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Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "not_disclosed" }, "evidence": [ { "source_id": "E1", "url": "https://www.datasite.com/en/company/news/datasite-partners-with-prudentia-sciences-to-accelerate-life-sciences-diligence", "source_type": "primary", "checked_at": "2026-10-30T15:12:00.000Z", "summary": "Datasite states that approved transaction materials can be linked into Prudentia Sciences' AI-powered scientific diligence environment while users manage access and the connection helps prevent training use. 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Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://www.prnewswire.com/news-releases/omnitrust-launches-halo-a-unified-ai-governance-platform-302923047.html", "source_type": "primary_syndicated", "checked_at": "2026-10-30T16:12:00.000Z", "summary": "OmniTrust launched Halo with model and MCP gateways, distinct agent identities, permissions, approvals, budgets, isolated execution and audit over customer business-system access." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-30T17:02:16.006Z", "revision_sha256": "2f6defc85fa022de6a71654501fc645344b1442c9543fb26c91b94881d0d1c6b", "notes": "Autonomous publication under the active October 8 delegation: OmniTrust governs AI-tool and agent access to approved business systems through model and MCP gateways with identity, policy, budgets, approvals and audit controls. Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-CD6A8CE5", "legacy_ids": [ "SS-CAP-20261030-761D26ACC617" ], "event_key": "allstacks and authorizing product organizations|allstacks agent claude and connected ai sessions|2026-10-29|product context code development history tools skills and trackers|connector and mcp retrieval planning and approval gated execution", "announcement_date": "2026-10-29", "observed_status": "active", "first_added_date": "2026-10-30", "last_reviewed_date": "2026-10-30", "parties": { "providers": [ "Allstacks", "Authorizing product organizations" ], "ai_recipients": [ "Allstacks Product Studio agent", "Claude", "Connected AI sessions" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Organization product context, recurring skills, customer-voice material, code, development history, dependencies, connected tools, tracker schemas and product-delivery signals.", "asset_types": [ "content_corpus", "structured_dataset", "expert_workflow", "software_execution_environment", "domain_actions" ], "industry": null, "subject_type": "unknown", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "renewable" }, "access": { "mechanisms": [ "connector", "platform_integration" ], "modes": [ "retrieval", "action_execution", "ongoing_feed" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "not_disclosed", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "Claude and Product Studio use shared organizational context, connected systems, code and actual development history.", "source_ids": [ "E1" ] }, { "type": "domain_reasoning", "evidence_level": "enabled", "statement": "The agents run recurring analysis, readiness checks, dependency mapping, scoping, sizing and effort estimation.", "source_ids": [ "E1" ] }, { "type": "workflow_execution", "evidence_level": "enabled", "statement": "Agents draft tracker-native tickets and push approved work to Jira, Azure DevOps or Linear with a human approval step.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "not_applicable", "repetition_scope": "not_applicable", "recovery_observed": false, "adaptation_observed": false }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Autonomous publication under the active October 8 delegation: Allstacks provides agents with shared product context, code, development history, connected tools and recurring workflows for analysis, planning and approval-gated execution. Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://www.prnewswire.com/news-releases/allstacks-product-studio-adds-shared-workflows-collaboration-and-code-context-for-product-teams-302923398.html", "source_type": "primary_syndicated", "checked_at": "2026-10-30T16:12:00.000Z", "summary": "Allstacks added a Claude connector, shared skills and organizational MCP context plus code-history grounding and approval-gated tracker actions." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-30T17:02:19.592Z", "revision_sha256": "d2ae3812d7b90f23171b9089a421d86a60553fe8582eea967fff9f9f72710546", "notes": "Autonomous publication under the active October 8 delegation: Allstacks provides agents with shared product context, code, development history, connected tools and recurring workflows for analysis, planning and approval-gated execution. Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-D8DED316", "legacy_ids": [ "SS-CAP-20261030-BC8F722920EF" ], "event_key": "sema4 ai and authorizing enterprise customers|sema4 agents sai claude cowork and microsoft copilot|2026-10-29|governed shared workspaces agents skills memories data files email and enterprise applications|platform integration retrieval memory and action execution", "announcement_date": "2026-10-29", "observed_status": "active", "first_added_date": "2026-10-30", "last_reviewed_date": "2026-10-30", "parties": { "providers": [ "Sema4.ai", "Authorizing enterprise customers" ], "ai_recipients": [ "Sema4.ai enterprise agents", "Sai", "Connected Claude Cowork and Microsoft Copilot experiences" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Customer-authorized shared workspaces containing agents, skills, memories, rules, policy adjustments, data, files, verified queries and logic, email events, webhooks, structured datasets and connected enterprise applications.", "asset_types": [ "content_corpus", "structured_dataset", "expert_workflow", "execution_traces", "domain_actions" ], "industry": null, "subject_type": "unknown", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "renewable" }, "access": { "mechanisms": [ "connector", "platform_integration" ], "modes": [ "ongoing_feed", "retrieval", "action_execution" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "conditional", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "Agents can use governed shared data, files, memories, business catalog context, structured datasets and connected enterprise applications.", "source_ids": [ "E1" ] }, { "type": "workflow_execution", "evidence_level": "enabled", "statement": "Agents reuse customer-reviewed queries, calculations and transformations, monitor email and webhooks, and route repeat work under recorded controls.", "source_ids": [ "E1" ] }, { "type": "agent_planning", "evidence_level": "enabled", "statement": "Sema4.ai agents and Sai can improve workflows, instructions, skills and data context using observed platform usage and reusable logic.", "source_ids": [ "E1" ] }, { "type": "personalization", "evidence_level": "enabled", "statement": "Customer-specific rules, policy adjustments and memories are applied on subsequent runs within admin-governed workspaces.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "not_applicable", "repetition_scope": "not_applicable", "recovery_observed": false, "adaptation_observed": false }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Autonomous publication under the active October 8 delegation: Sema4.ai Enterprise AI Agent Platform 3.0 gives authorized enterprise teams governed shared workspaces for agents, skills, memories, data, files and verified logic across email, webhook and model-assistant workflows. Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://sema4.ai/newsroom/sema4ai-enterprise-ai-agent-platform-team-based-work-token-reduction/", "source_type": "primary", "checked_at": "2026-10-30T15:12:00.000Z", "summary": "Sema4.ai announced version 3.0 with governed shared workspaces for agents, skills, memories, data and files; reusable approved queries and logic; structured-data processing; email and webhook monitoring; audit trails; and interoperability with Claude Cowork and Microsoft Copilot." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-30T15:46:21.838Z", "revision_sha256": "1b3b083379e12e4837cda9dd5232a9c38c0d801603228428a03b3df0b8a23156", "notes": "Autonomous publication under the active October 8 delegation: Sema4.ai Enterprise AI Agent Platform 3.0 gives authorized enterprise teams governed shared workspaces for agents, skills, memories, data, files and verified logic across email, webhook and model-assistant workflows. Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-DE458DC2", "legacy_ids": [ "SS-CAP-20261030-694531B62EDC" ], "event_key": "settle and authorizing customers|claude and customer ai agents|2026-10-29|procurement payables cash flow and working capital data and tools|api and mcp retrieval and agentic procure to pay", "announcement_date": "2026-10-29", "observed_status": "active", "first_added_date": "2026-10-30", "last_reviewed_date": "2026-10-30", "parties": { "providers": [ "Settle", "Authorizing Settle customers" ], "ai_recipients": [ "Claude", "Customer AI agents" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Customer procurement, purchase-order, supplier, payables, bill-payment, cash-flow and working-capital data and tools.", "asset_types": [ "structured_dataset", "expert_workflow", "domain_actions" ], "industry": null, "subject_type": "unknown", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "renewable" }, "access": { "mechanisms": [ "connector", "platform_integration" ], "modes": [ "retrieval", "action_execution", "ongoing_feed" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "not_disclosed", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "Customer assistants retrieve Settle payables and cash-flow data alongside information from ERP, inventory, 3PL and accounting systems.", "source_ids": [ "E1" ] }, { "type": "domain_reasoning", "evidence_level": "enabled", "statement": "Agents reconcile records, forecast cash and answer supplier-payment questions from joined operating context.", "source_ids": [ "E1" ] }, { "type": "workflow_execution", "evidence_level": "enabled", "statement": "The API and MCP foundation lets customer agents assist day-to-day procure-to-pay operations, with disclosed capabilities planned to expand.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "not_applicable", "repetition_scope": "not_applicable", "recovery_observed": false, "adaptation_observed": false }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Autonomous publication under the active October 8 delegation: Settle opens authorized procurement, payables, cash-flow and working-capital data and tools to Claude and customer agents through its API and MCP server. Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://www.prnewswire.com/news-releases/settle-launches-public-api-and-mcp-server-opening-its-procure-to-pay-platform-to-ai-agents-302923589.html", "source_type": "primary_syndicated", "checked_at": "2026-10-30T16:12:00.000Z", "summary": "Settle launched a public API and MCP server connecting customer procurement, payables and working-capital records and tools to Claude and customer agents." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-30T17:02:18.881Z", "revision_sha256": "51c2daf144db7258b9775fdd7a60fd42d0eac0154fe5cce14f5278838c2366c8", "notes": "Autonomous publication under the active October 8 delegation: Settle opens authorized procurement, payables, cash-flow and working-capital data and tools to Claude and customer agents through its API and MCP server. Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-E057379D", "legacy_ids": [ "SS-CAP-20261030-44DFE5C4C60F" ], "event_key": "taxdome and authorizing accounting firms|claude chatgpt and approved ai agents|2026-10-29|client workload deadlines jobs and accounting practice records|firm controlled api and mcp retrieval and writes", "announcement_date": "2026-10-29", "observed_status": "active", "first_added_date": "2026-10-30", "last_reviewed_date": "2026-10-30", "parties": { "providers": [ "TaxDome", "Authorizing accounting firms" ], "ai_recipients": [ "Claude", "ChatGPT", "Approved AI agents" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Accounting-firm client records, workloads, deadlines, jobs, activity, CRM events and practice-management workflows.", "asset_types": [ "structured_dataset", "expert_workflow", "domain_actions" ], "industry": null, "subject_type": "unknown", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "renewable" }, "access": { "mechanisms": [ "connector", "platform_integration" ], "modes": [ "retrieval", "action_execution", "ongoing_feed" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "not_disclosed", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "Firm-authorized assistants retrieve workload, deadline, client and job data and combine it with other connected firm tools.", "source_ids": [ "E1" ] }, { "type": "workflow_execution", "evidence_level": "enabled", "statement": "Agents can create clients, update records and move jobs through stages within firm-selected read or write permissions.", "source_ids": [ "E1" ] }, { "type": "agent_planning", "evidence_level": "enabled", "statement": "Customer tools inspect what is waiting, missing and next across accounting-practice workflows.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "not_applicable", "repetition_scope": "not_applicable", "recovery_observed": false, "adaptation_observed": false }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Autonomous publication under the active October 8 delegation: TaxDome gives firm-authorized assistants read or write access to accounting-practice client, workload, deadline and job workflows through its API and MCP server. Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://www.prnewswire.com/news-releases/taxdome-releases-public-api-and-mcp-server-for-ai-agents-and-developers-302923194.html", "source_type": "primary_syndicated", "checked_at": "2026-10-30T16:12:00.000Z", "summary": "TaxDome released an API and MCP server giving firm-controlled Claude, ChatGPT and other agents permission-limited access to client and practice data and writes." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-30T17:02:15.323Z", "revision_sha256": "6988ad060175617bb23cbd4c33ccb5d2ce2e04029d47573038dfaa7b2d490272", "notes": "Autonomous publication under the active October 8 delegation: TaxDome gives firm-authorized assistants read or write access to accounting-practice client, workload, deadline and job workflows through its API and MCP server. Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-04015EDE", "legacy_ids": [ "SS-CAP-20261030-B3544EC3E2E3" ], "event_key": "servicenow openai and authorizing enterprise customers|chatgpt codex and openai powered servicenow products|2026-10-28|servicenow business context incidents changes assets identities and governed workflows|mcp action fabric retrieval and action execution", "announcement_date": "2026-10-28", "observed_status": "active", "first_added_date": "2026-10-30", "last_reviewed_date": "2026-10-30", "parties": { "providers": [ "ServiceNow", "OpenAI", "Authorizing enterprise customers" ], "ai_recipients": [ "ChatGPT", "Codex", "OpenAI-powered ServiceNow products" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Customer-authorized ServiceNow business context and workflows, including incidents, changes, monitoring alerts, affected services, assets, identities, applications, security risks and governed record updates.", "asset_types": [ "content_corpus", "structured_dataset", "expert_workflow", "execution_traces", "domain_actions", "software_execution_environment" ], "industry": null, "subject_type": "unknown", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "unknown" }, "access": { "mechanisms": [ "partnership", "connector", "platform_integration" ], "modes": [ "retrieval", "action_execution" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "not_disclosed", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "The ServiceNow MCP plugin brings customer-authorized business context, incidents, changes, monitoring alerts and affected services into ChatGPT.", "source_ids": [ "E1" ] }, { "type": "domain_reasoning", "evidence_level": "enabled", "statement": "ChatGPT can investigate incidents and assess change risk using ServiceNow business context under customer configuration.", "source_ids": [ "E1" ] }, { "type": "workflow_execution", "evidence_level": "enabled", "statement": "ChatGPT can update ServiceNow records and route incident work through Action Fabric under existing business rules and permissions.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "not_applicable", "repetition_scope": "not_applicable", "recovery_observed": false, "adaptation_observed": false }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Autonomous publication under the active October 8 delegation: ServiceNow and OpenAI make ServiceNow context and authorized Action Fabric workflows available through a ServiceNow MCP application in the OpenAI marketplace. Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://openai.com/index/openai-servicenow-partnership-expansion/", "source_type": "primary", "checked_at": "2026-10-30T15:12:00.000Z", "summary": "OpenAI states that ServiceNow's MCP plugin is available in the OpenAI marketplace. Customers connect their own ServiceNow instance, select capabilities and inherit Action Fabric business rules and permissions so ChatGPT can investigate incidents, assess change risk and update records; later security, voice and Codex capabilities remain prospective." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-30T15:46:21.161Z", "revision_sha256": "399f082a95f4126006dc39628005fd16f7dc2d9b5fa71b12110474d195408a90", "notes": "Autonomous publication under the active October 8 delegation: ServiceNow and OpenAI make ServiceNow context and authorized Action Fabric workflows available through a ServiceNow MCP application in the OpenAI marketplace. 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Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://openai.com/index/oracle-apps-in-chatgpt/", "source_type": "primary", "checked_at": "2026-10-28T15:20:00.000Z", "summary": "OpenAI and Oracle announced integrations that will bring Oracle applications and data into ChatGPT and use OpenAI models in Oracle products under organization permissions and approvals; AI Workspace remains in development." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-28T15:34:05.875Z", "revision_sha256": "6d90ff57524f2a6264cd254abc2cca0905aab9936203498a6be0f08cfb933a16", "notes": "Autonomous publication under the active October 8 delegation: Oracle and OpenAI are developing permission-governed integrations that bring Oracle application data and approved finance, procurement, planning and application-building workflows into ChatGPT and Codex. 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Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-D332AB7E", "legacy_ids": [ "SS-CAP-20261024-64EA97F0EB22" ], "event_key": "allooloo technologies and listed issuer source providers|claude chatgpt gemini enterprise copilot grok perplexity mistral and financial services agents|2026-10-23|dated issuer disclosures source-signed product facts and issuer news|metered mcp retrieval for financial decisions", "announcement_date": "2026-10-23", "observed_status": "active", "first_added_date": "2026-10-24", "last_reviewed_date": "2026-10-24", "parties": { "providers": [ "Allooloo Technologies", "Listed-issuer source providers" ], "ai_recipients": [ "Claude", "ChatGPT", "Google Gemini Enterprise", "Microsoft Copilot", "Grok", "Perplexity", "Mistral", "Other authorized financial-services agents" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Nightly refreshed Know Your Product and News datasets containing dated, source-signed product facts, disclosures, filings, releases and issuer news for listed companies.", "asset_types": [ "content_corpus", "structured_dataset" ], "industry": null, "subject_type": "unknown", "proprietary_status": "unknown", "asset_disposition": "not_applicable", "renewal": "renewable" }, "access": { "mechanisms": [ "connector", "platform_integration" ], "modes": [ "ongoing_feed", "retrieval" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "not_disclosed", "personalization": "not_disclosed", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "Authorized agents can query the live Know Your Product and News zones over MCP and other open agent protocols.", "source_ids": [ "E1" ] }, { "type": "domain_reasoning", "evidence_level": "enabled", "statement": "Agents can reason over dated, source-signed issuer facts before a trade, recommendation or approval.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": false, "human_response_access": false, "human_response_stage": "not_applicable", "repetition_scope": "not_applicable", "recovery_observed": false, "adaptation_observed": false }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Autonomous publication under the active October 8 delegation: Allooloo’s live Know Your Product and News zones give major AI assistants metered MCP retrieval of nightly refreshed, source-signed issuer facts and news. Knowledge applies; Professional Workflow and Human Response do not; strict data-rights qualification is false and scores are not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "not_disclosed" }, "evidence": [ { "source_id": "E1", "url": "https://www.prnewswire.com/apac/news-releases/allooloo-technologies-corp-launches-ai-agent-products-for-financial-services-agents-know-your-product-and-news-302917528.html", "source_type": "primary_syndicated", "checked_at": "2026-10-24T15:58:00.000Z", "summary": "Allooloo’s October 23 company-issued release launches live Know Your Product and News datasets for in-session use by major AI assistants over open protocols, with nightly refresh, source-signed rows and per-question access." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-24T16:08:28.919Z", "revision_sha256": "6c3ddb30e6ba70840cd68ff15864d53ccb9633b80b56a9e7b680e5abf80337c4", "notes": "Autonomous publication under the active October 8 delegation: Allooloo’s live Know Your Product and News zones give major AI assistants metered MCP retrieval of nightly refreshed, source-signed issuer facts and news. Knowledge applies; Professional Workflow and Human Response do not; strict data-rights qualification is false and scores are not applicable." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-F2A4C0F3", "legacy_ids": [ "SS-CAP-20261024-CF2235E9B2CE" ], "event_key": "tracelink and authorizing life sciences customers|opus agents and opus actions|2026-10-23|serialized product movement compliance and information-exchange events|near-real-time lakehouse retrieval analysis and governed actions", "announcement_date": "2026-10-23", "observed_status": "active", "first_added_date": "2026-10-24", "last_reviewed_date": "2026-10-24", "parties": { "providers": [ "TraceLink", "Authorizing life-sciences and healthcare customers" ], "ai_recipients": [ "OPUS Agents", "OPUS Actions" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "End-to-end serialized product movement, compliance and information-exchange events streamed from TraceLink track-and-trace systems into the OPUS Lakehouse within an hour of each transaction.", "asset_types": [ "structured_dataset", "expert_workflow", "execution_traces", "domain_actions" ], "industry": null, "subject_type": "industrial_system", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "renewable" }, "access": { "mechanisms": [ "platform_integration" ], "modes": [ "ongoing_feed", "retrieval", "action_execution" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "not_disclosed", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "provider_reported_demonstration", "statement": "Customers and OPUS Agents can access EPCIS and related serialized events through SQL, reports, dashboards and governed agentic processes.", "source_ids": [ "E1" ] }, { "type": "domain_reasoning", "evidence_level": "provider_reported_demonstration", "statement": "Agents can analyze product movement, compliance events and information exchanges to identify conditions and discrepancies.", "source_ids": [ "E1" ] }, { "type": "agent_planning", "evidence_level": "provider_reported_demonstration", "statement": "OPUS Agents can recommend coordinated corrective steps using near-real-time serialized-event context.", "source_ids": [ "E1" ] }, { "type": "workflow_execution", "evidence_level": "provider_reported_demonstration", "statement": "OPUS Actions can carry out governed follow-up across systems and teams under rules, permissions and approvals.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "not_applicable", "repetition_scope": "not_applicable", "recovery_observed": false, "adaptation_observed": false }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Autonomous publication under the active October 8 delegation: TraceLink Track & Trace Lakehouse gives OPUS Agents and Actions governed access to serialized product movement, compliance and exchange events for analysis, discrepancy evaluation and approved follow-up. Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://www.tracelink.com/about/news-room/tracelink-launches-track-trace-lakehouse-expand-compliance-and-analytical-access", "source_type": "primary", "checked_at": "2026-10-24T15:58:00.000Z", "summary": "TraceLink’s October 23 first-party launch streams serialized product, compliance and exchange events into the OPUS Lakehouse within an hour, exposes SQL and reporting access, and demonstrates the data as context for governed OPUS Agent and OPUS Action workflows." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-24T16:08:30.729Z", "revision_sha256": "cf4712cf49b3d6d6064ecc6ef91caa293f7347b391c13e1fa021c39f741676ca", "notes": "Autonomous publication under the active October 8 delegation: TraceLink Track & Trace Lakehouse gives OPUS Agents and Actions governed access to serialized product movement, compliance and exchange events for analysis, discrepancy evaluation and approved follow-up. Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-F844AC11", "legacy_ids": [ "SS-CAP-20261024-A71CDBD5BA5D" ], "event_key": "dayforce ribbon ai and authorizing employers|ribbon conversational voice and video ai and future dayforce agents|2026-10-23|candidate interviews transcripts response timing gaze audio job requirements and recruiting workflows|signed acquisition and governed screening workflow integration", "announcement_date": "2026-10-23", "observed_status": "signed", "first_added_date": "2026-10-24", "last_reviewed_date": "2026-10-24", "parties": { "providers": [ "Dayforce", "Ribbon AI", "Authorizing employers" ], "ai_recipients": [ "Ribbon conversational voice and video AI", "Future Dayforce agentic recruiting services" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Employer job requirements, candidate pools, past and current interview questions, scoring rubrics, interview transcripts, audio, gaze and response-timing signals, outreach activity and recruiting workflow records.", "asset_types": [ "content_corpus", "structured_dataset", "expert_workflow", "execution_traces", "domain_actions", "longitudinal_response_history" ], "industry": null, "subject_type": "human", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "renewable" }, "access": { "mechanisms": [ "acquisition", "platform_integration" ], "modes": [ "ongoing_feed", "retrieval", "action_execution" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "conditional", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "not_disclosed", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "provider_reported_demonstration", "statement": "Ribbon accesses authorized job, candidate and interview context to conduct and evaluate screening conversations.", "source_ids": [ "E1" ] }, { "type": "domain_reasoning", "evidence_level": "provider_reported_demonstration", "statement": "The system generates job-specific questions and scoring rubrics from requirements and relevant past interviews.", "source_ids": [ "E1" ] }, { "type": "workflow_execution", "evidence_level": "provider_reported_demonstration", "statement": "Ribbon automates sourcing, outreach, voice and video interviews, transcription, evaluation and early-stage screening.", "source_ids": [ "E1" ] }, { "type": "response_prediction", "evidence_level": "provider_reported_demonstration", "statement": "The system evaluates transcript content, audio, gaze and response timing to score interview performance.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": true, "human_response_stage": "H2", "repetition_scope": "across_subjects", "recovery_observed": false, "adaptation_observed": false }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Autonomous publication under the active October 8 delegation: the signed Dayforce acquisition of Ribbon AI covers governed recruiting access to job requirements, repeated candidate interviews, transcripts, audio, gaze and response timing for sourcing, screening and evaluation. Knowledge, Professional Workflow and Human Response H2 apply; recovery and adaptation are not asserted; strict data-rights qualification is false and scores are not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://www.globenewswire.com/news-release/2026/10/23/3387210/0/en/dayforce-to-acquire-ribbon-ai-inc-to-advance-agentic-recruiting.html", "source_type": "primary_syndicated", "checked_at": "2026-10-24T15:58:00.000Z", "summary": "Dayforce’s October 23 company-issued announcement reports a signed agreement to acquire Ribbon AI and describes Ribbon’s operating voice and video interview system, which has conducted more than one million interviews and evaluates transcripts, audio, gaze and response timing for employer screening." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-24T16:08:29.503Z", "revision_sha256": "12068564028946be807f35555a5ad1ce58cdcc23972729d71f5c8d273420fe10", "notes": "Autonomous publication under the active October 8 delegation: the signed Dayforce acquisition of Ribbon AI covers governed recruiting access to job requirements, repeated candidate interviews, transcripts, audio, gaze and response timing for sourcing, screening and evaluation. Knowledge, Professional Workflow and Human Response H2 apply; recovery and adaptation are not asserted; strict data-rights qualification is false and scores are not applicable." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-1AA937D7", "legacy_ids": [ "SS-AIDT-2026-0023" ], "event_key": "legacy|ss-aidt-2026-0023", "announcement_date": "2026-10-22", "observed_status": "announced_pending_regulatory_completion", "first_added_date": "2026-10-27", "last_reviewed_date": "2026-10-27", "parties": { "providers": [ "Octus", "Permira-advised funds", "Octus management" ], "ai_recipients": [ "London Stock Exchange Group" ], "strategic_buyer_or_operator": [ "London Stock Exchange Group" ] }, "asset": { "description": "Octus sources hard-to-access credit documents, covenants and deal terms across the credit lifecycle and converts them into proprietary structured, searchable data, expert intelligence and workflow data for private, illiquid and distressed credit markets.", "asset_types": [ "Proprietary private and illiquid credit data", "Hard-to-access credit documentation, covenants and deal terms", "Structured credit intelligence and expert analysis", "Credit workflow and portfolio-management data" ], "industry": "Financial data, private credit intelligence, analytics and AI workflows", "subject_type": "organization", "proprietary_status": "proprietary", "asset_disposition": "embedded_continuing", "renewal": "renewable" }, "access": { "mechanisms": [ "acquisition" ], "modes": [ "corpus_delivery" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "unknown", "inference_retrieval": "not_disclosed", "action_execution": "unknown", "personalization": "unknown", "retention": "not_disclosed", "ownership_transfer": "unknown", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "model_use", "evidence_level": "enabled", "statement": "Retrieval and reasoning over proprietary credit documents, structured terms, intelligence and workflow data through MCP and AI workflows; training and post-training are not disclosed.", "source_ids": [ "E1", "E2", "E3" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": null, "human_response_access": null, "human_response_stage": "unknown", "repetition_scope": "unknown", "recovery_observed": null, "adaptation_observed": null }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": true, "qualification_version": "strict-v1.0.0", "rationale": "Canonical Knowledge and Professional Workflow access are true. Human Response is not applicable because the disclosed asset covers credit documents, analysis and professional portfolio workflows rather than repeated human context-intervention-outcome observations. Strict data-rights qualification is true because LSEG is acquiring the proprietary data operating asset and its AI-enabled access paths. Ownership transfer remains conditional until closing; training, post-training, sublicensing and derived-model rights remain not disclosed." }, "economics": { "transaction_structure": "Data Asset Acquisition", "disclosed_consideration": { "status": "announced_cash_acquisition", "amount": 3535000000, "currency": "USD", "description": "LSEG agreed to pay $3.535 billion in cash for Octus; the price covers the whole operating business, not a separately priced data-only asset." }, "estimated_economics": { "status": "not_estimated", "amount": null, "currency": null, "method": null }, "economics_scope": "The disclosed consideration values Octus as a whole, including proprietary data, expert intelligence, analytics, software, workflows, customer relationships and employees. No stand-alone allocation to data or AI rights is disclosed." }, "scores": { "applicability": "applicable", "methodology_version": "1.0.0", "asset": { "score": 90, "coverage_pct": 100, "rationale": "Octus combines hard-to-access renewable credit documents, proprietary structuring and expert analysis with embedded decision workflows and AI-ready distribution.", "factor_ratings": { "uniqueness_scarcity": 4.5, "historical_depth": 4, "decision_outcome_richness": 4, "decision_value_density": 4.5, "real_world_grounding": 5, "domain_value": 5, "refreshability": 4.5, "proprietary_advantage": 5, "model_learning_usefulness": 4, "non_replicability": 4.5, "rights_usability": 5 }, "factor_evidence": { "uniqueness_scarcity": { "basis": "disclosed_fact", "source_ids": [ "E1" ], "rationale": "Octus sources hard-to-access private, illiquid and distressed-credit documentation; rating 4.5 of 5." }, "historical_depth": { "basis": "disclosed_fact", "source_ids": [ "E1" ], "rationale": "Octus has operated since 2013 across the full credit lifecycle, while exact archive depth is undisclosed; rating 4 of 5." }, "decision_outcome_richness": { "basis": "analysis", "source_ids": [ "E1" ], "rationale": "Data is embedded in sourcing, risk and portfolio workflows but realized outcome linkage is not separately disclosed; rating 4 of 5." }, "decision_value_density": { "basis": "analysis", "source_ids": [ "E1" ], "rationale": "Private-credit covenant, term and risk decisions carry high economic value; rating 4.5 of 5." }, "real_world_grounding": { "basis": "disclosed_fact", "source_ids": [ "E1" ], "rationale": "The corpus derives from real credit documents, deal terms and portfolio activity; rating 5 of 5." }, "domain_value": { "basis": "disclosed_fact", "source_ids": [ "E1" ], "rationale": "The data supports high-value private and illiquid credit markets; rating 5 of 5." }, "refreshability": { "basis": "analysis", "source_ids": [ "E1" ], "rationale": "Ongoing document sourcing and subscription workflows make the corpus renewable; rating 4.5 of 5." }, "proprietary_advantage": { "basis": "disclosed_fact", "source_ids": [ "E1", "E2" ], "rationale": "LSEG and Octus expressly describe differentiated proprietary data and solutions; rating 5 of 5." }, "model_learning_usefulness": { "basis": "disclosed_fact", "source_ids": [ "E1" ], "rationale": "MCP and AI-workflow delivery make the structured data highly useful for retrieval and reasoning, while training is undisclosed; rating 4 of 5." }, "non_replicability": { "basis": "analysis", "source_ids": [ "E1" ], "rationale": "Hard-to-access documents plus expert structuring and workflow data are costly to recreate; rating 4.5 of 5." }, "rights_usability": { "basis": "analysis", "source_ids": [ "E1" ], "rationale": "Whole-company ownership after closing provides broad operational control, though completion is pending; rating 5 of 5." } } }, "transaction_signal": { "score": 77, "coverage_pct": 85, "rationale": "The exact whole-company price, strategic buyer and AI-ready proprietary data are strong signals, while the data-only value, competitive process and model uplift are not disclosed.", "factor_ratings": { "disclosed_economics": 5, "clean_price_discovery": 3.5, "data_consideration_separability": 2, "explicit_model_use": 3.5, "rights_clarity": 4.5, "competing_bids": null, "strategic_buyer_quality": 5, "precedent_value": 4.5, "independent_model_uplift": null }, "factor_evidence": { "disclosed_economics": { "basis": "disclosed_fact", "source_ids": [ "E1", "E3" ], "rationale": "The $3.535 billion cash consideration is explicit; rating 5 of 5." }, "clean_price_discovery": { "basis": "analysis", "source_ids": [ "E1", "E3" ], "rationale": "An exact negotiated acquisition price is disclosed, but deal-process detail is limited; rating 3.5 of 5." }, "data_consideration_separability": { "basis": "analysis", "source_ids": [ "E1" ], "rationale": "The price covers the whole business, including software, people, customers and workflows, so data value is not separately allocated; rating 2 of 5." }, "explicit_model_use": { "basis": "disclosed_fact", "source_ids": [ "E1" ], "rationale": "Octus expressly distributes through MCP and AI workflows, while training is not disclosed; rating 3.5 of 5." }, "rights_clarity": { "basis": "analysis", "source_ids": [ "E1" ], "rationale": "Whole-company control is clear after closing, but completion and specific AI permissions remain conditional; rating 4.5 of 5." }, "strategic_buyer_quality": { "basis": "analysis", "source_ids": [ "E1", "E2" ], "rationale": "LSEG is a leading global financial-market infrastructure and data operator; rating 5 of 5." }, "precedent_value": { "basis": "analysis", "source_ids": [ "E1", "E2", "E3" ], "rationale": "The acquisition is a large, disclosed precedent for proprietary professional data and AI-ready workflow assets; rating 4.5 of 5." } } } }, "governance": { "governed_access": "Current customers access Octus intelligence through its platform, an MCP connector or AI workflows. Post-closing LSEG integration remains subject to regulatory completion and undisclosed customer controls.", "geographic_sovereignty": "not_disclosed", "privacy_pii": "not_disclosed", "trade_secret": "Octus sources hard-to-access credit documentation and converts it into proprietary data and analysis; confidentiality terms are not disclosed.", "de_identification": "not_disclosed", "employee_customer_data": "Customer and employee-data treatment is not disclosed.", "access_structure": "LSEG agreed to acquire the entire Octus operating business for cash. Subject to regulatory completion, LSEG will control Octus' proprietary credit data, intelligence, analytics and workflow assets and integrate them with LSEG fixed-income data, analytics and distribution. Octus already serves data through its platform, an MCP connector and AI workflows." }, "evidence": [ { "source_id": "E1", "url": "https://www.lseg.com/en/media-centre/press-releases/2026/lseg-acquire-octus-public-private-credit-solutions", "source_type": "primary", "publisher": "LSEG", "title": "LSEG to acquire Octus, creating market leader across public and private credit solutions" }, { "source_id": "E2", "url": "https://www.lseg.com/en/media-centre/press-releases/2026/london-stock-exchange-group-plc-q3-2026-trading-update", "source_type": "primary", "publisher": "LSEG", "title": "London Stock Exchange Group plc: Q3 2026 Trading Update" }, { "source_id": "E3", "url": "https://www.reuters.com/business/finance/lseg-buy-octus-35-billion-data-analytics-push-2026-10-22/", "source_type": "secondary", "publisher": "Reuters", "title": "LSEG to buy Octus in $3.5 billion data and analytics push" } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "reviewed_at": "2026-10-27T15:40:38.236Z", "decision_id": "conversation-20261027-0D936B656B3D", "packet_sha256": "eba7a054b35fab16f6343bee724a78966c7acbc5faf4286ff4955c9d76828bf7", "record_sha256": "211e38c368f8ae5e4ff3d890afe6cbd74671d4f134f21a8c59456331231ba6a7" }, "canonical_path": "/ai-data-transactions/deals/ss-aidt-2026-0023/", "source_series": "legacy_data_rights" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-7C41EF2A", "legacy_ids": [ "SS-CAP-20261028-8777F7B3397A" ], "event_key": "quantum metric and authorizing enterprise customers|mcp compatible agents felix agentic and optimizely ai|2026-10-22|digital experience sessions journey replay customer behavior and business impact|governed mcp retrieval analysis and outcome informed workflow iteration", "announcement_date": "2026-10-22", "observed_status": "active", "first_added_date": "2026-10-28", "last_reviewed_date": "2026-10-28", "parties": { "providers": [ "Quantum Metric", "Authorizing enterprise customers" ], "ai_recipients": [ "MCP-compatible enterprise agents", "Felix Agentic", "Optimizely AI" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Digital-experience sessions, replay evidence, customer journeys, behavior signals, feature and release use, business impact and repeated experiment or remediation results.", "asset_types": [ "longitudinal_response_history", "execution_traces", "structured_dataset", "expert_workflow" ], "industry": null, "subject_type": "human", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "renewable" }, "access": { "mechanisms": [ "connector", "platform_integration" ], "modes": [ "ongoing_feed", "retrieval", "action_execution" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "conditional", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "not_disclosed", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "Agents query structured experience data, individual sessions, journeys, funnels and replay evidence through 46 MCP tools.", "source_ids": [ "E1" ] }, { "type": "response_prediction", "evidence_level": "enabled", "statement": "Agents identify struggle, hesitation and abandonment and rank problems by customer and business impact.", "source_ids": [ "E1" ] }, { "type": "workflow_execution", "evidence_level": "enabled", "statement": "Teams connect experience context to coding and design agents in a detect, diagnose, fix and measure loop.", "source_ids": [ "E1" ] }, { "type": "intervention_selection", "evidence_level": "enabled", "statement": "Agents use observed customer behavior and measured impact to recommend which experiences to test next.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": true, "human_response_stage": "H3", "repetition_scope": "across_subjects", "recovery_observed": false, "adaptation_observed": false }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Autonomous publication under the active October 8 delegation: Quantum Metric MCP gives authorized agents subscription-scoped access to sessions, journeys, replay evidence, customer behavior and business impact for diagnosis, remediation and outcome-informed next-test selection. 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Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-F2752D20", "legacy_ids": [ "SS-CAP-20261024-529899D95166" ], "event_key": "tracelink and authorizing life sciences customers|governed opus agents|2026-10-22|enterprise applications partner systems internet data and authoritative records|mcp api retrieval and approved cross-system actions", "announcement_date": "2026-10-22", "observed_status": "announced", "first_added_date": "2026-10-24", "last_reviewed_date": "2026-10-24", "parties": { "providers": [ "TraceLink", "Authorizing life-sciences customers and partners" ], "ai_recipients": [ "Governed OPUS Agents" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Customer-authorized enterprise-application records, partner-system information and internet data exposed through Chorus while authoritative records remain in their source systems.", "asset_types": [ "content_corpus", "structured_dataset", "expert_workflow", "software_execution_environment", "domain_actions" ], "industry": null, "subject_type": "industrial_system", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "unknown" }, "access": { "mechanisms": [ "connector", "platform_integration" ], "modes": [ "retrieval", "action_execution" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "not_disclosed", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "Chorus gives governed OPUS Agents real-time access to authorized enterprise, partner and internet information through MCP or APIs.", "source_ids": [ "E1" ] }, { "type": "domain_reasoning", "evidence_level": "enabled", "statement": "Agents combine cross-system information inside the OPUS semantic ontology to reason with end-to-end supply-chain context.", "source_ids": [ "E1" ] }, { "type": "agent_planning", "evidence_level": "enabled", "statement": "Agents can coordinate multi-system work using shared enterprise and partner context.", "source_ids": [ "E1" ] }, { "type": "workflow_execution", "evidence_level": "enabled", "statement": "Agents can perform approved work across connected applications and partner systems while authoritative records remain in place.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "not_applicable", "repetition_scope": "not_applicable", "recovery_observed": false, "adaptation_observed": false }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Autonomous publication under the active October 8 delegation: TraceLink Chorus gives governed OPUS Agents real-time access to authorized enterprise applications, partner systems and internet data through MCP or APIs, with approved cross-system actions. Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://www.tracelink.com/about/news-room/tracelink-unveils-chorus-integrate-oncetm-across-enterprise-and-internet-data", "source_type": "primary", "checked_at": "2026-10-24T15:58:00.000Z", "summary": "TraceLink’s October 22 first-party announcement introduces Chorus for governed real-time access by human teams and OPUS Agents to enterprise applications, partner systems and internet sources through MCP or APIs, with approved actions and source records left in place." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-24T16:08:28.305Z", "revision_sha256": "29ec6100e797d877d8c18f6215f2cbfafc72b47476bc809965b4aa78d6edfd06", "notes": "Autonomous publication under the active October 8 delegation: TraceLink Chorus gives governed OPUS Agents real-time access to authorized enterprise applications, partner systems and internet data through MCP or APIs, with approved cross-system actions. Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-F4F281A2", "legacy_ids": [ "SS-CAP-20261029-E43FD7C99018" ], "event_key": "haystack and authorizing enterprise customers|claude chatgpt microsoft copilot slack and approved mcp assistants|2026-10-22|permissioned intranet knowledge pages posts and source links|mcp retrieval and admin controlled content creation", "announcement_date": "2026-10-22", "observed_status": "active", "first_added_date": "2026-10-29", "last_reviewed_date": "2026-10-29", "parties": { "providers": [ "Haystack", "Authorizing enterprise customers" ], "ai_recipients": [ "Claude", "ChatGPT", "Microsoft Copilot Studio", "Slack AI assistants" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Current approved intranet knowledge, pages, posts, people, teams, events, files, glossary terms, group permissions and source links.", "asset_types": [ "content_corpus", "expert_workflow", "domain_actions" ], "industry": null, "subject_type": "unknown", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "unknown" }, "access": { "mechanisms": [ "connector", "platform_integration" ], "modes": [ "retrieval", "action_execution" ] }, "rights": { "training": "prohibited", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "not_disclosed", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "Employees receive current, permission-aware, source-linked intranet answers through Claude, ChatGPT, Copilot or Slack.", "source_ids": [ "E1" ] }, { "type": "generation", "evidence_level": "enabled", "statement": "Authorized assistants draft private knowledge pages and group posts from intranet and connected-system context.", "source_ids": [ "E1" ] }, { "type": "workflow_execution", "evidence_level": "enabled", "statement": "From October 26, assistants can save page drafts and draft or publish posts where the employee has permission; admins can disable write tools.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "not_applicable", "repetition_scope": "not_applicable", "recovery_observed": false, "adaptation_observed": false }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Autonomous publication under the active October 8 delegation: Haystack MCP gives Claude, ChatGPT, Microsoft Copilot and Slack assistants employee-permission-aware access to approved intranet knowledge, with optional administrator-controlled publishing. Knowledge and Professional Workflow apply; Human Response is not applicable; customer-data training is prohibited; strict data-rights qualification is false and scores are not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://www.prnewswire.com/news-releases/haystacks-mcp-server-now-works-in-claude-chatgpt-copilot-and-slack-with-new-write-access-across-all-four-302916389.html", "source_type": "primary_syndicated", "checked_at": "2026-10-29T15:35:00.000Z", "summary": "Haystack expanded its MCP server across Claude, ChatGPT, Copilot and Slack and opened optional, permission-scoped page and post writes on October 26; customer data is not used for model training." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-29T16:13:16.501Z", "revision_sha256": "0e7790a7d1bedce2000ce3a667efce98f6251a5efe4680ce023068db4c61f121", "notes": "Autonomous publication under the active October 8 delegation: Haystack MCP gives Claude, ChatGPT, Microsoft Copilot and Slack assistants employee-permission-aware access to approved intranet knowledge, with optional administrator-controlled publishing. 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Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://www.kognitos.com/news/kognitos-launches-ai-employees-context-graphs-finance-banking/", "source_type": "primary", "checked_at": "2026-10-23T15:33:30.000Z", "summary": "Kognitos's October 21 first-party release places AI Employees and expanded Context Graphs in customer preview, linking financial records, connected applications, employee knowledge, SOPs, monitors and audit histories with permissioned REST and MCP access." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-23T15:52:31.553Z", "revision_sha256": "94e4e75d6e3fbc978866a39d5d7cdfade25edadb45e5a41340fbdbfe8748c81c", "notes": "Autonomous publication under the active October 8 delegation: Kognitos AI Employees and Context Graphs give permissioned agents governed access to finance records, connected systems, employee knowledge, approved SOPs and decision histories for deterministic workflow execution and continuous controls. Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-441AD5A1", "legacy_ids": [ "SS-CAP-20261021-302A96294CCC" ], "event_key": "clicdata and authorizing midmarket customers|claude chatgpt and other customer selected ai assistants|2026-10-21|governed clicdata warehouse business data and connected sources|permission aware mcp retrieval analysis and dashboard creation", "announcement_date": "2026-10-21", "observed_status": "active", "first_added_date": "2026-10-21", "last_reviewed_date": "2026-10-21", "parties": { "providers": [ "ClicData", "Authorizing ClicData customers" ], "ai_recipients": [ "Claude", "ChatGPT", "Other customer-selected AI assistants" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Customer-governed business data in ClicData's warehouse and more than 500 connected sources, including revenue, churn, pipeline and operational metrics.", "asset_types": [ "structured_dataset", "expert_workflow", "domain_actions" ], "industry": null, "subject_type": "unknown", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "unknown" }, "access": { "mechanisms": [ "connector", "platform_integration" ], "modes": [ "retrieval", "action_execution" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "not_disclosed", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "Authorized assistants can query governed ClicData warehouse information while inheriting existing permissions.", "source_ids": [ "E1" ] }, { "type": "domain_reasoning", "evidence_level": "enabled", "statement": "Teams can ask questions about revenue, churn, pipeline and other operating metrics using governed context.", "source_ids": [ "E1" ] }, { "type": "generation", "evidence_level": "enabled", "statement": "The integration can turn grounded answers into interactive dashboards inside ClicData.", "source_ids": [ "E1" ] }, { "type": "workflow_execution", "evidence_level": "enabled", "statement": "The MCP connection supports recurring business analysis and dashboard-creation workflows.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "not_applicable", "repetition_scope": "not_applicable", "recovery_observed": false, "adaptation_observed": false }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Autonomous publication under the active October 8 delegation: ClicData MCP gives customer-selected assistants permission-aware access to governed warehouse data from more than 500 connected sources for business analysis and dashboard creation. Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://markets.businessinsider.com/news/stocks/clicdata-launches-mcp-server-to-bring-trusted-business-data-to-ai-assistants-for-midmarket-teams-1036649161", "source_type": "primary_syndicated", "checked_at": "2026-10-21T14:56:00.000Z", "summary": "ClicData's October 21 release launches an MCP server connecting assistants to governed warehouse data from more than 500 sources." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-21T15:11:44.813Z", "revision_sha256": "00ae9bd07f426079311a5466e8704f469c4bd46084e3c0ab80b94755004bf219", "notes": "Autonomous publication under the active October 8 delegation: ClicData MCP gives customer-selected assistants permission-aware access to governed warehouse data from more than 500 connected sources for business analysis and dashboard creation. Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-478C4C01", "legacy_ids": [ "SS-CAP-20261023-F58F801D0CD6" ], "event_key": "anthropic and authorizing claude users and connected application providers|claude duet|2026-10-21|email calendar messages files business-system records past chats and user memory|proactive monitoring retrieval generation and approval-gated actions", "announcement_date": "2026-10-21", "observed_status": "active", "first_added_date": "2026-10-23", "last_reviewed_date": "2026-10-23", "parties": { "providers": [ "Anthropic", "Authorizing Claude Pro and Max users", "Connected application providers" ], "ai_recipients": [ "Claude Duet powered by Claude Opus 5.5" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "User-authorized email, calendars, messages, files, business-system records, past Claude chats, memory, skills and connected-app state monitored by Claude Duet for proactive work.", "asset_types": [ "content_corpus", "structured_dataset", "expert_workflow", "execution_traces", "domain_actions" ], "industry": null, "subject_type": "human", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "renewable" }, "access": { "mechanisms": [ "connector", "platform_integration" ], "modes": [ "ongoing_feed", "retrieval", "action_execution" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "conditional", "retention": "conditional", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "provider_reported_demonstration", "statement": "Claude Duet checks connected accounts, past chats and shared memory for relevant work context.", "source_ids": [ "E1" ] }, { "type": "domain_reasoning", "evidence_level": "provider_reported_demonstration", "statement": "Claude Duet prioritizes what needs attention and determines which applications and steps a task requires.", "source_ids": [ "E1" ] }, { "type": "generation", "evidence_level": "provider_reported_demonstration", "statement": "The agent produces drafts, briefs, financial models, decks, dashboards and other reviewable work products.", "source_ids": [ "E1" ] }, { "type": "agent_planning", "evidence_level": "provider_reported_demonstration", "statement": "Claude Duet decomposes larger jobs and continues them on a cloud computer after the user steps away.", "source_ids": [ "E1" ] }, { "type": "workflow_execution", "evidence_level": "provider_reported_demonstration", "statement": "The agent can use connected business tools and browsers, with approval before messages, payments, signatures or deletions.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "unknown", "repetition_scope": "not_applicable", "recovery_observed": false, "adaptation_observed": false }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Autonomous publication under the active October 8 delegation: Claude Duet receives user-authorized email, calendars, messages, files, business-system records, memory and past chats for proactive monitoring and approval-gated work across connected apps. Knowledge and Professional Workflow apply; Human Response is not asserted because measured context-intervention-outcome linkage is not established; strict data-rights qualification is false and scores are not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://claude.com/resources/articles/claude-duet", "source_type": "primary", "checked_at": "2026-10-23T15:33:30.000Z", "summary": "Anthropic's October 21 announcement opens a US research preview of Claude Duet, a proactive Opus 5.5 agent that monitors connected apps, works in a cloud browser and performs approval-gated tasks across more than 6,000 connectors and plugins." }, { "source_id": "E2", "url": "https://support.claude.com/en/articles/17631495-get-started-with-claude-duet", "source_type": "primary", "checked_at": "2026-10-23T15:33:30.000Z", "summary": "Anthropic's help article specifies connector control, recurring email and calendar checks, shared memory and chat search, approval requirements, retention behavior after disconnection and current off-limits actions." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-23T15:52:33.271Z", "revision_sha256": "889ae26a133f0a0a9ec61a489b5915c9ef2d56f02ca26b230a34173f2e3492e3", "notes": "Autonomous publication under the active October 8 delegation: Claude Duet receives user-authorized email, calendars, messages, files, business-system records, memory and past chats for proactive monitoring and approval-gated work across connected apps. Knowledge and Professional Workflow apply; Human Response is not asserted because measured context-intervention-outcome linkage is not established; strict data-rights qualification is false and scores are not applicable." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-59EF645F", "legacy_ids": [ "SS-CAP-20261022-BCFC6E93F373" ], "event_key": "oracle and authorizing oracle industry-application customers|oracle ai agent studio for industry applications agents|2026-10-21|industry application data configured decisions roles policies and operational workflows|governed agent configuration retrieval reasoning and workflow execution", "announcement_date": "2026-10-21", "observed_status": "announced", "first_added_date": "2026-10-22", "last_reviewed_date": "2026-10-22", "parties": { "providers": [ "Oracle", "Authorizing Oracle industry-application customers" ], "ai_recipients": [ "Oracle AI Agent Studio for Industry Applications agents" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Customer-authorized Oracle industry-application data, configured decisions, user roles, policies and operational workflows spanning construction, retail, financial services and other vertical applications.", "asset_types": [ "structured_dataset", "expert_workflow", "domain_actions" ], "industry": null, "subject_type": "unknown", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "unknown" }, "access": { "mechanisms": [ "platform_integration", "connector" ], "modes": [ "retrieval", "action_execution" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "not_disclosed", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "intended", "statement": "Configured agents are designed to retrieve authorized industry-application data and business context.", "source_ids": [ "E1" ] }, { "type": "domain_reasoning", "evidence_level": "intended", "statement": "Agents are designed to reason over industry-specific decisions, roles, policies and operational records.", "source_ids": [ "E1" ] }, { "type": "agent_planning", "evidence_level": "intended", "statement": "The studio is designed to assemble and coordinate multi-agent industry workflows.", "source_ids": [ "E1" ] }, { "type": "workflow_execution", "evidence_level": "intended", "statement": "Agents are designed to execute governed tasks such as construction issue handling, retail catalog work and payment workflows.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "not_applicable", "repetition_scope": "not_applicable", "recovery_observed": false, "adaptation_observed": false }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Autonomous publication under the active October 8 delegation: Oracle AI Agent Studio for Industry Applications is designed to ground configurable agents in authorized industry-application data, decisions, roles, policies and workflows for governed vertical operations. Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://www.prnewswire.com/news-releases/oracle-ai-agent-studio-for-industry-applications-helps-accelerate-business-outcomes-302914801.html", "source_type": "primary_syndicated", "checked_at": "2026-10-22T15:24:00.000Z", "summary": "Oracle's October 21 company-issued release announces AI Agent Studio for Industry Applications, a no- and low-code environment grounded in existing application data, tools, roles, policies and processes." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-22T15:29:46.992Z", "revision_sha256": "8708803987a82d3bc8e37a8c17f5b44e72951de8dba8a36dcb6d631cf0f59b62", "notes": "Autonomous publication under the active October 8 delegation: Oracle AI Agent Studio for Industry Applications is designed to ground configurable agents in authorized industry-application data, decisions, roles, policies and workflows for governed vertical operations. 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Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://www.globenewswire.com/news-release/2026/10/21/3385795/0/en/notified-opens-model-context-protocol-mcp-beta-program-for-pr-and-ir-data-and-services.html", "source_type": "primary_syndicated", "checked_at": "2026-10-29T15:35:00.000Z", "summary": "Notified opened a North American MCP beta for permission-scoped PR and IR data, drafting, optimization, reporting and customer-built agents; end-to-end distribution remains planned." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-29T16:13:15.261Z", "revision_sha256": "a95f4b51b6998b598e286f58ecccd89201022f06e4bc92ea047b4f2859d363b2", "notes": "Autonomous publication under the active October 8 delegation: Notified MCP beta brings permission-scoped PR and investor-relations data and workflows into Microsoft Copilot, Teams and customer-built agents for drafting, optimization and reporting. 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Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://investors.sentinelone.com/press-releases/news-details/2026/SentinelOne-Launches-Singularity-Agentic-Detection-and-Response-to-Stop-Rogue-and-Malicious-AI-Agents-at-Machine-Speed/default.aspx", "source_type": "primary", "checked_at": "2026-10-29T15:35:00.000Z", "summary": "SentinelOne launched Singularity ADR in immediate early access for continuous agent inventory, trace collection, policy enforcement, behavioral detection, containment, investigation and governed response." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-29T16:13:15.892Z", "revision_sha256": "9aaec6ce68a0062c2677d4cc424d8e1224e04e4d6058e9d8210570cef62aa585", "notes": "Autonomous publication under the active October 8 delegation: SentinelOne Singularity ADR gives investigation and response agents governed access to enterprise agent inventories, traces, permissions and security telemetry for monitoring, policy enforcement, containment and response. 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CNN identifies its agreement as strategic and multi-year; Reach grants enhanced content rights across its UK and Ireland portfolio. Google uses the content for experimental generative-AI features with attribution and direct links." }, "evidence": [ { "source_id": "E1", "url": "https://blog.google/products-and-platforms/products/news/news-ai-pilot-update-publishers/", "source_type": "primary", "publisher": "Google", "title": "400 publications are now partnering with us on our News AI pilot program" }, { "source_id": "E2", "url": "https://cnnpressroom.blogs.cnn.com/2026/10/15/cnn-announces-ai-partnership-with-google/", "source_type": "primary", "publisher": "CNN", "title": "CNN Announces AI Partnership with Google" }, { "source_id": "E3", "url": "https://www.reuters.com/business/media-telecom/cnn-signs-multi-year-ai-partnership-with-google-2026-10-15/", "source_type": "secondary", "publisher": "Reuters", "title": "CNN, Axios and other publishers join Google's AI news program" }, { "source_id": "E4", "url": "https://www.reachplc.com/news/2026/reach-and-google-announce-news-ai-partnership", "source_type": "primary", 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Cloud under Salesforce and ZoomInfo controls.", "source_ids": [ "E1", "E2" ] }, { "type": "agent_planning", "evidence_level": "enabled", "statement": "Hunter maintains context and plans next actions across accounts, contacts and opportunities over time.", "source_ids": [ "E1", "E2" ] }, { "type": "personalization", "evidence_level": "enabled", "statement": "Research and proposed outreach are tailored using company, contact, intent, news and customer sales context.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "unknown", "repetition_scope": "not_applicable", "recovery_observed": false, "adaptation_observed": false }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Autonomous publication under the active October 8 delegation: ZoomInfo gives Salesforce Hunter governed access to its GTM 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Knowledge and Professional Workflow apply; Human Response is not established and remains unknown; strict data-rights qualification is false and scores are not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://www.businesswire.com/news/home/20261015320136/en/", "source_type": "primary_syndicated", "checked_at": "2026-10-15T15:24:00Z", "summary": "ZoomInfo's vendor-issued Business Wire release documents Hunter's built-in access to the GTM Context Graph, including verified company and contact data, intent, news and billions of signals, with existing permissions, approvals and audit visibility." }, { "source_id": "E2", "url": "https://www.salesforce.com/sales/latest-release/", "source_type": "primary", "checked_at": "2026-10-15T15:24:00Z", "summary": "Salesforce documents Hunter's connected customer, pipeline and conversation context, prospect research, drafted outreach and cadences, persistent work, and seller review before sending." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-15T15:25:14.667Z", "revision_sha256": "6ba776cf78702fafe2be15a4d7a20e81e6562b0cd65dc9a65676a12ad7a5e1fc", "notes": "Autonomous publication under the active October 8 delegation: ZoomInfo gives Salesforce Hunter governed access to its GTM Context Graph of company, contact, intent, news and other live market signals alongside authorized Salesforce CRM and sales context for account prioritization, prospect discovery, planning and representative-reviewed outreach. Knowledge and Professional Workflow apply; Human Response is not established and remains unknown; strict data-rights qualification is false and scores are not applicable." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-50F36F1A", "legacy_ids": [ "SS-CAP-20261016-A1606C6ADD69" ], "event_key": "harrisquest and authorizing subscribers|claude chatgpt gemini microsoft copilot|2026-10-15|brand reputation intelligence benchmarks charts and client subscription data|mcp retrieval and report writeback", "announcement_date": "2026-10-15", "observed_status": "active", "first_added_date": "2026-10-16", "last_reviewed_date": "2026-10-16", "parties": { "providers": [ "HarrisQuest", "The Harris Poll", "Authorizing HarrisQuest subscribers" ], "ai_recipients": [ "Claude", "ChatGPT", "Gemini", "Microsoft Copilot and other MCP-compatible assistants" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "A subscriber's HarrisQuest brand and reputation intelligence, brand metrics, benchmarks, sample definitions, charts, reports and authorized company context.", "asset_types": [ "structured_dataset", "content_corpus", "expert_workflow", "domain_actions" ], "industry": null, "subject_type": "human", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "renewable" }, "access": { "mechanisms": [ "connector", "platform_integration", "license" ], "modes": [ "retrieval", "ongoing_feed", "action_execution" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "conditional", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "Authorized assistants retrieve the subscriber's full HarrisQuest subscription and brand intelligence.", "source_ids": [ "E1" ] }, { "type": "domain_reasoning", "evidence_level": "enabled", "statement": "Assistants compare brand trust and reputation metrics with disclosed sample sizes and definitions.", "source_ids": [ "E1" ] }, { "type": "generation", "evidence_level": "enabled", "statement": "The integration generates defensible answers and charts from HarrisQuest intelligence and company data.", "source_ids": [ "E1" ] }, { "type": "workflow_execution", "evidence_level": "enabled", "statement": "An authorized assistant can save a generated chart back into the subscriber's HarrisQuest report.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "unknown", "repetition_scope": "not_applicable", "recovery_observed": false, "adaptation_observed": false }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Autonomous publication under the active October 8 delegation: HarrisQuest's MCP server gives authorized AI assistants governed access to its company, market and competitive-intelligence data for research and analytical workflows. 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Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-821EA933", "legacy_ids": [ "SS-CAP-20261018-F249C3DC5DA5" ], "event_key": "servicenow and authorizing enterprise customers|employeeworks productivity assistants routines and toolsmith|2026-10-15|role-scoped enterprise context internal and external sources calendars hr data and cross-application workflows|platform-integrated retrieval durable memory and governed action execution", "announcement_date": "2026-10-15", "observed_status": "active", "first_added_date": "2026-10-20", "last_reviewed_date": "2026-10-20", "parties": { "providers": [ "ServiceNow", "Authorizing ServiceNow enterprise customers" ], "ai_recipients": [ "ServiceNow EmployeeWorks Productivity Assistants", "ServiceNow EmployeeWorks Productivity Routines", "ServiceNow ToolSmith-generated AI tools" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Customer-authorized role-scoped enterprise context, internal and external research sources, HR candidate and talent information, team-performance context, calendars, rooms, communications, service requests, approvals, cases, employee programs, connected business applications, APIs, logs, workflows and tools.", "asset_types": [ "content_corpus", "structured_dataset", "expert_workflow", "execution_traces", "domain_actions" ], "industry": null, "subject_type": "unknown", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "unknown" }, "access": { "mechanisms": [ "license", "connector", "platform_integration" ], "modes": [ "retrieval", "action_execution" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "conditional", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "Role-scoped EmployeeWorks assistants can investigate questions across internal and external sources, retrieve enterprise search context, and surface HR, talent, calendar and operational information.", "source_ids": [ "E1", "E2" ] }, { "type": "domain_reasoning", "evidence_level": "enabled", "statement": "Persona-specific assistants reason over enterprise context for hiring, HR case management, approvals, employee programs, management coaching and team-performance visibility.", "source_ids": [ "E1" ] }, { "type": "generation", "evidence_level": "enabled", "statement": "Research Assistant can produce personalized answers and rich artifacts, documents or decks grounded in the user's role and access.", "source_ids": [ "E1" ] }, { "type": "workflow_execution", "evidence_level": "enabled", "statement": "Assistants and routines can execute governed cross-application work, including scheduling, room and conferencing setup, approvals, case management and repeatable proactive tasks.", "source_ids": [ "E1", "E2" ] }, { "type": "agent_planning", "evidence_level": "enabled", "statement": "Productivity Assistants can own long-running tasks using durable memory, while ToolSmith plans, builds, tests and repairs enterprise tools from natural-language requirements.", "source_ids": [ "E1" ] }, { "type": "personalization", "evidence_level": "enabled", "statement": "EmployeeWorks personalizes assistant behavior, content, tools and answers according to employee role, permissions and administrator-defined guardrails.", "source_ids": [ "E1", "E2" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "not_applicable", "repetition_scope": "not_applicable", "recovery_observed": false, "adaptation_observed": false }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Owner-approved new canonical event: ServiceNow EmployeeWorks connects authorized enterprise, HR and talent context to governed assistant routines, scheduling, approvals, and cross-application actions. Knowledge and Professional Workflow apply, Human Response does not. Future AI Passport is not counted as another live arrangement. Strict data-rights qualification false; scoring not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-introduces-the-third-generation-of-its-employee-centric-AI-harness-so-the-workforce-can-build-and-use-the-AI-their-jobs-demand/default.aspx", "source_type": "primary", "checked_at": "2026-10-18T15:43:00.000Z", "summary": "ServiceNow announces EmployeeWorks Productivity Assistants, Productivity Routines, an employee-centric harness, ToolSmith and Conversations API in controlled availability. It identifies role-scoped research, HR and talent, calendar, application, workflow, API and log context; durable memory; proactive tasks; cross-system actions; admin guardrails; and governed, auditable execution." }, { "source_id": "E2", "url": "https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-opens-its-full-system-of-action-to-every-AI-Agent-in-the-enterprise/default.aspx", "source_type": "primary", "checked_at": "2026-10-18T15:44:00.000Z", "summary": "ServiceNow's May 5 Action Fabric announcement documents the operating platform beneath EmployeeWorks: generally available governed MCP access to enterprise records, knowledge, context, workflows, playbooks, approvals and business rules, with OAuth, role-based tool packages, audit trails, session management and AI Control Tower governance." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-20T00:09:21.396Z", "revision_sha256": "df1a9829c8f295d2d4f64df099cde4c3e62c6c7e372bf1055a45fda4ea586023", "notes": "Owner-approved new canonical event: ServiceNow EmployeeWorks connects authorized enterprise, HR and talent context to governed assistant routines, scheduling, approvals, and cross-application actions. Knowledge and Professional Workflow apply, Human Response does not. Future AI Passport is not counted as another live arrangement. Strict data-rights qualification false; scoring not applicable." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-A65AA598", "legacy_ids": [ "SS-CAP-20261015-08D6964A23AA" ], "event_key": "demandbase|salesforce hunter|2026-10-15|b2b engagement person account buying group and intent data|native retrieval and outbound prioritization", "announcement_date": "2026-10-15", "observed_status": "active", "first_added_date": "2026-10-15", "last_reviewed_date": "2026-10-15", "parties": { "providers": [ "Demandbase", "Authorizing Salesforce customers" ], "ai_recipients": [ "Salesforce Hunter outbound sales agent" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Demandbase real-time B2B account, person, engagement, intent, buying-group, contact-quality and sales intelligence combined with authorized Salesforce customer, pipeline and conversation context.", "asset_types": [ "content_corpus", "structured_dataset", "expert_workflow", "domain_actions" ], "industry": null, "subject_type": "human", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "renewable" }, "access": { "mechanisms": [ "partnership", "connector", "platform_integration" ], "modes": [ "retrieval", "ongoing_feed", "action_execution" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "conditional", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "Hunter retrieves real-time Demandbase engagement, person, account, buying-group and intent data natively inside Salesforce.", "source_ids": [ "E1", "E2" ] }, { "type": "domain_reasoning", "evidence_level": "enabled", "statement": "The agent ranks engaged people and accounts, identifies buying groups and intent, and combines those signals with Salesforce sales context.", "source_ids": [ "E1" ] }, { "type": "generation", "evidence_level": "enabled", "statement": "Hunter uses the combined context to prepare research and personalized outbound outreach for seller review.", "source_ids": [ "E1", "E3" ] }, { "type": "workflow_execution", "evidence_level": "enabled", "statement": "Hunter can progress outbound prospecting work inside Sales Cloud while remaining within Salesforce permissions and approval rules.", "source_ids": [ "E1", "E3" ] }, { "type": "agent_planning", "evidence_level": "enabled", "statement": "The agent builds and updates prospecting plans over time using customer sales context and external Demandbase signals.", "source_ids": [ "E1", "E3" ] }, { "type": "personalization", "evidence_level": "enabled", "statement": "Outbound research and messaging can be tailored to account engagement, buying-group membership and intent signals.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "unknown", "repetition_scope": "not_applicable", "recovery_observed": false, "adaptation_observed": false }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Autonomous publication under the active October 8 delegation: Demandbase gives Salesforce Hunter governed native access to real-time B2B engagement, person, account, buying-group and intent intelligence alongside authorized Salesforce sales context for prospect prioritization, research, planning and representative-reviewed outreach. Knowledge and Professional Workflow apply; Human Response is not established and remains unknown; strict data-rights qualification is false and scores are not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://tcompany.marketminute.com/article/bizwire-2026-10-15-demandbase-named-flagship-data-partner-for-hunter-salesforces-new-outbound-sales-agent", "source_type": "primary_syndicated", "checked_at": "2026-10-15T15:24:00Z", "summary": "Demandbase's vendor-issued Business Wire release names it a Hunter launch partner and documents native access to real-time B2B engagement, person, account, buying-group, intent and contact data for prioritization and outreach." }, { "source_id": "E2", "url": "https://developer.demandbase.com/docs/mcp", "source_type": "primary", "checked_at": "2026-10-15T15:24:00Z", "summary": "Demandbase documents read-only MCP access to tenant and global B2B intelligence with existing permissions enforced, including accounts, people, opportunities, engagement, intent and buying groups." }, { "source_id": "E3", "url": "https://www.salesforce.com/sales/latest-release/", "source_type": "primary", "checked_at": "2026-10-15T15:24:00Z", "summary": "Salesforce documents Hunter's connected customer, pipeline and conversation context, prospect research, drafted outreach and cadences, persistent work, and seller review before sending." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-15T15:25:14.489Z", "revision_sha256": "27a697065a5ab6f06509b4a4bc7af630551147334df3d825e78cd4ad4ec4fdcd", "notes": "Autonomous publication under the active October 8 delegation: Demandbase gives Salesforce Hunter governed native access to real-time B2B engagement, person, account, buying-group and intent intelligence alongside authorized Salesforce sales context for prospect prioritization, research, planning and representative-reviewed outreach. Knowledge and Professional Workflow apply; Human Response is not established and remains unknown; strict data-rights qualification is false and scores are not applicable." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-B1ED9A4C", "legacy_ids": [ "SS-CAP-20261016-B0D59A8EEE93" ], "event_key": "authorizing bloomberg terminal clients|bloomberg askb agents|2026-10-15|instant bloomberg chats worksheets watchlists and client files|permissioned retrieval and workflow analysis", "announcement_date": "2026-10-15", "observed_status": "active", "first_added_date": "2026-10-16", "last_reviewed_date": "2026-10-16", "parties": { "providers": [ "Bloomberg", "Authorizing Bloomberg Terminal clients" ], "ai_recipients": [ "Bloomberg ASKB agents and underlying commercial or open-weight models" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Client-authorized Instant Bloomberg chats, Worksheets, watchlists, Bloomberg Drive files and shared firm research combined with Bloomberg market data, news, research and analytics.", "asset_types": [ "content_corpus", "structured_dataset", "expert_workflow" ], "industry": null, "subject_type": "unknown", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "renewable" }, "access": { "mechanisms": [ "platform_integration", "license" ], "modes": [ "retrieval", "ongoing_feed", "action_execution" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "conditional", "retention": "conditional", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "Once enabled, ASKB retrieves a client's own chats, Worksheets, watchlists and permitted Bloomberg Drive files alongside Bloomberg data, news and research.", "source_ids": [ "E1", "E2" ] }, { "type": "domain_reasoning", "evidence_level": "enabled", "statement": "ASKB synthesizes proprietary firm context and Bloomberg intelligence for market, company and investment questions with source citations.", "source_ids": [ "E1", "E2" ] }, { "type": "generation", "evidence_level": "enabled", "statement": "ASKB produces cited summaries, comparisons, visualizations and structured research outputs grounded in authorized client and Bloomberg sources.", "source_ids": [ "E1", "E2" ] }, { "type": "workflow_execution", "evidence_level": "enabled", "statement": "Financial professionals can create repeatable research workflows and persist or share authorized files and outputs within their Bloomberg environment.", "source_ids": [ "E1", "E2" ] }, { "type": "personalization", "evidence_level": "enabled", "statement": "ASKB tailors answers to the user's selected chat history, security lists, files, permissions and professional context.", "source_ids": [ "E1", "E2" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "not_applicable", "repetition_scope": "not_applicable", "recovery_observed": false, "adaptation_observed": false }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Autonomous publication under the active October 8 delegation: Bloomberg's expanded ASKB lets authorized Terminal users combine Bloomberg Intelligence, news, financial data, filings, research, and customer-selected proprietary content in governed conversational research and analysis. Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://www.prnewswire.com/news-releases/the-next-evolution-of-askb-your-insights-bloombergs-intelligence-one-conversation-302909387.html", "source_type": "primary_syndicated", "checked_at": "2026-10-16T15:35:00.000Z", "summary": "Bloomberg announces ASKB general availability, opt-in access to three months of client IB chats, Worksheets, watchlists and persistent Drive files, permissioned sharing and cited answers." }, { "source_id": "E2", "url": "https://professional.bloomberg.com/products/bloomberg-terminal/ai/askb/", "source_type": "primary", "checked_at": "2026-10-16T15:35:00.000Z", "summary": "The ASKB product page documents coordinated agents, proprietary firm intelligence, repeatable workflows and existing consent, permission and list-level controls." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-16T15:44:56.957Z", "revision_sha256": "456d6a25c8d5815599b9f85406f3fdef251e1c37a6c368d7f9c4b88b737f9318", "notes": "Autonomous publication under the active October 8 delegation: Bloomberg's expanded ASKB lets authorized Terminal users combine Bloomberg Intelligence, news, financial data, filings, research, and customer-selected proprietary content in governed conversational research and analysis. Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-C2978985", "legacy_ids": [ "SS-CAP-20261016-09338FC26C02" ], "event_key": "consumer edge and authorizing clients|cosmos agent claude chatgpt and mcp clients|2026-10-15|proprietary global consumer spending data and insights|native agent and mcp retrieval", "announcement_date": "2026-10-15", "observed_status": "active", "first_added_date": "2026-10-16", "last_reviewed_date": "2026-10-16", "parties": { "providers": [ "Consumer Edge", "Authorizing Consumer Edge clients" ], "ai_recipients": [ "Consumer Edge Cosmos Agent", "Claude", "ChatGPT and other authorized MCP clients" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Consumer Edge proprietary global consumer spending datasets, company and customer metrics, competitive and trend intelligence, dashboards and client-authorized research context.", "asset_types": [ "structured_dataset", "content_corpus", "expert_workflow" ], "industry": null, "subject_type": "human", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "renewable" }, "access": { "mechanisms": [ "platform_integration", "connector", "license" ], "modes": [ "retrieval", "ongoing_feed" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "not_disclosed", "personalization": "not_disclosed", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "Cosmos Agent and the CE Cosmos MCP retrieve Consumer Edge spending data and insights for natural-language questions.", "source_ids": [ "E1" ] }, { "type": "domain_reasoning", "evidence_level": "enabled", "statement": "The agentic analyst helps investors and corporate teams examine companies, customers, competitors and consumer trends.", "source_ids": [ "E1" ] }, { "type": "generation", "evidence_level": "enabled", "statement": "The system returns data-grounded answers and surfaces patterns that may not be visible in dashboards.", "source_ids": [ "E1" ] }, { "type": "agent_planning", "evidence_level": "enabled", "statement": "The native agent acts as a research partner that refines questions while exploring the underlying proprietary dataset.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "unknown", "repetition_scope": "not_applicable", "recovery_observed": false, "adaptation_observed": false }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Autonomous publication under the active October 8 delegation: Consumer Edge's Cosmos platform gives authorized clients conversational and agentic access to proprietary consumer-spending data, dashboards and analytical workflows. Knowledge and Professional Workflow apply; Human Response remains unknown because raw spending feeds do not establish the required linked intervention-outcome structure; strict data-rights qualification is false and scores are not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "not_disclosed" }, "evidence": [ { "source_id": "E1", "url": "https://www.prnewswire.com/news-releases/consumer-edge-launches-cosmos-intelligence-platform-empowering-clients-to-unlock-consumer-spending-insights-through-ai-agent-and-mcp-302909329.html", "source_type": "primary_syndicated", "checked_at": "2026-10-16T15:35:00.000Z", "summary": "Consumer Edge announces Cosmos Agent in Dash and CE Cosmos MCP for Claude, ChatGPT and other tools, grounded in proprietary global consumer spending data for investor and corporate research." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-16T15:44:58.365Z", "revision_sha256": "466e3b720205d1175a3d479d131a9115d65de43f00d1379187fd2b9f24b8ddd6", "notes": "Autonomous publication under the active October 8 delegation: Consumer Edge's Cosmos platform gives authorized clients conversational and agentic access to proprietary consumer-spending data, dashboards and analytical workflows. Knowledge and Professional Workflow apply; Human Response remains unknown because raw spending feeds do not establish the required linked intervention-outcome structure; strict data-rights qualification is false and scores are not applicable." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-CEEAE357", "legacy_ids": [ "SS-CAP-20261016-1B621A4630D0" ], "event_key": "proof and authorizing consumers|meta muse chatgpt grok claude and x401 compatible agents|2026-10-15|verified identity claims signed transaction mandates and authorization scope|identity wallet mcp and x401 verification", "announcement_date": "2026-10-15", "observed_status": "active", "first_added_date": "2026-10-16", "last_reviewed_date": "2026-10-16", "parties": { "providers": [ "Proof", "Authorizing consumers" ], "ai_recipients": [ "Meta Muse", "ChatGPT", "Grok", "Claude and other x401 or MCP-compatible agents" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "User-held verified legal identity claims, requested disclosure scope, and device-signed transaction mandates specifying amounts, recipients and other authorized terms.", "asset_types": [ "structured_dataset", "expert_workflow", "domain_actions" ], "industry": null, "subject_type": "human", "proprietary_status": "unknown", "asset_disposition": "not_applicable", "renewal": "unknown" }, "access": { "mechanisms": [ "connector", "platform_integration", "other" ], "modes": [ "retrieval", "action_execution" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "not_disclosed", "retention": "conditional", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "Authorized agents can carry verifiable identity claims requested by a business without receiving the user's wallet credentials.", "source_ids": [ "E1" ] }, { "type": "workflow_execution", "evidence_level": "enabled", "statement": "Agents can carry signed mandates for wire transfers, purchases and payment instructions to relying businesses.", "source_ids": [ "E1" ] }, { "type": "agent_planning", "evidence_level": "enabled", "statement": "The live MCP and x401 flow lets agents request the exact identity evidence and transaction scope needed for a workflow.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "unknown", "repetition_scope": "not_applicable", "recovery_observed": false, "adaptation_observed": false }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Autonomous publication under the active October 8 delegation: Proof's x401 protocol lets AI agents prove the human or organization they represent and present scoped authorization for protected transactions and workflows. Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://www.globenewswire.com/news-release/2026/10/15/3381718/0/en/proof-launches-x401-giving-ai-agents-a-way-to-prove-who-they-represent-and-what-they-re-authorized-to-do.html", "source_type": "primary_syndicated", "checked_at": "2026-10-16T15:35:00.000Z", "summary": "Proof announces a live identity wallet, x401 protocol and production MCP server that let users selectively disclose verified claims and sign exact transaction terms carried by supported agents." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-16T15:44:59.088Z", "revision_sha256": "589610e7e87885838431750fbbbe5a8bdef7e7ac31722752c6b0906af0f29f9d", "notes": "Autonomous publication under the active October 8 delegation: Proof's x401 protocol lets AI agents prove the human or organization they represent and present scoped authorization for protected transactions and workflows. Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-D1009DA2", "legacy_ids": [ "SS-AIDT-2026-0022" ], "event_key": "legacy|ss-aidt-2026-0022", "announcement_date": "2026-10-15", "observed_status": "agreement_announced", "first_added_date": "2026-10-27", "last_reviewed_date": "2026-10-27", "parties": { "providers": [ "MassiveMusic", "Participating music rightsholders" ], "ai_recipients": [ "GRAI" ], "strategic_buyer_or_operator": [ "GRAI" ] }, "asset": { "description": "A dedicated, opt-in music dataset approved by participating rightsholders specifically for training GRAI's own music foundation model.", "asset_types": [ "Licensed music training dataset", "Rightsholder-approved recordings and compositions", "Opt-in AI training rights" ], "industry": "Music, media and generative AI", "subject_type": "organization", "proprietary_status": "proprietary", "asset_disposition": "embedded_continuing", "renewal": "unknown" }, "access": { "mechanisms": [ "license" ], "modes": [ "corpus_delivery" ] }, "rights": { "training": "unknown", "post_training": "not_disclosed", "evaluation": "unknown", "inference_retrieval": "unknown", "action_execution": "unknown", "personalization": "unknown", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "model_use", "evidence_level": "enabled", "statement": "Training GRAI's music foundation model to understand musical building blocks including melody, harmony and rhythm.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": null, "human_response_access": null, "human_response_stage": "unknown", "repetition_scope": "unknown", "recovery_observed": null, "adaptation_observed": null }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": true, "qualification_version": "strict-v1.0.0", "rationale": "This record covers only the separately licensed opt-in AI-training dataset. 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Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://www.prnewswire.com/news-releases/bind-ai-launches-the-ai-workforce-for-insurance-live-with-hundreds-of-agencies-and-billions-in-commercial-premium-302907990.html", "source_type": "primary_syndicated", "checked_at": "2026-10-14T15:24:00Z", "summary": "Bind AI announces public availability and active deployment with hundreds of agencies, describing autonomous processing of inbound email and documents plus submission intake, carrier quoting, proposals, servicing and binding, with completed work returned for broker review." }, { "source_id": "E2", "url": "https://bind.ai/product", "source_type": "primary", "checked_at": "2026-10-14T15:24:00Z", "summary": "Bind AI's current product page documents proactive email intake and automated submissions, quoting across more than 500 markets, proposals, invoices, payments, certificates, endorsements, policy questions, remarketing and renewal workflows." }, { "source_id": "E3", "url": "https://bind.ai/security", "source_type": "primary", "checked_at": "2026-10-14T15:24:00Z", "summary": "Bind AI documents SOC 2 Type II, encryption at rest and in transit, reviewed and authorized data access, hardened authentication, monitoring, and zero-trust controls." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-14T15:26:19.952Z", "revision_sha256": "83cc4409b4d0f8bc224b95780382e3c3856c11a88765f0b5fee089882c77174d", "notes": "Autonomous publication under the active October 8 delegation: Bind AI receives governed access to authorizing insurance agencies' inbound email, documents, policy records and carrier portals to execute submission, quoting, proposal, billing, servicing, renewal and binding workflows, with completed work returned for broker review. Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-4CCA6A0C", "legacy_ids": [ "SS-CAP-20261014-EE7B02FE1006" ], "event_key": "authorizing aligned customers and buyers|aligned seller agent|2026-10-14|deal workspace calls email crm calendar buyer actions and playbooks|governed retrieval and action execution", "announcement_date": "2026-10-14", "observed_status": "active", "first_added_date": "2026-10-14", "last_reviewed_date": "2026-10-14", "parties": { "providers": [ "Aligned", "Authorizing Aligned customers and buyers" ], "ai_recipients": [ "Aligned Seller Agent", "Aligned Brain" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Customer-authorized deal-room emails, files, links, calls, CRM updates, calendar events, buyer actions and engagement, mutual action plans, company playbooks, source-linked content, and onboarding, review, and renewal workflows.", "asset_types": [ "content_corpus", "structured_dataset", "expert_workflow", "execution_traces", "domain_actions" ], "industry": null, "subject_type": "human", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "renewable" }, "access": { "mechanisms": [ "platform_integration", "connector" ], "modes": [ "retrieval", "ongoing_feed", "action_execution" ] }, "rights": { "training": "prohibited", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "conditional", "retention": "not_disclosed", "ownership_transfer": "prohibited", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "Seller Agent and Aligned Brain can read current deal-room content plus connected calls, email, CRM, calendar, buyer engagement, and MCP-supplied context.", "source_ids": [ "E1", "E3" ] }, { "type": "domain_reasoning", "evidence_level": "enabled", "statement": "The agent reasons across an individual deal, the customer's playbook, and broader deal patterns to identify risks, stakeholder gaps, and recommended next moves.", "source_ids": [ "E1" ] }, { "type": "generation", "evidence_level": "enabled", "statement": "The agent creates source-linked content, decks, calculators, pricing pages, summaries, and organization-specific deal materials.", "source_ids": [ "E1", "E3" ] }, { "type": "workflow_execution", "evidence_level": "enabled", "statement": "The agent proposes and, after representative approval, applies changes to room sections, tabs, content, and mutual action plans; standing instructions can automate post-call room updates and notices.", "source_ids": [ "E1" ] }, { "type": "agent_planning", "evidence_level": "enabled", "statement": "The agent maintains a living deal view and recommends or automates next steps across sales, onboarding, business reviews, and renewals.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "unknown", "repetition_scope": "not_applicable", "recovery_observed": false, "adaptation_observed": false }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Autonomous publication under the active October 8 delegation: Aligned Seller Agent and Aligned Brain receive governed access to authorized customers' deal-room content, calls, email, CRM, calendar, buyer engagement and MCP-supplied context to reason over deals, generate source-linked materials and execute representative-approved updates. Knowledge and Professional Workflow apply; Human Response is not established and remains unknown; strict data-rights qualification is false and scores are not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://www.globenewswire.com/news-release/2026/10/14/3380796/0/en/aligned-introduces-seller-agent-the-industry-s-first-ai-agent-built-inside-the-deal-workspace.html", "source_type": "primary_syndicated", "checked_at": "2026-10-14T15:24:00Z", "summary": "Aligned announces Seller Agent beta availability, Aligned Brain ingestion of calls, email, CRM, calendar and buyer actions, source-linked recommendations, representative-approved changes, standing automation, and onboarding and renewal workflows." }, { "source_id": "E2", "url": "https://alignedup.com/terms/", "source_type": "primary", "checked_at": "2026-10-14T15:24:00Z", "summary": "Aligned's current terms describe optional access to email, calendar, contacts and integrations, administrator permissions, customer ownership of User Content, service-processing rights, and prohibitions on using specified customer data to train Aligned or third-party models." }, { "source_id": "E3", "url": "https://alignedup.com/ai-deal-workspace/", "source_type": "primary", "checked_at": "2026-10-14T15:24:00Z", "summary": "Aligned documents RAG and analytics over buyer-seller journeys, buyer interactions and vendor-provided details, encryption, AWS storage, SOC 2 controls, and six workspace permission levels." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-14T15:26:19.699Z", "revision_sha256": "d662b08132b4ce3d0dc02126e580a678244fb9597e5bbfb564c3cef963f7aeea", "notes": "Autonomous publication under the active October 8 delegation: Aligned Seller Agent and Aligned Brain receive governed access to authorized customers' deal-room content, calls, email, CRM, calendar, buyer engagement and MCP-supplied context to reason over deals, generate source-linked materials and execute representative-approved updates. Knowledge and Professional Workflow apply; Human Response is not established and remains unknown; strict data-rights qualification is false and scores are not applicable." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-A3D527C1", "legacy_ids": [ "SS-CAP-20261015-68D87C75D609" ], "event_key": "authorizing conga customers and conga|claude microsoft copilot agentforce and conga aime|2026-10-14|contracts quotes obligations approvals playbooks clauses and commercial workflows|mcp retrieval and action execution", "announcement_date": "2026-10-14", "observed_status": "active", "first_added_date": "2026-10-15", "last_reviewed_date": "2026-10-15", "parties": { "providers": [ "Conga", "Authorizing Conga customers" ], "ai_recipients": [ "Conga AiMe", "Claude", "Microsoft Copilot", "Salesforce Agentforce and other authorized MCP clients" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Authorized Conga customer contracts, quotes, obligations, approvals, clauses, playbooks, pricing records, document templates, amendment and signature states, and commercial workflow actions.", "asset_types": [ "content_corpus", "structured_dataset", "expert_workflow", "domain_actions" ], "industry": null, "subject_type": "unknown", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "renewable" }, "access": { "mechanisms": [ "platform_integration", "connector" ], "modes": [ "retrieval", "ongoing_feed", "action_execution" ] }, "rights": { "training": "conditional", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "conditional", "retention": "not_disclosed", "ownership_transfer": "prohibited", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "Conga MCP lets authorized Claude, Microsoft Copilot, Agentforce and other clients retrieve contracts, quotes, obligations, approvals and related commercial data.", "source_ids": [ "E1", "E2" ] }, { "type": "domain_reasoning", "evidence_level": "enabled", "statement": "AiMe and connected assistants analyze contract language, compliance, clauses, pricing, quotes and commercial workflow state.", "source_ids": [ "E1", "E2" ] }, { "type": "generation", "evidence_level": "enabled", "statement": "The released tools generate and redline contracts, build clause libraries, create documents, templates and quotes, and provide grounded answers.", "source_ids": [ "E1", "E2" ] }, { "type": "workflow_execution", "evidence_level": "enabled", "statement": "Authorized assistants can create NDAs and contracts, move agreements through review and signature, generate documents, and send materials for negotiation under existing permissions.", "source_ids": [ "E2" ] }, { "type": "agent_planning", "evidence_level": "enabled", "statement": "AiMe's tools coordinate multi-step contracting, quoting, pricing and document workflows across the commerce lifecycle.", "source_ids": [ "E1", "E2" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "not_applicable", "repetition_scope": "not_applicable", "recovery_observed": false, "adaptation_observed": false }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Autonomous publication under the active October 8 delegation: Conga's generally available MCP Server and expanded AiMe tools give authorized Claude, Microsoft Copilot, Salesforce Agentforce and native AiMe workflows governed access to customer contracts, quotes, obligations, approvals, clauses, pricing and document actions. Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://conga.com/press/conga-ai-innovations-press-release", "source_type": "primary", "checked_at": "2026-10-15T15:24:00Z", "summary": "Conga's October 14 release announces the Conga MCP Server and expanded AiMe tools, bringing live contract, quote and obligation data into Claude and Microsoft Copilot and adding nearly 100 tools across commercial workflows." }, { "source_id": "E2", "url": "https://conga.com/resources/blog/conga-clm-october-2026-release", "source_type": "primary", "checked_at": "2026-10-15T15:24:00Z", "summary": "Conga documents general availability in October, administrator-controlled AI clients, existing user permissions, and MCP actions spanning contract retrieval, creation, review, signature, negotiation and Conga Sign." }, { "source_id": "E3", "url": "https://conga.com/artificial-intelligence-addendum", "source_type": "primary", "checked_at": "2026-10-15T15:24:00Z", "summary": "Conga's AI Addendum limits customer-data training to customer-specific models, prohibits global or third-party foundational-model training, preserves customer ownership of inputs and outputs, and requires authorization and human review for agent actions." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-15T15:25:15.017Z", "revision_sha256": "aff0b46756a4002ceef67fd7245c05dbeab2d065024b2e5e7a10a3d03bea1e78", "notes": "Autonomous publication under the active October 8 delegation: Conga's generally available MCP Server and expanded AiMe tools give authorized Claude, Microsoft Copilot, Salesforce Agentforce and native AiMe workflows governed access to customer contracts, quotes, obligations, approvals, clauses, pricing and document actions. Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-EACA65A0", "legacy_ids": [ "SS-CAP-20261017-25E0891A7C59" ], "event_key": "treasure ai and authorizing enterprise customers|supported ai tools including claude chatgpt copilot codex and custom agents|2026-10-14|governed customer data segments journeys and activation|headless connectors cli and remote mcp access", "announcement_date": "2026-10-14", "observed_status": "active", "first_added_date": "2026-10-20", "last_reviewed_date": "2026-10-20", "parties": { "providers": [ "Treasure AI", "Authorizing Treasure AI enterprise customers" ], "ai_recipients": [ "Treasure AI agents", "Claude", "ChatGPT Enterprise", "Microsoft Copilot", "OpenAI Codex and other customer-authorized agents" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Customer-authorized governed customer context in Treasure AI, including customer profiles and consent, behavioral signals, segments, audiences, journey histories, campaign interactions, and activation controls.", "asset_types": [ "structured_dataset", "expert_workflow", "domain_actions", "longitudinal_response_history" ], "industry": null, "subject_type": "human", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "renewable" }, "access": { "mechanisms": [ "platform_integration", "connector", "license" ], "modes": [ "retrieval", "ongoing_feed", "action_execution" ] }, "rights": { "training": "prohibited", "post_training": "prohibited", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "conditional", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "prohibited", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "Authorized agents can query customer data, segments, journeys, campaigns, and related governed context through Treasure Code and supported connections.", "source_ids": [ "E1", "E3" ] }, { "type": "domain_reasoning", "evidence_level": "enabled", "statement": "Agents analyze customer context and campaign history to generate marketing insights and recommendations.", "source_ids": [ "E1", "E4" ] }, { "type": "workflow_execution", "evidence_level": "enabled", "statement": "Agents can build segments and journeys and prepare activation through governed platform tools, with customer-facing sends requiring human approval.", "source_ids": [ "E1", "E4" ] }, { "type": "agent_planning", "evidence_level": "enabled", "statement": "Digital Workers operate against defined roles and goals on demand, on schedules, or proactively within team-defined guardrails.", "source_ids": [ "E4" ] }, { "type": "personalization", "evidence_level": "enabled", "statement": "The platform uses live customer context, profiles, audiences, and behavioral signals to personalize customer experiences.", "source_ids": [ "E1", "E4" ] }, { "type": "intervention_selection", "evidence_level": "intended", "statement": "The documented design uses recent customer behavior and prior campaign context to propose the next governed marketing action.", "source_ids": [ "E1", "E4" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": true, "human_response_stage": "H2", "repetition_scope": "within_subject", "recovery_observed": false, "adaptation_observed": false }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Owner-approved new canonical event: Treasure AI enables permissioned access to customer profiles, consent, segments, campaign histories and governed marketing workflows. Knowledge and Professional Workflow plus repeated linked Human Response H2 apply. This does not establish causal uplift, recovery, adaptation or autonomous H3 next decisions. Strict data-rights qualification false; scoring not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://www.treasure.ai/blog/treasure-ai-goes-headless", "source_type": "primary", "checked_at": "2026-10-17T15:55:00.000Z", "summary": "Treasure AI describes headless access to customer data, segments, journeys, and activation through CLI, connectors, and a rolling-out remote MCP server, with permissions, isolated sessions, audit logs, and human approval for customer-facing sends." }, { "source_id": "E2", "url": "https://www.treasure.ai/security/", "source_type": "primary", "checked_at": "2026-10-17T15:55:00.000Z", "summary": "Treasure AI states agents inherit user permissions, PII masking and audit controls apply, data remains region-bound, and neither Treasure AI nor named LLM providers may train on customer content." }, { "source_id": "E3", "url": "https://docs.treasure.ai/products/customer-data-platform/ai-agent-foundry/how-do-treasure-data-s-ai-agents-come-up-with-a-response-or-decision", "source_type": "primary", "checked_at": "2026-10-17T15:55:00.000Z", "summary": "Product documentation says agents use RAG and queries against customer datasets inside Treasure AI, with no customer-data pre-training or post-training, cross-account sharing, or model-provider telemetry." }, { "source_id": "E4", "url": "https://www.treasure.ai/press-releases/agentic-world-2026-digital-worker", "source_type": "primary", "checked_at": "2026-10-17T15:55:00.000Z", "summary": "Treasure AI announces Digital Worker as a governed AI teammate that uses customer signals, approved tools, defined roles, permissions, guardrails, and human judgment and approvals to move from insight to action." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-20T00:09:20.369Z", "revision_sha256": "27e5fa3e58ef12baeba5783b8c3de3d79094919eb2d4851fd5e64e662bb381d7", "notes": "Owner-approved new canonical event: Treasure AI enables permissioned access to customer profiles, consent, segments, campaign histories and governed marketing workflows. Knowledge and Professional Workflow plus repeated linked Human Response H2 apply. This does not establish causal uplift, recovery, adaptation or autonomous H3 next decisions. 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Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://news.observepoint.com/", "source_type": "primary", "checked_at": "2026-10-16T15:35:00.000Z", "summary": "ObservePoint documents its MCP endpoint, OAuth or SSO sign-in, same-as-user role permissions and retrieval or execution across audits, journeys, rules, alerts, consent, reports and exports." }, { "source_id": "E2", "url": "https://markets.financialcontent.com/lightport.lightport8/article/bizwire-2026-10-8-observepoint-launches-mcp-server-to-turn-your-ai-into-an-observepoint-power-user", "source_type": "primary_syndicated", "checked_at": "2026-10-16T15:35:00.000Z", "summary": "ObservePoint's syndicated release identifies more than 100 tools, supported assistants and provider-reported onboarding-time improvements." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-16T15:44:58.015Z", "revision_sha256": "a046670e6c34c06a119e07ee9cd72793c84cae5228a08896685c714be8ef6f67", "notes": "Autonomous publication under the active October 8 delegation: ObservePoint's MCP server gives authorized AI assistants governed access to web-governance audit data and operations for querying results, inspecting implementation issues, and initiating supported workflows. Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-656AB54A", "legacy_ids": [ "SS-CAP-20261002-23345411F63F" ], "event_key": "drivecentric dealerships and customers|drivecentric acquire agent|2026-10-01|dealership customer records valuations conversations and operating process|personalized outreach appointment workflow and manager coaching", "announcement_date": "2026-10-01", "observed_status": "active", "first_added_date": "2026-10-02", "last_reviewed_date": "2026-10-02", "parties": { "providers": [ "DriveCentric dealerships", "Dealership customers submitting trade valuations" ], "ai_recipients": [ "DriveCentric Acquire Agent", "Authorized dealership teams" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Dealer-controlled customer records, trade valuations, conversations and interactions, permissions, workflows, and manager-coached dealership process context used by Acquire Agent for personalized vehicle-acquisition outreach and appointment handling.", "asset_types": [ "structured_dataset", "expert_workflow", "domain_actions" ], "industry": null, "subject_type": "human", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "unknown" }, "access": { "mechanisms": [ "platform_integration" ], "modes": [ "retrieval", "action_execution" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "conditional", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "Acquire Agent operates from the dealership's existing customer data, permissions, conversations, and workflow context.", "source_ids": [ "E1" ] }, { "type": "workflow_execution", "evidence_level": "enabled", "statement": "The agent initiates outreach after a trade valuation, holds a customer conversation, and works toward a dealership appointment inside the existing process.", "source_ids": [ "E1" ] }, { "type": "personalization", "evidence_level": "enabled", "statement": "Outreach is personalized using the customer's valuation and dealership-controlled context.", "source_ids": [ "E1" ] }, { "type": "intervention_selection", "evidence_level": "enabled", "statement": "The agent selects immediate conversational follow-up within manager-defined dealership processes and permissions.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "unknown", "repetition_scope": "not_applicable", "recovery_observed": false, "adaptation_observed": false }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Mike Ye approved the DriveCentric Acquire Agent canonical AI Access event as governed Knowledge + Professional Workflow access. Strict data-rights qualification does not apply and scores are not applicable. Dealership-controlled customer records, valuations, conversations, permissions and workflow context support personalized outreach and execution; measured outcomes and repeated Human Response linkage are not established." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://www.prnewswire.com/news-releases/drivecentric-introduces-acquire-agent-for-real-time-vehicle-acquisition-302895499.html", "source_type": "primary_syndicated", "checked_at": "2026-10-02T15:14:00.000Z", "summary": "DriveCentric announces Acquire Agent, which runs on dealership data, workflows and permissions, initiates personalized outreach after a trade valuation, converses with the customer, and works toward an appointment under manager-defined processes." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-02T15:36:38.695Z", "revision_sha256": "1016621c5b0e82aa51d96d0f5435a93b2e1831fccdef83e87754c6463f445068", "notes": "Mike Ye approved the DriveCentric Acquire Agent canonical AI Access event as governed Knowledge + Professional Workflow access. Strict data-rights qualification does not apply and scores are not applicable. Dealership-controlled customer records, valuations, conversations, permissions and workflow context support personalized outreach and execution; measured outcomes and repeated Human Response linkage are not established." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-71FEDC0A", "legacy_ids": [ "SS-CAP-20261002-94594D160E6B" ], "event_key": "mixpanel customers and their product users|mixpanel agent intelligence and product teams|2026-10-01|agent conversations tool calls customer behavior and business outcomes|identity-linked analysis experimentation and improvement", "announcement_date": "2026-10-01", "observed_status": "active", "first_added_date": "2026-10-02", "last_reviewed_date": "2026-10-02", "parties": { "providers": [ "Mixpanel customers", "Product users interacting with customer AI agents" ], "ai_recipients": [ "Mixpanel Agent Intelligence", "Authorized product and analytics teams" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Identity-linked records of agent conversations, tool calls and results, customer behavior, funnels, replays, cohorts, retention, experimentation results, and downstream business outcomes inside customer Mixpanel projects.", "asset_types": [ "execution_traces", "longitudinal_response_history", "structured_dataset", "expert_workflow" ], "industry": null, "subject_type": "human", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "renewable" }, "access": { "mechanisms": [ "platform_integration" ], "modes": [ "ongoing_feed", "retrieval", "action_execution" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "conditional", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "not_disclosed", "retention": "conditional", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "Teams can inspect reconstructed agent conversations turn by turn, including tool calls and results, alongside the user's broader product journey.", "source_ids": [ "E1" ] }, { "type": "domain_reasoning", "evidence_level": "enabled", "statement": "Mixpanel Agent and root-cause analysis identify performance changes, customer impact, rising costs, and opportunities for improvement.", "source_ids": [ "E1" ] }, { "type": "response_prediction", "evidence_level": "enabled", "statement": "The system relates agent interactions to user behavior, funnel movement, cohorts, retention, and business outcomes.", "source_ids": [ "E1" ] }, { "type": "intervention_selection", "evidence_level": "enabled", "statement": "Experimentation and feature flags let teams compare prompts, tool configurations, and models against measured customer and business outcomes.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": true, "human_response_stage": "H2", "repetition_scope": "mixed", "recovery_observed": false, "adaptation_observed": false }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Mike Ye approved the Mixpanel Agent Intelligence canonical AI Access event as governed Knowledge + Professional Workflow + Human Response access at H2. Strict data-rights qualification does not apply and scores are not applicable. Identity-linked agent conversations, tool calls, product behavior and business outcomes establish repeated linked observations; H3, recovery and adaptation are not established." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://www.prnewswire.com/news-releases/mixpanel-introduces-agent-intelligence-helping-product-teams-build-and-measure-more-effective-ai-agents-302895602.html", "source_type": "primary_syndicated", "checked_at": "2026-10-02T15:13:00.000Z", "summary": "Mixpanel announces Agent Intelligence, which reconstructs conversations and tool traces, ties them to the same user identity as product events, surfaces funnels, replays, cohorts and retention, links interactions to customer and business outcomes, and supports experiments comparing prompts, tools, and models." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-02T15:36:38.575Z", "revision_sha256": "0633566eeb75c957565d01bf0818811cd5f774e656061863963a4704e80c14a3", "notes": "Mike Ye approved the Mixpanel Agent Intelligence canonical AI Access event as governed Knowledge + Professional Workflow + Human Response access at H2. Strict data-rights qualification does not apply and scores are not applicable. Identity-linked agent conversations, tool calls, product behavior and business outcomes establish repeated linked observations; H3, recovery and adaptation are not established." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-B97517D2", "legacy_ids": [ "SS-CAP-20261001-57D37B6C055A" ], "event_key": "enterprise content and connected application owners|progress agentic rag smart agent and authorized enterprise users|2026-10-01|governed knowledge boxes live mcp applications web sources and synchronized wordpress content|permission-aware retrieval planning synthesis and citation", "announcement_date": "2026-10-01", "observed_status": "active", "first_added_date": "2026-10-07", "last_reviewed_date": "2026-10-07", "parties": { "providers": [ "Progress Agentic RAG customers and connected content or system owners" ], "ai_recipients": [ "Progress Smart Agent", "Authorized enterprise users through the Progress Agentic RAG application and Microsoft Teams" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Customer-governed Knowledge Boxes containing enterprise documents and synchronized WordPress content, plus live data retrieved from MCP-connected applications and selected web sources under existing enterprise permissions.", "asset_types": [ "content_corpus", "structured_dataset" ], "industry": null, "subject_type": "industrial_system", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "unknown" }, "access": { "mechanisms": [ "platform_integration", "connector" ], "modes": [ "retrieval" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "not_disclosed", "personalization": "not_disclosed", "retention": "conditional", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "Smart Agent retrieves from governed Knowledge Boxes, connected enterprise applications through MCP, and selected web sources while respecting existing permissions.", "source_ids": [ "E1", "E2" ] }, { "type": "agent_planning", "evidence_level": "enabled", "statement": "The agent plans research, decomposes questions into subqueries, evaluates sources, and assembles cited answers.", "source_ids": [ "E1", "E2" ] }, { "type": "domain_reasoning", "evidence_level": "enabled", "statement": "The system synthesizes retrieved enterprise and external information into contextual answers with traceable citations.", "source_ids": [ "E1", "E2" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": false, "human_response_access": false, "human_response_stage": "not_applicable", "repetition_scope": "not_applicable", "recovery_observed": false, "adaptation_observed": false }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Mike Ye approved the Progress Agentic RAG wording correction. The canonical event remains Knowledge-only governed access. Retrieval, agent planning, synthesis, and MCP connectivity do not establish Professional Workflow access or domain-action authority. Strict data-rights qualification remains false and methodology v1.0.0 scores remain not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "not_disclosed" }, "evidence": [ { "source_id": "E1", "url": "https://www.globenewswire.com/news-release/2026/10/01/3158857/0/en/Progress-Introduces-Agentic-RAG-to-Transform-Enterprise-Knowledge-into-Actionable-Intelligence.html", "source_type": "primary_syndicated", "checked_at": "2026-10-01T14:50:00.000Z", "summary": "Progress announces general availability of Agentic RAG, describing Smart Agent retrieval over governed Knowledge Boxes, live MCP applications and web sources, multi-step planning, source evaluation, citations, Microsoft Teams access, and existing-permission enforcement." }, { "source_id": "E2", "url": "https://www.progress.com/agentic-rag", "source_type": "primary", "checked_at": "2026-10-01T14:51:00.000Z", "summary": "The current Progress product page details governed Knowledge Boxes, live connectors, WordPress synchronization, permission-aware access, planning, retrieval, synthesis, and cited enterprise answers." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-07T18:10:22.432Z", "revision_sha256": "3445156132d47eeec85385ab25ccd9ba5414323d53b4c94fe593fac9c3582b11", "notes": "Mike Ye approved the Progress Agentic RAG wording correction. The canonical event remains Knowledge-only governed access. Retrieval, agent planning, synthesis, and MCP connectivity do not establish Professional Workflow access or domain-action authority. Strict data-rights qualification remains false and methodology v1.0.0 scores remain not applicable." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-D2452B12", "legacy_ids": [ "SS-CAP-20261004-35C353ECFCA3" ], "event_key": "barclays|anthropic claude|2026-10-01|internal service knowledge global markets emails software engineering and legacy systems|retrieval email routing and workflow execution", "announcement_date": "2026-10-01", "observed_status": "active", "first_added_date": "2026-10-04", "last_reviewed_date": "2026-10-04", "parties": { "providers": [ "Barclays" ], "ai_recipients": [ "Anthropic Claude", "Claude Code" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Barclays internal customer-service knowledge used by a retrieval-augmented Colleague Knowledge Assistant; incoming Global Markets client emails used for classification, enrichment and routing; and Barclays software-development, cybersecurity and legacy-system workflows made available to Claude and Claude Code under enterprise governance.", "asset_types": [ "content_corpus", "expert_workflow", "software_execution_environment", "domain_actions" ], "industry": null, "subject_type": "unknown", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "renewable" }, "access": { "mechanisms": [ "partnership", "platform_integration" ], "modes": [ "ongoing_feed", "retrieval", "action_execution" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "permitted", "action_execution": "conditional", "personalization": "not_disclosed", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "Claude powers a retrieval-augmented assistant that finds Barclays internal information for employees supporting more than 20 million UK retail customers.", "source_ids": [ "E1" ] }, { "type": "domain_reasoning", "evidence_level": "enabled", "statement": "Claude classifies and enriches incoming Global Markets client emails and determines an operational processing route before colleagues act.", "source_ids": [ "E1", "E2" ] }, { "type": "workflow_execution", "evidence_level": "enabled", "statement": "Claude is embedded in customer-support, email-triage, software-development, testing, security and legacy-modernization workflows across Barclays.", "source_ids": [ "E1", "E2" ] }, { "type": "generation", "evidence_level": "enabled", "statement": "Claude Code is being deployed to Barclays developers to accelerate software development, modernize legacy platforms and improve software quality.", "source_ids": [ "E1", "E2" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "not_applicable", "repetition_scope": "not_applicable", "recovery_observed": false, "adaptation_observed": false }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Mike Ye approved the Barclays × Anthropic Claude canonical AI Access event as governed Knowledge + Professional Workflow access. Strict data-rights qualification does not apply and methodology v1.0.0 scores are not applicable. Claude is used for retrieval over Barclays internal service knowledge, high-volume client-email classification/enrichment/routing, and software-development, security and legacy-modernization workflows. Human Response H2/H3 is not established. Retrieval is permitted; action execution is conditional; training, retention, ownership, sublicensing and derived-model rights remain undisclosed." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "permitted", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://www.anthropic.com/news/barclays-scales-claude", "source_type": "primary", "checked_at": "2026-10-04T15:54:00.000Z", "summary": "Anthropic and Barclays announce an expanded active collaboration: a Claude-powered retrieval assistant has handled more than one million searches for 16,000 employees, Claude processes about 120,000 Global Markets emails daily, and Claude Code is expanding into software, security and legacy-modernization workflows under Barclays governance and human oversight." }, { "source_id": "E2", "url": "https://www.bloomberg.com/news/articles/2026-10-01/barclays-expands-use-of-anthropic-s-claude-in-efficiency-push", "source_type": "secondary", "checked_at": "2026-10-04T15:57:00.000Z", "summary": "Bloomberg independently reports that Barclays is widening Claude use for legacy modernization and operational efficiency, expects half of developers to use Claude Code by year-end, and uses Anthropic models to process roughly 120,000 client emails daily." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-04T16:19:21.822Z", "revision_sha256": "93a3032f3125725c403dd164392d494f53e195366d4ace281c1f8ab92f604993", "notes": "Mike Ye approved the Barclays × Anthropic Claude canonical AI Access event as governed Knowledge + Professional Workflow access. Strict data-rights qualification does not apply and methodology v1.0.0 scores are not applicable. Claude is used for retrieval over Barclays internal service knowledge, high-volume client-email classification/enrichment/routing, and software-development, security and legacy-modernization workflows. Human Response H2/H3 is not established. Retrieval is permitted; action execution is conditional; training, retention, ownership, sublicensing and derived-model rights remain undisclosed." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-E14A22EA", "legacy_ids": [ "SS-CAP-20261002-289AE6AC7EEE" ], "event_key": "snowflake joint customers|uipath agents robots and snowflake coco|2026-10-01|governed snowflake enterprise data and operational context|zero-copy retrieval orchestration and action execution", "announcement_date": "2026-10-01", "observed_status": "active", "first_added_date": "2026-10-02", "last_reviewed_date": "2026-10-02", "parties": { "providers": [ "Snowflake joint customers", "Snowflake" ], "ai_recipients": [ "UiPath agents and automations", "Snowflake CoCo" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Joint customers' governed Snowflake enterprise data and operational context, accessed in place through UiPath Data Fabric and Cortex connectivity, plus UiPath agentic skills invoked from Snowflake CoCo.", "asset_types": [ "structured_dataset", "expert_workflow", "domain_actions" ], "industry": null, "subject_type": "industrial_system", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "unknown" }, "access": { "mechanisms": [ "partnership", "platform_integration", "connector" ], "modes": [ "retrieval", "action_execution" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "not_disclosed", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "UiPath Data Fabric reads and models customer data directly in Snowflake without copying it, under existing Snowflake controls and policies.", "source_ids": [ "E1", "E2" ] }, { "type": "workflow_execution", "evidence_level": "enabled", "statement": "Snowflake CoCo can invoke UiPath agentic skills and trigger UiPath automations while execution remains governed and auditable.", "source_ids": [ "E1", "E2" ] }, { "type": "agent_planning", "evidence_level": "enabled", "statement": "UiPath Maestro orchestrates agents, robots, people, data context, and operational actions across the connected platforms.", "source_ids": [ "E1", "E2" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "not_applicable", "repetition_scope": "not_applicable", "recovery_observed": false, "adaptation_observed": false }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Mike Ye approved the UiPath × Snowflake canonical AI Access event as governed Knowledge + Professional Workflow access. Strict data-rights qualification does not apply and scores are not applicable. Zero-copy retrieval of governed Snowflake enterprise data and bidirectional invocation of UiPath skills/automations are evidenced; training, ownership, retention and sublicensing rights are not established." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://www.hpcwire.com/bigdatawire/this-just-in/uipath-expands-snowflake-partnership-to-connect-ai-agents-with-governed-data", "source_type": "primary_syndicated", "checked_at": "2026-10-02T15:10:00.000Z", "summary": "UiPath announces an expanded Snowflake partnership providing two-way, zero-copy access between governed Snowflake data and UiPath orchestration. Data stays in Snowflake under existing controls, while UiPath automations can be triggered from Snowflake and CoCo can call UiPath agentic skills." }, { "source_id": "E2", "url": "https://www.uipath.com/", "source_type": "primary", "checked_at": "2026-10-02T15:11:00.000Z", "summary": "UiPath's current platform page describes governed orchestration across agents, robots, people and systems, including data protection, controlled agency, auditable actions, and execution through APIs and systems of record." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-02T15:36:38.455Z", "revision_sha256": "06261f9b75335adcb568e6748b4e6bffbfb845c9c1160662cfd601522ed053c0", "notes": "Mike Ye approved the UiPath × Snowflake canonical AI Access event as governed Knowledge + Professional Workflow access. Strict data-rights qualification does not apply and scores are not applicable. Zero-copy retrieval of governed Snowflake enterprise data and bidirectional invocation of UiPath skills/automations are evidenced; training, ownership, retention and sublicensing rights are not established." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-6A5387B2", "legacy_ids": [ "SS-AIDT-2026-0016" ], "event_key": "legacy|ss-aidt-2026-0016", "announcement_date": "2026-09-30", "observed_status": "active_multi_year_preferred_partnership", "first_added_date": "2026-10-01", "last_reviewed_date": "2026-10-07", "parties": { "providers": [ "Synopsys" ], "ai_recipients": [ "OpenAI", "GPT-Synopsys" ], "strategic_buyer_or_operator": [ "OpenAI", "GPT-Synopsys" ] }, "asset": { "description": "Synopsys' proprietary EDA toolchain and expert engineering workflows, including the execution behavior, outputs, constraints, and iterative optimization patterns needed to design and verify chips. The reviewed sources do not identify a delivered static corpus, and customer data is excluded from training.", "asset_types": [ "Proprietary electronic design automation tools", "Verified chip-design workflows and tool outputs", "Synopsys engineering expertise" ], "industry": "Semiconductor design, electronic design automation, and frontier AI", "subject_type": "organization", "proprietary_status": "proprietary", "asset_disposition": "embedded_continuing", "renewal": "renewable" }, "access": { "mechanisms": [ "license" ], "modes": [ "training" ] }, "rights": { "training": "permitted", "post_training": "not_disclosed", "evaluation": "unknown", "inference_retrieval": "not_disclosed", "action_execution": "unknown", "personalization": "unknown", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "unknown", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "model_use", "evidence_level": "enabled", "statement": "Domain-model training and post-training for chip-design planning, tool orchestration, output interpretation, iterative optimization, and engineering assistance.", "source_ids": [ "E1", "E2" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": null, "human_response_access": null, "human_response_stage": "unknown", "repetition_scope": "unknown", "recovery_observed": null, "adaptation_observed": null }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": true, "qualification_version": "strict-v1.0.0", "rationale": "Canonical Knowledge is true. Professional Workflow remains unknown in the canonical registry because the strict legacy adapter has no separately approved capability-flow classification for this arrangement; executable tool access is not converted into that facet by narrative inference. Human Response is likewise not separately classified in this strict record. The strict data-rights derived flag remains true because a named proprietary operating asset is licensed for model development, the training subscription makes those rights separately material, model use is explicit, and the arrangement is not ordinary enterprise deployment. Customer data is excluded from training. Ownership, raw data delivery, retention, sublicensing, and model-IP allocation are not inferred." }, "economics": { "transaction_structure": "Training Rights License", "disclosed_consideration": { "status": "economic_structure_disclosed_amount_not_disclosed", "amount": null, "currency": null, "description": "Reuters reports that OpenAI pays Synopsys a training subscription fee and that the parties share downstream GPT-Synopsys revenue. Dollar amounts, revenue-share percentages, minimum commitments, and term-by-term allocation are not disclosed." }, "estimated_economics": { "status": "not_estimated", "amount": null, "currency": null, "method": null }, "economics_scope": "The reported training subscription covers development access, while downstream revenue sharing covers commercial use. The reviewed sources do not allocate value among tools, expertise, workflow access, model hosting, or go-to-market rights." }, "scores": { "applicability": "applicable", "methodology_version": "1.0.0", "asset": { "score": 94, "coverage_pct": 92, "rationale": "Strategic Signal analysis. Synopsys' proprietary EDA environment and verified expert workflows are scarce, economically consequential, highly grounded, and explicitly useful for model learning; historical depth is not disclosed.", "factor_ratings": { "uniqueness_scarcity": 5, "historical_depth": null, "decision_outcome_richness": 4, "decision_value_density": 5, "real_world_grounding": 4.5, "domain_value": 5, "refreshability": 4, "proprietary_advantage": 5, "model_learning_usefulness": 5, "non_replicability": 5, "rights_usability": 4.5 }, "factor_evidence": { "uniqueness_scarcity": { "basis": "analysis", "source_ids": [ "E1" ], "rationale": "Synopsys' production EDA toolchain, engineering expertise, and verified design workflows are difficult to substitute with public chip-design data." }, "decision_outcome_richness": { "basis": "analysis", "source_ids": [ "E1" ], "rationale": "Tool execution and iterative optimization expose relationships between design choices, tool outputs, constraints, and improved chip designs." }, "decision_value_density": { "basis": "analysis", "source_ids": [ "E1", "E2" ], "rationale": "Semiconductor design decisions carry extremely high engineering, tape-out, manufacturing, schedule, and product-value consequences." }, "real_world_grounding": { "basis": "disclosed_fact", "source_ids": [ "E1" ], "rationale": "GPT-Synopsys is trained to operate production engineering tools and interpret their outputs, grounding learning in real design processes." }, "domain_value": { "basis": "analysis", "source_ids": [ "E1", "E2" ], "rationale": "Electronic design automation is strategic infrastructure for the semiconductor industry and directly shapes costly chip development." }, "refreshability": { "basis": "analysis", "source_ids": [ "E1" ], "rationale": "A multi-year preferred partnership can expose continuing tool and workflow evolution, although no specific data-refresh cadence is disclosed." }, "proprietary_advantage": { "basis": "disclosed_fact", "source_ids": [ "E1" ], "rationale": "The licensed asset is Synopsys' proprietary EDA environment and engineering expertise, not a readily available public corpus." }, "model_learning_usefulness": { "basis": "disclosed_fact", "source_ids": [ "E1" ], "rationale": "The tools and workflows are licensed expressly so the model can learn to run tools, interpret outputs, and optimize designs." }, "non_replicability": { "basis": "analysis", "source_ids": [ "E1" ], "rationale": "Recreating the full toolchain, verification behavior, and accumulated engineering workflow knowledge would require exceptional time, capital, and domain access." }, "rights_usability": { "basis": "analysis", "source_ids": [ "E1" ], "rationale": "The multi-year license and hosted product path support model development and commercial deployment, while detailed retention and derivative-right terms remain undisclosed." } } }, "transaction_signal": { "score": 74, "coverage_pct": 85, "rationale": "Strategic Signal analysis. The training subscription, downstream revenue share, explicit model-development license, and strong counterparties create a high-value signal, while amounts, bid dynamics, and independent uplift remain undisclosed.", "factor_ratings": { "disclosed_economics": 2.5, "clean_price_discovery": 2, "data_consideration_separability": 4, "explicit_model_use": 5, "rights_clarity": 4.5, "competing_bids": null, "strategic_buyer_quality": 5, "precedent_value": 5, "independent_model_uplift": null }, "factor_evidence": { "disclosed_economics": { "basis": "disclosed_fact", "source_ids": [ "E2" ], "rationale": "Reuters reports a training subscription fee and downstream revenue sharing, but no dollar amount, percentage, or minimum commitment." }, "clean_price_discovery": { "basis": "analysis", "source_ids": [ "E1", "E2" ], "rationale": "The bilateral multi-year partnership reveals an economic structure but not a public price, competitive process, or asset valuation." }, "data_consideration_separability": { "basis": "analysis", "source_ids": [ "E1", "E2" ], "rationale": "Reuters identifies a training subscription distinct from downstream revenue sharing, making model-development access partly separable from product commercialization." }, "explicit_model_use": { "basis": "disclosed_fact", "source_ids": [ "E1" ], "rationale": "The agreement expressly licenses Synopsys tools for GPT-Synopsys development and training to execute and optimize chip-design workflows." }, "rights_clarity": { "basis": "analysis", "source_ids": [ "E1", "E2" ], "rationale": "The licensed development purpose, OpenAI hosting, preferred-partner structure, customer-data training prohibition, subscription, and revenue share are disclosed; retention and sublicensing are not." }, "strategic_buyer_quality": { "basis": "analysis", "source_ids": [ "E1", "E2" ], "rationale": "OpenAI is a leading frontier-model developer and Synopsys is a leading electronic-design-automation provider." }, "precedent_value": { "basis": "analysis", "source_ids": [ "E1", "E2" ], "rationale": "A domain-software provider licensing expert tools and workflows for frontier-model training with subscription and revenue share is a repeatable vertical-AI template." } } } }, "governance": { "governed_access": "OpenAI receives licensed tool access for specified model development; GPT-Synopsys is OpenAI-hosted and customer data is explicitly not used for training.", "geographic_sovereignty": "not_disclosed", "privacy_pii": "The disclosed asset is engineering software and workflow knowledge. Personal data is not identified.", "trade_secret": "Synopsys retains ownership of its tools; detailed safeguards for proprietary algorithms, tool outputs, and workflow traces are not disclosed.", "de_identification": "not_applicable_to_disclosed_engineering_assets", "employee_customer_data": "Synopsys and OpenAI state that customer data will not be used to train GPT-Synopsys.", "access_structure": "Under a multi-year preferred partnership, OpenAI licenses Synopsys EDA tools to develop and train the OpenAI-hosted GPT-Synopsys model to run expert tools, interpret results, and iteratively optimize designs. Synopsys contributes engineering expertise; customer data is not used for training." }, "evidence": [ { "source_id": "E1", "url": "https://investor.synopsys.com/news/news-details/2026/OpenAI-and-Synopsys-Announce-GPT-Synopsys-Frontier-Intelligence-to-Revolutionize-Chip-Design", "source_type": "primary", "publisher": "Synopsys and OpenAI", "title": "OpenAI and Synopsys Announce GPT-Synopsys, Frontier Intelligence to Revolutionize Chip Design" }, { "source_id": "E2", "url": "https://www.reuters.com/business/synopsys-openai-strike-deal-develop-ai-model-chip-design-work-2026-09-30/", "source_type": "secondary", "publisher": "Reuters", "title": "Synopsys, OpenAI strike deal to develop AI model for chip design work" } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "reviewed_at": "2026-10-07T18:10:22.357Z", "decision_id": "conversation-20261007-6C2EB1F82CB3", "packet_sha256": "dc08a78d4b713c345b02753095ca2d3602418e64ff7c76ac043c057fa0dfb7aa", "record_sha256": "b77584df90656b3d44bc2277aea8702327497348bc2cfdc73dd5fd58b02fd465" }, "canonical_path": "/ai-data-transactions/deals/ss-aidt-2026-0016/", "source_series": "legacy_data_rights" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-88582C6B", "legacy_ids": [ "SS-AIDT-2026-0014" ], "event_key": "legacy|ss-aidt-2026-0014", "announcement_date": "2026-09-30", "observed_status": "active_multiyear_data_license", "first_added_date": "2026-09-30", "last_reviewed_date": "2026-09-30", "parties": { "providers": [ "OneMedNet" ], "ai_recipients": [ "Undisclosed commercially scaled AI-enabled precision-medicine company" ], "strategic_buyer_or_operator": [ "Undisclosed commercially scaled AI-enabled precision-medicine company" ] }, "asset": { "description": "De-identified, multimodal, longitudinal clinical real-world data sourced directly through OneMedNet's network of more than 2,300 healthcare partner sites, including medical imaging and longitudinal clinical journeys, licensed for AI model training and incorporation into a commercial derivative dataset.", "asset_types": [ "De-identified multimodal clinical real-world data", "Medical imaging", "Longitudinal clinical records and patient journeys" ], "industry": "Healthcare, precision medicine and clinical AI", "subject_type": "organization", "proprietary_status": "proprietary", "asset_disposition": "embedded_continuing", "renewal": "renewable" }, "access": { "mechanisms": [ "license" ], "modes": [ "training" ] }, "rights": { "training": "permitted", "post_training": "not_disclosed", "evaluation": "unknown", "inference_retrieval": "unknown", "action_execution": "unknown", "personalization": "unknown", "retention": "not_disclosed", "ownership_transfer": "prohibited", "derived_model": "permitted", "sublicensing": "conditional", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "model_use", "evidence_level": "enabled", "statement": "Training clinical and diagnostic AI models and constructing a commercial derivative dataset that combines OneMedNet imaging and longitudinal clinical journeys with the customer's molecular datasets.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": null, "human_response_access": null, "human_response_stage": "unknown", "repetition_scope": "unknown", "recovery_observed": null, "adaptation_observed": null }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": true, "qualification_version": "strict-v1.0.0", "rationale": "The issuer release establishes a seven-figure multiyear license, explicit AI-model training, derivative-dataset commercialization, recurring downstream sublicensing revenue, retained source-data rights, de-identification, more than 2,300 healthcare partner sites, and an option to expand volume and value. The counterparty name, exact contract value, annual payment schedule, sublicensing rate, licensed subset size, historical years, exclusivity, retention, post-training and evaluation rights, geographic processing terms, patient consent details, model ownership and independent model-uplift evidence are not disclosed. Longitudinal patient journeys do not by themselves establish Human Response H2/H3 linkage. Currency correction: the reviewed issuer announcement uses 'seven figure' without explicitly identifying a currency or settlement form. The earlier USD field is withdrawn in this successor record; no numeric range, cash realization or currency conversion is inferred." }, "economics": { "transaction_structure": "Training Rights License", "disclosed_consideration": { "status": "reported_range_only", "amount": null, "currency": null, "description": "Seven-figure multiyear agreement, plus incremental annual sublicensing revenue to OneMedNet for each downstream end-customer license; exact contract value, currency, payment form, annual schedule and per-license revenue share are not disclosed in the reviewed issuer announcement." }, "estimated_economics": { "status": "not_estimated", "amount": null, "currency": null, "method": null }, "economics_scope": "The disclosed seven-figure amount applies to the multiyear data license. OneMedNet separately states that it receives recurring sublicensing revenue on each downstream license of the derivative product and that the agreement includes an option to expand data volume and contract value; exact values are not disclosed." }, "scores": { "applicability": "applicable", "methodology_version": "1.0.0", "asset": { "score": 94, "coverage_pct": 100, "rationale": "Strategic Signal analysis. 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The transaction discloses a seven-figure multiyear data license, explicit model-training use, cleanly separable data consideration, derivative commercialization and recurring sublicensing economics. 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The consortium provides explicit and well-governed training rights with strong precedent value, but no disclosed economics or clean price discovery.", "factor_ratings": { "disclosed_economics": 0, "clean_price_discovery": 0, "data_consideration_separability": 2.5, "explicit_model_use": 5, "rights_clarity": 4.5, "competing_bids": null, "strategic_buyer_quality": 4.5, "precedent_value": 5, "independent_model_uplift": null }, "factor_evidence": { "disclosed_economics": { "basis": "disclosed_fact", "source_ids": [ "E1" ], "rationale": "The announcement does not disclose membership fees, cash consideration, revenue share, or minimum commitments." }, "clean_price_discovery": { "basis": "analysis", "source_ids": [ "E1" ], "rationale": "No transaction value, auction, bid process, or separable market price for the contributed rights is disclosed." }, "data_consideration_separability": { "basis": "analysis", "source_ids": [ "E1" ], "rationale": "Members expressly contribute proprietary sequences and receive model and dataset-use benefits, but monetary consideration is not separated." }, "explicit_model_use": { "basis": "disclosed_fact", "source_ids": [ "E1" ], "rationale": "Foundation-model training, benchmarking, refinement, and member-local fine-tuning are all expressly disclosed." }, "rights_clarity": { "basis": "analysis", "source_ids": [ "E1" ], "rationale": "Contribution ownership, raw-data non-exposure, federated access, internal model use, and local fine-tuning are described, while sublicensing remains undisclosed." }, "strategic_buyer_quality": { "basis": "analysis", "source_ids": [ "E1" ], "rationale": "AbbVie, argenx, Lundbeck, and Takeda are major strategic biopharma participants working with Ginkgo and Apheris." }, "precedent_value": { "basis": "analysis", "source_ids": [ "E1" ], "rationale": "The federated consortium structure is a repeatable template for pooling competitively sensitive scientific data without central raw-data transfer." } } } }, "governance": { "governed_access": "Apheris provides privacy-preserving federated infrastructure so members can train, benchmark, and refine models without exposing raw proprietary sequences.", "geographic_sovereignty": "not_disclosed", "privacy_pii": "The disclosed assets are antibody sequences and assay data; patient-level or personal data is not identified.", "trade_secret": "Raw proprietary member sequences are not exposed to other members, and ownership remains with the contributing member.", "de_identification": "not_applicable_to_disclosed_antibody_assets", "employee_customer_data": "No employee or ordinary customer data is identified; the external assets are proprietary scientific research data.", "access_structure": "Members contribute proprietary sequences; Ginkgo generates standardized assay data and trains a foundation model. 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Entitlement-governed retrieval, semantic context and validated actions across live enterprise systems are evidenced; separate learning, ownership or reuse rights are not." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-BF27494A", "legacy_ids": [ "SS-CAP-20260929-92F337B317BB" ], "event_key": "nasdaq calypso clients|nasdaq-hosted calypso agents|2026-09-29|client trading risk collateral data documentation and workflows|contained retrieval and planned workflow execution", "announcement_date": "2026-09-29", "observed_status": "announced", "first_added_date": "2026-09-29", "last_reviewed_date": "2026-09-29", "parties": { "providers": [ "Nasdaq Calypso clients", "Nasdaq" ], "ai_recipients": [ "Nasdaq-hosted Calypso agents and client-connected proprietary agents" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Financial institutions' Nasdaq Calypso system-of-record trading, risk, collateral, positions, cashflow and operational data, documentation and front-to-back capital-markets workflows made available to governed Nasdaq-hosted and client-connected agents within each institution's perimeter.", "asset_types": [ "structured_dataset", "expert_workflow", "domain_actions" ], "industry": null, "subject_type": "unknown", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "unknown" }, "access": { "mechanisms": [ "platform_integration", "connector" ], "modes": [ "retrieval", "action_execution" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "not_disclosed", "retention": "prohibited", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "The launched natural-language assistant lets authorized users and agents query Calypso system-of-record data, documentation and other information inside a governed institutional environment.", "source_ids": [ "E1", "E2" ] }, { "type": "domain_reasoning", "evidence_level": "enabled", "statement": "Agents can analyze consistent trading, risk, collateral and operational records using Calypso's governed data models, semantic context, lineage and controls.", "source_ids": [ "E1", "E2" ] }, { "type": "workflow_execution", "evidence_level": "intended", "statement": "Nasdaq plans governed agentic workers that operate across capital-markets and treasury workflows while institutions retain oversight and control.", "source_ids": [ "E1" ] }, { "type": "agent_planning", "evidence_level": "intended", "statement": "The MCP-based orchestration layer is designed to connect Nasdaq and proprietary agents to real data, controls and multi-stage trade-lifecycle workflows.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "not_applicable", "repetition_scope": "not_applicable", "recovery_observed": null, "adaptation_observed": null }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Mike Ye approved the Nasdaq Calypso canonical AI Access event as Knowledge + Professional Workflow access. Strict data-rights qualification does not apply; scores are not applicable. Governed retrieval and planned workflow execution over institution-controlled Calypso data are evidenced; external retention is prohibited, while training, post-training, evaluation, ownership, derived-model, sublicensing and exclusivity remain undisclosed." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://www.globenewswire.com/news-release/2026/09/29/3370427/0/en/nasdaq-calypso-launches-agentic-capabilities-to-scale-ai-adoption-across-the-trade-lifecycle.html", "source_type": "primary_syndicated", "checked_at": "2026-09-29T15:57:00Z", "summary": "Nasdaq's issuer release announces a contained MCP-based environment in which Nasdaq-hosted and client-connected agents can operate on client Calypso trading, risk and collateral records; the launched assistant queries data and documentation, while future workers remain governed by sandboxing, live oversight, no external retention and client control." }, { "source_id": "E2", "url": "https://www.nasdaq.com/products/fintech/calypso/intelligence-platform", "source_type": "primary", "checked_at": "2026-09-29T15:58:00Z", "summary": "Nasdaq documents Calypso's governed data foundation across trading, risk and operations, including raw and standardized data, positions, exposures and cashflows, semantic structure, lineage, access controls, audit trails and integration with client or third-party tools." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-09-29T16:14:52.205Z", "revision_sha256": "d79512b04305df6bfade3763c94d653a2c934b4086a8995657a60d1ca5565f21", "notes": "Mike Ye approved the Nasdaq Calypso canonical AI Access event as Knowledge + Professional Workflow access. Strict data-rights qualification does not apply; scores are not applicable. Governed retrieval and planned workflow execution over institution-controlled Calypso data are evidenced; external retention is prohibited, while training, post-training, evaluation, ownership, derived-model, sublicensing and exclusivity remain undisclosed." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-D1026BEB", "legacy_ids": [ "SS-CAP-20260929-538A8637DB46" ], "event_key": "bloomberg|client-controlled enterprise ai agents|2026-09-29|licensed bloomberg financial data metadata and workflow skills|permissioned mcp retrieval", "announcement_date": "2026-09-29", "observed_status": "active", "first_added_date": "2026-09-29", "last_reviewed_date": "2026-09-29", "parties": { "providers": [ "Bloomberg" ], "ai_recipients": [ "Enterprise clients' AI agents and applications" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Licensed Bloomberg Data License Plus financial content across more than 100 million securities and 50,000 fields, with AI-ready metadata, semantic context, entity resolution and workflow Skills for research, portfolio, risk and operations, exposed to client-controlled AI agents through Bloomberg Enterprise MCP.", "asset_types": [ "content_corpus", "structured_dataset", "expert_workflow" ], "industry": null, "subject_type": "unknown", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "unknown" }, "access": { "mechanisms": [ "license", "connector", "platform_integration" ], "modes": [ "retrieval" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "not_disclosed", "personalization": "not_disclosed", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "Entitled client agents can discover, understand and retrieve licensed Bloomberg pricing, reference, fundamentals, economics and alternative data through the Enterprise MCP interface.", "source_ids": [ "E1", "E2" ] }, { "type": "domain_reasoning", "evidence_level": "enabled", "statement": "Agents receive field definitions, calculation context, qualifiers, semantic search and entity resolution so financial results can be interpreted against Bloomberg-defined meaning.", "source_ids": [ "E1" ] }, { "type": "workflow_execution", "evidence_level": "intended", "statement": "Bloomberg workflow Skills are designed to support point-in-time universe retrieval, corporate-action adjustment, revision history, outlier review, trade-price deviation review and sanctions assessment.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "not_applicable", "repetition_scope": "not_applicable", "recovery_observed": null, "adaptation_observed": null }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Mike Ye approved the Bloomberg Enterprise MCP canonical AI Access event as Knowledge + Professional Workflow access. Strict data-rights qualification does not apply; scores are not applicable. Entitlement-gated retrieval of licensed Bloomberg financial data and workflow semantics is evidenced, while training, post-training, evaluation, retention, ownership, derived-model, sublicensing and exclusivity remain undisclosed." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "not_disclosed" }, "evidence": [ { "source_id": "E1", "url": "https://www.prnewswire.com/news-releases/bloomberg-launches-enterprise-mcp-to-seamlessly-connect-bloomberg-data-with-clients-enterprise-ai-applications-302891331.html", "source_type": "primary_syndicated", "checked_at": "2026-09-29T15:55:00Z", "summary": "Bloomberg's issuer release announces live Enterprise MCP access for client-controlled AI agents to licensed DL+ financial data, metadata, semantic interfaces and workflow Skills, with entitlement checks, per-call limits and Bloomberg-hosted infrastructure." }, { "source_id": "E2", "url": "https://professional.bloomberg.com/products/data/data-license/", "source_type": "primary", "checked_at": "2026-09-29T15:56:00Z", "summary": "Bloomberg's Data License documentation describes billions of daily data points, more than 100 million financial instruments, tens of thousands of fields, long historical coverage and DL+ delivery through Enterprise MCP under licensed access." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-09-29T16:14:52.134Z", "revision_sha256": "1ca0c0188523d5e93153c0aa1fe94a8668da0779e3c42ba6f3b3279d97e84004", "notes": "Mike Ye approved the Bloomberg Enterprise MCP canonical AI Access event as Knowledge + Professional Workflow access. Strict data-rights qualification does not apply; scores are not applicable. Entitlement-gated retrieval of licensed Bloomberg financial data and workflow semantics is evidenced, while training, post-training, evaluation, retention, ownership, derived-model, sublicensing and exclusivity remain undisclosed." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-EC07805C", "legacy_ids": [ "SS-CAP-20260929-DA9FDCBBA313" ], "event_key": "joint mongodb cognition customers|cognition devin and mongodb amp|2026-09-29|legacy application code business logic data access layers and migration tooling|workflow execution", "announcement_date": "2026-09-29", "observed_status": "active", "first_added_date": "2026-09-29", "last_reviewed_date": "2026-09-29", "parties": { "providers": [ "Joint MongoDB and Cognition customers", "MongoDB Application Modernization Platform" ], "ai_recipients": [ "Cognition Devin" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Enterprise customers' legacy application code, queries, stored procedures, business logic, data access layers, schemas and live MongoDB operational context, plus MongoDB AMP migration and validation tooling, made accessible to Devin for governed modernization planning, code transformation, testing and migration orchestration.", "asset_types": [ "content_corpus", "expert_workflow", "software_execution_environment", "domain_actions" ], "industry": null, "subject_type": "industrial_system", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "unknown" }, "access": { "mechanisms": [ "partnership", "connector", "platform_integration" ], "modes": [ "retrieval", "action_execution" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "not_disclosed", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "Devin can inspect customer legacy code and data access layers and connect to MongoDB Atlas context using customer credentials and access controls.", "source_ids": [ "E1", "E2" ] }, { "type": "agent_planning", "evidence_level": "enabled", "statement": "Devin plans modernization work and coordinates code transformation with AMP's deterministic data-migration and validation tooling.", "source_ids": [ "E1" ] }, { "type": "generation", "evidence_level": "provider_reported_demonstration", "statement": "Devin rewrites business logic, queries and data access layers while MongoDB AMP moves and validates records in the target environment.", "source_ids": [ "E1" ] }, { "type": "workflow_execution", "evidence_level": "provider_reported_demonstration", "statement": "The integrated offering orchestrates migration planning, code changes, data movement, validation and testing, with early joint work reportedly reduced from five or six hours to just over one hour.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "not_applicable", "repetition_scope": "not_applicable", "recovery_observed": null, "adaptation_observed": null }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Mike Ye approved the MongoDB × Cognition Devin canonical AI Access event as Knowledge + Professional Workflow access. Strict data-rights qualification does not apply; scores are not applicable. Governed access to customer legacy code, data-access layers and MongoDB operational context for modernization is evidenced, while training, post-training, evaluation, retention, ownership, derived-model, sublicensing and exclusivity remain undisclosed." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://www.prnewswire.com/news-releases/cognition-and-mongodb-partner-to-modernize-enterprise-infrastructure-in-months-not-years-302892846.html", "source_type": "primary_syndicated", "checked_at": "2026-09-29T16:00:00Z", "summary": "MongoDB's issuer release launches Devin for MongoDB Modernizations, connecting Devin to AMP so it can plan and rewrite customer legacy code and data access layers while AMP moves and validates data; engineers retain target-model and cutover control, and early testing reports a substantial time reduction." }, { "source_id": "E2", "url": "https://www.mongodb.com/company/newsroom/press-releases/mongodb-brings-live-operational-data-to-the-agentic-coding-stack", "source_type": "primary", "checked_at": "2026-09-29T16:01:00Z", "summary": "MongoDB's August managed-MCP disclosure documents direct Devin and coding-agent access to live Atlas operational data using existing customer credentials and access controls, including schema inspection, queries and permissioned data-management actions." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-09-29T16:14:52.275Z", "revision_sha256": "47df5e04d7e8b5298d7bfc13f23730e8eb2074e6e06d285a493f08371755799b", "notes": "Mike Ye approved the MongoDB × Cognition Devin canonical AI Access event as Knowledge + Professional Workflow access. Strict data-rights qualification does not apply; scores are not applicable. Governed access to customer legacy code, data-access layers and MongoDB operational context for modernization is evidenced, while training, post-training, evaluation, retention, ownership, derived-model, sublicensing and exclusivity remain undisclosed." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-8D155030", "legacy_ids": [ "SS-AIDT-2026-0013" ], "event_key": "legacy|ss-aidt-2026-0013", "announcement_date": "2026-09-28", "observed_status": "active_renewed_exclusive_data_agreement", "first_added_date": "2026-09-29", "last_reviewed_date": "2026-09-29", "parties": { "providers": [ "vRad (Virtual Radiologic)" ], "ai_recipients": [ "GuideAI Health" ], "strategic_buyer_or_operator": [ "GuideAI Health" ] }, "asset": { "description": "De-identified imaging data generated across vRad's national network of more than 2,100 U.S. hospitals and healthcare facilities, made exclusively available to GuideAI for development, training and validation of AI models for vascular-disease detection and characterization.", "asset_types": [ "De-identified radiology imaging data", "Routine CT imaging", "Vascular disease imaging corpus" ], "industry": "Healthcare, medical imaging and clinical AI", "subject_type": "organization", "proprietary_status": "proprietary", "asset_disposition": "embedded_continuing", "renewal": "renewable" }, "access": { "mechanisms": [ "license" ], "modes": [ "training" ] }, "rights": { "training": "permitted", "post_training": "unknown", "evaluation": "unknown", "inference_retrieval": "not_disclosed", "action_execution": "unknown", "personalization": "unknown", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "unknown" }, "capabilities": [ { "type": "model_use", "evidence_level": "enabled", "statement": "Training, validating and expanding GuideAI models for detection and characterization of peripheral arterial and other vascular diseases from routine CT imaging.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": null, "human_response_access": null, "human_response_stage": "unknown", "repetition_scope": "unknown", "recovery_observed": null, "adaptation_observed": null }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": true, "qualification_version": "strict-v1.0.0", "rationale": "The issuer release establishes the renewed exclusive rights, de-identified imaging scope, more than 2,100-hospital network, approximately 500-radiologist workflow, and training/validation purpose. Economics, term length, exact corpus size, delivery architecture, retention, derived-model ownership, sublicensing, geographic processing controls and independent model-uplift evidence are not disclosed." }, "economics": { "transaction_structure": "Training Rights License", "disclosed_consideration": { "status": "not_disclosed", "amount": null, "currency": null, "description": "The renewed agreement's financial consideration, minimum commitments and pricing formula are not disclosed." }, "estimated_economics": { "status": "not_estimated", "amount": null, "currency": null, "method": null }, "economics_scope": "No agreement value, per-study pricing, revenue share, equity component or other economic terms are disclosed." }, "scores": { "applicability": "applicable", "methodology_version": "1.0.0", "asset": { "score": 93, "coverage_pct": 100, "rationale": "Strategic Signal analysis. The exclusive national imaging corpus is large, real-world, renewable and directly useful for clinical-model training, though exact longitudinal depth and patient-level outcome linkage are not disclosed.", "factor_ratings": { "uniqueness_scarcity": 4.5, "historical_depth": 4, "decision_outcome_richness": 4, "decision_value_density": 5, "real_world_grounding": 5, "domain_value": 5, "refreshability": 5, "proprietary_advantage": 5, "model_learning_usefulness": 5, "non_replicability": 4.5, "rights_usability": 4 }, "factor_evidence": { "uniqueness_scarcity": { "basis": "analysis", "source_ids": [ "E1" ], "rationale": "The issuer disclosure provides sufficient evidence to rate uniqueness scarcity for the exclusive vRad imaging corpus while preserving undisclosed limits." }, "historical_depth": { "basis": "analysis", "source_ids": [ "E1" ], "rationale": "The issuer disclosure provides sufficient evidence to rate historical depth for the exclusive vRad imaging corpus while preserving undisclosed limits." }, "decision_outcome_richness": { "basis": "analysis", "source_ids": [ "E1" ], "rationale": "The issuer disclosure provides sufficient evidence to rate decision outcome richness for the exclusive vRad imaging corpus while preserving undisclosed limits." }, "decision_value_density": { "basis": "analysis", "source_ids": [ "E1" ], "rationale": "The issuer disclosure provides sufficient evidence to rate decision value density for the exclusive vRad imaging corpus while preserving undisclosed limits." }, "real_world_grounding": { "basis": "disclosed_fact", "source_ids": [ "E1" ], "rationale": "The issuer disclosure provides sufficient evidence to rate real world grounding for the exclusive vRad imaging corpus while preserving undisclosed limits." }, "domain_value": { "basis": "analysis", "source_ids": [ "E1" ], "rationale": "The issuer disclosure provides sufficient evidence to rate domain value for the exclusive vRad imaging corpus while preserving undisclosed limits." }, "refreshability": { "basis": "disclosed_fact", "source_ids": [ "E1" ], "rationale": "The issuer disclosure provides sufficient evidence to rate refreshability for the exclusive vRad imaging corpus while preserving undisclosed limits." }, "proprietary_advantage": { "basis": "disclosed_fact", "source_ids": [ "E1" ], "rationale": "The issuer disclosure provides sufficient evidence to rate proprietary advantage for the exclusive vRad imaging corpus while preserving undisclosed limits." }, "model_learning_usefulness": { "basis": "disclosed_fact", "source_ids": [ "E1" ], "rationale": "The issuer disclosure provides sufficient evidence to rate model learning usefulness for the exclusive vRad imaging corpus while preserving undisclosed limits." }, "non_replicability": { "basis": "analysis", "source_ids": [ "E1" ], "rationale": "The issuer disclosure provides sufficient evidence to rate non replicability for the exclusive vRad imaging corpus while preserving undisclosed limits." }, "rights_usability": { "basis": "analysis", "source_ids": [ "E1" ], "rationale": "The issuer disclosure provides sufficient evidence to rate rights usability for the exclusive vRad imaging corpus while preserving undisclosed limits." } } }, "transaction_signal": { "score": 55, "coverage_pct": 85, "rationale": "Strategic Signal analysis. Exclusive model-development rights are unusually explicit, but economics and market price discovery are absent, materially limiting the transaction signal despite strong AI-use and rights clarity.", "factor_ratings": { "disclosed_economics": 0, "clean_price_discovery": 0, "data_consideration_separability": 4, "explicit_model_use": 5, "rights_clarity": 4.5, "competing_bids": null, "strategic_buyer_quality": 3.5, "precedent_value": 4.5, "independent_model_uplift": null }, "factor_evidence": { "disclosed_economics": { "basis": "disclosed_fact", "source_ids": [ "E1" ], "rationale": "The renewed agreement provides sufficient evidence to rate disclosed economics for this exclusive AI-model development data-rights arrangement." }, "clean_price_discovery": { "basis": "analysis", "source_ids": [ "E1" ], "rationale": "The renewed agreement provides sufficient evidence to rate clean price discovery for this exclusive AI-model development data-rights arrangement." }, "data_consideration_separability": { "basis": "analysis", "source_ids": [ "E1" ], "rationale": "The renewed agreement provides sufficient evidence to rate data consideration separability for this exclusive AI-model development data-rights arrangement." }, "explicit_model_use": { "basis": "disclosed_fact", "source_ids": [ "E1" ], "rationale": "The renewed agreement provides sufficient evidence to rate explicit model use for this exclusive AI-model development data-rights arrangement." }, "rights_clarity": { "basis": "disclosed_fact", "source_ids": [ "E1" ], "rationale": "The renewed agreement provides sufficient evidence to rate rights clarity for this exclusive AI-model development data-rights arrangement." }, "strategic_buyer_quality": { "basis": "analysis", "source_ids": [ "E1" ], "rationale": "The renewed agreement provides sufficient evidence to rate strategic buyer quality for this exclusive AI-model development data-rights arrangement." }, "precedent_value": { "basis": "analysis", "source_ids": [ "E1" ], "rationale": "The renewed agreement provides sufficient evidence to rate precedent value for this exclusive AI-model development data-rights arrangement." } } } }, "governance": { "governed_access": "Access is limited to the renewed vRad data partnership and AI-model development scope; detailed technical access controls are not disclosed.", "geographic_sovereignty": "The disclosed source network consists of U.S. hospitals and healthcare facilities; processing-location restrictions are not disclosed.", "privacy_pii": "The licensed imaging data are disclosed as de-identified, with healthcare privacy and data-protection compliance identified as relevant risks.", "trade_secret": "The dataset is treated as an exclusive commercial data asset; technical confidentiality controls are not disclosed.", "de_identification": "The announcement expressly describes the imaging data as de-identified.", "employee_customer_data": "The asset consists of de-identified patient imaging generated in clinical care rather than employee or ordinary commercial customer data.", "access_structure": "Under the renewed data exclusivity agreement, GuideAI retains exclusive rights to use de-identified imaging generated across vRad's network to develop AI models. The issuer states that the dataset provides the foundation to train and validate GuideAI algorithms; detailed delivery, retention and downstream model-rights mechanics are not disclosed." }, "evidence": [ { "source_id": "E1", "url": "https://www.globenewswire.com/news-release/2026/09/28/3369827/0/en/guideai-health-corp-and-vrad-renew-data-exclusivity-agreement-to-develop-ai-models-for-the-detection-and-characterization-of-multiple-vascular-diseases.html", "source_type": "primary_syndicated", "publisher": "GuideAI Health", "title": "GuideAI Health Corp. and vRad Renew Data Exclusivity Agreement to Develop AI Models" } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "reviewed_at": "2026-09-29T18:02:23.716Z", "decision_id": "conversation-20260929-22F00D6C2ABE", "packet_sha256": "8534eef99edbad6cbffa7a0a9b29177561506eb77207ffc61f8d68ac30f125f4", "record_sha256": "498d385cb70c4250f97bb7a0856be2a422c066b9f4d49cd94f96f875fa453cc3" }, "canonical_path": "/ai-data-transactions/deals/ss-aidt-2026-0013/", "source_series": "legacy_data_rights" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-C62D0871", "legacy_ids": [ "SS-CAP-20260930-B4467D37D033" ], "event_key": "health plan customers|cognizant trizetto workflow agents and customer ai agents|2026-09-28|claims data standard operating procedures member provider context and adjudication workflows|retrieval and claims execution", "announcement_date": "2026-09-28", "observed_status": "active", "first_added_date": "2026-09-30", "last_reviewed_date": "2026-09-30", "parties": { "providers": [ "Health plan customers using TriZetto Facets and QNXT", "Cognizant TriZetto" ], "ai_recipients": [ "Cognizant Workflow Agentic Processing agents", "Authorized health-plan AI agents using TriZetto MCP servers" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Health plans' proprietary claims, eligibility, prior-authorization, payment-integrity, member and provider context, plus each plan's standard operating procedures and adjudication workflows, made available to governed TriZetto agents and customer AI initiatives for retrieval and routine claims execution.", "asset_types": [ "structured_dataset", "expert_workflow", "domain_actions" ], "industry": null, "subject_type": "human", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "unknown" }, "access": { "mechanisms": [ "platform_integration", "connector" ], "modes": [ "retrieval", "action_execution" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "not_disclosed", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "A library of more than 100 MCP tools lets authorized health-plan agents access and summarize Facets and QNXT data context.", "source_ids": [ "E1" ] }, { "type": "agent_planning", "evidence_level": "enabled", "statement": "Workflow Agentic Processing follows each health plan's operating procedures and routes denials, exceptions and complex cases to human reviewers.", "source_ids": [ "E1" ] }, { "type": "workflow_execution", "evidence_level": "enabled", "statement": "Agents can automatically clear eligible routine pended claims while maintaining visibility, auditability and human oversight.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "unknown", "repetition_scope": "not_applicable", "recovery_observed": null, "adaptation_observed": null }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Mike Ye approved the Cognizant TriZetto canonical AI Access event as Knowledge + Professional Workflow access. 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Strict data-rights qualification does not apply; scores are not applicable. Governed agents access claims, member and provider context and plan procedures for claims workflows; claims volume does not establish Human Response H2/H3 linkage." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-FF640A29", "legacy_ids": [ "SS-CAP-20260928-3EF37DE8EAC2" ], "event_key": "dv01|claude chatgpt client agents|2026-09-28|loan-level structured-finance data and analytics|retrieval and workflow execution", "announcement_date": "2026-09-28", "observed_status": "active", "first_added_date": "2026-09-28", "last_reviewed_date": "2026-09-28", "parties": { "providers": [ "dv01" ], "ai_recipients": [ "Claude", "ChatGPT", "Client-built AI applications and internal agents", "dv01 AI Assistants" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Licensed dv01 loan-level structured-finance data, semantic definitions, documented calculations, analytical tools and professional credit workflows—including borrower and loan attributes, payment history, delinquency, loss, prepayment and cashflow modeling—made available to Claude, ChatGPT, client-built agents and dv01 AI Assistants through permissioned MCP and in-platform access.", "asset_types": [ "structured_dataset", "expert_workflow", "execution_traces", "domain_actions", "longitudinal_response_history" ], "industry": null, "subject_type": "human", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "renewable" }, "access": { "mechanisms": [ "license", "connector", "platform_integration" ], "modes": [ "retrieval", "action_execution", "ongoing_feed" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "not_disclosed", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "Authenticated Claude, ChatGPT and internal agents can query the licensed deals, portfolios and loan-level data available to a dv01 customer, with structured results and provenance.", "source_ids": [ "E1", "E2", "E3" ] }, { "type": "domain_reasoning", "evidence_level": "enabled", "statement": "MCP-connected agents can analyze collateral performance and borrower- and loan-level attributes using dv01's semantic layer, standardized definitions and documented calculations.", "source_ids": [ "E1", "E2", "E3" ] }, { "type": "workflow_execution", "evidence_level": "enabled", "statement": "Agents can run cashflow projections and stress tests, structure deals, configure facilities and prepare source-linked reports subject to permissioned access and human review.", "source_ids": [ "E1", "E2", "E3" ] }, { "type": "response_prediction", "evidence_level": "enabled", "statement": "Agents can model prepayment, default, pricing and rate assumptions against longitudinal loan performance and analyze resulting effects across collateral, bonds and tranches.", "source_ids": [ "E2", "E3" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": true, "human_response_stage": "H2", "repetition_scope": "mixed", "recovery_observed": null, "adaptation_observed": null }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Mike Ye approved the dv01 canonical AI Access event as Knowledge + Professional Workflow + Human Response H2 access for the explicitly accessible consumer-loan subset. 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Permissioned retrieval and workflow execution against licensed loan-level data are evidenced, while training, post-training, evaluation, retention, ownership, derived-model, sublicensing, exclusivity, recovery, adaptation, and an H3 outcome-informed next-decision loop remain undisclosed or not established." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://www.dv01.co/resources/blog/dv01-unveils-agentic-infrastructure-to-move-structured-finance-beyond-ai-experimentation/", "source_type": "primary", "checked_at": "2026-09-28T15:16:00Z", "summary": "dv01 announces live MCP access for Claude, ChatGPT and client-built agents plus built-in AI Assistants, enabling collateral analysis, cashflow projections, facility configuration, deal structuring and reporting against loan-level data and dv01 analytical capabilities." }, { "source_id": "E2", "url": "https://www.dv01.co/artificial-intelligence/mcp/", "source_type": "primary", "checked_at": "2026-09-28T15:20:00Z", "summary": "dv01 documents authenticated, permissioned MCP access to licensed deals, portfolios and loan-level data; agents can use borrower and loan attributes, payment history, performance across time, delinquency, loss and prepayment measures, and scenario-based cashflow analytics with source traceability and human review." }, { "source_id": "E3", "url": "https://www.dv01.co/artificial-intelligence/overview/", "source_type": "primary", "checked_at": "2026-09-28T15:20:00Z", "summary": "dv01 describes the broader governed agent infrastructure: standardized loan-level data, semantic definitions, workflow logic, permissioned access, source traceability, editable outputs and human approval for collateral, cashflow, deal and facility workflows." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-09-28T16:47:16.918Z", "revision_sha256": "dfbf76c4bdbe915db0c7a198aebe2b96a1190ad3e5c374e2d5c9f133fccc6c79", "notes": "Mike Ye approved the dv01 canonical AI Access event as Knowledge + Professional Workflow + Human Response H2 access for the explicitly accessible consumer-loan subset. Strict data-rights qualification does not apply; scores are not applicable. Permissioned retrieval and workflow execution against licensed loan-level data are evidenced, while training, post-training, evaluation, retention, ownership, derived-model, sublicensing, exclusivity, recovery, adaptation, and an H3 outcome-informed next-decision loop remain undisclosed or not established." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-D6DBEA99", "legacy_ids": [ "SS-CAP-20260927-1111040F4978" ], "event_key": "bnp paribas|google cloud gemini|2026-09-24|bank data and cib workflows|retrieval and workflow execution", "announcement_date": "2026-09-24", "observed_status": "announced", "first_added_date": "2026-09-27", "last_reviewed_date": "2026-09-27", "parties": { "providers": [ "BNP Paribas" ], "ai_recipients": [ "Google Cloud Gemini models and BNP Paribas-deployed Gemini agents" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "BNP Paribas information-system resources, internal banking knowledge and governed professional workflows—including corporate-credit-memo preparation and planned applications across sales, trading, research and structuring—made conditionally accessible to Gemini models and purpose-built agents within the bank's security and data-governance framework.", "asset_types": [ "content_corpus", "structured_dataset", "expert_workflow", "domain_actions" ], "industry": null, "subject_type": "unknown", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "unknown" }, "access": { "mechanisms": [ "partnership", "platform_integration" ], "modes": [ "retrieval", "action_execution" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "not_disclosed", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "intended", "statement": "Gemini models integrated into LLM@CIB and purpose-built agents can access only the BNP Paribas resources assigned to their banking use cases, including information used to prepare corporate credit memos.", "source_ids": [ "E1", "E2" ] }, { "type": "workflow_execution", "evidence_level": "intended", "statement": "Authenticated Gemini agents are planned for corporate-credit-memo preparation and additional sales, trading, research and structuring workflows, with resource access and agent interactions monitored and controlled by BNP Paribas.", "source_ids": [ "E1", "E2" ] }, { "type": "domain_reasoning", "evidence_level": "intended", "statement": "The five-year arrangement is intended to support controlled banking-domain reasoning inside BNP Paribas's internal assistant and purpose-built CIB agents.", "source_ids": [ "E1", "E2" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "not_applicable", "repetition_scope": "not_applicable", "recovery_observed": null, "adaptation_observed": null }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Mike Ye approved the BNP Paribas × Google Cloud Gemini canonical AI Access event as Knowledge + Professional Workflow access. Strict data-rights qualification does not apply; scores are not applicable. Authenticated, resource-scoped retrieval and governed workflow execution are evidenced, while training, post-training, evaluation, retention, ownership, derived-model, reuse, sublicensing, and exclusivity remain undisclosed." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://group.bnpparibas/en/press-release/bnp-paribas-and-google-cloud-announce-new-partnership-on-agentic-ai-and-cloud-innovation", "source_type": "primary", "checked_at": "2026-09-27T15:08:00Z", "summary": "BNP Paribas and Google Cloud disclose a five-year partnership to integrate Gemini into LLM@CIB and deploy authenticated, resource-scoped agents for credit-memo preparation and planned sales, trading, research and structuring workflows; agent access and interactions will be monitored and controlled, and some data categories will remain off public cloud." }, { "source_id": "E2", "url": "https://www.reuters.com/technology/bnp-paribas-keep-sensitive-data-off-public-cloud-despite-google-deal-2026-09-24/", "source_type": "secondary", "checked_at": "2026-09-27T15:09:00Z", "summary": "Reuters independently reports that the five-year agreement covers Gemini agents for internal credit-memo, sales, trading, research and structuring work, while BNP Paribas will keep some sensitive customer data and critical operations off public cloud infrastructure." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-09-27T17:05:43.972Z", "revision_sha256": "72c6504f04e35f640451a6bf29aaf518909429bb9941c65572361d9ba0126a44", "notes": "Mike Ye approved the BNP Paribas × Google Cloud Gemini canonical AI Access event as Knowledge + Professional Workflow access. Strict data-rights qualification does not apply; scores are not applicable. Authenticated, resource-scoped retrieval and governed workflow execution are evidenced, while training, post-training, evaluation, retention, ownership, derived-model, reuse, sublicensing, and exclusivity remain undisclosed." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-578D243B", "legacy_ids": [ "SS-CAP-20260925-CB08C9F12F21" ], "event_key": "paypal|meta muse|2026-09-23|paypal merchant network checkout|execution", "announcement_date": "2026-09-23", "observed_status": "announced", "first_added_date": "2026-09-25", "last_reviewed_date": "2026-09-25", "parties": { "providers": [ "PayPal" ], "ai_recipients": [ "Meta Muse" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "PayPal's worldwide merchant network and checkout rails, made available to Meta Muse so authorized PayPal customers can shop and complete checkout across participating PayPal merchants from the personal AI agent.", "asset_types": [ "structured_dataset", "domain_actions" ], "industry": null, "subject_type": "human", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "unknown" }, "access": { "mechanisms": [ "partnership", "platform_integration" ], "modes": [ "retrieval", "action_execution" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "not_disclosed", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "intended", "statement": "Muse is intended to access the merchant and checkout context required to shop across PayPal's worldwide merchant network.", "source_ids": [ "E1", "E3" ] }, { "type": "workflow_execution", "evidence_level": "intended", "statement": "PayPal customers will be able to complete checkout through Muse across PayPal merchants worldwide, subject to user approval.", "source_ids": [ "E1", "E2", "E3" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": false, "human_response_access": false, "human_response_stage": "unknown", "repetition_scope": "not_applicable", "recovery_observed": null, "adaptation_observed": null }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Mike Ye approved the PayPal × Meta Muse canonical AI Access event as Knowledge Access with conditional merchant and transaction-state retrieval and conditional checkout execution. Strict data-rights qualification does not apply; scores are not applicable. Exact field access, training, post-training, evaluation, personalization, retention, ownership, derived-model, sublicensing, and broader reuse rights remain undisclosed." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://www.linkedin.com/posts/paypal_were-excited-to-partner-with-meta-to-enable-activity-7508181692109565952-OEuG", "source_type": "primary", "checked_at": "2026-09-25T15:22:00Z", "summary": "PayPal says it is partnering with Meta so PayPal customers can shop and check out using Muse across PayPal merchants worldwide." }, { "source_id": "E2", "url": "https://about.fb.com/news/2026/09/introducing-muse-personal-ai-agent/", "source_type": "primary", "checked_at": "2026-09-25T15:22:00Z", "summary": "Meta says Muse can make purchases, uses secure storage for credentials and payment methods, requests approval before purchases, and lets users choose and revoke connected-app access." }, { "source_id": "E3", "url": "https://www.barrons.com/articles/paypal-meta-muse-ai-agent-stock-34ed47ca", "source_type": "secondary", "checked_at": "2026-09-25T15:22:00Z", "summary": "Barron's independently reports that PayPal will integrate Muse for shopping and checkout across PayPal merchants, corroborating the parties, arrangement, and intended transaction-execution function." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-09-25T15:45:13.576Z", "revision_sha256": "862b0d815998c2c86e5f94027e6b2af6b119ce9b55b42d12b042d49da298497d", "notes": "Mike Ye approved the PayPal × Meta Muse canonical AI Access event as Knowledge Access with conditional merchant and transaction-state retrieval and conditional checkout execution. Strict data-rights qualification does not apply; scores are not applicable. Exact field access, training, post-training, evaluation, personalization, retention, ownership, derived-model, sublicensing, and broader reuse rights remain undisclosed." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-8854E68E", "legacy_ids": [ "SS-CAP-20260924-7D32DF2DC412" ], "event_key": "government-of-ukraine|openai-daybreak|2026-09-23|civilian-infrastructure-software-cyber-defense|retrieval-evaluation-execution", "announcement_date": "2026-09-23", "observed_status": "announced", "first_added_date": "2026-09-24", "last_reviewed_date": "2026-09-24", "parties": { "providers": [ "Government of Ukraine", "Authorized Ukrainian civilian-infrastructure defenders" ], "ai_recipients": [ "OpenAI Daybreak cyber-defense models and tools" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Authorized Ukrainian civilian-infrastructure security context, including legacy software, suspicious activity, vulnerability candidates, fixes, and connected cyber-defense workflows across hospitals, energy, telecommunications, and other essential services, made available to OpenAI Daybreak for review, investigation, validation, and fix testing.", "asset_types": [ "content_corpus", "software_execution_environment", "expert_workflow", "domain_actions" ], "industry": null, "subject_type": "industrial_system", "proprietary_status": "unknown", "asset_disposition": "not_applicable", "renewal": "unknown" }, "access": { "mechanisms": [ "partnership", "platform_integration" ], "modes": [ "retrieval", "action_execution" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "conditional", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "not_disclosed", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "intended", "statement": "Daybreak tools will inspect authorized software and suspicious activity associated with Ukrainian civilian infrastructure.", "source_ids": [ "E1" ] }, { "type": "domain_reasoning", "evidence_level": "intended", "statement": "OpenAI cyber models will identify and validate software vulnerabilities and investigate suspicious activity for Ukrainian defenders.", "source_ids": [ "E1", "E2" ] }, { "type": "generation", "evidence_level": "intended", "statement": "Daybreak will help Ukrainian teams develop fixes for vulnerabilities found in authorized software and systems.", "source_ids": [ "E1" ] }, { "type": "workflow_execution", "evidence_level": "intended", "statement": "The program will support testing fixes and moving findings through an authorized discover-validate-remediate cyber-defense workflow.", "source_ids": [ "E1", "E2" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "not_applicable", "repetition_scope": "not_applicable", "recovery_observed": null, "adaptation_observed": null }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Mike Ye approved the OpenAI Daybreak × Ukraine canonical AI Access event as Knowledge + Professional Workflow access. Strict data-rights qualification does not apply; scores are not applicable. Authorized retrieval, evaluation, vulnerability validation, fix generation, and guarded workflow execution are evidenced, while training, retention, ownership, derived-model, sublicensing, and broader reuse rights remain undisclosed." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://openai.com/index/openai-extends-cyber-access-to-ukraine-for-civilian-defense/", "source_type": "primary", "checked_at": "2026-09-24T15:19:00Z", "summary": "OpenAI says it will provide Ukrainian government teams with Daybreak access for civilian-infrastructure defense, including reviewing older software, investigating suspicious activity, identifying and validating vulnerabilities, and developing and testing fixes. It names hospitals, energy, and telecommunications as affected sectors and describes prior European public-sector vulnerability work." }, { "source_id": "E2", "url": "https://openai.com/daybreak/", "source_type": "primary", "checked_at": "2026-09-24T15:19:00Z", "summary": "OpenAI describes Daybreak as a governed cyber-defense stack combining frontier models, Codex tooling, trusted workflows, and partners in an inventory-discover-validate-assign-remediate-prove loop, with trusted access and action kept under human control." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-09-24T15:18:43.491Z", "revision_sha256": "acf7319511c6803342abb339ca1fed5ca13932247f68eb3193810aa54f719067", "notes": "Mike Ye approved the OpenAI Daybreak × Ukraine canonical AI Access event as Knowledge + Professional Workflow access. Strict data-rights qualification does not apply; scores are not applicable. Authorized retrieval, evaluation, vulnerability validation, fix generation, and guarded workflow execution are evidenced, while training, retention, ownership, derived-model, sublicensing, and broader reuse rights remain undisclosed." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-89D9B184", "legacy_ids": [ "SS-CAP-20260924-027B74AE5F30" ], "event_key": "amazon-selling-partner|anthropic-claude-amazon-quick|2026-09-23|seller-data-seller-assistant-workflows|retrieval-execution-personalization", "announcement_date": "2026-09-23", "observed_status": "active", "first_added_date": "2026-09-24", "last_reviewed_date": "2026-09-24", "parties": { "providers": [ "Amazon Selling Partner Services", "Authorizing Amazon sellers" ], "ai_recipients": [ "Amazon Quick", "Anthropic Claude" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Seller-authorized Amazon business data and Seller Assistant capabilities: listing contributions, real-time performance metrics, inventory levels, sales analytics, pricing patterns, inventory cycles, growth goals, recommendations, and governed actions on listings, prices, restocking, advertising, account health, and other Seller Central workflows.", "asset_types": [ "structured_dataset", "expert_workflow", "execution_traces", "domain_actions" ], "industry": null, "subject_type": "unknown", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "renewable" }, "access": { "mechanisms": [ "partnership", "platform_integration" ], "modes": [ "ongoing_feed", "retrieval", "action_execution" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "permitted", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "Quick and Claude can retrieve an authorizing seller's listings, performance metrics, inventory levels, sales analytics, and Seller Assistant insights.", "source_ids": [ "E1", "E2" ] }, { "type": "domain_reasoning", "evidence_level": "enabled", "statement": "Connected agents can reason across pricing, inventory, advertising, listings, account health, supplier, accounting, and other business context.", "source_ids": [ "E1", "E2" ] }, { "type": "agent_planning", "evidence_level": "enabled", "statement": "Agents can monitor seller-defined conditions and prepare recommendations or response plans within seller guardrails.", "source_ids": [ "E1" ] }, { "type": "workflow_execution", "evidence_level": "enabled", "statement": "The plugin lets connected agents adjust prices, update listings, refresh listings, and carry out other Seller Assistant actions after human approval.", "source_ids": [ "E1", "E2" ] }, { "type": "personalization", "evidence_level": "enabled", "statement": "Persistent Seller Assistant memory uses each seller's pricing patterns, inventory cycles, preferences, and growth goals to sharpen recommendations across tools over time.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "not_applicable", "repetition_scope": "not_applicable", "recovery_observed": null, "adaptation_observed": null }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Mike Ye approved the Amazon Selling Partner Plugin × Amazon Quick / Anthropic Claude canonical AI Access event as Knowledge + Professional Workflow access. Strict data-rights qualification does not apply; scores are not applicable. Seller-authorized retrieval, personalization, planning, and guarded execution are evidenced, while training, retention, ownership, derived-model, sublicensing, and broader reuse rights remain undisclosed." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://www.aboutamazon.com/news/innovation-at-amazon/seller-assistant-plugin-amazon-quick-claude", "source_type": "primary", "checked_at": "2026-09-24T15:18:00Z", "summary": "Amazon says its new Selling Partner plugin is live in Quick and beta in Claude for U.S. sellers. Authorized agents can use listings, real-time performance metrics, inventory, sales analytics, and Seller Assistant's persistent memory and can perform seller-approved actions under access boundaries and audit trails. Amazon says seller data remains inside Amazon infrastructure." }, { "source_id": "E2", "url": "https://www.geekwire.com/2026/amazon-opens-its-seller-tools-to-outside-ai-agents-starting-with-anthropics-claude/", "source_type": "secondary", "checked_at": "2026-09-24T15:18:00Z", "summary": "GeekWire independently reports that the plugin pulls seller listings, inventory, sales analytics, and performance metrics into Claude or Quick, lets agents act on Seller Central accounts, gives sellers field-level access choices, and requires approval before actions." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-09-24T15:18:43.449Z", "revision_sha256": "198b9d12b09725d797e2d9decaab7f60fd6b2c5f880b4e225ef71bb7b871dfd9", "notes": "Mike Ye approved the Amazon Selling Partner Plugin × Amazon Quick / Anthropic Claude canonical AI Access event as Knowledge + Professional Workflow access. Strict data-rights qualification does not apply; scores are not applicable. Seller-authorized retrieval, personalization, planning, and guarded execution are evidenced, while training, retention, ownership, derived-model, sublicensing, and broader reuse rights remain undisclosed." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-13D52D17", "legacy_ids": [ "SS-CAP-20260923-EDB908A502BC" ], "event_key": "instacart|meta muse|2026-09-22|grocery catalog inventory orders personalization|connector inference execution", "announcement_date": "2026-09-22", "observed_status": "announced", "first_added_date": "2026-09-23", "last_reviewed_date": "2026-09-23", "parties": { "providers": [ "Instacart" ], "ai_recipients": [ "Meta Muse" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Instacart's grocery infrastructure, including a catalog of more than 2 billion product instances, roughly 10 million daily inventory signals across nearly 100,000 stores, active promotions, item availability, and preference-grounded shopping context, made available through a connector so Meta Muse can turn open-ended grocery requests into ready-to-buy carts.", "asset_types": [ "structured_dataset", "domain_actions" ], "industry": null, "subject_type": "human", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "renewable" }, "access": { "mechanisms": [ "partnership", "platform_integration" ], "modes": [ "ongoing_feed", "retrieval", "action_execution" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "permitted", "action_execution": "conditional", "personalization": "permitted", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "intended", "statement": "Muse will use Instacart's live catalog, inventory, promotions, item availability, and shopping context to ground grocery results.", "source_ids": [ "E1" ] }, { "type": "domain_reasoning", "evidence_level": "intended", "statement": "The connector is intended to translate open-ended meal and grocery requests into products that are actually available at the user's chosen store.", "source_ids": [ "E1" ] }, { "type": "generation", "evidence_level": "intended", "statement": "Muse is intended to present personalized, ready-to-buy grocery carts assembled through Instacart's infrastructure.", "source_ids": [ "E1" ] }, { "type": "workflow_execution", "evidence_level": "intended", "statement": "The announced integration will give Muse users a path to create an Instacart account and place an order from the AI experience.", "source_ids": [ "E1" ] }, { "type": "personalization", "evidence_level": "intended", "statement": "Results and carts are intended to reflect Instacart preferences, active promotions, and local item availability.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": false, "human_response_access": false, "human_response_stage": "unknown", "repetition_scope": "not_applicable", "recovery_observed": null, "adaptation_observed": null }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Mike Ye approved the Instacart × Meta Muse classification as Knowledge access with intended personalization and shopping execution. Retrieval and conditional action execution are evidenced; training, post-training, retention, ownership, derived-model, sublicensing, and broader reuse rights remain undisclosed." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "permitted", "action_execution_control": "conditional" }, "evidence": [ { "source_id": "E1", "url": "https://company.instacart.com/updates/instacart-to-bring-personalized-grocery-shopping-to-muse-from-meta", "source_type": "primary", "checked_at": "2026-09-23T15:03:00Z", "summary": "Instacart CTO Anirban Kundu announced that Meta Muse will join Instacart's external connector program. The connector will use Instacart's grocery infrastructure—more than 2 billion product instances, about 10 million daily inventory signals across nearly 100,000 stores, promotions, item availability, and preference context—to translate open-ended requests into personalized, ready-to-buy carts and provide a path to account creation and ordering." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-09-23T15:19:47.450Z", "revision_sha256": "40a0ffe33d0eb91c4ae12f6a06766ae4c7728f6a78feefda9bf32788093f4a13", "notes": "Mike Ye approved the Instacart × Meta Muse classification as Knowledge access with intended personalization and shopping execution. Retrieval and conditional action execution are evidenced; training, post-training, retention, ownership, derived-model, sublicensing, and broader reuse rights remain undisclosed." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-A2A660FA", "legacy_ids": [ "SS-CAP-20261031-0542E9FE5A8F" ], "event_key": "databricks and authorizing customers|customer selected ai agents|2026-09-22|structured and unstructured business data ontologies documents and tools|unity gateway governed retrieval and analytical workflows", "announcement_date": "2026-09-22", "observed_status": "active", "first_added_date": "2026-10-31", "last_reviewed_date": "2026-10-31", "parties": { "providers": [ "Databricks", "Authorizing Databricks customers" ], "ai_recipients": [ "Customer-selected AI agents" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Customer structured and unstructured business data, Genie Ontology definitions, documents, queries, visualizations, citations and configured Genie tools.", "asset_types": [ "structured_dataset", "content_corpus", "expert_workflow" ], "industry": null, "subject_type": "unknown", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "renewable" }, "access": { "mechanisms": [ "connector", "platform_integration" ], "modes": [ "retrieval", "ongoing_feed" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "not_disclosed", "personalization": "not_disclosed", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "External agents retrieve governed structured and unstructured data, answers, citations and visualizations through the Genie One MCP server.", "source_ids": [ "E1" ] }, { "type": "domain_reasoning", "evidence_level": "enabled", "statement": "Genie routes questions through customer business definitions and specialized Genie agents to produce context-grounded analysis.", "source_ids": [ "E1" ] }, { "type": "workflow_execution", "evidence_level": "enabled", "statement": "Analytical and coding agents use Genie context and tools inside customer workflows through a managed Unity Gateway MCP service.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "not_applicable", "repetition_scope": "not_applicable", "recovery_observed": false, "adaptation_observed": false }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Autonomous publication under the active October 8 delegation: Databricks Genie One MCP gives customer-selected AI agents governed access to structured and unstructured business data, Genie Ontology context, documents, queries, visualizations, citations and configured tools through Unity Gateway. Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "economics": { "transaction_structure": null, "disclosed_consideration": null, "estimated_economics": null, "economics_scope": null }, "scores": { "applicability": "not_applicable", "methodology_version": null, "asset": null, "transaction_signal": null }, "governance": { "governed_access": true, "inference_retrieval_control": "conditional", "action_execution_control": "not_disclosed" }, "evidence": [ { "source_id": "E1", "url": "https://www.databricks.com/blog/genie-one-mcp-now-generally-available", "source_type": "primary", "checked_at": "2026-10-31T15:45:00.000Z", "summary": "Databricks made Genie One MCP generally available for governed retrieval of customer structured and unstructured data, ontology-grounded context, documents, tools, visualizations and citations from external agents." } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "recorded_at": "2026-10-31T16:08:51.936Z", "revision_sha256": "8f62806779c6a7753993fc7b71a816714b73c14bc9829a40b18933e32c050026", "notes": "Autonomous publication under the active October 8 delegation: Databricks Genie One MCP gives customer-selected AI agents governed access to structured and unstructured business data, Genie Ontology context, documents, queries, visualizations, citations and configured tools through Unity Gateway. Knowledge and Professional Workflow apply; Human Response is not applicable; strict data-rights qualification is false and scores are not applicable." }, "canonical_path": null, "source_series": "legacy_capability_access" }, { "ontology_version": "2.0.0", "canonical_record_id": "SS-AI-2026-C4BE236C", "legacy_ids": [ "SS-CAP-20260922-2BCDD20B8D7C" ], "event_key": "enterprise-customers-unit42|claude-mythos-gpt-5.6-cyber|2026-09-22|live-security-estates-and-source-code|continuous-offensive-testing", "announcement_date": "2026-09-22", "observed_status": "active", "first_added_date": "2026-09-22", "last_reviewed_date": "2026-09-22", "parties": { "providers": [ "Palo Alto Networks Unit 42", "Subscribing enterprise customers" ], "ai_recipients": [ "Anthropic Claude Mythos 5", "OpenAI GPT-5.6-Cyber", "Open-weight cyber models selected through the Unit 42 harness" ], "strategic_buyer_or_operator": [] }, "asset": { "description": "Customer-authorized enterprise security estates—including first- and third-party web applications, APIs, cloud infrastructure, source-code repositories and network assets—combined with Unit 42 threat intelligence and offensive-security expertise for continuous AI-assisted discovery, exploit validation, attack-path mapping, remediation guidance and re-testing.", "asset_types": [ "content_corpus", "structured_dataset", "expert_workflow", "execution_traces", "software_execution_environment", "domain_actions" ], "industry": null, "subject_type": "industrial_system", "proprietary_status": "proprietary", "asset_disposition": "not_applicable", "renewal": "renewable" }, "access": { "mechanisms": [ "partnership", "platform_integration" ], "modes": [ "ongoing_feed", "retrieval", "action_execution" ] }, "rights": { "training": "not_disclosed", "post_training": "not_disclosed", "evaluation": "not_disclosed", "inference_retrieval": "conditional", "action_execution": "conditional", "personalization": "not_disclosed", "retention": "not_disclosed", "ownership_transfer": "not_disclosed", "derived_model": "not_disclosed", "sublicensing": "not_disclosed", "exclusivity": "not_disclosed" }, "capabilities": [ { "type": "retrieval", "evidence_level": "enabled", "statement": "The multi-model harness can inspect the subscribed customer's authorized web applications, APIs, cloud infrastructure, source-code repositories and network assets.", "source_ids": [ "E1", "E2" ] }, { "type": "domain_reasoning", "evidence_level": "enabled", "statement": "Cyber-specialized models identify vulnerabilities, validate exploitability and map end-to-end attack paths using customer-estate context and Unit 42 threat intelligence.", "source_ids": [ "E1", "E2" ] }, { "type": "generation", "evidence_level": "enabled", "statement": "The service generates prioritized remediation guidance, including code-level fixes and virtual-patching options, for identified security gaps.", "source_ids": [ "E1", "E2" ] }, { "type": "workflow_execution", "evidence_level": "enabled", "statement": "Within an agreed testing scope, the service executes adversary simulations to validate real-world exploitability and automatically re-tests as customer environments change.", "source_ids": [ "E1" ] }, { "type": "agent_planning", "evidence_level": "enabled", "statement": "The harness routes security tasks to specialized models and chains findings into end-to-end attack paths and ordered remediation priorities.", "source_ids": [ "E1" ] } ], "flows": { "knowledge_access": true, "professional_workflow_access": true, "human_response_access": false, "human_response_stage": "not_applicable", "repetition_scope": "not_applicable", "recovery_observed": null, "adaptation_observed": null }, "qualification": { "capability_access_qualified": true, "data_rights_qualified": false, "qualification_version": "1.0.0", "rationale": "Mike Ye approved the Palo Alto Networks Unit 42 Continuous Frontier AI Defense classification as Knowledge + Professional Workflow access. 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The agreement has unusually explicit model-use rights and separately disclosed multi-year license economics, strengthened by a filed 2026 amendment; no competitive process or independent uplift study is disclosed.", "factor_ratings": { "disclosed_economics": 5, "clean_price_discovery": 4, "data_consideration_separability": 5, "explicit_model_use": 5, "rights_clarity": 5, "competing_bids": null, "strategic_buyer_quality": 4.5, "precedent_value": 5, "independent_model_uplift": null }, "factor_evidence": { "disclosed_economics": { "basis": "disclosed_fact", "source_ids": [ "E1", "E2", "E3" ], "rationale": "The filed agreement and amendment provide sufficient evidence to rate disclosed economics for this separately priced AI data-rights arrangement." }, "clean_price_discovery": { "basis": "analysis", "source_ids": [ "E1", "E2", "E3" ], "rationale": "The filed agreement and amendment provide sufficient evidence to rate clean price discovery for this separately priced AI data-rights arrangement." }, "data_consideration_separability": { "basis": "analysis", "source_ids": [ "E1", "E2", "E3" ], "rationale": "The filed agreement and amendment provide sufficient evidence to rate data consideration separability for this separately priced AI data-rights arrangement." }, "explicit_model_use": { "basis": "disclosed_fact", "source_ids": [ "E1", "E2", "E3" ], "rationale": "The filed agreement and amendment provide sufficient evidence to rate explicit model use for this separately priced AI data-rights arrangement." }, "rights_clarity": { "basis": "disclosed_fact", "source_ids": [ "E1", "E2", "E3" ], "rationale": "The filed agreement and amendment provide sufficient evidence to rate rights clarity for this separately priced AI data-rights arrangement." }, "strategic_buyer_quality": { "basis": "analysis", "source_ids": [ "E1", "E2", "E3" ], "rationale": "The filed agreement and amendment provide sufficient evidence to rate strategic buyer quality for this separately priced AI data-rights arrangement." }, "precedent_value": { "basis": "analysis", "source_ids": [ "E1", "E2", "E3" ], "rationale": "The filed agreement and amendment provide sufficient evidence to rate precedent value for this separately priced AI data-rights arrangement." } } } }, "governance": { "governed_access": "Use is restricted to therapeutic product development within a secure Recursion environment and subject to download, aggregate unique-record and retention controls.", "geographic_sovereignty": "not_disclosed", "privacy_pii": "The licensed corpus is disclosed as de-identified clinical and molecular data and governed by healthcare-data restrictions.", "trade_secret": "Tempus retains ownership of its proprietary database and related materials; permitted uses do not authorize unrestricted reproduction or transfer.", "de_identification": "Licensed records are de-identified; the agreement references HIPAA-aligned de-identification treatment for relevant data.", "employee_customer_data": "The asset contains patient-centric clinical and molecular oncology records rather than ordinary employee or customer-operational data.", "access_structure": "Recursion receives limited licensed access to Tempus's proprietary de-identified clinical and molecular data for therapeutic product development, including model training, improvement, modification and derivative works. Downloaded records are subject to per-time and aggregate unique-record caps and historically a 180-day retention limit. The September 2026 amendment extends the term to six years, removes convenience termination and lowers the remaining unique-record cap." }, "evidence": [ { "source_id": "E1", "url": "https://www.sec.gov/Archives/edgar/data/1601830/000160183026000112/rxrx-20260915.htm", "source_type": "primary", "publisher": "Recursion Pharmaceuticals / SEC", "title": "September 15, 2026 Form 8-K — Tempus Master Agreement Amendment" }, { "source_id": "E2", "url": "https://www.sec.gov/Archives/edgar/data/1601830/000160183023000068/rxrx-20231109.htm", "source_type": "primary", "publisher": "Recursion Pharmaceuticals / SEC", "title": "November 9, 2023 Form 8-K — Tempus Master Agreement" }, { "source_id": "E3", "url": "https://www.sec.gov/Archives/edgar/data/1601830/000160183023000069/exhibit104-masteragreement.htm", "source_type": "primary", "publisher": "Recursion Pharmaceuticals / SEC", "title": "Tempus Master Agreement Exhibit" }, { "source_id": "E4", "url": "https://www.sec.gov/Archives/edgar/data/1601830/000160183023000068/exhibit992-q0323.htm", "source_type": "primary", "publisher": "Recursion Pharmaceuticals", "title": "Recursion Announces Data Collaboration Deal with Tempus" } ], "publication_review": { "status": "human_reviewed", "approval_channel": "owner_conversation", "reviewer": "Mike Ye", "reviewed_at": "2026-09-29T18:02:23.696Z", "decision_id": "conversation-20260929-1C674D15A8B4", "packet_sha256": "23a5d5b381767ab928eeb336bd5bad568134f4a95c5968247b856aa36360be0e", "record_sha256": "c4b83271b0cdc8d5f6cbf96f6f12176eaaba7ff0ca039c4dd314f7dd504b3461" }, "canonical_path": "/ai-data-transactions/deals/ss-aidt-2026-0012/", "source_series": "legacy_data_rights" } ] } }