{
  "schema_version": "1.0.0",
  "ledger_version": "v1",
  "last_updated": "2026-05-22",
  "source_of_truth": "metryval-3d/docs/policy_decisions_ledger_v1.md",
  "public_surface": "/methodology/policy",
  "entries": [
    {
      "id": "P-01",
      "title": "B2B selection / hiring / personnel use cases excluded",
      "status": "LOCKED",
      "date_locked": "2026-05-19",
      "decision_summary": "Metryval excludes from its product scope any use case in which the instrument's output is consumed as input to a hiring, promotion, termination, performance-review, or similar personnel-selection decision about the respondent. The exclusion covers individual selection (single-candidate evaluation), comparative selection (ranking candidates), and team-formation selection (composition optimization).",
      "scope_summary": "Binds across every current and planned surface: consumer Lite + Blueprint, Couples Pack, Connected, F500 founding members, the Phase 2 Discord and Slack institutional bot, the A4 Personality OS for AI agents API, and any B2B contract. Permits: voluntary self-administration by individuals, coaching contexts with respondent disclosure agency, therapy / wellness / research B2B substrate buyers per Gate 1, agent-to-agent personality modeling in multi-agent AI systems where no human-selection downstream gate exists.",
      "rationale_layers": [
        {
          "layer": "regulatory",
          "summary": "EU AI Act Annex III classifies AI systems used for employment, worker management, or access to self-employment as high-risk, requiring conformity assessment, transparency obligations, human oversight, technical documentation, post-market monitoring, and a risk management system. Metryval's architecture, governance, and bootstrapping resources are not built for that compliance burden, nor will they be in any current roadmap horizon."
        },
        {
          "layer": "measurement_validity",
          "summary": "The conditions under which personality measurement claims defensibility are (a) voluntary self-report with disclosure agency, (b) no consequential downstream gate respondents have incentive to game, and (c) reference-centroid framing rather than categorical assignment. Selection contexts invert all three: the gate is the entire purpose of the instance, respondents have direct incentive to manage impressions, and selection workflows operationally demand categorical assignment because comparative decisions require categories. The instrument degrades into a proxy for the decision someone else is making about the respondent."
        },
        {
          "layer": "mission_alignment",
          "summary": "Per impact_gates_canonical_2026-05-05.md Gate 1 (B2B substrate buyer screening), Metryval refuses adversarial-hiring use cases as a structural posture, not a Y1-conditional one. The instrument exists to serve the person experiencing personality variance, not the institution selecting against it."
        }
      ],
      "canonical_sources": [
        "metryval-3d/docs/deep_research/discord_telegram_bot_virality_v1/synthesis_digest_2026-05-21.md §6.2 — ToS clause language locked",
        "docs/brainstorms/2026-05-19-rolodex-virality-sales-retention-audit-requirements.md R13b — original lock",
        "docs/plans/2026-05-19-001-feat-rolodex-trojan-horse-plan.md U7 + U8 — implementation-side execution",
        "metryval-3d/docs/impact_gates_canonical_2026-05-05.md Gate 1 — mission-side rationale",
        ".claude/rules/scientific-claims.md §Reference centroid framing — measurement-validity layer"
      ],
      "review_conditions": "This entry is reopened only if ALL THREE of (a) EU AI Act Annex III scope narrows such that voluntary self-report personality instruments are formally exempted, AND (b) a peer-reviewed empirical finding demonstrates personality measurement retains its standard validity properties under consequential downstream-gate conditions, AND (c) Metryval's mission constraints are re-litigated in writing per the impact-gates pressure-point trigger framework. Any single condition met in isolation does not warrant reopening. The three layers compound; removing any one does not unlock the exclusion.",
      "operational_consequence": "Named in any sales conversation, design-partner pitch, advisor outreach, press interview, or product copy where the use case might otherwise be assumed compatible. The Discord / Slack institutional bot ToS surfaces the exclusion at install time. The A4 Personality OS for AI agents API documentation surfaces it in the use-case-restrictions section.",
      "related_defense_surfaces": [
        "/methodology/anti-barnum"
      ]
    }
  ],
  "candidate_entries": [
    {
      "id": "P-02",
      "title": "Total-anonymity operator posture (Tomas Cantor pseudonym)",
      "summary": "The Tomas Cantor pseudonym is the public byline on X, Substack, podcast bookings, editor signatures. The operator's real name is never surfaced publicly. The brand discloses the legal entity (Metryval Pte Ltd, Singapore) where required.",
      "canonical_source": "metryval-3d/docs/pseudonym_lock_2026-05-15.md"
    },
    {
      "id": "P-03",
      "title": "Open-methodology lock",
      "summary": "Methodology vocabulary open and citable; framework moves toward open-license footing on dated trajectory (proprietary Y1-Y3 → methodology papers Y3-Y5 → core framework MIT-equivalent Y5-Y10 → validation datasets Y10+); validation datasets open on longer horizon; brand name is the only trademarked term.",
      "canonical_source": "metryval-3d/docs/impact_gates_canonical_2026-05-05.md Gate 3"
    },
    {
      "id": "P-04",
      "title": "Affordable and subsidized tier permanence",
      "summary": "Free Lite tier remains free indefinitely; universal Read tier sits at fixed $19 cap; financial-hardship $5 Read tier reserved; institutional partnerships sit at cost-recovery rates.",
      "canonical_source": "metryval-3d/docs/impact_gates_canonical_2026-05-05.md Gate 4 + pricing_architecture_2026-05-05.md"
    },
    {
      "id": "P-05",
      "title": "Anti-extractive brand posture",
      "summary": "No engineered scarcity, no countdown timers, no charismatic-founder marketing, no dark-pattern retention mechanics, no engineered FOMO, no false scarcity.",
      "canonical_source": "CLAUDE.md §Rules"
    },
    {
      "id": "P-06",
      "title": "Cross-cultural scalar measurement-invariance commitment",
      "summary": "The Y3 methodology paper publishes results including failures. Validation roadmap staged across populations on a dated trajectory: Y1 US-primary → Y2 Big 5 Anglo expansion → Y3 Singapore CMIO invariance stress-test → Y4-Y10 broader Asia + EU + PPP markets.",
      "canonical_source": "metryval-3d/docs/impact_gates_canonical_2026-05-05.md Gate 5 v1.1"
    }
  ],
  "version_history": [
    {
      "version": "v1",
      "date": "2026-05-22",
      "summary": "Ledger created. P-01 B2B selection / hiring exclusion filed as the first entry. Five candidate future entries enumerated (P-02 through P-06). Public surface shipped at /methodology/policy per Trojan Horse plan U11 (Option A route topology)."
    }
  ]
}