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Methodology Version Register

The single source of truth for every publicly released BCI Lab methodology document — one place where every version number, and every “which document currently governs which fact” question, has one unambiguous answer.

Document ID: BCI-VERSION-REGISTER-2026-v1.3 Maintained by: Amanda Zhang, Founding Partner Status: Active · Revised Companions: BSIP v4.0 · White Paper v4.0 · Institutional Charter v1.0
Revision Note — v1.2 → v1.3

This update records a two-document amendment dated September 20, 2026. The Independence & Conflict of Interest Policy moves to v1.3 and the Legal Disclaimer & Risk Governance Framework to v1.1, with their predecessors (Rows 22 and 24) marked Superseded.

Unlike the September 10 release, this is not a correction of drift. It is a deliberate change to a public commitment. Policy v1.2 stated that BCI Lab's sole commercial model was research access purchased by buy-side parties, and Section I of that Policy said that changing this would require a public amendment recorded here. Policy v1.3 adds a second, narrowly defined arrangement, the Self-Assessment Engagement, and states the safeguards that fence it from every public reading. Legal Disclaimer v1.1 conforms the one section of that document that described the same commitment in narrower terms. Documents that summarize the earlier wording have not yet been conformed; see Notes on This Register.

26
Document Versions
Tracked
16
Currently
Governing
02
Released This
Cycle
02
Superseded This
Cycle

This register is the single source of truth mapping every publicly released BCI Lab methodology document to its version number, status, effective date, and relationship to every other document in the corpus. No defined term, threshold, or formula element should be independently redefined, with a different value, in more than one place. Where a document needs to state a version history, a threshold, or a formula, it references this register rather than restating the history itself.

This register does not merge documents or change their editorial independence. The White Paper and BSIP continue to be written, reviewed, and published on their own schedules, for different readers. What this register fixes is a single place where every version number and every “which document currently governs which fact” question has one unambiguous answer.

Scope. This register covers externally published methodology and governance documents: the White Paper, BSIP (and its predecessor names, including the retired “Institutional Methodology Disclosure” title), the BCI Lab Institutional Charter, the Independence & Conflict of Interest Policy, the Public Protocol Annex, the Legal Disclaimer & Risk Governance Framework, and the ten documents comprising The BCI Protocol governance stack.

Deliberately out of scope. Two documents revised in the September 10 cycle are not tracked here: the Terms of Service and the Privacy Policy. Both govern use of this website and the handling of visitor data rather than the methodology itself, and neither makes a methodological representation. They are version-controlled on their own pages. This exclusion is recorded rather than left implicit, so their absence is read as a scope decision and not an omission. Internal working documents — Core Definitions and its amendments, the Sector-Specific Calibration Governance Protocol, the M&A Backtest Registry, and the Action-series working papers — likewise remain out of scope and version independently for internal use.

At a Glance
#DocumentVersionStatusDate
1Institutional Methodology Disclosurev1.1ArchivedWinter 2025–26
2Public Protocol Annexv1.0SupersededWinter 2025–26
3Independence & Conflict Policyv1.1SupersededFeb 1, 2026
4BSIPv2.0SupersededMar 30, 2026
5Institutional Methodology Disclosurev2.0ArchivedApr 2026
6BSIP“v3.0”Never published—
7BSIPv4.0CurrentAug 20, 2026
8White Paperv1.0–v2.0ArchivedUnconfirmed
9White Paperv3.0SupersededUnconfirmed
10White Paperv4.0CurrentAug 21, 2026
11The BCI Protocol (index)v1.0CurrentAug 24, 2026
12Capital Loading Stress Standards (BCI-FIN-2026-003)v1.0CurrentAug 24, 2026
13Decentralized Interpretation Protocol (BCI-FIN-2026-004)v1.0CurrentAug 24, 2026
14Structural Blind-spot Backtesting Protocol (BCI-MOD-2026-005)v1.0CurrentAug 24, 2026
15Structural Failure Mode Monitoring Protocol (BCI-MOD-2026-006)v1.0CurrentAug 24, 2026
16Algorithmic Autonomy Protocol (BCI-MOD-2026-007)v1.0CurrentAug 24, 2026
17Data Provenance & Sensor Protocol (BCI-TEC-2026-008)v1.0CurrentAug 24, 2026
18Balance Sheet Integration Manual (BCI-FIN-2026-009)v1.0CurrentAug 24, 2026
19Trust Origination & Epistemic Legitimacy (BCI-GOV-2026-011)v1.0CurrentAug 24, 2026
20Misuse Prevention & Interpretive Safeguards (BCI-GOV-2026-012)v1.0CurrentAug 24, 2026
21Public Protocol Annexv1.1CurrentSep 10, 2026
22Independence & Conflict of Interest Policyv1.2SupersededSep 10, 2026
23BCI Lab Institutional Charterv1.0CurrentSep 10, 2026
24Legal Disclaimer & Risk Governance Frameworkv1.0SupersededSep 10, 2026
25Independence & Conflict of Interest Policyv1.3CurrentSep 20, 2026
26Legal Disclaimer & Risk Governance Frameworkv1.1CurrentSep 20, 2026

Rows 21–24 entered at v1.2; Rows 25–26 are new in v1.3 of this register. Rows 22 and 24 move from Current to Superseded in the same update; their cards are preserved below rather than replaced, since a superseded version remains the governing reference for any report published under it.

Document Lineage — Full Detail
01
Institutional Methodology Disclosure
Version 1.1
Archived
Release Date
Winter 2025–2026 (confirm exact date)
Supersedes
— earliest on record
Approval Reference
—
Notes
Earliest published document in this lineage. Retired as an active document name from v2.0 forward; see Row 4.
02
Public Protocol Annex
Version 1.0
Superseded
Release Date
Winter 2025–2026 (confirm exact date)
Supersedes
—
Superseded By
Public Protocol Annex v1.1 (Row 21)
Notes
Sector-specific (luxury hard-asset) numeric implementation of the R1/R3/R5 tier system defined in BSIP. Published bands: 9.0+ / 8.5–8.9 / 8.0–8.4 / 7.5–7.9 / <7.5. Those bands are carried forward unchanged into v1.1 and remain as cited at BSIP v4.0 §5; what changed at v1.1 was surrounding language, not the scale.
03
Independence & Conflict Policy
Version 1.1
Superseded
Release Date
February 1, 2026
Supersedes
—
Superseded By
Independence & Conflict of Interest Policy v1.2 (Row 22)
Notes
Most complete governance document in the corpus at the time of its release, and the source of the Mode B commitment restated at BSIP v4.0 §7.2. Published under the retired entity name “BCI Structural Dynamics Lab.”
04
BSIP (published as “BCI Audit Protocol v2.0 Documentation”)
Version 2.0
Superseded
Release Date
March 30, 2026
Supersedes
Institutional Methodology Disclosure v1.1
Approval Reference
—
Notes
Last complete, governance-approved protocol text prior to this release. Introduced the DRG Tier-1/2/3 + Confidence Band mechanism, retired at BSIP v4.0 §2 / §9.6.
05
Institutional Methodology Disclosure
Version 2.0
Archived
Release Date
April 2026
Supersedes
Institutional Methodology Disclosure v1.1
Approval Reference
“BSIP v3.0”
Notes
Published roughly one month after Row 4, under a separate document title, before the two naming conventions were consolidated. Its own change log states it aligned to draft “BSIP v3.0” concepts, including the Decision Binding Interface and the SIR/BDV/t½/BDI framework — the same content later found to require correction at BSIP v4.0 §0 and §4. Both BSIP v4.0 open items trace to this update. Retired document name; no later version was published under this title.
06
BSIP
“Version 3.0”
Never Published
Release Date
—
Supersedes
—
Approval Reference
—
Notes
A version label used in report footers, page metadata, and Row 5's update to describe protocol concepts under active development — including the Decision Binding Interface and the confidence-band DRG mechanism. No complete, governance-approved text under this version number was ever produced. Retained here as a formal record so the label is not mistaken for a missing document, and so it is not backfilled retroactively.
07
BSIP
Version 4.0
Current
Release Date
August 20, 2026
Supersedes
BSIP v2.0; formally closes the “v3.0” gap (Row 6)
Approval Reference
Amanda Zhang, Founding Partner
Notes
Retires the Decision Binding Interface (§0) and the Confidence-Band/DRG-Tier mechanism (§2, §9.6); consolidates all prior DRG systems into a single DRG-A/B/C/D standard; adds §9 (Known Limitations and Calibration Status). Released alongside White Paper v4.0.
08
White Paper — The Physics of Pricing Power
Versions 1.0–2.0
Archived
Release Date
Not reconstructed (confirm from internal records)
Supersedes
—
Approval Reference
—
Notes
Earlier versions are implied by the version progression to v3.0 below but are not independently documented in materials available at the time this register was first compiled. Left as an explicit gap rather than an estimated one, consistent with this project's evidentiary standard.
09
White Paper — The Physics of Pricing Power
Version 3.0
Superseded
Release Date
Unconfirmed (confirm from internal records)
Supersedes
v1.0 / v2.0 (unconfirmed)
Approval Reference
—
Notes
Public version immediately prior to v4.0.
10
White Paper — The Physics of Pricing Power
Version 4.0
Current
Release Date
August 21, 2026
Supersedes
White Paper v3.0
Approval Reference
Amanda Zhang, Founding Partner
Notes
Released alongside BSIP v4.0. Shares core variable definitions and the master formula with BSIP. Version numbers are synchronized for that release only and are not expected to remain in lockstep going forward — see the BSIP v4.0 Version Note.
The BCI Protocol — Governance Stack (Rows 11–20)

Ten documents entered the register at v1.1: the index page of The BCI Protocol and its nine constituent protocols. Full narrative treatment for this batch is not repeated as ten separate cards — every one of the ten shares the same simple lineage, an unregistered internal working draft superseded by this Version 1.0 — but three facts are differentiated enough to record here rather than leave for a reader to discover independently.

On the Numbering Gap

Protocol numbering in this stack runs continuously from BCI-FIN-2026-003 through BCI-GOV-2026-012. BCI-*-2026-010 is reserved for an internal document — covering weighting coefficients and risk-factor detail — never intended for external publication. The gap is recorded here, not filled, consistent with how this register already treats the “v3.0” gap in Row 6.

Protocol IDNamePredecessorNotes
—The BCI Protocol (index)— newGroups the nine protocols into Evidentiary Discipline, Calibration & Data Governance, Application, and Institutional Legitimacy.
FIN-2026-003Capital Loading Stress StandardsWorking draft, Jan 17, 2026Rediscovered alongside FIN-2026-004 after the rest of the stack was already underway. Removed a Decision Binding Interface-pattern conflict with its own §04.
FIN-2026-004Decentralized Interpretation ProtocolWorking draft, Jan 17, 2026Rediscovered alongside FIN-2026-003. Replaced an undefined term (“BCI Premium Stability”) with the Premium Quality Grade framework already defined in FIN-2026-009.
MOD-2026-005Structural Blind-spot Backtesting ProtocolWorking draft, undatedFirst protocol in the stack to reach the register.
MOD-2026-006Structural Failure Mode Monitoring ProtocolWorking draft, undatedRenamed one failure mode (Systemic Parasitism → Systemic Extraction Cascade) and removed a “Forecast statement” mechanism that conflicted with BSIP v4.0 §6.
MOD-2026-007Algorithmic Autonomy ProtocolWorking draft, undated—
TEC-2026-008Data Provenance & Sensor ProtocolWorking draft, Jan 2026Carried the retired “Brand Climate Index” name; see disclosure below.
FIN-2026-009Balance Sheet Integration ManualWorking draft, Jan 17, 2026Carried the retired name; see disclosure below. Most substantially revised document in the stack, alongside MOD-2026-006.
GOV-2026-011Trust Origination & Epistemic LegitimacyPart I of a combined working draftSplit from one draft into two independently addressable protocols (011–012).
GOV-2026-012Misuse Prevention & Interpretive SafeguardsPart II of the same draftSplit counterpart to GOV-2026-011.
New in v1.2 — September 2026 Governance Release (Rows 21–24)
21
Public Protocol Annex
Version 1.1
Current — This Release
Release Date
September 10, 2026
Supersedes
Public Protocol Annex v1.0 (Row 2)
Approval Reference
Amanda Zhang, Founding Partner
Notes
The published score bands are unchanged and remain as cited at BSIP v4.0 §5. Removed a 95% confidence-band provision, consistent with the retirement of that mechanism at BSIP v4.0 §9.6. Corrected “Temporal Structure” to Time Structure and removed a reference to the retired “Institutional Methodology Disclosure” title. Removed the Historical Anchor Strength Index, whose stated inputs overlap what Time Structure already measures and which appears in no confirmed list of derived metrics; removed two further named mechanisms with no corresponding published methodology, replacing the monitoring section with the Reassessment Trigger actually defined at BSIP v4.0 §3.4.
22
Independence & Conflict of Interest Policy
Version 1.2
Superseded
Release Date
September 10, 2026
Supersedes
Independence & Conflict Policy v1.1 (Row 3)
Approval Reference
Amanda Zhang, Founding Partner
Superseded By
Independence & Conflict of Interest Policy v1.3 (Row 25)
Notes
No change to the commercial model or any core commitment. Corrects the claim that a Governance Committee holds final publication authority: that authority currently rests with the Founding Partner, and the Committee is disclosed as in formation rather than described as existing. Adds a personal conflict-of-interest standard for individual analysts (§II), likewise disclosed as being built. Discloses BCI Lab's practice of ad hoc consultation with outside practitioners and academic researchers for factual accuracy, explicitly distinguished from governance authority. Removes a confidence-interval reference per BSIP v4.0 §9.6, retires the “BCI Structural Dynamics Lab” entity name, and adds a Jurisdiction clause.
23
BCI Lab Institutional Charter
Version 1.0
Current — This Release
Release Date
September 10, 2026
Supersedes
An unregistered internal draft titled “BCI Lab Structural Integrity Protocol (Charter)”
Approval Reference
Amanda Zhang, Founding Partner
Notes
First governance-approved version, and the first entry of this document into the register. Renamed from the superseded draft specifically to end a name collision with the BCI Structural Integrity Protocol, a separate document devoted to technical methodology; the draft also carried both v1.0 and v2.0 labels in different places within the same text. Corrects the master formula to the mandatory ES−1 denominator notation required protocol-wide at BSIP v4.0 §3.5. Sets the scope boundary at twenty-four months of operating history. Replaces three self-coined output categories with the Category A/B/C taxonomy defined at BSIP v4.0 §6, and removes a claim of organizational separation between diagnostic and commercial functions that does not correspond to BCI Lab's current structure.
24
Legal Disclaimer & Risk Governance Framework
Version 1.0
Superseded
Release Date
September 10, 2026
Supersedes
An unregistered internal draft labeled v2.0, with no registered predecessor
Approval Reference
Amanda Zhang, Founding Partner
Superseded By
Legal Disclaimer & Risk Governance Framework v1.1 (Row 26)
Notes
First governance-approved version. Removes a conditional clause (“unless explicitly disclosed in writing”) that qualified the independence commitment, which is unconditional under the Independence & Conflict of Interest Policy. Replaces an unsourced “12–36 months” signal-to-confirmation estimate with the intervals actually recorded in the internal backtest registry: six to eighteen months for a deteriorating asset, twenty to twenty-seven months for a positive re-rating. Removes references to a rating committee that has not been formed. Repositioned as the standard disclaimer appended to an individual report rather than a third independent restatement of commitments defined elsewhere.
New in v1.3 — September 20, 2026 Independence Amendment (Rows 25–26)
25
Independence & Conflict of Interest Policy
Version 1.3
Current — This Release
Release Date
September 20, 2026
Supersedes
Independence & Conflict of Interest Policy v1.2 (Row 22)
Approval Reference
Amanda Zhang, Founding Partner
Notes
Changes a public commitment; it does not correct drift. Replaces the statement that BCI Lab's sole commercial model is buy-side research access with a two-part model, adding the Self-Assessment Engagement: a fixed-fee, confidential engagement in which an entity commissions a structural diagnostic of itself, currently offered as Structure Readout. Adds Section I-A, which defines the arrangement and its safeguards: a fee that cannot vary with a reading and buys no influence over a conclusion; a firewall that keeps all client data and findings out of public research, including in anonymized form; a quiet period, with the engagement ended before any finding is delayed, and disclosure in any later publication; no solicitation of entities BCI Lab has published on, and public disclosure by addendum where such an entity becomes a client; conflict rules against concurrent buy-side engagements on the same entity; limits on the client's use of the report; and an annual aggregate disclosure of engagement count and revenue share. States expressly that the prohibition of equity, revenue-sharing, success-based, and other performance-linked compensation is unconditional and applies to every engagement. Discloses that acceptance of these engagements is presently determined by the Founding Partner, pending the Governance Committee. Applies to engagements accepted on or after the effective date.
26
Legal Disclaimer & Risk Governance Framework
Version 1.1
Current — This Release
Release Date
September 20, 2026
Supersedes
Legal Disclaimer & Risk Governance Framework v1.0 (Row 24)
Approval Reference
Amanda Zhang, Founding Partner
Notes
Revises Section II only. The commitment that BCI Lab maintains no equity participation, advisory mandate, sponsorship arrangement, or contingent compensation structure with any entity referenced in a report remains unconditional, and is now stated to apply to every engagement. Section II names the one fee-bearing arrangement that commitment does not prohibit, the Self-Assessment Engagement defined at Independence Policy v1.3 §I-A, and points to the Policy for its terms, so that the disclaimer does not describe the independence position more narrowly than the Policy does. The unconditional character of the commitment, restored at v1.0 by removing a written-disclosure qualifier, is unchanged.
Notes on This Register
A Commitment Changed by Decision, Not Corrected

Earlier updates to this register recorded first registrations and corrections: language that had drifted out of step with the document above it. Rows 25 and 26 are different in kind. Independence & Conflict of Interest Policy v1.3 narrows a commitment that v1.2 stated without qualification, and does so by decision. The reason is recorded in the Policy's Version Note and repeated here so that it is not left to be inferred: a structural diagnostic is most useful to the people accountable for the brand it describes, and BCI Lab now offers it to them on a confidential, fixed-fee basis, fenced from all public research.

The change is recorded as a change. Nothing in Row 25 is presented as a clarification, and the v1.2 statement it replaces remains preserved at Row 22.

Conforming Amendments Pending

Three published documents summarize the earlier commercial model and have not yet been conformed to Policy v1.3: BSIP v4.0 §7.2 and its Independence footer line; White Paper v4.0, Section V (Independence); and the About page's statement that BCI Lab does not accept compensation from the entities it evaluates. Each will be conformed at its next revision, and each conformance will be entered here.

Until then, Independence Policy v1.3 governs the commercial-model commitment, as its opening paragraph provides, and where those documents describe it more narrowly, Policy v1.3 is the reference. This register records the gap rather than leaving it to be found.

“Brand Climate Index” — Count Corrected Again

Core Definitions v1.0 recorded the retired “Brand Climate Index” name as appearing in exactly one place: the Hermès scorecard copyright notice. Preparing the v1.1 update surfaced two further instances, in the January 2026 working drafts of BCI-TEC-2026-008 and BCI-FIN-2026-009, and the count was corrected from one to three.

Preparing the v1.2 update surfaced two more: the unregistered Charter draft superseded at Row 23, and the previously published institutional overview page. The count of confirmed historical instances is corrected here from three to five. Each was removed at the point it was found. That this count has now been revised upward twice is itself the record: a retired name does not disappear on the day it is retired, and the only way to know how far it spread is to keep counting in public.

On Unregistered Predecessor Drafts

Rows 23 and 24 each supersede a document that existed, circulated internally, and carried a version label, but was never formally reviewed or entered in this register. One carried two different version numbers within the same text; the other was labeled v2.0 with no registered v1.0 behind it. This is the same failure pattern recorded at Row 6, where a version label circulated in public metadata with no approved document behind it, and at Rows 11–20, where ten protocols existed only as unregistered drafts. The pattern is recorded rather than tidied away: a version number carries no authority until the document behind it has been reviewed and registered here.

Gaps are marked, not filled. Rows 1–3's exact release dates and the White Paper's v1.0/v2.0 dates (Row 8) are not reconstructed here. They should be filled in from BCI Lab's internal records before this register is treated as complete, rather than estimated for the sake of a tidy table — the same standard this project applies to every other unverifiable historical claim.

Rows 5 and 6, Read Together

The Institutional Methodology Disclosure v2.0 update (Row 5) is the one place in the record where the Decision Binding Interface and the confidence-band DRG mechanism are both traceable to a single event: an April 2026 update that explicitly aligned itself to draft “BSIP v3.0” content that was never itself finalized or formally approved. This is not two unrelated bugs found separately — it is one update whose source material didn't clear governance before being built on. The two further confidence-band references corrected at Rows 21 and 22 trace to the same origin.

“BSIP” is the sole active name going forward. Effective with v4.0, “Institutional Methodology Disclosure” is retired as an active document title. Both of its archived versions (Rows 1 and 5) are preserved here for historical reference only and are not authoritative for current operations. Any page, report footer, or piece of metadata still citing “BSIP v3.0” or “Institutional Methodology Disclosure” should be updated to cite BSIP v4.0.

When this register is updated. At every version change to any document within its scope, and at every expansion of that scope to a new document family. The v1.1 update tested the second trigger for the first time; the v1.2 update was the first to test the first, with four documents revised or first registered without any change to the White Paper or BSIP; the v1.3 update is the first to record a deliberate amendment to a public commitment rather than a correction. It is the authoritative cross-reference and should be consulted before restating version history in a report, footer, or page metadata, rather than each surface maintaining its own copy of that history.

Scope — Covers externally published methodology and governance documents: the White Paper, BSIP, the Institutional Charter, the Independence & Conflict of Interest Policy, the Public Protocol Annex, the Legal Disclaimer & Risk Governance Framework, and The BCI Protocol governance stack. The Terms of Service and Privacy Policy govern website use and visitor data rather than methodology and are version-controlled on their own pages. Internal working files (Core Definitions and its amendments, Sector Calibration Governance, the M&A Backtest Registry, Action-series working papers) version independently and remain out of scope.
Authority — Where this register and any individual document's own version-history text disagree, this register governs, consistent with BSIP v4.0 §10 (Version Authority).
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