# Holdings census executive report

Domain **bocg**, run `20261018T003131Z`, 4 roots. Six blocks in order: raw material, hygiene, substrate mapping, ontology counts, packaging, valuation. Counts and digests only; detail rows stay in the run directory, and every token here passes the report lexicon.

## 1. Raw material

19,992 files, 8,312 MB; 17,147 text units with 2,270,994 lines and 12,526,708 word tokens. Formats: correspondence 11,022, bulk-or-notification 3,220, document 1,630, personal-or-home 1,257, binary 1,200, document-text 782, code 624, notes 161, prose 66, ticket-export-or-table 15, hr-policy 7, log 4, email-thread 4.

| root | files | MB | text units | lines | word tokens | top extensions |
|---|---:|---:|---:|---:|---:|---|
| archives | 583 | 22 | 581 | 498,243 | 2,085,570 | py 312, cs 146, leaf 54, xml 22 |
| working-folder | 232 | 39 | 227 | 787,753 | 3,994,769 | none 85, txt 72, cs 41, sql 9 |
| forensic-mail | 15,499 | 479 | 15,499 | 615,240 | 4,231,919 | eml 15,499 |
| forensic-docs | 3,678 | 7,773 | 840 | 369,758 | 2,214,450 | pdf 1,577, doc 396, exe 344, docx 261 |

## 2. Hygiene

Documents: 782 of 1,630 read (soffice 258, pymupdf 403, skipped 824, cache 121, failed 24); skip or fail reason classes: recycle bin index stub 814, no text extracted 24, no signature 7, under minimum size 3. Spans: unique 19,323, exact-duplicate 5,257, near-duplicate 4,388, boilerplate 3,761, quoted-reply 2,440; unique span share 0.549; bulk units sampled 2.

| root | text units | binary | mail unparseable | documents read / counted | exact duplicates | near duplicates | distinct | unique span share |
|---|---:|---:|---:|---|---:|---:|---:|---:|
| archives | 581 | 2 | 0 | 0 / 0 | 11 | 3 | 572 | 0.963 |
| working-folder | 227 | 3 | 0 | 2 / 2 | 99 | 7 | 133 | 0.638 |
| forensic-mail | 15,499 | 0 | 0 | 0 / 0 | 2,505 | 0 | 14,249 | 0.483 |
| forensic-docs | 840 | 1,195 | 0 | 780 / 1,628 | 600 | 3 | 3,078 | 0.568 |

## 3. Substrate mapping

Substrate bocg (v0.6.2 at 99370e50), 482 strong and 59 weak terms in this run; generic excluded: office. Rule: in-domain = >= 2 strong (df < 0.05) + >= 1 seed term + >= 3.0/1k words; generic df >= 0.25 excluded.

In-domain: 3,754 units, 4,879,263 words (3,091,021 outside the measured base), 6,864 unique spans. Precision posterior 0.5 (95% 0.0943 to 0.9057) from 0 relevance rulings at certainty 0.146: in-domain units adjusted 354 / 1,877 / 3,400.

Spans: 35,169 total, 19,323 unique; words per span p10/p50/p90 33/132/303. Complexity medium 4,420, low 14,442, high 461, mean score 1.19.

| dimension | assigned | assignable | unassignable | basis |
|---|---:|---:|---:|---|
| time | 12,679 | 3,479 | 3,165 | inline 2,239, inherited-unit 3,461, none 3,165, filename 18, header 10,440 |
| institution | 4,162 | 4,266 | 10,895 | config-file 2,469, none 8,215, era 4,203, config-root 1,693, mail-domain 63, era-ambiguous 2,680 |

| institution | era bands | basis |
|---|---|---|
| home-bank | 2020 to 2026 | derived-from-archive-dates |
| institution-1 | 2009 to 2009; 2011 to 2011; 2018 to 2018 | derived-from-archive-dates |
| institution-2 | 2012 to 2014 | derived-from-archive-dates |
| institution-3 | 2011 to 2012 | derived-from-archive-dates |

Linkage: degree bands 0 8,971, 10+ 2,911, 3-9 3,350, 1-2 4,091; components count 11,645, size_bands 0 8,971, 10+ 220, 1-2 1,783, 3-9 671, episode_shaped 411.

| division | units | words | spans |
|---|---:|---:|---:|
| fx_trading | 291 | 1,650,393 | 808 |
| credit_trading | 367 | 708,831 | 1,216 |
| rates_trading | 388 | 622,307 | 995 |
| prime_brokerage_financing | 564 | 439,872 | 1,185 |
| equities_trading | 561 | 372,127 | 1,104 |
| buyside_trading_execution | 148 | 232,246 | 577 |
| commodities_trading | 487 | 211,943 | 839 |
| repo_secfin_collateral | 11 | 190,591 | 219 |
| listed_derivatives_client_clearing | 121 | 75,863 | 305 |
| trade_lifecycle_operations | 140 | 73,844 | 364 |
| regulatory_transaction_reporting | 134 | 57,163 | 262 |
| em_trading | 36 | 40,490 | 198 |

## 4. Ontology counts

In SKU order; anchored expectations with Poisson 95% intervals; ratified at the survival posterior. Base: 2,375 spans in the measured base carry trace 62, episode 321, outcome 56, atom 2,348.

| kind | expected | 95% interval | ratified | ratified band | spans with mass |
|---|---:|---|---:|---|---:|
| trace | 135.3 | 112.5 to 158.1 | 67.7 | 10.6 to 143.2 | 5,063 |
| episode | 823.5 | 767.3 to 879.8 | 411.8 | 72.4 to 796.8 | 4,481 |
| outcome | 168.3 | 142.9 to 193.8 | 84.2 | 13.5 to 175.5 | 4,481 |
| atom | 3990.3 | 3866.5 to 4114.1 | 1995.1 | 364.6 to 3726.1 | 5,063 |

Adjudication: 0 ratification rulings (0 ratified) and 0 relevance rulings in the ledger; survival prior mean 0.5 at strength 4.0, posterior mean 0.5 (95% 0.0943 to 0.9057); certainty index 0.146. Uplift: 20 further rulings lift it to 0.591; 40 further rulings lift it to 0.694; 100 further rulings lift it to 0.799; 200 further rulings lift it to 0.856; rulings to reach 0.5: 12, to reach 0.8: 101.

| root | rulings | ratified | survival mean | certainty | rulings to 0.8 |
|---|---:|---:|---:|---:|---:|
| archives | 0 | 0 | 0.5 | 0.146 | 101 |
| working-folder | 0 | 0 | 0.5 | 0.146 | 101 |
| forensic-mail | 0 | 0 | 0.5 | 0.146 | 101 |
| forensic-docs | 0 | 0 | 0.5 | 0.146 | 101 |

Cross readings: word anchored 649 raw / 324 ratified episodes, 4,745 atoms, 113 consequential, 46.3 SME hours; structural 1,340 candidate spans in 179 episode shaped components. three readings by design: word anchored (one measured stratum), structural (ledger candidates), probabilistic (anchored rates); rulings arbitrate.

| division | trace | episode | outcome | atom | certainty |
|---|---:|---:|---:|---:|---:|
| credit_trading | 16.9 | 104.2 | 20.7 | 509.9 | 0.146 |
| equities_trading | 16.2 | 99.6 | 20.4 | 478.6 | 0.146 |
| prime_brokerage_financing | 14.5 | 89.3 | 18.7 | 442.8 | 0.146 |
| rates_trading | 13.8 | 83.6 | 17.3 | 408.9 | 0.146 |
| commodities_trading | 12.8 | 76.4 | 16.0 | 345.9 | 0.146 |
| fx_trading | 8.8 | 53.7 | 10.8 | 249.7 | 0.146 |
| buyside_trading_execution | 6.0 | 34.6 | 7.4 | 195.0 | 0.146 |
| equity_derivatives_structured | 5.0 | 31.4 | 6.3 | 153.5 | 0.146 |
| securitised_products | 3.8 | 24.0 | 4.8 | 119.1 | 0.146 |
| trade_lifecycle_operations | 3.9 | 22.7 | 4.7 | 101.7 | 0.146 |

## 5. SKU packaging

Rules: set_size_episodes 40, family_min_ratified_episodes 8, models_per_set_assumed 1. rough transformation of uncertain value; every count carries its band; the band is the adjudication headroom; packaging rules are declared, not measured. Certainty index 0.146 with 0 rulings; low and high are the ratified credible band.

| unit | definition | low | mid | high |
|---|---|---:|---:|---:|
| calibrated_synthetic_episodes | one synthetic episode calibrated on one ratified source episode | 72.4 | 411.8 | 796.8 |
| sealed_sets_S1 | private sealed set of 40 episodes, one customer, exclusive | 1.81 | 10.29 | 19.92 |
| evidence_packs_S2 | evaluation run plus evidence pack, per model per set | 1.81 | 10.29 | 19.92 |
| custom_families_S3 | operational family with at least 8 ratified episodes in one division | 0 | 15 | 22 |
| calibration_base | none | | | |

Supporting ratified expectations behind the episodes: traces_ratified low 10.6, mid 67.7, high 143.2, outcomes_ratified low 13.5, mid 84.2, high 175.5, atoms_ratified low 364.6, mid 1995.1, high 3726.1.

| division | ratified episodes low / mid / high | family at low / mid / high |
|---|---|---|
| credit_trading | 7.9 / 52.1 / 112.5 | no / yes / yes |
| equities_trading | 7.5 / 49.8 / 107.9 | no / yes / yes |
| prime_brokerage_financing | 6.7 / 44.7 / 97.7 | no / yes / yes |
| rates_trading | 6.2 / 41.8 / 91.9 | no / yes / yes |
| commodities_trading | 5.6 / 38.2 / 84.7 | no / yes / yes |
| fx_trading | 3.7 / 26.9 / 61.6 | no / yes / yes |
| buyside_trading_execution | 2.2 / 17.3 / 41.8 | no / yes / yes |
| equity_derivatives_structured | 1.9 / 15.7 / 38.4 | no / yes / yes |
| securitised_products | 1.4 / 12.0 / 30.4 | no / yes / yes |
| trade_lifecycle_operations | 1.3 / 11.3 / 29.0 | no / yes / yes |
| listed_derivatives_client_clearing | 1.1 / 10.4 / 27.0 | no / yes / yes |
| xva_counterparty_risk | 1.1 / 10.4 / 26.9 | no / yes / yes |

## 6. Valuation

Currency GBP; prices finger_in_air from the pricing config.

| line | count low / mid / high | price band | low | mid | high |
|---|---|---|---:|---:|---:|
| sealed_sets_S1 | 1.81 / 10.29 / 19.92 | 15,000; 30,000; 50,000 | 27,150 | 308,700 | 996,000 |
| evidence_packs_S2 | 1.81 / 10.29 / 19.92 | 2,000; 5,000; 9,000 | 3,620 | 51,450 | 179,280 |
| custom_families_S3 | 0 / 15 / 22 | 20,000; 40,000; 80,000 | 0 | 600,000 | 1,760,000 |
| calibrated_synthetic_episodes | 72.4 / 411.8 / 796.8 | 150; 400; 800 | 10,860 | 164,720 | 637,440 |

Best single line custom_families_S3: 0 / 600,000 / 1,760,000 GBP; its band width 1,760,000 GBP is the adjudication headroom at certainty index 0.146. Sum of lines (alternative packagings, not additive): 41,630 / 1,124,870 / 3,572,720 GBP.

| division | episode supply low / mid / high | family low / mid / high |
|---|---|---|
| credit_trading | 1,185 / 20,840 / 90,000 | 0 / 40,000 / 80,000 |
| equities_trading | 1,125 / 19,920 / 86,320 | 0 / 40,000 / 80,000 |
| prime_brokerage_financing | 1,005 / 17,880 / 78,160 | 0 / 40,000 / 80,000 |
| rates_trading | 930 / 16,720 / 73,520 | 0 / 40,000 / 80,000 |
| commodities_trading | 840 / 15,280 / 67,760 | 0 / 40,000 / 80,000 |
| fx_trading | 555 / 10,760 / 49,280 | 0 / 40,000 / 80,000 |
| buyside_trading_execution | 330 / 6,920 / 33,440 | 0 / 40,000 / 80,000 |
| equity_derivatives_structured | 285 / 6,280 / 30,720 | 0 / 40,000 / 80,000 |
| securitised_products | 210 / 4,800 / 24,320 | 0 / 40,000 / 80,000 |
| trade_lifecycle_operations | 195 / 4,520 / 23,200 | 0 / 40,000 / 80,000 |
| listed_derivatives_client_clearing | 165 / 4,160 / 21,600 | 0 / 40,000 / 80,000 |
| xva_counterparty_risk | 165 / 4,160 / 21,520 | 0 / 40,000 / 80,000 |

- lines are alternative packagings of the same episodes, not additive revenue; the total is an upper envelope
- prices are hypotheses until a deal replaces them
- nothing here is a claim about recovered doctrine or buyer demand

## Change since the previous run

Previous run `20261016T060747Z`: 515 units added, 0 changed, 0 removed; in-domain words -2,905,975; raw episodes +40.

## Decisions needed

1. Rule on the blind sample and export it to the ledger so both posteriors move off their priors.
2. Confirm the institution labels and era bands; unassignable spans cannot be packaged as calibration base for any institution.
3. Replace the price bands with quotes as deals land; until then block 6 is an envelope, not a forecast.
4. Decide whether bulk units are segmented or excluded by rule, and review documents that could not be read.