Long-Term Episodic Memory Review Checklist

System or chapter:
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Reviewer:
Date:

Fit check
[ ] Product needs continuity across sessions
[ ] Past events can affect future decisions or personalization
[ ] Event records can be inspected, corrected, deleted, and expired
[ ] Tenant and user isolation can be enforced
[ ] Routine chatter will not be stored by default

Event record
[ ] Event type declared
[ ] occurredAt recorded
[ ] recordedAt recorded
[ ] Actor ID recorded
[ ] Tenant ID recorded
[ ] Project or resource references recorded where relevant
[ ] Summary recorded
[ ] Source references recorded
[ ] Source trust recorded
[ ] Confidence recorded
[ ] Privacy class recorded
[ ] Retention rule recorded
[ ] Correction path recorded
[ ] Policy version recorded

Write policy
[ ] Allowed event types defined
[ ] Forbidden event types defined
[ ] Sensitive events require expiry or denial
[ ] Untrusted-source events require review
[ ] Human approval events require approval ID or resource reference
[ ] Model-proposed event writes are checked by runtime policy

Retrieval and use
[ ] Retrieval filters by tenant before semantic ranking
[ ] Retrieval filters by actor, project, permissions, event type, recency, and retention where relevant
[ ] Retrieved episodes are framed as past events, not current instructions
[ ] Fresh tool evidence can override stale memory
[ ] Conflicting episodes are surfaced or escalated
[ ] Expired or deleted events are removed from indexes

Correction and deletion
[ ] Corrections supersede older events
[ ] Deletion path is tested
[ ] Expiry path is tested
[ ] Audit trail records reads, writes, denials, reviews, corrections, and deletions
[ ] Kill switch can disable episodic writes
[ ] Kill switch can disable episodic reads

Evaluation
[ ] Fixture covers meaningful event write
[ ] Fixture covers routine chatter not stored
[ ] Fixture covers stale event suppression
[ ] Fixture covers correction and supersession
[ ] Fixture covers deletion and expiry
[ ] Fixture covers cross-tenant isolation
[ ] Fixture covers wrong attribution
[ ] Fixture covers untrusted-source review
[ ] Fixture covers memory not overriding current instructions

Release decision
[ ] Green: ready for controlled use
[ ] Yellow: limited use; improve policy, deletion, or isolation
[ ] Red: demo only

Required changes:

Reviewer notes: