Briefs index

Briefs prepared for people outside the team. None has been sent. None asserts a legal or accounting conclusion. No ROADMAP gate is ticked by writing a brief; a gate closes only when the written answer is received and built.

Brief	Goes to	ROADMAP gate it closes	Blocked until answered
2026-10-04-public-api-counsel-questions.md (existing, unchanged)	Counsel	Public API and webhooks: “counsel’s wording of the acknowledgement” (owner gate G1)	Enabling the public API or webhooks for any real customer (at least Q1, Q3, Q4); replacing provisional wording draft-1
2026-10-05-consolidation-adviser-questions.md	Accounting or corporate adviser (Malaysia)	Consolidation stage 1: “adviser confirms Companies Act 2016 s.4 and the accounting-records retention period”; stage 2: adviser confirmation of spec section 14 (D16)	Dropping “presumed” from derived relationship labels; showing a run outside the owner’s team or as anything but a management consolidation; final retention constants
2026-10-05-ai-features-tax-agent-and-counsel.md	Tax agent and counsel together	AI features: “counsel and a tax agent on spec section 6 (PDPA, 11A.1)” (owner decisions D2, D3)	Any external (Tier 2) model; a defined bar for moving an organization from shadow to live; real employee data in claim flags
2026-10-05-aging-owner-questions.md	Owner	Aging filters, invoice analysis and supplier statement: the OWNER rulings (A3, A6, A7, A8, A14)	Nothing: built on the stated defaults

Also open and not covered by a brief: the older longer adviser and owner brief 2026-10-04-phase-6-adviser-and-owner-questions.md (Part A overlaps the consolidation brief above and has more questions; Part B is owner rulings, already made).