MODULE 2 · LESSON 5 / 5

Decision Engine™ — thresholds and verdicts

9 min read

From 4 scores to 1 verdict

The Decision Engine™ combines all four proprietary scores into a single Decision Score /100, then maps it to an actionable verdict. No verdict is ever produced without a confidence context.

Decision Score =
Momentum Index™ × 0.35
+ Lifecycle Position™ (weight) × 0.25
+ Intelligence Grade™ × 0.25
+ Openness Score™ × 0.15

SOURCE: ground_truth.json → decision_engine.formula_weights

The 4 verdict thresholds

Verdicts are determined by multi-criteria AND logic — all conditions must be met simultaneously. A high score in one dimension alone is not sufficient.

INVEST

Momentum ≥70 AND Openness ≥40 AND Grade ≥70

Strategic window open — engage now

MONITOR

Momentum ≥45 AND Openness ≥25 AND Grade ≥50

Promising trajectory — premature to commit

EXPLORE

Momentum ≥25

Interesting signal — investigate before deciding

AVOID

Below all thresholds

Weak signal — limited opportunity

Blocking guards — algorithmic safety

Even if the Decision Score formula produces a high number, blocking guards can override the verdict when data quality or market structure indicates the signal is unreliable at that level.

BLOCKING GUARDS

intelligence_grade < 40INVEST → EXPLORE
patent_count < 50INVEST/MONITOR → EXPLORE
stage == mature AND momentum < 40→ AVOID
openness < 20 AND verdict == INVESTINVEST → MONITOR
stage == research AND verdict == INVESTINVEST → MONITOR

Why guards exist

A verdict without confidence context is dangerous. INVEST on a dataset of 30 patents with Intelligence Grade™ LOW is misleading. Guards ensure that verdicts match the actual reliability of the underlying signal.

Layer C — Tier gate (Phase 5.3)

Beyond Layer A (the AND-logic verdict) and Layer B (blocking guards), Layer C subordinates the user-facing verdict to evidence_certainty — a categorical reliability label (HIGH / MODERATE / LOW / VERY_LOW) derived from the Intelligence Grade™ framework. A verdict is never presented without a coherent confidence signal attached. The mapping is categorical, not threshold-based.

Why it exists: prior to its introduction, a verdict like « INVEST + Confidence 50 » was structurally possible because the AND-logic operates on raw scores while evidence_certainty derives from orthogonal signals (critical issues, silhouette, source coverage). Layer C subordinates the user-facing verdict to the certainty label so every output is auditable.

EVIDENCE_CERTAINTY → TIER → VERDICT OUTPUT

HIGHTIER_HIGH90Raw verdict preserved
MODERATETIER_MODERATE70Directional signal label
LOWTIER_MODERATE50Directional signal label
VERY_LOWTIER_LOW25INSUFFICIENT_DATA

TIER_MODERATE — Directional signal labels

When evidence_certainty is MODERATE or LOW, the raw verdict is mapped to a directional label that signals direction without committing to a categorical recommendation — the audit-grade language defendable in front of an IP firms clients.

INVESTOPPORTUNITY_SIGNAL
MONITORMIXED_SIGNAL
EXPLOREWEAK_SIGNAL
AVOIDNEGATIVE_SIGNAL

TIER_LOW — Verdict withheld

When evidence_certainty is VERY_LOW, the verdict is fully withheld and replaced by INSUFFICIENT_DATA — no signal can be defended. Resolve the underlying signal-integrity issues before re-analysis.

No verdict without confidence

Every verdict in Stratensight is accompanied by a confidence indicator. This is a core design principle: a verdict tells you what to do; the confidence tells you how much to trust it.

The confidence is derived from the Intelligence Grade™, dataset volume, and the number of blocking guards that were triggered. If multiple guards fire, the confidence drops even if the raw Decision Score is high.

&check;

Module 2 complete

You now master all five Stratensight scores: Momentum Index™, Lifecycle Position™, Openness Score™, Intelligence Grade™, and the Decision Engine™.

Key takeaways

  • Formula (indicative): Momentum×0.35 + Lifecycle×0.25 + Grade×0.25 + Openness×0.15
  • INVEST requires 3 simultaneous conditions: Momentum ≥70, Openness ≥40, Grade ≥70
  • Blocking guards override verdicts when data quality, volume, or concentration thresholds are violated
  • Layer C subordinates the user-facing verdict to evidence_certainty — no output is ever produced without a coherent confidence band attached (TIER_HIGH preserves raw, TIER_MODERATE → directional signal, TIER_LOW → INSUFFICIENT_DATA)
  • No verdict is ever produced without a confidence score — the confidence tells you how much to trust the verdict

QUIZ DE VALIDATION

1. In the Decision Score formula, which component has the highest weight?

2. Momentum=80, Openness=55, Intelligence Grade=75 — which verdict?

3. What happens when Intelligence Grade™ < 40 and the calculated verdict is INVEST?

4. A dataset of 45 patents produces a verdict MONITOR. What happens?

5. Why does Stratensight never produce a verdict without a confidence score?

6. Openness Score™ of 15 combined with verdict INVEST triggers which guard?

7. Which lifecycle phase receives the highest weight in the Decision Score?

8. What is the purpose of blocking guards in the Decision Engine™?

9. Momentum=80, Openness=60, Intelligence Grade=75 — all three are above their INVEST thresholds. But Openness=30 instead — what happens?

10. mature lifecycle + Momentum Index™ LOW (< 35) produces which forced verdict?

11. Verdict = INVEST with evidence_certainty = MODERATE — what does the user-facing surface display?

12. evidence_certainty = VERY_LOW — what does the user-facing surface display, regardless of the raw verdict?

← Lesson 4Module 3: Explorer →

Stratensight provides patent intelligence signals, not legal opinions or freedom-to-operate assessments. Not a substitute for IP counsel.