Contract and policy memory

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The scenario

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Step 1 — Upload the agreements, tagged by counterparty

client.upload_file(
    space_id="contracts",
    file="acme-msa-2026.pdf",
    tags=["counterparty:acme", "type:msa"],
)

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Step 2 — Ask with the scope pinned

res = client.retrieve_receipt(
    space_id="contracts",
    query="sublicensing rights",
    tags=["counterparty:acme"],
    receipt_detail="full",
)
for row in res.memories:
    print(row["content"], "\n  from document", row.get("document_id"))

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Step 3 — Keep the proof

receipt = client.get_receipt(res.receipt_id)
for cut in receipt["excluded"]:
    print("not shown:", cut["reason"], cut["detail"])

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Evals

1. Load two versions of the same agreement, one superseding the other.
2. Ask a question the two answer differently. Check which one comes back, and whether the other appears in the receipt’s excluded list.
3. Ask about a counterparty you have no contract for. It must return nothing rather than the nearest other agreement.
4. Pick three answers and trace each to its document_id by hand. If any cannot be traced, stop using it for anything that matters.

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Guardrails

• Superseded versions stay retrievable unless you say otherwise. That is usually right for contracts — but mark the old one explicitly with a correction and a reason so the status is recorded rather than inferred.
• Never paste a clause into a prompt from memory alone when the exact wording is operative. Use the result to find the document, then read it.
• A receipt carries ids and reasons, never content, which is what makes a receipt id safe to put in a ticket even when the underlying agreement is confidential.

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