Changes for page Workflows
Last modified by Robert Schaub on 2025/12/24 20:34
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... ... @@ -1,410 +1,342 @@ 1 1 = Workflows = 2 2 3 -This page describes the core workflowsfor contentcreation,review,and publication inFactHarbor.3 +This chapter defines the core workflows used across the FactHarbor system. 4 4 5 - ==Overview ==5 +Each workflow describes: 6 6 7 -FactHarbor workflows support three publication modes with risk-based review: 7 +* Purpose 8 +* Participants 9 +* Steps 10 +* Automation vs. manual work 8 8 9 -* **Mode 1 (Draft)**: Internal only, failed quality gates or pending review 10 -* **Mode 2 (AI-Generated)**: Public with AI-generated label, passed quality gates 11 -* **Mode 3 (Human-Reviewed)**: Public with human-reviewed status, highest trust 12 +Workflows included: 12 12 13 -Workflows vary by **Risk Tier** (A/B/C) and **Content Type** (Claim, Scenario, Evidence, Verdict). 14 +1. Claim Workflow 15 +2. Scenario Workflow 16 +3. Evidence Workflow 17 +4. Verdict Workflow 18 +5. Re-evaluation Workflow 19 +6. Federation Synchronization Workflow 20 +7. User Role & Review Workflow 21 +8. AKEL Workflow 22 +9. Global Trigger Flow 23 +10. Entity Lifecycle Notes 14 14 15 15 ---- 16 16 17 -== Claim Submission & PublicationWorkflow ==27 +== Claim Workflow == 18 18 19 -=== Step 1: Claim Submission === 29 +**Purpose:** 30 +Transform raw text or input material into a normalized, classified, deduplicated, and versioned claim ready for scenario evaluation. 20 20 21 -**Actor**: Contributor or AKEL 32 +**Participants:** 33 +* Contributor 34 +* AKEL 35 +* Reviewer 22 22 23 - **Actions**:37 +=== Steps === 24 24 25 - *Submitclaimtext26 -* Provideinitialsources (optionalforhumancontributors, mandatoryforAKEL)27 -* SystemassignsinitialAuthorType(HumanorAI)39 +1. **Ingestion** 40 +* User submits text, URL, transcript, or multi-claim content 41 +* AKEL extracts one or multiple claims 28 28 29 -**Output**: Claim draft created 43 +1. **Normalization** 44 +* Standardizes wording 45 +* Reduces ambiguity 46 +* Flags implicit assumptions 30 30 31 -=== Step 2: AKEL Processing === 48 +1. **Classification (AKEL draft → Reviewer confirm)** 49 +* ClaimType 50 +* Domain 51 +* Evaluability 52 +* SafetyCategory 32 32 33 -**Automated Steps**: 54 +1. **Duplicate & Similarity Detection** 55 +* Embeddings created 56 +* Similar claims found 57 +* Reviewer merges, splits, or confirms uniqueness 34 34 35 -1. Claim extraction and normalization 36 -2. Classification (domain, type, evaluability) 37 -3. Risk tier assignment (A/B/C suggested) 38 -4. Initial scenario generation 39 -5. Evidence search 40 -6. **Contradiction search** (mandatory) 41 -7. Quality gate validation 59 +1. **Version Creation** 60 +* New ClaimVersion stored 61 +* Every edit creates a new immutable version 42 42 43 -**Output**: Processed claim with risk tier and quality gate results 63 +1. **Cluster Assignment** 64 +* AKEL proposes cluster membership 65 +* Reviewer confirms 44 44 45 -=== Step 3: Quality Gate Checkpoint === 67 +1. **Scenario Linking (optional)** 68 +* Existing scenarios connected 69 +* AKEL may propose new drafts 46 46 47 -**Gates Evaluated**: 71 +1. **Publication** 72 +* Claim becomes active and visible 48 48 49 -* Source quality 50 -* Contradiction search completion 51 -* Uncertainty quantification 52 -* Structural integrity 74 +**Flow:** 75 +Ingest → Normalize → Classify → Deduplicate → Cluster → Version → Publish 53 53 54 - **Outcomes**:77 +---- 55 55 56 -* **All gates pass** → Proceed to Mode 2 publication (if Tier B or C) 57 -* **Any gate fails** → Mode 1 (Draft), flag for human review 58 -* **Tier A** → Mode 2 with warnings + auto-escalate to expert queue 79 +== Scenario Workflow == 59 59 60 -=== Step 4: Publication (Risk-Tier Dependent) === 81 +**Purpose:** 82 +Define the specific analytic contexts needed to evaluate each claim. 61 61 62 -**Tier C (Low Risk)**: 84 +**Participants:** 85 +* Contributor 86 +* Reviewer 87 +* Domain Expert 88 +* AKEL 63 63 64 -* **Direct to Mode 2**: AI-generated, public, clearly labeled 65 -* User can request human review 66 -* Sampling audit applies 90 +=== Steps === 67 67 68 -**Tier B (Medium Risk)**: 92 +1. **Scenario Proposal** 93 +* Drafted by contributor or generated by AKEL 69 69 70 -* **Direct to Mode 2**: AI-generated, public, clearly labeled 71 -* Higher audit sampling rate 72 -* High-engagement content may auto-escalate 95 +1. **Completion of Required Fields** 96 +Must include: 97 +* Definitions 98 +* Assumptions 99 +* ContextBoundary 100 +* EvaluationMethod 101 +* SafetyClass 102 +* VersionMetadata 73 73 74 -**Tier A (High Risk)**: 104 +1. **Safety Interception (AKEL)** 105 +Flags: 106 +* non-falsifiable structures 107 +* pseudoscientific assumptions 108 +* unsafe contexts 75 75 76 -* **Mode 2 with warnings**: AI-generated, public, prominent disclaimers 77 -* **Auto-escalated** to expert review queue 78 -* User warnings displayed 79 -* Highest audit sampling rate 110 +1. **Redundancy & Conflict Check** 111 +* Similar scenarios merged 112 +* Contradictions flagged 80 80 81 -=== Step 5: Human Review (Optional for B/C, Escalated for A) === 114 +1. **Reviewer Validation** 115 +Ensures clarity, neutrality, and methodological validity. 82 82 83 -** Triggers**:117 +1. **Expert Approval (mandatory for high-risk domains)** 84 84 85 -* User requests review 86 -* Audit flags issues 87 -* High engagement (Tier B) 88 -* Automatic (Tier A) 119 +1. **Version Storage** 120 +* Each revision = new ScenarioVersion 89 89 90 -**Process**: 122 +**Flow:** 123 +Draft → Validate → Safety Check → Review → Expert Approval → Version → Activate 91 91 92 -1. Reviewer/Expert examines claim 93 -2. Validates quality gates 94 -3. Checks contradiction search results 95 -4. Assesses risk tier appropriateness 96 -5. Decision: Approve, Request Changes, or Reject 97 - 98 -**Outcomes**: 99 - 100 -* **Approved** → Mode 3 (Human-Reviewed) 101 -* **Changes Requested** → Back to contributor or AKEL for revision 102 -* **Rejected** → Rejected status with reasoning 103 - 104 104 ---- 105 105 106 -== Scenario Creation Workflow ==127 +== Evidence Workflow == 107 107 108 -=== Step 1: Scenario Generation === 129 +**Purpose:** 130 +Structure, classify, validate, version, and link evidence to scenarios. 109 109 110 -**Automated (AKEL)**: 132 +**Participants:** 133 +* Contributor 134 +* Reviewer 135 +* Domain Expert 136 +* AKEL 111 111 112 -* Generate scenarios for claim 113 -* Define boundaries, assumptions, context 114 -* Identify evaluation methods 138 +=== Steps === 115 115 116 -**Manual (Expert/Reviewer)**: 140 +1. **Evidence Submission** 141 +* File, dataset, URL, or extracted text 117 117 118 -* Create custom scenarios 119 -* Refine AKEL-generated scenarios 120 -* Add domain-specific nuances 143 +1. **Metadata Extraction (AKEL)** 144 +* EvidenceType 145 +* Category 146 +* Provenance 147 +* Study design 148 +* ExtractionMethod 149 +* ReliabilityHints 121 121 122 -=== Step 2: Scenario Validation === 151 +1. **Relevance Check** 152 +Reviewer verifies which scenarios the evidence applies to. 123 123 124 -**Quality Checks**: 154 +1. **Reliability Assessment** 155 +* AKEL proposes reliability 156 +* Reviewer confirms 157 +* Expert review for complex papers 125 125 126 -* Completeness (definitions, boundaries, assumptions clear) 127 -* Relevance to claim 128 -* Evaluability 129 -* No circular logic 159 +1. **ScenarioEvidenceLink Creation** 160 +Each link stores: 161 +* relevance score 162 +* justification 163 +* evidence version 130 130 131 -**Risk Tier Assignment**: 165 +1. **Versioning** 166 +* Any update = new EvidenceVersion 132 132 133 -* Inherits fromparentclaim134 - *Canbeoverriddenbyexpertifscenarioincreases/decreases risk168 +**Flow:** 169 +Submit → Extract Metadata → Evaluate Relevance → Score Reliability → Link → Version 135 135 136 -=== Step 3: Scenario Publication === 137 - 138 -**Mode 2 (AI-Generated)**: 139 - 140 -* Tier B/C scenarios can publish immediately 141 -* Subject to sampling audits 142 - 143 -**Mode 1 (Draft)**: 144 - 145 -* Tier A scenarios default to draft 146 -* Require expert validation for Mode 2 or Mode 3 147 - 148 148 ---- 149 149 150 -== Evidence EvaluationWorkflow ==173 +== Verdict Workflow == 151 151 152 -=== Step 1: Evidence Search & Retrieval === 175 +**Purpose:** 176 +Generate likelihood estimates per scenario based on evidence and scenario structure. 153 153 154 -**AKEL Actions**: 178 +**Participants:** 179 +* AKEL (drafts) 180 +* Reviewer 181 +* Domain Expert 155 155 156 -* Search academic databases, reputable media 157 -* **Mandatory contradiction search** (counter-evidence, reservations) 158 -* Extract metadata (author, date, publication, methodology) 159 -* Assess source reliability 183 +=== Steps === 160 160 161 -**Quality Requirements**: 185 +1. **Evidence Aggregation** 186 +Collect relevant evidence versions. 162 162 163 -* Primary sources preferred 164 -* Diverse perspectives included 165 -* Echo chambers flagged 166 -* Conflicting evidence acknowledged 188 +1. **Draft Verdict Generation (AKEL)** 189 +Outputs: 190 +* likelihood range 191 +* uncertainty factors 192 +* conflict detection 193 +* sensitivity analysis 167 167 168 -=== Step 2: Evidence Summarization === 195 +1. **Reasoning Draft** 196 +Structured explanation chain generated by AKEL. 169 169 170 -**AKEL Generates**: 198 +1. **Reviewer Validation** 199 +Ensures logic, evidence fit, no hallucinations. 171 171 172 -* Summary of evidence 173 -* Relevance assessment 174 -* Reliability score 175 -* Limitations and caveats 176 -* Conflicting evidence summary 201 +1. **Expert Review** 202 +Required for: 203 +* medicine 204 +* psychology 205 +* engineering 206 +* political misinformation 207 +* controversial or risky domains 177 177 178 -**Quality Gate**: Structural integrity, source quality 209 +1. **Verdict Storage** 210 +* Every update creates a new VerdictVersion 179 179 180 -=== Step 3: Evidence Review === 212 +**Flow:** 213 +Aggregate → Draft Verdict → Draft Explanation → Review → Expert Approval → Version 181 181 182 -**Reviewer/Expert Validates**: 183 - 184 -* Accuracy of summaries 185 -* Appropriateness of sources 186 -* Completeness of contradiction search 187 -* Reliability assessments 188 - 189 -**Outcomes**: 190 - 191 -* **Mode 2**: Evidence summaries published as AI-generated 192 -* **Mode 3**: After human validation 193 -* **Mode 1**: Failed quality checks or pending expert review 194 - 195 195 ---- 196 196 197 -== Verdict Generation Workflow ==217 +== Re-evaluation Workflow == 198 198 199 -=== Step 1: Verdict Computation === 219 +**Purpose:** 220 +Keep verdicts current when evidence or scenarios change. 200 200 201 - **AKELComputes**:222 +=== Trigger Types === 202 202 203 -* Verdictacrossscenarios204 -* Confidence scores205 -* Uncertaintyquantification206 -* K eyassumptions207 -* Limitations224 +* Evidence updated, disputed, retracted 225 +* Scenario assumptions changed 226 +* Claim reclassification 227 +* AKEL contradiction detection 228 +* Federation sync 208 208 209 - **Inputs**:230 +=== Steps === 210 210 211 -* Claim text 212 -* Scenario definitions 213 -* Evidence assessments 214 -* Contradiction search results 232 +1. **Trigger Detection** 233 +Re-evaluation engine receives event. 215 215 216 -=== Step 2: Verdict Validation === 235 +1. **Impact Analysis** 236 +Find affected: 237 +* scenarios 238 +* evidence links 239 +* verdicts 217 217 218 -**Quality Gates**: 241 +1. **AKEL Draft Re-calculation** 242 +New: 243 +* likelihood 244 +* reasoning 245 +* uncertainty 219 219 220 - *All four gates apply (source, contradiction,uncertainty,structure)221 -* Re asoningchain mustbetraceable222 - *Assumptionsmustbeexplicit247 +1. **Reviewer Validation** 248 +1. **Expert Review** (high-risk) 249 +1. **Version Storage** 223 223 224 -**Risk Tier Check**: 251 +**Flow:** 252 +Trigger → Analyze → Recompute → Review → Expert → Version 225 225 226 -* Tier A: Always requires expert validation for Mode 3 227 -* Tier B: Mode 2 allowed, audit sampling 228 -* Tier C: Mode 2 default 229 - 230 -=== Step 3: Verdict Publication === 231 - 232 -**Mode 2 (AI-Generated Verdict)**: 233 - 234 -* Clear labeling with confidence scores 235 -* Uncertainty disclosure 236 -* Links to reasoning trail 237 -* User can request expert review 238 - 239 -**Mode 3 (Expert-Validated Verdict)**: 240 - 241 -* Human reviewer/expert stamp 242 -* Additional commentary (optional) 243 -* Highest trust level 244 - 245 245 ---- 246 246 247 -== Audit Workflow ==256 +== Federation Synchronization Workflow == 248 248 249 -=== Step 1: Audit Sampling Selection === 258 +**Purpose:** 259 +Exchange structured data between nodes. 250 250 251 -**Stratified Sampling**: 261 +=== Steps === 262 +1. Detect version changes 263 +1. Build bundle (diff + Merkle tree + signatures) 264 +1. Push to peers 265 +1. Validate lineage + hashes 266 +1. Resolve conflicts (merge or branch) 267 +1. Optional re-evaluation 252 252 253 -* Risk tier priority (A > B > C) 254 -* Low confidence scores 255 -* High traffic content 256 -* Novel topics 257 -* User flags 269 +**Flow:** 270 +Change → Bundle → Push → Validate → Merge/Fork → Update 258 258 259 -**Sampling Rates** (Recommendations): 260 - 261 -* Tier A: 30-50% 262 -* Tier B: 10-20% 263 -* Tier C: 5-10% 264 - 265 -=== Step 2: Audit Execution === 266 - 267 -**Auditor Actions**: 268 - 269 -1. Review sampled AI-generated content 270 -2. Validate quality gates were properly applied 271 -3. Check contradiction search completeness 272 -4. Assess reasoning quality 273 -5. Identify errors or hallucinations 274 - 275 -**Audit Outcome**: 276 - 277 -* **Pass**: Content remains in Mode 2, logged as validated 278 -* **Fail**: Content flagged for review, system improvement triggered 279 - 280 -=== Step 3: Feedback Loop === 281 - 282 -**System Improvements**: 283 - 284 -* Failed audits analyzed for patterns 285 -* AKEL parameters adjusted 286 -* Quality gates refined 287 -* Risk tier assignments recalibrated 288 - 289 -**Transparency**: 290 - 291 -* Audit statistics published periodically 292 -* Patterns shared with community 293 -* System improvements documented 294 - 295 295 ---- 296 296 297 -== ModeTransitionWorkflow ==274 +== User Role & Review Workflow == 298 298 299 -=== Mode 1 → Mode 2 === 276 +**Purpose:** 277 +Ensure correctness, neutrality, safety, and resistance to manipulation. 300 300 301 - **Requirements**:279 +=== Steps === 302 302 303 -* All quality gates pass 304 -* Risk tier B or C (or A with warnings) 305 -* Contradiction search completed 281 +1. **Submission** 282 +Claim / scenario / evidence / verdict. 306 306 307 -**Trigger**: Automatic upon quality gate validation 284 +1. **Auto-check (AKEL)** 285 +Flags unsafe content, contradictions, format issues. 308 308 309 - ===Mode2 → Mode3 ===287 +1. **Reviewer Validation** 310 310 311 -**Requirements**: 289 +1. **Expert Validation** 290 +Required for sensitive domains. 312 312 313 -* Human reviewer/expert validation 314 -* Quality standards confirmed 315 -* For Tier A: Expert approval required 316 -* For Tier B/C: Reviewer approval sufficient 292 +1. **Moderator Oversight** 293 +Triggered by suspicious behavior. 317 317 318 -**Trigger**: Human review completion 295 +**Flow:** 296 +Submit → Auto-check → Review → Expert → Moderator (if needed) 319 319 320 -=== Mode 3 → Mode 1 (Demotion) === 321 - 322 -**Rare - Only if**: 323 - 324 -* New evidence contradicts verdict 325 -* Error discovered in reasoning 326 -* Source retraction 327 - 328 -**Process**: 329 - 330 -1. Content flagged for re-evaluation 331 -2. Moved to draft (Mode 1) 332 -3. Re-processed through workflow 333 -4. Reason for demotion documented 334 - 335 335 ---- 336 336 337 -== UserActionsAcrossModes==300 +== AKEL Workflow == 338 338 339 -=== On Mode 1 (Draft) Content === 302 +**Purpose:** 303 +Support extraction, drafting, structuring, and contradiction detection. 340 340 341 - **Contributors**:305 +=== Stages === 342 342 343 -* Edittheirowndrafts344 - *Submitforreview307 +**A — Input Understanding:** 308 +Extraction, normalization, classification. 345 345 346 -**Reviewers/Experts**: 310 +**B — Scenario Drafting:** 311 +Definitions, boundaries, assumptions. 347 347 348 -* View and comment 349 -* Request changes 350 -* Approve for Mode 2 or Mode 3 313 +**C — Evidence Processing:** 314 +Retrieval, summarization, ranking. 351 351 352 -=== On Mode 2 (AI-Generated) Content === 316 +**D — Verdict Drafting:** 317 +Likelihood, explanations, uncertainties. 353 353 354 -**All Users**: 319 +**E — Safety & Integrity:** 320 +Contradictions, hallucination detection. 355 355 356 -* Read and use content 357 -* Request human review 358 -* Flag for expert attention 359 -* Provide feedback 322 +**F — Human Approval:** 323 +Reviewer and/or expert. 360 360 361 -**Reviewers/Experts**: 325 +**Flow:** 326 +Input → Drafts → Integrity → Human Approval 362 362 363 -* Validate for Mode 3 transition 364 -* Edit and refine 365 -* Adjust risk tier if needed 366 - 367 -=== On Mode 3 (Human-Reviewed) Content === 368 - 369 -**All Users**: 370 - 371 -* Read with highest confidence 372 -* Still can flag if new evidence emerges 373 - 374 -**Reviewers/Experts**: 375 - 376 -* Update if needed 377 -* Trigger re-evaluation if new evidence 378 - 379 379 ---- 380 380 381 -== DiagramReferences==330 +== Global Trigger Flow (Cascade) == 382 382 383 -=== Claim and Scenario Lifecycle (Overview) === 332 +Trigger Sources: 333 +* Claim change 334 +* Scenario change 335 +* Evidence change 336 +* Verdict contradiction 337 +* Federation update 338 +* AKEL model improvements 384 384 385 -{{include reference="FactHarbor.Archive.FactHarbor V0\.9\.23 Lost Data.Organisation.Diagrams.Claim and Scenario Lifecycle (Overview).WebHome"/}} 340 +**Cascade Flow:** 341 +Trigger → Dependency Graph → Re-evaluation → Updated Verdicts 386 386 387 -=== Claim and Scenario Workflow === 388 - 389 -{{include reference="Test.FactHarborV09.Specification.Diagrams.Claim and Scenario Workflow.WebHome"/}} 390 - 391 -=== Evidence and Verdict Workflow === 392 - 393 -{{include reference="Test.FactHarborV09.Specification.Diagrams.Evidence and Verdict Workflow.WebHome"/}} 394 - 395 -=== Quality and Audit Workflow === 396 - 397 -{{include reference="Test.FactHarborV09.Specification.Diagrams.Quality and Audit Workflow.WebHome"/}} 398 - 399 - 400 - 401 -{{include reference="Test.FactHarborV09.Specification.Diagrams.Manual vs Automated matrix.WebHome"/}} 402 - 403 ----- 404 - 405 -== Related Pages == 406 - 407 -* [[AKEL (AI Knowledge Extraction Layer)>>FactHarbor.Specification.AI Knowledge Extraction Layer (AKEL).WebHome]] 408 -* [[Automation>>FactHarbor.Specification.Automation.WebHome]] 409 -* [[Requirements (Roles)>>FactHarbor.Specification.Requirements.WebHome]] 410 -* [[Governance>>FactHarbor.Organisation.Governance]]