feat: Phase 1 FDA host-operator Role and railiance01 pilot (WP-0009 T02–T07)
Lock DEC-FDA-001 working defaults; add roles/host-operator package with OS/security and load protocols; scaffold eng-coulomb-railiance01-ho-001 with bound agent, vault, ramp checklists, and Kai quote/ledger.
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@ -347,6 +347,9 @@ Schema: [integrations/schedule-schema.md](integrations/schedule-schema.md).
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- [ADR-005: Scheduled Agent Execution](adr/ADR-005-scheduled-agent-execution.md)
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- [ADR-006: Customer Engagement Convention](adr/ADR-006-customer-engagement-convention.md)
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- [Forward-Deployed Engagement Architecture](forward-deployed-engagement-architecture.md) — client-requestable Roles, ramp-up/down, client vaults
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- [DEC-FDA-001 working defaults](decisions/DEC-FDA-001-working-defaults.md)
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- [roles/host-operator](../roles/host-operator/) — first Role package (pilot)
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- [engagements/pilots/eng-coulomb-railiance01-ho-001](../engagements/pilots/eng-coulomb-railiance01-ho-001/) — Phase 1 pilot tree
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- [wiki/ForwardDeployedAgencyBusinessModel.md](../wiki/ForwardDeployedAgencyBusinessModel.md) — Kai trial currency, seats/duties, confidentiality
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- [wiki/EcosystemIntegration.md](../wiki/EcosystemIntegration.md) — two-layer measurement model
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- [WP-0002: Agency Framework](../workplans/kaizen-agentic-WP-0002-agency-framework.md)
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docs/decisions/DEC-FDA-001-working-defaults.md
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docs/decisions/DEC-FDA-001-working-defaults.md
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# DEC-FDA-001 — Forward-deployed agency working defaults
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**Status:** accepted (working default; sponsor may override)
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**Date:** 2026-07-16
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**Workplan:** KAIZEN-WP-0009-T02
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**Deciders:** kaizen-agentic (implementation default for Phase 1 pilot)
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## Context
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Architecture open questions blocked Phase 1 scaffolding. We lock **working
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defaults** so host-operator @ railiance01 can proceed without waiting on a
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separate product decision cycle. Overrides are welcome; change this DEC and
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bump architecture/business model versions.
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## Decisions
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### D1 — Kai ledger home
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**Decision:** Phase 1 uses a **file-based JSONL ledger** at
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`engagements/.../commercial/ledger.jsonl` (schema in architecture §10).
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No State Hub extension and no finance-system integration in Phase 1.
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**Rationale:** Offline, reviewable, zero new infrastructure; enough to prove
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unit economics before EUR.
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### D2 — Engagement store placement
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**Decision:**
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| Artifact | Location |
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|----------|----------|
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| Role packages (supplier IP) | `kaizen-agentic/roles/<role-id>/` |
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| Pilot engagement tree | `kaizen-agentic/engagements/pilots/<engagement-id>/` |
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| Future production client vaults | Client-owned repo (e.g. railiance-hosts or dedicated ops-engagements); pilot may be **copied** out later |
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**Rationale:** Keep Phase 1 self-contained in the supplier repo for iteration.
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Client-owned vault remains the confidentiality rule; pilot path is scaffolding,
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not a claim of ownership of operational knowledge.
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### D3 — Multi-target binding
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**Decision:** **One Engagement, N Targets.** One bound agent definition;
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baselines and findings are per-target under `vault/baselines/<target-id>.md`.
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Pilot has N=1 (`railiance01`).
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### D4 — Metrics sharing with supplier optimizer
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**Decision:** **Opt-in, default off.** Pilot does not publish vault content or
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raw metrics to supplier optimizer. Local `.kaizen/metrics` or engagement
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`reports/` only. Shared aggregates require `contribute_metrics: approved` on
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the engagement record (not set for pilot).
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### D5 — Craft base for host-operator
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**Decision:** `base_agent: sys-medic`. Bound definition may start as sys-medic
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prompt + engagement binding appendix; Role package owns charter, protocols, and
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memory template.
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### D6 — Privilege policy
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**Decision:** `privileged_ops`, package upgrade, firewall change, and reboot
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require **recorded human approval** in the vault session log before execution.
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Observe-class work does not.
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## Consequences
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- Phase 1 pilot proceeds under `engagements/pilots/eng-coulomb-railiance01-ho-001/`
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- Architecture and business model docs promote to **v0.2 (working accepted)**
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- ADR-007 may later elevate these defaults to fleet convention (T11)
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## Related
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- [forward-deployed-engagement-architecture.md](../forward-deployed-engagement-architecture.md)
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- [ForwardDeployedAgencyBusinessModel.md](../../wiki/ForwardDeployedAgencyBusinessModel.md)
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- KAIZEN-WP-0009
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# Forward-Deployed Engagement Architecture
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**Status:** draft specification v0.1
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**Status:** v0.2 working accepted (DEC-FDA-001 defaults)
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**Date:** 2026-07-16
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**Type:** architecture extension (not yet an accepted ADR)
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**Type:** architecture extension (ADR-007 optional later — WP-0009 T11)
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**Companion business model:** [wiki/ForwardDeployedAgencyBusinessModel.md](../wiki/ForwardDeployedAgencyBusinessModel.md)
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**Decisions:** [docs/decisions/DEC-FDA-001-working-defaults.md](decisions/DEC-FDA-001-working-defaults.md)
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**Extends:** ADR-002 (memory), ADR-003 (protocols), ADR-005 (schedule), ADR-006 (customer engagement)
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**Pilot tree:** `engagements/pilots/eng-coulomb-railiance01-ho-001/`
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---
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@ -681,18 +683,27 @@ kaizen-agentic once pilot checklist passes twice.
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## 15. Open technical questions
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1. Single monorepo path `engagements/` vs dedicated client engagement repo per company?
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(**Recommend:** dedicated client repo or subdirectory in existing ops repo — e.g. railiance-hosts or a new `coulomb-ops-engagements`.)
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2. Should bound definitions be signed (supply-chain) for production host ops?
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3. Multi-target engagements: one agent definition vs. one per host?
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(**Recommend:** one engagement, N targets, N baseline files.)
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4. How aggressively to share metrics aggregates with supplier optimizer by default?
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(**Recommend:** off until opt-in flag on engagement.)
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Resolved for Phase 1 by [DEC-FDA-001](decisions/DEC-FDA-001-working-defaults.md):
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| Question | Working default |
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|----------|-----------------|
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| Engagement store | Pilot under `engagements/pilots/` in kaizen-agentic; production vaults client-owned later |
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| Multi-target | One engagement, N targets, N baseline files |
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| Metrics to supplier optimizer | Opt-in, default off |
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| Kai ledger | File JSONL under engagement `commercial/` |
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Still open (non-blocking):
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1. Should bound definitions be signed (supply-chain) for production host ops?
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2. When to copy pilot vault to a client-owned repo for pure custody?
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---
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## Related documents
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- [DEC-FDA-001](decisions/DEC-FDA-001-working-defaults.md)
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- [roles/host-operator](../roles/host-operator/)
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- [pilot engagement](../engagements/pilots/eng-coulomb-railiance01-ho-001/)
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- [wiki/ForwardDeployedAgencyBusinessModel.md](../wiki/ForwardDeployedAgencyBusinessModel.md)
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- [agency-framework.md](agency-framework.md)
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- [adr/ADR-006-customer-engagement-convention.md](adr/ADR-006-customer-engagement-convention.md)
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