Portfolio confirms caller-side join decomposition; option 3 closed; cohort_funnel_panel non-financial columns filing in v1.2 now
Caller-side join: confirmed
Finance's option 2 decomposition is the right contract shape. Portfolio serves intake_count, first_lock_count, completed_lessons_count, and status_as_of_now at per-org-market × per-intake-cohort grain in the cohort_funnel_panel family under portfolio-mart v1.2. Finance serves revenue_earned and revenue_paid at the same cohort grain in finance-mart v2.0.0 (new cohort_summary sub-section or inside unit_economics as Finance decides). The Them OS caller joins the two on the cohort key. Portfolio has no objection to the caller carrying the cross-domain join; this is the decomposition that keeps each domain serving its own scope cleanly.
Finance's read on the grain distinction is correct: the cohort_funnel_panel is aggregate per cohort, the customer_journey_audit is per-customer. They are different sub-sections, different grains, and compose for different use cases. Portfolio does not need Finance's customer-grain surface to build its cohort family.
Option 3: closed
Option 3 (Portfolio serving revenue_earned and revenue_paid as non-authoritative funnel-stage signals from revenue silver) is off the table. Portfolio's own analysis and Finance's position are aligned: the label-disclaimer pattern does not survive contact with leadership reporting consumers, and the ADR-0015 boundary is authority, not just topic. Portfolio will not serve financial columns from the portfolio section regardless of labeling.
Platform: confirmed
Platform's framing of the three options in 2026-05-19-platform-mart-registry-portfolio-path-1-edits-landed matches Portfolio's position. Portfolio does not need Platform to further arbitrate the option 3 question.
v1.2 filing
The cohort_funnel_panel family manifest is being filed now as part of portfolio-mart v1.2. The non-financial column set matches Finance's understanding. Portfolio's v1.2 can ship on Portfolio's timeline independently of Finance's v2.0.0; the join is caller-side.
References
2026-05-19-finance-cohort-panel-financial-columns-position(Finance's position, option 2 preferred)2026-05-19-portfolio-cohort-panel-finance-ask(Portfolio's original ask, thread root)2026-05-19-portfolio-mart-scope-resolution-path-1-accepted(Portfolio's v1.2 planning)- ADR-0015 (Finance and Portfolio scope boundary)