Research

Methodology

How a Finexia run is set up so that its result can be argued with: scope, as-of date, admissible sources, missing data, provenance, checks, and what counts as evidence.

Written and covered by tests — not yet observed in a live runFinexia · published · updated · 4 sources · Finexia OS 0.0.22

This is the protocol the product enforces in code. Where this page and the code disagree, the code is right and this page is a bug.

#The eleven steps of a run

  1. The question is written down as asked, not as reformulated.
  2. The scope is fixed: which entity, which segment, which currency.
  3. The as-of date is fixed before any data is fetched. Everything downstream is evaluated at that date.
  4. Admissible sources are declared. A role that may not reach the open web cannot widen this list at run time.
  5. Missing data is recorded as missing. It is never filled by interpolation, and never silently dropped.
  6. Provenance is attached to each figure: the source, the period it covers, the metric, the unit, and the date we read it.
  7. Calculations are expressed as formulas in the deliverable, not as values copied into a cell.
  8. Checks compare what was expected against what was obtained, with a tolerance, and report pass or gap.
  9. If the data cannot answer at the as-of date, the card returns BLOCKED with the reason named.
  10. The run states which of its parts are tested, which are packaged, and which were observed.
  11. The run is replayable from the files it left behind.

#The only date we are sure of

A source carries a publication date that we did not observe and cannot verify. It also carries the date we read it, which we did observe. The core stores the second one under the name that says what it is, and the tool that reports a source to the journal redacts any secret embedded in the URL before writing it down 2.

#Tested, packaged, observed

These three words are not synonyms, and most disagreements about what a system can do come from treating them as one.

WordWhat it meansWhat it does not mean
TestedCode exists and a test exercises it, including its failure path.That anyone has seen it work in the product.
PackagedIt is inside a build that was produced and signed.That it was opened, clicked, or observed on screen.
ObservedSomeone ran the application and watched it happen.That it is covered by a test, or that it will happen again.

EvidenceApplied to the current version: the workbook engine is tested; the interface fixes from 0.0.20 are packaged and only one of the four was observed; the preflight refusal of a missing deck engine was observed in a live run 2.

#What BLOCKED means

BLOCKED is not a failure to be retried. It is a result: the question, at that date, with those admissible sources, cannot be answered honestly. A card that returns BLOCKED names the reason — a missing engine, an unavailable window, a source that does not cover the period.

The cost of not having this state is measurable. Version 0.0.20 spent 9.4 million tokens on a request whose format had no engine behind it. Version 0.0.22 refuses that request before starting a single process, and the refusal was observed in a live run 2.

#Reproducing a run

LimitThe public evidence bank on this site was sealed against Finexia OS 0.0.15 on 2026-09-08. The product is now at 0.0.23. Every screenshot carries its own version; none of them is presented as the current build.

#Sources

  1. Finexia OS — product state at 0.0.23Finexiainternal handover report · Finexia OS 0.0.23 · commit produit 5968ef0 · lu à bcae42d · published 2026-09-10 · read 2026-09-10Internal document, not published
  2. Finexia OS — handover report 0.0.22Finexiainternal handover report · Finexia OS 0.0.22 · commit d59e30e · published 2026-09-10 · read 2026-09-10Internal document, not published
  3. Finexia OS — handover report 0.0.19Finexiainternal handover report · Finexia OS 0.0.19 · commit 57a59df · published 2026-09-09 · read 2026-09-09Internal document, not published
  4. The canonical role registry, mirrored on this siteFinexiainternal registry · roster registry mirror · read 2026-09-10Internal document, not published

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