FinanceOS Runtime Ontology — Glossary + Register Index (Almost-Code)

Summary (LOCK)

This page is the compact index that makes FinanceOS executable to humans + LLMs: all registers, sensors, rules, playbooks, and required output contracts in one place with frozen identifiers.

Publish this as the ontology anchor and link every FinanceOS page back here.

0) Coordinate Grammar (LOCK)

All records follow:

Place×Lane×Zoom×Role×Type×ID

Where:

Place: ISO-alpha-3 or GLB
Lane: FIN (FinanceOS) | COM (CompanyOS) | PRT (PortfolioOS)
Zoom: Z0–Z6
Role: V | O | OP
Type: see Type Directory below
ID: immutable token

1) Type Directory (Registers)

FIN Types

ASSET — tradable instrument definition (Z1)
VENUE — exchange/broker/custody venue (Z1)
ISSUER — issuer identity (optional duplication with COM for binds) (Z2)
EVENT — normalized shock/event record (Z4/Z5)
DATA — observed datapoint (macro, spreads, metrics) (Z4)
RISK — named risk mechanism (Z3)
CHANNEL — propagation edge (Z3)
SENSOR — computed state (Z6)
VERIF — verification circuit (Z6)
CLAIM — phase-stamped testable statement (Z6)
ASSUMP — named assumption (Z6)
TEST — disconfirm test record (Z6)
PATCH — correction/fix log (Z6)

COM Types

ISSUER — issuer capability root (Z2)
ORG — capability organ (Z2)
DEP — dependency / coupling edge (Z3)
FM — failure mode (Z2/Z3)
SENSOR — issuer/organ computed state (Z6)

PRT Types

PORT — portfolio object (Z6)
POSITION — holding/exposure record (Z6)
LIMIT — constraint (Z6)
BUDGET — risk budget (Z6)
RULE — permission/control logic (Z6)
PLAYBOOK — truncation/stitching procedures (Z6)
PATCH — post-mortem / near-miss fix (Z6)

2) Sensor Directory (Canonical Sensors)

FIN Sensors

FIN-SENSOR-TTC — Time-to-Core {A,B,C,D}
FIN-SENSOR-VOL — Volatility state {V0–V3}
FIN-SENSOR-CMS — Coupling map shift {C0–C3}
FIN-SENSOR-SIS — Source integrity {S0–S3}
FIN-SENSOR-LGI — Liquidity gap {L0–L3}
FIN-SENSOR-NOI — Narrative overhang {N0–N3} (optional)

COM Sensors

COM-SENSOR-OV — Organ vitality {OV0–OV3}
COM-SENSOR-DC — Dependency concentration {D0–D3}
COM-SENSOR-RL — Repair latency {RLA–RLD}
COM-SENSOR-SA — Substitution availability {S0–S3}
COM-SENSOR-GEQ — Governance execution quality {G0–G3}

PRT Sensors

PRT-SENSOR-PTTC — Portfolio TTC (min TTC after coupling)
PRT-SENSOR-BUDGET — Budget status {ok|warning|breach}

3) Verification Directory (VERIF Pack)

VERIF-01 Two-source triangulation
VERIF-02 Z-Separation gate (Z5-only capped at P1)
VERIF-03 Evidence serialization gate (must create EVENT/DATA/ISSUER update)
VERIF-04 Revision awareness gate (revisable data must declare revision_state)
VERIF-05 Contradiction injection (P3 requires disconfirm tests)
VERIF-06 TTC safety gate (danger raises phase requirements or forces truncation)

4) Phase Directory (P0–P3)

P0 Unverified (no action)
P1 Plausible/weak (monitor or EXP probe only if pre-budgeted)
P2 Verified/actionable (trades allowed within limits)
P3 Robust/stressable (allocations/scaling allowed)

Hard law: Actions must declare phase stamp.

5) Control Rule Directory (Rules)

Global Controls

RULE-D Downgrade/Escalation policy (Phase control)
RULE-T Truncation trigger rules (TTC=D, VOL=V3, CMS≥C2, budget breach)
RULE-S Stitching rebuild rules (VOL≤V1 & CMS≤C1 & verification restored)

Portfolio Controls

RULE-LIQ Liquidity gate (LGI-based)
RULE-SL Stop-loss suite (SL-THESIS, SL-TIME, SL-LIQ)
RULE-EXP Experimental lane constraints (budget + expiry + patch)

Hard Constraints

RULE-Z5-0 No Z5-only trading (narrative cannot trigger action)

6) Playbook Directory (Procedures)

PLAYBOOK-TRUNCATE freeze + reduce risk + de-lever + downgrade Z5
PLAYBOOK-STITCH rebuild slowly under P2/P3 gates
PLAYBOOK-NEWS rumor handling (SIS-first, triangulate, serialize)
PLAYBOOK-INCIDENT exchange/ops incidents (counterparty + TTC)

7) Required Register Fields (Minimum Sets)

ASSET (FIN)

Must include:

contract_spec
settlement_spec
liquidity_profile
risk_bindings

EVENT (FIN)

Must include:

event_type
event_time
impacted_assets / impacted_issuers
verification_state
propagation_channels (if known)

DATA (FIN)

Must include:

series_name
timestamp
value
revision_state (if applicable)
source_grade

ORG (COM)

Must include:

throughput_proxy
degradation_signals
repair_actions
binds_to_risks/events/data

POSITION (PRT)

Must include:

linked_claim_id (P2+) OR EXP tag
stop-loss + expiry
phase_gate

8) Model Output Contract (I/O) (LOCK)

Every model run must output:

IDs created/updated (register diffs)
Sensor summary (TTC, VOL, CMS, SIS, LGI)
VERIF summary (pass/fail per gate)
CLAIM block (phase-stamped)
Action permission (allowed / blocked + why)
Controls invoked (TRUNCATE/STITCH/etc.)
Expiry time (revalidation schedule)

If missing → treat as P1 commentary; block actions.

9) Copy-Paste Index Blocks (for internal linking)

FinanceOS Index

FinanceOS Directory + Sensor Pack
Asset Register
Verification Circuits & Phase Rules
Analyst Workflow Playbook
Runtime Ontology Index (this page)

CompanyOS Bridge

Issuer Capability Organs Map

PortfolioOS

Allocation & Exposure Controls

10) Failure Mode Trace (required)

Ontology missing → outputs stay as prose → no serialization → no gates → action slips in at P0/P1 → TTC collapse → forced errors → blame narrative.
Repair: enforce index + schema + claim contract before any action.

FinanceOS Runtime Ontology — Glossary + Register Index (Almost-Code)

Summary (LOCK)

0) Coordinate Grammar (LOCK)

1) Type Directory (Registers)

FIN Types

COM Types

PRT Types

2) Sensor Directory (Canonical Sensors)

FIN Sensors

COM Sensors

PRT Sensors

3) Verification Directory (VERIF Pack)

4) Phase Directory (P0–P3)

5) Control Rule Directory (Rules)

Global Controls

Portfolio Controls

Hard Constraints

6) Playbook Directory (Procedures)

7) Required Register Fields (Minimum Sets)

ASSET (FIN)

EVENT (FIN)

DATA (FIN)

ORG (COM)

POSITION (PRT)

8) Model Output Contract (I/O) (LOCK)

9) Copy-Paste Index Blocks (for internal linking)

FinanceOS Index

CompanyOS Bridge

PortfolioOS

10) Failure Mode Trace (required)

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