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Data & state speaker notes

Explain state ownership first, then the relationships required to reproduce a recommendation and safely learn from clinician behavior.

Opening cue

“The model does not own memory. The application owns explicit, versioned state, and every inference is attached to the source and time that made it reasonable.”

01 · State ownership

Do not mix facts, inference, workflow and memory

Authoritative

Source clinical facts remain in EHR/claims/lab/pharmacy systems; Praxis stores identifiers and immutable copies/references.

Derived

Normalized state, features, summaries, embeddings and candidates are versioned and reproducible.

Operational

Workflow, approval and execution state is mutable through explicit transitions and append-only events.

Learning

Feedback, preferences and evaluation results are separately scoped, confidence-rated and expiring.

“Source systems remain authoritative. Praxis stores a replayable operational projection. Derived state is versioned, workflow state changes only through explicit transitions, and learned behavior never becomes clinical truth.”

02 · ER model

Describe the groups, not every column

Identity + scope

tenant

id · name · policy_set_id · created_at

clinician

id · tenant_id · role · active · preferences_version

patient

id · tenant_id · source_identifiers · status

panel_membership

id · clinician_id · patient_id · effective_from/to · attribution_source

Events + longitudinal state

source_event

id · tenant/patient · source · type · occurred/received_at · payload_ref · hash

patient_state_version

id · patient_id · version · as_of · trigger_set · content_hash · status

longitudinal_feature

id · state_version · key/value/unit · baseline · delta · confidence · provenance

evidence_ref

id · source_event/document_version · page · section · chunk · effective_at

Reasoning + workflow

workflow_run

id · type · temporal_id · subject_ids · input_version · status · budget · timestamps

decision_candidate

id · patient/state_version · priority · confidence · risk · status · expires_at · versions

candidate_evidence

candidate_id · evidence_id · claim_id · support_type

agent_run

id · workflow_id · agent/model/prompt version · input/output hash · cost · status

Approval + outcomes

approval_decision

id · candidate_id · clinician_id · decision · edits · reason · decided_at

action_execution

id · candidate_id · action_type · owner · status · idempotency_key · result_ref

feedback_record

id · candidate/action · signal · reason_code · outcome · observed_at

evaluation_trace

id · trace/version · dataset_case · scores · guardrail_result · created_at

Relationship cue

tenant 1 → N clinicians, patients and policy sets
clinician N ↔ N patients through effective-dated panel_membership
patient 1 → N source_events → N patient_state_versions
patient_state_version 1 → N longitudinal_features and DecisionCandidates
DecisionCandidate N ↔ N evidence_ref through candidate_evidence
DecisionCandidate 1 → N approval decisions → 0..N action executions
workflow_run 1 → N agent_runs; every output stamps all dependency versions

03 · Candidate lifecycle

No recommendation jumps to execution

01

Generated

Typed output exists but is not visible.

02

Validated

Grounding, freshness and safety checks passed.

03

Queued

Visible to the clinician with named owner and expiry.

04

Approved / modified / dismissed

A named clinician records the decision and reason.

05

Executing

An idempotent action request is in progress.

06

Completed / failed / expired

Terminal outcome is recorded; stale work cannot execute.

“The execution payload is the exact approved candidate/action version. An idempotency key prevents duplicate external actions, and a relevant state change blocks stale approval or execution.”

04 · Safe memory

Record why—not just what the clinician clicked

Explicit preference

Communication style, queue ordering or workflow choice stated by the clinician.

May change presentation; expires or can be edited.

Operational constraint

Formulary, staffing, scheduling or prior-authorization limitation.

May change feasibility; must have source, owner and review date.

Clinical disagreement

A recommendation was rejected for a stated patient-specific reason.

Applies only to the scoped patient/context unless reviewed.

Observed pattern

Repeated behavior inferred from several decisions.

Low confidence by default; never silently changes clinical standards.

Outcome evidence

What happened after an approved, modified or dismissed recommendation.

Updates evaluation and prioritization, not guideline truth.

GLP-1 answer

“No, I do not stop recommending it from rejection alone. I ask for the reason, distinguish clinical disagreement from operational constraint, scope it, add confidence and expiry, and continue to respect approved guidelines.”

05 · Freshness + temporal reasoning

Later evidence may supersede earlier evidence

“I store occurred_at and received_at. I preserve every source event, but the active patient-state version resolves which evidence is current. The heart-rate artifact remains auditable while the later EKG becomes the relevant fact.”

Candidate dependency check

Input patient-state version

Trigger event set

Evidence/document versions

Guideline + policy versions

Agent, prompt + model versions

Created and expiry times

Closing transition

“Now every fact, decision and action is reproducible. The next section defines the safety policy, cost envelope and evidence that tell us whether the system deserves trust.”