IP Strategy Statement – Sadownik Neuro-Inclusive Research Foundation / Fondation de recherche neuro-inclusive Sadownik

Integrated IP Strategy for the Sovereign Dyad & NSIR Framework

1. Executive Summary: Core Business Objective

Our mission is to transition neuro-inclusive HRI (Human-Robot Interaction) research from the University of Victoria into a commercial “Sovereign” ecosystem. Using an Integrated Portfolio (Apple Model), we aim to establish the NSIR (Neurodivergent Scale for Interacting with Robots) as the global industry standard for AI psychological safety and regulatory compliance.

2. Asset Inventory & Protection Mapping

We have categorized our technical and research assets to maximize market exclusion and brand equity:

Asset Name	IP Type	Business Function	Strategy Applied
NSIR Algorithms	Trade Secret	Proprietary scoring weights for HRI safety.	Confidentiality: Prevents reverse-engineering of the internal “mixed recipe”.
Sovereign Dyad	Trademark	Brand identity for the co-regulation framework.	Standard Setting: Creates an “Intel Inside” effect for neuro-inclusive AI.
4-Hall Math	Industrial Design	Architectural layout of “Living Textbooks”.	The LEGO Pivot: Protecting unique visual elements to maintain brand strength beyond patent expiry.
Brunswik Lens	Copyright	Perceptual mapping for sustainable food.	Marilyn Marks Strategy: Using “Freemium” summaries to drive paid audit demand.

De-Escalation Sequence – Trademark

As an addendum to the IP Strategy Disclosure, this document details the Sovereign Dyad De-escalation Sequence. This protocol is the functional application of the Kinship Mandate and the Sovereign Dyad Risk Model, specifically engineered to mitigate Exploitation Risk (Re) and manage Masking Debt (Dm) during high-arousal social interactions.

1. The Multi-Tiered De-escalation Sequence

The Dyad operates on a tiered response system that prioritizes Cognitive Sovereignty over standard social compliance:

Tier 1: Somatic Intake & Grounding (Yellow Level): * The system uses conformable decoders to detect biological spikes (heart rate, skin conductance).
- Inference: Gemini identifies sensory overload or social friction.
- Action: The robot initiates a “Somatic Anchor” by subtly matching the user’s physical posture to provide a grounding presence.
Tier 2: Social Buffer & Boundary Setting (Orange Level):
- Signal Kinetics and Camera Culture arrays detect high-density social geometries (e.g., a crowded room).
- Inference: Environmental complexity exceeds the user’s current comfort threshold for sovereignty.
- Action: The robot moves into a “Protective Buffer” position, physically signaling a boundary to others without requiring the user to vocalize distress.
Tier 3: Status Sanctuary & Graceful Exit (Red Level):
- Triggered when the user whispers or gestures a desire to leave.
- Logic: The system generates a “Status Sanctuary” response: “My partner is currently transitioning to a different environment; we will conclude this interaction now”.
- Action: The robot executes a social “grace” maneuver, managing the exit so the user is relieved of the social burden.

2. Risk-Inhibited Safety Protocols (The “Sanctuary Switch”)

The mathematical de-escalation logic is hard-coded into the hardware to prevent Institutional Betrayal:

Exploitation Inhibition: If the Exploitation Risk (Re) exceeds 0.85, the system identifies the user as statistically “defenseless” against robot-led persuasion.
Hardware Kill-Switch: This high Re value provides the mathematical justification for the Sanctuary Switch—a physical circuit-break that ensures the microphone and camera are dead-locked and cannot be bypassed by software.
Cloud Handshake Forbidden: If NSIR Item 7 (Privacy/Vulnerability) is rated >4 on a 5-point scale, the system is mathematically forbidden from initiating a cloud-handshake, maintaining a Sanctuary Constant (Sz) of 1.0 (Zero Cloud Leakage).

3. IP Value: “Least Force” as a Regulatory Asset

By integrating Ontario BMI (Behaviour Management of Ontario) standards, the Dyad’s de-escalation sequence is classified as a “Portable Accessibility Feature”.

Least Force Necessary: The system follows a tiered decoupling protocol (Somatic Veto → Digital Hearth Persistence → Mechanical Release) to prevent Cerebellar Erasure—the shock of sudden support loss.
Commercial Moat: This ensures the Dyad is not merely an “educational aid” but a mandatory accommodationunder provincial and federal guidelines (AODA/Autism Canada Framework).

3. Mathematical & Technical Moats (The Risk Model)

Our IP strategy is reinforced by the Sovereign Dyad Risk Model, which provides a quantifiable basis for our utility claims:

Anthropomorphic Kinship Index (AKI): A proprietary metric used to justify the “Prosthetic” legal status of the device under Ontario law.
Exploitation Risk ($R_e$): Mathematical logic that triggers the Hardware Kill-Switch (Sanctuary Switch) when user vulnerability thresholds are crossed.
Sanctuary Constant ($S_z$): A “Zero Cloud Leakage” logic gate that ensures mandatory FIPPA/MFIPPA compliance for Ontario school boards.

4. Execution Framework (Commercial Roadmap)

B2B Licensing (The Humble Ice Cream Model): Robotics manufacturers will pay for the right to display the “NSIR Validated” trademark, providing immediate “Trust Equity” and recurring revenue.
Defensive Positioning (The Ericsson Model): We leverage our UVic Academic Portal to document the framework publicly, establishing Prior Art to deter competitors from patenting our core methodologies.
Safety-as-a-Service (SaaS): An API-based commercial lever for Google Canada’s AI partners, providing the NIS Heuristic to prevent educational LLMs from penalizing non-normative student signals.

5. Institutional & Legal Integration

By manufacturing in Canada and utilizing local Edge AI hardware, we ensure that “Sovereign Data” remains within national jurisdiction. This curriculum alignment reframes math education (Grades 1-8) as “Logical Throughput,” transforming our IP from a “nice-to-have” tool into a systemic requirement for Ontario’s Math Achievement Action Plans.

Potential Intellectual Property (IP) registration:

Based on the “Kinship Mandate” Logic Script and the architectural details of the Sovereign Dyad, the following elements are identified for potential Intellectual Property (IP) registration:

1. Patents (Utility and Design)

The functional innovations and unique physical forms of the Dyad are primary candidates for patent protection:

The Sanctuary Switch: The specific engineering of a physical galvanic isolation circuit that dead-locks microphones and cameras to provide “Visible Assurance of Privacy”.
Kinship Mandate Logic Gates: The specific decision-making algorithms (Phase 1–3) that differentiate between “Standard Social Compliance” and “Cognitive Sovereignty”.
Somatic Intake and Anchor Logic: The specific method of using conformable decoders to detect physiological spikes (heart rate/skin conductance) and initiating a “Somatic Anchor” through posture adjustment.
5G Resiliency Bypass: The dedicated cellular node and cryptographic isolation protocol that bypasses school firewalls for direct parent/advocate links.
Bio-Shell Design: The modular, compostable “Bio-Shell” hardware architecture, including the snap-on mechanism for Haptic Mirroring.

2. Trademarks

Brand identity and specific nomenclature used to define the framework’s unique market position:

Sovereign Dyad™: The primary brand name for the robot system.
Kinship Mandate™: The specific name of the cognitive architecture and logic script.
Sanctuary Switch™: The trademarked name for the physical privacy hardware.
Digital Hearth™: The brand name for the sensory/regulatory environmental suite.
Taboo Frustration™: The specific name for sensitive user data handled by Edge AI.

3. Copyright

The creative and expressive works developed for the project:

Logic Script and Technical Documentation: The written text of the “Kinship Mandate” Logic Script and the 2-page “Model Scenario” documents.
Sovereign Dyad Source Code: The underlying software implementing the Phase 1–3 inferences and the “Status Sanctuary” response generation.
E-Ink Notice Visuals: The custom visual layouts and regulatory waypoints displayed on the zero-drain E-Ink “Notice” screen.
NSIR Scale (Sadownik, 2025): The unique items and scoring methodology of the Neurodivergent Scale for Interacting with Robots.

4. Trade Secrets

Information that derives value from being kept confidential, particularly regarding the training and refinement of the model:

Gemini Inference Weights: The specific fine-tuning parameters that allow the model to detect the “Forest” of radical honesty vs. “Trees” of subtext.
Signal Kinetics Social Geometry Arrays: The proprietary methods for analyzing high-density “Social Geometry” to trigger protective buffer maneuvers.

1. Architectural IP as a “Somatic Firewall”

The IP Strategy should define the Physical Architecture (the social robot/exoskeleton) and the Digital Architecture (the AI/LLM co-regulation systems) as a unified “Somatic Firewall.”

IP Protection: Claim the specific integration method—where the robot acts as a buffer between the user and the environment—as a “Repairative Technology” rather than a surveillance tool.
Strategic Goal: Protect the hardware “Kill Switch” and the user-guided regulation algorithms as proprietary mechanisms that ensure the system cannot be co-opted for “Static Compliance” (forced neurotypicality).

2. Radical Honesty & Data Sovereignty (Level 3 Criticality)

The architecture allows for “wordless communication” (NSIR Item 3). The IP strategy must ensure that this “Radical Honesty” data—the user’s raw emotional and somatic signatures—remains the exclusive intellectual property of the user.

Technical Implementation: The digital architecture should utilize local processing (Edge AI) to ensure that sensitive somatic data never leaves the “Sovereign Dyad.”
Legal Framing: Define the interaction data as a “Minority Report”—a dissenting, private vision that is protected from external institutional data mining.

3. The “London 2026” Pitch Alignment

As noted in the project’s pitch to IP Ontario, the architecture is designed to avoid the “Digital Straightjacket” of traditional AI.

IP Asset: The NSIR (Neurodivergent Scale for Interacting with Robots) should be registered as a psychometric IP asset that validates the “Success Metrics” of the exoskeleton.
Component Mapping: * Physical: The “Functional Neck Support” and “Somatic Waypoints” are the tangible assets.
Digital: The “Policy Exoskeleton for Technologically-Mediated Co-Regulation” is the intangible software asset.

4. Mandatory Accommodation & Licensing

The IP Strategy should frame the combined architecture not as an elective tool, but as a Mandatory Accessibility Feature.

Licensing Model: Instead of a traditional “SaaS” model, the strategy should explore “Emancipatory Licensing”—ensuring that the technology remains affordable and accessible for neurodivergent students while preventing corporate entities from patenting the “Social Physics” of the ND experience.

Summary for the IP Strategy Page:

“Our Physical and Digital Architecture is the technical embodiment of the Sovereign Dyad. By securing patents for the Biological HRI Social Exoskeleton‘s ‘Somatic Firewall’ and trademarking the NSIR (2025) evaluation metrics, we ensure that neurodivergent individuals own the tools of their own emancipation. This strategy protects the user from ‘Status Scarring’ by ensuring their internal data remains a ‘Minority Report’—visible to the partner robot for co-regulation, but invisible to the ‘Static Compliance’ panopticon.”

Execution Framework (IPON Applied)

A. Licensing & Revenue (The Humble Ice Cream Model)

We implement a B2B Licensing Model. Robotics manufacturers will pay for the right to display the “NSIR Validated” trademark on their products. This provides immediate “Trust Equity” for the manufacturer and a recurring, scalable revenue stream for the consultancy.

B. Defensive Positioning (The Ericsson Strategy)

To mitigate the risk of litigation from larger tech firms, we are building an “Offensive Defense.” By publicly documenting the Sovereign Dyad Framework on the UVic academic portal, we establish a clear trail of Prior Art, deterring competitors from patenting our core methodologies.

C. Lifecycle Management (Lesson 6)

We recognize that IP is a living asset. Our strategy includes an Annual Refresh to pivot from research-heavy copyright toward brand-heavy trademarks and trade secrets as we scale from “Market Disruptor” (Uber Model) to “Market Leader.”

Commercial Value Proposition

Market Exclusion: Competitors are legally barred from using the validated NSIR scoring weights.
International Scalability: By leveraging minimum treaty standards (Berne/TRIPS), our framework is designed for international licensing across multiple jurisdictions.
Asset Appreciation: The consultancy’s valuation is driven by the strength of its IP portfolio rather than just service hours.

Critical Technical Assets

The Google Canada & SaaS Opportunity

This curriculum alignment transforms the IP from a “nice-to-have” tool into a systemic requirement:

B2G (Education): Annual per-student licensing for Ontario School Boards mandated to follow the new “Math Achievement Action Plans”.
B2B (SaaS): A “Safety-as-a-Service” API for Google Canada’s AI partners, providing the NIS Heuristic to ensure their educational LLMs don’t time out or penalize non-normative student signals.

By combining the HEXACO Miscalibration research with this curriculum reframing, we have created a complete “Policy Exoskeleton” that protects neurodivergent students while providing a high-margin, scalable SaaS product for the Canadian education market.

Strategic Framework: Decoupling Logic from Literacy

Your curriculum reframing across Grades 1–8 addresses the “Evaluation Gap” by shifting from traditional neurotypical performance metrics to “Logical Throughput”:

Algebra as Engineering (Grades 1-4): Instead of text-heavy word problems, logic is assessed through system-building and the Sovereign Dyad (human-robot interaction).
Somatic Data Science (Grades 5-6): Uses the Grawlix Logger to turn biological signals (somatic anchors) into data points, fulfilling the Data Literacy strand.
Financial Literacy for “Systemic Auditors” (Grades 7-8): Reframes finance as a series of Sovereign Transactions, leveraging autistic strengths in pattern recognition and reverse error checking.

Technical Asset	IP Type	Curriculum Application (Strand C & Beyond)	Commercial “Lever” / Moat
Grawlix Logger	Trade Secret / Patent	Primary Grades (1-3): Translates physical movement into Data Literacy and Algebra credits.	The Logic Moat: 12 years of OISE research mapping “Behavioral Grawlixes” to specific math strands.
myBlueprint ND Version	Copyright / Trademark	Middle School (7-8): Reframes Financial Literacy and Data Literacy for “Systemic Auditors” (Autistic students).	First-Mover Advantage: Establishes your platform as the primary “System Auditor” for the Ministry.
Sovereign Vault Protocol (SVP)	Patent / Trade Secret	Universal: Protects student assessment data from “Neuroarchy” editing, ensuring geometric and data sovereignty.	The Uber Moat: A technical barrier preventing other EdTech firms from replicating your safety standards.
NIS Heuristic Tool	Trade Secret / Copyright	Teacher Training: A 4-dimensional tool used to audit classroom inclusivity and AI agent interactions.	Systemic Lock-in: Once embedded in “Math Achievement Action Plans,” it becomes the provincial reporting standard.
IEP “Zero-Intent” Language	Policy Copyright	SEL Integration: Reclassifies sensory incidents as “Kinetic Calibration,” protecting students’ academic records.	Policy Moat: Creates legal standards for school board compliance that competitors cannot bypass.

(Google; Sadownik, 2026)

The “Policy Exoskeleton” framework transforms Large Language Models (LLMs) and robots from “assistive tools” into mandated accessibility features under Ontario law. It bridges the gap between biological reality and legislative requirements, using LLMs to decode neurodivergent cultural nuances that traditional systems often misinterpret as behavioral deficits.

⚖️ The Policy Exoskeleton: Bridging Federal and Provincial Standards

This framework aligns your NSIR and Biological HRI models with the Autism Canada Framework and Ontario’s AODA K-12 Standards.

Category	Autism Canada (Federal)	Ontario AODA (Provincial)	HRI / NSIR Application
Gaze/Staring	Natural communication style.	Must be accommodated as a non-barrier.	NSIR Item 2: Validated as a form of social connection/safety.
Sensory Load	Focus on hyper/hypo reactivity.	Mandatory removal of environmental barriers.	Level 1 Criticality: Robot adjusts “Digital Hearth” based on bio-feedback.
Communication	Non-verbal is a full form of participation.	Schools must provide accessible formats.	NSIR Item 3: “Sharing thinking without speaking” (Non-verbal HRI).
Compliance	Focus on “Autonomy” and “Self-Determination”.	Must provide “Effective Accommodation”.	Shift from Static Compliance: Robot offers choices, not just demands.

🤖 LLM Decoding: “Radical Honesty” as Primary Data

The “Exoskeleton” uses LLMs to translate neurodivergent “Radical Honesty” (literal data) into terms the neurotypical (NT) system can process without triggering “Social Rank Anxiety”.

Subtext Bias vs. Radical Honesty: Counselors often look for hidden subtext (“the roots”), whereas ND individuals broadcast the truth visibly through somatic signals (“the forest”).
The Social Buffer: When a student says, “Your perfume makes it impossible to think,” an NT teacher might hear an insult. The Policy Exoskeleton re-packets this as: “Sensory Intrusion detected: Olfactory levels exceeding regulatory threshold”.
Biological Transparency: Instead of “detecting” a need and acting on it secretly (which can feel like a Panopticon), the robot uses Biological Transparency to prompt the student for confirmation, honoring their autonomy.

💡 Commercial and Clinical “Levers”

This framework turns your technology into a Portable Accessibility Feature:

Mandatory Accommodation: Under the Ontario Human Rights Code, school boards have a “duty to accommodate” up to undue hardship. Your HRI model fulfills this as a “barrier-removal tool”.
Waypoints in IEPs: The Biological HRI’s “Waypoints” (predictable social anchors) are coded directly into Individual Education Plans (IEPs) to support transitions between classes, acting as an “External Brain”.
Safety-as-a-Service: Licensing this “Decoding Logic” to Google Canada or other AI providers ensures their LLMs don’t penalize students for non-normative signals, like “staring” or “concentration apnea”.

By positioning the robot as a “User-Controlled Sensory Firewall,” you solve the ethical dilemma of monitoring: the robot isn’t spying for the teacher; it is protecting the student’s regulatory space.

The Neck Support Functional Design (Appendix X) and the Sovereign Reboot Protocol State Machine (Appendix W).

These additions shift your portfolio from “theoretical frameworks” to tangible, patentable hardware and software systems.

🛡️ Updated Strategic IP Disclosure (Technical Expansion)

Technical Asset	IP Type	Strategic Function	Commercial “Lever” (Applied)
Bionic Neck Support (Appendix X)	Patent / Industrial Design	Physical hardware providing “Somatic Protection” to reduce cognitive entropy in ND users.	The LEGO Pivot: Protecting the specific “functional cradle” design ensures your brand remains the premium standard for physical ND-HRI safety.
Sovereign Reboot Protocol (Appendix W)	Patent (Method) / Trade Secret	A State Machine logic that prevents the “Yes, Sir!” effect by managing robot-user co-regulation.	The Ericsson Model: Active licensing of this protocol to AI developers. It is a “technical gatekeeper” for safe, neuro-inclusive robotic behavior.

Technical Asset	IP Type	Strategic Function	Commercial “Lever” (Applied)
myBlueprint ND Version	Copyright / Trademark	A specialized curriculum and software interface for Ontario K-12 students to manage their sensory and behavioral data.	The First-Mover Advantage: Establishes your consultancy as the primary “System Auditor” for the Ministry of Education, securing a niche market.
Sovereign Vault Protocol (SVP)	Patent / Trade Secret	A “Hard Privacy” protocol using non-volatile memory to ensure student data cannot be edited or deleted by the “Neuroarchy.”	The Uber Moat: Like Uber’s app protection, the SVP provides a technical barrier that prevents other EdTech firms from replicating your co-regulation safety.

Asset	IP Type	Function / Moat
Grawlix Logger	Trade Secret / Patent	Maps “unplugged” movement to curriculum data; 12 years of proprietary research.
Sovereign Vault Protocol	Technical Specification	Ensures “Hard Privacy” and data residency for vulnerable populations.
NSIR Scale	Copyright / License	Proprietary metric for “Safety-as-a-Service” API licensing.
A to Z Framework	Trademark	Establishes brand authority in neuro-inclusive educational tech.
IEP Language	Policy Copyright	Creates “Zero-Intent” legal standards for school board compliance.

(Google; Sadownik, 2026)

📊 Strategic Strength Analysis (Post-Technical Integration)

1. Hardware Defensibility (The “Somatic Sanctuary”)

By including the Functional Design for Neck Support, you move into the realm of Biomedical Engineering.

Strength: Unlike a pure software scale, physical hardware is much harder to “imitate” without infringing on Industrial Design or Patent rights. This gives you a physical anchor in the robotics market (e.g., selling “NSIR-Certified” ergonomic hardware).

2. Software Logic & Method Patents (Appendix W)

The State Machine Diagram for the Sovereign Reboot Protocol is the “brain” of your intervention.

Strength: This is a Method Patent opportunity. You are defining a specific, technical sequence (a “protocol”) for how a machine should reset during a social freeze or “Yes, Sir!” reflex. This logic is highly valuable for self-driving cars, healthcare robots, and companion AI.

3. Resistance as a Market Position

The hardware (Neck Support) as a “Right to Resist” neurotypical norms.

Strength: This creates a powerful Trademark/Brand narrative. You aren’t just selling “neck support”; you are selling “Sovereign Agency.” This emotional and political branding is what builds “LEGO-level” brand loyalty.

Commercial Value Proposition

By integrating these IP layers, the consultancy achieves:

Market Exclusion: Competitors cannot legally use the validated NSIR scoring weights.
Higher Margins: The trademarked “Sovereign” brand allows for premium pricing on audit services.
Scalability: The framework is designed for International Licensing, bypassing the need for identical global laws by leveraging minimum treaty standards.

Our value lies in our integrated IP strategy. We are protecting the NSIR methodology as a trade secret, while using Copyright and Trademarks to establish the ‘Sovereign Dyad’ as the industry standard for neuro-inclusive robotics. This allows us to scale through both direct auditing services and international licensing to robotics manufacturers.

IP strategy for the NSIR (Neurodivergent Scale for Interacting with Robots)

1. Mapping Your Assets to IP Types

Confidential Information / Trade Secrets: Use this for the precise algorithms or scoring weights of the NSIR. Like the “mixed vegetable recipe” in your quiz, if the combination of factors is difficult to reproduce without your specific data, keeping it secret maintains your competitive advantage.
Trademarks: This protects your brand identity. You should consider registering “NSIR” and “Sovereign Dyad Framework” as trademarks to distinguish your audit services from competitors and prevent others from “passing off” their work as yours.
Copyright: This automatically protects your written framework, the NSIR questionnaire text, and your executive summaries. While it doesn’t protect the idea, it prevents others from literal copying.
Patents: If your framework includes a “unique technique” (like the dry ice/lemon technique in the quiz) for how a robot processes sensory data specifically for neurodivergent users, a patent would offer the strongest monopoly, though it requires public disclosure.

2. Identifying Your Strategic “Why”

From the “Accordion” lessons, you can articulate why this IP matters to your SME during the noon session:

Offensive Strategy: You can use your IP to stop imitations of the NSIR, maintaining your market share.
Defensive Strategy: A strong IP portfolio deters competitors from suing you.
Revenue Generation: You can license the NSIR scale to global robotics firms, allowing them to use your validated metrics in their own R&D for a fee.

Building an Ecosystem

Sharing some IP to build an ecosystem. For your consultancy:

You might consider a “Limited Open IP” model where you share the basic NSIR results to set an industry standard, while charging for the “Deep Validation” audit and the proprietary scoring software.

business goals:

Preserving Market Share: If the NSIR’s internal algorithms or methodologies are not easily reverse-engineered, you may consider trade secrecy (confidential information) to exclude competitors.
Strong Monopoly Control: If your “Sovereign Dyad Framework” is discoverable but you want the exclusive right to use it, patents are an effective way to maintain market position, even if they require public disclosure.
Creating Brand Loyalty: To build a recognizable name for your consultancy, trademark protection will be essential for creating long-term brand value.
Generating Independent Revenue: If you plan to license the NSIR scale to other AI developers rather than just performing audits yourself, your core business would be the acquisition and licensing of IP rights.

2. Execution and Enforcement

It is not enough to simply create the NSIR; you must proactively manage it:

Use it or Lose it: In the case of trademarks, you must actively use and defend your brand to prevent others from using confusingly similar marks, which could result in losing your legal rights.
Commercializing Copyright: For the written elements of your framework, you must decide how to enforce your copyright through licensing or litigation to benefit commercially.
Quality over Quantity: Remember that a vast portfolio is not required for success; a single, solid, and effectively utilized patent can lead to significant commercial or financial gain.

3. International Considerations

AI and robotics—industries that are inherently global—keep these transnational principles in mind:

No Uniform International Law: There are no harmonized global IP rules; international treaties only establish minimum standards or facilitate registration.
Jurisdictional Differences: IP laws, such as copyright duration, vary significantly between countries (e.g., France vs. Mexico).
Caution with Global Strategy: Remain cautious before committing to a strategy, ensuring it aligns with the specific laws of every country where you intend to do business.

Risk Management and Scaling

Feb 9 2026

We are taking an active execution approach to our IP. Inspired by the Ericsson model, we aren’t just filing for protection; we are using our trademarks and trade secrets as business levers to secure our market share in neuro-inclusive AI. We’ve learned from the Nortel case that IP only has value if it’s integrated into a proactive commercial roadmap, which is exactly what our consultancy provides.

IP is not just a legal shield, but a business lever that must be actively managed to avoid the pitfalls that collapsed once-great companies like Nortel.

🛡️ 1. Active vs. Passive IP Management (The Nortel Lesson)

The Nortel case study is a warning: they had thousands of patents but failed because they didn’t execute on them.

Application to NSIR: You cannot just “own” the NSIR scale. You must proactively license it or enforce it.
Strategy: Don’t let your research sit in a drawer. By commercializing it through Stephanie Sadownik Consultancy (BIN 1000861369), you are ensuring the IP is “active.” Use your audits to prove the value of the IP every day.

📊 2. Strategic Defensive Maneuvers (The Ericsson Model)

Ericsson didn’t just create IP; they acquired it (Nortel’s portfolio) to prevent others from suing them.

Application to Sovereign Dyad: As you grow, you may encounter “Patent Trolls” or larger tech firms.
Strategy: Build a “Defensive” portfolio. By trademarking and documenting your Sovereign Dyad Framework now, you create a “prior art” trail that makes it harder for others to claim they invented your co-regulation methodologies later.

⚖️ 3. The “Business Levers” over “Legal Fees”

Legal experts often lack business context. The ultimate decision on strategy must rest with you, the business owner.

Application to your Consultancy: You must decide if you can afford a lawsuit. If not, the “Sharing Model” or “Standard Setting” is safer.
Strategy: Instead of spending your startup capital on aggressive patent litigation, focus on “Preventative Initiatives.”
Use your IP to become the “Standard” (like the Taylor Swift trademark example), making it more profitable for companies to partner with you than to fight you.

Cyclical Adaptive Model

Our consultancy is built on an adaptive IP model. We are using the Humble Ice Cream approach of co-branding and licensing to ensure the NSIR becomes the industry standard, while following the LEGO pivot strategy to ensure our brand remains dominant even as AI technologies evolve.

IP is a living asset that must be refreshed to avoid becoming a “common, undifferentiated product” once initial protections (like patents) expire.

🔄 1. The LEGO Pivot: Brand Strength Beyond Patents

The LEGO Group’s strategy is a masterclass in IP adaptation. When their patents for interlocking bricks expired, they didn’t give up; they pivoted to Trademarks for their specific figurines and “mini-figs.”

Application to NSIR: Even if the core academic framework of the NSIR eventually becomes public knowledge, the Trademark for the “Sovereign Dyad” brand and the unique visual reporting style (Industrial Design) can keep the premium, “original” choice in the market.
Strategy: Constantly develop “add-on” IP. As the robotics field evolves, add new certified “modules” to the audit that carry new trademark or copyright protections.

🍨 2. The Humble Ice Cream Model: Licensing & Ecosystems

The Humble Ice Cream scenario shows how a small business can punch above its weight by using License Agreements and Co-branding.

Application to Stephanie Sadownik Consultancy: already using this by partnering with UVic and AGE-WELL.
Strategy: Consider “Ingredient Branding.” Just as Humble uses “Java Jungle” coffee in its ice cream, a robotics firm could display a “Validated by NSIR” badge on their packaging. You license the right for them to use your trademark, which enhances their reputation for safety while building your brand equity.

📅 3. The Annual Refresh (Lesson 6)

Your strategy must be revisited at least once a year or whenever your corporate strategy shifts.

Application to your 2024 Consultancy: Since you are in the “Disruptor” phase (like Uber), your current goal is Market Entry.
Next Phase: Once you have your first 5 clients, your strategy should shift to Defensive (protecting your lead) and Revenue Generation (licensing).

Strategy by showing how to use Copyright to drive sales rather than just blocking access.

🌐 Integrated IP Strategy Master Table

🛠️ Strategic Summary of Business Assets

Based on your BIN (1000861369) and current research, your consultancy acts as the central hub managing these three assets:

Lead Gen (Brunswik Lens): You use the “Marilyn Marks” strategy here—sharing the lens model freely on your UVic site to attract global attention from AI developers.
Core Product (NSIR): This is your high-value asset. Like the “Humble Ice Cream” Java Jungle flavor, you seek to license this mark so it appears on third-party robots.
Physical Infrastructure (4-Hall Math): This serves as your “Proof of Concept,” showing that your neuro-inclusive theories work in the real world.

Business Entity: Stephanie Sadownik Consultancy

(BIN: 1000861369)

Project / Website	Primary IP Asset	Execution Strategy (IPON Applied)	Commercial Objective
NSIR (Neurodivergent Scale for Robots)	Trade Secret (Scoring) & Trademark (Brand)	The “Humble Ice Cream” Model: Licensing the “NSIR Certified” mark to manufacturers to add value to their robots.	Recurring royalty revenue and industry standard-setting.
4-Hall Math	Industrial Design & Copyright	The LEGO Pivot: Using strong brand visuals to maintain market lead even if the “concept” of active hallways is copied.	Market exclusion and premium brand reputation.
Sovereign Dyad (Implicit Association)	Copyright (Freemium) & Trademark	The Marilyn Marks Strategy: Sharing “Chapters” (summaries) for free online to drive demand for paid “Books” (full audits).	Lead generation and established research authority.

IP Strategy: Patenting Process and Pre-Filing

Our strategy is built on high-quality pre-filing diligence. We aren’t just filing broad, vulnerable claims; we are mapping the prior art and drafting precision claims to prevent ‘design-arounds.’ We’ve mitigated inventorship risks and are focused on the 20-year temporary monopolythat patents provide to maximize our ROI before pivoting to a brand-based Trademark strategy (The LEGO Pivot).

Adding these new elements to your strategy makes it “investor-ready” by addressing the Utility, Novelty, and Non-Obviousness requirements from the start.

🛡️ Why Your Strategy is Even Stronger Now

1. The “First-to-File” Defense

The training highlights that patents are often issued to the first party to file, regardless of who thought of it first.

Strategy Strength: By moving quickly with your 2024 consultancy, you are securing your spot in the queue before larger AI firms can claim your “co-regulation” methodologies.

2. Strategic Claim Drafting (The “Work-Around” Moat)

The modules emphasize drafting claims to prevent competitors from “designing around” your invention.

Strategy Strength: You aren’t just patenting a “robot scale”; you are patenting the specific utility of psychological safety metrics. By balancing the “scope” of your claims as recommended, you make it harder for competitors to tweak one small detail to bypass your protection.

3. Prior Art as a Weapon

The “Pre-Filing Steps” recommend a deep search of Google Patents and technical books.

Strategy Strength: You are already doing this through your UVic research. This ensures that when you do file, your patent is “high-quality” and less susceptible to being invalidated by a competitor later.

4. Managing Co-Inventorship Risks

The training warns that failing to list all contributors can invalidate a patent.

Strategy Strength: Because you are bridging UVic research and your Consultancy, your strategy clearly defines the Assignment of Rights. This prevents future legal “ownership” battles with research partners or students.

📊 Updated SWOT for the Innovation Factory Session

Strength	Strategic Depth
Integrated Portfolio	Combines Trade Secrets (NSIR scoring) with Patents (functional design).
Jurisdictional Awareness	You know patents are country-specific; you can pitch a “targeted filing” strategy for the US and EU markets.
Defensive Moat	You are using “First-to-File” logic to protect your first-mover advantage.

Patent Strategy Assessment and Advice

1. Strategic “Pre-Filing” Diligence

Your training documents emphasize that a strong patent starts before the application is even written. By doing the following, you are ahead of most startups:

Precision Specification: You are instructed to write a detailed technical definition of the invention, describing exactly how it works and what makes it unique. This reduces future legal costs by providing a “technical blueprint” for your lawyer.
The “Work-Around” Defense: A key strength in your strategy is thinking about how a competitor could “design around” your invention. By drafting claims that anticipate these tweaks, you create a much wider and more defensible “moat”.
Inventorship Integrity: Your strategy accounts for identifying every co-inventor early. Failing to do this can invalidate a patent in some countries later, so addressing this now is a critical “fail-safe”.

2. Leveraging the “Provisional Patent” Advantage

Your strategy for the 2024 consultancy and UVic research likely utilizes the Provisional Patent Application (PPA) model described in your modules:

Securing the Priority Date: Since the system is “First-to-File,” your strategy of filing quickly (even if the invention is still being refined) “reserves” your spot in line against competitors.
The 12-Month Window: Filing a PPA gives you one year to test the market, seek funding, or refine the technology before committing to the high costs of a formal “Non-Provisional” application.
Cost-Effective Scalability: This allows you to label your work as “Patent Pending”—a powerful deterrent for competitors—while delaying the bulk of legal fees until you have more commercial traction.

3. Navigating the Examination “Chess Match”

The training modules highlight that filing is only the beginning. Your strategy is strong because it prepares you for the Prosecution phase:

Professional Guidance: Your documents stress that while preparatory steps save money, hiring a lawyer who understands your specific industry (AI/Robotics) is vital for optimizing the scope of protection.
Handling Objections: You are already prepared for the fact that patent examiners may issue objections. Having a “balanced” claim scope—not too broad (risking invalidity) and not too narrow (risking being easily bypassed)—is the hallmark of a high-quality filing.

To protect the Sovereign Dyad as a proprietary “Policy Exoskeleton,” the IP strategy must integrate mathematical risk models, mechanical hardware, and cognitive architectures into a unified legal shield. This strategy ensures that “Cognitive Sovereignty” is not just a philosophical goal but a legally defensible asset.

1. Utility Patents (Functional Innovation)

Patents protect the unique “how-it-works” mechanisms that differentiate the Dyad from standard social robots.

The Sanctuary Switch (Hardware Air-Gap): A patent on the specific galvanic isolation circuit that physically interrupts power to sensors, providing a “Visible Assurance of Privacy”.
Kinship Logic Architecture: Protection for the three-phase processing logic: Somatic Intake (Phase 1), Social Mapping (Phase 2), and Cognitive Translation (Phase 3).
Risk-Based System Inhibition: The mathematical method of using the Exploitation Risk ($R_e$) formula to trigger the Hardware Kill-Switch when the Anthropomorphic Kinship Index (AKI) crosses a safety threshold.
The 5G Resiliency Bypass: The engineering of a dedicated cellular node that provides a direct-to-advocate link, cryptographically isolated from school firewalls.

2. Trademarks (Brand & Nomenclature)

Trademarks secure the specific language of the Biological HRI framework, preventing competitors from using your specialized terminology in the market.

Sovereign Dyad™: The primary brand name for the robot system.
Kinship Mandate™: The proprietary name for the cognitive architecture.
Digital Hearth™: The trademarked term for the local sensory/regulatory processing suite.
Cognitive Sovereignty™: The overarching framework for the user’s data and social autonomy.
Sanctuary Switch™: The trademarked brand for the physical privacy mechanism.

3. Copyright (Creative & Expressive Works)

Copyright protects the technical scripts and visual interfaces that constitute the robot’s “personality” and user experience.

Logic Scripts & Model Scenarios: The specific written sequences in the Kinship Mandate Logic Script used for technical meetings and demonstrations.
E-Ink Notice Visuals: The custom design of the zero-drain “Notice” display that provides “Regulatory Waypoints”.
Source Code: The firmware implementing the Energy Preservation Formula and the Sanctuary Zone ($S_z$) logic.

4. Trade Secrets (High-Value Internal Data)

Trade secrets protect the internal “weights” and calibration data that allow the robot to function accurately without public disclosure.

The Masking Debt ($\sigma$) Coefficients: The proprietary efficiency ratings used to calculate how the robot reduces metabolic costs for neurodivergent users.
Fine-Tuned Gemini Inference Weights: The specific training parameters that enable the robot to distinguish “Radical Honesty” from “Subtext Bias”.
Somatic Sensor Calibration: The specific threshold data for conformable decoders that trigger the Somatic Anchor.

IP Strategy Comparison Table

Asset Type	Item	Strategic Value
Utility Patent	$R_e$ Trigger Logic	Prevents others from automating “Defenseless” state safety.
Trademark	Sanctuary Constant ($S_z$)	Establishes a brand standard for FIPPA/MFIPPA compliance.
Copyright	“Status Sanctuary” Script	Protects the social “grace” maneuvers performed by the AI.
Design Patent	Modular Bio-Shells	Protects the “Snap-On” hardware aesthetic and modularity.

Would you like me to draft a Non-Disclosure Agreement (NDA) template specifically designed for your upcoming “demo” meetings with the Media Lab PIs?

Manufacturing the Sovereign Dyad in Canada transforms it from a technical prototype into a protected national asset that fulfills the “Kinship Mandate” by ensuring both data and hardware are governed by local oversight.

The following breakdown categorizes your manufacturing components by their IP registration potential, specifically highlighting how “Made-in-Canada” status strengthens these claims.

1. Patents (Utility and Design)

The functional “how-it-works” of the Dyad is the strongest candidate for utility patents, particularly those involving physical safety mechanisms.

The Sanctuary Switch (Hardware Kill-Switch): A utility patent for the specific mechanical-to-electrical galvanic isolation circuit that ensures a “Visible Assurance of Privacy”.
Bio-Composite Shell Assembly: A design patent for the modular, “Snap-On” bio-shell interface using Ontario-grown hemp or mycelium-based composites.
Kinship Logic Gates: A utility patent for the Phase 1-3 cognitive architecture that manages “Somatic Intake” and “Social Mapping” to provide a “Somatic Anchor”.

2. Trademarks

Trademarks protect the nomenclature that defines your “Policy Exoskeleton” and ensures that no other “Educational Aid” can co-opt your specific advocacy language.

Sovereign Dyad™: The primary brand identifier for the robot system.
Cognitive Sovereignty™: The legal and philosophical framework defining the robot’s purpose over “Standard Social Compliance”.
Digital Hearth™: The trademark for the local sensory/regulatory processing environment.
Radical Honesty™ / Status Sanctuary™: Specific modes of AI communication logic used in Phase 3 of the Kinship Mandate.

3. Copyright

Copyright protects the specific “expression” of your ideas, including the code and the technical documentation that researchers at the MIT Media Lab or CPI would review.

The Kinship Mandate Logic Script: The written text of the 3-phase logic architecture and the 2-page “Model Scenario” documents.
Edge AI Source Code: The proprietary on-device logic and firmware that processes “Somatic Intake” from conformable decoders.
E-Ink “Notice” Layouts: The visual design and user interface (UI) displayed on the zero-drain screen to provide a “Regulatory Waypoint”.

4. IP Protection Comparison: Global vs. Canadian

IP Factor	Global Manufacturing	Made-in-Canada Sovereignty
Trade Secrets	High risk of industrial espionage in foreign plants.	Protected within Canadian jurisdiction and lab settings.
Patent Enforcement	Difficult to monitor international production lines.	Easier to verify hardware kill-switch integrity at local hubs.
IPC Compliance	Risk of “Early Morning” data leakage across borders.	Verified “Sovereign Data” residency within Ontario.

Strategic Next Step

The combination of your NSERC/SSHRC documents and this IP breakdown makes the project a strong candidate for federal support.

Based on the “Kinship Mandate” Logic Script and the architectural details of the Sovereign Dyad, the following elements are identified for potential Intellectual Property (IP) registration:

1. Patents (Utility and Design)

The functional innovations and unique physical forms of the Dyad are primary candidates for patent protection:

The Sanctuary Switch: The specific engineering of a physical galvanic isolation circuit that dead-locks microphones and cameras to provide “Visible Assurance of Privacy”.
Kinship Mandate Logic Gates: The specific decision-making algorithms (Phase 1–3) that differentiate between “Standard Social Compliance” and “Cognitive Sovereignty”.
Somatic Intake and Anchor Logic: The specific method of using conformable decoders to detect physiological spikes (heart rate/skin conductance) and initiating a “Somatic Anchor” through posture adjustment.
5G Resiliency Bypass: The dedicated cellular node and cryptographic isolation protocol that bypasses school firewalls for direct parent/advocate links.
Bio-Shell Design: The modular, compostable “Bio-Shell” hardware architecture, including the snap-on mechanism for Haptic Mirroring.

2. Trademarks

Brand identity and specific nomenclature used to define the framework’s unique market position:

Sovereign Dyad™: The primary brand name for the robot system.
Kinship Mandate™: The specific name of the cognitive architecture and logic script.
Sanctuary Switch™: The trademarked name for the physical privacy hardware.
Digital Hearth™: The brand name for the sensory/regulatory environmental suite.
Taboo Frustration™: The specific name for sensitive user data handled by Edge AI.

3. Copyright

The creative and expressive works developed for the project:

Logic Script and Technical Documentation: The written text of the “Kinship Mandate” Logic Script and the 2-page “Model Scenario” documents.
Sovereign Dyad Source Code: The underlying software implementing the Phase 1–3 inferences and the “Status Sanctuary” response generation.
E-Ink Notice Visuals: The custom visual layouts and regulatory waypoints displayed on the zero-drain E-Ink “Notice” screen.
NSIR Scale (Sadownik, 2025): The unique items and scoring methodology of the Neurodivergent Scale for Interacting with Robots.

4. Trade Secrets

Information that derives value from being kept confidential, particularly regarding the training and refinement of the model:

Gemini Inference Weights: The specific fine-tuning parameters that allow the model to detect the “Forest” of radical honesty vs. “Trees” of subtext.
Signal Kinetics Social Geometry Arrays: The proprietary methods for analyzing high-density “Social Geometry” to trigger protective buffer maneuvers.

Integrated IP Strategy for the Sovereign Dyad & NSIR Framework

1. Executive Summary: Core Business Objective

2. Asset Inventory & Protection Mapping

We have categorized our technical and research assets to maximize market exclusion and brand equity:

Asset Name	IP Type	Business Function	Strategy Applied
NSIR Algorithms	Trade Secret	Proprietary scoring weights for HRI safety.	Confidentiality: Prevents reverse-engineering of the internal “mixed recipe”.
Sovereign Dyad	Trademark	Brand identity for the co-regulation framework.	Standard Setting: Creates an “Intel Inside” effect for neuro-inclusive AI.
4-Hall Math	Industrial Design	Architectural layout of “Living Textbooks”.	The LEGO Pivot: Protecting unique visual elements to maintain brand strength beyond patent expiry.
Brunswik Lens	Copyright	Perceptual mapping for sustainable food.	Marilyn Marks Strategy: Using “Freemium” summaries to drive paid audit demand.

3. Mathematical & Technical Moats (The Risk Model)

Our IP strategy is reinforced by the Sovereign Dyad Risk Model, which provides a quantifiable basis for our utility claims:

Anthropomorphic Kinship Index (AKI): A proprietary metric used to justify the “Prosthetic” legal status of the device under Ontario law.
Exploitation Risk ($R_e$): Mathematical logic that triggers the Hardware Kill-Switch (Sanctuary Switch) when user vulnerability thresholds are crossed.
Sanctuary Constant ($S_z$): A “Zero Cloud Leakage” logic gate that ensures mandatory FIPPA/MFIPPA compliance for Ontario school boards.

4. Execution Framework (Commercial Roadmap)

B2B Licensing (The Humble Ice Cream Model): Robotics manufacturers will pay for the right to display the “NSIR Validated” trademark, providing immediate “Trust Equity” and recurring revenue.
Defensive Positioning (The Ericsson Model): We leverage our UVic Academic Portal to document the framework publicly, establishing Prior Art to deter competitors from patenting our core methodologies.
Safety-as-a-Service (SaaS): An API-based commercial lever for Google Canada’s AI partners, providing the NIS Heuristic to prevent educational LLMs from penalizing non-normative student signals.