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Research into two-party agentic delivery

Intellectual Property and Reuse Papers

Customer context, prompts, learning, outputs, permitted reuse, and successor rights.

Phil Hatch / AkholiExplore the full study →
Title page: Learning and Reuse Rights in Provider Agents — A Management Method for Knowledge Created During Delivery. Phil Hatch, Akholi, October 23, 2026.

AAO-117 / Commercial and Vendor Management

Learning and Reuse Rights in Provider Agents

Commercial managers should define what provider agents may learn, retain, and reuse from the engagement. Delivery, dedicated improvement, shared-product development, and broader training are different purposes with different rights, confidentiality, privacy, and transition implications.

Buy-side Delivery and Vendor Managers
Cross-industry · 4 pages
Title page: Investment Research Agents and Protection of Investment Context — An Asset and Wealth Executive Decision on Confidential Knowledge. Phil Hatch, Akholi, October 23, 2026.

AAO-110 / Commercial and Vendor Management

Investment Research Agents and Protection of Investment Context

Investment executives should govern the confidential context that provider agents receive, infer, and retain. Portfolio intentions, client circumstances, research priorities, and investment rationale can require protection even when individual source documents are publicly available.

Buy-side Boards and Executives
Asset and Wealth Management · Financial Services · 4 pages
Title page: Build Public-Sector Agent Services a Successor Can Operate — A Provider Method for Durable Public Service Delivery. Phil Hatch, Akholi, October 23, 2026.

AAO-095 / Resilience and Exit

Build Public-Sector Agent Services a Successor Can Operate

Public-sector AI providers should design transition assets and evidence from the start. A service is more credible when an authorized successor can understand its configuration, pending work, rights, and operating limitations without depending on undocumented incumbent knowledge.

Service Providers
Government and Public Services · Other Regulated Industries · 4 pages
Title page: Government AI Outsourcing Needs Explicit Data and Intellectual Property Rights — A Public-Sector Executive Decision on Future Use. Phil Hatch, Akholi, October 23, 2026.

AAO-080 / Commercial and Vendor Management

Government AI Outsourcing Needs Explicit Data and Intellectual Property Rights

Public-sector executives should settle rights to use, inspect, correct, retain, and transfer the artifacts required to operate an outsourced agentic service. Ownership language alone does not establish whether the authority or a successor supplier can continue the public function.

Buy-side Boards and Executives
Government and Public Services · Other Regulated Industries · 5 pages
Title page: Ownership and Reuse of Agent Memory and Workflow IP — An Executive Decision on the Knowledge Created in Delivery. Phil Hatch, Akholi, October 23, 2026.

AAO-046 / Commercial and Vendor Management

Ownership and Reuse of Agent Memory and Workflow IP

Executives should allocate rights in the operational knowledge created by provider agents before it becomes embedded in the service. Input data, case memory, configurations, improvements, and reusable provider methods require distinct decisions about use, access, transfer, and protection.

Buy-side Boards and Executives
Cross-industry · 5 pages
Title page: Making Agentic Services Transferable at Exit — An Executive Decision on Usable Continuity. Phil Hatch, Akholi, October 23, 2026.

AAO-048 / Resilience and Exit

Making Agentic Services Transferable at Exit

Executives should require proof that the service can be transferred to a successor or retained team. Data-return rights alone do not establish access to the context, permissions, configurations, and operating knowledge needed to continue accepted work.

Buy-side Boards and Executives
Cross-industry · 4 pages

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