{"number":"11","slug":"scoring-prioritization","filename":"11-scoring-prioritization.md","title":"Scoring and Prioritization","bytes":6500,"lines":185,"sha256":"902a1b676140183b765274eb8e0780561be73148a6be33a1922add309be71666","sections":11,"tables":5,"code_blocks":6,"href":"/v1/docs/scoring-prioritization","outline":[{"anchor":"1-why-score","level":2,"title":"1. Why score","line":3,"tables":[],"code":[]},{"anchor":"2-finding-quality-score","level":2,"title":"2. Finding quality score","line":7,"tables":["11.2-finding-quality-score.t1"],"code":["11.2-finding-quality-score.c1"]},{"anchor":"3-opportunity-priority-score","level":2,"title":"3. Opportunity priority score","line":26,"tables":["11.3-opportunity-priority-score.t1"],"code":["11.3-opportunity-priority-score.c1"]},{"anchor":"4-authority-score","level":2,"title":"4. Authority score","line":60,"tables":[],"code":["11.4-authority-score.c1"]},{"anchor":"5-lead-qualification-score","level":2,"title":"5. Lead qualification score","line":90,"tables":["11.5-lead-qualification-score.t1"],"code":[]},{"anchor":"6-pr-narrative-scoring","level":2,"title":"6. PR/narrative scoring","line":114,"tables":[],"code":["11.6-pr-narrative-scoring.c1"]},{"anchor":"7-technical-debt-scoring","level":2,"title":"7. Technical-debt scoring","line":133,"tables":[],"code":["11.7-technical-debt-scoring.c1"]},{"anchor":"8-economic-model-confidence","level":2,"title":"8. Economic model confidence","line":145,"tables":["11.8-economic-model-confidence.t1"],"code":[]},{"anchor":"9-portfolio-rules","level":2,"title":"9. Portfolio rules","line":158,"tables":["11.9-portfolio-rules.t1"],"code":[]},{"anchor":"10-override-log","level":2,"title":"10. Override log","line":171,"tables":[],"code":["11.10-override-log.c1"]}],"blocks":[{"type":"heading","level":1,"text":"Scoring and Prioritization","anchor":"scoring-and-prioritization","line":1},{"type":"heading","level":2,"text":"1. Why score","anchor":"1-why-score","line":3},{"type":"paragraph","text":"Scoring makes triage reproducible; it does not turn uncertain public evidence into certainty. Preserve raw evidence, component scores, reviewer notes, and overrides.","line":5},{"type":"heading","level":2,"text":"2. Finding quality score","anchor":"2-finding-quality-score","line":7},{"type":"paragraph","text":"Score 0–5:","line":9},{"type":"table","headers":["Dimension","0","3","5"],"align":["left","left","left","left"],"rows":[["Evidence","no support","credible single source/corroborated secondary","E4–E5, reproducible and current"],["Entity resolution","unresolved","probable match","exact legal/domain/person-role match"],["Recency","obsolete/unknown","relevant but aging","current for the decision/window"],["Directness","rumor","proxy","direct observation/measurement"],["Independence","copied origin","uncertain origins","independent origins"],["Contradiction check","none","basic check","strong alternatives actively tested"]],"line":11,"id":"11.2-finding-quality-score.t1"},{"type":"code","lang":"text","content":"FindingQuality = weighted mean of dimensions × 20","line":20,"id":"11.2-finding-quality-score.c1"},{"type":"paragraph","text":"Recommended weights: Evidence 30%, Entity resolution 15%, Recency 15%, Directness 15%, Independence 10%, Contradiction 15%.","line":24},{"type":"heading","level":2,"text":"3. Opportunity priority score","anchor":"3-opportunity-priority-score","line":26},{"type":"paragraph","text":"Score 0–5:","line":28},{"type":"table","headers":["Dimension","Weight","Meaning"],"align":["left","right","left"],"rows":[["Evidence strength","15%","quality of the underlying finding"],["Economic materiality","15%","plausible contribution margin, cash, risk, or capacity effect"],["Service fit","15%","ability of the offered service to address the mechanism"],["Executive relevance","10%","connection to named role and public priority"],["Strategic differentiation","10%","moves beyond table-stakes improvement"],["Time to useful evidence","10%","how quickly a test can confirm/refute value"],["Reversibility","5%","ability to stop or recover"],["Capacity fit","5%","likely operational feasibility"],["Urgency","5%","cost/risk of delay or time-bound window"],["Novelty without intrusiveness","5%","non-obvious but appropriate"],["Data sufficiency","5%","inputs available to size or test"]],"line":30,"id":"11.3-opportunity-priority-score.t1"},{"type":"code","lang":"text","content":"BaseOpportunityScore = weighted sum × 20\nRiskAdjustedPriority = BaseOpportunityScore × ConfidenceFactor × (1 − RiskPenalty)","line":44,"id":"11.3-opportunity-priority-score.c1"},{"type":"paragraph","text":"Use ConfidenceFactor 0.4/0.6/0.8/0.95 for low/moderate/high/very-high evidence. RiskPenalty ranges 0–0.6 and includes legal, privacy, security, execution, brand, and dependency risk.","line":49},{"type":"paragraph","text":"Hard gates override the numeric score:","line":51},{"type":"list","ordered":false,"checklist":false,"items":[{"text":"unresolved identity;","depth":0,"checked":null},{"text":"prohibited source/use;","depth":0,"checked":null},{"text":"sensitive-personal-data dependence;","depth":0,"checked":null},{"text":"exploit or credential dependence;","depth":0,"checked":null},{"text":"misleading financial claim;","depth":0,"checked":null},{"text":"no plausible service-to-mechanism fit.","depth":0,"checked":null}],"line":53},{"type":"heading","level":2,"text":"4. Authority score","anchor":"4-authority-score","line":60},{"type":"paragraph","text":"Use this outreach suitability rubric. Positive terms score 0 = absent/poor and 5 = strong. Penalty terms score 0 = none and 5 = severe.","line":62},{"type":"code","lang":"text","content":"AuthorityScore =\n  EvidenceSpecificity\n+ BusinessRelevance\n+ EconomicMechanismClarity\n+ Novelty\n+ UsefulnessOfNextStep\n+ RespectfulBoundary\n− Intrusiveness\n− UnsupportedCertainty\n− RequiredReadingFriction","line":64,"id":"11.4-authority-score.c1"},{"type":"paragraph","text":"An outreach draft is ineligible unless all hard gates pass:","line":77},{"type":"list","ordered":false,"checklist":false,"items":[{"text":"`EvidenceSpecificity ≥ 3` and every factual hook meets the evidence-use matrix;","depth":0,"checked":null},{"text":"`BusinessRelevance ≥ 3` for the recipient's verified remit;","depth":0,"checked":null},{"text":"`RespectfulBoundary ≥ 4`;","depth":0,"checked":null},{"text":"`Intrusiveness ≤ 1`;","depth":0,"checked":null},{"text":"`UnsupportedCertainty ≤ 1`;","depth":0,"checked":null},{"text":"`RequiredReadingFriction ≤ 2`;","depth":0,"checked":null},{"text":"`AuthorityScore ≥ 18`;","depth":0,"checked":null},{"text":"jurisdiction, contact provenance, suppression, and human approval gates pass.","depth":0,"checked":null}],"line":79},{"type":"paragraph","text":"The score never overrides a legal, privacy, security, evidence, or opt-out block.","line":88},{"type":"heading","level":2,"text":"5. Lead qualification score","anchor":"5-lead-qualification-score","line":90},{"type":"paragraph","text":"Lead qualification is company/opportunity fit—not personal profiling.","line":92},{"type":"table","headers":["Dimension","Points"],"align":["left","right"],"rows":[["target fits chosen industry/region/size constraints","0–15"],["public signal maps to offered service","0–20"],["evidence quality","0–15"],["plausible materiality","0–15"],["timing/trigger","0–10"],["responsible executive role resolved","0–10"],["lawful contact route and basis","0–10"],["small useful diagnostic can be offered","0–5"]],"line":94,"id":"11.5-lead-qualification-score.t1"},{"type":"paragraph","text":"Suggested bands:","line":105},{"type":"list","ordered":false,"checklist":false,"items":[{"text":"80–100: research-complete, human outreach review;","depth":0,"checked":null},{"text":"60–79: nurture or resolve missing evidence;","depth":0,"checked":null},{"text":"40–59: monitor;","depth":0,"checked":null},{"text":"under 40: archive/disqualify.","depth":0,"checked":null}],"line":107},{"type":"paragraph","text":"Do not award points for personal wealth, family information, protected traits, vulnerability, or private contact details.","line":112},{"type":"heading","level":2,"text":"6. PR/narrative scoring","anchor":"6-pr-narrative-scoring","line":114},{"type":"paragraph","text":"For each narrative theme:","line":116},{"type":"code","lang":"text","content":"NarrativePressure = Prevalence × Velocity × SourceDiversity × Credibility\n                  × StakeholderRelevance × Persistence × Propagation","line":118,"id":"11.6-pr-narrative-scoring.c1"},{"type":"paragraph","text":"Score components on defined ordinal scales and report raw counts. Include response quality and rebuttal evidence separately; do not label a narrative “misinformation” merely because it is adverse.","line":123},{"type":"paragraph","text":"Suggested propagation states:","line":125},{"type":"list","ordered":false,"checklist":false,"items":[{"text":"N0 isolated;","depth":0,"checked":null},{"text":"N1 repeated within one source/community;","depth":0,"checked":null},{"text":"N2 crosses communities/platforms;","depth":0,"checked":null},{"text":"N3 reaches trade media/influencers;","depth":0,"checked":null},{"text":"N4 reaches mainstream/regulatory/investor discourse.","depth":0,"checked":null}],"line":127},{"type":"heading","level":2,"text":"7. Technical-debt scoring","anchor":"7-technical-debt-scoring","line":133},{"type":"paragraph","text":"Passive signals cannot establish exploitability. Score the business diagnostic opportunity:","line":135},{"type":"code","lang":"text","content":"TechnicalPriority = Evidence × AssetCriticality × BusinessDependency\n                  × Persistence × PropagationPotential\n                  × (1 − ExistingControlEvidence)","line":137,"id":"11.7-technical-debt-scoring.c1"},{"type":"paragraph","text":"Use `Unknown` for unobservable controls. Do not turn absence of public proof into proof of absence.","line":143},{"type":"heading","level":2,"text":"8. Economic model confidence","anchor":"8-economic-model-confidence","line":145},{"type":"table","headers":["Model class","Inputs","Label"],"align":["left","left","left"],"rows":[["M0","no volume/value inputs","not estimable"],["M1","benchmarks/assumptions only","illustrative scenario"],["M2","one reported/measured anchor plus benchmarks","anchored scenario"],["M3","several target-reported/measured inputs","planning estimate"],["M4","reconciled internal financial/operational data","decision model"],["M5","controlled result/finance-confirmed","validated realized value"]],"line":147,"id":"11.8-economic-model-confidence.t1"},{"type":"paragraph","text":"External prospect audits are normally M0–M2. Outreach should state ranges only when useful and clearly labeled.","line":156},{"type":"heading","level":2,"text":"9. Portfolio rules","anchor":"9-portfolio-rules","line":158},{"type":"paragraph","text":"Do not return a single ranked list that favors quick fixes. Create horizons:","line":160},{"type":"table","headers":["Horizon","Typical state","Objective"],"align":["left","left","left"],"rows":[["Now","C0–C1","resolve uncertainty and capture low-risk value"],["Next","C1–C2","coordinate a material improvement"],["Build","C2–C3","change architecture/process/governance"],["New curve","C4","test a new unit of value/category thesis"]],"line":162,"id":"11.9-portfolio-rules.t1"},{"type":"paragraph","text":"Select at least one measurement-first option when evidence is below E4 or model class below M3.","line":169},{"type":"heading","level":2,"text":"10. Override log","anchor":"10-override-log","line":171},{"type":"code","lang":"yaml","content":"item_id: \"\"\nautomated_score: 0\nreviewer_score: 0\noverride_reason: \"\"\nevidence_added_or_removed: []\nrisk_gate: \"\"\nreviewer: \"\"\nreviewed_at: \"\"","line":173,"id":"11.10-override-log.c1"},{"type":"paragraph","text":"No silent score changes.","line":184}]}