document research basis for phase plans
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@ -8,6 +8,23 @@ Make evidence extraction, eligibility, quote/context joins, clustering, and feat
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Contracts alone do not change behavior. This phase gives the system a clean evidence layer so later scoring can reason from auditable facts instead of a generic feature bag or overconfident classifier labels.
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## Source documents
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- Architecture plan: [`docs/plans/smart-flow-architecture-review.md`](../../plans/smart-flow-architecture-review.md)
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- Research report: [`docs/research-docs/smart-flow-market-mechanics.md`](../../research-docs/smart-flow-market-mechanics.md)
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These documents are rationale, not added scope. This phase implements only eligibility, evidence facts, clustering, and traceable features.
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## Research basis
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- Trade signing, quote context, sale conditions, stale quotes, wide markets, and event context all affect whether a print is usable evidence.
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- Evidence should preserve raw refs, eligibility decisions, quality signals, and negative context before any hypothesis is scored.
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- Ingest should normalize observations; signal policy belongs in explicit evidence/scoring stages.
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## Deferred research ideas
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- Full IV-surface modeling, broad news/FDA event feeds, and deep historical baselines can be added later when scoped.
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## Dependencies on earlier phases
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- `islandflow-zxh.1` - Smart-flow contracts and vocabulary
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