Portfolio Epics¶

Status: canonical as of v1.4.4. Full acceptance criteria, dependencies, and PI targets are tracked here. fcc audit safe reads the YAML front-matter blocks below and produces JSON or Markdown reports filtered by PI, owner, or value stream.

Legend: Owner is a persona ID from the FCC persona registry. Target PI aligns with pi-calendar.md. Status values: planned, in_progress, shipped, deferred, blocked.

PE-001 — GraphRAG over KnowledgeGraph + FederatedKG¶

id: PE-001
title: GraphRAG over KnowledgeGraph + FederatedKG
outcome: Extend the RAG pipeline to perform graph-walks across the federated knowledge graph for persona-aware retrieval, replacing flat vector-only retrieval as the default strategy.
owner: STE
value_stream: Framework
target_pi: PI-2027-Q1
status: planned
fcc_layer: 1
acceptance_criteria:
  - GraphRAG retriever implements multi-hop traversal across at least two ecosystem namespaces with bounded hop depth
  - CLEAR+ Explainability dimension shows ≥15% uplift versus baseline flat-RAG on the canonical benchmark corpus
  - Persona-aware query rewriter honors R.I.S.C.E.A.R. Style + Constraints for every participating persona
  - Demo notebook (notebooks/26_graphrag_walkthrough.ipynb) + Streamlit app (apps/streamlit/graphrag_explorer.py) ship end-to-end
  - ADR written covering GraphRAG retrieval strategy trade-offs (bounded vs exhaustive, cache vs recompute)
dependencies:
  - PE-002  # real seed data must land before GraphRAG benchmarks have anything meaningful to index
  - PE-008  # event-split lets us isolate GraphRAG retrieval events cleanly

PE-002 — Real Canonical Seed Data¶

id: PE-002
title: Real canonical seed data
outcome: Replace placeholder seed data with authoritative, licensed datasets across the 10 constellations and the FCC core — ICD-11, FIGI, NAICS, eIDAS, IEC 61970 CIM, DCAT-US 3.0.
owner: DE
value_stream: Framework
target_pi: PI-2027-Q1
status: planned
fcc_layer: 1
acceptance_criteria:
  - Every constellation vertical ships at least one non-synthetic dataset with license file + DataCite provenance
  - Healthcare constellation (Ophiuchus) integrates ICD-11 code system with controlled-vocabulary mapping
  - Finance constellation (Serpens) integrates FIGI instrument identifiers with OpenFIGI provenance
  - Government constellation (Caelum) integrates NAICS + eIDAS with DCAT-US 3.0 metadata
  - Energy constellation (Vela) integrates IEC 61970 CIM power-system model fragments
  - FCC core scenario library cites real benchmarks (CLEAR+ baseline set) rather than mock values
  - Data-management plans (OPEN-SCI-010) exist for every shipped dataset
dependencies:
  - PE-007  # rights-retention + licensing clarity flows through patent-delegation work

PE-003 — Internationalization (React + MkDocs)¶

id: PE-003
title: Internationalization (React + MkDocs)
outcome: FCC docs, persona content, and the React frontend ship in at least three locales beyond en-US — fr-FR, es-ES, de-DE.
owner: DE
value_stream: Documentation
target_pi: PI-2027-Q2
status: planned
fcc_layer: 1
acceptance_criteria:
  - MkDocs site builds in en-US, fr-FR, es-ES, and de-DE without strict-mode failures
  - React frontend (frontend/) uses react-i18next with locale bundles committed under frontend/src/locales/
  - Persona YAMLs carry optional locale fields for role/style/archetype (fallback to en-US)
  - At least three Streamlit apps render localized UI strings through a shared locale helper
  - Translation-management workflow documented (crowdin or weblate profile captured in docs/decisions/)
dependencies:
  - PE-002  # translating placeholder seed data is wasted work; real data must land first

PE-004 — Real-Time Multi-User WebSocket Collaboration¶

id: PE-004
title: Real-time multi-user WebSocket collaboration
outcome: Collaboration engine supports concurrent multi-user sessions with conflict resolution, presence tracking, and sub-second sync over WebSockets.
owner: BC
value_stream: Framework
target_pi: PI-2027-Q2
status: planned
fcc_layer: 1
acceptance_criteria:
  - Session engine handles at least eight concurrent users per session with sub-second sync
  - Conflict resolution gated by PHOENIX quality gate QG-COLLAB-001
  - Observability layer emits per-session metrics via OpenTelemetry span attributes
  - WebSocket bridge integrates with LaneRouter (dual-bus) so UX lane carries presence events
  - Reference deployment demonstrated on kind + Helm with ≥3 replicas and sticky sessions
dependencies:
  - PE-008  # dual-bus split required so collaboration presence doesn't drown out PAOM lane

PE-005 — Advanced Federation (Bidirectional Sync)¶

id: PE-005
title: Advanced federation bidirectional sync
outcome: Cross-project federation supports bi-directional namespace resolution, entity deduplication, and federated search across 15+ ecosystems.
owner: VDS
value_stream: Ecosystem
target_pi: PI-2027-Q2
status: planned
fcc_layer: 1
acceptance_criteria:
  - NamespaceRegistry handles at least 15 ecosystem namespaces with SHA-256 parity
  - Federated search returns entities from constellations + JV partners in a single query
  - Bidirectional sync merges upstream provider changes into packaged vocabulary without manual intervention
  - Change tracker emits audit events for every cross-namespace mutation and replays them through the event bus
  - Conflict-resolution policy documented in ADR with a clear fallback to "provider wins"
dependencies:
  - PE-009  # POLARIS/LYRA bridges are the reference consumers for bidirectional sync

PE-006 — Performance Optimization (Caching + Incremental Indexing)¶

id: PE-006
title: Performance optimization caching + incremental indexing
outcome: FCC core workloads (registry load, workflow graph traversal, simulation engine, RAG pipeline) meet per-workload latency SLOs via memoization + incremental indexing.
owner: RC
value_stream: Framework
target_pi: PI-2027-Q2
status: planned
fcc_layer: 1
acceptance_criteria:
  - Registry load stays under 200 ms cold-start with 150+ personas (current ~350 ms)
  - Simulation engine completes 24-node workflow graph in under 5 s (mock mode)
  - RAG pipeline incremental indexing avoids full re-embed on partial corpus change
  - Perf dashboard published via SMC (SAFe Metrics Crafter) PI scorecards with rolling 4-PI trend
  - Cache invalidation strategy documented with an explicit TTL + event-bus-driven bust path
dependencies:
  - PE-001  # GraphRAG is the first consumer of incremental indexing
  - PE-008  # event-split lets cache invalidation subscribe cleanly to the right bus

PE-007 — Patent Delegation to PHOENIX¶

id: PE-007
title: Patent delegation to PHOENIX
outcome: Patent-claim authoring, FTO analysis, and IP portfolio strategy distributed across sister projects via the IPEA persona, with PHOENIX as the ecosystem-wide IP governance home.
owner: IPEA
value_stream: Delegation
target_pi: PI-2027-Q1
status: in_progress
fcc_layer: 1
acceptance_criteria:
  - Every sister project hosting a patent artifact carries an IPEA persona contact
  - FTO analysis templates ship under docs/patent/ for every participating project
  - Portfolio gap analysis published quarterly via IPEA with counsel sign-off
  - Cross-repo PR from FCC → PHOENIX transfers patent authority with signed ADR
  - Provisional + utility claim inventory remains coherent across ≥3 ecosystem projects
dependencies: []

PE-008 — Dual-Bus Event Split + OTEL SDK¶

id: PE-008
title: Dual-bus event split + OTEL SDK
outcome: Event bus split into PAOMBus + UXBus with typed publish/subscribe, per-lane OTEL tracer providers, and cross-domain replay — preserves 100% backward compatibility for the existing 81 EventTypes.
owner: RC
value_stream: Framework
target_pi: PI-2026-Q4
status: shipped
fcc_layer: 1
acceptance_criteria:
  - EventBus refactor preserves 100% backward compatibility for the 81 existing EventTypes
  - LaneRouter classifies every EventType into paom|ux|both via event_lane_map.yaml
  - Per-lane OpenTelemetry tracer provider shipped with OTO persona ownership
  - Cross-domain replay demonstrated end-to-end in a guided demo
  - DeprecationWarning emitted on direct EventBus() construction from v1.4.2+ code
dependencies: []

PE-009 — POLARIS / LYRA Bridge Integration¶

id: PE-009
title: POLARIS / LYRA bridge integration
outcome: FCC v1.5 preview plugins (POLARIS, LYRA) promoted from preview to first-class plugin citizens with documented contracts, cross-reference entries, and ecosystem-integration-tests CI coverage.
owner: EC
value_stream: Ecosystem
target_pi: PI-2027-Q1
status: planned
fcc_layer: 1
acceptance_criteria:
  - POLARIS plugin graduates from src/fcc/plugins/v1_5_preview/ to src/fcc/plugins/
  - LYRA plugin graduates similarly with full cross-reference matrix integration
  - Integration tests run in the ecosystem-integration-tests CI gate and stay green for 2 consecutive PIs
  - Plugin contracts (ABC + typed events) documented in the plugin cookbook
  - v1.4.4 mocks replaced by stable adapters by PI-2027-Q1 exit
dependencies:
  - PE-005  # bidirectional federation is a downstream consumer
  - PE-008  # POLARIS/LYRA emit UX-lane events and rely on LaneRouter classification

How to read this page¶

Each YAML block is machine-readable. fcc audit safe parses the front-matter blocks and renders a console table (or JSON report) showing id, title, owner, target_pi, value_stream, status, and derived counts. Acceptance criteria and dependencies stay structured so downstream dashboards can cross-reference them.

The FCC layer attribution (fcc_layer: 1) maps each epic to Layer 1 Emergent Design under the SAFe↔FCC reconciliation; see ../safe-fcc-vocabulary.md.

SMC — SAFe Metrics Crafter owns the PI scorecard aggregation across these epics.
SFBI — SAFe-FCC Bridge Interpreter keeps the vocabulary consistent when epics are translated into portfolio-tier narratives.
TLDR — Three-Layer Doc Reconciler ensures each epic's Layer 1 ROADMAP entry matches its Layer 2 SAR section and Layer 3 AGENTS contract.
VDS — Vocabulary Drift Sentinel owns PE-005 (advanced federation).
OSCU — Open-Science Curator pairs each epic with at least one OPEN-SCI template reference.
PHV — Pattern Harvester surfaces upstream-worthy epic candidates from sibling repos.