# Official Document Rules (Entities · Issuers · Review)

Rules for creating documents under the DIVEROID name. Most are enforced automatically by the [Document Studio](../../templates-studio/index.html) (Korean UI), but the underlying principles are documented here.

## Quick Usage

1. In the [Document Studio](../../templates-studio/index.html) (Korean UI), pick a template and a new document copy is created in this browser. You can reopen or duplicate it from recent documents.
2. **Internal documents** (meeting notes, PRDs, weekly updates, etc.) — start writing immediately.
3. **External documents** (proposals, company intros, invoices, etc.) — first select the **issuing entity**:
    - Korea operations, domestic billing, Korean partners → **Oceanwick Inc. (오션윅 주식회사)**
    - UK headquarters, global, overseas contracts → **DIVEROID LTD**
    - `DIVEROID` (the brand name) alone is not a valid issuer. `DIVEROID Inc.` and `주식회사 다이브로이드` do not exist.
4. **Finance/legal documents** (invoices, proposals) — verify currency and tax status, and record the source link or record ID and the reviewer's name.
5. Advance status: **sample → draft → in review → ready for export**. Samples display "SAMPLE · NOT FOR EXTERNAL USE" even in PDF.
6. High-risk documents block PDF export until required information and review are complete. Medium-risk documents allow only watermarked draft export before review.
7. Korean and English are managed as separate copies — including issuer, status, sources, and review records.
8. Content is stored only in the current browser. Before switching browsers or clearing data, use **Export local backup** at the top.
9. Changing body text, line items, issuing entity, or sources while in review or ready status resets that language copy to draft and invalidates review approvals.

> Do not fabricate numbers. If founding year, investment stage, team size, user/download/sales counts, ratings, pricing, or warranty terms are not approved, leave them as `[verification needed]`, `[finance review needed]`, or `[legal review needed]`.

---

## Detailed Policy

### 1) DIVEROID Is the Brand; the Issuer Is a Legal Entity

DIVEROID is the brand layer of documents. The actual issuer depends on the purpose, contract party, recipient, and legal responsibility.

| Situation | Issuing Entity |
| --- | --- |
| Korea operations, domestic partners/customers/agencies, domestic billing | **Oceanwick Inc.** (오션윅 주식회사) |
| UK headquarters, global legal entity, investor/HQ reports | **DIVEROID LTD** |
| Internal drafts, memos, working documents | **DIVEROID Internal** + responsible team |

- External documents must select exactly one issuing entity.
- Do not place two entities side by side like logos. If both must be mentioned, explain the relationship in the body or footer. Example: `DIVEROID brand, issued by Oceanwick Inc.`
- Addresses, registration numbers, tax, and contract parties use only values **confirmed by a Legal/Finance Reviewer**. If reference data is pending, record the source link/ID and complete document-level verification.

### 2) Issuer Selection Gate

| Check | Oceanwick Inc. | DIVEROID LTD |
| --- | --- | --- |
| Legal party for contracts/quotes | Korean operating entity | UK entity |
| Payment/settlement | Korean accounts, domestic settlement | UK accounts, overseas settlement |
| Tax/registration | Korean business registration, tax | UK company reg, registered office, VAT |
| Default language/currency | Korean · KRW | English · GBP (USD/EUR by contract) |
| Number series | `OWK-…` | `DVL-…` |

The two entities never share a number series. The Studio applies the prefix based on the selected issuer.

### 3) Sensitive Information Protection (Allowlist)

- The operational source for entity info is Notion's `Company Overview`, but **do not import the entire page as document data.** Use only publicly disclosable fields.
- The following must never appear in code, templates, logs, screens, or PDFs: login emails, passwords, 2FA codes, Companies House personal/authentication codes, Government Gateway user ID, bank contact personal details, **full account numbers**.
- Payment/account details may be included **only after Finance Reviewer approval**. Until then, use `[finance review needed]`.

### 4) Do Not Fabricate Facts

- Do not invent founding year, investment stage, team size, user/download/sales counts, country counts, ratings, product performance, pricing, warranty, or late fees.
- Values without a source or approval status remain `[verification needed]` / `[finance review needed]` / `[legal review needed]`.
- Do not create realistic-looking fake business registration numbers, account numbers, or invoice numbers.
- Approved facts enter templates only when referenced by Fact ID via the marker syntax in [`facts.js`](../../templates-studio/facts.js). The single source of truth for entity data is [`entities.js`](../../templates-studio/entities.js).
- External documents must include a source link or record ID for each required source. A checkbox alone does not pass the export gate.

### 5) Document Format

- Default: **A4 portrait**. US Letter only when the recipient requires it, with a noted reason.
- Before PDF export, verify: A4 page flow, table clipping, footer, Korean word-wrap, currency and tax formatting.

### 6) Risk Levels and Reviewers by Document Type

| Type | Audience | Risk | Issuing Entity | Reviewer |
| --- | --- | --- | --- | --- |
| Meeting notes, PRD, brief, OKR, 1:1, decision record, weekly, interview, bug | Internal | Low | DIVEROID Internal | — |
| Onboarding checklist | Internal (confidential) | Low | DIVEROID Internal | People Ops |
| Release notes | Customer | Medium | Oceanwick / DIVEROID LTD | Product Owner |
| Job posting | Public | Medium | Oceanwick / DIVEROID LTD | Brand Owner · People Ops · Legal |
| Company one-pager | Partners / investors | High | Oceanwick / DIVEROID LTD | Brand Owner · Finance (numbers) |
| Business proposal | Partners | High | Oceanwick / DIVEROID LTD | Commercial · Brand · Legal |
| Invoice | Customer | High | Oceanwick / DIVEROID LTD | Finance Reviewer |

Review responsibility is defined by role (**Brand Owner / Finance Reviewer / Legal Reviewer / Product Owner / Commercial Owner / People Ops**). Actual approval records include the reviewer's name and approval timestamp.

> Company one-pagers should be created in the [Document Studio](../../templates-studio/index.html) (Korean UI). The file `brand-kit/templates/one-pager.html` is a legacy reference sample and must not be used for external distribution.

### 7) Invoice (Highest Financial Risk)

- Selecting an issuer updates header, footer, address, registration, tax, currency, and number prefix to match.
- Quantity × unit price → amount, subtotal, tax, total, paid, and balance are auto-calculated.
- Numbers follow entity-specific formats (`OWK-…`, `DVL-…`). The Studio checks for duplicates within the current browser, and validates issue date, due date, quantity, unit price, tax rate, and paid amount before export. Final number uniqueness is confirmed in the accounting system.
- If VAT or UK account info is not registered for `DIVEROID LTD`, the system uses `[finance review needed]` instead of inventing values.
- Account/payment details do not appear until Finance Reviewer approval.
- Do not add arbitrary late fees or legal conditions.

### 8) Logo and Quiet Layout

- Content must be read before the brand. The logo is a small trust signal only (header wordmark 25–32 mm, cover signature 35–42 mm).
- Official, legal, and financial documents prefer the black or monotone wordmark. → [Logo Rules](logo.html)
- No decorative ocean graphics or large gradients on body pages.
- Internal documents do not automatically include marketing slogans.

### 9) Four Document Visual Families

| Family | Documents | Design Principle |
| --- | --- | --- |
| Internal Working | Meeting, planning, product, ops memos | Quick scanning, small headings, clear tables and statuses |
| External Executive | Company intro, business proposal | Restrained brand signals, strong information hierarchy, evidence-based |
| Legal & Finance | Invoice, contract, settlement | Monotone first, number alignment, minimal decoration |
| People & Communications | Job posting, release announcement | Readable narrative structure, clear accountability info |

These families are not separate brands — they share the same tokens, typography, and A4 rules as document variants.

### Pre-Publish Checklist

- Issuing entity is selected (external documents).
- Entity name, address, registration, and tax are confirmed values only.
- No sensitive information (login, auth, personal ID, account details).
- No remaining `[verification needed]` / `[finance/legal review needed]` (external/high-risk documents).
- Logo is not larger than heading or content.
- A4 PDF verified: page breaks, footer, table clipping, Korean wrapping, currency/tax.
- Source links/IDs and reviewer name/timestamp are recorded.
- Local backup exported if continuing on another device.

Related: [Publishing Rules (3-Question Gate)](publishing.html) · [Office Tools](office-tools.html) · [Document Studio](../../templates-studio/index.html) (Korean UI)