# Owner case-series pilot protocol

Updated 2026-07-23.

## Purpose

What must be established before the proposed owner case-series pilot can enroll anyone?

## Who uses this

Research lead and qualified independent research/privacy reviewers

## Records to gather

Protocol; eligibility and analysis plan; independent determination; consent design; data/security and publication controls.

## Steps

1. Read Proposed pilot boundary, Explicit exclusions, and Regulatory determination gate together.
2. Trace each research question through independent evidence axes and the Analysis plan.
3. Assess Privacy and release design, Participant control, and every Launch gate; keep missing implementation evidence open.

## Key terms

- **Case series**: Structured study of a bounded set of cases without an automatic population claim.
- **Independent evidence axes**: Separate source kind, support, verification, time, review, and limitation fields.
- **Negative case**: A case that challenges the preferred explanation.

## Fictional example

Fictional example: A coded owner account suggests a loan covenant changed a decision; reviewers seek contemporaneous records and contrary explanations rather than treating the account as causation.

## Next action

Obtain the required independent determination and documented controls before any recruitment or enrollment.

## Limits

This is a proposed pilot protocol. The current builder does not enroll, receive submissions, approve consent, or establish research compliance.

## AI coaching

Help me complete this DenQAI file using the context below. Explain the supplied fictional example first, then ask one question at a time about my permitted fictional or aggregate, non-identifying inputs. Treat missing values as unknown, not zero. Keep example values separate from my case. Do not invent records, source verification, contract terms or professional conclusions. Identify the missing evidence and responsible reviewer before the next action.

File: Owner case-series pilot protocol (Markdown).

Question: What must be established before the proposed owner case-series pilot can enroll anyone?

Records to gather: Protocol; eligibility and analysis plan; independent determination; consent design; data/security and publication controls.

Fields or sheets: DenQAI Governed Owner Case-Series Pilot; Purpose; Research questions; Proposed pilot boundary; Explicit exclusions; Regulatory determination gate; Independent evidence axes; Analysis plan; Privacy and release design; Participant control; Launch gates; Current product behavior.

Key terms:
Case series: Structured study of a bounded set of cases without an automatic population claim.
Independent evidence axes: Separate source kind, support, verification, time, review, and limitation fields.
Negative case: A case that challenges the preferred explanation.

Steps:
1. Read Proposed pilot boundary, Explicit exclusions, and Regulatory determination gate together.
2. Trace each research question through independent evidence axes and the Analysis plan.
3. Assess Privacy and release design, Participant control, and every Launch gate; keep missing implementation evidence open.

Fictional example:
Fictional example: A coded owner account suggests a loan covenant changed a decision; reviewers seek contemporaneous records and contrary explanations rather than treating the account as causation.

Limits:
This is a proposed pilot protocol. The current builder does not enroll, receive submissions, approve consent, or establish research compliance.

Next action: Obtain the required independent determination and documented controls before any recruitment or enrollment.

## AI review

Review my permitted fictional or aggregate, non-identifying draft against the DenQAI file context below. Check the actual fields, units, periods, evidence and unresolved contradictions. Use arithmetic only where the stated model supports it; a CSV has no embedded formulas. Keep missing values unknown and separate facts, assumptions and the fictional example. Return specific corrections, questions for the responsible reviewer and the next action; do not invent professional approval.

File: Owner case-series pilot protocol (Markdown).

Question: What must be established before the proposed owner case-series pilot can enroll anyone?

Records to gather: Protocol; eligibility and analysis plan; independent determination; consent design; data/security and publication controls.

Fields or sheets: DenQAI Governed Owner Case-Series Pilot; Purpose; Research questions; Proposed pilot boundary; Explicit exclusions; Regulatory determination gate; Independent evidence axes; Analysis plan; Privacy and release design; Participant control; Launch gates; Current product behavior.

Key terms:
Case series: Structured study of a bounded set of cases without an automatic population claim.
Independent evidence axes: Separate source kind, support, verification, time, review, and limitation fields.
Negative case: A case that challenges the preferred explanation.

Steps:
1. Read Proposed pilot boundary, Explicit exclusions, and Regulatory determination gate together.
2. Trace each research question through independent evidence axes and the Analysis plan.
3. Assess Privacy and release design, Participant control, and every Launch gate; keep missing implementation evidence open.

Fictional example:
Fictional example: A coded owner account suggests a loan covenant changed a decision; reviewers seek contemporaneous records and contrary explanations rather than treating the account as causation.

Limits:
This is a proposed pilot protocol. The current builder does not enroll, receive submissions, approve consent, or establish research compliance.

Next action: Obtain the required independent determination and documented controls before any recruitment or enrollment.

## Related guide

[Open the related guide](https://denqai.com/research/case-series)