Plan: Applied Insurance Reference — Substrate Track

Unit ID: applied-insurance-reference-substrate Epic: applied-insurance-reference Status: Rolling-wave outline. Each item starts with its own clean-room ADR. Sketch: peril-structure-whitepaper.md §7.2, asset-exposure-ontology.md §13

Scope

Substrate changes the applied work motivates. None blocks a first release of Phases 1 to 5. Each follows ADR-A-C2: a domain-neutral premise and two non-insurance examples before any mechanism prose, and no insurance vocabulary in substrate text (ADR-A-C1).

Item Layer Change Sketch ref Enables
S1 Vocabulary concept-level lifecycle: deprecation, replacement and split across editions (already a Vocabulary open item) L-P1, PV-O3 edition upgrades of Phase 2 without breaking recorded values
S2 Eligibility HierarchicalMatch with a chosen traversal: all broader links, or one named sub-property of skos:broader L-P2, PV-O4 kind-only matching (Phase 2 and 3 checks)
S3 Eligibility moved into Phase 3 as AIR-3.2 and AIR-3.3 (ADR-A103, epic D12) L-P3, AL-2 checks across cause and characteristics (M2)
S4 Capacity first, then Quantification per promotion criteria grouping occurrences into episodes by a window anchored on the first occurrence L-P5 hours clauses, event aggregates (5.7, 6.3)
S5 Surface generated classes from collections and characteristic conjunctions, optional per E3 L-P4 design-time checks over bundles and write-back scopes
S6 guidance only spatial pattern: GeoSPARQL alignment, zones as concepts, spatial joins as derived artefacts L-P6, AL-1 Phase 4 zones
S7 Foundation resolution policy for conflicting evidenced assertions of one attribute AL-3 several assessments of one building (Phase 4)

Documentation deltas

Each item: its ADR, the layer README, docs/architecture/ontology-architecture.md (layer section and §11 open items).