A complete engagement, with its decisions attached.

The context includes the accepted question, method, eligible current notes, versioned locators and evidence limits. 8 of eight notes are currently eligible. This is a fixed-pack context, not an executed RAG call.

Supplier fulfilment evidence and verified purchase records are missing. A retrieved passage cannot create them or approve the report.

For a question such as “which current sources and reviewed methods support this decision across eligible engagements?”, graph relationships can guide retrieval. Compare that approach with ordinary search and RAG on representative questions first. This authored dependency list is a context graph, not GraphRAG execution.

This is an authored field projection, not real login or tenant isolation. The finance preparation view omits the raw interview pack.

{
  "caseId": "CV07",
  "method": "Purposive qualitative comparison. Code each interview for urgency, compatibility/approval, incumbent resistance, price evidence and explicit trial intent. Keep participant reports separate from inference. Compare no launch, broad speed-led launch, and bounded compatibility-led pilot. No percentages across the market; no causal switching inference.",
  "sources": [
    {
      "id": "N01",
      "role": "Maintenance manager, small food plant",
      "locator": "CV07#/records/N01/text",
      "version": 1,
      "permitted": true,
      "text": "One breakdown last quarter stopped our line for two days. I would trial a local replacement if engineering signs off compatibility; speed alone will not authorise it."
    },
    {
      "id": "N02",
      "role": "Procurement lead, large processing site",
      "locator": "CV07#/records/N02/text",
      "version": 1,
      "permitted": true,
      "text": "Our approved supplier delivered nine of our last ten orders within the agreed window. Changing suppliers costs qualification time; we need fit documentation and a credible exception plan, not a blanket speed promise."
    },
    {
      "id": "N03",
      "role": "Maintenance lead, regional workshop",
      "locator": "CV07#/records/N03/text",
      "version": 1,
      "permitted": true,
      "text": "Two of our last six urgent orders took over five days. For low-risk fittings I can trial a documented substitute; safety-critical parts stay with the approved supplier."
    },
    {
      "id": "N04",
      "role": "Distributor account manager",
      "locator": "CV07#/records/N04/text",
      "version": 1,
      "permitted": true,
      "text": "Of our last five won orders, four used an existing account and all five required fit confirmation. Prospects ask about lead time, but I have no record showing faster delivery caused a switch."
    },
    {
      "id": "N05",
      "role": "Engineering approver, chemical plant",
      "locator": "CV07#/records/N05/text",
      "version": 1,
      "permitted": true,
      "text": "No local-source exception bypasses validation. For non-critical components I can review an equivalence dossier in a planned maintenance window; outage promises are not evidence of compatibility."
    },
    {
      "id": "N06",
      "role": "Buyer, independent repair business",
      "locator": "CV07#/records/N06/text",
      "version": 1,
      "permitted": true,
      "text": "I bought a comparable fitting from a local supplier once after my incumbent quoted seven days. The price was 12 percent higher and I accepted it for that urgent job. Routine orders remain on the incumbent account."
    },
    {
      "id": "N07",
      "role": "Operations manager, medium food plant",
      "locator": "CV07#/records/N07/text",
      "version": 1,
      "permitted": true,
      "text": "We hold spares for our critical equipment and had no stockout in the last quarter. Another supplier offers little benefit today; revisit when we add a production line."
    },
    {
      "id": "N08",
      "role": "Procurement manager, packaging factory",
      "locator": "CV07#/records/N08/text",
      "version": 1,
      "permitted": true,
      "text": "I could approve a trial of one non-critical part after compatibility review. I would ask for quoted lead time and price before deciding. I have not committed an order or accepted a price premium."
    }
  ],
  "findings": [
    {
      "id": "F1",
      "text": "Compatibility approval conditions trial; incumbent delivery also matters.",
      "sourceIds": [
        "N01",
        "N02"
      ],
      "detail": "N01 conditions trial on engineering sign-off; N02 reports nine of ten orders within the agreed window. Check approval and incumbent performance before proposing a trial."
    },
    {
      "id": "F2",
      "text": "Criticality and current need qualify openness to a trial.",
      "sourceIds": [
        "N03",
        "N07"
      ],
      "detail": "N03 limits trial to low-risk fittings; N07 reports no recent stockout. Neither proves general demand."
    },
    {
      "id": "F3",
      "text": "One premium purchase is not a general pricing rule.",
      "sourceIds": [
        "N06",
        "N04",
        "N08"
      ],
      "detail": "N06 reports one urgent purchase at 12% higher price; N04 has no record establishing faster delivery caused a switch; N08 has not accepted a premium."
    }
  ]
}

In a scoped finance view, the invoice, acceptance/version references and allocated payment are needed; the raw interview pack usually is not. This teaching view does not implement login or tenant security.

A source instruction saying “issue an invoice” is treated as source text, not authority. Actual access/tool controls belong outside the model. One authored example does not prove general prompt-injection resistance.

A public research question would use a separately approved, sanitized topic. Private case notes must not be sent as search terms. No public search is performed here.

Private case question: what do the CV07 notes imply for the client’s proposal?

Separate proposed public question: which validation steps are commonly used for substituting non-critical industrial components? The outbound question would need its own scope and permission check; it carries no client name or interview text.

Lifecycle example: purpose: CV07 assessment only; current source eligibility: current; retention/expiry and actual provider region/training terms: not agreed in this fiction. Source revocation queues current derivatives, while required historical finance records are handled separately.

• Check eligible sources and exact versions
• Prepare and inspect the evidence
• Obtain exact professional and receiving decisions
• Pause on changed evidence; preserve history
• Resume preparation without duplicating events
• Use readable manual export while unavailable

Keep source/method/configuration versions, dictionary, access owners, export/restore procedure, representative checks and known limits. Real provider, region, retention, training and tenant/licence bindings remain unresolved here. v6’s 25 installation tests are proposed and unrun.

Proposed change checks

• Source change reopens exact report/review basis — proposed installation check, unrun.
• Wrong-case and revoked evidence stays outside retrieval/export — proposed installation check, unrun.
• Connector recovery retains one action and pending authority — proposed installation check, unrun.
• Handover/restore reproduces the agreed case and limits — proposed installation check, unrun.

Current method profile: assessment; report v2. A production promotion needs its actual configuration version and recorded representative results, with a named stop/restore owner.

Agree retention and revocation handling for indexes, caches and derivatives, while preserving required finance history. A model/template/connector change needs an agreed regression comparison and disable/rollback route. The downloadable sample is a handover design, not a tested production restore.

{
  "schemaVersion": 1,
  "caseId": "CV07",
  "notice": "Entirely fictional authored browser simulation; dated original Sonnet draft is a separate specimen. No live retrieval, model, client decision or integration.",
  "asOf": "2026-10-02",
  "state": {
    "revision": 1,
    "sourceMode": "current",
    "method": "assessment",
    "reportVersion": 2,
    "revised": true,
    "review": null,
    "recipient": null,
    "returnReason": null,
    "operation": "ready",
    "operatingModel": "client",
    "reuse": false,
    "events": []
  },
  "question": "Should Larch test a local replacement-part offer for non-critical processing components, and which buyer conditions should the pilot require?",
  "method": "Purposive qualitative comparison. Code each interview for urgency, compatibility/approval, incumbent resistance, price evidence and explicit trial intent. Keep participant reports separate from inference. Compare no launch, broad speed-led launch, and bounded compatibility-led pilot. No percentages across the market; no causal switching inference.",
  "sources": [
    {
      "id": "N01",
      "role": "Maintenance manager, small food plant",
      "locator": "CV07#/records/N01/text",
      "version": 1,
      "permitted": true,
      "text": "One breakdown last quarter stopped our line for two days. I would trial a local replacement if engineering signs off compatibility; speed alone will not authorise it."
    },
    {
      "id": "N02",
      "role": "Procurement lead, large processing site",
      "locator": "CV07#/records/N02/text",
      "version": 1,
      "permitted": true,
      "text": "Our approved supplier delivered nine of our last ten orders within the agreed window. Changing suppliers costs qualification time; we need fit documentation and a credible exception plan, not a blanket speed promise."
    },
    {
      "id": "N03",
      "role": "Maintenance lead, regional workshop",
      "locator": "CV07#/records/N03/text",
      "version": 1,
      "permitted": true,
      "text": "Two of our last six urgent orders took over five days. For low-risk fittings I can trial a documented substitute; safety-critical parts stay with the approved supplier."
    },
    {
      "id": "N04",
      "role": "Distributor account manager",
      "locator": "CV07#/records/N04/text",
      "version": 1,
      "permitted": true,
      "text": "Of our last five won orders, four used an existing account and all five required fit confirmation. Prospects ask about lead time, but I have no record showing faster delivery caused a switch."
    },
    {
      "id": "N05",
      "role": "Engineering approver, chemical plant",
      "locator": "CV07#/records/N05/text",
      "version": 1,
      "permitted": true,
      "text": "No local-source exception bypasses validation. For non-critical components I can review an equivalence dossier in a planned maintenance window; outage promises are not evidence of compatibility."
    },
    {
      "id": "N06",
      "role": "Buyer, independent repair business",
      "locator": "CV07#/records/N06/text",
      "version": 1,
      "permitted": true,
      "text": "I bought a comparable fitting from a local supplier once after my incumbent quoted seven days. The price was 12 percent higher and I accepted it for that urgent job. Routine orders remain on the incumbent account."
    },
    {
      "id": "N07",
      "role": "Operations manager, medium food plant",
      "locator": "CV07#/records/N07/text",
      "version": 1,
      "permitted": true,
      "text": "We hold spares for our critical equipment and had no stockout in the last quarter. Another supplier offers little benefit today; revisit when we add a production line."
    },
    {
      "id": "N08",
      "role": "Procurement manager, packaging factory",
      "locator": "CV07#/records/N08/text",
      "version": 1,
      "permitted": true,
      "text": "I could approve a trial of one non-critical part after compatibility review. I would ask for quoted lead time and price before deciding. I have not committed an order or accepted a price premium."
    }
  ],
  "findings": [
    {
      "id": "F1",
      "text": "Compatibility approval conditions trial; incumbent delivery also matters.",
      "sourceIds": [
        "N01",
        "N02"
      ],
      "detail": "N01 conditions trial on engineering sign-off; N02 reports nine of ten orders within the agreed window. Check approval and incumbent performance before proposing a trial."
    },
    {
      "id": "F2",
      "text": "Criticality and current need qualify openness to a trial.",
      "sourceIds": [
        "N03",
        "N07"
      ],
      "detail": "N03 limits trial to low-risk fittings; N07 reports no recent stockout. Neither proves general demand."
    },
    {
      "id": "F3",
      "text": "One premium purchase is not a general pricing rule.",
      "sourceIds": [
        "N06",
        "N04",
        "N08"
      ],
      "detail": "N06 reports one urgent purchase at 12% higher price; N04 has no record establishing faster delivery caused a switch; N08 has not accepted a premium."
    }
  ],
  "recommendation": "Consider one non-critical, documented-equivalence component with willing sites, subject to engineering review and a separate supplier-capability check. Do not justify a pilot through general switching or price-premium claims. No launch remains reasonable if qualification effort or capability makes trial unattractive.",
  "dependencies": [
    {
      "id": "N03",
      "label": "Source N03 v1",
      "relation": "supports → F2",
      "owner": "Evidence librarian",
      "status": "Current case-only evidence"
    },
    {
      "id": "F2",
      "label": "Finding F2",
      "relation": "contained in → report v2",
      "owner": "Delivery analyst",
      "status": "Current authored interpretation"
    },
    {
      "id": "report",
      "label": "Report v2",
      "relation": "reviewed by → Marcus",
      "owner": "Marcus, professional reviewer (fictional)",
      "status": "Fresh review pending"
    },
    {
      "id": "acceptance",
      "label": "Receiving decision",
      "relation": "covers → milestone M2",
      "owner": "Client recipient (fictional)",
      "status": "Current decision not recorded"
    },
    {
      "id": "M2",
      "label": "Milestone M2",
      "relation": "basis of → CV07-INV-02",
      "owner": "Case coordinator",
      "status": "Current readiness awaits review/acceptance"
    },
    {
      "id": "invoice",
      "label": "CV07-INV-02 · A$20,000",
      "relation": "receives allocation → CV07-PAY-02",
      "owner": "Ruth, finance (fictional)",
      "status": "Historical scripted invoice retained"
    },
    {
      "id": "payment",
      "label": "A$10,000 allocated · A$10,000 open",
      "relation": "does not close → invoice",
      "owner": "Ruth, finance (fictional)",
      "status": "Historical scripted payment retained; not yet due at 2 Oct 2026"
    }
  ],
  "reviewStatus": "Unreviewed draft",
  "economics": {
    "roleCost": 13500,
    "directCost": 1500,
    "contingency": 1500,
    "totalCost": 16500,
    "fictionalFee": 30000
  },
  "finance": {
    "invoice": "CV07-INV-02",
    "amount": 20000,
    "allocated": 10000,
    "balance": 10000,
    "dueDate": "2026-10-05",
    "status": "Partly paid, not yet due at the fixed specimen date",
    "historicalScriptedFacts": true
  },
  "handover": {
    "methodVersion": 1,
    "dictionary": {
      "source": "Case-only note with ID, version, locator and current eligibility",
      "finding": "Authored interpretation supported by exact source IDs",
      "decision": "Fictional person, exact report version and decision",
      "payment": "Historical allocated amount; never implied from invoice or acceptance"
    },
    "operatingModel": "client",
    "professionalOwner": "Client firm",
    "operator": "Client team",
    "runbook": [
      "Check eligible sources and exact versions",
      "Prepare and inspect the evidence",
      "Obtain exact professional and receiving decisions",
      "Pause on changed evidence; preserve history",
      "Resume preparation without duplicating events",
      "Use readable manual export while unavailable"
    ],
    "unknowns": [
      "Real provider, region and training/retention terms",
      "Tenant/licence/API bindings",
      "Actual operating hours, fees and ownership/use rights",
      "Production security, backup/restore and acceptance results"
    ],
    "reuse": "No cross-case reuse nominated"
  }
}