Institutional investment judgment represented as a governed control system, with supervised procedures, explicit constraints, and auditable outcomes rather than trading activity

MandateOS — Glossary

READ-ONLY · NO TRADES

Definitions and interpretation guidance for institutional governance users.

Onboarding

A short guide for reading judgment outputs.

How to read one Judgment Record

  1. Read the outcome type (affirm alignment / recommend adjustment / escalate).
  2. Confirm mandate + procedure versions (authority bindings).
  3. Scan constraints and confidence for the “why”.
  4. Treat outputs as audit artifacts: append-only and reviewable.

When escalation requires action

  • Escalate means a boundary was reached; automation is suspended.
  • Assign accountable ownership; record committee disposition.
  • Route any portfolio change through human-controlled processes outside MandateOS.

Governance principles

What makes outputs institutionally reviewable.

Auditability

Every record binds to a mandate and procedure version and is written as an append-only artifact. The institution can reproduce the decision context by inspecting those sources.

Explicit authority boundaries

Mandates define what is allowed. Procedures define how judgment is applied. When authority is exceeded or confidence is insufficient, the system escalates rather than improvising.

No trades

MandateOS produces judgment records only. Recommendations may inform human decision-making, but portfolio changes are outside this system and outside this viewer.

Glossary

0 terms