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Determinism

Rules & evidence

Deterministic rules run before any AI-assisted assessment. Each rule declares its inputs and the evidence it relies on.

ruleset-2026.03.1
HARD

A FAIL excludes the candidate. Cannot be rescued by score or by a strong profile elsewhere.

CONDITIONAL

Produces an open condition. Unresolved inputs stay CONDITIONAL — never silently PASS.

SOFT

Feeds scoring only. Never excludes a candidate on its own.

COMPATIBILITY

Checks operational fit such as custody rails and settlement.

Rule catalogue

14 rules in this ruleset

Rule IDCodeNameTypeInputsDeterminismEvidence
R-011COMPAT.CUSTODY.ISINISIN / ICSD settlementCOMPATIBILITYacc.custodyDETERMINISTIC
R-003COND.OPS.DEPOSITARYDepositary appointmentCONDITIONALacc.depositaryDETERMINISTIC
R-014COND.TAX.SUBSTANCESubstance adequacyCONDITIONALtax.substanceDETERMINISTIC
R-005HARD.ASSET.ELIGIBLE_ASSETSEligible asset perimeterHARDunder.typeDETERMINISTIC
R-007HARD.ASSET.ORIGINATIONLoan origination capabilityHARDunder.originatedDETERMINISTIC
R-004HARD.ASSET.SINGLE_OBLIGORSingle-obligor concentrationHARDunder.concentrationDETERMINISTIC
R-099HARD.CONFIG.RULESET_UNAVAILABLERuleset availabilityHARDDETERMINISTIC
R-020HARD.DIST.PASSPORT_ELIGIBILITYAIFMD passport eligibilityHARDdist.regime, dist.countriesDETERMINISTIC
R-001HARD.INVESTOR.ELIGIBILITYInvestor eligibility perimeterHARDinv.typesDETERMINISTIC
R-002HARD.MANAGER.AIFMAuthorised AIFM requiredHARDclient.managerDETERMINISTIC
R-040HARD.RISK.ISSUER_CREDITIssuer credit exposureHARDcase.objectiveDETERMINISTIC
R-031HARD.TIME.DEADLINEHard external deadlineHARDtime.launch, time.harddeadlineDETERMINISTIC
R-021SOFT.DIST.PASSPORTDistribution passport availabilitySOFTdist.countriesDETERMINISTIC
R-030SOFT.TIME.LAUNCHLaunch window feasibilitySOFTtime.launchAI_ASSISTED

Evidence register

UNVERIFIED or STALE evidence never upgrades an UNKNOWN requirement

  • Draft facility agreement v4

    Nordhaven_Mezz_Facility_v4.pdf · cl. 3.1, 14.2

    [SYNTHETIC] The Facility shall be advanced to the German Borrower in a single tranche and shall rank second behind the Senior Facility.

    VERIFIED2026-09-05 08:12 UTC
  • Withholding analysis memo (demo)

    Internal memo FL-TAX-0221 · §2

    [SYNTHETIC] Interest payments are modelled as free of source withholding under the assumed treaty position; position not yet confirmed by external counsel.

    UNVERIFIED2026-09-07 14:30 UTC
  • AIFM letter of appointment (draft)

    LOA_AIFM_draft_2026-08-28.docx

    [SYNTHETIC] The AIFM accepts appointment subject to completion of onboarding and depositary selection.

    STALE2026-08-28 09:00 UTC
  • Custody & settlement requirement note

    FL-OPS-014 · Custody rails

    [SYNTHETIC] Private bank custodians in scope require an ISIN with ICSD eligibility for booking on client accounts.

    VERIFIED2026-09-06 11:45 UTC
  • Wrapper factsheet — RAIF SCSp

    Universe entry WRP-LU-RAIF-SCSP · rev 2026.03

    [SYNTHETIC] Reserved vehicle available to well-informed investors; requires an authorised AIFM and a depositary.

    VERIFIED2026-09-01 07:00 UTC
  • Retail authorisation perimeter

    Demo regulatory extract DR-2026-11 · art. 8

    [SYNTHETIC] A retail-authorised vehicle may not hold a single obligor exposure above the stated diversification threshold.

    VERIFIED2026-09-03 16:20 UTC
  • Loan-origination capability matrix

    FL-RULES-LOANORIG · table 2

    [SYNTHETIC] Certain wrappers may acquire but not originate loans; origination requires a loan-originating regime.

    VERIFIED2026-09-02 12:00 UTC

Synthetic demo data. Wrappers, rules, evidence and scores are fabricated for design review and are not legal, tax or regulatory advice.