CLIP™ Core — Workflow & Rules

3

5-Step Guided Workflow

Every contract follows the same path — PDF upload to all 24 segment confirmations

📤

1

Upload

Drag-and-drop PDF · Async LLM job queued · contractId assigned

📋

2

Metadata

Review AI-extracted header · Edit inline · Confidence badges · Confirm

📅

3

Term Years

Timeline view · Calendar / Fiscal / Contractual · Overlap validation

🗂️

4

Categories

AI-identified title pools · Rename / add / delete · Page refs shown

⚙️

5

Rules

4 segments per category · Qualifiers · Start Date · Caps · Rate Cards

Extraction Status Lifecycle

PENDING→ PROCESSING→ EXTRACTION_COMPLETE→ CONFIRMED→ SUBMITTED

📅 Term Year — Key Concept

A term year is a named contractual period. It is NOT a window type — it is the time bucket a contract is active. Windows are computed per-product by the Start Date segment rules. The window must overlap a term year for the title to be eligible in that year.

Term Year 1

Jan 1 – Dec 31, 2024

CALENDAR_YEAR

Term Year 2

Jan 1 – Dec 31, 2025

CALENDAR_YEAR

Term Year 3

Jan 1 – Dec 31, 2026

CALENDAR_YEAR

Term Year 4

Jan 1 – Dec 31, 2027

CALENDAR_YEAR

TY1

TY2

TY3

TY4

Jan 2024Jan 2025Jan 2026Jan 2027Dec 2027

4

Product Categories

Each category is a mutually exclusive title pool with its own independent rule set — Qualifiers · Start Date · Caps · Rate Cards

70

First Run Films

Wide-release national theatrical

US theatrical ≥ 100 screens · NOT Documentary / Music Video · All BO tiers · Franchise 789377 needs ≥ $4M BO

15 mo · Earlier of theatrical

33

71

Limited Release LA Films

Spanish/Portuguese awards releases

US theatrical ≥ 10 screens · Language: Spanish (46) or Portuguese (73) · Argentina theatrical

15 mo · +19 mo after theatrical

10

72

Other Limited Release Films

Non-US-origin limited theatrical

US theatrical ≥ 10 screens · Country of origin NOT USA (235) · UK theatrical release

15 mo · Earlier of theatrical

10

73

Library Titles

Catalog / back-library content

Defined in separate qualifier rules per contract

Per contract terms

3

74

Local / Art Films

B&W arthouse — "01 Distribution"

01 Distribution · NOT franchise 789377/813190 · B&W + France BO <$588K OR Germany screens >56

Per contract terms

2

75

MFP / MFTV / DTV Films

Made-for-platform, TV, direct-to-video

titleType IN [DTV/Feature, DTV/Non-Feature, M.O.W., MOW/FT…] · No theatrical release (EQUALS_NULL)

Per contract terms

22

🔒 Mutual Exclusivity — One Category Per Title

Title Example	70	71	72	73	74	75
US blockbuster — 1,200 screens	✅	—	—	—	—	—
Spanish film — 8 US screens, Argentina release	—	✅	—	—	—	—
Non-US film — 15 US screens, UK release	—	—	✅	—	—	—
Streaming original — no theatrical	—	—	—	—	—	✅

5

The 4 Rule Segments

Every category has exactly these 4 segments — all must be CONFIRMED before submission. 6 categories × 4 segments = 24 confirmations

🔍

Qualifiers

Entry gate — non-date metadata rules that determine which titles belong to this category. If a title fails, none of the other 3 segments apply to it.

Attribute + operator + value on product metadata

Nested AND / OR / NOR groups, unlimited depth

Optional territory scope (filterByAttributes)

Never uses date-offset operators (11 / 12)

📅

Start Date

Defines when the single licensing window opens for each individual movie, and how long it lasts. Formula is run per-product at execution time.

Window duration — fixed (e.g. 15 months)

Start formula: Earlier of / Later of / Fixed offset

ruleOperatorId 11 = after, 12 = before

$HOME_OFFICE dynamic territory reference

🎯

Caps

Max titles licensed per term year. Pro: seller can freely offer any qualifying title up to the cap. Con: paired MG may create a shortfall penalty if volume is low.

titleCount LESSER_EQUALS [N] per Term Year

capsOption: "Cap" or "No Cap"

Overflow sort: Avail Date or Box Office ↓

💰

Rate Cards

Pricing and financial terms — flat fee, revenue share, MG, or tiered brackets tied to box office performance bands.

FLAT_FEE / REVENUE_SHARE / MG / TIERED

Per-title / per-run / total scope

Tier breakpoints for BO range pricing

Segment Status Flow

PENDING→CONFIRMED

Segments are confirmed independently per category. Submit is only enabled once all 24 are CONFIRMED.

6

Qualifier Rules

Non-date attribute rules that decide if a title belongs to a category. Every rule is attribute · operator · value — optionally scoped to a territory.

🧩 Rule Anatomy

attribute operator value(s) [📍 territory?]

e.g.:

titleType EQUALS "Feature"

numberOfScreens GREATER_EQUALS 300 📍 USA

genre NOT_IN ["Documentary","Music Video"]

Territory scope via filterByAttributes — restricts the attribute check to a specific geography. Non-territorial attributes (genre, titleType, language) omit this.

🌿 Conditional Branching (OR-of-ANDs)

[ONE OF] ← "if / else if" pattern

[ALL OF] Branch 1 — Documentary path

genre EQUALS "Documentary"

boxOffice LESSER 1,000,000 📍 USA

[ALL OF] Branch 2 — Action path

genre EQUALS "Action"

boxOffice GREATER 20,000,000 📍 USA

A title qualifies if it satisfies any one complete branch. Documentary <$1M ✅ · Action >$20M ✅ · Action $8M ❌ · Comedy any ❌

Cat 70First Run Films — Qualifier

📖 Plain English

A title is a First Run Film if ALL of: titleType in approved list · US theatrical release exists · ≥ 100 screens in USA · genre NOT Documentary / Music Video · falls into any of the 7 box office tiers ($0–$200M+) · Franchise 789377 titles must have ≥ $4M US BO

🌲 Rule Tree

[ALL OF] ruleConditionId: 1

titleType IN [approved list]

theatricalRelease NOT_EQUALS_NULL 📍 USA (235)

numberOfScreens GREATER_EQUALS 100 📍 USA

[ALL OF]

genre NOT_IN ["Documentary","Music Video/Concert"]

[ALL OF] ← 7 BO tier BETWEEN brackets → each maps to a Rate Card tier

boxOffice LESSER 5M 📍 USA

boxOffice BETWEEN 5M–9.9M · boxOffice BETWEEN 10M–24.9M

boxOffice BETWEEN 25M–49.9M · boxOffice BETWEEN 50M–99.9M

boxOffice BETWEEN 100M–199.9M · boxOffice GREATER_EQUALS 200M

[ALL OF] franchise exception

titleFranchiseList IN [789377]

boxOffice GREATER_EQUALS 4,000,000 📍 USA

Cat 70JSON (contract-rules.json)

// Cat 70 — QUALIFIERS (abbreviated)
{ "ruleConditionId": 1, // All of
  "rules": [
    { "attribute": "theatricalRelease",
      "operatorId": 4, // NOT_EQUALS_NULL
      "filterByAttributes": [{ "attribute":"territoryId", "values":["235"] }] },
    { "attribute": "numberOfScreens", "operatorId": 8, "values": ["100"] },
    { "ruleConditionId": 1, "rules": [
      { "attribute":"genre", "operatorId":13,
        "values":["Documentary","Music Video/Concert"] },
      { "ruleConditionId":1, "rules":[/* 7 BETWEEN tiers */] }
    ]}
  ]
}

⚠️ Architect: Do NOT flatten the 7-tier BETWEEN structure — each bracket maps to a different Rate Card price tier.

Cat 71Limited Release LA — Qualifier

📖 Plain English

ALL of: US theatrical release exists · ≥ 10 screens in USA · Language is Spanish (46) or Portuguese (73) · Theatrical release in Argentina (12)

🌲 Rule Tree

[ALL OF]

theatricalRelease NOT_EQUALS_NULL 📍 USA (235)

numberOfScreens GREATER_EQUALS 10 📍 USA

languageList IN [46 Spanish, 73 Portuguese]

theatricalRelease NOT_EQUALS_NULL 📍 Argentina (12)

Cat 71Start Date Rule

📖 Window Formula

Duration: 15 months
Start: Earlier of — Theatrical Date + 19 months
conditionId: 5 · formulaOperatorId: 11 (after)

📦 JSON (contract-rules.json)

{ "duration": { "value":15, "unit":"MONTH" },
  "conditionFormula": {
    "conditionId": 5, // Earlier of
    "rules": [{
      "formulaAttributeType": "Theatrical Dates",
      "formulaOperatorId": 11, // after
      "formulaValue": 19, "formulaUnit": "MONTH"
    }]
  }
}

Cat 72Other Limited Release — Qualifier

📖 Plain English

ALL of: US theatrical release exists · ≥ 10 screens in USA · Country of origin NOT USA (235) · UK theatrical release exists

🌲 Rule Tree

[ALL OF]

theatricalRelease NOT_EQUALS_NULL 📍 USA (235)

numberOfScreens GREATER_EQUALS 10 📍 USA

countryOfOriginList NOT_IN ["235"]

theatricalRelease NOT_EQUALS_NULL 📍 UK (202)

Cat 72Start Date (default Earlier Of)

Duration: 15 months · Start: Earlier of theatrical (default formula — rules array is empty)
conditionId: 5 · rules: [] → platform default theatrical date

{ "duration": { "value":15, "unit":"MONTH" },
"conditionFormula": { "conditionId":5, "rules":[] }
}

Cat 74Local / Art Films — Qualifier

📖 Plain English

ALL of: Released by 01 Distribution · NOT in franchise 789377 or 813190 · B&W film with France BO < $588,888 OR B&W film with Germany screens > 56

🌲 Rule Tree

[ALL OF]

releasingCompanyList IN ["01 Distribution"]

titleFranchiseList NOT_IN [789377, 813190]

[ALL OF] B&W + France BO branch

colorBw NOT_EQUALS "B&W" · boxOffice LESSER 588,888 📍 France (15)

[ALL OF] B&W + Germany screens branch

colorBw NOT_EQUALS "B&W" · numberOfScreens GREATER 56 📍 Germany (39)

Cat 74Cap Rule

Max 2 titles per Term Year
Overflow sorted in descending order of Box Office

{ "capsOption": "Cap",
  "rule": { "attribute":"titleCount", "operator":7, "value":2,
          "frequencyValue":"per Term Year" },
  "exceedsCapSortByValue": "in descending order of Box Office"
}

Cat 75MFP / MFTV / DTV — Qualifier

📖 Plain English

ALL of: titleType IN [Feature] · titleType IN [DTV/FT FGN REL, DTV/FT US MIN, DTV/Feature, DTV/Non-Feature] · titleType IN [M.O.W., MOW/FT FGN REL, MOW/FT US MIN] · No theatrical release (EQUALS_NULL)

🌲 Rule Tree

[ALL OF]

titleType IN ["Feature"]

titleType IN ["DTV/FT FGN REL","DTV/FT US MIN","DTV/Feature","DTV/Non-Feature"]

titleType IN ["M.O.W.","MOW/FT FGN REL","MOW/FT US MIN"]

theatricalRelease EQUALS_NULL ← ensures no theatrical exists

Cat 75Cap Rule

Max 22 titles per Term Year
Overflow sorted by Avail Date (earliest first)

{ "capsOption": "Cap",
  "rule": { "attribute":"titleCount", "operator":7, "value":22,
          "frequencyValue":"per Term Year" },
  "exceedsCapSortByValue": "by Avail Date"
}

7

Start Date — The Licensing Window

A formula, not a date — computed individually per movie from its own release history. Defines when Netflix can start streaming it and for how long.

💡 Core Concept

The contract doesn't say "Movie X is available from March 5." It says "The window opens 19 months after US theatrical release." Every movie has a different theatrical date → every movie gets a different computed window start.

windowStartDate = theatricalReleaseDate (USA) + 19 MONTHS

windowEndDate = windowStartDate + duration ← derived, never stored

📐 Window Must Overlap a Term Year

A movie is only eligible in a term year if its computed window overlaps that year's date range. The cap (Caps segment) then limits how many of those eligible movies are actually taken.

✅ TY1: window Mar–Jul 2024 → fully inside

⚠️ Span: window Nov 2024–Mar 2025 → counts as TY1 start

❌ Miss: window Jan 2025–May 2025 → TY2 only

🎬 Worked Example — 10 Movies · 4-Month Window · +19 Months after US Theatrical

Contract rule: windowDuration = 4 MONTHS · windowStart = theatricalReleaseDate (USA) + 19 MONTHS

#	Movie	US Theatrical	Window Start (+19 mo)	Window End (+4 mo)	Eligible TY
1	Movie A	Jun 1, 2022	Jan 1, 2024	May 1, 2024	✅ TY1
2	Movie B	Aug 15, 2022	Mar 15, 2024	Jul 15, 2024	✅ TY1
3	Movie C	Feb 1, 2023	Sep 1, 2024	Jan 1, 2025	⚠️ TY1 + TY2
4	Movie D	Apr 20, 2023	Nov 20, 2024	Mar 20, 2025	⚠️ TY1 + TY2
5	Movie E	Jul 4, 2023	Feb 4, 2025	Jun 4, 2025	✅ TY2
6	Movie F	Oct 10, 2023	May 10, 2025	Sep 10, 2025	✅ TY2
7	Movie G	Jan 5, 2024	Aug 5, 2025	Dec 5, 2025	✅ TY2
8	Movie H	May 20, 2024	Dec 20, 2025	Apr 20, 2026	⚠️ TY2 + TY3
9	Movie I	Sep 1, 2024	Apr 1, 2026	Aug 1, 2026	✅ TY3
10	Movie J	Dec 15, 2024	Jul 15, 2026	Nov 15, 2026	✅ TY3

Availability gate (Module 2 — not Module 1): Even if Movie C's window overlaps TY1, if it's already licensed to a competitor for Oct–Dec 2024, it cannot be scheduled. Module 1 captures the formula only. Module 2 (CLIP Insights) checks live availability.

Pattern 1 — Fixed Offset (single anchor)

"Window starts 19 months after US theatrical release."
One reference date + one offset. No condition needed.

theatricalReleaseDate after 19 MONTHS 📍 USA

JSON Structure

{ "duration": { "value":19, "unit":"MONTH" },
  "conditionFormula": {
    "conditionId": null, // single formula — no condition
    "rules": [{
      "formulaAttributeType": "Theatrical Dates",
      "formulaOperatorId": 11, // after (+)
      "formulaValue": 19, "formulaUnit": "MONTH",
      "filterByAttributes":[{"attribute":"territoryId","values":["235"]}]
    }]
  }
}

Pattern 2 — Earlier Of (conditionId: 5)

"Window starts the earlier of: (a) 19 months after US theatrical OR (b) 15 months after physical (LVR) release."

Protects the licensee — window opens as soon as any formula fires, avoiding long waits if one release date is delayed.

[EARLIER OF] conditionId: 5 → min(A, B)

theatricalReleaseDate after 19 MONTHS 📍 USA → candidate A

physicalReleaseDate after 15 MONTHS → candidate B

windowStart = min(A, B)

JSON Structure

{ "conditionFormula": {
  "conditionId": 5, // Earlier of
  "rules": [
    { "formulaAttributeType":"Theatrical Dates",
      "formulaOperatorId":11, "formulaValue":19, "formulaUnit":"MONTH",
      "filterByAttributes":[{"attribute":"territoryId","values":["235"]}] },
    { "formulaAttributeType":"Physical Dates",
      "formulaOperatorId":11, "formulaValue":15, "formulaUnit":"MONTH" }
  ]
}}

Pattern 3 — Later Of (conditionId: 6)

"Window starts the later of: 19 months after US theatrical OR 90 days after EST release."

Protects the licensor — the window cannot open until ALL holdbacks have expired. Netflix must wait for whichever date comes last.

[LATER OF] conditionId: 6 → max(A, B)

theatricalReleaseDate after 19 MONTHS 📍 USA → A

estReleaseDate after 90 DAYS → B

windowStart = max(A, B)

JSON Structure

{ "conditionFormula": {
  "conditionId": 6, // Later of
  "rules": [
    { "formulaAttributeType":"Theatrical Dates",
      "formulaOperatorId":11, "formulaValue":19, "formulaUnit":"MONTH" },
    { "formulaAttributeType":"EST Dates",
      "formulaOperatorId":11, "formulaValue":90, "formulaUnit":"DAY" }
  ]
}}

Pattern 4 — $HOME_OFFICE (dynamic territory)

"Window starts 19 months after theatrical release in the title's home country."

The territory is not hard-coded. "$HOME_OFFICE" is stored as a literal string. Module 2 resolves it to the actual territory ID at runtime by looking up the title's countryOfOriginList.

theatricalReleaseDate after 19 MONTHS 📍 $HOME_OFFICE

JSON Structure

{ "formulaAttributeType": "Theatrical Dates",
  "formulaOperatorId": 11,
  "formulaValue": 19, "formulaUnit": "MONTH",
  "filterByAttributes": [{
    "attribute": "territoryId",
    "values": ["$HOME_OFFICE"]
  }]
}

Note: Stored literally. Module 2 resolves at runtime. Module 1 treats it as any other territory string.

Start Date Operator & Condition Reference

Contract Phrase	conditionId	operatorId	Protects
"X months after [date]"	null	11 — after	Single formula
"Earlier of [A] or [B]"	5	11 on each	Licensee — window opens sooner
"Later of [A] or [B]"	6	11 on each	Licensor — all holdbacks must expire
"No later than X months"	n/a	11 in noLaterThanFormula	Hard ceiling on window start
"X days before [date]"	null	12 — before	Offset subtracted from date

⚠️ operatorIds 11 and 12 are Start Date only — never use them in Qualifiers. Qualifiers only test static attribute values.

8

Caps — Title Count Limits

The simplest segment structurally — one primitive: titleCount LESSER_EQUALS N per Term Year

🔀 Cap or No Cap

capsOption	Meaning
"Cap"	Hard ceiling — max N titles per term year. Standard deal.
"No Cap"	No limit — all qualifying titles with valid windows can be taken.

⚖️ Two-Sided Commercial Reality

✅ Pro (seller): Freely license any qualifying title up to the cap — no minimum required. If only 6 movies qualify and cap is 10, deliver 6. No penalty.

⚠️ Con (seller): When paired with a Minimum Guarantee in Rate Cards, failing to deliver enough titles creates a shortfall penalty. Cap = ceiling. MG = floor. Both extracted separately.

📊 Overflow Sort — When Eligible Titles Exceed the Cap

by Avail Date (earliest first)

Fill slots with movies whose windows open soonest. Used for high-volume categories (Cat 70, 71, 72, 75) — maximises use of early-opening windows.

in descending order of Box Office

Fill slots with the highest-earning movies first. Used for tight prestige caps (Cat 73, 74) — maximises commercial value when only 2–3 slots exist.

Rank (Avail Date)	Movie	Window Start	Box Office	Slot (cap = 10)
1	Movie A	Jan 5	$45M	✅ Slot 1
2	Movie B	Feb 2	$12M	✅ Slot 2
3–10	Movies C–J fill remaining slots…			✅ Slots 3–10
11	Movie K	Oct 15	$100M ← biggest BO	❌ Overflow — excluded
12	Movie L	Nov 2	$67M	❌ Overflow — excluded

If sort were Box Office ↓, Movie K ($100M) would take Slot 1. Same 10 slots — different movies included.

📋 All 6 Category Caps — from contract-rules.json

Cat	Category	Cap	Frequency	Overflow Sort
70	First Run Films	33	per Term Year	by Avail Date
75	MFP / MFTV / DTV	22	per Term Year	by Avail Date
71	Limited Release LA	10	per Term Year	by Avail Date
72	Other Limited Release	10	per Term Year	by Avail Date
73	Library Titles	3	per Term Year	Box Office ↓
74	Local / Art Films	2	per Term Year	Box Office ↓

Cap Rule JSON Anatomy

// Cat 70 — First Run Films
{ "capsOption": "Cap",
  "rule": {
    "attribute": "titleCount", // always
    "operator": 7, // LESSER_EQUALS — always
    "value": 33,
    "frequencyValue": "per Term Year"
  },
  "exceedsCapSortByValue": "by Avail Date",
  "productCategoryIds": [70]
}

Field	Notes
capsOption	"Cap" or "No Cap"
attribute	Always `"titleCount"` — system constant
operator	Always `7` (LESSER_EQUALS ≤) — system constant
value	Max titles — positive integer, user editable
frequencyValue	Always "per Term Year" — system constant
exceedsCapSortByValue	Stored as raw contract string — Module 2 parses it

Pricing / MG / shortfall → Rate Cards. Which titles fill slots → Module 2 runtime. attribute, operator, frequencyValue are system constants — never shown as editable UI fields.

9

Operators & Conditions Reference

Source: rule-operators.json · rule-conditions.json

Operators

ID	Name	Symbol	Segment
1	EQUALS	=	Qualifiers
2	NOT_EQUALS	≠	Qualifiers
3	EQUALS_NULL	∅	Qualifiers
4	NOT_EQUALS_NULL	∃	Qualifiers
5	LESSER	<	Qualifiers
6	GREATER	>	Qualifiers
7	LESSER_EQUALS	≤	QualifiersCaps
8	GREATER_EQUALS	≥	Qualifiers
9	IN	∈	Qualifiers
10	BETWEEN	↔	Qualifiers
11	after	+	Start Date
12	before	−	Start Date
13	NOT_IN	∉	Qualifiers

Conditions

Qualifier Group Conditions

ID	Name	Expr	Meaning
1	All of	&&	AND — all children must be true
2	One of	\|\|	OR — any child must be true
8	None of	null	NOR — no child may be true

Start Date Formula Conditions

ID	Name	Meaning
3	on or before	Window start ≤ computed date
4	on or after	Window start ≥ computed date
5	Earlier of	min() — pick earliest candidate date
6	Later of	max() — pick latest candidate date

⚠️ Common Mistakes:
· conditionId 11 does NOT exist — use ruleOperatorId 11 for date offset
· Never pass "NULL" as a value — use EQUALS_NULL(3) / NOT_EQUALS_NULL(4)
· ops 11 & 12 are Start Date only — never in Qualifiers

10

Core Data Model

8 entities — all linked by contractId and categoryId

contract

contractIdUUID PK

contractNamestring

effectiveDatedate

licenseeIdFK

pricingTypeenum

extractionStatusenum

pdfStorageRefURI

contract_term_years

termIdUUID PK

contractIdFK

termYearNumberint

termStartDatedate

termEndDatedate

termYearTypeenum

aiConfidencefloat

contract_title_categories

categoryIdUUID PK

contractIdFK

categoryNamestring

contractPageRefint?

aiConfidencefloat

userConfirmedbool

contract_qualifier_rules

ruleIdUUID PK

categoryIdFK

sectionNamestring

sectionRuleJsonJSONB

segmentStatusenum

aiConfidencefloat

contract_startdate_rules

ruleIdUUID PK

categoryIdFK

windowDurationValueint

windowDurationUnitenum

windowStartRuleJsonJSONB

segmentStatusenum

contract_cap_rules

capIdUUID PK

categoryIdFK

capsOption"Cap"/"No Cap"

capValueint

exceedsCapSortByValuestring

segmentStatusenum

contract_ratecard_rules

rateIdUUID PK

categoryIdFK

rateTypeenum

rateValuedecimal

rateCurrencyISO4217

tierBreakpointsJsonJSONB?

contract_audit_log

auditIdUUID PK

contractIdFK

entityTypeenum

fieldNamestring

aiExtractedValuetext

userConfirmedValuetext

changedAttimestamp

11

Non-Functional Requirements

Performance, scalability, security, and compliance targets

⚡ Performance

PDF upload< 5 sec

LLM extraction (200 pages)< 3 min

Page load< 2 sec

Rule tree render< 500ms

📈 Scalability

Concurrent extractions20 simultaneous

Retry on failure3× exp backoff

Max PDF size50 MB / 200 pages

🔒 Security

PDF storagePrivate + pre-signed URLs

API authSSO + session

WCAG2.1 AA

🗄️ Retention

Audit logs≥ 7 years

Contract PDFsTerm + 5 years

BrowsersChrome / FF / Safari / Edge