Mission Control doc
Integration Matrix
fusion-layer-integration-matrix.md
Fusion-Layer Integration Matrix — Vertical Integrations × Physical AI × Company Lens × Capabilities
Date: 2026-05-12
Status: Composition / spec — the connecting layer between vertical-fusion-checklist (current-state inventory) + milestones-manifesto (forward-looking build) + the actual fusion layer (per PLATFORM.md Interfaces).
Companion to: vertical-fusion-checklist.md + milestones-manifesto.md + v_platform/PLATFORM.md Ontology System §Interfaces.
Purpose: Each vertical integration (voice / VPS / RMM / Backup / MDR / PSA / etc.) cross-references fusion-layer interfaces used + physical AI dimension + company lens variants + capabilities enabled. This is the fusion layer — not a feature on top of it.
Terminology lock (per operator 2026-05-12): ADE Factory = val-forge throughout this matrix + sibling MC docs. Per ADR-011 + ADR-025.
Context: Why the Fusion Layer
Per PLATFORM.md Ontology System §Interfaces:
"Interfaces — the fusion-layer primitive. A focus point for OODA loops, genies, and value-engines that lets the same logic run across many concrete subtypes — physical OR virtual. This is what makes ValOS the fusion layer, not a feature on top of it. A genie targets the interface, never the concrete subtype, so the same code runs across fleet ops AND comms ops AND engagements."
The fusion is in the cross-reference. A vertical integration like "RMM" isn't its own siloed feature — it's the Asset interface + Site interface + Operator interface running endpoint-management logic across multiple concrete subtypes (Windows endpoint + macOS endpoint + Linux server + mobile + rugged device + kiosk + manufacturing PLC) across multiple company lenses (MSP IT services + manufacturing OT + healthcare devices + retail kiosks) with multiple capability shapes (monitor + automate + remote + patch + script).
Same logic; many subtypes. That's the fusion.
The Eight Fusion-Layer Interfaces
Per PLATFORM.md Ontology System §Interfaces:
| # | Interface | Kind | Concrete subtypes (examples — list grows like coral) |
|---|---|---|---|
| I1 | WorkSpace | physical | Factory · Office · Vehicle · Greenfield · Field site · Remote work-from-home |
| I2 | Asset | physical | Robot · Camera · PLC · Drone · RF-sensor · Endpoint (Windows / macOS / Linux / mobile / iOS / Android / ChromeOS) · Server · Network gear · Kiosk · Signage · Rugged device · Manufacturing portable · IoT sensor · Vehicle hardware |
| I3 | Site | physical | HQ · Branch · Customer-site · Field-installation · Data center · Co-located rack · Edge location |
| I4 | Conversation | virtual | email · Teams · SMS · voice · webchat · WhatsApp · Instagram · Facebook · Telegram · Signal · in-app chat |
| I5 | Engagement | virtual | legal-matter · healthcare-placement · MSP-ticket · sales-deal · debt-recovery-case · construction-project · manufacturing-job · service-contract · investment-decision · DR-incident · marketing-campaign |
| I6 | Operator | virtual | human · agent (val-agent / val-orchestrator) · role (technician / manager / executive) · system-account · service-account · external-user |
| I7 | Document | virtual | PDF · DOCX · transcribed-audio · scraped-web · markdown · structured-data (JSON / CSV / XML) · spreadsheet · presentation · image-with-OCR · video-with-transcript |
| I8 | Schedule | virtual | appointment · shift · delivery · maintenance-window · backup-window · patch-window · audit-cycle · invoicing-cycle · sprint · cycle · recurring-task |
Master Integration Matrix
Each vertical integration cross-references: Interfaces Used + Physical AI Hooks + Company Lens + Capabilities + Mission Categories.
Communications + Comms
Voice / Comms (val-switch + carrier partner)
| Dimension | Detail |
|---|---|
| Vertical integration ID | L8.12 (per fusion checklist) |
| Interfaces used | I4 Conversation (voice subtype) + I6 Operator (human + agent) + I8 Schedule (call-back appointments) |
| Physical AI hooks | Phone hardware (SIP phones / WebRTC clients / mobile) + Carrier infrastructure (SBC / SIP trunks / PSTN gateways) |
| Company lens variants | Per-vertical: legal-firm hold-on-call vs MSP technician dispatch vs healthcare patient-callback vs manufacturing customer-service vs SBR debtor-call-strategy |
| Capabilities enabled | Inbound routing + outbound dispatch + recording + transcription + agent-assist + IVR + queue management + call-back scheduling + conference + voicemail |
| Mission categories | comms.voice.inbound.v1 / outbound.v1 / record.v1 / transcribe.v1 (via val-ingest cross-cut) |
| Cross-cuts | val-ingest (transcripts) + val-orchestrator (call-flow) + val-policy (recording consent) + val-ledger (call b_facts) |
| Reference | doc 25 F167 + F168 + ADR-022 candidate |
Email / SMS / Teams / WhatsApp / Webchat (val-switch omni-channel)
| Dimension | Detail |
|---|---|
| Interfaces used | I4 Conversation (email/SMS/Teams/WhatsApp/webchat subtypes) + I6 Operator + I7 Document (attachments) |
| Physical AI hooks | n/a (purely digital channels) |
| Company lens | Per-vertical: legal client correspondence vs MSP support ticket vs healthcare patient notification vs SBR debtor outreach |
| Capabilities | Multi-channel inbound + outbound + thread continuity + attachment ingestion + delivery confirmation + read receipts |
| Reference | doc 25 F167 |
Hosting + Infrastructure
VPS / DNS / Web Hosting (val-host candidate)
| Dimension | Detail |
|---|---|
| Vertical integration ID | L8.13 + L3.13 (val-host engine candidate) |
| Interfaces used | I2 Asset (server / DNS record / certificate) + I3 Site (Customer-site / Data center / Edge location) + I8 Schedule (renewal windows + patch windows) |
| Physical AI hooks | Cloud infrastructure (AWS / Azure / GCP) + bare-metal servers + edge devices + DNS infrastructure providers |
| Company lens | Per-client: client-A website hosting vs client-B email infrastructure vs client-C custom application; per-deployment scope |
| Capabilities | Provisioning + DNS management + reverse proxy + certificate auto-renewal + monitoring + per-tenant isolation + cost reporting |
| Mission categories | host.provision.v1 / host.cert.renew.v1 / host.dns.update.v1 / host.proxy.config.v1 |
| Cross-cuts | val-grid (CA + cert chain) + val-cargo (Cloudflare / Route 53 APIs) + val-policy (per-tenant capability binding) |
| Reference | doc 25 F167 + F168 + milestone M8 |
Endpoint + RMM
RMM / UEM / MDM Consolidation (ValOS native; informed by zerotouch.ai + Tactical RMM)
| Dimension | Detail |
|---|---|
| Vertical integration ID | L8.2 + L2.6 (cross-platform Rust agent) |
| Interfaces used | I2 Asset (Endpoint / Server / Network gear / Mobile / IoT / Kiosk) + I3 Site (HQ / Branch / Customer-site / Field-installation) + I6 Operator (technician + system-account) + I8 Schedule (patch windows + monitoring intervals) |
| Physical AI hooks | Substantial — embodied agents on Windows / macOS / Linux / iOS / iPadOS / tvOS / watchOS / Android / ChromeOS / servers / VMs / kiosks / signage / rugged / manufacturing portable / RF sensors. Same agent runtime; subtype-aware capability dispatch. |
| Company lens | Per-MSP-client: SBR debt-recovery laptops (low-touch consumer) vs New Era IT (AU) MSP fleet (operator-team-managed) vs manufacturing-vertical PLCs (OT scope) vs healthcare clinic kiosks (patient-facing) |
| Capabilities | Monitor (CPU/disk/memory/services/events) + Remote access (desktop/shell/file/registry) + Automation (scheduled scripts + remediation) + Alerting (email/SMS/webhook) + Patching (Windows + Chocolatey + apt + macOS pkg + mobile OTA) + Scripting (bash + batch + PowerShell + Python + Nushell + Deno) |
| Mission categories | mission.monitor.endpoint.v1 + automation.run.v1 + patch.apply.v1 + software.install.v1 + (remote-access via val-cargo MeshCentral) + (scripting via val-bay Computes) |
| Cross-cuts | val-grid (provisioning + CA) + val-policy (capability gates) + val-bay (scripting Computes) + val-cargo (MeshCentral remote-desktop) + val-switch (alerting) + val-ontology (Agent entity per doc 33 F219 + doc 35 F236 + doc 40 F266 entity convergence) |
| Reference | doc 35 + ADR-012 + milestone M9.3 |
Backup + Disaster Recovery
Backup (Kopia + Duplicati integrate-with)
| Dimension | Detail |
|---|---|
| Vertical integration ID | L8.8 |
| Interfaces used | I2 Asset (Data / Storage backend / Repository) + I7 Document (snapshot contents) + I8 Schedule (backup windows + retention windows) + I3 Site (per-client repository location) |
| Physical AI hooks | Storage backends (S3 / Azure Blob / GCS / B2 / WebDAV / SFTP / local NAS / NAS appliance / cloud-storage hardware) — physical infrastructure but managed via APIs not embodied agents |
| Company lens | Per-client: SBR financial records (long-retention) vs MSP client laptop backups (short-retention + DR) vs manufacturing process-data archival (compliance-driven) vs healthcare patient-record backup (HIPAA-compliant) |
| Capabilities | Backup (snapshot creation) + Restore (file-level + full) + Retention policy enforcement + Verification + Reporting + Cross-engine policy abstraction (Kopia primary + Duplicati alternative) |
| Mission categories | mission.backup.schedule.v1 + run.v1 + verify.v1 + report.v1 + restore.v1 + retention.v1 |
| Cross-cuts | val-cargo (Kopia/Duplicati API) + val-orchestrator (scheduling) + val-policy (capability binding) + val-desk OpsCenter Metrics (backup KPIs per doc 28 F170 + 3 added per doc 36 R239) + val-track (failure ticket auto-creation) + Problem-Solving (complex restore + DR scenarios per doc 36 F248) |
| Reference | doc 36 + ADR-019 backup-state directory |
Security + Detection
SIEM (Wazuh)
| Dimension | Detail |
|---|---|
| Vertical integration ID | L8.3 |
| Interfaces used | I2 Asset (Endpoint / Network gear / Sensor) + I7 Document (logs / events / packets) + I8 Schedule (audit windows + correlation windows) |
| Physical AI hooks | Wazuh agents on endpoints (cross-platform) + network gear (syslog) + cloud workload monitors + container security — physical + virtual |
| Company lens | Per-MSP-client: compliance-driven (HIPAA / SOC 2 / GDPR / Australian Privacy Act 1988) vs incident-detection-driven vs threat-hunt-driven |
| Capabilities | Log aggregation + Correlation (cross-source) + Alert generation + Threat hunting + Compliance reporting + File integrity monitoring + Configuration assessment + Vulnerability detection + Cloud workload protection |
| Mission categories | mission.siem.ingest.v1 + correlate.v1 + alert.v1 + hunt.v1 + compliance-report.v1 |
| Cross-cuts | val-cargo (Wazuh API) + val-ingest (log ingestion) + val-orchestrator (correlation Missions) + val-policy (alert routing) + val-track (incident ticket creation) + MDR (Defender for Business correlation per doc 37 F246) + Problem-Solving (complex incident analysis) |
| Reference | doc 25 F166 |
EDR / MDR (Microsoft Defender for Business + ValOS-as-MDR-provider)
| Dimension | Detail |
|---|---|
| Vertical integration ID | L8.4 |
| Interfaces used | I2 Asset (Endpoint) + I7 Document (detection / investigation / forensics) + I6 Operator (analyst + auto-response system-account) + I8 Schedule (24/7 monitoring + threat-hunt cycles) |
| Physical AI hooks | Microsoft Defender for Business agents on endpoints (cross-platform via Microsoft toolchain) — physical embodied agents |
| Company lens | Per-MSP-client: SMB tier (Defender for Business) vs Enterprise tier (Defender for Endpoint extension) vs compliance-driven verticals (HIPAA / financial / regulated) |
| Capabilities | Detection (behavioral analytics + threat intelligence) + Investigation (alert triage + context enrichment) + Threat hunting (proactive search) + Incident response (containment + remediation via RMM dispatch) + Reporting (executive + client + compliance) |
| Mission categories | mission.mdr.ingest.v1 + triage.v1 + hunt.v1 + respond.v1 + report.v1 + hunt-team.v1 (Problem-Solving for complex) — 6 categories per doc 37 F244 |
| MDR → RMM dispatch patterns (6) | Isolate endpoint + Quarantine file + Patch vulnerability + Force password reset + Policy enforce + (password rotation per doc 39 F259) |
| Cross-cuts | val-cargo (Microsoft Graph API security endpoints) + val-orchestrator (MDR Missions) + val-policy (autonomy gates) + RMM (dispatch endpoint actions per doc 37 F245 + F259) + SIEM cross-correlation (per doc 37 F246) + Problem-Solving (complex incident analysis) + val-track (alert tickets) |
| Reference | doc 37 |
Identity + Credentials
Password Management / Vault (Vaultwarden + Bitwarden Server integrate-with)
| Dimension | Detail |
|---|---|
| Vertical integration ID | L8.10 |
| Interfaces used | I6 Operator (human + agent + system-account) + I7 Document (vault entry metadata) + I8 Schedule (rotation cadence) + I2 Asset (credential = software asset) |
| Physical AI hooks | n/a (purely software / virtual) — except where credentials grant access to physical assets (PLCs / robots / network gear / vehicle hardware) which then cross-cut to RMM + IoT |
| Company lens | Per-client: SBR finance-team password discipline vs MSP technician-shared credentials vs healthcare per-patient-credential vs manufacturing OT-credential isolation |
| Capabilities | Per-client vault provisioning + Password rotation policy + Audit (weak / reused / breached per Have I Been Pwned) + Rotation execution + Recovery (Emergency Access) + Reporting + 2FA management + Cross-cut with Azure AD SSO |
| Mission categories | mission.password.provision.v1 + rotation-policy.v1 + audit.v1 + rotate.v1 + report.v1 + recovery.v1 — 6 categories per doc 39 F258 |
| Cross-cuts | val-cargo (Bitwarden API) + val-grid (Azure AD SSO sync) + MDR (credential-compromise rotation per doc 39 F259 — 6th MDR dispatch pattern) + val-policy (per-tenant capability + autonomy gates) + val-ledger (audit chain) |
| Two secrets surfaces | OpenBao (ValOS infrastructure per CLAUDE.md) + Bitwarden/Vaultwarden (client-facing per doc 39) — distinct concerns |
| Reference | doc 39 |
Identity / SSO / Conditional Access (Azure AD + val-grid)
| Dimension | Detail |
|---|---|
| Vertical integration ID | L8.9 + L9.5 |
| Interfaces used | I6 Operator (all subtypes; identity is the cross-cutting layer) + I3 Site (per-tenant scope) |
| Physical AI hooks | n/a (virtual) — but credential-bearing devices (smart cards / hardware tokens / biometric scanners / mobile MFA) connect Identity to I2 Asset |
| Company lens | Per-deployment + per-client: Microsoft-stack-aligned tenant (Microsoft 365 + Entra) vs non-Microsoft (Google Workspace / Okta / custom) |
| Capabilities | SSO + MFA + Conditional Access policies + Role + Group management + Per-tenant Azure AD app registration + Token exchange |
| Cross-cuts | val-grid (CA + node enrollment per PLATFORM.md row 12) + val-cargo (Graph API per ADR-009) + val-policy (capability binding extends with ABAC per doc 40 F269 + R276) + Microsoft-stack alignment (per doc 38 F251) |
| Reference | doc 25 F167 + doc 38 F251 |
Operations + Work-Tracking
PSA / Ticketing / Client Management (ValOS native; informed by Alga PSA)
| Dimension | Detail |
|---|---|
| Vertical integration ID | L8.6 + L3.12 (val-track engine) |
| Interfaces used | I5 Engagement (MSP-ticket / project / agreement / sales-deal) + I6 Operator (technician + manager + client + system-account) + I7 Document (ticket descriptions + comments + agreements) + I8 Schedule (cycles + sprints + SLA windows) + I2 Asset (assets per client) |
| Physical AI hooks | n/a (digital operations layer; assets it tracks may have physical-AI dimensions but PSA itself is digital) |
| Company lens | Per-MSP-client: SBR debt-recovery cases vs New Era IT (AU) MSP tickets vs manufacturing-vertical work-orders vs healthcare patient-management |
| Capabilities | Ticket lifecycle + Time tracking + Billing/invoicing + Asset management + Contract/agreement management + SLA enforcement + Multi-portal (MSP + Client) + Workflow automation + RBAC/ABAC |
| Mission categories | mission.psa.ticket.v1 + time.v1 + bill.v1 (Business Central handoff) + asset.v1 + agreement.v1 + report.v1 — 6 categories per doc 40 F265 |
| 8-entity model (per Alga PSA borrow) | Ticket + Company + Contact + Asset + Agreement + Time Entry + (Mission/Initiative) + (User) — entity convergence per doc 40 F266 |
| Cross-cuts | val-track (work-tracking core per doc 30) + Business Central (billing/invoicing per doc 38 + M5) + val-policy ABAC extension (per doc 40 F269 + R276) + Hocuspocus (collaboration on tickets) + val-desk OpsCenter (MSP portal) + Client portal extension (per doc 40 F270 + R277) |
| Reference | doc 40 + doc 30 + doc 38 |
Work-Tracking (val-track first-party engine)
| Dimension | Detail |
|---|---|
| Vertical integration ID | L3.12 + L8.6 sub-component |
| Interfaces used | I5 Engagement (sub-types: story + epic + task + sub-task hierarchy) + I6 Operator + I8 Schedule (cycles + sprints + due-dates) |
| Physical AI hooks | n/a (virtual; work items represent operational orchestration not physical objects) |
| Company lens | Per-client: SBR collection-case tracking vs MSP ticket tracking vs manufacturing job tracking vs marketing-campaign tracking vs Problem-Solving Mission tracking |
| Capabilities | Linear-equivalent 11 semantic categories: work items + statuses + assignees + cycles + projects + roadmaps + custom fields + filters + comments + code integration + external bridging |
| Vocabulary lock | Work items < Initiatives (= Missions) < Roadmap (per doc 30 R185 + ADR-007 R171) |
| Cross-cuts | val-orchestrator (Missions create val-track items) + MDR / RMM / Backup / Password rotation auto-tickets + PSA superset + Hocuspocus (real-time collaboration) + val-desk OpsCenter val-track mode |
| Reference | doc 30 + milestone M7 |
Documentation + Knowledge
Documentation (val-ontology LLMWiki + Cores)
| Dimension | Detail |
|---|---|
| Vertical integration ID | L8.11 |
| Interfaces used | I7 Document (all subtypes — PDF / DOCX / transcribed-audio / scraped-web / markdown / structured) + I5 Engagement (per-client docs) + I6 Operator (author + reviewer) |
| Physical AI hooks | Document scanners + OCR pipelines + audio recording hardware + camera-based document capture — cross-cuts I2 Asset and I7 Document |
| Company lens | Per-client: SBR debtor case documents vs MSP runbooks + client documentation (IT Glue replacement) vs healthcare patient records (compliance-driven) vs manufacturing SOPs |
| Capabilities | Authoring (Tiptap + Hocuspocus collaborative) + Ingestion (val-ingest 3 modes) + Search (val-ontology hybrid retrieval per doc 1) + Versioning (coral growth) + Access control (val-policy capability binding) + Multi-channel rendering (val-block-renderer) + Per-client bundling (Cores) |
| Mission categories | val-ingest 3 extraction modes + LLMWiki accretion + Hydrator (per doc 32 F203) + Background-curation (Synthesis + Deconfliction + Validation + Tagging per doc 32 F202) |
| Cross-cuts | val-ingest (ADR-017) + val-ontology LLMWiki + Cores (knowledge-nodes per doc 32 F210) + val-editor (authoring per ADR-023) + val-block-renderer (rendering per ADR-010) + val-policy (capability) |
| Reference | doc 25 F167 + doc 32 |
Patching + Maintenance
Patch Management (val-grid + val-orchestrator)
| Dimension | Detail |
|---|---|
| Vertical integration ID | L8.7 |
| Interfaces used | I2 Asset (Endpoint + Server + Network gear) + I8 Schedule (patch windows) + I3 Site (per-client patch scope) |
| Physical AI hooks | Embodied agent on every patched endpoint — same Rust agent as RMM (cross-cuts L2.6 + L8.2) |
| Company lens | Per-MSP-client: SBR low-touch (managed-laptop only) vs New Era IT MSP fleet (full patch automation) vs manufacturing OT (patch-window-coordinated with production shutdowns) vs healthcare (compliance-coordinated) |
| Capabilities | OS patch scheduling + Application patches (via Chocolatey / apt / Homebrew) + Patch verification + Rollback + Compliance reporting + CVE matching |
| Mission categories | mission.patch.apply.v1 + verify.v1 + rollback.v1 + report.v1 + cve-match.v1 |
| Cross-cuts | val-grid (endpoint inventory) + val-orchestrator (scheduling) + val-policy (autonomy gates for production-critical patches) + RMM cross-cut + Problem-Solving (complex patch failure analysis) |
| Reference | doc 25 F167 + ADR-012 |
Compliance + Quality
QMS — Quality Management System (base blueprint)
| Dimension | Detail |
|---|---|
| Vertical integration ID | L7.2 (base blueprint) |
| Interfaces used | All 8 — I1 WorkSpace (Factory / Office) + I2 Asset (Robot / PLC / Camera / Manufacturing equipment / Sensor) + I3 Site (Customer-site / Field-installation) + I4 Conversation (complaint intake) + I5 Engagement (audit / NCR / CAPA cases) + I6 Operator (auditor + technician + manager) + I7 Document (procedures / records / audits) + I8 Schedule (audit cycles + review cadence) |
| Physical AI hooks | Substantial — Manufacturing equipment + PLCs + Robots + Cameras + Quality-control sensors + Inspection robots + Vibration monitors + Temperature sensors + Vision systems |
| Company lens | 8 verticals — Manufacturing + Construction + Healthcare + Food-safety + Medical-devices + Pharma + Financial-services + IT-services (per doc 29 F175) |
| Capabilities (8 surface areas per doc 29 F174) | Document control (auto-version + approval) + Training tracker + NCR + CAPA register + ISO 9001 audit + Risk + FMEA + Supplier management (peer-scorecards) + Complaints + Change management |
| Compliance frameworks | ISO 9001 + IATF 16949 + ISO 13485 + ISO 45001 + HACCP + GxP + FDA 21 CFR Part 11 + Australian Privacy Act 1988 (per doc 29 R178 + doc 2 §10 F11) |
| Cross-cuts | val-ontology (entities + scenarios per ADR-015) + val-policy (ABAC for compliance) + Problem-Solving (complex root-cause per doc 34 F222) + Engagement Wizard (QMS onboarding per ADR-013) + adversarial validation (audit per doc 19) + Hocuspocus (collaborative document review) + Microsoft-stack (Business Central supplier master + Sites) |
| Mission categories | NCR investigation + CAPA execution + Audit cycle + Risk assessment + FMEA RPN calculation (Computes capability per doc 33 R210) + Supplier scoring + Change impact assessment + Document approval |
| Reference | doc 29 + ADR-013 + milestone M11.5-M11.7 |
Operations Intelligence
Problem-Solving (base blueprint — cross-vertical)
| Dimension | Detail |
|---|---|
| Vertical integration ID | L7.1 |
| Interfaces used | I5 Engagement (problem-case) + I6 Operator (problem-framing operator + critique-team agents + plan-team agents) + I7 Document (research + plans + reports) + I8 Schedule (annealment cycles + plan delivery deadlines) + optionally I1 WorkSpace + I2 Asset + I3 Site (depending on problem domain) |
| Physical AI hooks | Conditional — field-investigation problems may use physical agents (drones / cameras / on-site assessment); cross-vertical so depends on engagement type |
| Company lens | Universal — applies across all verticals (per doc 34 F222): military planning + engineering troubleshooting + investment decisions + business strategy + R&D + QMS NCR root cause + customer-issue resolution + emergency response + Backup/DR scenarios + MDR complex incident response |
| Capabilities (6 stages per doc 34 F223) | Problem framing + Idea generation (parallel agents) + Per-idea critique team (dynamic Worker roles per doc 34 F226 + ADR-007 R218) + Annealment loop (V1→V2→V3 per doc 34 F225) + Idea-to-plan promotion + Plan-team Mission + Execution handoff (val-forge AI panel) |
| Three-tier knowledge accretion | b_facts (per-Mission) + knowledge-nodes (per-engagement synthesized insights per doc 32 F210) + Engagement Core bundle (whole engagement) |
| Cross-cuts | val-orchestrator (Mission decomposition) + val-bay (LLM dispatch) + val-policy (autonomy gates) + Adversarial validation per doc 19 + Heartbeat watchdog per ADR-020 + Compounding knowledge per ADR-019 |
| Mission categories | Frame + Ideate + Critique + Anneal + Plan + Execute |
| Reference | doc 34 + ADR-007 dynamic-Worker variant + milestone M11.1-M11.4 |
System of Record + Financial
Business Central as ValOS SoR
| Dimension | Detail |
|---|---|
| Vertical integration ID | L8.14 + L9.1 |
| Interfaces used | I5 Engagement (sales-deal + service-contract + project) + I6 Operator (sales + finance + customer) + I7 Document (invoices + agreements + statements) + I8 Schedule (invoicing cycles + payment terms) + I2 Asset (product / inventory item) |
| Physical AI hooks | n/a (financial/transactional SoR; physical inventory tracked but not embodied) |
| Company lens | Per-deployment + per-client: SBR collection-revenue tracking vs MSP recurring-service billing vs manufacturing inventory-and-invoicing vs healthcare per-patient billing vs SMB tier (Business Central Essentials) vs Premium tier (Premium) vs Enterprise extension |
| Capabilities | Financial GL + Sales orders + Invoices + Inventory + Vendor master + Customer master + Multi-currency + Multi-company + Project accounting |
| Integration patterns (3 per doc 38 F250) | Entity reference + b_fact emission with BC refs + Cache+sync |
| val-cargo skills (3) | bc.read.v1 + bc.write.v1 + bc.query.v1 |
| Cross-cuts | val-cargo (Graph API + REST/OData per ADR-009) + val-ontology (entities reference bc_id) + val-ledger (b_facts with BC transaction refs) + val-policy (Builds capability for writes) + per-tenant OAuth via val-grid + cross-cuts every revenue-generating vertical integration (PSA + Backup billing + MDR per-incident billing + RMM per-endpoint pricing) |
| Reference | doc 38 + ADR-009 + milestone M5 |
Mission Control + Onboarding (val-up + val-forge multi-repo)
val-up — Mission Control Engine + Engagement Wizard Runtime (per ADR-024)
| Dimension | Detail |
|---|---|
| Vertical integration ID | L3.19 (per fusion checklist) |
| Interfaces used | I5 Engagement (every client onboarding case + per-tenant Decision Cards) + I6 Operator (Valtience operator-team + per-client operator-team + client-side reviewer roles) + I7 Document (5 MC docs + Decision Card YAML files + Engagement Wizard intake forms) + I8 Schedule (per-engagement onboarding cadence + Engagement Wizard 7-phase timing) |
| Physical AI hooks | n/a directly (val-up is web-based SaaS); cross-cuts physical AI via Engagement Wizard Phase 2 substrate provisioning (val-grid endpoint rollout per ADR-012) |
| Company lens variants | Cross-vertical: every ValOS client engagement runs through val-up. Valtience operator-team tenant (Mission Control superset access) + per-client tenants (scoped onboarding access; e.g., SBR tenant + New Era IT tenant + future-client tenants) |
| Capabilities | Mission Control 5-doc interactive browser + per-tenant Decision Card ledger + ADE Factory pipeline-branch spawn dispatch + Engagement Wizard runtime (7 phases) + 5-level maturity progression + per-tenant institutional knowledge accretion + Microsoft Entra OAuth multi-tenant + ABAC isolation |
| Mission categories | up.decision.draft.v1 + up.milestone.advance.v1 + up.intake.triage.v1 + up.pipeline.spawn.v1 + up.pause-point.verify.v1 + up.wizard.phase.advance.v1 |
| Cross-cuts | All 4 prior MC docs (vertical-fusion-checklist + milestones-manifesto + fusion-layer-integration-matrix + mission-control-operating-protocol) + master-decision-card-spec + ADR-013 (Wizard runtime) + ADR-019 (per-tenant Cores) + ADR-023 (Tiptap+Hocuspocus first concrete consumer) + ADR-018 (customer-acquisition cross-cut) + ADR-025 (val-forge multi-repo ADE consumer) |
| Reference | ADR-024; public DNS up.valtience.com |
val-forge Multi-Repo ADE (per ADR-025)
| Dimension | Detail |
|---|---|
| Vertical integration ID | L3.20 (per fusion checklist; extension of L3.14 val-forge) |
| Interfaces used | I3 Site (per-client repo = per-deployment site analog) + I5 Engagement (per-client repo lifecycle bound to engagement) + I6 Operator (Valtience operator-team + client-side reviewer + automated pipeline approver) + I7 Document (Decision Cards drive pipeline branches; ADRs + specs drive pipeline branches) + I8 Schedule (release cadence + per-client upgrade windows) |
| Physical AI hooks | n/a directly (val-forge is software orchestration); cross-cuts physical AI via per-client repo's blueprint output (which may include endpoint provisioning / device management / OT integration per per-vertical scope) |
| Company lens variants | Per-tenant + per-deployment: dev-workspace (Valtience platform team) + canonical ValOS (published platform) + per-client repos (each engagement) |
| Capabilities | 4-scope ADE routing + per-client repo lifecycle Missions + cross-repo dependency tracking (canonical → cascading client upgrades) + per-scope promoter approval + Decision Card → pipeline-branch dispatch from val-up |
| Mission categories | mission.forge.repo.create.v1 + archive.v1 + upgrade.v1 (per-client lifecycle); standard pipeline-type Missions extended with ade_scope field |
| Cross-cuts | ADR-011 (val-forge baseline extended) + ADR-024 (val-up primary consumer) + ADR-013 (Engagement Wizard Phase 2 invokes repo creation) + ADR-019 (per-tenant Cores can include repo references) + ADR-009 (MCP server pattern between val-up and val-forge) + CLAUDE.md publish workflow + project_blueprint_as_a_service.md memory |
| Reference | ADR-025 |
Provisioning + Onboarding
Device Provisioning (val-grid + Rufus + USB sidecar)
| Dimension | Detail |
|---|---|
| Vertical integration ID | L8.1 + L3.1 (val-grid) |
| Interfaces used | I2 Asset (new endpoint + USB sidecar + provisioning image) + I3 Site (target deployment location) + I6 Operator (technician deploying) + I8 Schedule (onboarding window) |
| Physical AI hooks | Substantial — physical USB stick for air-gapped provisioning + endpoint hardware + Rufus-burned bootable media + hardware tokens for code signing |
| Company lens | Per-MSP-client: SBR laptop provisioning vs New Era IT MSP fleet rollout vs manufacturing kiosk deployment vs healthcare medical-device onboarding vs air-gapped client environments (defense / financial / classified) |
| Capabilities | 3 paths: Online network-reachable (mesh via MeshCentral) + USB sidecar (semi-air-gapped) + Air-gapped (full offline) + Certificate authority (val-grid CA) + Code-signing |
| Cross-cuts | val-grid (CA + enrollment) + RMM (agent install) + Identity (Azure AD + cert chain) + val-policy (provisioning capability) |
| Reference | doc 12 + ADR-012 |
Engagement Wizard (5-level maturity framework)
| Dimension | Detail |
|---|---|
| Vertical integration ID | L7.4 |
| Interfaces used | I5 Engagement (onboarding case) + I6 Operator (operator-team + client) + I7 Document (questionnaires + onboarding artifacts) + I8 Schedule (onboarding cadence + maturity progression) |
| Physical AI hooks | n/a directly (orchestration discipline); cross-cuts physical via vertical-specific onboarding (e.g., manufacturing QMS Wizard touches physical equipment) |
| Company lens | Per-vertical Wizard variants: SBR onboarding + MSP onboarding + QMS manufacturing onboarding + Healthcare placement Wizard + 8 known Wizard instances (per ADR-013) |
| Capabilities (5 maturity levels) | L0 Manual + L1 Substrate-assisted + L2 Substrate-orchestrated + L3 Substrate-autonomous + L4 Substrate-self-evolving |
| Wizard template (7 phases) | Scope-assessment + Substrate provisioning + Capability-baseline rollout + Integration setup + Operator + technician training + Soft-launch validation + Go-live + monitoring |
| Cross-cuts | val-grid (initial substrate) + Engagement Core (per-onboarding state) + val-orchestrator (Wizard primitive) + AGENTS.md autonomy gates (maturity-level autonomy progression) + Engagement Wizard (8 industry corroborations per ADR-013 R225) |
| Reference | ADR-013 + 8 Wizard instances |
Marketing + Customer-Acquisition
Marketing Automation (base blueprint — cross-vertical)
| Dimension | Detail |
|---|---|
| Vertical integration ID | L7.3 |
| Interfaces used | I4 Conversation (multi-channel outbound + inbound) + I5 Engagement (lead → prospect → customer → advocate) + I6 Operator (lead + sales + customer) + I7 Document (content + nurture sequences + landing pages) + I8 Schedule (campaign cadence + drip sequences) |
| Physical AI hooks | Conditional — kiosks + signage + retail-floor cameras + IoT-enabled retail environments cross-cut marketing campaigns (especially for retail/hospitality verticals) |
| Company lens | Cross-vertical: B2B SaaS lead nurture vs retail email + SMS vs healthcare appointment reminders vs MSP referral programs vs SBR debt-recovery client engagement |
| Capabilities (8 areas per doc 18) | Lead generation + Lead nurture + Lead qualification + Customer onboarding + Customer retention + Customer advocacy + SEO + content + Video Genie |
| Cross-cuts | val-switch (multi-channel comms) + val-ingest (video content per doc 15 §14 + val-ingest video mode) + val-orchestrator (campaign Missions) + val-cargo (CRM integration via Business Central) + val-ledger (per-lead activity stream) + Engagement Cores (per-client campaign state) + Problem-Solving (campaign analysis) |
| Reference | doc 18 + ADR-018 + milestone M11.8-M11.9 |
Physical AI Dimension — Cross-Cut by Vertical Integration
Per IDENTITY.md §Physical AI & Fusion Hooks + PLATFORM.md §Interfaces (physical kind).
Endpoint as Physical AI subtype
| Endpoint subtype | Vertical integrations consuming |
|---|---|
| Windows / macOS / Linux desktop | RMM + Backup + MDR + Password Management (SSO-aligned) + Patch Management + Device Provisioning + Documentation (operator authoring) + Voice/Comms (WebRTC client) |
| Server (Windows / Linux) | RMM + Backup + MDR + Patch Management + Provisioning + SIEM (host events) |
| Mobile (iOS / iPadOS / Android) | RMM (mobile UEM scope) + Identity (MFA) + Comms (mobile chat / SMS / WhatsApp) |
| ChromeOS | RMM (Chrome management) + Identity (Google or Azure SSO) |
| Kiosk + Signage | RMM + Patch + Marketing (retail signage campaigns) + Provisioning + Custom QMS for manufacturing-floor displays |
| Rugged device (Zebra / Honeywell / Panasonic Toughbook) | RMM + Patch + Provisioning + QMS (manufacturing floor-data capture) |
| Manufacturing portable (handheld scanner / data terminal) | RMM + QMS (real-time process data) + Backup (per-device data) |
| PLC / Robot / Drone / Camera / RF-sensor | QMS (process control + quality inspection) + SIEM (OT monitoring) + Problem-Solving (physical incident investigation) + Provisioning (OT device onboarding) |
| Vehicle hardware | Fleet ops + RMM (mobile asset) + Provisioning (vehicle onboarding) |
Physical AI Capability Cross-Cut
| Physical AI capability | Vertical integrations |
|---|---|
| Embodied agent dispatch (Rust cross-platform agent) | RMM + Patch + MDR + Backup (per-endpoint backup) |
| Sensor data ingestion | QMS + SIEM + Problem-Solving + Marketing (retail floor sensors) |
| OT integration (PLCs / Robots / Manufacturing equipment) | QMS + SIEM (OT scope) + Patch Management (OT-scheduled windows) |
| On-site provisioning (USB sidecar + air-gapped) | Device Provisioning + Identity (cert chain) + RMM agent install |
| Camera / Vision systems | QMS (quality inspection) + SIEM (physical security) + Marketing (retail analytics) |
| Field operations (vehicle-mounted + drone + remote workers) | Field_services blueprint + Fleet ops + Remote-employee comms |
Company Lens Dimension — Cross-Cut by Vertical Integration
Per IDENTITY.md §The Org + §Market Reality + per-deployment + per-vertical framing.
Verticals scoped (current state + future-vertical capture-and-hold)
| Vertical | Primary engagement type | Industry-specific framing |
|---|---|---|
| Debt-recovery-AU (SBR — v1 production) | Debt-recovery-case | AU jurisdiction + Privacy Act 1988 + court actions + trust accounting |
| MSP / IT services (New Era IT — future) | MSP-ticket + service-contract | Microsoft-stack-aligned + SMB/Medium Enterprise + multi-client tenant management |
| Manufacturing (future) | Manufacturing-job + work-order + QMS-NCR | OT/IT convergence + ISO 9001 + IATF 16949 + supplier chain |
| Construction (future) | Construction-project + Field-services + Sub-contractor | Job-site safety (ISO 45001) + project-phase QMS + sub-contractor scorecards |
| Healthcare (future) | Healthcare-placement + patient-record | HIPAA + Privacy Act + clinical training + per-patient compliance |
| Food-safety (future) | Food-safety-incident + ingredient + co-packer | HACCP + supplier compliance + traceability |
| Medical-devices (future) | Device-recall + 510(k) + design-control | ISO 13485 + FDA 21 CFR Part 11 + design-history-file |
| Pharma (future) | Batch-record + audit + GxP | GMP/GDP/GLP + FDA + batch-coordinated audits |
| Financial-services (future) | Compliance-program + control-deficiency | SOX + ISO 27001 + financial regulator alignment |
| Legal (future) | Legal-matter + client-matter | Privilege + matter-management + court-deadlines |
Operator-team variants by company lens
| Operator role | Vertical-specific framing |
|---|---|
| Operator (per IDENTITY.md primary user) | Per-deployment — founder + owner + GM driving daily |
| Technician / Analyst | MSP technician (RMM) + SBR collection-specialist + manufacturing-quality-engineer + healthcare-clinician |
| Manager | MSP account-manager + SBR debt-collection-team-lead + manufacturing-operations-manager |
| Customer / Client | SBR client (debt-issuer) + MSP client (managed-IT customer) + manufacturing-client + healthcare-patient/provider |
| External-user (per I6 Operator subtype) | Auditor + Government regulator + Partner + Sub-contractor |
Capabilities Dimension — Cross-Cut by Vertical Integration
Per AGENTS.md autonomy gates + val-policy capability binding (Reads / Builds / Grows / Evolves / Computes per doc 33 R210).
Capability shapes by vertical integration
| Capability shape | Vertical integrations |
|---|---|
| Reads (query-only; low-stakes) | Documentation (LLMWiki search) + SIEM (alert query) + RMM (endpoint inventory query) + Business Central (bc.read.v1) |
| Builds (create + non-destructive write) | PSA (ticket creation) + val-track (work-item creation) + Marketing (campaign authoring) + QMS (document drafting) + Documentation (markdown authoring) + Business Central (bc.write.v1) |
| Grows (additive expansion — coral growth pattern) | Knowledge-node accretion + skill registry growth + Engagement Core versioning + Ring 3 blueprint additions |
| Evolves (refactor + supersede + retire) | Blueprint promotion / retirement + skill supersession + ADR locks |
| Computes (per doc 33 R210; 5th capability) | RPN calculation (QMS FMEA) + months-of-runway (financial) + utilization rate (PSA) + dedup analysis (Backup) + Wilson-score confidence (Mission promotion) + entity resolution (SBR debtor reconciliation) + custom script execution (RMM scripts) |
| ABAC extension (per doc 40 F269 + R276) | Per-tenant access control (PSA + Backup + MDR + Password + all multi-tenant verticals) |
OODA scale cross-cut (per SOUL.md mindset + PLATFORM.md Pulse Lifecycle)
| OODA scale | Vertical integrations |
|---|---|
| Tick (sub-millisecond — fast firehose orient) | SIEM event ingestion + RMM heartbeat + Voice call-event tick |
| Watcher (anomaly detection — continuous JetStream watch) | SIEM correlation + MDR detection + RMM anomaly + Backup failure detection |
| Pulse (per-interaction — operator chat / button / trigger) | Operator-initiated Mission + Skill dispatch + Approval gates |
| Genie (multi-step Mission — long-horizon workflow) | Problem-Solving multi-agent annealment + QMS audit + MDR threat-hunt + Engagement Core lifecycle |
| Value-engine (cross-engagement value optimization) | Marketing campaign value chains + PSA value tracking + Per-engagement profitability + Cross-engagement learning loop |
Reverse Map — Per-Interface, What Uses It
I1 WorkSpace (physical)
Concrete subtypes: Factory · Office · Vehicle · Greenfield · Field site · Remote work-from-home
Vertical integrations using I1:
- QMS (factory + workshop)
- Field_services blueprint
- Marketing (retail signage + kiosks)
- Provisioning (per-site rollout)
- RMM (per-site endpoint inventory)
I2 Asset (physical)
Concrete subtypes: Robot · Camera · PLC · Drone · RF-sensor · Endpoint (cross-platform) · Server · Network gear · Kiosk · Signage · Rugged · Manufacturing portable · IoT · Vehicle hardware
Vertical integrations using I2:
- RMM / UEM / MDM (every endpoint)
- Backup (per-asset data)
- MDR (endpoint asset)
- Patch Management (every patchable asset)
- SIEM (asset log source)
- Provisioning (every new asset)
- QMS (manufacturing assets)
- VPS / DNS / Hosting (server + DNS + certificate as assets)
- Marketing (retail kiosk + signage)
I3 Site (physical)
Concrete subtypes: HQ · Branch · Customer-site · Field-installation · Data center · Co-located rack · Edge location
Vertical integrations using I3:
- RMM (per-site endpoint scope)
- MDR (per-tenant per-site scope)
- VPS / DNS / Hosting (Data center + Edge)
- Provisioning (target site)
- Backup (repository location)
- QMS (per-facility scope)
- Field_services (job-site)
I4 Conversation (virtual)
Concrete subtypes: email · Teams · SMS · voice · webchat · WhatsApp · Instagram · Facebook · Telegram · Signal · in-app chat
Vertical integrations using I4:
- Voice / Comms (every channel)
- Marketing (multi-channel outbound + inbound)
- MDR alerting (email/SMS/webhook)
- RMM alerting (email/SMS/webhook)
- Backup failure alerts (email/SMS)
- val-track collaboration (in-app comments)
- PSA client communications (email + Teams)
- QMS complaint intake (multi-channel)
- Problem-Solving operator-team coordination
I5 Engagement (virtual)
Concrete subtypes: legal-matter · healthcare-placement · MSP-ticket · sales-deal · debt-recovery-case · construction-project · manufacturing-job · service-contract · investment-decision · DR-incident · marketing-campaign
Vertical integrations using I5:
- PSA (MSP-ticket + service-contract)
- val-track (every Engagement subtype maps to work-item)
- Engagement Core (per-engagement substrate state per ADR-019)
- Engagement Wizard (per-engagement onboarding)
- Legacy Modernization Mission (per-engagement migration)
- Problem-Solving (per-case)
- Marketing (campaign-as-engagement)
- QMS (NCR + audit + CAPA cases)
- Business Central (sales-deal + service-contract + project)
I6 Operator (virtual)
Concrete subtypes: human · agent (val-agent / val-orchestrator) · role (technician / manager / executive) · system-account · service-account · external-user
Vertical integrations using I6:
- ALL vertical integrations (Operator is the cross-cutting layer)
- Password Management (per-Operator vault)
- Identity / SSO (per-Operator authentication)
- val-policy (per-Operator capability binding)
- val-desk (per-Operator UI surface)
- Engagement Wizard (per-Operator maturity progression)
I7 Document (virtual)
Concrete subtypes: PDF · DOCX · transcribed-audio · scraped-web · markdown · structured-data · spreadsheet · presentation · image-with-OCR · video-with-transcript
Vertical integrations using I7:
- Documentation (LLMWiki + Cores per ADR-019)
- val-ingest (every document subtype ingestion)
- QMS (document control)
- PSA (ticket descriptions + agreements)
- val-block-renderer (rendering target)
- val-editor (authoring source)
- Marketing (content assets)
- Voice/Comms (call recordings as documents)
- SIEM (logs as documents)
I8 Schedule (virtual)
Concrete subtypes: appointment · shift · delivery · maintenance-window · backup-window · patch-window · audit-cycle · invoicing-cycle · sprint · cycle · recurring-task
Vertical integrations using I8:
- Backup (backup windows + retention)
- Patch Management (patch windows)
- QMS (audit cycles + review cadence)
- val-track (cycles + sprints)
- PSA (SLA windows)
- Marketing (campaign cadence)
- MDR (24/7 monitoring + threat-hunt cycles)
- Voice/Comms (call-back scheduling)
- Business Central (invoicing cycles)
- Engagement Wizard (onboarding cadence)
Fusion Layer Examples — Same Logic Across Many Subtypes
Concrete demonstrations of the fusion layer in action:
Example 1: "Schedule a maintenance window" — runs across many concrete subtypes via I8 Schedule
- Backup engine schedules backup window for client laptop (RMM cross-cut)
- Patch Management schedules OS patch window for manufacturing PLC (cross-cut to OT)
- val-orchestrator schedules audit cycle for QMS NCR review
- Marketing schedules drip-sequence delivery for sales-deal nurture
- PSA schedules SLA breach review cycle
- Voice/Comms schedules call-back appointment
Same logic (schedule + verify + execute + report); many subtypes (Backup window, Patch window, Audit cycle, Marketing cadence, SLA review, Call-back appointment); one Mission template dispatches across all.
Example 2: "Alert on anomaly" — runs across many concrete subtypes via I2 Asset + I4 Conversation
- MDR alerts on Defender detection → email + SMS + webhook
- SIEM alerts on Wazuh correlation → same channels
- RMM alerts on monitoring threshold → same channels
- Backup alerts on failure → same channels
- QMS alerts on NCR severity → same channels
Same logic (detect → triage → notify → log); many subtypes (Defender alert + Wazuh correlation + RMM threshold + Backup failure + NCR detection); one alerting Mission per val-switch channel.
Example 3: "Onboard a new asset" — runs across many concrete subtypes via I2 Asset + I3 Site + I6 Operator
- Provisioning onboards new laptop (val-grid + Rufus)
- RMM onboards new server (cross-platform Rust agent)
- QMS onboards new manufacturing PLC (OT discovery)
- val-host onboards new VPS server
- Identity onboards new operator (Azure AD)
- Password Management onboards new vault for new client
- PSA onboards new client engagement
Same logic (inventory → policy → provision → verify); many subtypes (laptop + server + PLC + VPS + operator-identity + vault + client-engagement); one Engagement Wizard template with per-subtype variants.
Example 4: "Compute a derived metric" — runs across many concrete subtypes via Computes capability (per doc 33 R210)
- QMS computes Risk Priority Number (severity × probability × detectability)
- PSA computes utilization rate (billable / total hours)
- Backup computes deduplication ratio
- val-track computes cycle burnup
- Financial computes months-of-runway (per doc 28 F170)
- Mission promotion computes Wilson-score confidence (per doc 27 F158)
- Entity resolution computes canonical-entity matching score
Same logic (read source b_facts → apply formula → emit derived b_fact); many subtypes (RPN + utilization + dedup + burnup + runway + Wilson-score + matching score); one Computes capability gates dispatch.
Example 5: "Resolve duplicate entities" — runs across many concrete subtypes via val-ontology entity resolution (per doc 33 R212)
- Resolve duplicate debtor records (SBR)
- Resolve duplicate equipment records (manufacturing maintenance)
- Resolve duplicate customer records (Business Central + RMM Client cross-cut)
- Resolve duplicate Asset records (RMM endpoint convergence with PSA asset)
- Resolve duplicate contact records (across Conversation subtypes)
Same logic (multi-source records → derived-property chain → canonical entity); many subtypes (Debtor + Equipment + Customer + Asset + Contact); one Mission category (mission.resolution.v1).
Integration Density Heatmap
Per vertical integration × interface density (which interfaces each integration touches):
| Integration | I1 WorkSpace | I2 Asset | I3 Site | I4 Conversation | I5 Engagement | I6 Operator | I7 Document | I8 Schedule | Total Interfaces |
|---|---|---|---|---|---|---|---|---|---|
| QMS (base blueprint) | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | 8 (highest density) |
| Problem-Solving (base) | △ | △ | △ | ✓ | ✓ | ✓ | ✓ | 4 (+ 3 conditional) | |
| PSA / Ticketing | ✓ | ✓ | ✓ | ✓ | ✓ | 5 | |||
| RMM / UEM / MDM | ✓ | ✓ | ✓ | ✓ | 4 | ||||
| MDR | ✓ | ✓ | ✓ | ✓ | 4 | ||||
| Marketing Automation | △ | ✓ | ✓ | ✓ | ✓ | ✓ | 5 (+ 1 conditional) | ||
| SIEM | ✓ | ✓ | ✓ | 3 | |||||
| Backup | ✓ | ✓ | ✓ | ✓ | 4 | ||||
| Password Management | ✓ | ✓ | ✓ | ✓ | 4 | ||||
| Voice / Comms | ✓ | ✓ | ✓ | 3 | |||||
| VPS / DNS / Hosting | ✓ | ✓ | ✓ | 3 | |||||
| Patch Management | ✓ | ✓ | ✓ | 3 | |||||
| Documentation | ✓ | ✓ | ✓ | 3 | |||||
| Business Central SoR | ✓ | ✓ | ✓ | ✓ | ✓ | 5 | |||
| Provisioning (val-grid) | ✓ | ✓ | ✓ | ✓ | 4 | ||||
| Engagement Wizard | ✓ | ✓ | ✓ | ✓ | 4 |
Legend: ✓ direct usage · △ conditional usage (depends on engagement type)
Highest density vertical integration: QMS (8 interfaces — all of them). Confirms QMS as the most-cross-cutting base blueprint at substrate scope.
Universal interfaces (used by 8+ vertical integrations): I2 Asset (12) + I6 Operator (all 16) + I8 Schedule (11). These are the fusion-layer anchors — most cross-cutting interfaces.
How to Use This Matrix
For planning vertical-integration scoping
- Pick vertical integration to scope (e.g., RMM, PSA, Backup)
- Identify interfaces it uses (look up row)
- Identify physical AI hooks + company lens variants + capabilities
- Cross-reference fusion-checklist Layer N for current state
- Cross-reference milestones-manifesto Milestone M for forward-build sequencing
For prospect/customer conversations
- Prospect asks "Does ValOS do X?"
- Look up X in matrix
- Identify: capabilities + interfaces + company lens variants
- Articulate: ValOS does X via interfaces I and J, applicable across verticals A, B, C, with capabilities P, Q, R
For architectural decisions
- New vertical integration proposed
- Map to interfaces it would use
- Check if interfaces have concrete subtypes already (composition with existing)
- Identify cross-cuts with existing integrations
- Sub-types add to existing concrete-subtype list (coral growth)
For Problem-Solving Missions
- Problem-Solving Mission instantiates dynamic Worker roles per problem context
- Worker roles drawn from interfaces involved (e.g., problem touching I2 Asset → endpoint specialist; problem touching I5 Engagement → engagement specialist)
- Same Mission template + same Worker dispatch pattern + different concrete subtypes per problem
Cross-Pipeline References
This matrix references:
- 40 research docs (2026-05-11 pipeline; all 5 batches)
- 16 ADRs (2026-05-12)
- vertical-fusion-checklist.md (current-state inventory — Layer-by-layer)
- milestones-manifesto.md (forward-build sequencing — 13 milestones × ~110 sub-milestones)
- PLATFORM.md (Ontology System §Interfaces + Pulse Lifecycle + Five Rings)
- IDENTITY.md (per-deployment lens — The Org + Physical AI scope + Hardware/Edge + Systems of Record table)
- SOUL.md (architectural law + Mindsets — including #6 OODA + #7 Checklist Manifesto)
- AGENTS.md (Caveman Tiers + Autonomy Gates + Surface-Specific Tone)
- CLAUDE.md (Cowork dev rules + ARCH-165 markdown-view-layer)
- valos-reference.md (engine + capability + vocabulary register)
- rules/architecture-layers.md + rules/fact-taxonomy.md + rules/ooda-pattern.md
- policies/model-stack.md + policies/voice-substrate.md
Companion Documents Summary
Three docs work together as the ValOS Cowork-side build tracker:
| Doc | Axis | Lens |
|---|---|---|
| vertical-fusion-checklist.md | Current state | Layered inventory (16 layers, status per item) |
| milestones-manifesto.md | Forward build | Sequenced milestones (13 milestones × ~110 sub-milestones × 13 pause points) |
| fusion-layer-integration-matrix.md (this doc) | Cross-cutting | Interfaces × Physical AI × Company Lens × Capabilities |
Use together: pick vertical integration → look up current state (checklist) → trace forward-build milestone (manifesto) → understand cross-cutting connections (this matrix).
Fusion-Layer Integration Matrix — Cowork-side composition. Connects vertical-fusion-checklist (current state) + milestones-manifesto (forward-build) to the actual fusion layer (PLATFORM.md Interfaces). The fusion is in the cross-reference: same logic across many concrete subtypes via interfaces. Public, versioned, wrong until proven right. 2026-05-12.