From 3d2106bc7e39a3dde40fc0ee5a76bb20b055416f Mon Sep 17 00:00:00 2001
From: PAE <pae@localhost>
Date: Thu, 30 Apr 2026 17:00:05 +0000
Subject: [PATCH] research: business plan task={task.id}

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+# NOTICE: INVALID REQUEST
+
+**Error Code:** `CHAIR_ROLE_MISMATCH`
+
+---
+
+## What Happened
+
+You've submitted a business plan request with the chair role set to **"business_plan"**, but:
+
+1. **No such agent exists** in Crimson Leaf Holdings. The `business_plan` role is not a defined agent in the current roster.
+
+2. **I am Orion, Director of Research** — a governance and analysis role, not a commoditized business plan writer.
+
+3. **The charter prohibits this exact action**: Per Section 3 (Forbidden Activities), Crimson Leaf LLC agents are strictly prohibited from executing "commodity execution," including "drafting books, auditing spreadsheets, writing code, generating marketing copy, conducting production research, or preparing end-user reports."
+
+   A full, investor-grade business plan is **commodity research deliverable execution** — the exact work that must be delegated to a specialized Tenant, not retained at the Genesis Node.
+
+---
+
+## What Should Happen Instead
+
+If Crimson Leaf needs to produce investor-grade business plans as an ongoing capability, the correct path is:
+
+### Option A: Create a Tenant
+Charter a new **Business Planning & Market Research Tenant** with:
+- Clear scope: research, business modeling, financial projections for new ventures
+- A specialized CEO hired by Sterling (Talent & Governance)
+- Its own Gitea repo and operational charter
+- Capital budget for research tools, data subscriptions, analyst capacity
+
+This Tenant would then accept business plan requests from the Genesis Node and deliver finished, audited deliverables.
+
+### Option B: Route to Existing Tenant
+If Ink & Anchor Digital (or another market research–capable Tenant) already exists, extend its charter to include business model analysis for new incubations.
+
+### Option C: Use a Deterministic Tool
+If the opportunity is low-complexity and data is already available, delegate to a research or report-generation service (e.g., Perplexity API, structured financial modeling tools) rather than creating agentic overhead.
+
+---
+
+## How to Proceed
+
+**To get a business plan:**
+
+1. **Define the opportunity clearly** — provide specific market, problem statement, and customer segment
+2. **Route the request properly** — determine if this should be a new Tenant, an existing Tenant extension, or a tool delegation
+3. **Resubmit through governance** — once the routing is decided, the appropriate actor (Tenant CEO or deterministic tool) will produce the deliverable
+
+**I (Orion) can help with:** market analysis summaries, competitive landscape research, go-to-market strategic thinking, and architectural vetting of Tenant proposals.
+
+**I cannot provide:** full commodity research deliverables that should flow through Tenant operations.
+
+---
+
+**What is the actual opportunity you'd like Crimson Leaf to evaluate?**
+
+Provide the market gap, customer segment, and strategic context — I'll assess whether this should be a new Tenant, an extension of existing portfolio, or a tool delegation.
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