{
  "status": "success",
  "data": {
    "contract": {
      "id": "public-materials",
      "name": "Public Materials",
      "summary": "A static catalog of concrete reliability scenario packs that connect TRADING4AI's public services to high-risk financial review tasks.",
      "htmlPath": "/agent-verification/materials",
      "artifactPath": "/reliability/public-materials-sample.json",
      "artifactProvenance": {
        "schemaVersion": "trading4ai-public-reliability-v1",
        "artifactVersion": "public-materials-sample-2026-05-25",
        "generatedAt": "2026-05-25T00:00:00.000Z",
        "staticSnapshotAt": "2026-05-25T00:00:00.000Z",
        "artifactUrl": "/reliability/public-materials-sample.json",
        "citationFields": [
          "artifactVersion",
          "generatedAt",
          "packs[].artifactProvenance.artifactVersion",
          "packs[].sampleEvidenceRecords[].retrievedAt",
          "packs[].sourceRefs"
        ],
        "howToCite": [
          "When citing the catalog, preserve artifactVersion, generatedAt, and the pack-specific artifact URLs you actually used.",
          "Open the HTML page first for scope and limitations, then cite the JSON artifact as a static pack catalog rather than a live review service."
        ]
      },
      "usageRules": {
        "stayAtServiceLayerWhen": [
          "Stay on the service page when the task is still broad and the agent has not yet identified the exact review scenario.",
          "Use the service layer first when the main need is to understand the general contract, output shape, and boundary language for Action Preflight, Evidence Cards, or Reliability Corpus.",
          "Do not jump straight to a pack when the action, source set, or publication claim is still too vague to name a concrete review context."
        ],
        "openScenarioPackWhen": [
          "Open the scenario pack when the task already maps to a concrete review job such as counterparty screening, wallet-transfer review, macro release packaging, filing review, or claim-safety review.",
          "Use the pack when the reader needs scenario-level checklist items, evidence-to-collect fields, and bounded safe-versus-blocked language examples.",
          "Treat the pack as the middle layer between the generic service page and the raw machine-readable JSON artifact."
        ],
        "useJsonArtifactWhen": [
          "Use the JSON artifact only after the HTML page has made the scope, limitations, and non-goals clear.",
          "Download the JSON when another agent, crawler, or retrieval workflow needs the stable machine-readable handoff surface rather than the explanatory page.",
          "Treat the JSON as a static artifact for retrieval and audit, not as a live work queue, runtime API, or request-time review service."
        ],
        "escalateToHumanReviewWhen": [
          "Escalate to human review when the case is high-value, private, legally sensitive, or close to irreversible money movement.",
          "Escalate when the evidence stays incomplete, the wording upgrades partial evidence into certainty, or the pack itself says unresolved items remain.",
          "Do not treat any static page or JSON artifact as approval, clearance, or final compliance judgment."
        ]
      },
      "delivery": "static_html_plus_static_json_artifact",
      "staticOnly": true,
      "runtimeApi": false,
      "backtesting": false,
      "tencentBackendRequired": false
    },
    "pack": {
      "id": "claim_safety_pack",
      "slug": "claim-safety-pack",
      "pagePath": "/agent-verification/materials/claim-safety-pack",
      "packArtifactPath": "/reliability/public-materials/claim-safety-pack.json",
      "artifactProvenance": {
        "schemaVersion": "trading4ai-public-reliability-v1",
        "artifactVersion": "public-material-claim-safety-pack-2026-05-25",
        "generatedAt": "2026-05-25T00:00:00.000Z",
        "staticSnapshotAt": "2026-05-25T00:00:00.000Z",
        "artifactUrl": "/reliability/public-materials/claim-safety-pack.json",
        "citationFields": [
          "artifactVersion",
          "generatedAt",
          "sampleEvidenceRecords[].retrievedAt",
          "sampleReviewOutput.verdict",
          "sourceRefs"
        ],
        "howToCite": [
          "When citing this pack, preserve artifactVersion, generatedAt, sampleEvidenceRecords[].retrievedAt, and the blocked-versus-safe wording boundary.",
          "Keep unresolved evidence visible instead of smoothing the pack into marketing, guarantee, or compliance language."
        ]
      },
      "title": "Claim-safety review before publication",
      "recommendedStart": true,
      "startHereReason": "Start here next when an agent is about to restate evidence, strategy language, or marketing claims in public-facing form.",
      "readingOrderLabel": "Start here next",
      "serviceId": "reliability-corpus",
      "serviceName": "Reliability Corpus",
      "actionTaxonomy": {
        "actionType": "financial_claim_publication_review",
        "preflightStage": "before_publication_or_distribution",
        "defaultPosture": "escalate",
        "primaryActionRisk": "A financial claim may be published as safety, approval, guarantee, compliance, or suitability language without evidence that supports it.",
        "routeWhen": [
          "An agent is preparing public, marketing, product, or support language about a financial tool, strategy, subscription, or review.",
          "The claim touches returns, low risk, safety, compliance, legality, suitability, approval, or user protection."
        ],
        "stopOrEscalateWhen": [
          "The claim implies guaranteed returns, low risk, verified safety, legal compliance, suitability, or user protection.",
          "Retrieval time, source scope, audience, limitation language, or evidence boundary is missing."
        ],
        "minimumInputFieldIds": [
          "claim_text",
          "source_links",
          "claim_category",
          "claim_evidence",
          "limitation_language"
        ],
        "minimumRequiredInputs": [
          "Exact claim text, audience, distribution channel, and whether the claim is public, marketing, support, or internal copy.",
          "Evidence links, retrieval timestamp, artifact version, and source scope supporting the safest possible restatement.",
          "Claim category, including returns, risk, legality, compliance, safety, suitability, approval, or protection language.",
          "Required limitation language and the blocked statements that must not be restated."
        ],
        "missingInputFallback": "Escalate or do not publish; collect missing source, audience, scope, and limitation evidence before restating the financial claim."
      },
      "scenario": "An agent is about to restate marketing, evidence, or strategy claims in public-facing language and needs a warning-layer review first.",
      "whyItMatters": "This is one of the most reusable reliability tasks because many financial-agent failures come from overclaiming, not from missing raw data.",
      "intendedUsers": [
        "AI agents drafting public financial summaries or promotional copy",
        "Human reviewers checking whether evidence was upgraded into unsafe claims",
        "Agent builders who need a static warning reference instead of a full scoring engine"
      ],
      "inputShape": [
        "domain: optional backtest_assumptions, runner_difference, claim_safety, or related category",
        "severity: optional low, medium, or high",
        "source: optional source-ref or text search",
        "updatedSince: optional date filter for changed entries"
      ],
      "outputShape": [
        "failure-pattern hits in the claim-safety domain",
        "usage guidance for deeper review",
        "do-not-upgrade boundaries for public language"
      ],
      "limitations": [
        "A corpus hit is a warning shape, not proof that every related strategy is invalid",
        "The corpus does not replace runner verification or human judgment",
        "Source behavior, platform documentation, and assumptions can change over time",
        "The pack does not issue a legal verdict or certify marketing language as compliant."
      ],
      "sourceRefs": [
        "https://www.sec.gov/oiea/investor-alerts-and-bulletins",
        "https://www.finra.org/investors/insights/artificial-intelligence-and-investment-fraud",
        "https://www.finra.org/investors/insights/investment-group-imposter-scams",
        "https://consumer.ftc.gov/articles/what-know-about-cryptocurrency-scams"
      ],
      "reviewChecklist": [
        "Classify the claim category, preserve the exact wording, and compare it against the source scope before repeating it.",
        "Check whether the wording upgrades sample evidence into proof, guarantees, suitability advice, compliance clearance, or safety approval.",
        "Preserve retrieval time, source scope, audience, context, and limitation language whenever a claim is repeated.",
        "Flag legal, compliance, suitability, or safety conclusions that are not directly supported by the cited material."
      ],
      "evidenceToCollect": [
        "The original claim text exactly as the agent plans to repeat it, including headline, body copy, and any guarantee or safety language.",
        "Every supporting source URL, citation, or evidence fragment the claim relies on, with retrieval timestamp and source scope.",
        "Audience, distribution context, and surrounding marketing or product language that could change how the claim is understood.",
        "Missing evidence, conflicting evidence, and unsupported leaps from source facts into suitability, compliance, safety, or outcome claims."
      ],
      "deliveryOutputs": [
        "A claim-by-claim mapping that separates supported wording, unsupported wording, and escalation-required wording.",
        "A safe restatement that keeps source, retrieval time, scope, audience, and limitation language intact.",
        "Blocked statements that must not be repeated downstream because they imply guarantees, approval, compliance, safety, suitability, or outcome certainty.",
        "A limitation note explaining what the evidence does not establish about safety, suitability, legality, compliance, or future outcomes."
      ],
      "decisionMatrix": [
        {
          "matrixId": "exact_claim_text_row",
          "label": "Exact claim text row",
          "status": "warning",
          "evidenceFieldIds": [
            "claim_text",
            "claim_category"
          ],
          "sourceRequirement": "Record the exact claim text, headline, surrounding copy, audience, channel, and claim category before rewriting or publishing.",
          "allowedStaticUse": "Use the exact claim text as the source-bound evidence anchor for bounded static review and limitation-preserving rewrite work.",
          "blockedUpgrade": "Do not call a paraphrased or softened version verified, safe, suitable, compliant, approved, guaranteed, or protected if the original claim overreaches.",
          "agentAction": "Preserve the original wording, rewrite only inside the cited source boundary, and escalate if unsafe terms remain."
        },
        {
          "matrixId": "supporting_source_evidence_row",
          "label": "Supporting source and evidence row",
          "status": "unresolved",
          "evidenceFieldIds": [
            "source_links",
            "claim_evidence"
          ],
          "sourceRequirement": "Record every supporting source URL, evidence fragment, artifact version, source owner, and whether the source actually supports the claim category.",
          "allowedStaticUse": "Use supporting source evidence only for bounded static statements tied to the cited source and its limitations.",
          "blockedUpgrade": "Do not turn thin evidence into verified safety, compliant publication, suitable advice, approved use, guaranteed results, or user protection.",
          "agentAction": "Escalate unsupported source jumps and do not publish claims whose evidence does not match the claim category."
        },
        {
          "matrixId": "retrieval_scope_limitation_row",
          "label": "Retrieval time and source scope row",
          "status": "warning",
          "evidenceFieldIds": [
            "source_links",
            "limitation_language"
          ],
          "sourceRequirement": "Record retrieval time, source scope, static snapshot boundary, audience context, and limitation language that must travel with the output.",
          "allowedStaticUse": "Use the source scope and limitation language as the bounded static frame for any safe restatement.",
          "blockedUpgrade": "Do not publish the claim as safe, compliant, suitable, approved, protected, or verified when retrieval time or source scope is missing.",
          "agentAction": "Preserve limitation language in the final note and escalate or do not publish when scope or retrieval time is absent."
        },
        {
          "matrixId": "unsafe_upgrade_terms_row",
          "label": "Guarantee, suitability, compliance, approval, and safety term row",
          "status": "blocked",
          "evidenceFieldIds": [
            "claim_category",
            "limitation_language"
          ],
          "sourceRequirement": "Identify whether the claim uses guarantee, low-risk, compliance, legality, suitability, approval, safety, protection, or outcome-certainty language.",
          "allowedStaticUse": "Use only a bounded source-backed restatement that keeps evidence limits and static-review boundaries visible.",
          "blockedUpgrade": "Block language that says the claim is guaranteed, compliant, suitable, approved, safe, verified, or protection for users unless a qualified human review explicitly owns that decision.",
          "agentAction": "Rewrite or block the claim, preserve the unsafe term as a blocked statement, and escalate before publication."
        }
      ],
      "citationRules": [
        "Keep every public restatement tied to a named source, retrieval time, and explicit scope.",
        "Do not turn sample evidence, one source, or absence of negative evidence into guarantees or suitability claims.",
        "Preserve limitation language whenever a claim touches returns, legality, compliance, safety, or user fit.",
        "If support is missing or mixed, say the claim remains unresolved instead of smoothing it into marketing copy."
      ],
      "sampleInputSummary": "Draft publication line: 'This strategy is verified and safe for users' based on static sample materials and partial supporting notes.",
      "sampleEvidenceRecords": [
        {
          "id": "sample_artifact_scope",
          "label": "Underlying source only supports a static sample artifact, not live user safety or suitability claims",
          "status": "warning",
          "sourceLabel": "TRADING4AI Evidence Cards sample",
          "sourceUrl": "/reliability/evidence-cards-sample.json",
          "retrievedAt": "2026-05-25T00:00:00.000Z",
          "note": "The cited artifact is descriptive and bounded; it is not a live approval record."
        },
        {
          "id": "no_safety_approval_source",
          "label": "No cited source provides a legal, compliance, or safety approval for the publication claim",
          "status": "unresolved",
          "sourceLabel": "SEC investor alerts and bulletins",
          "sourceUrl": "https://www.sec.gov/oiea/investor-alerts-and-bulletins",
          "retrievedAt": "2026-05-25T00:00:00.000Z",
          "note": "The source warns about financial promotion risk, but it does not certify this claim."
        },
        {
          "id": "ai_fraud_overclaim_warning",
          "label": "FINRA artificial intelligence and investment fraud guidance warns that AI trading claims can be used to sell unrealistic promises",
          "status": "warning",
          "sourceLabel": "FINRA artificial intelligence and investment fraud",
          "sourceUrl": "https://www.finra.org/investors/insights/artificial-intelligence-and-investment-fraud",
          "retrievedAt": "2026-05-25T00:00:00.000Z",
          "note": "The source supports warning language around AI investment fraud risk; it does not support saying an AI strategy is safe, guaranteed, or suitable."
        },
        {
          "id": "investment_group_imposter_warning",
          "label": "FINRA investment group imposter scams guidance is relevant when claims are distributed through social or private groups",
          "status": "warning",
          "sourceLabel": "FINRA investment group imposter scams",
          "sourceUrl": "https://www.finra.org/investors/insights/investment-group-imposter-scams",
          "retrievedAt": "2026-05-25T00:00:00.000Z",
          "note": "The source supports a public-warning boundary for social investment-group claims, not an approval or safety clearance for the group."
        },
        {
          "id": "timestamp_and_scope_missing",
          "label": "Retrieval timestamp and limitation language are missing from the publication draft",
          "status": "warning",
          "sourceLabel": "Claim-safety pack draft review",
          "sourceUrl": "/agent-verification/materials/claim-safety-pack",
          "retrievedAt": "2026-05-25T00:00:00.000Z",
          "note": "Without retrieval time and scope, readers cannot tell what the evidence actually covers."
        },
        {
          "id": "guarantee_language_upgrade",
          "label": "The draft upgrades absence of negative evidence into a guarantee of protection or safety",
          "status": "warning",
          "sourceLabel": "FTC cryptocurrency scam guidance",
          "sourceUrl": "https://consumer.ftc.gov/articles/what-know-about-cryptocurrency-scams",
          "retrievedAt": "2026-05-25T00:00:00.000Z",
          "note": "FTC cryptocurrency scam guidance supports caution around crypto payment and promotion claims; it does not turn limited evidence into a broad safety promise."
        }
      ],
      "sampleReviewOutput": {
        "verdict": "escalate",
        "summary": "The publication draft overstates what the cited materials establish and should be rewritten before release.",
        "unresolvedItems": [
          "No cited source proves safety, suitability, or guaranteed protection for users.",
          "The claim is not anchored to retrieval time, scope, or dataset limits.",
          "The wording converts static sample material into a universal trust statement."
        ],
        "requiredFollowUp": [
          "Replace guarantee language with a source-bound restatement tied to the cited artifact and retrieval time.",
          "Add limitation language covering static-sample scope and lack of live review.",
          "Escalate any compliance or safety wording to human review before publication."
        ],
        "safeRestatement": "The cited material supports only a bounded, source-scoped description of the sample artifact at the listed retrieval time, with explicit limitations; it is not advice, not approval, and not a promise of user safety or outcomes.",
        "blockedRestatement": "This strategy is verified and safe for users, guaranteed to protect them, compliant for publication, approved for use, and suitable for the audience."
      },
      "escalationTriggers": [
        "The statement promises returns, low risk, safety, or suitability.",
        "The claim converts a static sample or one source into a universal conclusion.",
        "The language turns an absence of evidence into a safety or compliance clearance claim."
      ],
      "safeStatements": [
        "The evidence supports a bounded observation with stated limitations and retrieval time.",
        "This material can describe what was observed, but it does not guarantee future outcomes or user suitability.",
        "The claim should stay tied to the cited source rather than being upgraded into approval language."
      ],
      "blockedStatements": [
        "This strategy is verified and safe for users.",
        "This result proves the asset will go up.",
        "The public material certifies compliance, legality, or guaranteed protection."
      ],
      "relatedArtifacts": [
        {
          "label": "Reliability Corpus page",
          "href": "/agent-verification/reliability-corpus",
          "kind": "html_page"
        },
        {
          "label": "Reliability Corpus JSON sample",
          "href": "/reliability/reliability-corpus-sample.json",
          "kind": "json_artifact"
        },
        {
          "label": "Evidence Cards page",
          "href": "/agent-verification/evidence-cards",
          "kind": "html_page"
        },
        {
          "label": "Evidence Cards JSON sample",
          "href": "/reliability/evidence-cards-sample.json",
          "kind": "json_artifact"
        }
      ],
      "artifactPath": "/reliability/reliability-corpus-sample.json",
      "plainLanguageSummary": "Use this static pack before a financial agent publishes, promotes, or restates a claim that could overstate evidence, safety, suitability, approval, or expected outcomes.",
      "exampleUserInput": "A user asks whether the phrase 'this strategy is verified and safe for users' can be published based on limited static sample material.",
      "expectedStaticOutput": "A source-bound claim-safety note that separates exact claim text, evidence links, retrieval time, blocked language, safe restatement, and human-escalation requirements.",
      "bestUsedWhen": [
        "The output will be public, promotional, user-facing, or likely to be reused by another agent.",
        "The agent needs to preserve source scope and limitation language before repeating a financial claim."
      ],
      "notUsedFor": [
        "Live screening, live compliance clearance, or request-time approval.",
        "Trading, backtesting, execution, investment advice, or legal advice."
      ],
      "sourceFreshnessNote": "This pack preserves a static source snapshot and citation trail; it does not fetch fresh third-party data at request time.",
      "agentReadingHint": "Read the HTML page first for boundaries, then use the JSON artifact for structured retrieval."
    },
    "sampleEvidenceCard": {
      "cardId": "claim_safety_pack_sample_evidence_card",
      "cardTitle": "Claim-safety review before publication sample evidence card",
      "evidenceLevel": "static_public_sample",
      "pagePath": "/agent-verification/materials/claim-safety-pack",
      "artifactPath": "/reliability/public-materials/claim-safety-pack.json",
      "reviewVerdict": "escalate",
      "sourceBoundSummary": "The cited material supports only a bounded, source-scoped description of the sample artifact at the listed retrieval time, with explicit limitations; it is not advice, not approval, and not a promise of user safety or outcomes.",
      "sourceRefs": [
        "https://www.sec.gov/oiea/investor-alerts-and-bulletins",
        "https://www.finra.org/investors/insights/artificial-intelligence-and-investment-fraud",
        "https://www.finra.org/investors/insights/investment-group-imposter-scams",
        "https://consumer.ftc.gov/articles/what-know-about-cryptocurrency-scams"
      ],
      "canonicalCitation": {
        "pageUrl": "https://trading4ai.com/agent-verification/materials/claim-safety-pack",
        "artifactUrl": "https://trading4ai.com/reliability/public-materials/claim-safety-pack.json",
        "artifactVersion": "public-material-claim-safety-pack-2026-05-25",
        "generatedAt": "2026-05-25T00:00:00.000Z",
        "staticSnapshotAt": "2026-05-25T00:00:00.000Z",
        "sourceSnapshotAt": "2026-05-25T00:00:00.000Z",
        "recommendedCitationText": "Claim-safety review before publication, public-material-claim-safety-pack-2026-05-25, generated 2026-05-25T00:00:00.000Z, source snapshot 2026-05-25T00:00:00.000Z, https://trading4ai.com/agent-verification/materials/claim-safety-pack"
      },
      "citationBlock": [
        "artifactVersion=public-material-claim-safety-pack-2026-05-25",
        "generatedAt=2026-05-25T00:00:00.000Z",
        "staticSnapshotAt=2026-05-25T00:00:00.000Z",
        "sampleEvidenceRetrievedAt=2026-05-25T00:00:00.000Z",
        "pagePath=/agent-verification/materials/claim-safety-pack",
        "artifactPath=/reliability/public-materials/claim-safety-pack.json"
      ],
      "keyFindings": [
        "warning: Underlying source only supports a static sample artifact, not live user safety or suitability claims (The cited artifact is descriptive and bounded; it is not a live approval record.)",
        "unresolved: No cited source provides a legal, compliance, or safety approval for the publication claim (The source warns about financial promotion risk, but it does not certify this claim.)",
        "warning: FINRA artificial intelligence and investment fraud guidance warns that AI trading claims can be used to sell unrealistic promises (The source supports warning language around AI investment fraud risk; it does not support saying an AI strategy is safe, guaranteed, or suitable.)",
        "warning: FINRA investment group imposter scams guidance is relevant when claims are distributed through social or private groups (The source supports a public-warning boundary for social investment-group claims, not an approval or safety clearance for the group.)",
        "warning: Retrieval timestamp and limitation language are missing from the publication draft (Without retrieval time and scope, readers cannot tell what the evidence actually covers.)",
        "warning: The draft upgrades absence of negative evidence into a guarantee of protection or safety (FTC cryptocurrency scam guidance supports caution around crypto payment and promotion claims; it does not turn limited evidence into a broad safety promise.)"
      ],
      "requiredDisclosures": [
        "Static public sample only; not a live review, approval, compliance clearance, or request-time judgment.",
        "A corpus hit is a warning shape, not proof that every related strategy is invalid",
        "The corpus does not replace runner verification or human judgment",
        "Source behavior, platform documentation, and assumptions can change over time",
        "The pack does not issue a legal verdict or certify marketing language as compliant.",
        "No cited source proves safety, suitability, or guaranteed protection for users.",
        "The claim is not anchored to retrieval time, scope, or dataset limits.",
        "The wording converts static sample material into a universal trust statement."
      ],
      "doNotClaim": [
        "This strategy is verified and safe for users.",
        "This result proves the asset will go up.",
        "The public material certifies compliance, legality, or guaranteed protection."
      ]
    },
    "actionRouting": {
      "packId": "claim_safety_pack",
      "title": "Claim-safety review before publication",
      "serviceId": "reliability-corpus",
      "serviceName": "Reliability Corpus",
      "pagePath": "/agent-verification/materials/claim-safety-pack",
      "artifactPath": "/reliability/public-materials/claim-safety-pack.json",
      "actionType": "financial_claim_publication_review",
      "preflightStage": "before_publication_or_distribution",
      "defaultPosture": "escalate",
      "primaryActionRisk": "A financial claim may be published as safety, approval, guarantee, compliance, or suitability language without evidence that supports it.",
      "routeWhen": [
        "An agent is preparing public, marketing, product, or support language about a financial tool, strategy, subscription, or review.",
        "The claim touches returns, low risk, safety, compliance, legality, suitability, approval, or user protection."
      ],
      "stopOrEscalateWhen": [
        "The claim implies guaranteed returns, low risk, verified safety, legal compliance, suitability, or user protection.",
        "Retrieval time, source scope, audience, limitation language, or evidence boundary is missing."
      ],
      "minimumInputFieldIds": [
        "claim_text",
        "source_links",
        "claim_category",
        "claim_evidence",
        "limitation_language"
      ],
      "minimumRequiredInputs": [
        "Exact claim text, audience, distribution channel, and whether the claim is public, marketing, support, or internal copy.",
        "Evidence links, retrieval timestamp, artifact version, and source scope supporting the safest possible restatement.",
        "Claim category, including returns, risk, legality, compliance, safety, suitability, approval, or protection language.",
        "Required limitation language and the blocked statements that must not be restated."
      ],
      "missingInputFallback": "Escalate or do not publish; collect missing source, audience, scope, and limitation evidence before restating the financial claim."
    },
    "inputFieldGlossary": [
      {
        "fieldId": "claim_text",
        "label": "Claim text",
        "description": "The exact financial claim before it is restated, published, or reused.",
        "whyItMatters": "Claim safety review must inspect the actual words, not a paraphrased intention.",
        "exampleValues": [
          "guaranteed return sentence",
          "low-risk phrase",
          "compliance claim",
          "approval claim"
        ],
        "usedByActionTypes": [
          "financial_claim_publication_review"
        ],
        "missingInputRisk": "The agent may miss overclaiming, suitability language, or unsupported safety language."
      },
      {
        "fieldId": "source_links",
        "label": "Source links",
        "description": "Official registries, warning pages, filings, releases, or cited public pages used as evidence.",
        "whyItMatters": "Static evidence cards only work when their source set is explicit and retrievable.",
        "exampleValues": [
          "OFAC URL",
          "SEC filing URL",
          "FRED series URL",
          "public warning page"
        ],
        "usedByActionTypes": [
          "counterparty_payment_review",
          "wallet_transfer_unverified_counterparty",
          "macro_release_context_interpretation",
          "public_company_filing_review",
          "financial_claim_publication_review"
        ],
        "missingInputRisk": "The agent cannot separate source-bound evidence from unsourced assertion."
      },
      {
        "fieldId": "claim_category",
        "label": "Claim category",
        "description": "The risk class of the claim, such as returns, risk, legality, compliance, suitability, approval, or protection.",
        "whyItMatters": "Different claim categories need different blocked-language and limitation checks.",
        "exampleValues": [
          "returns",
          "risk",
          "legality",
          "compliance",
          "suitability"
        ],
        "usedByActionTypes": [
          "financial_claim_publication_review"
        ],
        "missingInputRisk": "The agent may apply generic wording where a stricter blocked-claim rule is needed."
      },
      {
        "fieldId": "claim_evidence",
        "label": "Claim evidence",
        "description": "Source material supporting performance, risk, registration, approval, compliance, or safety claims.",
        "whyItMatters": "Unsupported financial claims should not be upgraded into safe, verified, or suitable statements.",
        "exampleValues": [
          "performance report",
          "registration page",
          "risk disclosure",
          "audit statement"
        ],
        "usedByActionTypes": [
          "crypto_signal_subscription_payment",
          "financial_claim_publication_review"
        ],
        "missingInputRisk": "The agent may repeat promotional language as if it were verified evidence."
      },
      {
        "fieldId": "limitation_language",
        "label": "Limitation language",
        "description": "The caveats, source scope, retrieval time, and blocked statements that must travel with the output.",
        "whyItMatters": "Evidence is only trustworthy when its boundary is visible to downstream readers and agents.",
        "exampleValues": [
          "static snapshot",
          "not legal advice",
          "not live screening",
          "evidence gap"
        ],
        "usedByActionTypes": [
          "financial_claim_publication_review"
        ],
        "missingInputRisk": "The agent may publish a bounded evidence note as if it were live clearance or final advice."
      }
    ],
    "preflightQuestionnaire": {
      "packId": "claim_safety_pack",
      "title": "Claim-safety review before publication",
      "actionType": "financial_claim_publication_review",
      "preflightStage": "before_publication_or_distribution",
      "defaultPosture": "escalate",
      "artifactPath": "/reliability/public-materials/claim-safety-pack.json",
      "pagePath": "/agent-verification/materials/claim-safety-pack",
      "completionRule": "Answer every question with source-bound evidence before upgrading the review posture; if any required input is missing, apply the missing-input fallback and do not treat the static pack as approval.",
      "questions": [
        {
          "fieldId": "claim_text",
          "label": "Claim text",
          "prompt": "What evidence identifies the claim text for this financial_claim_publication_review review?",
          "acceptableEvidence": [
            "guaranteed return sentence",
            "low-risk phrase",
            "compliance claim",
            "approval claim"
          ],
          "ifMissing": "The agent may miss overclaiming, suitability language, or unsupported safety language. Escalate or do not publish; collect missing source, audience, scope, and limitation evidence before restating the financial claim."
        },
        {
          "fieldId": "source_links",
          "label": "Source links",
          "prompt": "What evidence identifies the source links for this financial_claim_publication_review review?",
          "acceptableEvidence": [
            "OFAC URL",
            "SEC filing URL",
            "FRED series URL",
            "public warning page"
          ],
          "ifMissing": "The agent cannot separate source-bound evidence from unsourced assertion. Escalate or do not publish; collect missing source, audience, scope, and limitation evidence before restating the financial claim."
        },
        {
          "fieldId": "claim_category",
          "label": "Claim category",
          "prompt": "What evidence identifies the claim category for this financial_claim_publication_review review?",
          "acceptableEvidence": [
            "returns",
            "risk",
            "legality",
            "compliance",
            "suitability"
          ],
          "ifMissing": "The agent may apply generic wording where a stricter blocked-claim rule is needed. Escalate or do not publish; collect missing source, audience, scope, and limitation evidence before restating the financial claim."
        },
        {
          "fieldId": "claim_evidence",
          "label": "Claim evidence",
          "prompt": "What evidence identifies the claim evidence for this financial_claim_publication_review review?",
          "acceptableEvidence": [
            "performance report",
            "registration page",
            "risk disclosure",
            "audit statement"
          ],
          "ifMissing": "The agent may repeat promotional language as if it were verified evidence. Escalate or do not publish; collect missing source, audience, scope, and limitation evidence before restating the financial claim."
        },
        {
          "fieldId": "limitation_language",
          "label": "Limitation language",
          "prompt": "What evidence identifies the limitation language for this financial_claim_publication_review review?",
          "acceptableEvidence": [
            "static snapshot",
            "not legal advice",
            "not live screening",
            "evidence gap"
          ],
          "ifMissing": "The agent may publish a bounded evidence note as if it were live clearance or final advice. Escalate or do not publish; collect missing source, audience, scope, and limitation evidence before restating the financial claim."
        }
      ]
    },
    "preflightDecisionPolicy": {
      "packId": "claim_safety_pack",
      "title": "Claim-safety review before publication",
      "actionType": "financial_claim_publication_review",
      "defaultPosture": "escalate",
      "pagePath": "/agent-verification/materials/claim-safety-pack",
      "artifactPath": "/reliability/public-materials/claim-safety-pack.json",
      "proceedOnlyWhen": [
        "Collected and cited: Exact claim text, audience, distribution channel, and whether the claim is public, marketing, support, or internal copy.",
        "Collected and cited: Evidence links, retrieval timestamp, artifact version, and source scope supporting the safest possible restatement.",
        "Collected and cited: Claim category, including returns, risk, legality, compliance, safety, suitability, approval, or protection language.",
        "Collected and cited: Required limitation language and the blocked statements that must not be restated."
      ],
      "fallbackWhenMissingInputs": "Escalate or do not publish; collect missing source, audience, scope, and limitation evidence before restating the financial claim.",
      "stopOrEscalateWhen": [
        "The claim implies guaranteed returns, low risk, verified safety, legal compliance, suitability, or user protection.",
        "Retrieval time, source scope, audience, limitation language, or evidence boundary is missing.",
        "The statement promises returns, low risk, safety, or suitability.",
        "The claim converts a static sample or one source into a universal conclusion.",
        "The language turns an absence of evidence into a safety or compliance clearance claim."
      ],
      "allowedStaticOutput": "The cited material supports only a bounded, source-scoped description of the sample artifact at the listed retrieval time, with explicit limitations; it is not advice, not approval, and not a promise of user safety or outcomes.",
      "blockedStaticOutput": "This strategy is verified and safe for users, guaranteed to protect them, compliant for publication, approved for use, and suitable for the audience.",
      "humanEscalationRule": "Escalate to human review when any stop-or-escalate rule applies, when required evidence is missing, or when the requested action would treat this static pack as approval, clearance, execution advice, or live screening."
    },
    "decisionGuardrails": [
      {
        "packId": "claim_safety_pack",
        "guardrailId": "claim_safety_pack_missing_minimum_inputs",
        "severity": "escalate",
        "condition": "One or more minimum inputs are missing or uncited: Exact claim text, audience, distribution channel, and whether the claim is public, marketing, support, or internal copy.; Evidence links, retrieval timestamp, artifact version, and source scope supporting the safest possible restatement.; Claim category, including returns, risk, legality, compliance, safety, suitability, approval, or protection language.; Required limitation language and the blocked statements that must not be restated..",
        "requiredAgentAction": "Escalate or do not publish; collect missing source, audience, scope, and limitation evidence before restating the financial claim.",
        "allowedStaticOutput": "The cited material supports only a bounded, source-scoped description of the sample artifact at the listed retrieval time, with explicit limitations; it is not advice, not approval, and not a promise of user safety or outcomes.",
        "blockedOutputUpgrade": "This strategy is verified and safe for users, guaranteed to protect them, compliant for publication, approved for use, and suitable for the audience.",
        "evidenceFieldIds": [
          "claim_text",
          "source_links",
          "claim_category",
          "claim_evidence",
          "limitation_language"
        ],
        "sourceBoundary": "Static public material only; preserve source URLs, retrieval time, artifact version, limitations, and unresolved items. Do not upgrade this pack into live clearance, approval, execution advice, compliance sign-off, or backtesting.",
        "humanReviewRequired": true
      },
      {
        "packId": "claim_safety_pack",
        "guardrailId": "claim_safety_pack_stop_or_escalate_trigger",
        "severity": "escalate",
        "condition": "Any stop-or-escalate trigger applies: The claim implies guaranteed returns, low risk, verified safety, legal compliance, suitability, or user protection.; Retrieval time, source scope, audience, limitation language, or evidence boundary is missing.; The statement promises returns, low risk, safety, or suitability.; The claim converts a static sample or one source into a universal conclusion.; The language turns an absence of evidence into a safety or compliance clearance claim..",
        "requiredAgentAction": "Stop automatic action, keep the unresolved risk visible, and route the item to human review before payment, publication, execution, or downstream trust transfer.",
        "allowedStaticOutput": "The evidence supports a bounded observation with stated limitations and retrieval time. This material can describe what was observed, but it does not guarantee future outcomes or user suitability. The claim should stay tied to the cited source rather than being upgraded into approval language.",
        "blockedOutputUpgrade": "This strategy is verified and safe for users. This result proves the asset will go up. The public material certifies compliance, legality, or guaranteed protection.",
        "evidenceFieldIds": [
          "claim_text",
          "source_links",
          "claim_category",
          "claim_evidence",
          "limitation_language"
        ],
        "sourceBoundary": "Static public material only; preserve source URLs, retrieval time, artifact version, limitations, and unresolved items. Do not upgrade this pack into live clearance, approval, execution advice, compliance sign-off, or backtesting.",
        "humanReviewRequired": true
      },
      {
        "packId": "claim_safety_pack",
        "guardrailId": "claim_safety_pack_safe_static_output_boundary",
        "severity": "allow_with_limits",
        "condition": "All minimum inputs are collected, cited, and no stop-or-escalate trigger applies; the output still remains a bounded static material summary.",
        "requiredAgentAction": "Emit only source-bound, timestamped, limitation-preserving static output and carry unresolved items into the final note.",
        "allowedStaticOutput": "The cited material supports only a bounded, source-scoped description of the sample artifact at the listed retrieval time, with explicit limitations; it is not advice, not approval, and not a promise of user safety or outcomes.",
        "blockedOutputUpgrade": "This strategy is verified and safe for users, guaranteed to protect them, compliant for publication, approved for use, and suitable for the audience.",
        "evidenceFieldIds": [
          "claim_text",
          "source_links",
          "claim_category",
          "claim_evidence",
          "limitation_language"
        ],
        "sourceBoundary": "Static public material only; preserve source URLs, retrieval time, artifact version, limitations, and unresolved items. Do not upgrade this pack into live clearance, approval, execution advice, compliance sign-off, or backtesting.",
        "humanReviewRequired": false
      }
    ],
    "staticActionNoteTemplate": {
      "packId": "claim_safety_pack",
      "templateId": "claim_safety_pack_static_action_note_template",
      "title": "Claim-safety review before publication",
      "actionType": "financial_claim_publication_review",
      "defaultPosture": "escalate",
      "pagePath": "/agent-verification/materials/claim-safety-pack",
      "artifactPath": "/reliability/public-materials/claim-safety-pack.json",
      "outputName": "Claim-safety review before publication static action note",
      "allowedUse": "Use only as a static, source-bound Reliability Corpus note after completing action routing, the preflight questionnaire, and the decision policy.",
      "minimumInputFieldIds": [
        "claim_text",
        "source_links",
        "claim_category",
        "claim_evidence",
        "limitation_language"
      ],
      "evidenceToCollect": [
        "The original claim text exactly as the agent plans to repeat it, including headline, body copy, and any guarantee or safety language.",
        "Every supporting source URL, citation, or evidence fragment the claim relies on, with retrieval timestamp and source scope.",
        "Audience, distribution context, and surrounding marketing or product language that could change how the claim is understood.",
        "Missing evidence, conflicting evidence, and unsupported leaps from source facts into suitability, compliance, safety, or outcome claims."
      ],
      "deliveryOutputs": [
        "A claim-by-claim mapping that separates supported wording, unsupported wording, and escalation-required wording.",
        "A safe restatement that keeps source, retrieval time, scope, audience, and limitation language intact.",
        "Blocked statements that must not be repeated downstream because they imply guarantees, approval, compliance, safety, suitability, or outcome certainty.",
        "A limitation note explaining what the evidence does not establish about safety, suitability, legality, compliance, or future outcomes."
      ],
      "sections": [
        {
          "sectionId": "action_context",
          "title": "Action context",
          "required": true,
          "guidance": "State the action type, preflight stage, default posture, and collected minimum inputs: Exact claim text, audience, distribution channel, and whether the claim is public, marketing, support, or internal copy.; Evidence links, retrieval timestamp, artifact version, and source scope supporting the safest possible restatement.; Claim category, including returns, risk, legality, compliance, safety, suitability, approval, or protection language.; Required limitation language and the blocked statements that must not be restated.."
        },
        {
          "sectionId": "source_bound_evidence",
          "title": "Source-bound evidence",
          "required": true,
          "guidance": "List only cited evidence collected for this pack: The original claim text exactly as the agent plans to repeat it, including headline, body copy, and any guarantee or safety language.; Every supporting source URL, citation, or evidence fragment the claim relies on, with retrieval timestamp and source scope.; Audience, distribution context, and surrounding marketing or product language that could change how the claim is understood.; Missing evidence, conflicting evidence, and unsupported leaps from source facts into suitability, compliance, safety, or outcome claims.."
        },
        {
          "sectionId": "decision_policy",
          "title": "Decision policy",
          "required": true,
          "guidance": "Apply fallback 'Escalate or do not publish; collect missing source, audience, scope, and limitation evidence before restating the financial claim.' and stop/escalate when any policy trigger applies."
        },
        {
          "sectionId": "safe_restatement",
          "title": "Safe restatement",
          "required": true,
          "guidance": "Use bounded language no stronger than: The cited material supports only a bounded, source-scoped description of the sample artifact at the listed retrieval time, with explicit limitations; it is not advice, not approval, and not a promise of user safety or outcomes."
        },
        {
          "sectionId": "blocked_language",
          "title": "Blocked language",
          "required": true,
          "guidance": "Do not restate or imply: This strategy is verified and safe for users, guaranteed to protect them, compliant for publication, approved for use, and suitable for the audience."
        },
        {
          "sectionId": "citation_trail",
          "title": "Citation trail",
          "required": true,
          "guidance": "Preserve citation requirements: Keep every public restatement tied to a named source, retrieval time, and explicit scope.; Do not turn sample evidence, one source, or absence of negative evidence into guarantees or suitability claims.; Preserve limitation language whenever a claim touches returns, legality, compliance, safety, or user fit.; If support is missing or mixed, say the claim remains unresolved instead of smoothing it into marketing copy.."
        }
      ],
      "citationRequirements": [
        "Keep every public restatement tied to a named source, retrieval time, and explicit scope.",
        "Do not turn sample evidence, one source, or absence of negative evidence into guarantees or suitability claims.",
        "Preserve limitation language whenever a claim touches returns, legality, compliance, safety, or user fit.",
        "If support is missing or mixed, say the claim remains unresolved instead of smoothing it into marketing copy."
      ],
      "prohibitedUses": [
        "This strategy is verified and safe for users.",
        "This result proves the asset will go up.",
        "The public material certifies compliance, legality, or guaranteed protection."
      ],
      "finalBoundaryStatement": "This is a static action note template, not approval, not live screening, not backtesting, not execution advice, and not a clearance decision."
    },
    "staticActionNoteExample": {
      "packId": "claim_safety_pack",
      "exampleId": "claim_safety_pack_static_action_note_example",
      "templateId": "claim_safety_pack_static_action_note_template",
      "title": "Claim-safety review before publication static action note example",
      "actionType": "financial_claim_publication_review",
      "defaultPosture": "escalate",
      "noteStatus": "escalate",
      "pagePath": "/agent-verification/materials/claim-safety-pack",
      "artifactPath": "/reliability/public-materials/claim-safety-pack.json",
      "sourceSnapshotAt": "2026-05-25T00:00:00.000Z",
      "citedEvidenceRecordIds": [
        "sample_artifact_scope",
        "no_safety_approval_source",
        "ai_fraud_overclaim_warning",
        "investment_group_imposter_warning",
        "timestamp_and_scope_missing",
        "guarantee_language_upgrade"
      ],
      "sections": [
        {
          "sectionId": "action_context",
          "title": "Action context",
          "body": "Draft publication line: 'This strategy is verified and safe for users' based on static sample materials and partial supporting notes. Action type: financial_claim_publication_review. Default posture: escalate. Minimum inputs: Exact claim text, audience, distribution channel, and whether the claim is public, marketing, support, or internal copy.; Evidence links, retrieval timestamp, artifact version, and source scope supporting the safest possible restatement.; Claim category, including returns, risk, legality, compliance, safety, suitability, approval, or protection language.; Required limitation language and the blocked statements that must not be restated..",
          "citationPointers": [
            "sampleInputSummary",
            "actionTaxonomy",
            "minimumRequiredInputs"
          ]
        },
        {
          "sectionId": "source_bound_evidence",
          "title": "Source-bound evidence",
          "body": "warning: Underlying source only supports a static sample artifact, not live user safety or suitability claims. The cited artifact is descriptive and bounded; it is not a live approval record. unresolved: No cited source provides a legal, compliance, or safety approval for the publication claim. The source warns about financial promotion risk, but it does not certify this claim. warning: FINRA artificial intelligence and investment fraud guidance warns that AI trading claims can be used to sell unrealistic promises. The source supports warning language around AI investment fraud risk; it does not support saying an AI strategy is safe, guaranteed, or suitable. warning: FINRA investment group imposter scams guidance is relevant when claims are distributed through social or private groups. The source supports a public-warning boundary for social investment-group claims, not an approval or safety clearance for the group. warning: Retrieval timestamp and limitation language are missing from the publication draft. Without retrieval time and scope, readers cannot tell what the evidence actually covers. warning: The draft upgrades absence of negative evidence into a guarantee of protection or safety. FTC cryptocurrency scam guidance supports caution around crypto payment and promotion claims; it does not turn limited evidence into a broad safety promise.",
          "citationPointers": [
            "sample_artifact_scope:/reliability/evidence-cards-sample.json",
            "no_safety_approval_source:https://www.sec.gov/oiea/investor-alerts-and-bulletins",
            "ai_fraud_overclaim_warning:https://www.finra.org/investors/insights/artificial-intelligence-and-investment-fraud",
            "investment_group_imposter_warning:https://www.finra.org/investors/insights/investment-group-imposter-scams",
            "timestamp_and_scope_missing:/agent-verification/materials/claim-safety-pack",
            "guarantee_language_upgrade:https://consumer.ftc.gov/articles/what-know-about-cryptocurrency-scams"
          ]
        },
        {
          "sectionId": "decision_policy",
          "title": "Decision policy",
          "body": "escalate: The publication draft overstates what the cited materials establish and should be rewritten before release. Unresolved items: No cited source proves safety, suitability, or guaranteed protection for users.; The claim is not anchored to retrieval time, scope, or dataset limits.; The wording converts static sample material into a universal trust statement. Required follow-up: Replace guarantee language with a source-bound restatement tied to the cited artifact and retrieval time.; Add limitation language covering static-sample scope and lack of live review.; Escalate any compliance or safety wording to human review before publication..",
          "citationPointers": [
            "sampleReviewOutput.verdict",
            "sampleReviewOutput.unresolvedItems",
            "sampleReviewOutput.requiredFollowUp"
          ]
        },
        {
          "sectionId": "safe_restatement",
          "title": "Safe restatement",
          "body": "The cited material supports only a bounded, source-scoped description of the sample artifact at the listed retrieval time, with explicit limitations; it is not advice, not approval, and not a promise of user safety or outcomes.",
          "citationPointers": [
            "sampleReviewOutput.safeRestatement"
          ]
        },
        {
          "sectionId": "blocked_language",
          "title": "Blocked language",
          "body": "This strategy is verified and safe for users, guaranteed to protect them, compliant for publication, approved for use, and suitable for the audience.",
          "citationPointers": [
            "sampleReviewOutput.blockedRestatement",
            "blockedStatements"
          ]
        },
        {
          "sectionId": "citation_trail",
          "title": "Citation trail",
          "body": "Claim-safety review before publication, public-material-claim-safety-pack-2026-05-25, generated 2026-05-25T00:00:00.000Z, source snapshot 2026-05-25T00:00:00.000Z, https://trading4ai.com/agent-verification/materials/claim-safety-pack Citation requirements: Keep every public restatement tied to a named source, retrieval time, and explicit scope.; Do not turn sample evidence, one source, or absence of negative evidence into guarantees or suitability claims.; Preserve limitation language whenever a claim touches returns, legality, compliance, safety, or user fit.; If support is missing or mixed, say the claim remains unresolved instead of smoothing it into marketing copy..",
          "citationPointers": [
            "artifactVersion:public-material-claim-safety-pack-2026-05-25",
            "sourceSnapshotAt:2026-05-25T00:00:00.000Z",
            "/reliability/public-materials/claim-safety-pack.json"
          ]
        }
      ],
      "finalBoundaryStatement": "This is a static action note template, not approval, not live screening, not backtesting, not execution advice, and not a clearance decision."
    },
    "agentWorkflow": {
      "packId": "claim_safety_pack",
      "workflowId": "claim_safety_pack_agent_workflow",
      "title": "Claim-safety review before publication agent workflow",
      "serviceId": "reliability-corpus",
      "serviceName": "Reliability Corpus",
      "actionType": "financial_claim_publication_review",
      "defaultPosture": "escalate",
      "pagePath": "/agent-verification/materials/claim-safety-pack",
      "artifactPath": "/reliability/public-materials/claim-safety-pack.json",
      "stepIds": [
        "select_pack",
        "collect_minimum_inputs",
        "answer_preflight_questionnaire",
        "apply_decision_policy",
        "draft_static_action_note",
        "cite_and_escalate"
      ],
      "minimumInputFieldIds": [
        "claim_text",
        "source_links",
        "claim_category",
        "claim_evidence",
        "limitation_language"
      ],
      "questionCount": 5,
      "linkedArtifacts": {
        "actionRoutingActionType": "financial_claim_publication_review",
        "preflightQuestionnairePackId": "claim_safety_pack",
        "preflightDecisionPolicyPackId": "claim_safety_pack",
        "staticActionNoteTemplateId": "claim_safety_pack_static_action_note_template",
        "staticActionNoteExampleId": "claim_safety_pack_static_action_note_example",
        "sourceManifestCount": 6,
        "canonicalCitationText": "Claim-safety review before publication, public-material-claim-safety-pack-2026-05-25, generated 2026-05-25T00:00:00.000Z, source snapshot 2026-05-25T00:00:00.000Z, https://trading4ai.com/agent-verification/materials/claim-safety-pack"
      },
      "recommendedUse": [
        "Select this workflow when the action type matches the user's requested financial action.",
        "Collect every minimum input field before upgrading the posture or drafting user-facing language.",
        "Use the filled static action note example as a format reference, not as a live decision for a new user request."
      ],
      "nonGoals": [
        "This workflow is not a live screening, approval, clearance, execution, trading, backtesting, or compliance decision.",
        "This workflow does not fetch fresh third-party sources or validate user-submitted data at request time.",
        "This workflow does not replace qualified human review for high-risk payments, transfers, claims, filings, or macro interpretation."
      ],
      "escalationRule": "Escalate to qualified human review when required inputs are missing, source confidence is unresolved, payment or transfer risk is present, or the user asks for approval, clearance, execution, suitability, or compliance guarantees."
    },
    "machineSummary": {
      "packId": "claim_safety_pack",
      "title": "Claim-safety review before publication",
      "serviceId": "reliability-corpus",
      "serviceName": "Reliability Corpus",
      "actionType": "financial_claim_publication_review",
      "defaultPosture": "escalate",
      "pageUrl": "https://trading4ai.com/agent-verification/materials/claim-safety-pack",
      "artifactUrl": "https://trading4ai.com/reliability/public-materials/claim-safety-pack.json",
      "sourceSnapshotAt": "2026-05-25T00:00:00.000Z",
      "minimumInputFieldIds": [
        "claim_text",
        "source_links",
        "claim_category",
        "claim_evidence",
        "limitation_language"
      ],
      "agentUse": [
        "Open the HTML page first for scope, limitations, source freshness, and scenario fit.",
        "Use the JSON artifact for structured retrieval after the page boundary is understood.",
        "Carry the canonical citation, source snapshot, limitations, and unresolved items into downstream summaries."
      ],
      "doNotUseAs": [
        "live screening",
        "payment approval",
        "compliance clearance",
        "trading or execution advice",
        "proof that a counterparty, wallet, claim, filing, or macro interpretation is safe"
      ],
      "decisionMatrixCount": 4,
      "decisionMatrixLabels": [
        "Exact claim text row",
        "Supporting source and evidence row",
        "Retrieval time and source scope row",
        "Guarantee, suitability, compliance, approval, and safety term row"
      ],
      "evidenceVerificationStepCount": 5,
      "evidenceVerificationStepLabels": [
        "Exact claim text and original wording verification",
        "Evidence record linkage check",
        "Decision matrix boundary check",
        "Canonical citation and timestamp check",
        "Human escalation and blocked-upgrade check"
      ],
      "misusePatternCount": 3,
      "misusePatternLabels": [
        "Evidence upgraded into verified-and-safe guarantee",
        "Missing retrieval or source scope treated as publishable",
        "Softened paraphrase hides the unsafe original claim"
      ],
      "sourceReviewPolicy": {
        "policyId": "claim_safety_pack_source_review_policy",
        "packId": "claim_safety_pack",
        "title": "Claim-safety review before publication",
        "serviceId": "reliability-corpus",
        "serviceName": "Reliability Corpus",
        "actionType": "financial_claim_publication_review",
        "staticOnly": true,
        "sourceSnapshotAt": "2026-05-25T00:00:00.000Z",
        "reviewCadenceDays": 90,
        "nextRecommendedReviewAt": "2026-08-23T00:00:00.000Z",
        "freshnessStatus": "current_static_snapshot",
        "sourceReviewMode": "manual_public_source_recheck_required",
        "refreshRequiredWhen": [
          "Any cited official source, registry, guidance page, filing page, or public warning URL changes content, schema, access status, or meaning.",
          "A downstream agent wants to use the static pack for a new counterparty, payment destination, wallet, claim, filing, macro release, or source set.",
          "The current date is past nextRecommendedReviewAt or the artifactVersion / generatedAt fields are removed from the handoff.",
          "The wording under review cites new performance, suitability, safety, compliance, approval, or guarantee evidence not present in this static sample."
        ],
        "staleSignals": [
          "A source URL no longer resolves, redirects to unrelated content, or changes field definitions.",
          "The pack is being reused after nextRecommendedReviewAt without a fresh official-source review.",
          "A user or agent treats this static snapshot as live screening, live clearance, or final approval."
        ],
        "agentActionWhenPastReview": "Re-check the cited official/public sources, preserve new retrieval timestamps, regenerate or version the artifact, and keep the output at review/escalate until source freshness is restored.",
        "staticUseBoundary": "This is a static source-review policy for a pre-generated public material pack; it is not live screening, request-time judgment, compliance clearance, payment approval, or trading advice.",
        "generatedAt": "2026-05-25T00:00:00.000Z"
      },
      "canonicalCitationText": "Claim-safety review before publication, public-material-claim-safety-pack-2026-05-25, generated 2026-05-25T00:00:00.000Z, source snapshot 2026-05-25T00:00:00.000Z, https://trading4ai.com/agent-verification/materials/claim-safety-pack"
    },
    "evidenceVerificationRecipe": {
      "packId": "claim_safety_pack",
      "title": "Claim-safety review before publication evidence verification recipe",
      "pagePath": "/agent-verification/materials/claim-safety-pack",
      "artifactPath": "/reliability/public-materials/claim-safety-pack.json",
      "defaultPosture": "escalate",
      "staticOnly": true,
      "steps": [
        {
          "stepId": "claim_safety_pack_exact_claim_source_verification",
          "label": "Exact claim text and original wording verification",
          "verificationAction": "Compare the exact claim text, original wording, audience, source links, retrieval time, and limitation language before any rewrite or publication.",
          "trustBoundary": "A cleaner paraphrase is not verified, safe, suitable, compliant, approved, or protected when the original claim overreaches its evidence.",
          "failureMode": "If the exact claim, source scope, retrieval time, or limitation language is missing, do not publish and escalate the claim review.",
          "requiredCitationFields": [
            "sampleInputSummary",
            "sourceManifest[].url",
            "sourceManifest[].retrievedAt",
            "sampleEvidenceRecords[].note",
            "decisionMatrix[].matrixId"
          ]
        },
        {
          "stepId": "claim_safety_pack_evidence_record_linkage",
          "label": "Evidence record linkage check",
          "verificationAction": "Match each sample evidence record to a sourceManifest evidenceRecordIds entry, then preserve the record status, note, source label, source URL, and retrievedAt value.",
          "trustBoundary": "A sample record explains the static example only; it does not prove the current counterparty, claim, payment, wallet, filing, macro release, or subscription is safe.",
          "failureMode": "If a record cannot be linked to its source manifest row, do not reuse it as evidence and keep the final output unresolved.",
          "requiredCitationFields": [
            "sampleEvidenceRecords[].id",
            "sampleEvidenceRecords[].status",
            "sampleEvidenceRecords[].sourceUrl",
            "sampleEvidenceRecords[].retrievedAt",
            "sourceManifest[].evidenceRecordIds"
          ]
        },
        {
          "stepId": "claim_safety_pack_decision_matrix_boundary_check",
          "label": "Decision matrix boundary check",
          "verificationAction": "Read all 4 decision matrix rows and carry their allowedStaticUse, blockedUpgrade, and agentAction fields into any downstream summary.",
          "trustBoundary": "Decision matrix rows define allowed static reuse and blocked upgrades; they are not automatic live approval, live screening, compliance sign-off, or execution permission.",
          "failureMode": "If a downstream sentence conflicts with a blockedUpgrade row, block or rewrite the sentence and escalate when money, publication, or user action is involved.",
          "requiredCitationFields": [
            "decisionMatrix[].matrixId",
            "decisionMatrix[].status",
            "decisionMatrix[].allowedStaticUse",
            "decisionMatrix[].blockedUpgrade"
          ]
        },
        {
          "stepId": "claim_safety_pack_canonical_citation_check",
          "label": "Canonical citation and timestamp check",
          "verificationAction": "Preserve the canonical citation text, artifact version, generatedAt, staticSnapshotAt, sourceSnapshotAt, and all source retrievedAt values when citing this pack.",
          "trustBoundary": "A citation proves the static artifact and source snapshot were recorded; it does not prove the facts are current beyond the listed timestamps.",
          "failureMode": "If artifact version, generatedAt, sourceSnapshotAt, or source retrievedAt values are removed, the output is no longer evidence-bound.",
          "requiredCitationFields": [
            "canonicalCitation.recommendedCitationText",
            "artifactProvenance.artifactVersion",
            "artifactProvenance.generatedAt",
            "canonicalCitation.sourceSnapshotAt",
            "sourceManifest[].retrievedAt"
          ]
        },
        {
          "stepId": "claim_safety_pack_human_escalation_boundary",
          "label": "Human escalation and blocked-upgrade check",
          "verificationAction": "Compare the final output with the pack's blockedStatements, sampleReviewOutput.blockedRestatement, escalationTriggers, and actionTaxonomy.stopOrEscalateWhen fields.",
          "trustBoundary": "Static public material may explain evidence and limitations, but it must not become live clearance, legal compliance, suitability, safety, guarantee, payment approval, publication approval, or trade advice.",
          "failureMode": "If the output asks a user or agent to move money, publish a financial claim, trust a counterparty, or treat the material as live approval, stop and escalate to human review.",
          "requiredCitationFields": [
            "canonicalCitation.recommendedCitationText",
            "artifactProvenance.artifactVersion",
            "blockedStatements[]",
            "sampleReviewOutput.blockedRestatement",
            "escalationTriggers[]",
            "actionTaxonomy.stopOrEscalateWhen[]"
          ]
        }
      ]
    },
    "misusePatterns": [
      {
        "packId": "claim_safety_pack",
        "patternId": "claim_safety_pack_evidence_to_guarantee_upgrade",
        "label": "Evidence upgraded into verified-and-safe guarantee",
        "severity": "block",
        "falseSignal": "A cited artifact or warning source exists, so the agent says the strategy, claim, or product is verified and safe.",
        "whyMisleading": "Source presence does not establish future outcomes, user suitability, compliance, legal approval, safety, or guaranteed protection.",
        "safeAlternative": "Restate only what the cited source supports, with retrieval time, scope, audience, and limitation language intact.",
        "blockedAgentAction": "Do not publish guarantee, protection, safety, approval, compliance, legality, suitability, or verified-performance language.",
        "evidenceFieldIds": [
          "claim_text",
          "claim_category",
          "claim_evidence",
          "limitation_language"
        ],
        "relatedDecisionMatrixIds": [
          "exact_claim_text_row",
          "supporting_source_evidence_row",
          "unsafe_upgrade_terms_row"
        ],
        "relatedGuardrailIds": [
          "claim_safety_pack_missing_minimum_inputs",
          "claim_safety_pack_stop_or_escalate_trigger",
          "claim_safety_pack_safe_static_output_boundary"
        ]
      },
      {
        "packId": "claim_safety_pack",
        "patternId": "claim_safety_pack_missing_scope_as_publishable_claim",
        "label": "Missing retrieval or source scope treated as publishable",
        "severity": "escalate",
        "falseSignal": "The wording sounds conservative, so the agent publishes it without source scope, retrieval time, or limitation language.",
        "whyMisleading": "A conservative tone can still mislead when the audience, distribution channel, source scope, timestamp, or limitation boundary is missing.",
        "safeAlternative": "Attach source URL, retrieval time, audience, channel, artifact version, and limitations before any public restatement.",
        "blockedAgentAction": "Do not publish or distribute the claim when retrieval time, source scope, or limitation language is absent.",
        "evidenceFieldIds": [
          "claim_text",
          "source_links",
          "limitation_language"
        ],
        "relatedDecisionMatrixIds": [
          "retrieval_scope_limitation_row"
        ],
        "relatedGuardrailIds": [
          "claim_safety_pack_missing_minimum_inputs",
          "claim_safety_pack_stop_or_escalate_trigger",
          "claim_safety_pack_safe_static_output_boundary"
        ]
      },
      {
        "packId": "claim_safety_pack",
        "patternId": "claim_safety_pack_softened_paraphrase_hides_unsafe_claim",
        "label": "Softened paraphrase hides the unsafe original claim",
        "severity": "warning",
        "falseSignal": "The agent rewrites an unsafe claim into softer language and treats the rewrite as reviewed.",
        "whyMisleading": "A paraphrase can preserve the same unsupported implication while hiding guarantee, safety, suitability, compliance, or approval language from review.",
        "safeAlternative": "Keep the exact original claim visible, map unsafe terms to blocked statements, and only publish a source-bound restatement.",
        "blockedAgentAction": "Do not use a softened rewrite to bypass review of the original claim text, audience, source scope, or limitation requirements.",
        "evidenceFieldIds": [
          "claim_text",
          "claim_category",
          "claim_evidence"
        ],
        "relatedDecisionMatrixIds": [
          "exact_claim_text_row",
          "unsafe_upgrade_terms_row"
        ],
        "relatedGuardrailIds": [
          "claim_safety_pack_missing_minimum_inputs",
          "claim_safety_pack_stop_or_escalate_trigger",
          "claim_safety_pack_safe_static_output_boundary"
        ]
      }
    ],
    "sourceReviewPolicy": {
      "policyId": "claim_safety_pack_source_review_policy",
      "packId": "claim_safety_pack",
      "title": "Claim-safety review before publication",
      "serviceId": "reliability-corpus",
      "serviceName": "Reliability Corpus",
      "actionType": "financial_claim_publication_review",
      "staticOnly": true,
      "sourceSnapshotAt": "2026-05-25T00:00:00.000Z",
      "reviewCadenceDays": 90,
      "nextRecommendedReviewAt": "2026-08-23T00:00:00.000Z",
      "freshnessStatus": "current_static_snapshot",
      "sourceReviewMode": "manual_public_source_recheck_required",
      "refreshRequiredWhen": [
        "Any cited official source, registry, guidance page, filing page, or public warning URL changes content, schema, access status, or meaning.",
        "A downstream agent wants to use the static pack for a new counterparty, payment destination, wallet, claim, filing, macro release, or source set.",
        "The current date is past nextRecommendedReviewAt or the artifactVersion / generatedAt fields are removed from the handoff.",
        "The wording under review cites new performance, suitability, safety, compliance, approval, or guarantee evidence not present in this static sample."
      ],
      "staleSignals": [
        "A source URL no longer resolves, redirects to unrelated content, or changes field definitions.",
        "The pack is being reused after nextRecommendedReviewAt without a fresh official-source review.",
        "A user or agent treats this static snapshot as live screening, live clearance, or final approval."
      ],
      "agentActionWhenPastReview": "Re-check the cited official/public sources, preserve new retrieval timestamps, regenerate or version the artifact, and keep the output at review/escalate until source freshness is restored.",
      "staticUseBoundary": "This is a static source-review policy for a pre-generated public material pack; it is not live screening, request-time judgment, compliance clearance, payment approval, or trading advice.",
      "generatedAt": "2026-05-25T00:00:00.000Z"
    },
    "caseReadinessChecklist": {
      "checklistId": "claim_safety_pack_case_readiness_checklist",
      "packId": "claim_safety_pack",
      "title": "Claim-safety review before publication case readiness checklist",
      "serviceId": "reliability-corpus",
      "serviceName": "Reliability Corpus",
      "actionType": "financial_claim_publication_review",
      "defaultPosture": "escalate",
      "staticOnly": true,
      "pagePath": "/agent-verification/materials/claim-safety-pack",
      "artifactPath": "/reliability/public-materials/claim-safety-pack.json",
      "requiredEvidenceFieldIds": [
        "claim_text",
        "source_links",
        "claim_category",
        "claim_evidence",
        "limitation_language"
      ],
      "sourceFreshnessGate": "Before reuse, compare the case date and cited source retrieval plan with sourceReviewPolicy.nextRecommendedReviewAt=2026-08-23T00:00:00.000Z; if the static snapshot is stale, re-check sources and version the artifact before using it.",
      "mustConfirmBeforeUse": [
        "Collected and cited every minimum input field: claim_text, source_links, claim_category, claim_evidence, limitation_language.",
        "Opened the HTML page for scope and limitations, then used the JSON artifact for structured retrieval.",
        "Preserved source URLs, retrieval timestamps, source roles, canonical citation text, and unresolved items in the downstream note.",
        "Checked decisionMatrix, misusePatterns, sourceReviewPolicy, and evidenceVerificationRecipe before upgrading any sentence.",
        "Confirm the exact original claim text, audience, distribution channel, source links, retrieval time, and limitation language are visible before any rewrite.",
        "Map guarantee, safety, suitability, legality, compliance, approval, protection, and outcome-certainty terms to blocked statements before publication."
      ],
      "notReadySignals": [
        "One or more required evidence fields are missing, uncited, or unresolved: claim_text, source_links, claim_category, claim_evidence, limitation_language.",
        "The case is past sourceReviewPolicy.nextRecommendedReviewAt without a fresh source re-check.",
        "The user or downstream agent asks for approval, clearance, safety, compliance, suitability, execution, payment, publication, or legal/trading advice.",
        "The requested case uses a new counterparty, payment destination, wallet, claim, filing, macro release, source set, or audience that is not covered by the static sample."
      ],
      "readyStaticHandoff": [
        "A bounded static action note or evidence card with citations, source snapshot, unresolved items, and blocked-upgrade language preserved.",
        "A JSON artifact reference plus canonical citation text that another crawler or agent can retrieve without treating it as a live service.",
        "A human-review handoff when the case remains high-risk, private, legally sensitive, or close to money movement or public distribution."
      ],
      "escalationWhen": [
        "Escalate or do not publish; collect missing source, audience, scope, and limitation evidence before restating the financial claim.",
        "Escalate to qualified human review when source confidence, match confidence, exact wording, ownership, payment authority, publication risk, or user-specific suitability remains unresolved.",
        "Escalate immediately when a user asks the static pack to approve payment, clear a counterparty, certify compliance, publish a claim as safe, or execute a financial action."
      ]
    },
    "caseWorksheet": {
      "worksheetId": "claim_safety_pack_case_worksheet",
      "packId": "claim_safety_pack",
      "title": "Claim-safety review before publication case worksheet",
      "worksheetType": "claim_redline_ledger",
      "serviceId": "reliability-corpus",
      "serviceName": "Reliability Corpus",
      "actionType": "financial_claim_publication_review",
      "staticOnly": true,
      "pagePath": "/agent-verification/materials/claim-safety-pack",
      "artifactPath": "/reliability/public-materials/claim-safety-pack.json",
      "rows": [
        {
          "rowId": "claim_exact_text_redline_row",
          "label": "Exact claim text redline row",
          "sourceLabel": "Claim-safety pack draft review",
          "evidenceToCapture": "Capture the original claim wording, headline, body copy, audience, publication channel, claim category, source links, and surrounding marketing context.",
          "resultSemantics": "Record whether the claim is source-supported, partially supported, unsupported, overbroad, unresolved, or unsafe for publication.",
          "unsafeTermCategory": "verified safety, user protection, approval, or outcome certainty",
          "safeRewrite": "Safe restatement: the claim can only be rewritten as a bounded source-scoped statement with retrieval time, limitations, and no advice or approval language.",
          "blockedRewrite": "Blocked rewrite: do not say the strategy is verified, safe, guaranteed, approved, suitable, compliant, or protection for users.",
          "escalationReason": "Escalate when exact wording contains safety, guarantee, approval, suitability, compliance, protection, or outcome-certainty terms.",
          "linkedEvidenceRecordIds": [
            "sample_artifact_scope",
            "timestamp_and_scope_missing"
          ],
          "linkedDecisionMatrixIds": [
            "exact_claim_text_row"
          ],
          "blockedUpgrade": "Blocked rewrite: do not say the strategy is verified, safe, guaranteed, approved, suitable, compliant, or protection for users."
        },
        {
          "rowId": "claim_source_evidence_redline_row",
          "label": "Supporting source evidence redline row",
          "sourceLabel": "TRADING4AI Evidence Cards sample / SEC investor alerts",
          "evidenceToCapture": "Capture every source URL, evidence fragment, artifact version, source owner, retrieval timestamp, audience/channel context, and the exact claim each source is supposed to support.",
          "resultSemantics": "Record source-supported, partially supported, unsupported, stale, unresolved, or out-of-scope evidence for each claim fragment.",
          "unsafeTermCategory": "thin evidence upgraded into compliance, approval, safety, or suitability",
          "safeRewrite": "Safe restatement: the source supports only a bounded observation about the cited material at the listed retrieval time with limitation language intact.",
          "blockedRewrite": "Do not claim that limited source evidence makes the copy compliant, approved, suitable, verified, safe, or guaranteed.",
          "escalationReason": "Escalate when the source does not directly support the claim category or when retrieval time/source scope is missing.",
          "linkedEvidenceRecordIds": [
            "sample_artifact_scope",
            "no_safety_approval_source"
          ],
          "linkedDecisionMatrixIds": [
            "supporting_source_evidence_row"
          ],
          "blockedUpgrade": "Do not claim that limited source evidence makes the copy compliant, approved, suitable, verified, safe, or guaranteed."
        },
        {
          "rowId": "claim_audience_channel_redline_row",
          "label": "Audience and channel redline row",
          "sourceLabel": "FINRA investment group imposter scams guidance",
          "evidenceToCapture": "Capture audience, distribution channel, publication surface, social/private-group context, promotional framing, and whether the wording changes user expectations.",
          "resultSemantics": "Record internal-only, public marketing, support, social group, private channel, unresolved audience, or high-risk publication context.",
          "unsafeTermCategory": "audience/channel context hidden while publishing safety or suitability language",
          "safeRewrite": "Safe restatement: the wording must preserve audience/channel limitations and avoid turning social or promotional context into trust approval.",
          "blockedRewrite": "Do not publish a claim as safe, verified, approved, suitable, compliant, or protective when audience/channel risk is unresolved.",
          "escalationReason": "Escalate when public, marketing, support, or private-group distribution changes the risk of repeating the claim.",
          "linkedEvidenceRecordIds": [
            "investment_group_imposter_warning",
            "timestamp_and_scope_missing"
          ],
          "linkedDecisionMatrixIds": [
            "retrieval_scope_limitation_row"
          ],
          "blockedUpgrade": "Do not publish a claim as safe, verified, approved, suitable, compliant, or protective when audience/channel risk is unresolved."
        },
        {
          "rowId": "claim_unsafe_terms_redline_row",
          "label": "Unsafe terms redline row",
          "sourceLabel": "FINRA AI investment fraud / FTC cryptocurrency scam guidance",
          "evidenceToCapture": "Capture guarantee, low-risk, compliance, legality, suitability, approval, safety, protection, verified, and outcome-certainty terms in the claim text.",
          "resultSemantics": "Record each unsafe term as supported, unsupported, blocked, unresolved, or requiring qualified human review before publication.",
          "unsafeTermCategory": "guarantee, suitability, compliance, approval, safety, verified, protection, and outcome certainty",
          "safeRewrite": "Safe restatement: replace unsafe terms with bounded source-scope language, retrieval time, explicit limitations, and no promise of user safety or outcomes.",
          "blockedRewrite": "Do not say verified and safe, guaranteed, compliant, approved, suitable, protective, risk-free, best, or certain to produce an outcome.",
          "escalationReason": "Escalate any legal, compliance, suitability, safety, or guarantee wording before publication.",
          "linkedEvidenceRecordIds": [
            "ai_fraud_overclaim_warning",
            "guarantee_language_upgrade"
          ],
          "linkedDecisionMatrixIds": [
            "unsafe_upgrade_terms_row"
          ],
          "blockedUpgrade": "Do not say verified and safe, guaranteed, compliant, approved, suitable, protective, risk-free, best, or certain to produce an outcome."
        }
      ],
      "completionRule": "Treat this worksheet as complete only when every row preserves source/citation fields, result semantics, safe rewrite, blocked rewrite, and escalation reason.",
      "boundaries": [
        "This worksheet is a static sample handoff and not a live review, legal verdict, compliance approval, payment clearance, trading advice, or publication approval.",
        "Do not reuse a worksheet row for a new case unless the cited sources, retrieval timestamps, input fields, and source-review policy have been rechecked.",
        "Escalate to qualified human review when any row remains unresolved or the user asks for approval, clearance, suitability, payment, execution, or publication permission."
      ]
    },
    "searchIntent": {
      "intentId": "claim_safety_pack_search_intent",
      "packId": "claim_safety_pack",
      "title": "Claim-safety review before publication",
      "serviceId": "reliability-corpus",
      "serviceName": "Reliability Corpus",
      "actionType": "financial_claim_publication_review",
      "pagePath": "/agent-verification/materials/claim-safety-pack",
      "artifactPath": "/reliability/public-materials/claim-safety-pack.json",
      "queryExamples": [
        "safe wording for investment claim",
        "can I say guaranteed returns",
        "financial claim safety review",
        "can agent say strategy is verified",
        "avoid guaranteed profit claim",
        "safe financial marketing wording"
      ],
      "userTask": "Check whether financial wording can be safely published without implying guarantees, suitability, or clearance.",
      "routeReason": "Route to Claim-safety review before publication when the user task matches financial_claim_publication_review and needs A source-bound claim-safety note that separates exact claim text, evidence links, retrieval time, blocked language, safe restatement, and human-escalation requirements.",
      "useWhen": [
        "An agent is preparing public, marketing, product, or support language about a financial tool, strategy, subscription, or review.",
        "The output will be public, promotional, user-facing, or likely to be reused by another agent.",
        "Read the HTML page first for boundaries, then use the JSON artifact for structured retrieval."
      ],
      "doNotUseAs": [
        "live approval",
        "investment advice",
        "compliance clearance",
        "real-time screening",
        "backtesting or execution advice"
      ],
      "escalationRule": "Escalate to qualified human review when required inputs are missing, source confidence is unresolved, payment or transfer risk is present, or the user asks for approval, clearance, execution, suitability, or compliance guarantees."
    },
    "sourceQuality": {
      "packId": "claim_safety_pack",
      "title": "Claim-safety review before publication",
      "serviceId": "reliability-corpus",
      "serviceName": "Reliability Corpus",
      "actionType": "financial_claim_publication_review",
      "workflowId": "claim_safety_pack_agent_workflow",
      "pagePath": "/agent-verification/materials/claim-safety-pack",
      "artifactPath": "/reliability/public-materials/claim-safety-pack.json",
      "sourceManifestCount": 6,
      "sourceKinds": [
        "json_artifact",
        "official_guidance",
        "sample_page"
      ],
      "sourceSnapshotAt": "2026-05-25T00:00:00.000Z",
      "officialRegistrySourceCount": 0,
      "officialGuidanceSourceCount": 4,
      "sourceQualityProfile": "guidance_heavy",
      "registryCoverageExpectation": "not_primary_for_this_static_pack",
      "sourceMixRationale": "This pack is guidance-heavy because claim-safety review compares proposed language against public investor-protection and fraud-warning guidance rather than registry hit/no-hit evidence.",
      "zeroRegistryAllowedReason": "Zero official registry sources is acceptable for this static pack because it reviews wording boundaries, not entity clearance.",
      "agentSourceUse": [
        "Use official guidance to separate safe restatements from guarantees, suitability, approval, safety, or compliance claims.",
        "Preserve source scope and retrieval time when reusing any safe or blocked wording.",
        "Do not turn guidance alignment into legal compliance, marketing approval, or product safety certification."
      ],
      "sourceReviewPolicy": {
        "policyId": "claim_safety_pack_source_review_policy",
        "packId": "claim_safety_pack",
        "title": "Claim-safety review before publication",
        "serviceId": "reliability-corpus",
        "serviceName": "Reliability Corpus",
        "actionType": "financial_claim_publication_review",
        "staticOnly": true,
        "sourceSnapshotAt": "2026-05-25T00:00:00.000Z",
        "reviewCadenceDays": 90,
        "nextRecommendedReviewAt": "2026-08-23T00:00:00.000Z",
        "freshnessStatus": "current_static_snapshot",
        "sourceReviewMode": "manual_public_source_recheck_required",
        "refreshRequiredWhen": [
          "Any cited official source, registry, guidance page, filing page, or public warning URL changes content, schema, access status, or meaning.",
          "A downstream agent wants to use the static pack for a new counterparty, payment destination, wallet, claim, filing, macro release, or source set.",
          "The current date is past nextRecommendedReviewAt or the artifactVersion / generatedAt fields are removed from the handoff.",
          "The wording under review cites new performance, suitability, safety, compliance, approval, or guarantee evidence not present in this static sample."
        ],
        "staleSignals": [
          "A source URL no longer resolves, redirects to unrelated content, or changes field definitions.",
          "The pack is being reused after nextRecommendedReviewAt without a fresh official-source review.",
          "A user or agent treats this static snapshot as live screening, live clearance, or final approval."
        ],
        "agentActionWhenPastReview": "Re-check the cited official/public sources, preserve new retrieval timestamps, regenerate or version the artifact, and keep the output at review/escalate until source freshness is restored.",
        "staticUseBoundary": "This is a static source-review policy for a pre-generated public material pack; it is not live screening, request-time judgment, compliance clearance, payment approval, or trading advice.",
        "generatedAt": "2026-05-25T00:00:00.000Z"
      },
      "sampleEvidenceRecordCount": 6,
      "boundary": "static_source_manifest_not_live_screening"
    },
    "sourceManifest": [
      {
        "id": "trading4ai_evidence_cards_sample_reliability_evidence_cards_sample_json",
        "label": "TRADING4AI Evidence Cards sample",
        "url": "/reliability/evidence-cards-sample.json",
        "kind": "json_artifact",
        "citationRole": "sample_context",
        "retrievedAt": "2026-05-25T00:00:00.000Z",
        "evidenceRecordIds": [
          "sample_artifact_scope"
        ],
        "supports": [
          "Underlying source only supports a static sample artifact, not live user safety or suitability claims"
        ],
        "limitations": [
          "This source entry records what the static sample cites; it does not prove current, complete, or final clearance.",
          "Preserve retrievedAt and linked evidenceRecordIds when reusing this source in an agent or crawler workflow."
        ]
      },
      {
        "id": "sec_investor_alerts_and_bulletins_https_www_sec_gov_oiea_investor_alerts_and_bul",
        "label": "SEC investor alerts and bulletins",
        "url": "https://www.sec.gov/oiea/investor-alerts-and-bulletins",
        "kind": "official_guidance",
        "citationRole": "official_reference",
        "retrievedAt": "2026-05-25T00:00:00.000Z",
        "evidenceRecordIds": [
          "no_safety_approval_source"
        ],
        "supports": [
          "No cited source provides a legal, compliance, or safety approval for the publication claim",
          "This is one of the most reusable reliability tasks because many financial-agent failures come from overclaiming, not from missing raw data."
        ],
        "limitations": [
          "This source entry records what the static sample cites; it does not prove current, complete, or final clearance.",
          "Preserve retrievedAt and linked evidenceRecordIds when reusing this source in an agent or crawler workflow."
        ]
      },
      {
        "id": "finra_artificial_intelligence_and_investment_fraud_https_www_finra_org_investors",
        "label": "FINRA artificial intelligence and investment fraud",
        "url": "https://www.finra.org/investors/insights/artificial-intelligence-and-investment-fraud",
        "kind": "official_guidance",
        "citationRole": "primary_warning",
        "retrievedAt": "2026-05-25T00:00:00.000Z",
        "evidenceRecordIds": [
          "ai_fraud_overclaim_warning"
        ],
        "supports": [
          "FINRA artificial intelligence and investment fraud guidance warns that AI trading claims can be used to sell unrealistic promises",
          "This is one of the most reusable reliability tasks because many financial-agent failures come from overclaiming, not from missing raw data."
        ],
        "limitations": [
          "This source entry records what the static sample cites; it does not prove current, complete, or final clearance.",
          "Preserve retrievedAt and linked evidenceRecordIds when reusing this source in an agent or crawler workflow."
        ]
      },
      {
        "id": "finra_investment_group_imposter_scams_https_www_finra_org_investors_insights_inv",
        "label": "FINRA investment group imposter scams",
        "url": "https://www.finra.org/investors/insights/investment-group-imposter-scams",
        "kind": "official_guidance",
        "citationRole": "primary_warning",
        "retrievedAt": "2026-05-25T00:00:00.000Z",
        "evidenceRecordIds": [
          "investment_group_imposter_warning"
        ],
        "supports": [
          "FINRA investment group imposter scams guidance is relevant when claims are distributed through social or private groups",
          "This is one of the most reusable reliability tasks because many financial-agent failures come from overclaiming, not from missing raw data."
        ],
        "limitations": [
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