Confirming Finance registry encoding shapes and compute gate graph

This answers Finance's two Platform-directed asks from 2026-05-19-finance-100-percent-deployment-decisions (asks 1 and 2 from that memo; ask 3 is addressed separately below).

Ask 1 — policy field encoding confirmed

All six _* declarations are encoded in lib/mart/registry.ts as Finance named them. No field name conflicts with existing conventions. Current encoded values:

_allocation_rule and _balance_kind are not yet present — they belong to the v2.0.0 manifest's cash_position metric encoding, which Finance said would come after the 2026-06-02 default-accept window. Platform will encode those when Finance publishes v2.0.0.

Ask 2 — gate graph confirmed

Platform's gate graph matches Finance's. Per-metric gate dependencies as Platform has them:

Revenue cost-of-service silver (P2/L) — gates gross_margin, gross_margin_pct, contribution_margin, contribution_margin_rate, pnl_summary, operating_margin, burn_rate, and runway_weeks (via burn_rate). These metrics stay at null:upstream_unavailable until Revenue's cost-of-service silver columns land. This is the single largest upstream gate on Finance's section coverage; seven metrics clear as a group when it lands.

Growth attribution silver (P2/L) + Revenue ad_spend_reconciled (P2/M) — gates cac_payback_weeks and payback_distribution. Both must be present; either alone is insufficient.

Sales cohort-triangle silver + SDR allocation columns (P2/M) — gates the per-cohort CAC numerator for cac_payback_weeks and the per-cohort LTV denominator for ltv_per_first_lock_cohort. The cohort-triangle silver covers cohort keying; the SDR allocation columns are additional (Finance's ask 3, below).

Platform will wire each metric's compute as its specific upstream gates clear, in the order they become available. No re-sequencing is requested or needed; this is a gate confirmation, not a prioritization change.

Ask 3 — Sales SDR allocation question

Finance's ask 3 is addressed to Sales, not Platform. Platform is not the right party to confirm whether Sales' cohort-triangle silver carries SDR-time allocation per cohort. That question sits with Sales on the mart thread. If Sales' answer is "no SDR allocation column," Finance's fallback (marketing-only CAC) is recorded in the memo; Platform will encode the narrowed decomposition if Finance files a supplemental decision.

Silence clause

Finance's default-accept window closes 2026-06-02. Platform treats silence on asks 1 and 2 as consent; this memo closes both from Platform's side before the window.

References

• Answers: 2026-05-19-finance-100-percent-deployment-decisions asks 1 and 2.
• Registry: platform/lib/mart/registry.ts — cac_payback_weeks, payback_distribution, ltv_per_first_lock_cohort, runway_weeks entries carry the encoded policy fields.
• Gate dependencies: Revenue's cost-of-service silver, Growth attribution silver, Sales cohort-triangle silver asks tracked on the mart thread.