OS Rules

The intelligence layer's brain — scoring rules, escalation rules, gate permissions, Claude's scheduled review instructions, and industry configuration.

Capacity Alert

EscalationActive

If a Team member's Active Campaigns count exceeds 5, flag for capacity rebalancing.

{
  "max_active_campaigns": 5
}

Confidence Score Decline

EscalationActive

If a campaign's Confidence Score declines 2+ points over 2 consecutive weekly reviews, flag the campaign At Risk.

{
  "window_weeks": 2,
  "decline_points": 2
}

Kill Switch Cascade

EscalationActive

If any Kill Switch fires, all downstream STAGE Briefs are flagged for review and Phase Gate decisions are held until reviewed.

{
  "action": "hold_downstream_gates"
}

Margin Guardrail Breach

EscalationActive

If Business Outcome Actual falls below 80% of Target for 2 consecutive weeks, escalate to the client lead.

{
  "window_weeks": 2,
  "threshold_pct": 0.8
}

Overdue Dashboard

EscalationActive

If a Campaign Command Dashboard record is not completed within 7 days of the prior week_of date, flag the campaign Overdue.

{
  "max_days_overdue": 7
}

Spend-Led Escalation

EscalationActive

If a STAGE Brief is tagged Spend-Led for 2+ consecutive weeks, escalate to the strategy lead for an Idea Integrity review.

{
  "threshold_weeks": 2
}

Gate Block

Gate PermissionActive

A STAGE Brief cannot be set to Live if its prerequisite Phase Gate decision is not Open.

{
  "enforced": true
}

Weekly Scheduled Review

Scheduled ReviewActive

Every Monday, review each active campaign's STAGE Briefs, Phase Gates, Kill Switches and Business Outcomes Log, then write back to the 5 Claude-owned fields on Campaigns: Current Phase, Confidence Score, Gate Signal Status, Operating Notes, Last Review Date. Do not modify any human-owned field (Idea Integrity Observation, Pre-mortem, Clarity Statement).

{
  "schedule": "weekly_monday",
  "owned_fields": [
    "current_phase",
    "confidence_score",
    "gate_signal_status",
    "operating_notes",
    "last_review_date"
  ]
}

ICS Blocker

ScoringActive

If any ICS dimension scores 1, the FRAME Brief is forced to Stop regardless of the weighted total.

{
  "blocker_score": 1
}