start source review with federalreserve.gov \u2014 Regulations / Section 249100 Net Stable Funding Ratio.", + "meta_description": "Free Net Stable Funding Ratio (NSFR) Rule Markdown bundle with workflows, source references, and nSFR Calculation and Shortfall Review Brief for use with.", + "social_summary": "Net Stable Funding Ratio (NSFR) Rule: nSFR Calculation and Shortfall Review Brief, workflows, and review.", + "download_note": "10 Markdown files \u00b7 1,716 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing Net Stable Funding Ratio (NSFR) Rule", + "Teams working in Regulated organizations, United States" + ], + "when_to_use": [ + "A Net Stable Funding Ratio (NSFR) Rule question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Net Stable Funding Ratio (NSFR) Rule and draft NSFR Calculation and Shortfall Review Brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with federalreserve.gov \u2014 Regulations / Section 249100 Net Stable Funding Ratio, then confirm that the reference is current and applicable. 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quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "nmls-company-branch-licensing", + "title": "NMLS Company, Branch and Control Person Licensing", + "description": "Evidence-grounded guidance for NMLS company, branch, control-person, relationship, and sponsorship workflows, with current-source, applicability, review, and authority controls.", + "category": "compliance", + "path": "bundles/compliance/nmls-company-branch-licensing", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/nmls-company-branch-licensing", + "download_url": "https://openknowledgebank.com/downloads/nmls-company-branch-licensing.zip", + "tags": [ + "nmls", + "mortgage-licensing", + "company-licensing", + "branch-licensing" + ], + "aliases": [ + "NMLS company licensing", + "MU1 MU2 MU3 licensing" + ], + "problems_solved": [ + "Verify NMLS company, branch, control-person, relationship, and sponsorship workflows applicability and current requirements", + "Prepare a reviewable nmls licensing readiness brief" + ], + "industries": [ + "Regulated organizations", + "United States" + ], + "tools": [], + "frameworks": [ + "Source-applicability-control-evidence review" + ], + "deliverables": [ + "NMLS Licensing Readiness Brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "NMLS Company, Branch and Control Person Licensing source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "pcaob-auditing-standards", + "irs-inurement-private-benefit", + "irs-organizational-operational-test" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://mortgage.nationwidelicensingsystem.org/knowledge/products/nmls/pubs/policyGuide/index.html", + "https://mortgage.nationwidelicensingsystem.org/slr/Pages/DynamicLicenses.aspx" + ], + "limitations": [ + "Official sources describe general regulatory requirements; 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The page previews an overview, a workflow, a template, and a quality rubric; the intended output is NMLS Licensing Readiness Brief. Start source review with mortgage.nationwidelicensingsystem.org \u2014 Pubs / PolicyGuide.", + "meta_description": "Free NMLS Company, Branch and Control Person Licensing Markdown bundle with workflows, source references, and nMLS Licensing Readiness Brief for use with.", + "social_summary": "NMLS Company, Branch and Control Person Licensing: nMLS Licensing Readiness Brief, workflows, and review.", + "download_note": "10 Markdown files \u00b7 1,720 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing NMLS Company, Branch and Control Person Licensing", + "Teams working in Regulated organizations, United States" + ], + "when_to_use": [ + "A NMLS Company, Branch and Control Person Licensing question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. 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quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "nydfs-cybersecurity-part-500", + "title": "NYDFS Cybersecurity Requirements (23 NYCRR Part 500)", + "description": "Evidence-grounded guidance for 23 NYCRR Part 500 cybersecurity governance, controls, notices, and annual filings, with current-source, applicability, review, and authority controls.", + "category": "compliance", + "path": "bundles/compliance/nydfs-cybersecurity-part-500", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/nydfs-cybersecurity-part-500", + "download_url": "https://openknowledgebank.com/downloads/nydfs-cybersecurity-part-500.zip", + "tags": [ + "nydfs", + "cybersecurity", + "part-500", + "financial-services" + ], + "aliases": [ + "23 NYCRR Part 500", + "NYDFS Part 500" + ], + "problems_solved": [ + "Verify 23 NYCRR Part 500 cybersecurity governance, controls, notices, and annual filings applicability and current requirements", + "Prepare a reviewable part 500 compliance and filing brief" + ], + "industries": [ + "Regulated organizations", + "New York, United States" + ], + "tools": [], + "frameworks": [ + "Source-applicability-control-evidence review" + ], + "deliverables": [ + "Part 500 Compliance and Filing Brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "NYDFS Cybersecurity Requirements (23 NYCRR Part 500) source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [ + "sec-cybersecurity-disclosure-rules" + ], + "adjacent_bundles": [], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.dfs.ny.gov/industry-guidance/cybersecurity", + "https://www.dfs.ny.gov/industry-guidance/industry-letters/20260521-guidance-on-measures-reg-entities-should-consider-in-a-hcte", + "https://www.dfs.ny.gov/system/files/documents/2026/03/Instructions-for-Submitting-a-Notice-of-Exemption_0.pdf" + ], + "limitations": [ + "Official sources describe general regulatory requirements; 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run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "security", + "financial", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging NYDFS Cybersecurity Requirements (23 NYCRR Part 500) questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope NYDFS Cybersecurity Requirements (23 NYCRR Part 500) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Part 500 Compliance and Filing Brief. Start source review with dfs.ny.gov \u2014 Industry Guidance / Cybersecurity.", + "meta_description": "Free NYDFS Cybersecurity Requirements (23 NYCRR Part 500) Markdown bundle with workflows, source references, and part 500 Compliance and Filing Brief for.", + "social_summary": "NYDFS Cybersecurity Requirements (23 NYCRR Part 500): part 500 Compliance and Filing Brief, workflows.", + "download_note": "10 Markdown files \u00b7 1,759 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing NYDFS Cybersecurity Requirements (23 NYCRR Part 500)", + "Teams working in Regulated organizations, New York, United States" + ], + "when_to_use": [ + "A NYDFS Cybersecurity Requirements (23 NYCRR Part 500) question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. 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quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "irs-organizational-operational-test", + "title": "Organizational and Operational Test (IRC 501(c)(3))", + "description": "Evidence-grounded guidance for IRC 501(c)(3) organizational-document and operational-activity tests, with current-source, applicability, review, and authority controls.", + "category": "compliance", + "path": "bundles/compliance/irs-organizational-operational-test", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/irs-organizational-operational-test", + "download_url": "https://openknowledgebank.com/downloads/irs-organizational-operational-test.zip", + "tags": [ + "501c3", + "tax-exemption", + "organizational-test", + "operational-test" + ], + "aliases": [ + "501(c)(3) organizational test", + "501(c)(3) operational test" + ], + "problems_solved": [ + "Verify IRC 501(c)(3) organizational-document and operational-activity tests applicability and current requirements", + "Prepare a reviewable 501(c)(3) tests review brief" + ], + "industries": [ + "Regulated organizations", + "United States" + ], + "tools": [], + "frameworks": [ + "Source-applicability-control-evidence review" + ], + "deliverables": [ + "501(c)(3) Tests Review Brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "Organizational and Operational Test (IRC 501(c)(3)) source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [ + "irs-exemption-application-501c3" + ], + "adjacent_bundles": [], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.irs.gov/charities-non-profits/charitable-organizations/organizational-test-internal-revenue-code-section-501c3", + "https://www.irs.gov/charities-non-profits/charitable-organizations/operational-test-internal-revenue-code-section-501c3", + "https://www.irs.gov/charities-non-profits/stay-exempt/applying-for-section-501c3-status-course-video-transcript" + ], + "limitations": [ + "Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence.", + "This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "tax", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging Organizational and Operational Test (IRC 501(c)(3)) questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Organizational and Operational Test (IRC 501(c)(3)) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is 501(c)(3) Tests Review Brief.", + "meta_description": "Free Organizational and Operational Test (IRC 501(c)(3)) Markdown bundle with workflows, source references, and 501(c)(3) Tests Review Brief for use with.", + "social_summary": "Organizational and Operational Test (IRC 501(c)(3)): 501(c)(3) Tests Review Brief, workflows, and review.", + "download_note": "10 Markdown files \u00b7 1,751 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing Organizational and Operational Test (IRC 501(c)(3))", + "Teams working in Regulated organizations, United States" + ], + "when_to_use": [ + "A Organizational and Operational Test (IRC 501(c)(3)) question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Organizational and Operational Test (IRC 501(c)(3)) and draft 501(c)(3) Tests Review Brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with irs.gov \u2014 Charitable Organizations / Organizational Test Internal Revenue Code Section 501c3, then confirm that the reference is current and applicable. Inspect Organizational and Operational Test (IRC 501(c)(3)) overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "Organizational and Operational Test (IRC 501(c)(3)) overview", + "description": "Scope, evidence, and authority boundaries for Organizational and Operational Test (IRC 501(c)(3)).", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-organizational-operational-test/overview.md" + }, + { + "type": "Workflow", + "title": "Organizational and Operational Test (IRC 501(c)(3)) source-aware workflow", + "description": "Verify-first workflow for producing a reviewable 501(c)(3) Tests Review Brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-organizational-operational-test/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "501(c)(3) Tests Review Brief", + "description": "Review-ready template for Organizational and Operational Test (IRC 501(c)(3)) evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-organizational-operational-test/deliverables/irs-organizational-operational-test-brief.md" + }, + { + "type": "Quality rubric", + "title": "Organizational and Operational Test (IRC 501(c)(3)) source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/irs-organizational-operational-test/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "irs.gov \u2014 Charitable Organizations / Organizational Test Internal Revenue Code Section 501c3", + "url": "https://www.irs.gov/charities-non-profits/charitable-organizations/organizational-test-internal-revenue-code-section-501c3", + "used_for": "Legal, regulatory, standards, or agency reference for Organizational and Operational Test (IRC 501(c)(3)) scope and source checks." + }, + { + "label": "irs.gov \u2014 Charitable Organizations / Operational Test Internal Revenue Code Section 501c3", + "url": "https://www.irs.gov/charities-non-profits/charitable-organizations/operational-test-internal-revenue-code-section-501c3", + "used_for": "Legal, regulatory, standards, or agency reference for Organizational and Operational Test (IRC 501(c)(3)) scope and source checks." + }, + { + "label": "irs.gov \u2014 Stay Exempt / Applying For Section 501c3 Status Course Video Transcript", + "url": "https://www.irs.gov/charities-non-profits/stay-exempt/applying-for-section-501c3-status-course-video-transcript", + "used_for": "Legal, regulatory, standards, or agency reference for Organizational and Operational Test (IRC 501(c)(3)) scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "hmrc-paye-rti", + "title": "PAYE Operation and Real Time Information Reporting", + "description": "Evidence-grounded guidance for PAYE payroll operation and Real Time Information submissions, with current-source, applicability, review, and authority controls.", + "category": "compliance", + "path": "bundles/compliance/hmrc-paye-rti", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/hmrc-paye-rti", + "download_url": "https://openknowledgebank.com/downloads/hmrc-paye-rti.zip", + "tags": [ + "paye", + "rti", + "payroll-reporting", + "hmrc" + ], + "aliases": [ + "PAYE RTI", + "Real Time Information payroll reporting" + ], + "problems_solved": [ + "Verify PAYE payroll operation and Real Time Information submissions applicability and current requirements", + "Prepare a reviewable paye rti submission review brief" + ], + "industries": [ + "Regulated organizations", + "United Kingdom" + ], + "tools": [], + "frameworks": [ + "Source-applicability-control-evidence review" + ], + "deliverables": [ + "PAYE RTI Submission Review Brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "PAYE Operation and Real Time Information Reporting source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "hmrc-national-minimum-wage", + "hmrc-pillar-two-top-up-tax", + "irs-inurement-private-benefit" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.gov.uk/guidance/what-payroll-information-to-report-to-hmrc", + "https://www.gov.uk/running-payroll/reporting-to-hmrc", + "https://www.gov.uk/hmrc-internal-manuals/paye-manual/paye5025" + ], + "limitations": [ + "Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence.", + "This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; 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The page previews an overview, a workflow, a template, and a quality rubric; the intended output is PAYE RTI Submission Review Brief. Start source review with GOV.UK \u2014 Guidance / What Payroll Information To Report To Hmrc.", + "meta_description": "Free PAYE Operation and Real Time Information Reporting Markdown bundle with workflows, source references, and pAYE RTI Submission Review Brief for use.", + "social_summary": "PAYE Operation and Real Time Information Reporting: pAYE RTI Submission Review Brief, workflows, and.", + "download_note": "10 Markdown files \u00b7 1,728 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing PAYE Operation and Real Time Information Reporting", + "Teams working in Regulated organizations, United Kingdom" + ], + "when_to_use": [ + "A PAYE Operation and Real Time Information Reporting question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. 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quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "pcaob-auditing-standards", + "title": "PCAOB Auditing Standards (AS Series)", + "description": "Evidence-grounded guidance for PCAOB auditing-standard applicability and engagement compliance, with current-source, applicability, review, and authority controls.", + "category": "compliance", + "path": "bundles/compliance/pcaob-auditing-standards", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/pcaob-auditing-standards", + "download_url": "https://openknowledgebank.com/downloads/pcaob-auditing-standards.zip", + "tags": [ + "pcaob", + "auditing-standards", + "public-company-audit", + "securities" + ], + "aliases": [ + "PCAOB AS series", + "Public company auditing standards" + ], + "problems_solved": [ + "Verify PCAOB auditing-standard applicability and engagement compliance applicability and current requirements", + "Prepare a reviewable pcaob standards applicability brief" + ], + "industries": [ + "Regulated organizations", + "United States" + ], + "tools": [], + "frameworks": [ + "Source-applicability-control-evidence review" + ], + "deliverables": [ + "PCAOB Standards Applicability Brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "PCAOB Auditing Standards (AS Series) source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [ + "auditor-external" + ], + "adjacent_bundles": [], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://pcaobus.org/oversight/standards/auditing-standards", + "https://pcaobus.org/oversight/standards/auditing-standards/amendments_to_standards" + ], + "limitations": [ + "Official sources describe general regulatory requirements; 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run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "financial", + "accounting", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging PCAOB Auditing Standards (AS Series) questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope PCAOB Auditing Standards (AS Series) questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. 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The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Auditor Independence Review Brief. Start source review with pcaobus.org \u2014 Standards / Ethics Independence Rules.", + "meta_description": "Free PCAOB Auditor Independence and Ethics Rules Markdown bundle with workflows, source references, and auditor Independence Review Brief for use with AI.", + "social_summary": "PCAOB Auditor Independence and Ethics Rules: auditor Independence Review Brief, workflows, and review.", + "download_note": "10 Markdown files \u00b7 1,698 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing PCAOB Auditor Independence and Ethics Rules", + "Teams working in Regulated organizations, United States" + ], + "when_to_use": [ + "A PCAOB Auditor Independence and Ethics Rules question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. 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Start source review with eur-lex.europa.eu \u2014 679 / Oj.", + "meta_description": "Free GDPR Article 33 Supervisory Authority Breach Notification Markdown bundle with workflows, source references, and article 33 Notification Decision.", + "social_summary": "GDPR Article 33 Supervisory Authority Breach Notification: article 33 Notification Decision Brief.", + "download_note": "10 Markdown files \u00b7 1,764 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing GDPR Article 33 Supervisory Authority Breach Notification", + "Teams working in Regulated organizations, European Union / EEA" + ], + "when_to_use": [ + "A GDPR Article 33 Supervisory Authority Breach Notification question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. 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Inspect GDPR Article 33 Supervisory Authority Breach Notification overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "GDPR Article 33 Supervisory Authority Breach Notification overview", + "description": "Scope, evidence, and authority boundaries for GDPR Article 33 Supervisory Authority Breach Notification.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/overview.md" + }, + { + "type": "Workflow", + "title": "GDPR Article 33 Supervisory Authority Breach Notification source-aware workflow", + "description": "Verify-first workflow for producing a reviewable Article 33 Notification Decision Brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "Article 33 Notification Decision Brief", + "description": "Review-ready template for GDPR Article 33 Supervisory Authority Breach Notification evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/deliverables/gdpr-art33-breach-notification-supervisory-authority-brief.md" + }, + { + "type": "Quality rubric", + "title": "GDPR Article 33 Supervisory Authority Breach Notification source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/gdpr-art33-breach-notification-supervisory-authority/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "eur-lex.europa.eu \u2014 679 / Oj", + "url": "https://eur-lex.europa.eu/eli/reg/2016/679/oj", + "used_for": "Legal, regulatory, standards, or agency reference for GDPR Article 33 Supervisory Authority Breach Notification scope and source checks." + }, + { + "label": "edpb.europa.eu \u2014 2023 04 / Edpb Guidelines 202209 Personal Data Breach Notification V2.0 En", + "url": "https://www.edpb.europa.eu/system/files/2023-04/edpb_guidelines_202209_personal_data_breach_notification_v2.0_en.pdf", + "used_for": "Legal, regulatory, standards, or agency reference for GDPR Article 33 Supervisory Authority Breach Notification scope and source checks." + }, + { + "label": "edpb.europa.eu \u2014 News / Edpb Meets With Eu Commissioner Mcgrath And Adopts Common Data Breach Notification Template En", + "url": "https://www.edpb.europa.eu/news/edpb-meets-with-eu-commissioner-mcgrath-and-adopts-common-data-breach-notification-template_en", + "used_for": "Legal, regulatory, standards, or agency reference for GDPR Article 33 Supervisory Authority Breach Notification scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "pdpa-data-protection-obligations", + "title": "Singapore PDPA Core Data Protection Obligations", + "description": "Evidence-grounded guidance for the core organizational data-protection obligations under Singapore's PDPA, with current-source, applicability, review, and authority controls.", + "category": "compliance", + "path": "bundles/compliance/pdpa-data-protection-obligations", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/pdpa-data-protection-obligations", + "download_url": "https://openknowledgebank.com/downloads/pdpa-data-protection-obligations.zip", + "tags": [ + "singapore-pdpa", + "data-protection", + "privacy-governance", + "accountability" + ], + "aliases": [ + "Singapore PDPA obligations", + "PDPA core obligations" + ], + "problems_solved": [ + "Verify the core organizational data-protection obligations under Singapore's PDPA applicability and current requirements", + "Prepare a reviewable pdpa obligations control review brief" + ], + "industries": [ + "Regulated organizations", + "Singapore" + ], + "tools": [], + "frameworks": [ + "Source-applicability-control-evidence review" + ], + "deliverables": [ + "PDPA Obligations Control Review Brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "Singapore PDPA Core Data Protection Obligations source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "pdpa-data-breach-notification", + "gdpr-art33-breach-notification-supervisory-authority", + "pipeda-breach-of-security-safeguards" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.pdpc.gov.sg/overview-of-pdpa/the-legislation/personal-data-protection-act/data-protection-obligations", + "https://www.pdpc.gov.sg/overview-of-pdpa/the-legislation/personal-data-protection-act", + "https://www.pdpc.gov.sg/help-and-resources/2026/01/advisory-on-common-data-protection-lapses-and-recommended-measures" + ], + "limitations": [ + "Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence.", + "This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; 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The page previews an overview, a workflow, a template, and a quality rubric; the intended output is PDPA Obligations Control Review Brief.", + "meta_description": "Free Singapore PDPA Core Data Protection Obligations Markdown bundle with workflows, source references, and pDPA Obligations Control Review Brief for use.", + "social_summary": "Singapore PDPA Core Data Protection Obligations: pDPA Obligations Control Review Brief, workflows, and.", + "download_note": "10 Markdown files \u00b7 1,718 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing Singapore PDPA Core Data Protection Obligations", + "Teams working in Regulated organizations, Singapore" + ], + "when_to_use": [ + "A Singapore PDPA Core Data Protection Obligations question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. 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quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "pipeda-personal-information-protection", + "title": "PIPEDA Fair Information Principles", + "description": "Evidence-grounded guidance for PIPEDA Part 1 fair-information principles and reasonable-purpose requirement, with current-source, applicability, review, and authority controls.", + "category": "compliance", + "path": "bundles/compliance/pipeda-personal-information-protection", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/pipeda-personal-information-protection", + "download_url": "https://openknowledgebank.com/downloads/pipeda-personal-information-protection.zip", + "tags": [ + "pipeda", + "privacy", + "fair-information-principles", + "canada" + ], + "aliases": [ + "PIPEDA fair information principles", + "PIPEDA privacy principles" + ], + "problems_solved": [ + "Verify PIPEDA Part 1 fair-information principles and reasonable-purpose requirement applicability and current requirements", + "Prepare a reviewable pipeda privacy management review brief" + ], + "industries": [ + "Regulated organizations", + "Canada" + ], + "tools": [], + "frameworks": [ + "Source-applicability-control-evidence review" + ], + "deliverables": [ + "PIPEDA Privacy Management Review Brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "PIPEDA Fair Information Principles source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [], + "adjacent_bundles": [ + "pipeda-breach-of-security-safeguards", + "pipeda-individual-access", + "pdpa-data-breach-notification" + ], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.priv.gc.ca/en/privacy-topics/privacy-laws-in-canada/the-personal-information-protection-and-electronic-documents-act-pipeda/p_principle/", + "https://laws-lois.justice.gc.ca/eng/acts/P-8.6/" + ], + "limitations": [ + "Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence.", + "This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; 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The page previews an overview, a workflow, a template, and a quality rubric; the intended output is PIPEDA Privacy Management Review Brief.", + "meta_description": "Free PIPEDA Fair Information Principles Markdown bundle with workflows, source references, and pIPEDA Privacy Management Review Brief for use with AI.", + "social_summary": "PIPEDA Fair Information Principles: pIPEDA Privacy Management Review Brief, workflows, and review.", + "download_note": "10 Markdown files \u00b7 1,652 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing PIPEDA Fair Information Principles", + "Teams working in Regulated organizations, Canada" + ], + "when_to_use": [ + "A PIPEDA Fair Information Principles question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. 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quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "pillar-3-capital-disclosures", + "title": "Pillar 3 Regulatory Capital Public Disclosures", + "description": "Evidence-grounded guidance for US banking-organization Pillar 3 public-disclosure requirements, with current-source, applicability, review, and authority controls.", + "category": "compliance", + "path": "bundles/compliance/pillar-3-capital-disclosures", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/pillar-3-capital-disclosures", + "download_url": "https://openknowledgebank.com/downloads/pillar-3-capital-disclosures.zip", + "tags": [ + "pillar-3", + "capital-disclosure", + "banking", + "prudential-regulation" + ], + "aliases": [ + "Pillar 3 disclosures", + "Regulatory capital disclosures" + ], + "problems_solved": [ + "Verify US banking-organization Pillar 3 public-disclosure requirements applicability and current requirements", + "Prepare a reviewable pillar 3 disclosure review brief" + ], + "industries": [ + "Regulated organizations", + "United States" + ], + "tools": [], + "frameworks": [ + "Source-applicability-control-evidence review" + ], + "deliverables": [ + "Pillar 3 Disclosure Review Brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "Pillar 3 Regulatory Capital Public Disclosures source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [ + "basel-iii" + ], + "adjacent_bundles": [], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.ecfr.gov/current/title-12/chapter-I/part-3/subpart-E", + "https://www.federalreserve.gov/supervisionreg/reglisting.htm" + ], + "limitations": [ + "Official sources describe general regulatory requirements; 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The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Pillar 3 Disclosure Review Brief. Start source review with Electronic Code of Federal Regulations \u2014 Part 3 / Subpart E.", + "meta_description": "Free Pillar 3 Regulatory Capital Public Disclosures Markdown bundle with workflows, source references, and pillar 3 Disclosure Review Brief for use with AI.", + "social_summary": "Pillar 3 Regulatory Capital Public Disclosures: pillar 3 Disclosure Review Brief, workflows, and review.", + "download_note": "10 Markdown files \u00b7 1,692 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing Pillar 3 Regulatory Capital Public Disclosures", + "Teams working in Regulated organizations, United States" + ], + "when_to_use": [ + "A Pillar 3 Regulatory Capital Public Disclosures question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. 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Start source review with priv.gc.ca \u2014 Privacy Breaches At Your Business / Gd Pb 201810.", + "meta_description": "Free PIPEDA Breach of Security Safeguards Regime Markdown bundle with workflows, source references, and pIPEDA Breach Decision and Notice Brief for use.", + "social_summary": "PIPEDA Breach of Security Safeguards Regime: pIPEDA Breach Decision and Notice Brief, workflows, and.", + "download_note": "10 Markdown files \u00b7 1,740 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing PIPEDA Breach of Security Safeguards Regime", + "Teams working in Regulated organizations, Canada" + ], + "when_to_use": [ + "A PIPEDA Breach of Security Safeguards Regime question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. 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Start source review with priv.gc.ca \u2014 Principles / P Access.", + "meta_description": "Free PIPEDA Individual Access and Correction Rights Markdown bundle with workflows, source references, and pIPEDA Access Request Review Brief for use with.", + "social_summary": "PIPEDA Individual Access and Correction Rights: pIPEDA Access Request Review Brief, workflows, and.", + "download_note": "10 Markdown files \u00b7 1,711 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing PIPEDA Individual Access and Correction Rights", + "Teams working in Regulated organizations, Canada" + ], + "when_to_use": [ + "A PIPEDA Individual Access and Correction Rights question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. 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Start source review with eur-lex.europa.eu \u2014 679 / Oj.", + "meta_description": "Free GDPR Article 36 Prior Consultation Markdown bundle with workflows, source references, and article 36 Prior Consultation Brief for use with AI.", + "social_summary": "GDPR Article 36 Prior Consultation: article 36 Prior Consultation Brief, workflows, and review guidance", + "download_note": "10 Markdown files \u00b7 1,701 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing GDPR Article 36 Prior Consultation", + "Teams working in Regulated organizations, European Union / EEA" + ], + "when_to_use": [ + "A GDPR Article 36 Prior Consultation question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. 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Inspect GDPR Article 36 Prior Consultation overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "GDPR Article 36 Prior Consultation overview", + "description": "Scope, evidence, and authority boundaries for GDPR Article 36 Prior Consultation.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/gdpr-art36-prior-consultation/overview.md" + }, + { + "type": "Workflow", + "title": "GDPR Article 36 Prior Consultation source-aware workflow", + "description": "Verify-first workflow for producing a reviewable Article 36 Prior Consultation Brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/gdpr-art36-prior-consultation/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "Article 36 Prior Consultation Brief", + "description": "Review-ready template for GDPR Article 36 Prior Consultation evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/gdpr-art36-prior-consultation/deliverables/gdpr-art36-prior-consultation-brief.md" + }, + { + "type": "Quality rubric", + "title": "GDPR Article 36 Prior Consultation source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/gdpr-art36-prior-consultation/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "eur-lex.europa.eu \u2014 679 / Oj", + "url": "https://eur-lex.europa.eu/eli/reg/2016/679/oj", + "used_for": "Legal, regulatory, standards, or agency reference for GDPR Article 36 Prior Consultation scope and source checks." + }, + { + "label": "edpb.europa.eu \u2014 Sme Data Protection Guide / Data Protection Impact Assessment Dpia En", + "url": "https://www.edpb.europa.eu/sme-data-protection-guide/data-protection-impact-assessment-dpia_en", + "used_for": "Legal, regulatory, standards, or agency reference for GDPR Article 36 Prior Consultation scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "gdpr-art33-2-processor-breach-alert", + "title": "GDPR Article 33(2) Processor Breach Alert", + "description": "Evidence-grounded guidance for processor notification of a personal-data breach to the controller without undue delay, with current-source, applicability, review, and authority controls.", + "category": "compliance", + "path": "bundles/compliance/gdpr-art33-2-processor-breach-alert", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/gdpr-art33-2-processor-breach-alert", + "download_url": "https://openknowledgebank.com/downloads/gdpr-art33-2-processor-breach-alert.zip", + "tags": [ + "gdpr", + "article-33", + "processor", + "breach-alert" + ], + "aliases": [ + "GDPR Article 33(2)", + "processor-to-controller breach notice" + ], + "problems_solved": [ + "Verify processor notification of a personal-data breach to the controller without undue delay applicability and current requirements", + "Prepare a reviewable processor breach alert brief" + ], + "industries": [ + "Regulated organizations", + "European Union / EEA" + ], + "tools": [], + "frameworks": [ + "Source-applicability-control-evidence review" + ], + "deliverables": [ + "Processor Breach Alert Brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "GDPR Article 33(2) Processor Breach Alert source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [ + "gdpr", + "gdpr-art28-controller-processor-contract", + "edpb-breach-notification-guidelines" + ], + "adjacent_bundles": [], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://eur-lex.europa.eu/eli/reg/2016/679/oj", + "https://www.edpb.europa.eu/system/files/2023-04/edpb_guidelines_202209_personal_data_breach_notification_v2.0_en.pdf" + ], + "limitations": [ + "Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence.", + "This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "privacy", + "security", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging GDPR Article 33(2) Processor Breach Alert questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope GDPR Article 33(2) Processor Breach Alert questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Processor Breach Alert Brief. Start source review with eur-lex.europa.eu \u2014 679 / Oj.", + "meta_description": "Free GDPR Article 33(2) Processor Breach Alert Markdown bundle with workflows, source references, and processor Breach Alert Brief for use with AI.", + "social_summary": "GDPR Article 33(2) Processor Breach Alert: processor Breach Alert Brief, workflows, and review guidance", + "download_note": "10 Markdown files \u00b7 1,737 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing GDPR Article 33(2) Processor Breach Alert", + "Teams working in Regulated organizations, European Union / EEA" + ], + "when_to_use": [ + "A GDPR Article 33(2) Processor Breach Alert question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. 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quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "irs-inurement-private-benefit", + "title": "IRC 501(c)(3) Private Inurement and Private Benefit", + "description": "Evidence-grounded guidance for private inurement, private benefit, reasonableness, and exempt-purpose controls, with current-source, applicability, review, and authority controls.", + "category": "compliance", + "path": "bundles/compliance/irs-inurement-private-benefit", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/irs-inurement-private-benefit", + "download_url": "https://openknowledgebank.com/downloads/irs-inurement-private-benefit.zip", + "tags": [ + "501c3", + "private-inurement", + "private-benefit", + "tax-exemption" + ], + "aliases": [ + "501(c)(3) inurement", + "private benefit prohibition" + ], + "problems_solved": [ + "Verify private inurement, private benefit, reasonableness, and exempt-purpose controls applicability and current requirements", + "Prepare a reviewable private benefit and inurement review brief" + ], + "industries": [ + "Regulated organizations", + "United States" + ], + "tools": [], + "frameworks": [ + "Source-applicability-control-evidence review" + ], + "deliverables": [ + "Private Benefit and Inurement Review Brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "IRC 501(c)(3) Private Inurement and Private Benefit source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [ + "irs-exemption-application-501c3" + ], + "adjacent_bundles": [], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.irs.gov/charities-non-profits/charitable-organizations/inurement-private-benefit-charitable-organizations", + "https://www.irs.gov/charities-non-profits/stay-exempt/understanding-key-topics", + "https://www.irs.gov/charities-non-profits/charitable-organizations/operational-test-internal-revenue-code-section-501c3" + ], + "limitations": [ + "Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence.", + "This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "tax", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging IRC 501(c)(3) Private Inurement and Private Benefit questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope IRC 501(c)(3) Private Inurement and Private Benefit questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Private Benefit and Inurement Review Brief.", + "meta_description": "Free IRC 501(c)(3) Private Inurement and Private Benefit Markdown bundle with workflows, source references, and private Benefit and Inurement Review Brief.", + "social_summary": "IRC 501(c)(3) Private Inurement and Private Benefit: private Benefit and Inurement Review Brief.", + "download_note": "10 Markdown files \u00b7 1,779 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing IRC 501(c)(3) Private Inurement and Private Benefit", + "Teams working in Regulated organizations, United States" + ], + "when_to_use": [ + "A IRC 501(c)(3) Private Inurement and Private Benefit question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess IRC 501(c)(3) Private Inurement and Private Benefit and draft Private Benefit and Inurement Review Brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with irs.gov \u2014 Charitable Organizations / Inurement Private Benefit Charitable Organizations, then confirm that the reference is current and applicable. 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quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "volcker-rule", + "title": "Volcker Rule Proprietary Trading and Covered Funds", + "description": "Evidence-grounded guidance for Volcker Rule proprietary-trading, covered-fund, compliance-program, and reporting controls, with current-source, applicability, review, and authority controls.", + "category": "compliance", + "path": "bundles/compliance/volcker-rule", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/volcker-rule", + "download_url": "https://openknowledgebank.com/downloads/volcker-rule.zip", + "tags": [ + "volcker-rule", + "proprietary-trading", + "covered-funds", + "banking" + ], + "aliases": [ + "12 CFR Part 44", + "proprietary trading prohibition" + ], + "problems_solved": [ + "Verify Volcker Rule proprietary-trading, covered-fund, compliance-program, and reporting controls applicability and current requirements", + "Prepare a reviewable volcker rule activity review brief" + ], + "industries": [ + "Regulated organizations", + "United States" + ], + "tools": [], + "frameworks": [ + "Source-applicability-control-evidence review" + ], + "deliverables": [ + "Volcker Rule Activity Review Brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "Volcker Rule Proprietary Trading and Covered Funds source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [ + "basel-iii" + ], + "adjacent_bundles": [], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.occ.treas.gov/topics/supervision-and-examination/capital-markets/financial-markets/trading-volcker-rule/index-trading-volcker-rule.html", + "https://www.ecfr.gov/current/title-12/chapter-I/part-44" + ], + "limitations": [ + "Official sources describe general regulatory requirements; they do not determine entity applicability, local facts, records, calculations, filings, permissions, outcomes, compliance, or authority.", + "Task-specific conclusions require current inspected evidence for the applicable official requirements and the organization's current policies, records, calculations, filings, approvals, incidents, and correspondence.", + "This bundle does not grant authority to file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision." + ], + "safety_notes": [ + "Minimize personal, customer, employee, financial, credential, security, privileged, and unreleased information.", + "Preserve prompt-supplied facts as Provided and mark missing facts Needs verification; do not invent owners, dates, versions, reviewers, or system state.", + "Require explicit confirmation from an evidenced authorized reviewer before file, submit, certify, notify, represent compliance, change controls, communicate externally, or make a regulated decision." + ], + "timestamp": "2026-08-10T00:00:00Z", + "evaluation_summary": { + "status": "blocked", + "method": "baseline-vs-okb-rubric", + "blocker": "No approved public-safe task set, matched evaluator configuration, or qualified reviewer-scored aggregate results are available.", + "evidence_note": "No measured score is claimed." + }, + "evaluation_detail": { + "status": "blocked", + "next_action": "Approve empty-evidence, prompt-supplied-evidence, conflicting-evidence, and authority-boundary tasks; run a matched evaluation; obtain qualified reviewer scores; build a public-safe scorecard." + }, + "content_risk": { + "classification": "regulated", + "domains": [ + "financial", + "legal", + "regulatory" + ], + "professional_review": { + "status": "not_reviewed", + "required_qualification": "A qualified legal or compliance professional familiar with the applicable jurisdiction and current official requirements." + } + }, + "landing_page": { + "definition": "A free, open-source set of 10 Markdown files for triaging Volcker Rule Proprietary Trading and Covered Funds questions against current sources and the facts of a specific situation.", + "summary": "Use this bundle to scope Volcker Rule Proprietary Trading and Covered Funds questions to the relevant source, case facts, and review owner; it does not provide a final legal or compliance conclusion. The page previews an overview, a workflow, a template, and a quality rubric; the intended output is Volcker Rule Activity Review Brief. Start source review with occ.treas.gov \u2014 Trading Volcker Rule / Index Trading Volcker Rule.", + "meta_description": "Free Volcker Rule Proprietary Trading and Covered Funds Markdown bundle with workflows, source references, and volcker Rule Activity Review Brief for use.", + "social_summary": "Volcker Rule Proprietary Trading and Covered Funds: volcker Rule Activity Review Brief, workflows, and.", + "download_note": "10 Markdown files \u00b7 1,713 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing Volcker Rule Proprietary Trading and Covered Funds", + "Teams working in Regulated organizations, United States" + ], + "when_to_use": [ + "A Volcker Rule Proprietary Trading and Covered Funds question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. 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Inspect Volcker Rule Proprietary Trading and Covered Funds overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "Volcker Rule Proprietary Trading and Covered Funds overview", + "description": "Scope, evidence, and authority boundaries for Volcker Rule Proprietary Trading and Covered Funds.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/volcker-rule/overview.md" + }, + { + "type": "Workflow", + "title": "Volcker Rule Proprietary Trading and Covered Funds source-aware workflow", + "description": "Verify-first workflow for producing a reviewable Volcker Rule Activity Review Brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/volcker-rule/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "Volcker Rule Activity Review Brief", + "description": "Review-ready template for Volcker Rule Proprietary Trading and Covered Funds evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/volcker-rule/deliverables/volcker-rule-brief.md" + }, + { + "type": "Quality rubric", + "title": "Volcker Rule Proprietary Trading and Covered Funds source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/volcker-rule/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "occ.treas.gov \u2014 Trading Volcker Rule / Index Trading Volcker Rule", + "url": "https://www.occ.treas.gov/topics/supervision-and-examination/capital-markets/financial-markets/trading-volcker-rule/index-trading-volcker-rule.html", + "used_for": "Legal, regulatory, standards, or agency reference for Volcker Rule Proprietary Trading and Covered Funds scope and source checks." + }, + { + "label": "Electronic Code of Federal Regulations \u2014 Chapter I / Part 44", + "url": "https://www.ecfr.gov/current/title-12/chapter-I/part-44", + "used_for": "Legal, regulatory, standards, or agency reference for Volcker Rule Proprietary Trading and Covered Funds scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } + }, + { + "id": "udaap", + "title": "Unfair, Deceptive, or Abusive Acts or Practices (UDAAP)", + "description": "Evidence-grounded guidance for CFPA UDAAP risk identification and control review, with current-source, applicability, review, and authority controls.", + "category": "compliance", + "path": "bundles/compliance/udaap", + "version": "0.1.0", + "repo": "https://github.com/salian/openknowledgebank", + "source_url": "https://github.com/salian/openknowledgebank/tree/main/bundles/compliance/udaap", + "download_url": "https://openknowledgebank.com/downloads/udaap.zip", + "tags": [ + "udaap", + "consumer-finance", + "consumer-protection", + "cfpa" + ], + "aliases": [ + "CFPA UDAAP", + "unfair deceptive abusive practices" + ], + "problems_solved": [ + "Verify CFPA UDAAP risk identification and control review applicability and current requirements", + "Prepare a reviewable udaap risk review brief" + ], + "industries": [ + "Regulated organizations", + "United States" + ], + "tools": [], + "frameworks": [ + "Source-applicability-control-evidence review" + ], + "deliverables": [ + "UDAAP Risk Review Brief" + ], + "commands": [], + "skills": [], + "evaluations": [ + "Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) source-awareness check" + ], + "trust_tier": "trusted", + "status": "beta", + "license": "CC-BY-4.0", + "related_bundles": [ + "ftc-act-section-5-udap", + "ftc-act-section-5-unfair-deceptive-practices" + ], + "adjacent_bundles": [], + "contributors": [ + "OpenKnowledgeBank" + ], + "maintainers": [ + "OpenKnowledgeBank" + ], + "standard_mappings": { + "onet_soc": [], + "soc": [], + "isco_08": [], + "esco": [] + }, + "source_urls": [ + "https://www.consumerfinance.gov/compliance/supervision-examinations/unfair-deceptive-or-abusive-acts-or-practices-udaaps-examination-procedures/", + "https://www.consumerfinance.gov/compliance/supervision-exam-manual/", + "https://www.govinfo.gov/content/pkg/COMPS-9515/pdf/COMPS-9515.pdf" + ], + "limitations": [ + "Official sources describe general regulatory requirements; 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The page previews an overview, a workflow, a template, and a quality rubric; the intended output is UDAAP Risk Review Brief.", + "meta_description": "Free Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) Markdown bundle with workflows, source references, and uDAAP Risk Review Brief for use with AI.", + "social_summary": "Unfair, Deceptive, or Abusive Acts or Practices (UDAAP): uDAAP Risk Review Brief, workflows, and review.", + "download_note": "10 Markdown files \u00b7 1,737 words \u00b7 no signup \u00b7 CC-BY-4.0", + "audiences": [ + "Compliance, legal, risk, security, operations, and product teams assessing Unfair, Deceptive, or Abusive Acts or Practices (UDAAP)", + "Teams working in Regulated organizations, United States" + ], + "when_to_use": [ + "A Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) question needs to be scoped to the correct rule, guidance, regulator, date, and affected entity.", + "A draft conclusion needs its stated facts, missing evidence, source citations, and professional-review handoff checked." + ], + "required_inputs": [ + "The jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer.", + "Current official sources plus the policies, contracts, records, system evidence, and missing facts relevant to the situation." + ], + "agent_use_example": "Provide the jurisdiction, entity and relationship facts, applicable dates, exact question, and accountable professional reviewer. Ask the agent to assess Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) and draft UDAAP Risk Review Brief that separates stated facts, assumptions, missing evidence, relevant source sections, and actions requiring professional approval. Begin with consumerfinance.gov \u2014 Supervision Examinations / Unfair Deceptive Or Abusive Acts Or Practices Udaaps Examination Procedures, then confirm that the reference is current and applicable. Inspect Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) overview before drafting.", + "not_for": [ + "Final legal or compliance conclusions, filings, notices, or operational changes without current source review and accountable professional approval." + ], + "featured_contents": [ + { + "type": "Overview", + "title": "Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) overview", + "description": "Scope, evidence, and authority boundaries for Unfair, Deceptive, or Abusive Acts or Practices (UDAAP).", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/udaap/overview.md" + }, + { + "type": "Workflow", + "title": "Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) source-aware workflow", + "description": "Verify-first workflow for producing a reviewable UDAAP Risk Review Brief.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/udaap/workflows/source-aware-workflow.md" + }, + { + "type": "Template", + "title": "UDAAP Risk Review Brief", + "description": "Review-ready template for Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) evidence, decisions, validation, and controlled next actions.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/udaap/deliverables/udaap-brief.md" + }, + { + "type": "Quality rubric", + "title": "Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) source-awareness check", + "description": "Tests evidence integrity, source applicability, conflict handling, task specificity, and authority boundaries.", + "url": "https://github.com/salian/openknowledgebank/blob/main/bundles/compliance/udaap/evaluations/source-awareness-check.md" + } + ], + "source_notes": [ + { + "label": "consumerfinance.gov \u2014 Supervision Examinations / Unfair Deceptive Or Abusive Acts Or Practices Udaaps Examination Procedures", + "url": "https://www.consumerfinance.gov/compliance/supervision-examinations/unfair-deceptive-or-abusive-acts-or-practices-udaaps-examination-procedures/", + "used_for": "Legal, regulatory, standards, or agency reference for Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) scope and source checks." + }, + { + "label": "consumerfinance.gov \u2014 Compliance / Supervision Exam Manual", + "url": "https://www.consumerfinance.gov/compliance/supervision-exam-manual/", + "used_for": "Legal, regulatory, standards, or agency reference for Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) scope and source checks." + }, + { + "label": "govinfo.gov \u2014 Pdf / COMPS 9515", + "url": "https://www.govinfo.gov/content/pkg/COMPS-9515/pdf/COMPS-9515.pdf", + "used_for": "Legal, regulatory, standards, or agency reference for Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) scope and source checks." + } + ] + }, + "indexing": { + "disposition": "index-ready", + "reviewed_by": "OpenKnowledgeBank source-derived review", + "reviewed_at": "2026-08-10", + "notes": "Landing content derived from the bundle's registry metadata and published Markdown files; quantitative private evaluation claims remain unpublished.", + "content_standard": "bundle-page-v1" + } } ] }