Canon

Canonical Ontology

Master conceptual model for SpineWorkspace and the IntegrateWise platform

The organizing center is Business Context.

Not AI. Not the Workbench. Not integrations. Not the agent network.

Everything exists to make business context continuously available, projectable, actionable,
governable, executable, and continuous across organizational work
.

Spine Fabric is the contextual business-memory and continuity layer making it available to
humans and AI.

1. The Ontology at One Glance

INTEGRATEWISE (integratewise.ai · COMPANY)
└── SPINEWORKSPACE (spineworkspace.com · PRODUCT)
    ├── BUSINESS CONTEXT — Business Reality · Org Context · Business Memory · Current/Historical State
    │                      Relationships · Events · Decisions · Evidence · Policies · Commitments
    │                      Dependencies · Risks · Outcomes
    ├── SPINE FABRIC — Canonical Spine · Operational Spine · Operational Sandbox · Context Assembly
    │                 Memory · Continuity · Provenance · Schema · Lineage · Reconciliation · Promotion
    ├── ORGANIZATION — Org · Business Units · Departments · Teams · People · Roles · Responsibilities
    │                 Authority · Policies · Goals · Objectives · Standards · Outcomes
    ├── BUSINESS DOMAINS — Executive · Sales · Marketing · Account Success · TAS · Support/Service
    │                     Finance · RevOps · BizOps · Product · Engineering · HR · Legal · IT
    │                     Security/Risk · Procurement · Administration
    ├── WORK — Objective · Work · Work Graph · Task · Assignment · Decision · Approval
    │          Communication · Research · Action · Dependency · Exception · Evidence
    │          Execution · Outcome · Continuity
    ├── PROJECTION — User · Role · Domain · Responsibility · Authority · Permission
    │               Industry · Current Work · Relevance · Policy · Context
    ├── HUMAN WORKBENCH — Personal · Today · My Work · My Queue · Tasks · Inbox · Approvals
    │                    Communications · Organizational Memory · Knowledge · Work Surfaces · Domain Projections
    ├── AI WORKSPACE — Twin · Twin Workspace · OODA · Coworker · Triage · Agents
    │                 Working Memory · Context · Plans · Delegation · Handoffs · Execution State
    ├── AGENT FABRIC — Twin · Coworker · Triage · Domain · Specialist · Research · Workflow · External Agents
    ├── CAPABILITY FABRIC — Capability · Registry · Contract · Policy · Inputs · Outputs
    │                     Evidence Requirements · Execution Binding
    ├── EXECUTION FABRIC — API · MCP · Spine Tools · Workflow · Pipeline · ADK
    │                    Agent Runtime · Orchestration · Queue · Worker · Durable Execution
    ├── GOVERNANCE — Identity · Authority · Permissions · Policy · Risk · Approval · Consent · Evidence · Audit · Accountability
    ├── CONNECTIVITY — Connector · Provider · API · MCP · OAuth · Credential Ref
    │                Webhook · Event · Sync · Schema Ingestion · External Platform
    ├── MEMORY — Personal · Conversational · Agent · Work · Entity · Organizational Staging · Organizational Published
    ├── RECONCILIATION — Intent · Execution · Receipt · Actual State · Verification · Reconciliation · Outcome
    └── PLATFORM SUBSTRATE — Identity · Configuration · Routing · AI Runtime · Execution Runtime
                            Communications · Governance Runtime · Infrastructure · Observability
                            Metering · OmniRoute

2. Dual Hosting / Product Domain Ontology

This is the actual dual-domain model:

DomainRepresentsContains
integratewise.aiIntegrateWise — the company, platform builder, technology provider, corporate authorityCompany · Platform · Technology · Solutions · Resources · Documentation · Corporate
spineworkspace.comSpineWorkspace — the customer-facing product and work environmentProduct · Workspace · Work · Business Domains · Communications · Personal · Twin · Administration
INTEGRATEWISE (integratewise.ai)
       │ builds / operates
       ▼
SPINEWORKSPACE (spineworkspace.com)

Business domains such as Finance or Sales are inside SpineWorkspace — they are not the
second meaning of dual-domain terminology.

3. Business Context Ontology

TermMeaning
Business RealityComplete current + historical state: entities, work, relationships, events, decisions, transactions, commitments, policies, outcomes
Business ContextThe subset/representation of reality needed to understand or perform particular work
Business MemoryPersistent information retained from previous activity
Organizational MemoryGoverned institutional knowledge surviving sessions and agents — derived from organizational events, decisions, evidence, work outcomes, approved interpretations. NOT raw chat, agent memory, unreviewed extraction, or a bare vector index
ContinuityPreservation of coherent work across time, people, systems, teams, sessions, AI actors
Memory + Current State + Context + Work History = Continuity

4–5. Organization Ontology

The organization is the root business object: identity; structure (business unit → department →
team → function); people (employee, manager, relationship); roles, responsibilities, authority;
goals, objectives, standards, policies; processes, capabilities, outcomes.

Organizational lifecycle:

Need → Goal → Objective → Plan → Work → Assign → Execute → Monitor
→ Decide → Complete → Verify → Reconcile → Outcome → Learn → Continuous Improvement

One shared context. Departments and roles are projection and authority dimensions — never
storage partitions:

ONE ORGANIZATION → CANONICAL SPINE
        ├─ Sales ─┐
        ├─ CS ────┼── same Work Graph
        └─ Finance┘

Cross-team work uses governed projections of the same Work Graph — no duplicated databases,
no departmental copies of truth.

6. Business Domain Ontology

Domains represent where work belongs: Executive, Sales, Marketing, Account Success, Technical
Account Success, Support/Service, Finance, RevOps, Business Operations, Product, Engineering,
HR, Legal, IT, Security/Risk, Procurement, Administration.

Domain sub-structures (Finance → Billing/Invoices/Payments/AR/AP…; Account Success →
Accounts/Health/Renewals/Escalations…; Sales → Leads/Pipeline/Contracts/Forecast…) are Spine
schema content. Never separate domain truth stores.

7–8. Spine Schema & Schema Synthesis

Spine Schema models organizational reality — not provider APIs: Organization, Person, Team,
Role, Responsibility, Authority, Domain, Goal, Objective, Work, Task, Assignment, Project,
Process, Workflow, Entity, Relationship, Event, Decision, Communication, Evidence, Policy,
Capability, Agent, System, State, Outcome, Continuity.

Synthesis pipeline:

Provider Schema → Mechanical Ingestion → Normalized Raw Schema → Primitive/Field Extraction
→ Semantic Synthesis → Canonical Entity Mapping → Canonical Relationships
→ Spine Schema Registry → Spine

The Schema Generator is NOT "generate an API schema." It is:
translate heterogeneous system representations into the organization's canonical semantic model.

9–13. Entity · Relationship · Event · Decision · Evidence

Entities have identity, attributes, relationships, state, history, provenance, permissions,
domain, source references. Examples: Organization, Person, Account, Contract, Opportunity,
Invoice, Ticket, Work, Task, Workflow, Agent, Capability.

Key relationships: Person→belongs_to→Team, Customer→owns→Account, Contract→generates→Invoice,
Work→assigned_to→Person, Work→delegated_to→Agent, Decision→affects→Work.

Events record changes or occurrences (business/user/work/communication/system/agent/
workflow/governance/approval/execution/reconciliation/memory). An event can produce context —
an event does NOT automatically become canonical memory.

Decisions: maker, context, alternatives, selected option, evidence, authority, timestamp,
consequences, work reference, result. Become org memory only via governance/promotion path.

Evidence: source, references, content, provenance, timestamp, freshness, confidence,
lineage, sensitivity. Evidence is not automatically truth — it supports truth claims or decisions.

14–15. Memory Ontology & Memory Authority

Canonical scopes: Personal · Conversational · Agent · Organizational Staging · Organizational Published.
Runtime vocabulary — Session/User/Work/Entity/Organization memory — are scopes, not interchangeable storage systems.

Promotion rule:

Event/Evidence → Context Assembly → Triage → Candidate → Staging → Governance
→ Approve / Reject / Defer → Canonical Promotion → Organizational Memory → Index/Projection
→ Human + Twin Context

Memory informs organizational truth; it does not silently become organizational truth.

16–18. Triage Ontology

Triage is the cognitive intake and classification boundary. It performs intake, classification,
entity linking, duplicate/conflict/ambiguity detection, sensitivity/materiality/freshness/
completeness assessment, memory-scope classification, governance recommendation, staging.

May write: triage item, candidate, classification, entity links, provenance, confidence,
conflict findings, memory scope, governance recommendation, review state, correlation ID,
causation ID.

May NEVER write: canonical entity state, approved organizational memory, authoritative policy,
permissions, authority grants, canonical relationships, promoted outcomes.

State machine — deliberately no AUTO_APPROVE:

Candidate ── Repair / Reject / Defer
     └── Pending Approval ── Reject (terminal) | Approve → Promote → Published

Triage classifies. Governance decides. The Pipeline promotes. Spine owns organizational
memory. Twin consumes the governed result.

19. Projection Ontology

Projection translates shared Spine state into a user-specific view across dimensions:
organization, domain, role, responsibility, authority, permissions, current work, context,
relevance, policy, industry, preferences.

Authenticated User → Gateway/TenantGate → Projection Contract
→ Policy-filtered Spine Read Model → Versioned View Manifest → Workbench

20–23. Work · Work Graph · Assignment · Allocation

Work spans users, domains, systems, and AI actors: objective, desired outcome, current state,
owner, participants, assignments, tasks, decisions, communications, dependencies, constraints,
evidence, actions, agent work, workflow state, approvals, exceptions, execution, results,
reconciliation, continuity.

Work Graph: Goal → Objective → Work → {Tasks, Decisions, Communications, Approvals, Research,
Actions, Exceptions, Dependencies, Agent Assignments, Workflows, Outcomes}.

Assignment targets: Human, Twin, Coworker, Domain Agent, Specialist Agent, Workflow, System,
Human+AI — each with assignee, role, authority, capability, scope, priority, deadline, status,
dependency, evidence requirement, expected outcome.

Work Allocation answers "who or what should perform what now?" from capability,
responsibility, authority, risk, complexity, context, urgency, cost, availability, preference,
historical performance, policy → Human / AI / Agent / System / Human+AI.

24–27. Workbench · Regions · Surfaces · Self-Organizing Workspace

Generated from Business Context + Organizational Memory + Role + Responsibility + Domain +
Authority + Current Work + User Preferences + Twin State.

Regions:

RegionContents
OrientationHome · Today · My Work · My Queue
PersonalNotes · Projects · Calendar · Activity
CommunicationEmail · Chat · Meetings · Calls · Documents
Organizational MemoryDecisions · Documents · Policies · Processes · Knowledge · Meeting Memory · Work History
WorkActive · Waiting · Approval · Delegated · Blocked · Completed
Domain WorkspacesSales · Finance · Customer Success · …

Work Surface modes: Grid, Board, Canvas, Timeline, Entity View, Workflow View, Dashboard, Feed,
Calendar. A surface is a representation of Work and Business Context — not the entity itself.

Self-organizing ≠ an LLM randomly rearranging UI. The workspace is contextually projected from
intent, role, responsibility, active work, capabilities, context, changes, governance.

Boundary: personal/reversible adaptation may be automatic; shared/consequential requires governance.
Allowed silently: view order, density, prefetch, cache, notification ranking, capability placement.
Never silent: canonical schema, canonical truth, permissions, authority, governance thresholds,
institutional memory, shared structures, workbench taxonomy.

28–32. Twin · Twin Workspace · Coworker · Agents · Handoffs

Twin lifecycle:

Receive Intent → Access Context → Reason → Plan → Allocate → Delegate
→ Invoke Capabilities → Monitor → Handle Exceptions → Communicate → Report → Maintain Continuity

Twin Workspace = AI operating surface (context, current work, tasks, plans, decisions,
delegation, agent assignments, tool calls, workflow runs, communications, evidence, results,
artifacts, working memory) — not canonical organizational memory.

Coworker = contextual companion at the human's active surface: observation, retrieval,
preparation, communication support, workflow assistance, screen/surface context, Twin sync.

Agent anatomy: identity, purpose, capability, context scope, authority scope, tenant scope,
policy, evidence requirements, work input/output, reconciliation. Types: Twin, Coworker,
Triage, Domain, Specialist, Research, Workflow, External. Handoffs transfer work context —
never ownership of organizational memory. Handoff payload includes request ID, work ID,
capability, context reference, result, status, evidence, actions taken, errors, confidence,
timestamp, attribution, recommended next step. Twin validates before incorporating.

33–34. Context Assembly & AI Boundary

Context Assembly produces minimum sufficient relevant context:

Spine → Context Assembly → Permission → Purpose → Freshness → Relevance filters
→ Operational Context

Never dump the entire Spine into the model.

CANONICAL SPINE ──(never direct)──► CONTEXT ASSEMBLY ──► filters ──► OPERATIONAL SANDBOX
                                                                    ├─ Twin · Coworker
                                                                    ├─ Domain Agents
                                                                    └─ External Agents

Both human and AI projection paths are governed. The Twin never queries canonical Spine directly.

35–36. Capability & Execution

Capability = businessly meaningful action (retry_payment, approve_discount,
send_customer_message…) containing ID, description, inputs, outputs, required context,
required authority, risk, evidence requirement, policy, available implementations.

Execution mechanisms (API/MCP/Spine Tool/Workflow/Pipeline/ADK/Orchestrator/Provider SDK) are
invisible to the user:

User Intent → Capability → Governance → Execution Binding → Execution

37–40. Governance · Communication · Lifecycle · Reconciliation

Governance decides whether an action may occur; Intelligence decides what might be a good
action
.

Communication is part of Work and can create evidence, decisions, assignments, approvals,
commitments, work events.

Execution lifecycle — provider success is not enough:

Intent → Plan → Capability → Governance → Execution → Receipt → Verification
→ Reconciliation → Outcome

Reconciliation states: Confirmed · Failed · Unknown · Divergent · Partially Complete · Pending
Reconciliation.

41–42. Operational vs Canonical · Storage Ownership

Operational Spine is the state of the machine. Canonical Spine is the state of the business.

Spine Cache = default agent read surface — not truth, never a write target.

Storage by ownership and authority (physical techs are implementation details):

LayerContents
CANONICALentities · relationships · lineage · schema · work · governance · audit · published memory
RAW / EVIDENCEfiles · attachments · raw payloads · immutable evidence
DERIVEDembeddings · search index · retrieval index
OPERATIONALactive context · idempotency · runtime state · projection snapshots · sync state
CACHEsessions · hot projections · connector state · invalidations

43–45. Documentation · Repository · Apps

Canonical document hierarchy: Doctrine → Business Context/Spine Ontology → Org Memory → Spine
Schema → Projection Contract → Work Graph/Allocation → Spine Workbench → Twin/AI Workspace →
Triage → Agent Fabric → Capability Fabric → Execution Fabric → Governance → Connectivity →
Reconciliation → Platform Architecture → Implementation Reality → ADRs → Runbooks → API Contracts.

Apps are surfaces; services/packages/infrastructure implement the ontology. Target service
taxonomy: spine, context, projections, work, twin, triage, coworker, agents, governance,
reconciliation, orchestration. App mapping: web → User Workbench + Twin Workspace; mobile →
Mobile Workbench; portfolio → Executive Projection; one-access(+console) → Identity;
platform → Customer Platform Admin; platform-console → IW Platform Operations.

46–48. Views · Interaction Model · User–Twin Lifecycle

Three views: User ("what do I need to know and do?" → Workbench + Twin) · Operator
("how is the work being executed?" → Platform Console) · System ("how is infrastructure
functioning?"). Users never need the system view.

Interaction model (operational semantics, expressible via clicks/chat/NL/Slack/email/approval
surfaces):

STORE → ASK → DECIDE → APPROVE/REJECT/MODIFY/CONSULT → EXECUTE → VERIFY → RECONCILE → CONTINUE

Canonical User–Twin Lifecycle:

USER → WORKBENCH → INTERACTION → COWORKER CONTEXT GATHERING → TWIN OBSERVE
→ SPINE CONTEXT ASSEMBLY → TWIN ORIENT → CONTEXT PROJECTION → USER REVIEW → USER DECISION
→ TWIN RE-ORIENT → WORK ALLOCATION → AGENT/WORKFLOW/CAPABILITY → GOVERNANCE → EXECUTION
→ SOURCE SYSTEM → RECEIPT → RECONCILIATION → SPINE CONTINUITY → TWIN → USER

49–50. Learning & Auto-Tuning

Learning: Observation → Pattern → Learning → Adaptation → Suggestion → Governance → Action.
The Twin may learn preferences, communication styles, escalation paths, successful workflows,
agent performance, recurring patterns. Learning NEVER overrides permissions, authority, policy,
governance, canonical truth.

Auto-tuning boundary:

Personal and reversible may adapt; shared and consequential requires approval.

51–52. Relationship Graph & Product Loop

ORGANIZATION → owns goals, defines objectives/people/roles/policies → WORK GRAPH realizes
objectives, connects entities, assigns humans/Twin/agents, generates decisions/communications,
requires approvals, invokes capabilities, produces evidence, reaches OUTCOME → RECONCILIATION
→ SPINE → CONTINUITY/MEMORY.

Complete product loop:

BUSINESS PURPOSE → NEED → GOAL/OBJECTIVE → WORK → BUSINESS CONTEXT → SPINE FABRIC
→ CONTEXT ASSEMBLY → PROJECTION → WORKBENCH ↕ TWIN → ALLOCATION → HUMAN/AI/HUMAN+AI
→ GOVERNANCE → CAPABILITY → EXECUTION → SOURCE SYSTEM → ACTUAL STATE → RECONCILIATION
→ OUTCOME → ORGANIZATIONAL MEMORY → LEARNING → NEXT WORK

53. The Architecture in One Sentence

IntegrateWise builds SpineWorkspace, a human–AI work coordination platform centered on Spine
Fabric—the contextual business memory and operational continuity layer through which fragmented
organizational reality is normalized, assembled into relevant Business Context, projected by
role and responsibility into the Spine Workbench, consumed by a user's bounded Twin through an
operational sandbox, coordinated across Coworker, Triage, agents, capabilities and workflows,
governed before consequential action, executed across connected systems, reconciled against
actual state, and returned to organizational continuity as the basis for the next piece of work.

54. The Deepest Ontological Question

For this organizational need, objective, work, user, role, domain, context, and moment: what
should the human do, what should the Twin do, what should they do together, what should be
delegated, what is authorized, what is missing, what needs to happen next — and how do we know
the business outcome actually occurred?

Foundational law:

Business Context is the center. Spine Fabric preserves and serves that context. Human and AI
operate on governed projections of it. Work is shared. Authority is governed. Execution is
reconciled. Continuity is preserved.