Writing

Writing

Essays and white papers on deterministic rule infrastructure for regulated work. One argument runs through all of them: a probabilistic model cannot serve a domain that runs on certainty, so the answer is a deterministic rule layer beneath the model, and the same engine serves every regulated domain.

White papers

Essays

01

Securities: the primitive that was already built

How a deadline check written for a letter of credit becomes a disclosure-filing engine — the gentlest version of the whole idea: a domain that needed nothing new.

June 19, 2026 · 7 min
02

Legal: where the model earns its keep

The one domain whose core check is genuinely semantic — and how the engine uses a language model for exactly that part and nothing more.

June 19, 2026 · 7 min
03

Data Protection: a matrix of jurisdictions

The first domain that reasons about a pair of countries rather than a single fact, and contributes a new primitive the domains after it inherit.

June 19, 2026 · 7 min
04

AI Governance: the engine calls itself

The capstone, where a rule in one field invokes the rules of another — and the engine stops being a set of parallel tools and becomes a single call graph.

June 19, 2026 · 8 min
05

Tax: a domain that falls out for free

What happens once the primitives exist: a large, complicated field that arrives at almost no marginal cost, because the mechanisms it needs were built in other domains for other reasons.

June 19, 2026 · 6 min
06

Insurance: the purest reuse

A whole regulated industry assembled almost entirely from primitives built elsewhere — where the claim at the center stops sounding ambitious and starts sounding like arithmetic.

June 19, 2026 · 6 min
07

The clock that travels

A deadline is a small, sharp piece of logic: a starting event, a count of days, a check that something landed in time. Built once for trade finance, it runs securities filings, breach notifications, and tax returns without changing a line.

June 19, 2026 · 6 min
08

A question about a pair

Some compliance questions cannot be answered by a fact about one thing. They depend on a relationship between two: a pair of jurisdictions resolved against a table. Built for data protection, the same lookup turns up in tax and again in AI governance.

June 19, 2026 · 6 min
09

The safe answer is 'I could not check'

When a compliance system cannot verify something, it has two choices: stay quiet, or say so. The quiet option demos better and is the one failure that actually matters. Failing closed is the whole discipline.

June 19, 2026 · 5 min
10

Why 95% accurate is a liability

Ninety-five percent accurate sounds like a strong system, and in most software it is. In regulated work it describes a machine that produces a liability once in every twenty answers, on exactly the cases you cannot identify in advance.

June 19, 2026 · 5 min
11

RAG can retrieve, but it cannot decide

Retrieval-augmented generation finds the relevant rule and hands it to the model. That is useful, and it is not a decision. A citation attached to a guess is still a guess, and in regulated work it is the more dangerous kind, because it looks defensible.

June 19, 2026 · 5 min
12

The bottleneck was never the model

Every wave of compliance AI bets on a better model. But the engine was never the constraint. The constraint is the rules: someone has to turn regulation into something a machine can execute, and that work does not get faster when the model does.

June 19, 2026 · 5 min
13

What 'explainable' actually requires

Explainable AI usually means a model that narrates its reasoning, or a heatmap over its inputs. A regulator does not want a narration. It wants the decision to trace to a rule, and the rule to a source. Those are not the same thing.

June 19, 2026 · 5 min
14

GDPR Article 33: the 72-hour clock and when it starts

GDPR gives a controller 72 hours to notify the regulator of a personal-data breach. The number is simple. The thing the number counts from, the moment of awareness, is where the obligation actually lives, and where a deterministic check earns its place.

June 19, 2026 · 5 min
15

The five percent line: Schedule 13D

Acquire more than 5% of a US public company's voting equity and you owe the SEC a Schedule 13D. The threshold has held for decades; the filing window was just cut from ten days to five. A well-built rule does not flinch when that happens.

June 19, 2026 · 5 min
16

Solvency II: the hundred percent line

Under Solvency II an insurer must hold eligible own funds at least equal to its Solvency Capital Requirement. The whole regime, for all its complexity, ends at a coverage ratio crossing 100%, and a coverage ratio is a numeric comparison.

June 19, 2026 · 5 min
17

EU AI Act: which list are you on

The EU AI Act does not regulate AI uniformly. It sorts systems into tiers, and Annex III is the list that decides whether a system is high-risk. The obligations are heavy, but they are downstream of a classification, and a classification is a rule.

June 19, 2026 · 5 min
18

The treaty rate, and who may claim it

When a dividend crosses a border, the source country's domestic withholding rate applies unless a tax treaty between the two countries reduces it, and unless the recipient actually qualifies. The rate is a lookup; the qualification is a condition.

June 19, 2026 · 5 min
19

The fifty percent rule: a name that is not on the list

OFAC's 50 Percent Rule blocks any entity owned, in aggregate, 50% or more by blocked persons, whether or not that entity is itself named. Catching it is not a name match. It is an ownership computation, and it fails closed when the ownership is unclear.

June 19, 2026 · 5 min
20

Sanctions: the match that must never be missed

Sanctions screening looks like a lookup and is really a matching problem over messy names. The two ways to be wrong, a false hit and a missed match, are not the same size, and the whole design follows from that.

June 19, 2026 · 6 min
21

AML: the shape of suspicion

Anti-money-laundering rules rarely flag a single act, because a single act is usually legal. They flag shapes: structuring, layering, the deposit that sits just under a reporting line. That makes the rule a combination of conditions, and it makes the human the one who decides.

June 19, 2026 · 6 min
22

How a bank reads a letter of credit

Under a letter of credit a bank pays against documents, not goods, and it pays only if the documents comply, on their face, with the credit and with each other. The examination is a web of cross-checks, and it is where this engine first learned its trade.

June 19, 2026 · 6 min
23

Where a thing is from

A good claiming a preferential tariff under a trade agreement has to prove where it is from. Origin is not the port it left; it is a qualification test over how the good was made, and that test is a different kind of rule from a threshold or a deadline.

June 19, 2026 · 6 min
24

MiFID II: does this product suit this person

Under MiFID II a firm giving investment advice must ensure the product suits the client's knowledge, situation, objectives, and risk tolerance. The product can be perfectly sound and still unsuitable, because suitability is a relationship between two things, not a property of one.

June 19, 2026 · 5 min
25

FATF Recommendation 16: the information that has to travel

FATF Recommendation 16 requires that originator and beneficiary information accompany a transfer along its whole chain. The obligation is not about the transfer's legality; it is about completeness, and a missing field is the violation.

June 19, 2026 · 5 min