C.22.2:8 - Portfolio, Archive, and Set-Return Treatment
Archive, portfolio, pool, front, shortlist, selected-set, and set-return material remain source and set cues for the current problem-side record. ProblemCard preserves sourceSetRef, source-set kind, selection or retention criterion, and the non-scalar next use when current; portfolio and archive governance stays with the named subject patterns and does not become a local problem-card kind.
Archive, portfolio, palette, front, shortlist, ranked shortlist, selected set, LivePool, and set-return material remain current source distinctions, but their current FPF subject patterns are already available:
| Source wording | Current FPF pattern or relation | Required problem-card preservation when the corresponding claim is being made |
|---|---|---|
| Problem archive | C.18, C.19, A.10, G.6 | Preserve source set or reference, retention criterion, candidate status, and provenance relation. |
| Problem portfolio | G.5, C.19, G.9, G.11 | Preserve selection or retention criterion, budget or window, review cadence, and selected-set or LivePool relation. |
| Palette | C.18, C.19, G.5 | Preserve candidate-family or option-set interpretation without turning it into evidence or approval. |
| Front | C.18, A.19, C.25, G.5 | Preserve declared characteristics and non-dominated set interpretation. |
| Shortlist | G.5, with G.9 when comparison pins matter | Preserve selected-set criterion and downstream use. |
| Ranked shortlist | G.5 only when an order is declared | Preserve ranking criterion or narrow to selected set with tie notes. |
| Selected set | G.5 | Preserve selected-set output, selection pins, and unknown handling. |
LivePool | C.19 | Preserve pool policy, current treatment, and change trigger. |
| Set-return | G.5, C.18, C.16.Q, declared comparison records | Preserve set-valued result when no total order is declared. |
A singleton problem card is the degenerate case. If it came from a portfolio, front, archive, or pool, the selected problem remains traceable through sourceSetRef: the lightweight reference to the source-set kind, source reference, selection or retention criterion, budget or window, review cadence, and direct pattern when current. sourceSetRef is a reference field, not a new kind and not a downstream claim carrier.
sourceSetRef preserves the recoverable set-source relation when current: Palette, Front, Archive, ExplorationArchive, Shortlist, RankedShortlist, SelectedSet, LivePool, or another accepted source-set form. If the set-source relation is not recoverable, the card may keep a set-finding cue, but it does not claim selected-set readiness or archive-derived readiness.
When multiple plausible problem formulations remain current, C.22.2 does not bind one TaskSignature prematurely. Each optional rivalProblemFormulationRef states the rival formulation, EntityOfConcern, effective ReferenceScheme, ClaimScope, preserved concern, lost concern, reason not selected yet, and next discrimination action. It is not a CG-Frame, not the E.8 Problem Frame, and not a representation-frame kind.
The next discrimination action may be to characterize, compare, retarget, reopen the source material or source relation, choose a local problem formulation, or apply the relation-bearing pattern. Reframing is triggered when EntityOfConcern, effective ReferenceScheme, ClaimScope, viewpoint qualification, or cause-theory cue changes the problem representation enough that readiness or use-boundary cannot be inherited by wording continuity.