Published Contracts

Deal Flow, Present, Inbox, Accounting and every other app read these contracts only. Internal execution tables are never exposed.

transaction.summary

v1.0.0

consumers

Deal FlowPresentAccounting

fields

transaction_id · address · state · playbook · target_close · updated_at

{
  "transaction_id": "TC-4417",
  "address": "1428 Larkspur Ave",
  "state": "Title Review",
  "playbook": "PB-SUBTO",
  "target_close": "2026-08-21"
}

transaction.closing_readiness

v1.0.0

consumers

Deal FlowPresentAssistant

fields

transaction_id · verdict · confidence · blocking_count · evaluated_at

{
  "transaction_id": "TC-4417",
  "verdict": "BLOCKED",
  "confidence": 0.62,
  "blocking_count": 2
}

transaction.health

v1.0.0

consumers

AssistantPresent

fields

transaction_id · overall · closing_confidence · trend

{
  "transaction_id": "TC-4402",
  "overall": 81,
  "closing_confidence": 0.78
}

transaction.exception_summary

v1.1.0

consumers

AssistantInbox

fields

transaction_id · open_count · max_severity · categories

{
  "transaction_id": "TC-4417",
  "open_count": 3,
  "max_severity": "Critical"
}

transaction.party_status

v1.0.0

consumers

InboxAssistant

fields

transaction_id · role · status · waiting_on · approval

{
  "transaction_id": "TC-4417",
  "role": "Lender",
  "status": "unresponsive",
  "waiting_on": "Payoff refresh"
}

transaction.timeline_summary

v1.0.0

consumers

PresentAccounting

fields

transaction_id · milestones · last_event_at

{
  "transaction_id": "TC-4390",
  "milestones": 7,
  "last_event_at": "2026-08-07T09:05:00Z"
}

Operational intelligence contracts

Phase 4

transaction.operations_summary

v1.0.0

consumers

AssistantPresent

fields

active · blocked · closing_this_week · waiting_on

{
  "active": 12,
  "blocked": 3,
  "closing_this_week": 4,
  "waiting_on": {
    "lender": 2,
    "title": 3
  }
}

transaction.exception_summary

v1.0.0

consumers

Assistant

fields

category · frequency · avg_resolution_days · preventability

{
  "category": "Payoff expiration",
  "frequency": 14,
  "avg_resolution_days": 2.4,
  "preventability": 0.88
}

transaction.closing_summary

v1.0.0

consumers

AssistantAccounting

fields

scheduled · delayed · avg_delay_days · success_rate

{
  "scheduled": 41,
  "delayed": 7,
  "avg_delay_days": 2.6,
  "success_rate": 0.93
}

transaction.readiness_summary

v1.0.0

consumers

Assistant

fields

slice · predicted_ready · actual_ready · false_positive

{
  "slice": "Curative",
  "predicted_ready": 0.71,
  "actual_ready": 0.62,
  "false_positive": 14
}

transaction.performance_summary

v1.0.0

consumers

AssistantPresent

fields

avg_days_to_close · autonomous_task_rate · document_completion_rate

{
  "avg_days_to_close": 28.4,
  "autonomous_task_rate": 0.78,
  "document_completion_rate": 0.96
}

transaction.capacity_summary

v1.0.0

consumers

Assistant

fields

coordinator_workload · bot_capacity · approval_queue · confidence

{
  "coordinator_workload": 9.1,
  "bot_capacity": 0.62,
  "approval_queue": 17,
  "confidence": 0.84
}

transaction.replay_summary

v1.0.0

consumers

Assistant

fields

cohort · files · avg_days · evidence_coverage

{
  "cohort": "Delayed closings",
  "files": 7,
  "avg_days": 36.8,
  "evidence_coverage": 0.82
}

transaction.portfolio_summary

v1.0.0

consumers

AssistantPresent

fields

open · expected_closings_30d · risk_distribution · confidence

{
  "open": 12,
  "expected_closings_30d": 9,
  "risk_distribution": {
    "low": 5,
    "critical": 1
  },
  "confidence": 0.87
}

Portfolio & coordinator intelligence contracts

Phase 5

tc.portfolio.v1

v1.0.0

consumers

AssistantPresent

fields

portfolio_health · open · velocity_days_per_stage · coverage · confidence

{
  "portfolio_health": 78,
  "open": 38,
  "velocity_days_per_stage": 4.6,
  "coverage": 0.87,
  "confidence": 0.83
}

tc.coordinator_intelligence.v1

v1.0.0

consumers

Assistant

fields

team · open · avg_days_to_close · exception_rate · workload · capacity · confidence

{
  "team": "Creative finance desk",
  "open": 14,
  "avg_days_to_close": 33.1,
  "exception_rate": 3,
  "workload": 21,
  "capacity": 24,
  "confidence": 0.79
}

tc.capacity.v1

v1.0.0

consumers

Assistant

fields

daily_units · weekly_units · monthly_units · approval_queue · coverage · confidence

{
  "daily_units": 3.2,
  "weekly_units": 19.2,
  "monthly_units": 78,
  "approval_queue": 52,
  "coverage": 0.8,
  "confidence": 0.86
}

tc.transaction_mix.v1

v1.0.0

consumers

AssistantPresent

fields

type · volume · close_rate · avg_duration_days · definitive · confidence

{
  "type": "Wholesale assignment",
  "volume": 14,
  "close_rate": 0.86,
  "avg_duration_days": 21.7,
  "definitive": true,
  "confidence": 0.85
}

tc.closing_forecast.v1

v1.0.0

consumers

AssistantPresent

fields

expected_7d · expected_30d · delayed_30d · capacity_required · coverage · confidence

{
  "expected_7d": 6,
  "expected_30d": 17,
  "delayed_30d": 5,
  "capacity_required": 38.6,
  "coverage": 0.89,
  "confidence": 0.84
}

tc.portfolio_risk.v1

v1.0.0

consumers

Assistant

fields

category · count · evidence · confidence

{
  "category": "Earnest money risk",
  "count": 2,
  "evidence": "requested, not verified past deposit deadline",
  "confidence": 0.88
}

tc.playbook_portfolio.v1

v1.0.0

consumers

Assistant

fields

playbook · version · usage · closing_success · automation_rate · version_adoption · confidence

{
  "playbook": "Wholesale assignment",
  "version": "v2.3",
  "usage": 14,
  "closing_success": 0.86,
  "automation_rate": 0.73,
  "version_adoption": 0.86,
  "confidence": 0.85
}

tc.operational_scorecards.v1

v1.0.0

consumers

AssistantPresent

fields

subject · kind · score · observed_inputs · coverage · confidence · ranked

{
  "subject": "Traditional purchase v3.1",
  "kind": "Playbook",
  "score": 91,
  "observed_inputs": "21 files",
  "coverage": 1,
  "confidence": 0.92,
  "ranked": true
}

Workflow observation & knowledge contracts

Phase 6

tc.workflow_observation.v1

v1.0.0

consumers

Assistant

fields

session_id · transaction_id · stage · source · mode · actions · confidence

{
  "session_id": "OBS-1041",
  "transaction_id": "TX-2041",
  "stage": "Title Commitment Review",
  "source": "read_only_crm",
  "mode": "live",
  "actions": 27,
  "confidence": 0.88
}

tc.expert_patterns.v1

v1.0.0

consumers

Assistant

fields

pattern_id · category · behavior · observations · coordinators · success_rate · confidence · recommendable

{
  "pattern_id": "PAT-02",
  "category": "earnest_money",
  "behavior": "Verify EM at escrow source",
  "observations": 22,
  "coordinators": 4,
  "success_rate": 1,
  "confidence": 0.93,
  "recommendable": true
}

tc.knowledge_candidates.v1

v1.0.0

consumers

Assistant

fields

candidate_id · workflow · suggestion · observations · success_rate · coverage · confidence · status

{
  "candidate_id": "KC-602",
  "workflow": "all",
  "suggestion": "EM verification from escrow of record",
  "observations": 22,
  "success_rate": 1,
  "coverage": 0.92,
  "confidence": 0.93,
  "status": "awaiting_human_approval"
}

tc.shadow_learning.v1

v1.0.0

consumers

Assistant

fields

predictions · accuracy · timing_accuracy · correction_rate · missing_context_rate · confidence

{
  "predictions": 412,
  "accuracy": 0.79,
  "timing_accuracy": 0.64,
  "correction_rate": 0.21,
  "missing_context_rate": 0.14,
  "confidence": 0.86
}

tc.knowledge_coverage.v1

v1.0.0

consumers

AssistantPresent

fields

dimension · observed · total · coverage · gaps

{
  "dimension": "transaction_types",
  "observed": 6,
  "total": 10,
  "coverage": 0.6,
  "gaps": [
    "commercial",
    "land",
    "lease_option",
    "hybrid"
  ]
}

tc.exception_patterns.v1

v1.0.0

consumers

Assistant

fields

exception_id · trigger · action_taken · outcome · frequency · playbook_candidate · status

{
  "exception_id": "EXC-51",
  "trigger": "payoff_expires_before_closing",
  "action_taken": "good_through_plus_4",
  "outcome": "88% eliminated",
  "frequency": 29,
  "playbook_candidate": true,
  "status": "pending_approval"
}

tc.replay_learning.v1

v1.0.0

consumers

Assistant

fields

insight_id · transaction_id · kind · detail · evidence · candidate_generated

{
  "insight_id": "RL-04",
  "transaction_id": "TX-1994",
  "kind": "missed_opportunity",
  "detail": "Payoff requestable 6 days earlier",
  "evidence": "payoff timestamps",
  "candidate_generated": true
}

tc.observation_summary.v1

v1.0.0

consumers

AssistantPresent

fields

sessions · actions · patterns_above_threshold · candidates_pending · automations_from_observation

{
  "sessions": 41,
  "actions": 1284,
  "patterns_above_threshold": 6,
  "candidates_pending": 4,
  "automations_from_observation": 0
}

Validation & autonomy readiness contracts

Phase 7

tc.validation.v1

v1.0.0

consumers

Assistant

fields

validation_id · transaction_id · step · result · reason · evidence · confidence · reviewer

{
  "validation_id": "VAL-7101",
  "transaction_id": "TX-2041",
  "step": "title_commitment_review",
  "result": "partially_matched",
  "reason": "endorsement omitted",
  "evidence": "commitment_v2.pdf p.4",
  "confidence": 0.77,
  "reviewer": "coordinator_a"
}

tc.autonomy_readiness.v1

v1.0.0

consumers

Assistant

fields

scope · subject · coverage · accuracy · expert_agreement · exception_stability · calibration · override_rate · score · verdict

{
  "scope": "workflow_step",
  "subject": "payoff_request",
  "coverage": 0.86,
  "accuracy": 0.9,
  "expert_agreement": 0.88,
  "exception_stability": 0.87,
  "calibration": 0.82,
  "override_rate": 0.08,
  "score": 0.87,
  "verdict": "AUTONOMY_CANDIDATE"
}

tc.playbook_validation.v1

v1.0.0

consumers

Assistant

fields

playbook · observations · approvals · exception_frequency · prediction_accuracy · completion_rate · revision_requests · confidence · verdict

{
  "playbook": "double_close",
  "observations": 61,
  "approvals": 39,
  "exception_frequency": 1.3,
  "prediction_accuracy": 0.68,
  "completion_rate": 0.82,
  "revision_requests": 21,
  "confidence": 0.7,
  "verdict": "needs_review"
}

tc.expert_agreement.v1

v1.0.0

consumers

Assistant

fields

matched · partially_matched · different · rejected · unknown · sample · confidence

{
  "matched": 168,
  "partially_matched": 61,
  "different": 34,
  "rejected": 17,
  "unknown": 8,
  "sample": 288,
  "confidence": 0.81
}

tc.exception_library.v1

v1.0.0

consumers

Assistant

fields

exception_id · scenario · frequency · resolution · outcome · required_documents · required_communications · required_approvals · confidence · status

{
  "exception_id": "EXL-01",
  "scenario": "payoff_expires_before_closing",
  "frequency": 29,
  "resolution": "good_through_plus_4",
  "outcome": "88% eliminated",
  "required_documents": [
    "payoff_statement"
  ],
  "required_communications": [
    "lender_payoff"
  ],
  "required_approvals": [
    "coordinator"
  ],
  "confidence": 0.93,
  "status": "approved_reusable"
}

tc.shadow_accuracy.v1

v1.0.0

consumers

Assistant

fields

predictions · accuracy · prediction_accuracy · expert_agreement · coverage · confidence

{
  "predictions": 412,
  "accuracy": 0.79,
  "prediction_accuracy": 0.74,
  "expert_agreement": 0.72,
  "coverage": 0.68,
  "confidence": 0.86
}

tc.readiness_dashboard.v1

v1.0.0

consumers

AssistantPresent

fields

validated_workflows · pending_validation · knowledge_gaps · high_risk_areas · top_patterns · autonomy_candidates · confidence

{
  "validated_workflows": 14,
  "pending_validation": 17,
  "knowledge_gaps": 4,
  "high_risk_areas": 3,
  "top_patterns": 4,
  "autonomy_candidates": 6,
  "confidence": 0.71
}

tc.validation_scorecards.v1

v1.0.0

consumers

Assistant

fields

org · workflow_similarity · playbook_variations · exception_rate · median_stage_days · median_response_hours · files

{
  "org": "org_a",
  "workflow_similarity": 0.91,
  "playbook_variations": 2,
  "exception_rate": 0.42,
  "median_stage_days": 3.1,
  "median_response_hours": 2.4,
  "files": 148
}

Trust & delegation readiness contracts

Phase 8

tc.trust.v1

v1.0.0

consumers

Assistant

fields

score · band · inputs · coverage · confidence · trend

{
  "score": 0.73,
  "band": "high",
  "inputs": {
    "expert_agreement": 0.72,
    "prediction_accuracy": 0.79,
    "approval_rate": 0.74,
    "replay_accuracy": 0.81
  },
  "coverage": 0.68,
  "confidence": 0.77,
  "trend": "+0.04"
}

tc.delegation_readiness.v1

v1.0.0

consumers

Assistant

fields

step · observation_coverage · validation_coverage · approval · replay_accuracy · exception_stability · playbook_stability · override_rate · confidence · verdict

{
  "step": "payoff_request",
  "observation_coverage": 0.9,
  "validation_coverage": 0.88,
  "approval": 0.91,
  "replay_accuracy": 0.87,
  "exception_stability": 0.87,
  "playbook_stability": 0.88,
  "override_rate": 0.08,
  "confidence": 0.87,
  "verdict": "READY_FOR_AUTONOMY_REVIEW"
}

tc.workflow_trust.v1

v1.0.0

consumers

AssistantPresent

fields

phase · step · observation · validation · accuracy · human_trust · exception_rate · confidence · readiness

{
  "phase": "title_curative",
  "step": "commitment_review",
  "observation": 0.86,
  "validation": 0.79,
  "accuracy": 0.74,
  "human_trust": 0.71,
  "exception_rate": 0.28,
  "confidence": 0.76,
  "readiness": "HUMAN_APPROVAL_REQUIRED"
}

tc.knowledge_stability.v1

v1.0.0

consumers

Assistant

fields

observation_growth · validation_growth · playbook_revisions · exception_growth · replay_consistency · decision_stability · coverage · confidence

{
  "observation_growth": 0.18,
  "validation_growth": 0.25,
  "playbook_revisions": 38,
  "exception_growth": 0.09,
  "replay_consistency": 0.81,
  "decision_stability": 0.72,
  "coverage": 0.68,
  "confidence": 0.78
}

tc.expert_consensus.v1

v1.0.0

consumers

Assistant

fields

practice · consensus · experts · variation · kind · confidence

{
  "practice": "curative_escalation_day",
  "consensus": 0.62,
  "experts": 6,
  "variation": "day_3_to_day_7",
  "kind": "conflicting",
  "confidence": 0.66
}

tc.human_confidence.v1

v1.0.0

consumers

Assistant

fields

accepted · edited · rejected · ignored · median_review_minutes · override_reasons · trend · confidence

{
  "accepted": 612,
  "edited": 318,
  "rejected": 141,
  "ignored": 135,
  "median_review_minutes": 3.4,
  "override_reasons": [
    "office_specific_requirement",
    "timing_preference"
  ],
  "trend": "+6pts",
  "confidence": 0.79
}

tc.validation_replay.v1

v1.0.0

consumers

Assistant

fields

file · step · expert_action · ai_recommendation · disposition · outcome · confidence

{
  "file": "TX-2103",
  "step": "curative_escalation",
  "expert_action": "escalated_day_3",
  "ai_recommendation": "escalate_day_5",
  "disposition": "rejected",
  "outcome": "delay_avoided",
  "confidence": 0.62
}

tc.executive_trust_scorecards.v1

v1.0.0

consumers

AssistantPresent

fields

scope · subject · coverage · validation · trust · delegation · confidence · evidence

{
  "scope": "playbook",
  "subject": "traditional_close_v4",
  "coverage": 0.9,
  "validation": 0.87,
  "trust": 0.86,
  "delegation": "READY_FOR_AUTONOMY_REVIEW",
  "confidence": 0.88,
  "evidence": "163 files"
}

Enterprise transaction operations contracts

Phase 9

tc.transaction_operations.v1

v1.0.0

consumers

Assistant

fields

operational_health · closing_health · capacity · execution_performance · coverage · confidence

{
  "operational_health": 0.82,
  "closing_health": 0.74,
  "capacity": 0.97,
  "execution_performance": 0.88,
  "coverage": 0.79,
  "confidence": 0.83
}

tc.transaction_portfolio.v1

v1.0.0

consumers

AssistantPresent

fields

open · closing_soon · blocked · waiting · completed · cancelled · archived · velocity · throughput · duration_days · confidence

{
  "open": 148,
  "closing_soon": 26,
  "blocked": 19,
  "waiting": 41,
  "completed": 512,
  "cancelled": 34,
  "archived": 288,
  "velocity": 6.1,
  "throughput": 38,
  "duration_days": 31.4,
  "confidence": 0.83
}

tc.closing_intelligence.v1

v1.0.0

consumers

Assistant

fields

file · closing_date · closing_readiness · document_readiness · party_readiness · funding_readiness · communication_readiness · title_readiness · exception_status · confidence

{
  "file": "TC-4417",
  "closing_date": "2026-08-21",
  "closing_readiness": 0.62,
  "document_readiness": 0.71,
  "party_readiness": 0.5,
  "funding_readiness": null,
  "communication_readiness": 0.8,
  "title_readiness": 0.55,
  "exception_status": "escalated",
  "confidence": 0.74
}

tc.playbook_performance.v1

v1.0.0

consumers

Assistant

fields

playbook · usage · completion · exception_rate · approval · replay_success · knowledge_stability · trust · confidence

{
  "playbook": "traditional_purchase_v4",
  "usage": 163,
  "completion": 0.94,
  "exception_rate": 0.19,
  "approval": 0.88,
  "replay_success": 0.9,
  "knowledge_stability": 0.89,
  "trust": 0.86,
  "confidence": 0.9
}

tc.exception_intelligence.v1

v1.0.0

consumers

Assistant

fields

type · episodes · median_resolution_days · escalation_rate · replay_frequency · cause · confidence

{
  "type": "hoa_estoppel_delay",
  "episodes": 38,
  "median_resolution_days": 9.1,
  "escalation_rate": 0.24,
  "replay_frequency": 14,
  "cause": "association_response_latency",
  "confidence": 0.83
}

tc.capacity_planning.v1

v1.0.0

consumers

Assistant

fields

dimension · current · forecast_7d · forecast_30d · headroom · confidence

{
  "dimension": "coordinator_capacity",
  "current": 157,
  "forecast_7d": 164,
  "forecast_30d": 178,
  "headroom": -16,
  "confidence": 0.82
}

tc.operational_risks.v1

v1.0.0

consumers

AssistantPresent

fields

rank · risk · impact · evidence · recommendation · confidence

{
  "rank": 1,
  "risk": "closing_delays",
  "impact": "142_portfolio_delay_days",
  "evidence": "67 episodes",
  "recommendation": "front_load_third_party_orders",
  "confidence": 0.84
}

tc.enterprise_scorecards.v1

v1.0.0

consumers

AssistantPresent

fields

scope · subject · observed_evidence · coverage · confidence · verdict

{
  "scope": "coordinators",
  "subject": "org_wide",
  "observed_evidence": "157 assigned / 162 capacity",
  "coverage": 0.88,
  "confidence": 0.84,
  "verdict": "two_overloaded_two_available"
}

Enterprise closing governance contracts

Phase 10

tc.closing_governance.v1

v1.0.0

consumers

Assistant

fields

stage · files · median_duration_days · readiness · evidence · coverage · confidence

{
  "stage": "execution",
  "files": 41,
  "median_duration_days": 12.8,
  "readiness": 0.66,
  "evidence": "task_ledger",
  "coverage": 0.84,
  "confidence": 0.79
}

tc.closing_quality.v1

v1.0.0

consumers

Assistant

fields

dimension · score · review_coverage · observed · recommendation · confidence

{
  "dimension": "approval_quality",
  "score": 0.83,
  "review_coverage": 0.88,
  "observed": "930_approvals_74_overrides",
  "recommendation": "capture_override_reason",
  "confidence": 0.85
}

tc.transaction_governance.v1

v1.0.0

consumers

Assistant

fields

event_id · file · type · actor · evidence · immutable · confidence

{
  "event_id": "GE-9040",
  "file": "TC-4392",
  "type": "verification",
  "actor": "coordinator_a",
  "evidence": "wire_callback_record",
  "immutable": true,
  "confidence": 0.95
}

tc.compliance_readiness.v1

v1.0.0

consumers

AssistantPresent

fields

requirement · observed · coverage · verdict · confidence

{
  "requirement": "required_verifications",
  "observed": "19_of_26_wire_callbacks",
  "coverage": 0.73,
  "verdict": "BLOCKED",
  "confidence": 0.82
}

tc.coordinator_operations.v1

v1.0.0

consumers

Assistant

fields

coordinator · open · review_queue · exception_queue · approval_queue · waiting_queue · capacity · signal · confidence

{
  "coordinator": "coordinator_d",
  "open": 29,
  "review_queue": 5,
  "exception_queue": 6,
  "approval_queue": 8,
  "waiting_queue": 11,
  "capacity": 24,
  "signal": "overloaded",
  "confidence": 0.87
}

tc.closing_dependencies.v1

v1.0.0

consumers

Assistant

fields

dependency · status · evidence · owner · confidence

{
  "dependency": "funding_evidence",
  "status": "unknown",
  "evidence": "no_published_evidence",
  "owner": "title_partner",
  "confidence": null
}

tc.executive_closing.v1

v1.0.0

consumers

AssistantPresent

fields

rank · risk · impact · evidence · recommendation · confidence

{
  "rank": 2,
  "risk": "compliance_risk",
  "impact": "7_files_missing_wire_callback",
  "evidence": "verification_records",
  "recommendation": "block_packet_until_callback",
  "confidence": 0.84
}

tc.closing_scorecards.v1

v1.0.0

consumers

AssistantPresent

fields

scope · subject · observed_evidence · coverage · confidence · verdict

{
  "scope": "compliance",
  "subject": "7_requirement_classes",
  "observed_evidence": "documents_approvals_verifications_signatures",
  "coverage": 0.65,
  "confidence": 0.66,
  "verdict": "one_blocked_four_review"
}

Enterprise transaction assurance contracts

Phase 11

tc.transaction_assurance.v1

v1

consumers

AssistantDeal FlowInbox

fields

transaction_id · assurance_verdict · evidence · coverage · confidence

{
  "transaction_id": "TX-1055",
  "assurance_verdict": "ASSURED",
  "evidence": "12/12 docs · 2 reviews",
  "coverage": 0.86,
  "confidence": 0.88
}

tc.closing_authority.v1

v1

consumers

AssistantDeal Flow

fields

transaction_id · authority_state · entered_at · evidence · confidence

{
  "transaction_id": "TX-1042",
  "authority_state": "READY_FOR_CLOSING",
  "entered_at": "2026-08-05",
  "evidence": "published funding evidence",
  "confidence": 0.91
}

tc.transaction_policy.v1

v1

consumers

Assistant

fields

policy · version · scope · status · effective · superseded_by

{
  "policy": "Closing requirements",
  "version": "v2.1",
  "scope": "Ready for closing",
  "status": "Approved",
  "effective": "2026-06-30",
  "superseded_by": null
}

tc.operational_integrity.v1

v1

consumers

Assistant

fields

dimension · value · basis · coverage · confidence

{
  "dimension": "Playbook compliance",
  "value": 0.81,
  "basis": "148 files vs 10 playbooks",
  "coverage": 0.88,
  "confidence": 0.84
}

tc.dependency_assurance.v1

v1

consumers

AssistantConnect

fields

dependency · health · missing_evidence · blocked · confidence

{
  "dependency": "Lender",
  "health": 0.66,
  "missing_evidence": "11 files without clear-to-close",
  "blocked": 6,
  "confidence": 0.74
}

tc.compliance_assurance.v1

v1

consumers

Assistant

fields

check · observed · verdict · confidence

{
  "check": "Audit evidence",
  "observed": "gaps on 22 files",
  "verdict": "BLOCKED",
  "confidence": 0.7
}

tc.executive_closing_brief.v1

v1

consumers

Assistant

fields

ready · blocked · major_risks · compliance_gaps · priorities · confidence

{
  "ready": 31,
  "blocked": 12,
  "major_risks": 3,
  "compliance_gaps": 3,
  "priorities": 6,
  "confidence": 0.75
}

tc.assurance_scorecards.v1

v1

consumers

Assistant

fields

scorecard · observed_evidence · coverage · confidence

{
  "scorecard": "Compliance",
  "observed_evidence": "7 evidence classes, 22 gaps",
  "coverage": 0.66,
  "confidence": 0.67
}

Enterprise transaction certification contracts

Phase 12

tc.transaction_certification.v1

v1

consumers

Assistant

fields

file · verdict · inputs · evidence · confidence

{
  "file": "TX-1042",
  "verdict": "CERTIFIED",
  "inputs": 10,
  "evidence": "authority + assurance + policy + dependencies",
  "confidence": 0.9
}

tc.closing_readiness.v1

v1

consumers

AssistantConnect

fields

requirement · observed · verdict · coverage · confidence

{
  "requirement": "Funding evidence",
  "observed": "published references on 41 files",
  "verdict": "READY_WITH_REVIEW",
  "coverage": 0.62,
  "confidence": 0.67
}

tc.compliance_certification.v1

v1

consumers

Assistant

fields

requirement · observed · verdict · confidence

{
  "requirement": "Required audit evidence",
  "observed": "gaps on 22 files",
  "verdict": "BLOCKED",
  "confidence": 0.7
}

tc.dependency_certification.v1

v1

consumers

AssistantConnect

fields

dependency · evidence · verdict · files · confidence

{
  "dependency": "Lender",
  "evidence": "11 files without clear-to-close",
  "verdict": "REVIEW_REQUIRED",
  "files": 103,
  "confidence": 0.71
}

tc.coordinator_certification.v1

v1

consumers

Assistant

fields

coordinator · assigned · outstanding · review_completion · timeline_health · confidence

{
  "coordinator": "Coordinator B",
  "assigned": 24,
  "outstanding": 6,
  "review_completion": 0.9,
  "timeline_health": 0.83,
  "confidence": 0.82
}

tc.transaction_certification_packet.v1

v1

consumers

Assistant

fields

file · elements · verdict · revalidation_required · confidence

{
  "file": "TX-1042",
  "elements": 10,
  "verdict": "COMPLETE",
  "revalidation_required": false,
  "confidence": 0.86
}

tc.executive_transaction_queue.v1

v1

consumers

Assistant

fields

bucket · files · evidence · confidence

{
  "bucket": "Revalidation required",
  "files": 18,
  "evidence": "material change after certification",
  "confidence": 0.82
}

tc.transaction_certification_scorecards.v1

v1

consumers

Assistant

fields

scorecard · observed_evidence · coverage · confidence

{
  "scorecard": "Certification",
  "observed_evidence": "24 certified of 148",
  "coverage": 0.86,
  "confidence": 0.8
}

Enterprise closing operations contracts

Phase 13

tc.closing_operations.v1

v1

consumers

Assistant

fields

measure · observed · trend · n · confidence

{
  "measure": "Time waiting on external parties",
  "observed": "median 4.8d",
  "trend": "worsening",
  "n": 212,
  "confidence": 0.78
}

tc.coordinator_operations.v1

v1

consumers

Assistant

fields

coordinator · assigned · open · blocked · waiting · certifications · confidence

{
  "coordinator": "Coordinator B",
  "assigned": 24,
  "open": 19,
  "blocked": 1,
  "waiting": 5,
  "certifications": 9,
  "confidence": 0.83
}

tc.operational_capacity.v1

v1

consumers

AssistantConnect

fields

pool · observed · verdict · confidence

{
  "pool": "Attorney capacity",
  "observed": "34 files requiring review",
  "verdict": "CONSTRAINED",
  "confidence": 0.69
}

tc.playbook_operations.v1

v1

consumers

Assistant

fields

playbook · usage · completion · exception_rate · rework · recommendation · confidence

{
  "playbook": "Double close",
  "usage": 26,
  "completion": 0.74,
  "exception_rate": 0.31,
  "rework": 0.24,
  "recommendation": "Revise",
  "confidence": 0.77
}

tc.workflow_friction.v1

v1

consumers

Assistant

fields

friction · observed · episodes · cost_days · confidence

{
  "friction": "Repeated funding delays",
  "observed": "published funding evidence superseded",
  "episodes": 13,
  "cost_days": 6.1,
  "confidence": 0.69
}

tc.executive_closing_operations.v1

v1

consumers

Assistant

fields

bucket · files · evidence · confidence

{
  "bucket": "Waiting on third party",
  "files": 44,
  "evidence": "waiting state recorded",
  "confidence": 0.79
}

tc.operational_replay.v1

v1

consumers

Assistant

fields

at · stage · actor · detail

{
  "at": "2026-08-05",
  "stage": "Operational delays",
  "actor": "System (observed)",
  "detail": "target close moved +3d"
}

tc.closing_operations_scorecards.v1

v1

consumers

Assistant

fields

scorecard · observed_evidence · coverage · confidence

{
  "scorecard": "Capacity",
  "observed_evidence": "7 pools · 2 constrained",
  "coverage": 0.73,
  "confidence": 0.7
}

Enterprise transaction intelligence contracts

Phase 14

tc.transaction_intelligence.v1

v1

consumers

Assistant

fields

measure · observed · trend · n · coverage · confidence

{
  "measure": "Certification time",
  "observed": "median 3.1d",
  "trend": "improving",
  "n": 186,
  "coverage": 0.83,
  "confidence": 0.82
}

tc.process_intelligence.v1

v1

consumers

Assistant

fields

pattern · observed · episodes · verdict · confidence

{
  "pattern": "Repeated missing documents",
  "observed": "payoff statement requested twice",
  "episodes": 29,
  "verdict": "PATTERN",
  "confidence": 0.79
}

tc.playbook_intelligence.v1

v1

consumers

Assistant

fields

playbook · usage · completion · exception_rate · rework · certification_success · recommendation · confidence

{
  "playbook": "Double close",
  "usage": 26,
  "completion": 0.74,
  "exception_rate": 0.31,
  "rework": 0.24,
  "certification_success": 0.62,
  "recommendation": "REVIEW",
  "confidence": 0.77
}

tc.partner_intelligence.v1

v1

consumers

AssistantConnect

fields

partner_class · response_time · dependency_frequency · open_issues · waiting_states · confidence

{
  "partner_class": "Lenders",
  "response_time": "median 4.4d",
  "dependency_frequency": "1.2 / file",
  "open_issues": 17,
  "waiting_states": 26,
  "confidence": 0.76
}

tc.capacity_intelligence.v1

v1

consumers

Assistant

fields

pool · observed · verdict · confidence

{
  "pool": "Certification queue",
  "observed": "37 packets awaiting inputs",
  "verdict": "CONSTRAINED",
  "confidence": 0.74
}

tc.executive_transaction_intelligence.v1

v1

consumers

Assistant

fields

bucket · count · evidence · confidence

{
  "bucket": "Revalidation hotspots",
  "count": 18,
  "evidence": "material change after certification",
  "confidence": 0.82
}

tc.operational_trends.v1

v1

consumers

Assistant

fields

series · periods · direction · observed · n · confidence

{
  "series": "Dependency frequency",
  "periods": "6 months",
  "direction": "worsening",
  "observed": "2.1 → 2.6 per file",
  "n": 318,
  "confidence": 0.76
}

tc.transaction_intelligence_scorecards.v1

v1

consumers

Assistant

fields

scorecard · observed_evidence · sample_size · coverage · confidence

{
  "scorecard": "Capacity",
  "observed_evidence": "8 pools · 3 constrained",
  "sample_size": "n=7 windows",
  "coverage": 0.73,
  "confidence": 0.69
}

Enterprise transaction performance contracts

Phase 15

tc.transaction_performance.v1

v1

consumers

Assistant

fields

measure · observed · trend · n · coverage · confidence

{
  "measure": "Observed closing duration",
  "observed": "median 33.4d",
  "trend": "improving",
  "n": 212,
  "coverage": 0.91,
  "confidence": 0.85
}

tc.closing_performance.v1

v1

consumers

Assistant

fields

transaction_id · closing_duration_days · milestone_completion · document_readiness · dependency_resolution_days · exceptions · revalidations · confidence

{
  "transaction_id": "TX-2291",
  "closing_duration_days": 33,
  "milestone_completion": 0.94,
  "document_readiness": 0.9,
  "dependency_resolution_days": 4.1,
  "exceptions": 1,
  "revalidations": 1,
  "confidence": 0.86
}

tc.coordinator_performance.v1

v1

consumers

Assistant

fields

coordinator · workload · observed_capacity · queue · assignment_changes · escalations · rework · confidence · ranked

{
  "coordinator": "Coordinator B",
  "workload": 19,
  "observed_capacity": "13-17",
  "queue": 11,
  "assignment_changes": 3,
  "escalations": 5,
  "rework": 6,
  "confidence": 0.81,
  "ranked": false
}

tc.partner_performance.v1

v1

consumers

Assistant

fields

partner_class · response_time_hours · outstanding_requests · dependency_completion · document_readiness · confidence · reputation_score

{
  "partner_class": "Title companies",
  "response_time_hours": 9.4,
  "outstanding_requests": 14,
  "dependency_completion": 0.88,
  "document_readiness": 0.84,
  "confidence": 0.8,
  "reputation_score": null
}

tc.capacity_performance.v1

v1

consumers

Assistant

fields

pool · capacity · backlog · queue_growth · forecast_utilization · constraints · confidence

{
  "pool": "Creative finance pool",
  "capacity": 26,
  "backlog": 14,
  "queue_growth": "+7/14d",
  "forecast_utilization": 0.96,
  "constraints": "attorney review dependency",
  "confidence": 0.76
}

tc.executive_transaction_performance.v1

v1

consumers

Assistant

fields

item · category · evidence · severity · confidence

{
  "item": "Creative finance pool forecast utilization 0.96",
  "category": "Capacity risk",
  "evidence": "backlog +7 files / 14d",
  "severity": "HIGH",
  "confidence": 0.76
}

tc.transaction_trends.v1

v1

consumers

Assistant

fields

series · periods · direction · observed · n · confidence

{
  "series": "Closing throughput",
  "periods": "6x30d",
  "direction": "improving",
  "observed": "29 -> 38 per period",
  "n": 212,
  "confidence": 0.84
}

tc.transaction_performance_scorecards.v1

v1

consumers

Assistant

fields

scorecard · observed · coverage · confidence · sample_size

{
  "scorecard": "Capacity",
  "observed": "utilization 0.87; backlog 36",
  "coverage": 0.79,
  "confidence": 0.74,
  "sample_size": 5
}

Transaction optimization & organizational learning contracts

Phase 16

tc.transaction_optimization.v1

v1

consumers

Assistant

fields

candidate_id · category · status · replication · coverage · confidence · recommended_action

{
  "candidate_id": "OPT-1001",
  "category": "Closing Workflow",
  "status": "ENTERPRISE_CANDIDATE",
  "replication": "REPLICATED",
  "coverage": 0.92,
  "confidence": 0.86,
  "recommended_action": "EXPAND_PATTERN"
}

tc.closing_optimization.v1

v1

consumers

Assistant

fields

dimension · observed · n · trend · recommendation · confidence

{
  "dimension": "Timeline stability",
  "observed": "68% within ±5d",
  "n": 212,
  "trend": "IMPROVING",
  "recommendation": "EXPAND_PATTERN",
  "confidence": 0.84
}

tc.playbook_optimization.v1

v1

consumers

Assistant

fields

playbook · usage · completion_consistency · rework · replication · recommendation · confidence

{
  "playbook": "Standard purchase v4",
  "usage": 96,
  "completion_consistency": 0.93,
  "rework": 0.07,
  "replication": "REPLICATED",
  "recommendation": "EXPAND_PATTERN",
  "confidence": 0.86
}

tc.capacity_optimization.v1

v1

consumers

AssistantOperations

fields

pool · queue_utilization · backlog_stability · constraints · recommendation · confidence

{
  "pool": "Creative finance pool",
  "queue_utilization": 0.96,
  "backlog_stability": "growing 3 weeks",
  "constraints": "attorney review queue",
  "recommendation": "PILOT",
  "confidence": 0.73
}

tc.partner_optimization.v1

v1

consumers

AssistantConnect Pros

fields

partner_class · response_consistency · dependency_completion · recommendation · confidence

{
  "partner_class": "Title companies",
  "response_consistency": "median 9.4h",
  "dependency_completion": 0.88,
  "recommendation": "MAINTAIN",
  "confidence": 0.8
}

tc.organizational_learning.v1

v1

consumers

Assistant

fields

package_id · type · supporting_transactions · sample_size · coverage · confidence · replication · limitations

{
  "package_id": "LP-001",
  "type": "Closing Pattern",
  "supporting_transactions": 74,
  "sample_size": 74,
  "coverage": 0.92,
  "confidence": 0.86,
  "replication": "REPLICATED",
  "limitations": "rural sample below threshold"
}

tc.executive_optimization.v1

v1

consumers

Assistant

fields

section · verdict · evidence · confidence

{
  "section": "Capacity health",
  "verdict": "CONSTRAINED in creative finance",
  "evidence": "0.96 utilization, backlog +3 weeks",
  "confidence": 0.73
}

tc.transaction_optimization_scorecards.v1

v1

consumers

Assistant

fields

scope · observed_evidence · sample_size · coverage · confidence · replication

{
  "scope": "Closings",
  "observed_evidence": "median 33.4d; 88% milestone evidence",
  "sample_size": 212,
  "coverage": 0.9,
  "confidence": 0.83,
  "replication": "REPLICATED"
}

Live contract payloads

transaction_idstatereadinessconfidencehealthopen exceptionstarget close
TC-4417Title ReviewBLOCKED62%633Aug 21
TC-4402ConditionsREVIEW REQUIRED78%812Aug 15
TC-4390Ready To CloseREADY94%940Aug 12

TC Pros owns

Transaction executionTransaction readinessDocument coordinationException managementClosing preparationPlaybook executionTransaction health

TC Pros does not own

Deal acquisitionNegotiationCRMEmail transportAccountingWorkflow orchestrationLearning publication

Assistant remains the sole orchestration layer.

Enterprise transaction intelligence & knowledge contracts

Phase 17

tc.transaction_intelligence.v1

v1 · rev 17

consumers

Assistant

fields

knowledge_area · observed_evidence · sample_size · coverage · confidence · replication_state

{
  "knowledge_area": "Closings",
  "observed_evidence": "186 closings measured end-to-end",
  "sample_size": 186,
  "coverage": 0.85,
  "confidence": 0.81,
  "replication_state": "REPLICATED"
}

tc.closing_intelligence.v1

v1

consumers

Assistant

fields

measure · observed · n · confidence

{
  "measure": "Certification stability",
  "observed": "12% revalidation rate after first verdict",
  "n": 168,
  "confidence": 0.8
}

tc.coordinator_intelligence.v1

v1

consumers

Assistant

fields

measure · observed_aggregate · n · confidence · ranking

{
  "measure": "Coordinator consistency",
  "observed_aggregate": "adherence 0.81, spread 0.09",
  "n": 148,
  "confidence": 0.74,
  "ranking": "never"
}

tc.partner_intelligence.v1

v1 · rev 17

consumers

AssistantConnect Pros

fields

measure · observed · n · confidence

{
  "measure": "Partner reliability",
  "observed": "median 4.4d response across lender class",
  "n": 118,
  "confidence": 0.76
}

tc.process_intelligence.v1

v1 · rev 17

consumers

Assistant

fields

measure · observed · n · confidence

{
  "measure": "Bottleneck frequency",
  "observed": "8 recurring bottlenecks with ≥8 observations",
  "n": 8,
  "confidence": 0.72
}

tc.capacity_intelligence.v1

v1 · rev 17

consumers

Assistant

fields

measure · observed · n · confidence

{
  "measure": "Queue health",
  "observed": "37 packets awaiting inputs; median wait 4.9d",
  "n": 37,
  "confidence": 0.75
}

tc.executive_transaction_intelligence.v1

v1 · rev 17

consumers

Assistant

fields

section · observed · confidence

{
  "section": "Capacity health",
  "observed": "headroom 0.14, declining across 4 windows",
  "confidence": 0.68
}

tc.transaction_intelligence_scorecards.v1

v1 · rev 17

consumers

Assistant

fields

scorecard · observed_evidence · sample_size · coverage · confidence · replication_state

{
  "scorecard": "Knowledge",
  "observed_evidence": "146 evidence-linked edges",
  "sample_size": 146,
  "coverage": 0.66,
  "confidence": 0.64,
  "replication_state": "PARTIALLY_REPLICATED"
}

Enterprise transaction strategy & closing roadmap contracts

Phase 18

tc.transaction_strategy.v1

v1

consumers

Assistant ProsDeal Flow ProsConnect Pros

fields

strategy_id · strategy_type · objective · evidence · sample_size · coverage · confidence · replication_state · strategic_horizon · risk · status

{
  "strategy_id": "STR-1801",
  "strategy_type": "Closing Strategy",
  "objective": "Standardize title-commitment ordering at acceptance",
  "sample_size": 241,
  "coverage": 0.9,
  "confidence": 0.84,
  "replication_state": "REPLICATED",
  "strategic_horizon": "NOW",
  "risk": "low",
  "status": "EXECUTIVE_REVIEW"
}

tc.closing_strategy.v1

v1

consumers

Assistant ProsDeal Flow Pros

fields

segment · closing_stability · observed_duration · exception_frequency · dependency_health · certification_stability · playbook_adoption · coverage · confidence · direction

{
  "segment": "Purchase (financed)",
  "closing_stability": "stable",
  "observed_duration_days": 34,
  "exception_frequency": 0.7,
  "playbook_adoption": 0.92,
  "coverage": 0.93,
  "confidence": 0.87,
  "direction": "STANDARDIZE"
}

tc.coordinator_strategy.v1

v1

consumers

Assistant Pros

fields

workflow · capacity_health · queue_stability · workflow_consistency · escalation_pattern · review_coverage · coverage · confidence · direction · individual_ranking

{
  "workflow": "Creative finance queue",
  "capacity_health": "constrained",
  "queue_stability": "volatile",
  "review_coverage": 0.66,
  "coverage": 0.75,
  "confidence": 0.68,
  "direction": "PILOT",
  "individual_ranking": false
}

tc.partner_strategy.v1

v1

consumers

Assistant ProsConnect Pros

fields

partner_class · partner_coverage · dependency · operational_consistency · response_stability · exception_frequency · geographic_coverage · coverage · confidence · direction · reputation_score

{
  "partner_class": "Title — Phoenix metro",
  "dependency": "68% single-partner",
  "response_stability": "stable",
  "coverage": 0.71,
  "confidence": 0.66,
  "direction": "DIVERSIFY",
  "reputation_score": null
}

tc.process_strategy.v1

v1

consumers

Assistant Pros

fields

stage · process_stability · stage_duration · dependency_resolution · review_quality · exception_recovery · revalidation · automation_readiness · coverage · confidence · direction

{
  "stage": "Payoff / lien resolution",
  "process_stability": "volatile",
  "stage_duration_days": 9.4,
  "automation_readiness": "not ready",
  "coverage": 0.81,
  "confidence": 0.73,
  "direction": "REVIEW"
}

tc.transaction_roadmap.v1

v1

consumers

Assistant ProsDeal Flow ProsConnect Pros

fields

horizon · objective · evidence · dependencies · readiness · risk · coverage · confidence · human_approval_status

{
  "horizon": "NEXT",
  "objective": "Diversify Phoenix title partners",
  "readiness": "SUPPORTED",
  "risk": "high",
  "coverage": 0.68,
  "confidence": 0.63,
  "human_approval_status": "awaiting human approval"
}

tc.executive_transaction_strategy.v1

v1

consumers

Assistant Pros

fields

transaction_health · closing_strategy · coordinator_strategy · partner_strategy · process_strategy · capacity_strategy · playbook_strategy · opportunities · risks · knowledge_gaps · priorities

{
  "transaction_health": "stable",
  "closing_strategy": "STANDARDIZE",
  "partner_strategy": "DIVERSIFY",
  "capacity_strategy": "CONSTRAINED",
  "opportunities": 8,
  "risks": 10,
  "priorities": 2
}

tc.transaction_strategy_scorecards.v1

v1

consumers

Assistant ProsDeal Flow Pros

fields

scorecard · observed_evidence · sample_size · coverage · confidence · strategic_horizon

{
  "scorecard": "Closing Strategy",
  "observed_evidence": "milestone + exception records",
  "sample_size": 241,
  "coverage": 0.9,
  "confidence": 0.84,
  "strategic_horizon": "NOW"
}

Transaction maturity, constitutional governance & evolution contracts

Phase 19

tc.transaction_maturity.v1

v1

consumers

Assistant ProsDeal Flow Pros

fields

dimension · maturity_state · evidence · sample_size · coverage · confidence · limitation · review_status

{
  "dimension": "Closing workflows",
  "maturity_state": "MANAGED",
  "evidence": "milestone + document evidence",
  "sample_size": 612,
  "coverage": 0.91,
  "confidence": 0.86,
  "limitation": "novation under-sampled",
  "review_status": "current"
}

tc.closing_maturity.v1

v1

consumers

Assistant ProsDeal Flow Pros

fields

dimension · maturity_state · evidence · coverage · confidence · outcome_equivalence

{
  "dimension": "Deadline traceability",
  "maturity_state": "MANAGED",
  "evidence": "594 files with deadline evidence",
  "coverage": 0.97,
  "confidence": 0.9,
  "outcome_equivalence": false
}

tc.coordinator_system_maturity.v1

v1

consumers

Assistant Pros

fields

dimension · maturity_state · evidence · coverage · confidence · individual_ranking · employment_scoring

{
  "dimension": "Handoff quality evidence",
  "maturity_state": "INSUFFICIENT_EVIDENCE",
  "evidence": "44% unstructured transfers",
  "coverage": 0.56,
  "confidence": null,
  "individual_ranking": false,
  "employment_scoring": false
}

tc.process_maturity.v1

v1

consumers

Assistant Pros

fields

dimension · maturity_state · evidence · standardization · exception_rate · coverage · confidence · auto_mutation

{
  "dimension": "Standardization",
  "maturity_state": "OPERATIONAL",
  "standardization": 0.78,
  "exception_rate": 5.1,
  "coverage": 0.78,
  "confidence": 0.73,
  "auto_mutation": false
}

tc.playbook_maturity.v1

v1

consumers

Assistant Pros

fields

family · version · previous_version · successor · evidence · revalidation · supersession_state · coverage · confidence · auto_activation

{
  "family": "Payoff / lien resolution",
  "version": "v5",
  "previous_version": "v4",
  "successor": "candidate v6",
  "evidence": "132 files",
  "revalidation": "in progress",
  "supersession_state": "SUPERSESSION_CANDIDATE",
  "coverage": 0.74,
  "confidence": 0.68,
  "auto_activation": false
}

tc.constitutional_compliance.v1

v1

consumers

Assistant Pros

fields

area · verdict · rule_id · evidence · coverage · confidence · action · silent_repair

{
  "area": "Legal authority boundary",
  "verdict": "COMPLIANT_WITH_REVIEW",
  "rule_id": "TC-C-024",
  "evidence": "2 exception note templates",
  "coverage": 0.86,
  "confidence": 0.74,
  "action": "human review",
  "silent_repair": false
}

tc.transaction_evolution.v1

v1

consumers

Assistant ProsDeal Flow ProsConnect Pros

fields

evolution_id · candidate_type · objective · evidence · sample_size · replication_state · lifecycle_state · human_approval · coverage · confidence · risk

{
  "evolution_id": "EVO-1902",
  "candidate_type": "PARTNER_SYSTEM_EVOLUTION",
  "objective": "Reduce Phoenix single-partner dependency",
  "sample_size": 241,
  "replication_state": "REPLICATED",
  "lifecycle_state": "EXECUTIVE_REVIEW",
  "human_approval": "awaiting human approval",
  "coverage": 0.7,
  "confidence": 0.64,
  "risk": "high"
}

tc.transaction_maturity_scorecards.v1

v1

consumers

Assistant ProsDeal Flow Pros

fields

scorecard · observed_evidence · sample_size · coverage · confidence · historical_trend · constitutional_status · review_status

{
  "scorecard": "Enterprise transaction maturity",
  "observed_evidence": "18 evaluated dimensions",
  "sample_size": 18,
  "coverage": 0.83,
  "confidence": 0.78,
  "historical_trend": "IMPROVING",
  "constitutional_status": "COMPLIANT_WITH_REVIEW",
  "review_status": "current"
}

Transaction intelligence & governed closing orchestration contracts

Phase 20

tc.transaction_summary_v2.v1

v1

consumers

Assistant ProsDeal Flow ProsConnect Pros

fields

transaction_id · property · transaction_type · jurisdiction · closing_date · stage · coordinator · outcome

{
  "transaction_id": "TX-4181",
  "property": "123 Main St, Mesa AZ",
  "transaction_type": "CONVENTIONAL_CASH",
  "jurisdiction": "AZ/Maricopa",
  "closing_date": "2026-08-21",
  "stage": "Due diligence",
  "coordinator": "Caleb R.",
  "outcome": "OPEN"
}

tc.deadline_status.v1

v1

consumers

Assistant ProsDeal Flow Pros

fields

transaction_id · obligation_id · action · deadline_kind · due · status · source_clause · confidence

{
  "transaction_id": "TX-4181",
  "obligation_id": "OB-3",
  "action": "Deliver title commitment",
  "deadline_kind": "CONTRACTUAL",
  "due": "2026-08-08",
  "status": "OVERDUE",
  "source_clause": "DOC-9001 §9",
  "confidence": 0.92
}

tc.transaction_blockers.v1

v1

consumers

Assistant ProsDeal Flow Pros

fields

transaction_id · category · detail · evidence · since · waiting_on

{
  "transaction_id": "TX-4207",
  "category": "missing earnest money confirmation",
  "detail": "No EMD receipt from escrow holder",
  "evidence": "OB-10 overdue 6 days",
  "since": "2026-08-05",
  "waiting_on": "WAITING_ON_BUYER"
}

tc.closing_readiness.v1

v1

consumers

Assistant ProsDeal Flow Pros

fields

transaction_id · verdict · satisfied · unsatisfied · unknown · authorization

{
  "transaction_id": "TX-4155",
  "verdict": "NOT_READY",
  "satisfied": 4,
  "unsatisfied": 3,
  "unknown": 1,
  "authorization": "not granted — human confirmation only"
}

tc.next_actions.v1

v1

consumers

Assistant Pros

fields

transaction_id · action · why_now · owner · deadline · risk_if_delayed · approval · evidence

{
  "transaction_id": "TX-4207",
  "action": "Request earnest-money receipt from Sawtooth Title today",
  "why_now": "Contractual EMD deadline passed 2026-08-05",
  "owner": "Bot · Title Liaison",
  "deadline": "2026-08-11",
  "risk_if_delayed": "Seller may declare buyer in default",
  "approval": "BOT_CAN_PREPARE",
  "evidence": "OB-10 overdue 6d"
}

tc.transaction_risk.v1

v1

consumers

Assistant ProsDeal Flow Pros

fields

transaction_id · dimension · status · evidence · rollup · black_box_score

{
  "transaction_id": "TX-4192",
  "dimension": "deadline risk",
  "status": "CRITICAL",
  "evidence": "payoff overdue with close in 3 days",
  "rollup": "CRITICAL",
  "black_box_score": false
}

tc.party_waiting_state.v1

v1

consumers

Assistant ProsInbox Pros

fields

transaction_id · waiting_on · party · age_days · evidence

{
  "transaction_id": "TX-4192",
  "waiting_on": "WAITING_ON_LENDER",
  "party": "Freedom Mortgage",
  "age_days": 7,
  "evidence": "request 2026-08-04, no response"
}

tc.post_closing_status.v1

v1

consumers

Assistant ProsAccounting ProsLease Pros

fields

transaction_id · task · status · owner · evidence · handoff_target

{
  "transaction_id": "TX-4192",
  "task": "Property-management handoff",
  "status": "OPEN",
  "owner": "Lease Pros",
  "evidence": null,
  "handoff_target": "Lease Pros"
}

Live transaction operations & production wiring contracts

Phase 21

tc.integration_health.v1

v1

consumers

Assistant ProsAutoFixConnect Pros

fields

service · direction · health · contract · evidence

{
  "service": "Inbox Pros",
  "direction": "INBOUND",
  "health": "NOT_CONNECTED",
  "contract": "inbox.communication_envelope.v1",
  "evidence": "no feed configured"
}

tc.transaction_evidence_status.v1

v1

consumers

Assistant ProsDeal Flow Pros

fields

seam · classification · live_source · gate

{
  "seam": "earnest money",
  "classification": "CONTRACT_READY",
  "live_source": "title/escrow or manual receipt",
  "gate": "receipt document attached"
}

tc.live_closing_readiness.v1

v1

consumers

Assistant ProsDeal Flow Pros

fields

transaction_id · dimension · satisfied · missing_evidence · owner · authorization

{
  "transaction_id": null,
  "dimension": "title",
  "satisfied": null,
  "missing_evidence": "no LIVE evidence ingested for title",
  "owner": null,
  "authorization": "not granted — human confirmation only"
}

tc.document_ingestion_status.v1

v1

consumers

Assistant ProsConnect Pros

fields

transaction_id · files_ingested · hashed · superseded · extraction_status

{
  "transaction_id": null,
  "files_ingested": 0,
  "hashed": 0,
  "superseded": 0,
  "extraction_status": "NOT_CONNECTED"
}

tc.communication_matching_status.v1

v1

consumers

Assistant ProsInbox Pros

fields

inbound · matched · ambiguous · unmatched · human_reroute

{
  "inbound": 0,
  "matched": 0,
  "ambiguous": 0,
  "unmatched": 0,
  "human_reroute": 0
}

tc.maturity_feedback_summary.v1

v1

consumers

Assistant Pros

fields

target · observation · evidence_count · append_only · mutates_maturity

{
  "target": "PARTNER",
  "observation": "repeated title provider turnaround delay",
  "evidence_count": 0,
  "append_only": true,
  "mutates_maturity": false
}

tc.event_reconciliation.v1

v1

consumers

Assistant ProsAutoFix

fields

service · inbound · matched · applied · ignored_duplicate · failed · unexplained

{
  "service": "DocuSign",
  "inbound": 0,
  "matched": 0,
  "applied": 0,
  "ignored_duplicate": 0,
  "failed": 0,
  "unexplained": 0
}

tc.live_data_mode.v1

v1

consumers

Assistant ProsDeal Flow ProsConnect Pros

fields

mode · live_transactions · fixture_transactions · fallback_allowed

{
  "mode": "LIVE",
  "live_transactions": 0,
  "fixture_transactions": 6,
  "fallback_allowed": false
}

Ecosystem integration & live service orchestration contracts

Phase 22

tc.integration_capabilities.v1

v1

consumers

Assistant ProsAutoFixConnect Pros

fields

service · owner_application · connection_state · capability · capability_state · required_for_closing · fallback_mode

{
  "service": "E-sign provider",
  "owner_application": "External provider",
  "connection_state": "NOT_CONNECTED",
  "capability": "READ_ENVELOPE",
  "capability_state": "NOT_CONNECTED",
  "required_for_closing": true,
  "fallback_mode": "MANUAL_FALLBACK"
}

tc.transaction_evidence.v1

v1

consumers

Assistant ProsDeal Flow Pros

fields

transaction_id · dimension · satisfied · evidence · mode

{
  "transaction_id": null,
  "dimension": "deadlines",
  "satisfied": null,
  "evidence": "no LIVE evidence ingested",
  "mode": "LIVE"
}

tc.document_status.v1

v1

consumers

Assistant ProsConnect Pros

fields

transaction_id · document_ref · version · signature_stage · superseded_by · verification

{
  "transaction_id": null,
  "document_ref": null,
  "version": null,
  "signature_stage": "PREPARED",
  "superseded_by": null,
  "verification": "HUMAN_REVIEW_REQUIRED"
}

tc.closing_dependencies.v1

v1

consumers

Assistant ProsDeal Flow Pros

fields

service · readiness · required_for_closing · fallback_mode · authorized_by

{
  "service": "Title / escrow provider",
  "readiness": "MANUAL_BUT_READY",
  "required_for_closing": true,
  "fallback_mode": "MANUAL_FALLBACK",
  "authorized_by": "human of record only"
}

tc.integration_failures.v1

v1

consumers

Assistant ProsAutoFix

fields

integration · capability · failure_class · error_signature · frequency · first_seen · last_seen

{
  "integration": null,
  "capability": null,
  "failure_class": "UNKNOWN",
  "error_signature": null,
  "frequency": 0,
  "first_seen": null,
  "last_seen": null
}

tc.provider_performance.v1

v1

consumers

Assistant Pros

fields

provider · samples · success_rate · failure_rate · manual_fallback_frequency · reportable

{
  "provider": "Title / escrow provider",
  "samples": 0,
  "success_rate": null,
  "failure_rate": null,
  "manual_fallback_frequency": null,
  "reportable": false
}

tc.handoff_status.v1

v1

consumers

Assistant ProsLease ProsAccounting ProsDeal Flow ProsLead List ProsConnect Pros

fields

target · purpose · state · requires_confirmed_closing · receipt_received

{
  "target": "Lease Pros",
  "purpose": "property-management onboarding",
  "state": "NOT_CONNECTED",
  "requires_confirmed_closing": true,
  "receipt_received": false
}

tc.live_operations_brief.v1

v1

consumers

Assistant Pros

fields

question · value · note

{
  "question": "Live transactions",
  "value": 0,
  "note": "zero remains zero — fixtures never substitute"
}

Transaction outcome learning & closing calibration contracts

Phase 23

tc.transaction_director_session.v1

v1

consumers

Assistant ProsMaster Dash

fields

session_id · transaction_ref · intent · mode · created_at · reference_only

{
  "session_id": "tds-ref",
  "transaction_ref": null,
  "intent": "TRANSACTION_STATUS",
  "mode": "TRANSACTION",
  "created_at": "2026-08-11",
  "reference_only": true
}

tc.transaction_director_brief.v1

v1

consumers

Assistant ProsMaster Dash

fields

transaction_ref · question · answer · evidence_ref · unknown

{
  "transaction_ref": null,
  "question": "ARE WE READY TO CLOSE?",
  "answer": "NO_LIVE_TRANSACTIONS",
  "evidence_ref": null,
  "unknown": true
}

tc.transaction_attention.v1

v1

consumers

Assistant Pros

fields

transaction_ref · issue · why_now · severity · owner_ref · human_authority_required · evidence_ref

{
  "transaction_ref": null,
  "issue": null,
  "why_now": null,
  "severity": "UNKNOWN",
  "owner_ref": null,
  "human_authority_required": true,
  "evidence_ref": null
}

tc.transaction_next_action.v1

v1

consumers

Assistant Pros

fields

transaction_ref · action · why_now · owner_ref · window · authority_required · what_would_change_this

{
  "transaction_ref": null,
  "action": null,
  "why_now": null,
  "owner_ref": null,
  "window": null,
  "authority_required": "HUMAN",
  "what_would_change_this": []
}

tc.transaction_change_summary.v1

v1

consumers

Assistant ProsDeal Flow Pros

fields

transaction_ref · change_class · observed_at · evidence_ref · immutable

{
  "transaction_ref": null,
  "change_class": "UNKNOWN",
  "observed_at": null,
  "evidence_ref": null,
  "immutable": true
}

tc.transaction_decision_queue.v1

v1

consumers

Assistant ProsMaster Dash

fields

transaction_ref · decision_kind · question · evidence_ref · decided_by_ref · self_approval

{
  "transaction_ref": null,
  "decision_kind": "DEADLINE_CONFLICT",
  "question": null,
  "evidence_ref": null,
  "decided_by_ref": null,
  "self_approval": false
}

tc.transaction_director_handoff.v1

v1

consumers

Inbox ProsConnect ProsAccounting ProsLease ProsDeal Flow Pros

fields

transaction_ref · target_app · purpose · receipt_state · executed · ownership_respected

{
  "transaction_ref": null,
  "target_app": "Inbox Pros",
  "purpose": "prepared follow-up",
  "receipt_state": "PREPARED",
  "executed": false,
  "ownership_respected": true
}

tc.transaction_director_learning.v1

v1

consumers

Assistant Pros

fields

pattern_ref · maturity · occurrences · advisory · what_would_change_this

{
  "pattern_ref": null,
  "maturity": "INSUFFICIENT_EVIDENCE",
  "occurrences": 0,
  "advisory": true,
  "what_would_change_this": []
}

tc.transaction_outcome.v1

v1

consumers

Assistant ProsDeal Flow ProsAccounting Pros

fields

transaction_id · execution_outcome · process_outcome · compliance_outcome · closing_evidence_ref · downstream_state

{
  "transaction_id": null,
  "execution_outcome": "UNKNOWN",
  "process_outcome": "UNKNOWN",
  "compliance_outcome": "UNKNOWN",
  "closing_evidence_ref": null,
  "downstream_state": []
}

tc.readiness_calibration.v1

v1

consumers

Assistant Pros

fields

dimension · samples · result · false_ready_cases · false_not_ready_cases

{
  "dimension": "title/escrow",
  "samples": 0,
  "result": "INSUFFICIENT_EVIDENCE",
  "false_ready_cases": 0,
  "false_not_ready_cases": 0
}

tc.deadline_calibration.v1

v1

consumers

Assistant Pros

fields

source_class · samples · outcomes · conflict_outcomes

{
  "source_class": "INFERRED",
  "samples": 0,
  "outcomes": {},
  "conflict_outcomes": {}
}

tc.task_effectiveness.v1

v1

consumers

Assistant Pros

fields

dimension · samples · result · blocker_class · systemic

{
  "dimension": "blocker detection",
  "samples": 0,
  "result": "INSUFFICIENT_EVIDENCE",
  "blocker_class": null,
  "systemic": false
}

tc.provider_effectiveness.v1

v1

consumers

Assistant ProsAutoFix Pros

fields

provider · capability · samples · reportable · manual_fallbacks · transaction_impact

{
  "provider": "E-sign provider",
  "capability": "all capabilities",
  "samples": 0,
  "reportable": false,
  "manual_fallbacks": null,
  "transaction_impact": null
}

tc.playbook_effectiveness.v1

v1

consumers

Assistant Pros

fields

playbook · samples · lifecycle · replications_required · drift_detected

{
  "playbook": "Reuse",
  "samples": 0,
  "lifecycle": "CANDIDATE",
  "replications_required": 3,
  "drift_detected": false
}

tc.process_debt.v1

v1

consumers

Assistant ProsAutoFix Pros

fields

debt · occurrences · qualifies · evidence

{
  "debt": "recurring deadline conflict",
  "occurrences": 0,
  "qualifies": false,
  "evidence": null
}

tc.transaction_learning_brief.v1

v1

consumers

Assistant ProsMaster Dash

fields

question · value · note · generated_at

{
  "question": "HOW MANY LIVE TRANSACTIONS HAVE AUTHORITATIVE OUTCOMES?",
  "value": 0,
  "note": "outcomes require authoritative closing evidence",
  "generated_at": "2026-08-11"
}