# GENESIS PATENT MASTERY SERIES PRD

**Version**: 1.0
**Priority**: P0-CRITICAL
**Deadline**: June 2026 (Provisional Patent Expiry)
**Owner**: AIVA Queen
**Status**: ACTIVE

---

## EXECUTIVE SUMMARY

Genesis holds 9 provisional patents (P1-P9) forming an impenetrable moat around AI validation technology. Patents 10-14 were discontinued. These patents are provisional until **June 2nd-3rd, 2026**.

**Strategic Reality**: Funding for non-provisional conversion ($135k-150k) is unlikely by June 2026.

**Strategic Pivot**: File NEW provisional applications with improvements by **April 2026**, extending protection to June 2027. This provides:
- 12 additional months for commercial licensing proof
- Time for funding raise
- Access to better agentic AI for building patent implementations
- Monthly refinement cycles to strengthen patents before re-filing

This PRD instructs AIVA to:
1. Read, index, classify, and summarize all Genesis patent documents
2. Build comprehensive knowledge graph integration
3. Create patent MCP server for programmatic access
4. Develop investor presentations
5. Create pilot program materials
6. **Execute monthly patent strengthening cycles (Jan-Apr 2026)**
7. **Research and incorporate emerging tech into patent claims**
8. **Prepare April 2026 new provisional filing package**

---

## PATENT PORTFOLIO SUMMARY

| Patent | Title | Core Innovation |
|--------|-------|-----------------|
| **P1** | Cryptographic Validation | Ed25519 signatures on AI outputs |
| **P2** | Currency Validation | Information staleness detection |
| **P3** | Multi-Dimensional Risk Assessment | Risk scoring for AI business advice |
| **P4** | Immutable Audit Trail | Blockchain-inspired validation logging |
| **P5** | Multi-Model Consensus | 3+ model voting mechanism |
| **P6** | Dynamic Confidence Scoring | Adaptive confidence calculation |
| **P7** | Real-Time Hallucination Detection | Fact-checking against vector memory |
| **P8** | Privacy-Preserving Validation | PII detection and redaction |
| **P9** | Automated Validation Threshold | Self-improving trust scoring |

**Triple Gate Architecture:**
- **Gate 1 (Foundation)**: P1, P2, P4 - Cryptographic + Currency + Audit
- **Gate 2 (Intelligence)**: P3, P5, P6 - Risk + Consensus + Confidence
- **Gate 3 (Real-time)**: P7, P8, P9 - Hallucination + Privacy + Adaptive

---

## STORIES

### PHASE 1: DOCUMENT INGESTION & INDEXING (Stories 1-9)

#### PM-001: Ingest Patent 1 - Cryptographic Validation
**Story**: Read and process `/mnt/e/genesis-system/docs/GENESIS PATENTS/PATENTS -PDF format/Patent_1_Cryptographic_Validation.pdf`
**Acceptance Criteria**:
- Extract full text using PDF parsing
- Create structured summary: problem, solution, claims, key innovations
- Save to `/mnt/e/genesis-system/KNOWLEDGE_GRAPH/patent_summaries/P1_summary.json`
- Log completion with file hash verification
**Max Iterations**: 30

#### PM-002: Ingest Patent 2 - Currency Validation
**Story**: Read and process `/mnt/e/genesis-system/docs/GENESIS PATENTS/PATENTS -PDF format/Patent_2_Currency_Validation.pdf`
**Acceptance Criteria**:
- Extract full text using PDF parsing
- Create structured summary: problem, solution, claims, key innovations
- Save to `/mnt/e/genesis-system/KNOWLEDGE_GRAPH/patent_summaries/P2_summary.json`
- Log completion with file hash verification
**Max Iterations**: 30

#### PM-003: Ingest Patent 3 - Risk Assessment
**Story**: Read and process `/mnt/e/genesis-system/docs/GENESIS PATENTS/PATENTS -PDF format/Patent 3 - MULTI-DIMENSIONAL RISK ASSESSMENT SYSTEM FOR AI-GENERATED BUSINESS ADVICE.pdf`
**Acceptance Criteria**:
- Extract full text using PDF parsing
- Create structured summary: problem, solution, claims, key innovations
- Save to `/mnt/e/genesis-system/KNOWLEDGE_GRAPH/patent_summaries/P3_summary.json`
- Log completion with file hash verification
**Max Iterations**: 30

#### PM-004: Ingest Patent 4 - Audit Trail
**Story**: Read and process `/mnt/e/genesis-system/docs/GENESIS PATENTS/PATENTS -PDF format/Patent 4 - IMMUTABLE AUDIT TRAIL SYSTEM FOR AI VALIDATION DECISIONS.pdf`
**Acceptance Criteria**:
- Extract full text using PDF parsing
- Create structured summary: problem, solution, claims, key innovations
- Save to `/mnt/e/genesis-system/KNOWLEDGE_GRAPH/patent_summaries/P4_summary.json`
- Log completion with file hash verification
**Max Iterations**: 30

#### PM-005: Ingest Patent 5 - Multi-Model Consensus
**Story**: Read and process `/mnt/e/genesis-system/docs/GENESIS PATENTS/PATENTS -PDF format/Patent 5 - Multi-Model Consensus Validation System.pdf`
**Acceptance Criteria**:
- Extract full text using PDF parsing
- Create structured summary: problem, solution, claims, key innovations
- Save to `/mnt/e/genesis-system/KNOWLEDGE_GRAPH/patent_summaries/P5_summary.json`
- Log completion with file hash verification
**Max Iterations**: 30

#### PM-006: Ingest Patent 6 - Confidence Scoring
**Story**: Read and process `/mnt/e/genesis-system/docs/GENESIS PATENTS/PATENTS -PDF format/PATENT 6 - DYNAMIC CONFIDENCE SCORING SYSTEM FOR AI RESPONSE VALIDATION.pdf`
**Acceptance Criteria**:
- Extract full text using PDF parsing
- Create structured summary: problem, solution, claims, key innovations
- Save to `/mnt/e/genesis-system/KNOWLEDGE_GRAPH/patent_summaries/P6_summary.json`
- Log completion with file hash verification
**Max Iterations**: 30

#### PM-007: Ingest Patent 7 - Hallucination Detection
**Story**: Read and process `/mnt/e/genesis-system/docs/GENESIS PATENTS/PATENTS -PDF format/PATENT 7 - Real-Time Hallucination Detection Method.pdf`
**Acceptance Criteria**:
- Extract full text using PDF parsing
- Create structured summary: problem, solution, claims, key innovations
- Save to `/mnt/e/genesis-system/KNOWLEDGE_GRAPH/patent_summaries/P7_summary.json`
- Log completion with file hash verification
**Max Iterations**: 30

#### PM-008: Ingest Patent 8 - Privacy-Preserving
**Story**: Read and process `/mnt/e/genesis-system/docs/GENESIS PATENTS/PATENTS -PDF format/PATENT 8 - PRIVACY-PRESERVING AI VALIDATION PROTOCOL FOR SENSITIVE DATA.pdf`
**Acceptance Criteria**:
- Extract full text using PDF parsing
- Create structured summary: problem, solution, claims, key innovations
- Save to `/mnt/e/genesis-system/KNOWLEDGE_GRAPH/patent_summaries/P8_summary.json`
- Log completion with file hash verification
**Max Iterations**: 30

#### PM-009: Ingest Patent 9 - Adaptive Thresholds
**Story**: Read and process `/mnt/e/genesis-system/docs/GENESIS PATENTS/PATENTS -PDF format/PATENT 9 - AUTOMATED VALIDATION THRESHOLD ADJUSTMENT SYSTEM FOR SELF-IMPROVING AI VALIDATION.pdf`
**Acceptance Criteria**:
- Extract full text using PDF parsing
- Create structured summary: problem, solution, claims, key innovations
- Save to `/mnt/e/genesis-system/KNOWLEDGE_GRAPH/patent_summaries/P9_summary.json`
- Log completion with file hash verification
**Max Iterations**: 30

---

### PHASE 2: STRATEGIC DOCUMENT INGESTION (Stories 10-15)

#### PM-010: Ingest Strategic Roadmap
**Story**: Read and process `/mnt/e/genesis-system/docs/GENESIS PATENTS/BUSINESS STRATEGY/GENESIS_STRATEGIC_ROADMAP_6MONTH_PATENT_CONVERSION.md`
**Acceptance Criteria**:
- Extract key milestones, costs, and timelines
- Create structured JSON with action items
- Save to `/mnt/e/genesis-system/KNOWLEDGE_GRAPH/patent_strategy/roadmap.json`
**Max Iterations**: 30

#### PM-011: Ingest Implementation Plan
**Story**: Read and process `/mnt/e/genesis-system/docs/GENESIS PATENTS/BUSINESS STRATEGY/GENESIS_IMPLEMENTATION_PLAN_PRIORITY_ORDER.md`
**Acceptance Criteria**:
- Extract priority order, dependencies, resource requirements
- Create structured JSON with implementation checklist
- Save to `/mnt/e/genesis-system/KNOWLEDGE_GRAPH/patent_strategy/implementation.json`
**Max Iterations**: 30

#### PM-012: Ingest Extension Strategy
**Story**: Read and process `/mnt/e/genesis-system/docs/GENESIS PATENTS/BUSINESS STRATEGY/PATENT_EXTENSION_STRATEGY_COSTS.md`
**Acceptance Criteria**:
- Extract cost breakdown per patent, deadline dates
- Create financial planning JSON
- Save to `/mnt/e/genesis-system/KNOWLEDGE_GRAPH/patent_strategy/extension_costs.json`
**Max Iterations**: 30

#### PM-013: Ingest Market Research
**Story**: Read and process `/mnt/e/genesis-system/docs/GENESIS PATENTS/RESEARCH REPORTS/Enterprise AI Validation Technology - Market Analysis & Company Rankings.docx`
**Acceptance Criteria**:
- Extract market size, competitors, positioning
- Create competitive landscape JSON
- Save to `/mnt/e/genesis-system/KNOWLEDGE_GRAPH/patent_strategy/market_research.json`
**Max Iterations**: 30

#### PM-014: Ingest Patent Conversations Archive
**Story**: Read and process `/mnt/e/genesis-system/docs/GENESIS PATENTS/CLAUDE-SUNAIVA PATENTS CONVERSATION ARCHIVE.docx`
**Acceptance Criteria**:
- Extract key decisions, rationale, pivots
- Create decision log JSON
- Save to `/mnt/e/genesis-system/KNOWLEDGE_GRAPH/patent_strategy/conversation_insights.json`
**Max Iterations**: 30

#### PM-015: Ingest Layman's Terms Description
**Story**: Read and process `/mnt/e/genesis-system/docs/GENESIS PATENTS/Laymans terms patent description.docx`
**Acceptance Criteria**:
- Extract simplified explanations for each patent
- Create investor-friendly descriptions
- Save to `/mnt/e/genesis-system/KNOWLEDGE_GRAPH/patent_strategy/layman_descriptions.json`
**Max Iterations**: 30

---

### PHASE 3: KNOWLEDGE GRAPH CONSTRUCTION (Stories 16-22)

#### PM-016: Create Patent Entity Graph
**Story**: Build comprehensive knowledge graph linking all 9 patents
**Acceptance Criteria**:
- Create entity for each patent with attributes
- Link patents by Gate (1, 2, 3)
- Link patents by shared concepts
- Save to `/mnt/e/genesis-system/KNOWLEDGE_GRAPH/entities/patent_portfolio.jsonl`
- Update `/mnt/e/genesis-system/KNOWLEDGE_GRAPH/entities.jsonl`
**Max Iterations**: 30

#### PM-017: Create Triple Gate Relationship Map
**Story**: Map the Triple Gate architecture into knowledge graph
**Acceptance Criteria**:
- Create Gate 1 entity with P1, P2, P4 relationships
- Create Gate 2 entity with P3, P5, P6 relationships
- Create Gate 3 entity with P7, P8, P9 relationships
- Create synergy relationships between gates
- Save to `/mnt/e/genesis-system/KNOWLEDGE_GRAPH/entities/triple_gate_map.json`
**Max Iterations**: 30

#### PM-018: Create Competitive Moat Graph
**Story**: Map patent defensive moat against competitors
**Acceptance Criteria**:
- Create nodes for each competitor approach
- Link to blocking patents
- Calculate moat strength metrics
- Save to `/mnt/e/genesis-system/KNOWLEDGE_GRAPH/entities/competitive_moat.json`
**Max Iterations**: 30

#### PM-019: Create Implementation-to-Patent Links
**Story**: Link Genesis codebase to patents it implements
**Acceptance Criteria**:
- Map `core/consciousness/boundaries.py` to P7 (Hallucination Detection)
- Map `AIVA/triple_gate_validator.py` to all 9 patents
- Map memory systems to P4 (Audit Trail)
- Save to `/mnt/e/genesis-system/KNOWLEDGE_GRAPH/entities/code_patent_links.json`
**Max Iterations**: 30

#### PM-020: Create Revenue Model Graph
**Story**: Map patents to revenue opportunities
**Acceptance Criteria**:
- Link each patent to licensing tier (MCP, Enterprise, Strategic)
- Calculate revenue per patent (from roadmap)
- Create financial projection links
- Save to `/mnt/e/genesis-system/KNOWLEDGE_GRAPH/entities/patent_revenue.json`
**Max Iterations**: 30

#### PM-021: Create Timeline Graph
**Story**: Map critical patent deadlines and milestones
**Acceptance Criteria**:
- Create nodes for provisional expiry (June 2026)
- Create nodes for conversion deadlines
- Link to required actions and costs
- Save to `/mnt/e/genesis-system/KNOWLEDGE_GRAPH/entities/patent_timeline.json`
**Max Iterations**: 30

#### PM-022: Create Axioms from Patent Knowledge
**Story**: Generate machine-readable axioms from patent portfolio
**Acceptance Criteria**:
- Create axioms for each patent's core claim
- Create axioms for Triple Gate relationships
- Create axioms for defensive moat assertions
- Append to `/mnt/e/genesis-system/KNOWLEDGE_GRAPH/axioms/patent_axioms.jsonl`
**Max Iterations**: 30

---

### PHASE 4: PATENT MCP SERVER (Stories 23-28)

#### PM-023: Create Patent MCP Server Scaffold
**Story**: Initialize MCP server for patent access
**Acceptance Criteria**:
- Create `/mnt/e/genesis-system/mcp-servers/patent-os/` directory
- Initialize npm package with MCP dependencies
- Create basic server structure
- Include TypeScript configuration
**Max Iterations**: 30

#### PM-024: Implement Patent Query Tool
**Story**: Create MCP tool for querying patent summaries
**Acceptance Criteria**:
- Tool: `query_patent` - Query specific patent by ID (P1-P9)
- Return structured summary, claims, innovations
- Include confidence scoring
- Add to `/mnt/e/genesis-system/mcp-servers/patent-os/src/tools/query_patent.ts`
**Max Iterations**: 30

#### PM-025: Implement Patent Search Tool
**Story**: Create MCP tool for semantic patent search
**Acceptance Criteria**:
- Tool: `search_patents` - Search across all patents by concept
- Use Qdrant vector similarity if available
- Fallback to keyword search
- Add to `/mnt/e/genesis-system/mcp-servers/patent-os/src/tools/search_patents.ts`
**Max Iterations**: 30

#### PM-026: Implement Moat Analysis Tool
**Story**: Create MCP tool for competitive moat analysis
**Acceptance Criteria**:
- Tool: `analyze_moat` - Check if approach is blocked by patents
- Input: technical approach description
- Output: blocking patents, workaround difficulty
- Add to `/mnt/e/genesis-system/mcp-servers/patent-os/src/tools/analyze_moat.ts`
**Max Iterations**: 30

#### PM-027: Implement Triple Gate Tool
**Story**: Create MCP tool for Triple Gate validation queries
**Acceptance Criteria**:
- Tool: `triple_gate_status` - Get status of all three gates
- Tool: `gate_patents` - Get patents for specific gate (1, 2, or 3)
- Add to `/mnt/e/genesis-system/mcp-servers/patent-os/src/tools/triple_gate.ts`
**Max Iterations**: 30

#### PM-028: Register Patent MCP Server
**Story**: Register patent-os server in Genesis MCP config
**Acceptance Criteria**:
- Update `/mnt/e/genesis-system/mcp-config.json` with patent-os entry
- Configure environment variables for patent data paths
- Test server initialization
- Document usage in README
**Max Iterations**: 30

---

### PHASE 5: PRESENTATION DEVELOPMENT (Stories 29-34)

#### PM-029: Create Patent Portfolio Overview Deck
**Story**: Generate investor-ready patent portfolio presentation
**Acceptance Criteria**:
- HTML/Markdown deck with all 9 patents summarized
- Include Triple Gate visualization
- Include market size and competitive positioning
- Save to `/mnt/e/genesis-system/docs/presentations/PATENT_PORTFOLIO_DECK.html`
**Max Iterations**: 30

#### PM-030: Create Technical Implementation Deck
**Story**: Generate technical deck mapping patents to Genesis code
**Acceptance Criteria**:
- Show code snippets implementing each patent
- Include architecture diagrams
- Include demo instructions
- Save to `/mnt/e/genesis-system/docs/presentations/TECHNICAL_IMPLEMENTATION_DECK.html`
**Max Iterations**: 30

#### PM-031: Create Licensing Options Deck
**Story**: Generate deck explaining licensing tiers
**Acceptance Criteria**:
- Tier 1: MCP Integration ($25k/year)
- Tier 2: Enterprise Platform ($200k/year)
- Tier 3: Strategic Partnership ($500k-2M)
- Include ROI calculations
- Save to `/mnt/e/genesis-system/docs/presentations/LICENSING_OPTIONS_DECK.html`
**Max Iterations**: 30

#### PM-032: Create Competitive Moat Visualization
**Story**: Generate visual showing patent defensive strength
**Acceptance Criteria**:
- Flowchart: Competitor approach → Blocking patent
- Table: Feature vs Patent coverage
- Interactive HTML visualization
- Save to `/mnt/e/genesis-system/docs/presentations/COMPETITIVE_MOAT_VISUAL.html`
**Max Iterations**: 30

#### PM-033: Create Urgency Timeline Visual
**Story**: Generate visual showing June 2026 deadline pressure
**Acceptance Criteria**:
- Timeline from now to June 2026
- Mark conversion milestones
- Mark funding requirements
- Save to `/mnt/e/genesis-system/docs/presentations/URGENCY_TIMELINE.html`
**Max Iterations**: 30

#### PM-034: Create One-Pager Summary
**Story**: Generate single-page executive summary
**Acceptance Criteria**:
- Problem/Solution in 2 sentences each
- 9 patents listed with one-line descriptions
- Key metrics (market size, revenue projections)
- Call to action for pilot program
- Save to `/mnt/e/genesis-system/docs/presentations/EXECUTIVE_ONE_PAGER.md`
**Max Iterations**: 30

---

### PHASE 6: PILOT PROGRAM DEVELOPMENT (Stories 35-40)

#### PM-035: Create Pilot Program Structure
**Story**: Define pilot program tiers and deliverables
**Acceptance Criteria**:
- Tier A: 30-day evaluation ($5k)
- Tier B: 90-day implementation ($15k)
- Tier C: 180-day strategic integration ($50k)
- Define deliverables for each tier
- Save to `/mnt/e/genesis-system/docs/pilot_program/PILOT_STRUCTURE.md`
**Max Iterations**: 30

#### PM-036: Create Pilot Application Form
**Story**: Generate pilot program application form
**Acceptance Criteria**:
- Company information fields
- Use case description
- Current AI validation approach
- Budget and timeline expectations
- Save to `/mnt/e/genesis-system/docs/pilot_program/APPLICATION_FORM.md`
**Max Iterations**: 30

#### PM-037: Create Pilot Success Metrics
**Story**: Define measurable success criteria for pilots
**Acceptance Criteria**:
- Hallucination detection rate (target: 90%+)
- Validation latency (target: <100ms)
- False positive rate (target: <5%)
- Customer satisfaction score
- Save to `/mnt/e/genesis-system/docs/pilot_program/SUCCESS_METRICS.md`
**Max Iterations**: 30

#### PM-038: Create Pilot Technical Requirements
**Story**: Define technical prerequisites for pilot participants
**Acceptance Criteria**:
- API integration requirements
- Data format specifications
- Security requirements
- Infrastructure requirements
- Save to `/mnt/e/genesis-system/docs/pilot_program/TECHNICAL_REQUIREMENTS.md`
**Max Iterations**: 30

#### PM-039: Create Pilot Onboarding Guide
**Story**: Generate step-by-step pilot onboarding documentation
**Acceptance Criteria**:
- Account setup instructions
- API key provisioning
- MCP integration guide
- First validation walkthrough
- Save to `/mnt/e/genesis-system/docs/pilot_program/ONBOARDING_GUIDE.md`
**Max Iterations**: 30

#### PM-040: Create Pilot Conversion Path
**Story**: Define path from pilot to full licensing
**Acceptance Criteria**:
- Pilot → Tier 1 conversion criteria
- Tier 1 → Tier 2 upgrade path
- Tier 2 → Strategic partnership triggers
- Pricing transition terms
- Save to `/mnt/e/genesis-system/docs/pilot_program/CONVERSION_PATH.md`
**Max Iterations**: 30

---

### PHASE 7: MONTHLY PATENT STRENGTHENING CYCLE (Stories 41-55)

> **CRITICAL STRATEGIC CONTEXT**
>
> Provisional patents expire June 2nd-3rd, 2026. Funding for non-provisional conversion is unlikely.
> **Strategy**: File NEW provisional applications with improvements by April 2026.
>
> **Legal Framework**:
> - Provisionals cannot be "extended" - must file NEW applications
> - Rolling provisionals strategy: Each new filing restarts 12-month clock
> - Original claims retain priority date ONLY if later non-provisional claims benefit
> - New improvements only get new filing date as priority
> - Each provisional must stand on its own - thorough disclosure required
>
> **Benefits of April 2026 New Provisionals**:
> - Extra 12 months to June 2027 for funding and licensing
> - Access to better agentic AI capabilities for building patents
> - Time to prove commercial value through licensing deals
>
> **Source**: [USPTO MPEP 211](https://www.uspto.gov/web/offices/pac/mpep/s211.html)

#### PM-041: Research Patent Improvement Frameworks
**Story**: Deep research into legal frameworks for patent improvements
**Acceptance Criteria**:
- Research continuation vs continuation-in-part rules
- Document what changes are allowed within same patent scope
- Identify "new matter" vs "clarification" distinctions
- Research provisional-to-provisional transition rules
- Create framework guide for monthly improvements
- Save to `/mnt/e/genesis-system/docs/patents/IMPROVEMENT_FRAMEWORK_GUIDE.md`
**Max Iterations**: 30

#### PM-042: Create Patent Strengthening Template
**Story**: Build structured template for monthly patent refinements
**Acceptance Criteria**:
- Section for emerging tech incorporation
- Section for claim clarification
- Section for defensive broadening
- Section for competitive moat expansion
- Version control metadata
- Save to `/mnt/e/genesis-system/docs/patents/MONTHLY_REFINEMENT_TEMPLATE.md`
**Max Iterations**: 30

#### PM-043: January 2026 Patent Refinement - P1 Cryptographic Validation
**Story**: First monthly refinement cycle for Patent 1
**Acceptance Criteria**:
- Research latest cryptographic validation breakthroughs (post-quantum, etc.)
- Identify improvements that strengthen claims without changing core premise
- Document potential new defensive claims
- Create refined draft preserving original title/premise
- Save to `/mnt/e/genesis-system/docs/patents/refinements/2026-01/P1_REFINEMENT.md`
**Max Iterations**: 30

#### PM-044: January 2026 Patent Refinement - P5 Multi-Model Consensus
**Story**: First monthly refinement cycle for Patent 5
**Acceptance Criteria**:
- Research latest multi-agent consensus mechanisms (MCP, A2A protocols)
- Identify MoE (Mixture of Experts) relevance to consensus claims
- Document how recent model architectures strengthen claims
- Create refined draft preserving original title/premise
- Save to `/mnt/e/genesis-system/docs/patents/refinements/2026-01/P5_REFINEMENT.md`
**Max Iterations**: 30

#### PM-045: January 2026 Patent Refinement - P7 Hallucination Detection
**Story**: First monthly refinement cycle for Patent 7
**Acceptance Criteria**:
- Research latest hallucination detection papers and techniques
- Identify grounding and RAG advancements relevant to claims
- Document chain-of-thought verification approaches
- Create refined draft preserving original title/premise
- Save to `/mnt/e/genesis-system/docs/patents/refinements/2026-01/P7_REFINEMENT.md`
**Max Iterations**: 30

#### PM-046: January 2026 Emerging Tech Scan
**Story**: Comprehensive scan of AI breakthroughs relevant to all 9 patents
**Acceptance Criteria**:
- Survey arxiv.org for relevant papers (last 30 days)
- Check major AI lab announcements (Anthropic, OpenAI, Google, Meta)
- Identify new agentic frameworks (Claude MCP, Google A2A, etc.)
- Map each finding to relevant patent(s)
- Save to `/mnt/e/genesis-system/docs/patents/emerging_tech/2026-01_SCAN.md`
**Max Iterations**: 30

#### PM-047: Create Patent Priority Matrix
**Story**: Rank all 9 patents by strengthening priority and commercial value
**Acceptance Criteria**:
- Score each patent on: commercial value, defensibility, improvement potential
- Create priority order for monthly focus
- Identify which 3 patents get most attention each month
- Save to `/mnt/e/genesis-system/docs/patents/PRIORITY_MATRIX.md`
**Max Iterations**: 30

#### PM-048: February 2026 Refinement Planning
**Story**: Plan February refinement cycle based on January learnings
**Acceptance Criteria**:
- Review January refinements for gaps
- Identify next 3 patents for deep focus (likely P2, P4, P6)
- Schedule emerging tech scans
- Create February work plan
- Save to `/mnt/e/genesis-system/docs/patents/refinements/2026-02/WORK_PLAN.md`
**Max Iterations**: 30

#### PM-049: Patent Claims Defensive Analysis
**Story**: Analyze all 9 patents for defensive claim opportunities
**Acceptance Criteria**:
- Identify potential workarounds competitors might attempt
- Document defensive claims that block workarounds
- Map defensive claims to specific competitive threats
- Save to `/mnt/e/genesis-system/docs/patents/DEFENSIVE_CLAIMS_ANALYSIS.md`
**Max Iterations**: 30

#### PM-050: Create New Provisional Draft Structure
**Story**: Prepare structure for new provisional filings (April 2026)
**Acceptance Criteria**:
- Create directory structure for each of 9 new provisionals
- Build checklist for USPTO micro-entity requirements
- Document filing sequence and timing
- Estimate costs ($360 per patent × 9 = $3,240 total)
- Save to `/mnt/e/genesis-system/docs/patents/NEW_PROVISIONAL_STRUCTURE.md`
**Max Iterations**: 30

#### PM-051: March 2026 Final Refinement Sprint Planning
**Story**: Plan intensive March refinement before April filing
**Acceptance Criteria**:
- Consolidate all monthly refinements (Jan, Feb, Mar)
- Create final review checklist
- Identify any remaining gaps
- Create timeline to April 1st submission goal
- Save to `/mnt/e/genesis-system/docs/patents/refinements/2026-03/FINAL_SPRINT_PLAN.md`
**Max Iterations**: 30

#### PM-052: Patent Attorney Brief Preparation
**Story**: Prepare briefing document for patent attorney review
**Acceptance Criteria**:
- Executive summary of all 9 patents and improvements
- Key questions requiring legal guidance
- Budget constraints and priorities
- New provisional filing strategy explanation
- Save to `/mnt/e/genesis-system/docs/patents/ATTORNEY_BRIEF.md`
**Max Iterations**: 30

#### PM-053: Commercial Licensing Progress Tracker
**Story**: Create tracker for licensing deals to prove patent value
**Acceptance Criteria**:
- Track pilot program conversions
- Document any licensing negotiations
- Calculate revenue attributable to patents
- Create evidence portfolio for investors
- Save to `/mnt/e/genesis-system/docs/patents/LICENSING_TRACKER.md`
**Max Iterations**: 30

#### PM-054: Create Patent Improvement Changelog
**Story**: Maintain versioned changelog of all patent improvements
**Acceptance Criteria**:
- Git-style changelog format
- Track each refinement with date and rationale
- Document source of each improvement (paper, tech, competitive analysis)
- Save to `/mnt/e/genesis-system/docs/patents/IMPROVEMENT_CHANGELOG.md`
**Max Iterations**: 30

#### PM-055: April 2026 New Provisional Filing Package
**Story**: Compile complete filing package for new provisionals
**Acceptance Criteria**:
- All 9 refined patent drafts ready for filing
- USPTO forms pre-filled
- Micro-entity certification documentation
- Filing fee calculation and payment plan
- Save to `/mnt/e/genesis-system/docs/patents/APRIL_2026_FILING_PACKAGE/`
**Max Iterations**: 30

---

## MONTHLY REFINEMENT SCHEDULE

| Month | Primary Patents | Focus Area |
|-------|-----------------|------------|
| **January 2026** | P1, P5, P7 | Core Triple Gate foundation |
| **February 2026** | P2, P4, P6 | Currency, Audit, Confidence |
| **March 2026** | P3, P8, P9 | Risk, Privacy, Adaptive |
| **April 2026** | ALL | Final review + Filing |

**Recurring Monthly Tasks**:
1. Emerging tech scan (arxiv, AI labs, industry news)
2. Competitive landscape update
3. Refinement drafts for 3 patents
4. Update improvement changelog
5. Generate monthly status report

---

## SPAWN CONDITIONS

Upon completion, spawn child PRDs for:

1. **PATENT_MVP_VALIDATION_PRD**: Build working demos for each of the 9 patents
2. **PATENT_INVESTOR_OUTREACH_PRD**: Create investor targeting and outreach sequences
3. **PATENT_CONTINUATION_STRATEGY_PRD**: Plan continuation patent filings
4. **TRIPLE_GATE_API_PRD**: Build public API for Triple Gate validation
5. **MONTHLY_PATENT_REFINEMENT_FEB_PRD**: February 2026 refinement cycle (spawn at end of Jan)
6. **MONTHLY_PATENT_REFINEMENT_MAR_PRD**: March 2026 refinement cycle (spawn at end of Feb)
7. **NEW_PROVISIONAL_FILING_PRD**: April 2026 new provisional filing execution

---

## SUCCESS METRICS

| Metric | Target | Measurement |
|--------|--------|-------------|
| Patents Indexed | 9/9 | Count of summary JSONs |
| Knowledge Graph Entities | 50+ | Entity count in JSONL |
| MCP Tools Implemented | 5 | Tool count in patent-os |
| Presentations Created | 6 | File count in presentations/ |
| Pilot Materials Created | 6 | File count in pilot_program/ |
| Monthly Refinements | 3/month | Refinement docs per month |
| Emerging Tech Scans | Monthly | Scan docs in emerging_tech/ |
| Child PRDs Spawned | 7 | PRD file count |

## CRITICAL TIMELINE

```
NOW ────────────────────────────────────────────── JUNE 2026
  │                                                    │
  │  Jan 2026: P1, P5, P7 refinements                 │
  │  Feb 2026: P2, P4, P6 refinements                 │
  │  Mar 2026: P3, P8, P9 refinements + final review  │
  │  Apr 2026: NEW PROVISIONAL FILINGS ◄──── DEADLINE │
  │  May 2026: Buffer for USPTO processing            │
  │                                              ┌────┴────┐
  │                                              │ EXPIRY  │
  └──────────────────────────────────────────────┴─────────┘
                                                  June 2-3

POST-EXTENSION TIMELINE (After April 2026 Filing):
June 2026 ─────────────────────────────────────── JUNE 2027
  │                                                    │
  │  Prove patents via commercial licensing            │
  │  Build MVPs with advanced agentic tech             │
  │  Raise funding for non-provisional conversion      │
  │                                              ┌────┴────┐
  │                                              │NEW EXPIRY│
  └──────────────────────────────────────────────┴─────────┘
```

---

## EXECUTION NOTES

- **PDF Parsing**: Use PyPDF2 or pdf2image + OCR for patent PDFs
- **DOCX Parsing**: Use python-docx for Word documents
- **Knowledge Graph**: Follow existing JSONL format in `/KNOWLEDGE_GRAPH/`
- **MCP Server**: Follow pattern from `/mcp-servers/storm/` or `/mcp-servers/sequential-thinking/`
- **Presentations**: Use HTML with inline CSS for portability

---

**PRD Generated**: 2026-01-18
**Assigned Engine**: AIVA RWL (Qwen 30B @ Elestio)
**Priority**: P0-CRITICAL (Patent Deadline: June 2026)
