heor-agent-mcp 1.11.3 → 1.14.2

package/README.md

@@ -126,7 +126,23 @@ The first prompt exercises `literature_search` + `validate_links` (free, no API
 
 ## What's new
 
-See [CHANGELOG.md](./CHANGELOG.md) for full version history. Current: **v1.10.2** (28 tools, 44 data sources).
+See [CHANGELOG.md](./CHANGELOG.md) for full version history. Current: **v1.13.0** (28 tools, 44 data sources).
+
+### v1.13.0 — AI Transparency Disclosure (ISPOR ELEVATE-GenAI aligned)
+
+16 tools now accept an `ai_disclosure_level` parameter:
+
+| Value | Behaviour |
+|-------|-----------|
+| `"off"` | No disclosure block appended |
+| `"standard"` | Model ID · tools called · data sources · date · human-review reminder |
+| `"submission"` | Standard block + ISPOR ELEVATE-GenAI full citation |
+
+**Default by tool tier**: HTA/regulatory tools (`hta_dossier`, `hta_workflow`, `jca_pico_scope`, `pv_classify`, etc.) default to `"submission"`; analysis tools (`risk_of_bias`, `cost_effectiveness_model`, etc.) default to `"standard"`. Pass `ai_disclosure_level: "off"` to suppress.
+
+**Environment-level default**: set `HEORAGENT_DISCLOSURE_LEVEL=off|standard|submission` to override the built-in per-tool defaults globally.
+
+**Web UI persona defaults**: payer and HTA-reviewer personas always use `"submission"`; analyst personas default to `"standard"` and switch to `"off"` for scratch / exploratory prompts.
 
 ### v1.0.4 highlights (still in v1.6.3)
 
@@ -145,7 +161,7 @@ See [CHANGELOG.md](./CHANGELOG.md) for the full diff.
 
 ---
 
-## Tools (27)
+## Tools (28)
 
 | Tool | Purpose |
 |------|---------|

package/dist/audit/builder.d.ts

@@ -1,5 +1,6 @@
-import type { AuditRecord, SourceAudit, ExclusionRecord } from "./types.js";
+import type { AuditRecord, SourceAudit, ExclusionRecord, ToolCallTrace } from "./types.js";
 export declare function createAuditRecord(tool: string, query: Record<string, unknown>, output_format: string, methodology?: string): AuditRecord;
+export declare function addToolCall(record: AuditRecord, trace: ToolCallTrace): AuditRecord;
 export declare function addSource(record: AuditRecord, source: SourceAudit): AuditRecord;
 export declare function addExclusion(record: AuditRecord, exclusion: ExclusionRecord): AuditRecord;
 export declare function addAssumption(record: AuditRecord, assumption: string): AuditRecord;

package/dist/audit/builder.d.ts.map

@@ -1 +1 @@
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package/dist/audit/builder.js

@@ -10,8 +10,12 @@ export function createAuditRecord(tool, query, output_format, methodology = "")
         assumptions: [],
         warnings: [],
         output_format,
+        tools_called: [],
     };
 }
+export function addToolCall(record, trace) {
+    return { ...record, tools_called: [...record.tools_called, trace] };
+}
 export function addSource(record, source) {
     return {
         ...record,

package/dist/audit/builder.js.map

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package/dist/audit/types.d.ts

@@ -19,6 +19,12 @@ export interface SourceSelectionRow {
     used: boolean;
     reason: string;
 }
+export interface ToolCallTrace {
+    name: string;
+    ms: number;
+    outcome: "ok" | "degraded" | "skipped" | "error";
+    output_size_bytes?: number;
+}
 export interface AuditRecord {
     tool: string;
     /** ISO 8601 timestamp when the tool invocation began (query start time, not completion time) */
@@ -35,5 +41,6 @@ export interface AuditRecord {
     assumptions: string[];
     warnings: string[];
     output_format: string;
+    tools_called: ToolCallTrace[];
 }
 //# sourceMappingURL=types.d.ts.map

package/dist/audit/types.d.ts.map

@@ -1 +1 @@
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package/dist/formatters/disclosure.d.ts

@@ -0,0 +1,16 @@
+import type { AuditRecord } from "../audit/types.js";
+export declare const ISPOR_TASK_FORCE_CITATION: string;
+export type AiDisclosureLevel = "off" | "standard" | "submission";
+export type DisclosureOpts = {
+    level: AiDisclosureLevel;
+    modelId?: string;
+    dateISO?: string;
+};
+export declare function extractDisclosureLevel(args: unknown, defaultLevel: AiDisclosureLevel): AiDisclosureLevel;
+export declare const AI_DISCLOSURE_LEVEL_SCHEMA_PROPERTY: {
+    readonly type: "string";
+    readonly enum: readonly ["off", "standard", "submission"];
+    readonly description: string;
+};
+export declare function buildDisclosure(audit: AuditRecord, opts: DisclosureOpts): string;
+//# sourceMappingURL=disclosure.d.ts.map

package/dist/formatters/disclosure.d.ts.map

@@ -0,0 +1 @@
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package/dist/formatters/disclosure.js

@@ -0,0 +1,68 @@
+export const ISPOR_TASK_FORCE_CITATION = "Fleurence RL, Dawoud D, Bian J, Higashi MK, Wang X, Xu H, Chhatwal J, Ayer T; " +
+    "ISPOR Working Group on Generative AI. " +
+    "ELEVATE-GenAI: Reporting Guidelines for the Use of Large Language Models in " +
+    "Health Economics and Outcomes Research: An ISPOR Working Group Report. " +
+    "Value Health. 2025;28(11):1611–1625. doi:10.1016/j.jval.2025.06.018";
+const DEFAULT_MODEL = "claude-sonnet-4-6";
+const VALID_LEVELS = new Set([
+    "off",
+    "standard",
+    "submission",
+]);
+export function extractDisclosureLevel(args, defaultLevel) {
+    const raw = args?.ai_disclosure_level;
+    return VALID_LEVELS.has(raw)
+        ? raw
+        : defaultLevel;
+}
+export const AI_DISCLOSURE_LEVEL_SCHEMA_PROPERTY = {
+    type: "string",
+    enum: ["off", "standard", "submission"],
+    description: "AI assistance disclosure level appended to the output. " +
+        '"off" = no disclosure (analyst scratch mode); ' +
+        '"standard" = default visible block (model, tools called, sources, date, human-review reminder); ' +
+        '"submission" = standard + ISPOR ELEVATE-GenAI citation (use for regulatory or payer submissions).',
+};
+function formatToolCalls(audit) {
+    if (audit.tools_called.length === 0)
+        return "this tool only";
+    return audit.tools_called
+        .map((t) => {
+        const ms = t.ms >= 1000 ? `${(t.ms / 1000).toFixed(1)} s` : `${t.ms} ms`;
+        const suffix = t.outcome !== "ok" ? ` — ${t.outcome}` : "";
+        return `${t.name} (${ms}${suffix})`;
+    })
+        .join(", ");
+}
+export function buildDisclosure(audit, opts) {
+    if (opts.level === "off")
+        return "";
+    const model = opts.modelId ?? DEFAULT_MODEL;
+    const date = opts.dateISO ?? new Date().toISOString().slice(0, 10);
+    const lines = [];
+    lines.push("---");
+    lines.push("### AI Assistance Disclosure (ISPOR-aligned)");
+    lines.push("");
+    lines.push("This output was generated with AI assistance and " +
+        "**requires human review before use in regulatory submission, " +
+        "payer dossier, or clinical decision-making.**");
+    lines.push("");
+    lines.push(`- **Model:** ${model} (Anthropic)`);
+    lines.push(`- **Generated:** ${date}`);
+    lines.push(`- **Tools called:** ${formatToolCalls(audit)}`);
+    if (audit.sources_queried.length > 0) {
+        const sourceParts = audit.sources_queried.map((s) => `${s.source} (n=${s.results_included} hits)`);
+        lines.push(`- **Sources queried:** ${sourceParts.join(", ")}`);
+    }
+    lines.push("");
+    lines.push("_Per ISPOR Task Force on GenAI in HEOR (2025), the user/reviewer remains responsible " +
+        "for verifying clinical claims, regulatory status, and any cost-effectiveness or " +
+        "budget-impact figures against the cited primary sources._");
+    if (opts.level === "submission") {
+        lines.push("");
+        lines.push("**Submission-grade detail:**");
+        lines.push(`- **ISPOR citation:** ${ISPOR_TASK_FORCE_CITATION}`);
+    }
+    return lines.join("\n");
+}
+//# sourceMappingURL=disclosure.js.map

package/dist/formatters/disclosure.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"disclosure.js","sourceRoot":"","sources":["../../src/formatters/disclosure.ts"],"names":[],"mappings":"AAEA,MAAM,CAAC,MAAM,yBAAyB,GACpC,gFAAgF;IAChF,wCAAwC;IACxC,8EAA8E;IAC9E,yEAAyE;IACzE,qEAAqE,CAAC;AAUxE,MAAM,aAAa,GAAG,mBAAmB,CAAC;AAE1C,MAAM,YAAY,GAAG,IAAI,GAAG,CAAoB;IAC9C,KAAK;IACL,UAAU;IACV,YAAY;CACb,CAAC,CAAC;AAEH,MAAM,UAAU,sBAAsB,CACpC,IAAa,EACb,YAA+B;IAE/B,MAAM,GAAG,GAAI,IAAgC,EAAE,mBAAmB,CAAC;IACnE,OAAO,YAAY,CAAC,GAAG,CAAC,GAAwB,CAAC;QAC/C,CAAC,CAAE,GAAyB;QAC5B,CAAC,CAAC,YAAY,CAAC;AACnB,CAAC;AAED,MAAM,CAAC,MAAM,mCAAmC,GAAG;IACjD,IAAI,EAAE,QAAQ;IACd,IAAI,EAAE,CAAC,KAAK,EAAE,UAAU,EAAE,YAAY,CAAU;IAChD,WAAW,EACT,yDAAyD;QACzD,gDAAgD;QAChD,kGAAkG;QAClG,mGAAmG;CAC7F,CAAC;AAEX,SAAS,eAAe,CAAC,KAAkB;IACzC,IAAI,KAAK,CAAC,YAAY,CAAC,MAAM,KAAK,CAAC;QAAE,OAAO,gBAAgB,CAAC;IAC7D,OAAO,KAAK,CAAC,YAAY;SACtB,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE;QACT,MAAM,EAAE,GAAG,CAAC,CAAC,EAAE,IAAI,IAAI,CAAC,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,GAAG,IAAI,CAAC,CAAC,OAAO,CAAC,CAAC,CAAC,IAAI,CAAC,CAAC,CAAC,GAAG,CAAC,CAAC,EAAE,KAAK,CAAC;QACzE,MAAM,MAAM,GAAG,CAAC,CAAC,OAAO,KAAK,IAAI,CAAC,CAAC,CAAC,MAAM,CAAC,CAAC,OAAO,EAAE,CAAC,CAAC,CAAC,EAAE,CAAC;QAC3D,OAAO,GAAG,CAAC,CAAC,IAAI,KAAK,EAAE,GAAG,MAAM,GAAG,CAAC;IACtC,CAAC,CAAC;SACD,IAAI,CAAC,IAAI,CAAC,CAAC;AAChB,CAAC;AAED,MAAM,UAAU,eAAe,CAC7B,KAAkB,EAClB,IAAoB;IAEpB,IAAI,IAAI,CAAC,KAAK,KAAK,KAAK;QAAE,OAAO,EAAE,CAAC;IAEpC,MAAM,KAAK,GAAG,IAAI,CAAC,OAAO,IAAI,aAAa,CAAC;IAC5C,MAAM,IAAI,GAAG,IAAI,CAAC,OAAO,IAAI,IAAI,IAAI,EAAE,CAAC,WAAW,EAAE,CAAC,KAAK,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC;IACnE,MAAM,KAAK,GAAa,EAAE,CAAC;IAE3B,KAAK,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;IAClB,KAAK,CAAC,IAAI,CAAC,8CAA8C,CAAC,CAAC;IAC3D,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IACf,KAAK,CAAC,IAAI,CACR,mDAAmD;QACjD,+DAA+D;QAC/D,+CAA+C,CAClD,CAAC;IACF,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IACf,KAAK,CAAC,IAAI,CAAC,gBAAgB,KAAK,cAAc,CAAC,CAAC;IAChD,KAAK,CAAC,IAAI,CAAC,oBAAoB,IAAI,EAAE,CAAC,CAAC;IACvC,KAAK,CAAC,IAAI,CAAC,uBAAuB,eAAe,CAAC,KAAK,CAAC,EAAE,CAAC,CAAC;IAE5D,IAAI,KAAK,CAAC,eAAe,CAAC,MAAM,GAAG,CAAC,EAAE,CAAC;QACrC,MAAM,WAAW,GAAG,KAAK,CAAC,eAAe,CAAC,GAAG,CAC3C,CAAC,CAAC,EAAE,EAAE,CAAC,GAAG,CAAC,CAAC,MAAM,OAAO,CAAC,CAAC,gBAAgB,QAAQ,CACpD,CAAC;QACF,KAAK,CAAC,IAAI,CAAC,0BAA0B,WAAW,CAAC,IAAI,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IACjE,CAAC;IAED,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IACf,KAAK,CAAC,IAAI,CACR,uFAAuF;QACrF,kFAAkF;QAClF,2DAA2D,CAC9D,CAAC;IAEF,IAAI,IAAI,CAAC,KAAK,KAAK,YAAY,EAAE,CAAC;QAChC,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;QACf,KAAK,CAAC,IAAI,CAAC,8BAA8B,CAAC,CAAC;QAC3C,KAAK,CAAC,IAAI,CAAC,yBAAyB,yBAAyB,EAAE,CAAC,CAAC;IACnE,CAAC;IAED,OAAO,KAAK,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;AAC1B,CAAC"}

package/dist/formatters/governanceMarkdown.d.ts

@@ -0,0 +1,11 @@
+import type { Rag, Scorecard } from "../governance/scoring.js";
+export interface RenderedDimension {
+    key: string;
+    label: string;
+    rag: Rag;
+    elevate_refs: string[];
+    finding: string;
+    recommended_mitigation: string;
+}
+export declare function renderGovernanceScorecard(dims: RenderedDimension[], scorecard: Scorecard, verdict: string): string;
+//# sourceMappingURL=governanceMarkdown.d.ts.map

package/dist/formatters/governanceMarkdown.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"governanceMarkdown.d.ts","sourceRoot":"","sources":["../../src/formatters/governanceMarkdown.ts"],"names":[],"mappings":"AACA,OAAO,KAAK,EAAE,GAAG,EAAE,SAAS,EAAE,MAAM,0BAA0B,CAAC;AAG/D,MAAM,WAAW,iBAAiB;IAChC,GAAG,EAAE,MAAM,CAAC;IACZ,KAAK,EAAE,MAAM,CAAC;IACd,GAAG,EAAE,GAAG,CAAC;IACT,YAAY,EAAE,MAAM,EAAE,CAAC;IACvB,OAAO,EAAE,MAAM,CAAC;IAChB,sBAAsB,EAAE,MAAM,CAAC;CAChC;AASD,wBAAgB,yBAAyB,CACvC,IAAI,EAAE,iBAAiB,EAAE,EACzB,SAAS,EAAE,SAAS,EACpB,OAAO,EAAE,MAAM,GACd,MAAM,CAuBR"}

package/dist/formatters/governanceMarkdown.js

@@ -0,0 +1,26 @@
+import { UNSCORED_DOMAINS } from "../governance/crosswalk.js";
+const RAG_ICON = {
+    green: "🟢",
+    amber: "🟡",
+    red: "🔴",
+    insufficient: "⚪",
+};
+export function renderGovernanceScorecard(dims, scorecard, verdict) {
+    const lines = [];
+    lines.push("## GenAI-in-HTA Governance Self-Check");
+    lines.push("");
+    lines.push(`**Verdict:** ${verdict}`);
+    lines.push("");
+    lines.push(`**Scorecard:** 🟢 ${scorecard.green} · 🟡 ${scorecard.amber} · 🔴 ${scorecard.red} · ⚪ ${scorecard.insufficient} (insufficient)`);
+    lines.push("");
+    lines.push("| Dimension | Score | ELEVATE domain(s) | Finding | Recommended mitigation |");
+    lines.push("|---|---|---|---|---|");
+    for (const d of dims) {
+        const mit = d.recommended_mitigation || "—";
+        lines.push(`| ${d.label} | ${RAG_ICON[d.rag]} ${d.rag} | ${d.elevate_refs.join("; ")} | ${d.finding} | ${mit} |`);
+    }
+    lines.push("");
+    lines.push(`_Scope: this tool scores 6 governance dimensions. ELEVATE-GenAI also defines model-evaluation domains not scored here (${UNSCORED_DOMAINS.join(", ")}). "Insufficient" means no evidence was supplied — it is never a pass._`);
+    return lines.join("\n");
+}
+//# sourceMappingURL=governanceMarkdown.js.map

package/dist/formatters/governanceMarkdown.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"governanceMarkdown.js","sourceRoot":"","sources":["../../src/formatters/governanceMarkdown.ts"],"names":[],"mappings":"AAEA,OAAO,EAAE,gBAAgB,EAAE,MAAM,4BAA4B,CAAC;AAW9D,MAAM,QAAQ,GAAwB;IACpC,KAAK,EAAE,IAAI;IACX,KAAK,EAAE,IAAI;IACX,GAAG,EAAE,IAAI;IACT,YAAY,EAAE,GAAG;CAClB,CAAC;AAEF,MAAM,UAAU,yBAAyB,CACvC,IAAyB,EACzB,SAAoB,EACpB,OAAe;IAEf,MAAM,KAAK,GAAa,EAAE,CAAC;IAC3B,KAAK,CAAC,IAAI,CAAC,uCAAuC,CAAC,CAAC;IACpD,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IACf,KAAK,CAAC,IAAI,CAAC,gBAAgB,OAAO,EAAE,CAAC,CAAC;IACtC,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IACf,KAAK,CAAC,IAAI,CACR,qBAAqB,SAAS,CAAC,KAAK,SAAS,SAAS,CAAC,KAAK,SAAS,SAAS,CAAC,GAAG,QAAQ,SAAS,CAAC,YAAY,iBAAiB,CAClI,CAAC;IACF,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IACf,KAAK,CAAC,IAAI,CAAC,8EAA8E,CAAC,CAAC;IAC3F,KAAK,CAAC,IAAI,CAAC,uBAAuB,CAAC,CAAC;IACpC,KAAK,MAAM,CAAC,IAAI,IAAI,EAAE,CAAC;QACrB,MAAM,GAAG,GAAG,CAAC,CAAC,sBAAsB,IAAI,GAAG,CAAC;QAC5C,KAAK,CAAC,IAAI,CACR,KAAK,CAAC,CAAC,KAAK,MAAM,QAAQ,CAAC,CAAC,CAAC,GAAG,CAAC,IAAI,CAAC,CAAC,GAAG,MAAM,CAAC,CAAC,YAAY,CAAC,IAAI,CAAC,IAAI,CAAC,MAAM,CAAC,CAAC,OAAO,MAAM,GAAG,IAAI,CACtG,CAAC;IACJ,CAAC;IACD,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IACf,KAAK,CAAC,IAAI,CACR,0HAA0H,gBAAgB,CAAC,IAAI,CAAC,IAAI,CAAC,yEAAyE,CAC/N,CAAC;IACF,OAAO,KAAK,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;AAC1B,CAAC"}

package/dist/formatters/markdown.d.ts

@@ -1,5 +1,10 @@
 import type { LiteratureResult } from "../providers/types.js";
 import type { AuditRecord } from "../audit/types.js";
-export declare function resultsToMarkdown(results: LiteratureResult[], audit: AuditRecord): string;
-export declare function auditToMarkdown(audit: AuditRecord): string;
+import { type DisclosureOpts } from "./disclosure.js";
+export declare function resultsToMarkdown(results: LiteratureResult[], audit: AuditRecord, opts?: {
+    disclosure?: DisclosureOpts;
+}): string;
+export declare function auditToMarkdown(audit: AuditRecord, opts?: {
+    disclosure?: DisclosureOpts;
+}): string;
 //# sourceMappingURL=markdown.d.ts.map

package/dist/formatters/markdown.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"markdown.d.ts","sourceRoot":"","sources":["../../src/formatters/markdown.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAE,gBAAgB,EAAE,MAAM,uBAAuB,CAAC;AAC9D,OAAO,KAAK,EAAE,WAAW,EAAE,MAAM,mBAAmB,CAAC;AAErD,wBAAgB,iBAAiB,CAC/B,OAAO,EAAE,gBAAgB,EAAE,EAC3B,KAAK,EAAE,WAAW,GACjB,MAAM,CA4BR;AAED,wBAAgB,eAAe,CAAC,KAAK,EAAE,WAAW,GAAG,MAAM,CAiD1D"}
+{"version":3,"file":"markdown.d.ts","sourceRoot":"","sources":["../../src/formatters/markdown.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAE,gBAAgB,EAAE,MAAM,uBAAuB,CAAC;AAC9D,OAAO,KAAK,EAAE,WAAW,EAAE,MAAM,mBAAmB,CAAC;AACrD,OAAO,EAAmB,KAAK,cAAc,EAAE,MAAM,iBAAiB,CAAC;AAEvE,wBAAgB,iBAAiB,CAC/B,OAAO,EAAE,gBAAgB,EAAE,EAC3B,KAAK,EAAE,WAAW,EAClB,IAAI,CAAC,EAAE;IAAE,UAAU,CAAC,EAAE,cAAc,CAAA;CAAE,GACrC,MAAM,CA4BR;AAED,wBAAgB,eAAe,CAC7B,KAAK,EAAE,WAAW,EAClB,IAAI,CAAC,EAAE;IAAE,UAAU,CAAC,EAAE,cAAc,CAAA;CAAE,GACrC,MAAM,CAKR"}

package/dist/formatters/markdown.js

@@ -1,4 +1,5 @@
-export function resultsToMarkdown(results, audit) {
+import { buildDisclosure } from "./disclosure.js";
+export function resultsToMarkdown(results, audit, opts) {
     const lines = [];
     lines.push(`## Literature Search Results`);
     lines.push(`*${results.length} studies included across ${audit.sources_queried.length} sources*\n`);
@@ -16,10 +17,16 @@ export function resultsToMarkdown(results, audit) {
             lines.push(`**URL:** ${r.url}\n`);
         });
     }
-    lines.push(auditToMarkdown(audit));
+    lines.push(auditToMarkdown(audit, opts));
     return lines.join("\n");
 }
-export function auditToMarkdown(audit) {
+export function auditToMarkdown(audit, opts) {
+    const disclosure = opts?.disclosure
+        ? buildDisclosure(audit, opts.disclosure)
+        : "";
+    return (disclosure ? disclosure + "\n\n" : "") + renderAuditBody(audit);
+}
+function renderAuditBody(audit) {
     const lines = [];
     lines.push(`---`);
     lines.push(`## Audit Report`);

package/dist/formatters/markdown.js.map

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package/dist/governance/crosswalk.d.ts

@@ -0,0 +1,19 @@
+/** The ten ELEVATE-GenAI reporting domains, verbatim from arXiv 2501.12394 Table 1. */
+export declare const ELEVATE_VERIFIED_DOMAINS: readonly ["Model Characteristics", "Accuracy Assessment", "Comprehensiveness Assessment", "Factuality Verification", "Reproducibility Protocols and Generalizability", "Robustness Checks", "Fairness and Bias", "Deployment Context and Efficiency Metrics", "Calibration and Uncertainty", "Security and Privacy"];
+/** Model-evaluation domains this governance tool deliberately does NOT score. */
+export declare const UNSCORED_DOMAINS: readonly ["Robustness Checks", "Deployment Context and Efficiency Metrics", "Calibration and Uncertainty"];
+export type DimensionKey = "transparency" | "citation_validation" | "human_oversight" | "phi_data_handling" | "bias_equity" | "auditability";
+export interface CrosswalkEntry {
+    key: DimensionKey;
+    label: string;
+    elevate_refs: string[];
+    /** Set only when the dimension is not a 1:1 ELEVATE domain. */
+    derivation_note?: string;
+    /** "Is the safeguard in place?" phrasing used to collect the probe. */
+    probe_question: string;
+    /** Standard fix shown as recommended_mitigation when rag !== green. */
+    remediation: string;
+}
+export declare const DIMENSION_ORDER: DimensionKey[];
+export declare const CROSSWALK: Record<DimensionKey, CrosswalkEntry>;
+//# sourceMappingURL=crosswalk.d.ts.map

package/dist/governance/crosswalk.d.ts.map

@@ -0,0 +1 @@
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package/dist/governance/crosswalk.js

@@ -0,0 +1,78 @@
+// heor-agent-mcp/src/governance/crosswalk.ts
+/** The ten ELEVATE-GenAI reporting domains, verbatim from arXiv 2501.12394 Table 1. */
+export const ELEVATE_VERIFIED_DOMAINS = [
+    "Model Characteristics",
+    "Accuracy Assessment",
+    "Comprehensiveness Assessment",
+    "Factuality Verification",
+    "Reproducibility Protocols and Generalizability",
+    "Robustness Checks",
+    "Fairness and Bias",
+    "Deployment Context and Efficiency Metrics",
+    "Calibration and Uncertainty",
+    "Security and Privacy",
+];
+/** Model-evaluation domains this governance tool deliberately does NOT score. */
+export const UNSCORED_DOMAINS = [
+    "Robustness Checks",
+    "Deployment Context and Efficiency Metrics",
+    "Calibration and Uncertainty",
+];
+export const DIMENSION_ORDER = [
+    "transparency",
+    "citation_validation",
+    "human_oversight",
+    "phi_data_handling",
+    "bias_equity",
+    "auditability",
+];
+export const CROSSWALK = {
+    transparency: {
+        key: "transparency",
+        label: "Transparency & disclosure",
+        elevate_refs: ["Model Characteristics"],
+        probe_question: "Is AI assistance disclosed in the output — model used, prompts/sources, and a human-review note?",
+        remediation: "Append an ISPOR ELEVATE-GenAI disclosure block (model, sources, human-review note) to every AI-assisted output.",
+    },
+    citation_validation: {
+        key: "citation_validation",
+        label: "Citation validation",
+        elevate_refs: [
+            "Factuality Verification",
+            "Accuracy Assessment",
+            "Comprehensiveness Assessment",
+        ],
+        probe_question: "Are AI-produced claims and citations verified against primary sources (e.g. automated link/source validation)?",
+        remediation: "Validate every AI-produced citation/URL against the primary source before use; flag and remove hallucinated references.",
+    },
+    human_oversight: {
+        key: "human_oversight",
+        label: "Human-in-the-loop oversight",
+        elevate_refs: ["Factuality Verification", "Accuracy Assessment"],
+        derivation_note: "Derived from ELEVATE Factuality Verification / Accuracy Assessment plus the HTAi Community-of-Practice human-oversight principle; ELEVATE has no standalone oversight domain.",
+        probe_question: "Does a named human review every AI-generated claim before it is used in a dossier or decision?",
+        remediation: "Require a named human reviewer to sign off on every AI-generated claim before it enters a dossier or decision.",
+    },
+    phi_data_handling: {
+        key: "phi_data_handling",
+        label: "PHI & data handling",
+        elevate_refs: ["Security and Privacy"],
+        probe_question: "Is patient-identifiable data kept out of unregulated AI systems and otherwise protected?",
+        remediation: "Keep patient-identifiable data out of unregulated AI tools; use BYOK / in-tenant inference and document the data flow.",
+    },
+    bias_equity: {
+        key: "bias_equity",
+        label: "Bias & equity",
+        elevate_refs: ["Fairness and Bias"],
+        probe_question: "Are subgroup/equity effects and training-data bias considered and documented?",
+        remediation: "Assess subgroup/equity impact and training-data representativeness; document limitations.",
+    },
+    auditability: {
+        key: "auditability",
+        label: "Auditability & reproducibility",
+        elevate_refs: ["Reproducibility Protocols and Generalizability"],
+        probe_question: "Is there a reproducible audit trail (inputs, sources, tool/model versions, timestamp)?",
+        remediation: "Record a reproducible audit trail (inputs, sources, tool/model versions, timestamp) for every run.",
+    },
+};
+//# sourceMappingURL=crosswalk.js.map

package/dist/governance/crosswalk.js.map

@@ -0,0 +1 @@
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package/dist/governance/scoring.d.ts

@@ -0,0 +1,24 @@
+import type { AuditRecord } from "../audit/types.js";
+export type Rag = "green" | "amber" | "red" | "insufficient";
+export type ProbeAnswer = "yes" | "no" | "partial" | null | undefined;
+export type UseCase = "regulatory_submission" | "payer_dossier" | "internal_analysis" | "exploratory";
+export interface Scorecard {
+    green: number;
+    amber: number;
+    red: number;
+    insufficient: number;
+}
+export declare function scoreDimension(answer: ProbeAnswer): Rag;
+export declare function tallyScorecard(rags: Rag[]): Scorecard;
+export declare function aggregateVerdict(rags: Rag[], useCase: UseCase): string;
+export interface DerivedProbes {
+    transparency: ProbeAnswer;
+    citation_validation: ProbeAnswer;
+    auditability: ProbeAnswer;
+}
+/**
+ * Honestly derive ONLY the dimensions a trace can evidence (1, 2, 6).
+ * Human-oversight, PHI, and bias cannot be proven from a trace → caller leaves them null.
+ */
+export declare function deriveFromAudit(audit: AuditRecord): DerivedProbes;
+//# sourceMappingURL=scoring.d.ts.map

package/dist/governance/scoring.d.ts.map

@@ -0,0 +1 @@
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package/dist/governance/scoring.js

@@ -0,0 +1,68 @@
+export function scoreDimension(answer) {
+    switch (answer) {
+        case "yes":
+            return "green";
+        case "partial":
+            return "amber";
+        case "no":
+            return "red";
+        default:
+            return "insufficient";
+    }
+}
+export function tallyScorecard(rags) {
+    return {
+        green: rags.filter((r) => r === "green").length,
+        amber: rags.filter((r) => r === "amber").length,
+        red: rags.filter((r) => r === "red").length,
+        insufficient: rags.filter((r) => r === "insufficient").length,
+    };
+}
+export function aggregateVerdict(rags, useCase) {
+    const highStakes = useCase === "regulatory_submission" || useCase === "payer_dossier";
+    const blocking = highStakes || useCase === "internal_analysis";
+    const hasRed = rags.includes("red");
+    const hasInsufficient = rags.includes("insufficient");
+    const hasAmber = rags.includes("amber");
+    if (hasRed) {
+        return blocking
+            ? "Not submission-ready — material governance gap (Red)"
+            : "Governance gaps noted (advisory — exploratory use)";
+    }
+    if (hasInsufficient) {
+        if (highStakes)
+            return "Cannot certify — missing governance evidence";
+        if (useCase === "internal_analysis")
+            return "Adequate with gaps — missing evidence flagged";
+        return "Informational — missing evidence (advisory — exploratory use)";
+    }
+    if (hasAmber) {
+        return useCase === "exploratory"
+            ? "Minor gaps (advisory)"
+            : "Adequate with gaps — resolve ambers before use";
+    }
+    return "Strong governance posture";
+}
+/**
+ * Honestly derive ONLY the dimensions a trace can evidence (1, 2, 6).
+ * Human-oversight, PHI, and bias cannot be proven from a trace → caller leaves them null.
+ */
+export function deriveFromAudit(audit) {
+    const hasCore = Boolean(audit.tool && audit.timestamp);
+    const transparency = hasCore
+        ? audit.methodology && audit.methodology.trim().length > 0
+            ? "yes"
+            : "partial"
+        : null;
+    const calledValidate = audit.tools_called.some((t) => t.name === "utils.validate_links" || t.name === "validate_links");
+    const hasSources = audit.sources_queried.length > 0;
+    const citation_validation = calledValidate && hasSources ? "yes" : hasSources ? "partial" : "no";
+    const auditability = audit.timestamp &&
+        (audit.tools_called.length > 0 || audit.sources_queried.length > 0)
+        ? "yes"
+        : audit.timestamp
+            ? "partial"
+            : null;
+    return { transparency, citation_validation, auditability };
+}
+//# sourceMappingURL=scoring.js.map

package/dist/governance/scoring.js.map

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package/dist/models/modelUtils.d.ts

@@ -4,6 +4,24 @@
  */
 import type { CEModelParams } from "../providers/types.js";
 import type { MarkovParams } from "./markov.js";
+/**
+ * Structural assumptions baked into `buildMarkovParamsFromCE`.
+ *
+ * These are simplified illustrative defaults used when no indication-specific
+ * epidemiological data are supplied. They materially drive every Markov-based
+ * ICER produced by this tool. They MUST be replaced with indication-specific
+ * values before the model is used for any regulatory submission, HTA dossier,
+ * or payer negotiation.
+ *
+ * Callers (e.g. costEffectivenessModel.ts) should surface all three strings
+ * via `addAssumption` so they appear in the audit trail and visible output.
+ *
+ * Rationale for exporting rather than calling addAssumption here:
+ * modelUtils is a pure computation module with no audit dependency — it has
+ * no access to an AuditRecord instance. The caller owns the audit lifecycle
+ * and is the correct place to wire these strings in.
+ */
+export declare const MARKOV_STRUCTURAL_ASSUMPTIONS: readonly string[];
 export declare function getTimeHorizonYears(horizon: CEModelParams["time_horizon"]): number;
 /**
  * Build MarkovParams from CEModelParams using a 3-state model

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package/dist/models/modelUtils.js

@@ -4,6 +4,40 @@
  */
 import { runMarkovModel } from "./markov.js";
 const DISCOUNT_RATE = 0.035;
+/**
+ * Structural assumptions baked into `buildMarkovParamsFromCE`.
+ *
+ * These are simplified illustrative defaults used when no indication-specific
+ * epidemiological data are supplied. They materially drive every Markov-based
+ * ICER produced by this tool. They MUST be replaced with indication-specific
+ * values before the model is used for any regulatory submission, HTA dossier,
+ * or payer negotiation.
+ *
+ * Callers (e.g. costEffectivenessModel.ts) should surface all three strings
+ * via `addAssumption` so they appear in the audit trail and visible output.
+ *
+ * Rationale for exporting rather than calling addAssumption here:
+ * modelUtils is a pure computation module with no audit dependency — it has
+ * no access to an AuditRecord instance. The caller owns the audit lifecycle
+ * and is the correct place to wire these strings in.
+ */
+export const MARKOV_STRUCTURAL_ASSUMPTIONS = [
+    "STRUCTURAL ASSUMPTION (illustrative, not epidemiologically derived): " +
+        "Background annual mortality fixed at 2% (0.02). " +
+        "This is a generic placeholder. Replace with indication-specific life-table " +
+        "mortality for submission use.",
+    "STRUCTURAL ASSUMPTION (illustrative, not epidemiologically derived): " +
+        "Annual probability of staying on intervention derived as " +
+        "0.5 + efficacy_delta × 0.5 — a heuristic mapping from the unitless " +
+        "efficacy_delta input to a Markov transition probability with no " +
+        "epidemiological basis. Replace with a clinical-trial-derived " +
+        "treatment-discontinuation rate for submission use.",
+    "STRUCTURAL ASSUMPTION (illustrative, not epidemiologically derived): " +
+        "Comparator retention set to 70% of intervention retention " +
+        "(baselineProbStayOn = probStayOnIntervention × 0.7) — an arbitrary scalar " +
+        "with no indication-specific basis. Replace with trial-observed or " +
+        "registry-derived comparator discontinuation data for submission use.",
+];
 export function getTimeHorizonYears(horizon) {
     if (horizon === "lifetime")
         return 40;