{ "schema": "canli.alphac-sleeve-family-lineage-audit.v1", "stage": "NO_RETURN_IDENTITY_LINEAGE", "claim_boundary": "This audit proves registry consistency against the enumerated internal ledgers. It does not prove global economic novelty, returns, or sleeve admission.", "summary": { "decision": "PASS", "families_audited": 40, "family_failures": 0, "current_book_exact_match": true, "current_sleeves": 4, "kill_ledger_identities": 46, "kill_identities_mapped_to_atlas": 12, "kill_identities_outside_atlas": 34, "classifications": { "ACTIVE_FEASIBILITY": 10, "DUPLICATE_OVERLAP": 7, "IDENTITY_REDESIGN_REQUIRED": 2, "NOVEL_ATLAS": 16, "RETIRED_KILLED": 5 }, "return_data_opened": 0, "return_hypotheses_spent": 0, "family_return_data_opened": 1, "family_return_hypotheses_spent": 1 }, "failed_families": [], "current_book": { "actual": [ "alphaforge", "alphamax", "alphavintage", "managed_futures" ], "registered": [ "alphaforge", "alphamax", "alphavintage", "managed_futures" ] }, "unmapped_kill_identities": [ "alphamax_betaneutral", "alphamax_short_margin_floor", "alphamax_shorttail", "alphamax_volscale", "alphamax_weightgrid", "crypto_lowvol_720", "crypto_short_tsmom", "deephist_quality_top800", "econtrend", "eq_52whigh", "eq_mom_margin", "eq_quality_gp", "eq_value_btp", "equity_pead", "fx_carry_ratediff", "fx_carry_trend_overlay", "fx_trend_cs", "insider_purchase_clusters", "intraday_mom", "letf_eod_flow", "mechflow_tom", "mf_realfutures_breadth", "mf_realfutures_fasttrend", "onchain_carry_filter", "pm_odds_signal", "prereg_bab", "prereg_momentum", "prereg_quality", "prereg_value", "rates_curve_carry", "residual_momentum", "tail_overlay", "xasset_value", "xs_seasonality" ], "family_results": [ { "family_id": "active_ownership_escalation", "classification": "ACTIVE_FEASIBILITY", "aliases": [], "evidence": [ "config/sleeve_discovery.json#candidates:active_ownership_escalation", "docs/design/FEASIBILITY_ACTIVE_OWNERSHIP_13D.md", "docs/design/FEASIBILITY_ACTIVE_OWNERSHIP_13D_SCHEMA_V2.md", "docs/design/FEASIBILITY_ACTIVE_OWNERSHIP_13D_ITEM4.md", "docs/design/FEASIBILITY_ACTIVE_OWNERSHIP_13D_ITEM4_V2.md", "artifacts/feasibility/active_ownership_13d_item4_v2/result.json" ], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "analyst_revision_drift", "classification": "NOVEL_ATLAS", "aliases": [], "evidence": [], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "bond_etf_nav_dislocation", "classification": "ACTIVE_FEASIBILITY", "aliases": [], "evidence": [ "docs/design/LITERATURE_BOND_ETF_NAV_DISLOCATION.md", "docs/design/FEASIBILITY_BOND_ETF_NAV_DISLOCATION.md", "artifacts/feasibility/bond_etf_nav_dislocation/result.json" ], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "carbon_allowance_carry", "classification": "NOVEL_ATLAS", "aliases": [], "evidence": [], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "catastrophe_bond_event_risk", "classification": "NOVEL_ATLAS", "aliases": [], "evidence": [], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "cftc_hedging_pressure", "classification": "RETIRED_KILLED", "aliases": [ "cot_positioning" ], "evidence": [ "public_kill_ledger#screen_stage_kills:cot_positioning" ], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "closed_end_fund_discount", "classification": "RETIRED_KILLED", "aliases": [ "cef_discount" ], "evidence": [ "public_kill_ledger#screen_stage_kills:cef_discount" ], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "commodity_calendar_seasonality", "classification": "DUPLICATE_OVERLAP", "aliases": [ "futcarry_xs", "xasset_carry" ], "evidence": [ "public_kill_ledger#screen_stage_kills:futcarry_xs", "public_kill_ledger#screen_stage_kills:xasset_carry" ], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "credit_equity_relative_value", "classification": "NOVEL_ATLAS", "aliases": [], "evidence": [], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "cross_currency_basis", "classification": "NOVEL_ATLAS", "aliases": [], "evidence": [], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "crypto_cross_venue_basis", "classification": "RETIRED_KILLED", "aliases": [ "multivenue_funding", "crypto_dated_basis", "funding_termstructure" ], "evidence": [ "public_kill_ledger#screen_stage_kills:multivenue_funding", "public_kill_ledger#screen_stage_kills:crypto_dated_basis", "public_kill_ledger#screen_stage_kills:funding_termstructure" ], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "crypto_liquidation_pressure", "classification": "NOVEL_ATLAS", "aliases": [], "evidence": [], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "crypto_options_surface", "classification": "DUPLICATE_OVERLAP", "aliases": [ "crypto_vrp" ], "evidence": [ "public_kill_ledger#screen_stage_kills:crypto_vrp" ], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "customer_supplier_propagation", "classification": "ACTIVE_FEASIBILITY", "aliases": [], "evidence": [ "docs/design/LITERATURE_CUSTOMER_SUPPLIER_PROPAGATION.md", "docs/design/FEASIBILITY_CUSTOMER_SUPPLIER_PROPAGATION.md", "artifacts/feasibility/customer_supplier_propagation/result.json" ], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "dealer_gamma_pressure", "classification": "NOVEL_ATLAS", "aliases": [], "evidence": [], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "earnings_narrative_change", "classification": "RETIRED_KILLED", "aliases": [], "evidence": [ "docs/design/PREREG_EARNINGS_NARRATIVE_CHANGE.md", "artifacts/probe/earnings_narrative_change/result.json" ], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "electricity_load_weather_spread", "classification": "ACTIVE_FEASIBILITY", "aliases": [], "evidence": [ "config/sleeve_discovery.json#candidates:electricity_load_weather_spread", "docs/design/LITERATURE_ELECTRICITY_LOAD_WEATHER.md", "docs/design/FEASIBILITY_ELECTRICITY_LOAD_WEATHER.md", "artifacts/feasibility/electricity_load_weather/result.json" ], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "fallen_angel_flow", "classification": "NOVEL_ATLAS", "aliases": [], "evidence": [], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "freight_derivative_dislocation", "classification": "NOVEL_ATLAS", "aliases": [], "evidence": [], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "fx_option_risk_reversal", "classification": "NOVEL_ATLAS", "aliases": [], "evidence": [], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "index_reconstitution_flow", "classification": "NOVEL_ATLAS", "aliases": [], "evidence": [], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "inflation_breakeven_relative_value", "classification": "ACTIVE_FEASIBILITY", "aliases": [], "evidence": [ "docs/design/LITERATURE_INFLATION_BREAKEVEN_RELATIVE_VALUE.md", "docs/design/FEASIBILITY_INFLATION_BREAKEVEN_RELATIVE_VALUE.md", "artifacts/feasibility/inflation_breakeven_relative_value/result.json" ], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "merger_arbitrage", "classification": "ACTIVE_FEASIBILITY", "aliases": [], "evidence": [ "config/sleeve_discovery.json#candidates:merger_arbitrage", "docs/design/FEASIBILITY_MERGER_ARBITRAGE.md", "artifacts/feasibility/merger_arbitrage/result.json" ], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "mortgage_convexity_pressure", "classification": "NOVEL_ATLAS", "aliases": [], "evidence": [], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "municipal_taxable_basis", "classification": "NOVEL_ATLAS", "aliases": [], "evidence": [], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "natural_gas_storage_weather", "classification": "DUPLICATE_OVERLAP", "aliases": [ "commodity_inventory_seasonal" ], "evidence": [ "artifacts/probe/eia_petroleum_inventory/result.json", "docs/design/LITERATURE_NATURAL_GAS_STORAGE_WEATHER.md", "docs/design/FEASIBILITY_NATURAL_GAS_STORAGE_WEATHER.md", "artifacts/feasibility/natural_gas_storage_weather/result.json" ], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "options_dispersion", "classification": "ACTIVE_FEASIBILITY", "aliases": [], "evidence": [ "config/sleeve_discovery.json#candidates:options_dispersion", "docs/design/LITERATURE_OPTIONS_DISPERSION.md", "docs/design/FEASIBILITY_OPTIONS_DISPERSION.md" ], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "options_skew_carry", "classification": "DUPLICATE_OVERLAP", "aliases": [ "equity_vrp" ], "evidence": [ "public_kill_ledger#screen_stage_kills:equity_vrp" ], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "options_term_structure", "classification": "DUPLICATE_OVERLAP", "aliases": [ "equity_vrp" ], "evidence": [ "public_kill_ledger#screen_stage_kills:equity_vrp" ], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "pre_fomc_announcement_drift", "classification": "ACTIVE_FEASIBILITY", "aliases": [], "evidence": [ "config/sleeve_discovery.json#candidates:pre_fomc_announcement_drift" ], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "repurchase_issuance_flow", "classification": "DUPLICATE_OVERLAP", "aliases": [ "eq_net_issuance" ], "evidence": [ "public_kill_ledger#screen_stage_kills:eq_net_issuance", "docs/design/LITERATURE_REPURCHASE_ISSUANCE_FLOW.md", "docs/design/FEASIBILITY_REPURCHASE_ISSUANCE_FLOW.md", "artifacts/feasibility/repurchase_issuance_flow/identity_overlap_audit.json" ], "gates": { "aliases_required_when_historical": true, "historical_aliases_exist_in_kill_ledger": true, "evidence_declared_when_non_novel": true, "evidence_resolves": true, "novel_family_has_no_historical_alias": true, "forward_experiment_is_explicit": true, "direct_return_outcome_valid": true }, "pass": true }, { "family_id": "securities_lending_supply", "classification": "NOVEL_ATLAS", "aliases": [], "evidence": [], "gates": { 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