// ═══════════════════════════════════════════════════════════════════ // WORKFLOW TEMPLATE — WFT-v2 (platform canonical · source of truth) // The universal three-phase pipeline every class runs, plus each class's // phase-02 research branch. PROJECT WORKFLOWS INSTANTIATE THIS TEMPLATE // (WorkflowPage reads window.WORKFLOW_TEMPLATE; it never defines its own). // Card→step coverage is DERIVED from the Report Schema — not duplicated. // ═══════════════════════════════════════════════════════════════════ (function () { const RS = window.REPORT_SCHEMA; const PHASES = [ { n: "01", name: "Parse & Comprehend", goal: "turn uploaded artifacts into a sourced Knowledge Base and a typed Knowledge Graph", steps: [ { id: "parse", name: "Parse documents", agent: "parser-1", desc: "OCR + structure recovery over every artifact in the Registry — text, tables, defined terms." }, { id: "extract", name: "Extract datapoints", agent: "extractor-1", desc: "Typed memory keys with value, source and confidence — every datapoint cites exactly one artifact." }, { id: "kb", name: "Build Knowledge Base", agent: "librarian-1", desc: "Dedupe, then classify every fact against the canonical datapoint register — 268 datapoints across four tiers, each typed and evidenced." }, { id: "kg", name: "Build Knowledge Graph", agent: "librarian-1", desc: "Entities and relationships typed to the ontology — Issuer → Project → Asset → Offering, bound by controlled vocabularies." }, { id: "entity", name: "Build Entity Registry", agent: "librarian-1", desc: "Resolve the typed graph nodes into the Entity Registry — the deal objects (Company · Project · Asset · Offering) as queryable, deduplicated records." }, ], }, { n: "02", name: "Deep Research", goal: "check the knowledge against the outside world before anything is written", steps: [ { id: "background", name: "Entity background", agent: "research-1", desc: "Registries, EDGAR, KYB, sanctions and adverse media on every entity in the graph." }, { id: "crosscheck", name: "Fact cross-checks", agent: "verifier-1", desc: "Material claims checked against external sources — disagreements land in the contradiction register." }, { id: "market", name: "Market research", agent: "research-2", desc: "TAM, comparables and the regulatory landscape — classed assumption / hypothesis until evidence lands." }, { id: "gaps", name: "Gap analysis", agent: "verifier-1", desc: "Synthesize the open evidence gaps from background, cross-checks and market research — each gap names the document that closes it (Report Schema RS-07)." }, ], }, { n: "03", name: "Build Intelligence Report", goal: "compose each delivered report from the Knowledge Base, gate on a human, publish versioned", steps: [ { id: "compose_brief", name: "Compose Executive Brief", agent: "composer-1", composes: ["G1"], desc: "Verdict, thesis, top findings, strengths/asks and the risk register — plus the change digest vs the last version. Generated from the Knowledge Base; nothing free-written." }, { id: "compose_passport", name: "Compose Product Passport", agent: "composer-1", composes: ["G2", "G3", "G4"], desc: "The class-specific subject, instrument and model — the pricing, revenue, market and technology registries assembled for this asset class from the typed datapoints." }, { id: "compose_intel", name: "Compose Intelligence Report", agent: "composer-1", composes: ["G5", "G7", "G9"], desc: "Verification, contradictions and open evidence gaps; the structural-relations read off the typed graph (load-bearing & at-risk edges); and the citation registry with source reliability, version lineage and page/section locators." }, { id: "compose_strategic", name: "Compose Strategic Review", agent: "composer-1", composes: ["G6", "G8"], desc: "Readiness gates and ranked actions, plus the opportunity register — the forward upside, each item scored for confidence and strategic impact." }, { id: "review", name: "Human review", agent: "human gate", gate: true, desc: "Analyst validates the schema-coverage matrix below — every required card filled or explicitly gapped — and signs off on the named gaps. Nothing publishes with a missing card." }, { id: "publish", name: "Publish", agent: "system", desc: "Versioned into the Document Library and rendered live on the Intelligence page." }, ], }, ]; const STEP_ARTIFACT = { parse: { id: "WF-01", name: "Parsed Corpus", from: "registry artifacts" }, extract: { id: "WF-02", name: "Datapoint Set", from: "WF-01" }, kb: { id: "WF-03", name: "Knowledge Base", from: "WF-02 · classified V/P/A/H/Q/U", to: "kb" }, kg: { id: "WF-04", name: "Entity Graph", from: "WF-03 · typed to ontology", to: "graph" }, entity: { id: "WF-04b", name: "Entity Registry", from: "WF-04 · graph nodes as typed deal objects", to: "entity" }, background: { id: "WF-05", name: "Background Memos", from: "WF-04 + external registries" }, crosscheck: { id: "WF-06", name: "Verification Ledger", from: "WF-03 + public sources" }, market: { id: "WF-07", name: "Market Research Memo", from: "WF-03 + web research" }, gaps: { id: "WF-08", name: "Evidence Gap Register", from: "WF-05 + WF-06 + WF-07" }, compose_brief: { id: "WF-09a", name: "Executive Brief draft", from: "WF-03 … WF-08 · verdict & thesis", to: "report" }, compose_passport: { id: "WF-09b", name: "Product Passport draft", from: "WF-02 … WF-07 · class sections", to: "report" }, compose_intel: { id: "WF-09c", name: "Intelligence Report draft", from: "WF-05 … WF-08 · diligence & sources", to: "report" }, compose_strategic: { id: "WF-09d", name: "Strategic Review draft", from: "WF-08 + KB · gates · actions · opps", to: "report" }, review: { id: "WF-10", name: "Sign-off Record", from: "WF-09 · section completeness validated" }, publish: { id: "WF-11", name: "Published Report", from: "WF-09 + WF-10 · versioned", to: "library" }, }; const RESEARCH = { realEstate: [ { id: "re_title", name: "Title & entitlement check", agent: "research-3", step: "background", desc: "Land control, title, zoning and entitlement status verified against county and planning records." }, { id: "re_env", name: "Environmental site assessment", agent: "research-1", step: "background", desc: "Phase I ESA and contamination / flood / seismic exposure reviewed against site records." }, { id: "re_lease", name: "Rent roll & tenant verification", agent: "verifier-1", step: "crosscheck", desc: "Rent roll, lease terms and WALT confirmed against executed leases and tenant credit." }, { id: "re_appraisal", name: "Appraisal & comparables", agent: "research-2", step: "market", desc: "Independent valuation and recent comparable sales / cap-rate evidence for the asset and submarket." }, ], equity: [ { id: "oc_corp", name: "Corporate & cap-table diligence", agent: "research-3", step: "background", desc: "Incorporation, cap table, IP assignment and prior-financing terms confirmed against filings." }, { id: "oc_ip", name: "IP & technology verification", agent: "verifier-1", step: "crosscheck", desc: "Ownership of core IP and product claims verified against registrations and technical review." }, { id: "oc_customer", name: "Customer & reference checks", agent: "research-2", step: "market", desc: "Pipeline, retention and reference calls validating the traction narrative." }, ], credit: [ { id: "pc_borrower", name: "Borrower credit & payment history", agent: "research-3", step: "background", desc: "Borrower financial condition, leverage and payment / default history verified against filings and bureaus." }, { id: "pc_recovery", name: "Covenant & recovery analysis", agent: "verifier-1", step: "crosscheck", desc: "Covenant headroom and recovery / loss-given-default under the stress case." }, { id: "pc_collateral", name: "Collateral valuation & lien check", agent: "research-2", step: "market", desc: "Independent valuation and lien perfection across the collateral package." }, ], fund: [ { id: "fd_track", name: "Track-record audit", agent: "research-3", step: "background", desc: "Realized & unrealized performance reconstructed and reconciled to administrator statements." }, { id: "fd_nav", name: "Portfolio mark / NAV check", agent: "verifier-1", step: "crosscheck", desc: "Current holdings and marks verified against the administrator and the stated valuation policy." }, { id: "fd_refs", name: "Reference & LP checks", agent: "research-2", step: "market", desc: "GP background and LP reference calls across prior vintages." }, ], commodity: [ { id: "cm_resource", name: "Reserve & resource certification", agent: "research-3", step: "background", desc: "Independent reserve / resource certification (competent person) and extraction-licence verification." }, { id: "cm_env", name: "Environmental & decommissioning liability", agent: "research-1", step: "background", desc: "ESG compliance, permits and end-of-life / decommissioning obligations assessed against the operator." }, { id: "cm_operator", name: "Operator & offtake check", agent: "verifier-1", step: "crosscheck", desc: "Operator track record and supply / offtake contracts verified with counterparties." }, { id: "cm_price", name: "Price deck & hedging review", agent: "research-2", step: "market", desc: "Forward price deck benchmarked to forward curves; hedging and basis risk reviewed." }, ], infrastructure: [ { id: "in_availability", name: "Capacity & availability audit", agent: "research-3", step: "background", desc: "Independent engineering certification of capacity and historical availability / performance." }, { id: "in_regulatory", name: "Regulatory & interconnection review", agent: "research-1", step: "background", desc: "FERC / PUC / ISO interconnection, permits and rate exposure reviewed against the regime." }, { id: "in_offtake", name: "Offtake / PPA & counterparty credit", agent: "verifier-1", step: "crosscheck", desc: "PPA / offtake tenor and counterparty credit verified against the executed contracts." }, { id: "in_tariff", name: "Tariff & merchant-exposure benchmark", agent: "research-2", step: "market", desc: "Contracted vs merchant revenue and tariff benchmarked to comparable assets." }, ], collectible: [ { id: "co_authenticity", name: "Authentication & attribution", agent: "research-3", step: "background", desc: "Authenticity and attribution verified by a recognised authority / catalogue raisonné." }, { id: "co_condition", name: "Condition & conservation report", agent: "research-1", step: "background", desc: "Independent condition grading, restoration history and conservation needs." }, { id: "co_provenance", name: "Provenance & title chain", agent: "verifier-1", step: "crosscheck", desc: "Unbroken ownership history and clear title verified against registries and prior sales." }, { id: "co_comps", name: "Appraisal & comparables", agent: "research-2", step: "market", desc: "Independent appraisal and comparable auction / private-sale records." }, ], }; // ── helpers ──────────────────────────────────────────────────────── const branchFor = (classId) => RESEARCH[classId] || []; // per (class, step) → the report cards that step fills, derived from the // Report Schema (the source of truth for report cards). No duplication. const cardsByStep = (classId) => { const out = {}; ((RS && RS.groupsForClass && RS.groupsForClass(classId)) || []).forEach((g) => g.subs.forEach((sub) => sub.cards.forEach(([type, def, step]) => { (out[step] = out[step] || []).push({ group: g.label, classSpecific: !!g.classSpecific, type, def }); }))); return out; }; const researchByStep = (classId) => { const out = {}; branchFor(classId).forEach((r) => { (out[r.step] = out[r.step] || []).push(r); }); return out; }; const STEP_LABEL = { parse: "01 · Parse", extract: "01 · Extract", kb: "01 · Knowledge Base", kg: "01 · Knowledge Graph", entity: "01 · Entity Registry", background: "02 · Background", crosscheck: "02 · Cross-check", market: "02 · Market", gaps: "02 · Gaps", compose: "03 · Compose", compose_brief: "03 · Executive Brief", compose_passport: "03 · Product Passport", compose_intel: "03 · Intelligence Report", compose_strategic: "03 · Strategic Review", review: "03 · Review", publish: "03 · Publish" }; window.WORKFLOW_TEMPLATE = { id: "WFT-v2", PHASES, STEP_ARTIFACT, RESEARCH, branchFor, cardsByStep, researchByStep, STEP_LABEL }; // ═══ platform page: the canonical templates ═══════════════════════ function WorkflowTemplatesPage({ proj, go }) { const RSx = window.REPORT_SCHEMA; const CLASSES = (window.ONTOLOGY && window.ONTOLOGY.ASSET_CLASSES) || []; const AClass = window.AssetClass; const def = (proj && AClass) ? AClass.of(proj) : (CLASSES[0] && CLASSES[0].id); const [sel, setSel] = React.useState(def); const cls = CLASSES.find((c) => c.id === sel) || CLASSES[0]; const projs = ((window.INTEL && window.INTEL.PROJECTS) || []).filter((p) => AClass && AClass.of(p) === (cls && cls.id)); const cbs = cardsByStep(cls.id); const totalSteps = PHASES.reduce((n, p) => n + p.steps.length, 0); const mono = (s, x) => {s}; const linkBtn = { border: "1px solid var(--accent-bd)", background: "var(--accent-bg)", color: "var(--accent-lo)", borderRadius: "var(--r-1)", padding: "4px 9px", cursor: "pointer", fontFamily: "var(--mono)", fontSize: "8.5px", fontWeight: 600, letterSpacing: "0.06em", textTransform: "uppercase" }; return (
{mono("WFT-v2 · 3 phases · " + totalSteps + " steps", { display: "block", marginBottom: 4, color: "var(--accent-lo)" })} {mono(CLASSES.length + " class branches")}
}> Universal Pipeline
{PHASES.map((p) => (
{p.n} {p.name} {p.goal}
{p.steps.map((s, i) => { const art = STEP_ARTIFACT[s.id]; return (
{s.name} {s.gate && gate}
{s.desc} {art && ⧉ {art.id} · {art.name}} {s.agent}
); })}
))}
Build Chain — step to report
{[["Workflow Step", "fills from KB", "var(--ink-4)"], ["Card", "the leaf archetype", "var(--accent)"], ["Section", "sub-section", "var(--accent)"], ["Group · RS", "G1–G9", "var(--ink-4)"], ["Report", "by cadence", "var(--ink)"]].map(([label, sub, col], i) => ( {i > 0 && →} {label} {sub} ))}

Below: the inverse, derived from the Report Schema (RPT-v3) — step → the RS sections it emits.

{(() => { const SECS = (RSx && RSx.SECTIONS) || []; const ORDER = ["parse", "extract", "kb", "kg", "entity", "background", "crosscheck", "market", "gaps", "compose", "review", "publish"]; const rows = ORDER.map((st) => [st, SECS.filter((s) => s.step === st)]).filter(([, ss]) => ss.length); return (
{["Workflow step", "Emits sections (RS)"].map((h) => (
{h}
))} {rows.map(([st, ss]) => (
{STEP_LABEL[st] || st}
{ss.map((s) => ( {s.id} ))}
))}
); })()}
Per-class Specialization
{CLASSES.map((c, i) => ( ))}
{cls.glyph} {cls.name} phase-02 research branch · {branchFor(cls.id).length} tasks
{branchFor(cls.id).map((r) => (
{r.name} {STEP_LABEL[r.step] || r.step} {r.agent}

{r.desc}

))}
What each step must produce for {cls.name} — the report cards — is owned by the Report Schema, not this template. Every card names the step that fills it; the run validates coverage against it.
Instantiated By
{projs.length ? projs.map((p) => ( {p.name} instance )) : No project bound to this class yet — template available.}

WFT-v2 is the single source of truth for the pipeline. Project workflows read it and add run state; the per-class report cards above are derived from the Report Schema (RPT-v3). Editing the template propagates to every project workflow that instantiates it.

); } window.WorkflowTemplatesPage = WorkflowTemplatesPage; })();