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Commercial Intelligence v1 — live stability evaluation

Date: 2026-08-13
Model: deepseek-v4-flash
Runs: 15 (five each for Supplier, Opportunity and History)
Configuration: frozen per question — same model, skill 2.5.0, report and market-data contracts, 32-call safety fuse, Driftless runtime commit 84a7010b, GTM commit 974065e and domain corpus basis.
This is a live staging trajectory measurement, not a quality score and not a gold evaluation. Public/licensed rows were sent to the configured model under the user’s explicit authorization. Raw artifacts remain local.

Result

All 15 runs returned a ResearchReport. No warehouse tool call failed. Candidate Jaccard is computed only for pairs where both reports expose a platform-stable row/entity reference. Report-local IDs such as e1 and op1 are explicitly ineligible. Six of ten pairs per domain were comparable; the identity coverage column makes that limitation visible rather than treating two missing sets as perfect agreement.

Substantive findings

Opportunity

All five answers converged on the same two actionable Sinaloa pump procedures and consistently stated that opening dates are scheduled acts, not proposal deadlines. The stable-ID Jaccard was 1.0. Status still varied between complete and partial because some syntheses treated bounded lexical coverage and current participation verification as terminal gaps while others treated them as follow-up cautions. This is synthesis/achievement-policy variance, not a retrieval miss in this question.

Supplier

The runs repeatedly surfaced a common core of industrial manufacturers with published contacts, but the shortlist varied: stable-ID Jaccard 0.489. One run reversed the commercial role and judged manufacturers by whether they sold the user’s CMMS offering, even though they were prospects. This is a demonstrated strategy/synthesis defect. The protocol and skill now state the target role explicitly and preserve an explicitly requested shortlist size as a completion criterion. The fix was then exercised in one additional live run. The first attempt exposed a separate protocol defect: a planner put municipality Apodaca in the state field, three searches were correctly refused as unknown_state, and the protocol incorrectly treated those refusals as zero-result searches and ran three doomed fallbacks. The CLI timed out at 180 seconds, although the platform persisted an honest partial artifact. The protocol now normalizes state names to ISO before warehouse access, gives one bounded plan repair when a municipality is placed in state, abstains if geography remains invalid, and runs a lexical fallback only after a successful zero, never after a refusal. The exact question then completed live in 80.8 seconds with five detailed Dirind observations and no tool failure. It preserved the buyer/prospect role. The answer was still partial and the five selected observations all came from Apodaca; one food manufacturer was only a literal manufacturing match. This is remaining ranking/relevance work, not a retrieval or contract failure, and no second N=5 is claimed.

History

All five runs resolved Microsoft México to RFC MME910620Q85, kept USD and MXN separate, used supplier_contract, and said an award is not a payment. The USD history total was consistent. Buyer narrative and cited row selection varied, and every run correctly remained partial because name resolution and the MXN slice were not fully closed. Stable-ID Jaccard was 0.5.

Harness defect found and repaired

An arm containing all three physical domains legitimately carries three corpus bases. The old stability command compared the collapsed arm fingerprint and therefore rejected a valid cross-domain N=5 as an intra-arm corpus conflict. Stability now compares fingerprints for the same question across arms. The original arm summary remains fail-closed for A/B experiments that truly require one corpus. The stability metric also used report-local evidence IDs when no row reference was present. That could create false overlap. It now accepts only stable row, publisher-key, RFC or UUID identity and reports identity coverage and comparable pair count.

What this does and does not establish

Established:
  • deterministic protocols can complete live staging runs without SQL repair;
  • Opportunity retrieval for this question is substantively stable;
  • procurement date, currency/scope and award-not-payment boundaries survive all five repeats;
  • status and Supplier shortlist stability still need work;
  • platform-stable candidate identity is absent in one of five reports per domain, limiting evaluation observability.
Not established:
  • recall, precision, nDCG or commercial correctness — retrieval cases remain unsigned until human review;
  • general stability outside these three questions;
  • general Web Evidence value beyond the bounded experiment below;
  • frontend parity against a deployed backend.

Completion trajectories beyond N=5

Four additional live questions were run once each with no automatic retry. Raw artifacts remain local. The arm utility reported its combined cross-domain fingerprint as incomplete because each physical domain legitimately exposes a different corpus basis. The individual Supplier rerun fingerprint was complete. This combined arm is a trajectory record, not an A/B arm; cross-domain arms must not be presented as a single-corpus comparison.

Targeted Web Evidence gate

Two live controls were run after the specialized protocols, with no automatic retry. DeepSeek received the user question, non-sensitive counts and a closed projection of organization names. Parallel received only objective, entities, claims_to_verify, freshness_days and max_results. No row payload, contact coordinate, SQL, credential, enrichment, FindAll or people search crossed the boundary. The positive control retrieved Forbes México, Expreso and REPORTUR evidence for 90 Nizuc residences, the Las Brisas Mérida opening and two announced CDMX hotel openings. The report separates these publisher statements from the warehouse and does not promote an announcement into demonstrated execution. The first live attempt exposed two integration defects rather than provider failures. The managed gateway coerced toolChoice: required to auto, allowing the model to skip an explicit request; the gate now asks DeepSeek for a strict search|skip decision and the platform executes only its validated closed request. Separately, DeepSeek put a platform web-evidence id in rowRef while inventing a display id; reconciliation now resolves that alias against the web ledger and rewrites fact references. Chat’s citation vocabulary also admits the governed web kind. Replay of the final artifact yields four citations, three web and zero unavailable. This proves bounded verification control flow and citation lineage for one positive and one negative case. It does not establish web recall, truth of the publishers’ claims or the value of web search for discovery; discovery remains outside this capability by construction.