Relationship
A concise opening layer and a complete record.
The Passport makes explicit what is known, inferred, uncertain and still under review. It preserves the evidence-through date, methodology version, material caveats and decision history.
Opening layer
O.P.E.N. Profile.
The opening Profile organises the analysis across Onchain Evidence, Performance Quality, Exposure Discipline and Non-Fragility. It is concise and qualitative; it is not a numerical score, credit rating, recommendation or guarantee.
Complete record
Evidence, methods and caveats.
The evidence record covers identity and provenance, data coverage and recency, methods and lineage, risks and caveats. Strong evidence in one field does not erase uncertainty elsewhere.
Separate implementation fields
Capacity, liquidity, access and execution dependencies.
These fields remain separate from the four-part O.P.E.N. Profile because they answer whether practical use may be feasible for a defined institutional workflow and size.
Governed conclusion
Human-reviewed assessment status.
The Passport ends with one governed status: Eligible for deeper review, Review required, Insufficient evidence or Outside framework. The status is part of the Passport, not a separate product or rating.
Decision boundary
Deeper underwriting, not automatic approval.
A Strategy Passport does not guarantee performance, establish accessibility, replace a user’s own diligence, direct an allocation or make a final client decision. Implementation Readiness remains a separate assessment.