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Parked: evaluate minimized case summaries beyond references-only context #52

Closed as not planned

Description

@aryanorastar

Status

Deferred. The active memory plan is references-only; do not replace it or start retaining conversation text as a shortcut.

Problem

A long-running case may eventually need a concise record of attempted steps and unresolved questions. The need and benefit must be demonstrated after the references-only pilot, not assumed.

Acceptance when resumed

  • First establish what the approved live-reference context cannot cover and whether a summary is necessary.
  • Obtain explicit retention, deletion, processor and security approval for any additional stored content.
  • Keep customer/case ownership enforced outside the model, minimize content, preserve uncertainty and support erasure/expiry.
  • Never promote a summary or a customer/staff statement into product truth or training data.
  • Test cross-customer isolation, injected instructions, edits/deletions, expiry, opt-out, restarts and optional-feature failure fallback.

Gate

Product/privacy review before implementation or capture. No data retention is enabled by this issue.

Activity

  1. added
    parkedDeferred work with a durable return point; not in the current release
    on Oct 19, 2026
  2. aryanorastar commented on Oct 24, 2026

    @aryanorastar
    CollaboratorAuthor

    Status check — main 16ee8ca, 2026-10-24

    Not built, by design. Nothing in main stores case summaries or message text.

    Done (the references-only memory this issue must follow)

    Not done

    • The references-only pilot itself: 48 h, test forum only, with an approved customer notice. That's the prerequisite for this issue's first acceptance point.
    • No evidence yet about what live references can't cover. Without that data, summaries can't be justified.

    Related PRs: #61, #60, #73, #74 (all merged, all features off).

    When picked: only after the pilot has run and shown a concrete gap. Then go through retention, deletion and processor approval before any stored content.

  3. aryanorastar commented on Oct 25, 2026

    @aryanorastar
    CollaboratorAuthor

    Closing as not planned for the current product version after Aryan's October 25 request to audit completed and deliberately dropped scope.

    The adopted memory design is references-only with live, owner-scoped context. No pilot evidence currently establishes a need for additional stored conversation summaries. Building that extra content-retention path now would duplicate the context workflow and introduce an unapproved data lifecycle.

    This is a scope decision, not an implementation, customer-resolution or erasure claim. Preserve the issue/history and existing encryption for unrelated identity/order records. If the references-only pilot later demonstrates a specific gap, propose that narrowly, with a necessity assessment and separate retention/deletion/processor/security approval before implementation. Required memory, isolation, forgetting and reviewed-improvement work remain in the master plan; #85's existing operational-metadata policy work remains open.

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