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Cross-opco reference packages v1alpha1

Three sanitized, manifest-valid reference packages prove that one templiqx/v1alpha1 contract model can serve Legal/Basenet, regulated advice, and Simplicate-shaped project-to-invoice workflows. Each package is synthetic, contains no production credentials or customer payloads, and runs through the same TempliqxService operations as CRM3.

Package inventory

Package ID Path Domain Classification
basenet-legal examples/packages/basenet-legal/ legal/basenet synthetic
finly-advice examples/packages/finly-advice/ regulated-advice synthetic
simplicate-workflow examples/packages/simplicate-workflow/ project-invoicing synthetic

Each manifest declares api_version: templiqx/v1alpha1, contract IDs, inline eval request/output pairs, and package-local fixtures. Domain ownership remains a host sign-off dependency before calling any package production evidence.

Channel and domain matrix

Package Domain evidence Channel / output proof Eval fixture IDs
basenet-legal matter, parties, custom fields, financials, evidence letter summary, safe HTML email, DOCX V5 template legal-extraction-request, legal-extraction-output, legal-draft-request, legal-draft-output
finly-advice regulated advice facts, suitability evidence advice memo/report, safe email advice-extraction-request, advice-extraction-output, advice-memo-request, advice-memo-output
simplicate-workflow project, hours, rates, invoice lines invoice draft, report summary, SMS notification hours-extraction-request, hours-extraction-output, invoice-draft-request, invoice-draft-output

Across the three packages the channel matrix covers safe HTML/plain email, memo, SMS, report, invoice, and DOCX using the same approved merge-data semantics. PDF is not a default TempliqxService format selector; hosts invoke the typed conversion seam documented in Host integration after DOCX or HTML artifacts are produced.

Insurance/mortgage, HR, and pure accountancy domains are not claimed until a later package is added.

Contracts and templates

Contract ID Role
legal-matter-extraction Grounded extraction from sanitized source fragments
legal-document-drafting Typed draft output with merge_data for document adapters

Templates:

Path Dialect Purpose
templates/v5-legal-template.docx DOCX V5 Legal letter / matter document
templates/draft-email.html HTML/plain Safe email draft

Migration alias map: migrations/v5-aliases.json.

finly-advice

Contract ID Role
advice-fact-extraction Grounded regulated-advice fact extraction
advice-memo-drafting Memo, summary, and safe email fields

simplicate-workflow

Contract ID Role
project-hours-extraction Grounded project hours extraction
invoice-drafting Invoice lines, totals, report summary, and SMS text

Authorized merge context

Packages that declare provenance.requires_authorized_context: "true" (currently basenet-legal and simplicate-workflow) require a host-supplied AuthorizedMergeContext envelope in the render/eval request context under the key _templiqx_authorized_merge.

Field Type Notes
scope_id string Host-owned tenant/matter scope
policy_decision_id string Host authorization decision identity
policy_version string Policy version bound to the decision
evidence_provenance_id string Host evidence provenance identity
issued_at string RFC 3339 issuance timestamp
expires_at string RFC 3339 expiry timestamp
fingerprint string SHA-256 over canonical binding fields

The portable core fingerprints and binds this envelope but does not interpret tenant policy. Missing, mismatched, expired, or redacted context fails closed before evaluation or rendering.

Sanitized fixture IDs (for conformance and documentation only):

Package Fixture path Scope ID
basenet-legal fixtures/authorized-context.json SYN-LEGAL-SCOPE-001
finly-advice fixtures/authorized-context.json SYN-ADVICE-SCOPE-001
simplicate-workflow fixtures/authorized-context.json SYN-PROJECT-SCOPE-001

The finly-advice context remains an unenforced fixture for rollout parity; its package manifest does not yet require authorized context.

Claims are fixture-ID based. Only constructs backed by corpus fixtures may be called supported in adapter documentation.

Render-supported (bounded, same-part)

Fixture ID Construct Corpus path
v5-legal-repeat-rendered ${#...} / ${/...} single-level table-row repeat examples/legacy-corpus/fixtures/v5-legal-repeat-rendered/
v5-legal-conditional-rendered ${?...} / ${/...} whole-paragraph conditional examples/legacy-corpus/fixtures/v5-legal-conditional-rendered/

Detect-only (report, no render)

Fixture ID Construct Corpus path
v5-repeat-marker-detected repeat markers examples/legacy-corpus/fixtures/v5-repeat-marker-detected/
v5-conditional-marker-detected conditional markers examples/legacy-corpus/fixtures/v5-conditional-marker-detected/
v1-beanshell-detected V1 BeanShell examples/legacy-corpus/fixtures/v1-beanshell-detected/
v2-marker-detected V2 ${v2:...} markers examples/legacy-corpus/fixtures/v2-marker-detected/

Additional measured DOCX fixtures shared with CRM3: v5-nested-table, v5-header-footer, v5-alias-collision-missing. See examples/legacy-corpus/README.md and adapters/templiqx-docx-v5/README.md.

Explicit escape hatch (deferred)

The following remain outside the measured floor and must not be implied by reference-package conformance:

  • XLSX, RTF, ODT, PPTX, and PDF/A compatibility
  • Nested, cross-part, or split-region repeat/conditional regions
  • Binary image insertion (detect-only until a separate fixture proves safe handling)
  • Arbitrary helper syntax, BeanShell/V1 code, reflective query-anything
  • Jinja/Handlebars/Velocity/Blade compatibility

Preflight and migration reporting use Template compatibility report v1alpha1.

Verification

cargo test -p templiqx-conformance reference_package_claims
cargo test -p templiqx-application --test authorized_context
cargo test -p templiqx-conformance --test legal_docx

Synthetic proof is not production validation. Host teams must replace fixtures with sanitized production data and supply real authorized context before claiming production readiness.

Last updated on July 28, 2026

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