thesis-investment-os/examples/sample_memory_policy.yaml at main · youngseongshin/thesis-investment-os · GitHub

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# Example memory policy for Thesis OS.
memory_policy:
  public_sanitized: true
  purpose: "Keep durable judgment memory while avoiding raw-data noise."

  layers:
    - id: working-memory
      owner_agent: ["alpha", "lattice", "arki"]
      retention: "run-scoped"
      promote_when:
        - "changes thesis"
        - "creates action"
        - "creates prediction"
        - "explains failure"

    - id: local-database
      owner_agent: ["alpha", "arki"]
      retention: "durable"
      stores:
        - "evidence"
        - "market_snapshots"
        - "screener_candidates"
        - "intraday_alerts"
        - "feedback"

    - id: vault-canonical-notes
      owner_agent: ["alpha", "lattice", "arki"]
      retention: "durable"
      stores:
        - "thesis cards"
        - "decision cards"
        - "roundtable notes"
        - "feedback reports"
        - "system notes"

    - id: llm-wiki-index
      owner_agent: ["arki"]
      retention: "regenerated"
      stores:
        - "current index"
        - "canonical locations"
        - "freshness summary"

  promotion_rules:
    - id: promote-thesis-change
      when: "evidence changes assumption, invalidation, or action"
      target: "vault/theses"

    - id: promote-measurable-judgment
      when: "judgment can be evaluated over a horizon"
      target: "prediction ledger or action queue"

    - id: promote-process-lesson
      when: "feedback identifies data, timing, crowding, interpretation, or execution failure"
      target: "vault/feedback and wiki index"

  discard_rules:
    - id: discard-duplicate-raw
      when: "raw item is already summarized and linked"
      treatment: "delete or private archive"

    - id: quarantine-low-confidence-social
      when: "social signal has no official or financial evidence"
      treatment: "quarantine summary only"

    - id: never-publish-private-runtime
      when: "item contains credentials, private channels, user memory, or account data"
      treatment: "exclude from public repo"