Definition: Aggregate Root containing related work
Lifecycle: Created → Active → Completed/Terminated
Attributes: ID, desired outcome, owner, members, stages

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case:
  id: case-research-001
  desired_outcome: "Framework evaluation with recommendation"
  owner: principal-investigator
  status: active

1.2 Stage

Definition: Phase with entry/exit sentries
Types: Sequential, parallel, optional
Attributes: ID, entry sentry, exit sentry, tasks

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stage:
  id: stage-analysis
  entry_sentry: "data_collected AND quality_validated"
  exit_sentry: "findings_documented AND peer_reviewed"
  tasks: [analyze_data, document_findings, peer_review]

1.3 Task

Definition: Unit of work
Types: Mandatory, discretionary
Attributes: ID, type, assignee, status

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task:
  id: task-literature-search
  type: mandatory
  assignee: literature-summarizer-g3
  status: active

1.4 Sentry

Definition: Event-driven activation condition
Types: Entry, exit
Evaluation: Boolean expression

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sentry:
  type: entry
  condition: "hypothesis_approved AND resources_allocated"
  result: activate_experiment_stage

1.5 Milestone

Definition: Completion marker
Purpose: Track progress, gate decisions
Attributes: ID, condition, achieved

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milestone:
  id: milestone-hypothesis-validated
  condition: "peer_review_passed AND statistical_significance"
  achieved: true

1.6 CaseFile

Definition: Artifact collection
Contents: All case artifacts across pipeline stages
Attributes: ID, artifacts, lineage

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casefile:
  id: cf-research-001
  artifacts:
    cognitive: [notes-001, sketches-002]
    intellectual: [hypothesis-doc, protocol]
    product: [analysis-report]
    capital: [methodology]

2. Artifact Pipeline

2.1 Artifact Types

2.2 Transition Flows

Stage	Type	Examples	Retention
Cognitive	Ephemeral aids	Notes, sketches, whiteboard photos	Temporary
Intellectual	Synthesized knowledge	Specs, SOPs, analyses	Project lifetime
Product	Market/domain value	Software, reports, campaigns	Indefinite
Capital	Enterprise assets	Methodologies, templates, IP	Permanent

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Synthesis: Cognitive → Intellectual
Refinement: Intellectual → Product
Capitalization: Product → Capital

2.3 TransitionToken Structure

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transition_token:
  id: tt-synthesis-001
  from_stage: cognitive
  to_stage: intellectual
  artifact_id: art-hypothesis-doc
  timestamp: "2026-01-04T21:00:00Z"
  actor: pm-agent-001
  logged_to_ifl: true

3. PM-Agent Configuration

3.1 Assignment Rules

3.2 Sentry Evaluation Logic

Rule Type	Description	Example
Capability-based	Match task to member skills	AI for routine, human for judgment
Workload-balanced	Distribute evenly	Avoid overloading members
Authority-gated	Check SDS-031 rules	Privileged actions require approval
Context-aware	Use Knowledge Base	Domain expertise matching

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1. Collect sentry conditions
2. Evaluate each condition (boolean)
3. Combine with AND/OR logic
4. Return: satisfied (true) or not satisfied (false)
5. If satisfied: trigger action (activate stage, complete task)

4. Case Templates

4.1 Research Template

Stages: Literature Review → Hypothesis → Experiment → Analysis → Synthesis
Typical Duration: 4-8 weeks
Artifact Focus: Intellectual (specs, protocols) → Capital (methodologies)

4.2 Development Template

Stages: Specification → Design → Implementation → Verification → Deployment
Typical Duration: 2-6 weeks per feature
Artifact Focus: Intellectual (specs) → Product (code) → Capital (libraries)

4.3 Consulting Template

Stages: Discovery → Analysis → Recommendations → Delivery
Typical Duration: 4-12 weeks
Artifact Focus: Cognitive (notes) → Product (reports) → Capital (methodologies)

4.4 Creative Template

Stages: Ideation → Concept → Iteration → Refinement → Delivery
Typical Duration: 2-8 weeks
Artifact Focus: Cognitive (sketches) → Product (final work) → Capital (style guides)

5. Governance Policies

5.1 NoTeleportation

Policy: Artifacts require lineage
Enforcement: TransitionToken must exist for each stage progression
Violation: Artifact creation blocked

5.2 SovereignGate

Policy: Capital conversion requires human approval
Enforcement: SignatureToken required for Capitalization flow
Violation: Conversion blocked until approved

5.3 SingleAgentControl

Policy: AI members managed by PM-Agent only
Enforcement: All AI assignments route through PM-Agent
Violation: Direct AI assignment rejected

6. Quick Commands

6.1 Case Operations

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# Create case
sea case create --template research --outcome "Framework evaluation"

# List cases
sea case list --status active

# View case details
sea case show case-research-001

# Complete case
sea case complete case-research-001

6.2 Artifact Operations

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# List artifacts
sea artifact list --case case-research-001

# View artifact lineage
sea artifact lineage art-hypothesis-doc

# Promote artifact
sea artifact promote art-analysis-report --to capital

6.3 PM-Agent Operations

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# Configure PM-Agent
sea pm-agent config --knowledge-base ml-frameworks

# View assignments
sea pm-agent assignments --case case-research-001

# Manual override (logged)
sea pm-agent assign task-analysis --to researcher-001 --reason "Domain expertise"

Reference: CMMN Primitives & Artifact Catalog

1. CMMN Primitives

1.1 Case