# CAMS Protocol Note — Case/Control Panel 1990–2026

```
Protocol: CAMS Universal Instruction Set v1.4 (blind raw scoring, single scorer)
Scorer: Kimi (Moonshot AI), agent session
Run date: 2026-11-10
Entities: Boeing; Lockheed Martin; Theranos; Illumina; WorldCom; Verizon
Year(s): Boeing 1990–2026; Lockheed Martin 1995–2026; Theranos 2003–2018;
         Illumina 1998–2026; WorldCom 1995–2002; Verizon 2000–2026
         (series start at entity formation; 2026 is a partial year, condition at ~Nov 2026)
Evidence basis: no supplied packet. Scorer's documented knowledge of these entities
  plus targeted web searches this run covering: Boeing 737 MAX production-cap
  trajectory (FAA 38→42 Oct 2025, rate-47 capstone May 2026), 777X slip to 2027
  with $4.9bn charge (Oct 2025), 1997 McDonnell Douglas merger culture clash;
  Lockheed Martin F-35 TR-3 delivery pause (Jul 2023–Jul 2024), truncated
  software, record 191 deliveries 2025, backlog cleared May 2025, parts shortages;
  Theranos timeline (WSJ Oct 2015, CMS sanctions 2016, SEC Mar 2018, indictment
  Jun 2018, dissolution Sep 2018); WorldCom fraud timeline (capitalisation from
  Q1 2001, disclosure 25 Jun 2002, Chapter 11 21 Jul 2002, ~$11bn restatement);
  Illumina GRAIL saga (closed Aug 2021 over regulator objections, EC fine Jul
  2023, spin-off Jun 2024, ECJ rescinded fine Sep 2024), China Unreliable
  Entities listing 2025 and partial lifting early 2026, 2025–26 clinical-led
  recovery; Verizon (2016 seven-week strike, Schulman CEO Oct 2025, ~13k layoffs
  Nov 2025, Frontier close 20 Jan 2026, $5bn cost programme 2026).
Blind rules applied: yes — each node scored as if the other seven did not exist;
  prestige and labels ignored; no cross-node reconciliation; no V, bonds, Theta
  or type computed.
Fact-anchor rule: per scorer's standing instruction this run ("no need to
  document reasons or justify scores; score on good faith"), per-cell anchor
  documentation was not compiled. All scores are integers 1–10 or NA; every
  move >=2 points and every score <5 or >8 was nonetheless checked against a
  known dated fact about that function before entry.
Hostile-witness anchors: financial tokens (valuations, revenues, buybacks,
  impairments) were not used as sole anchors anywhere in the panel; where they
  appear in the evidence basis above they are corroborated by physical or
  organisational facts (groundings, delivery pauses, strikes, voided test
  results, bankruptcies, regulatory actions).
NA justifications: Theranos 2003–2006 Shield, Lore, Flow (24 cells) and
  Illumina 1998–2001 Lore, Hands, Archive (48 cells) — early-years evidence
  lacks both a performance fact and a strain fact for those functions at the
  required specificity. All other cells scored.
Score_Status logic: New_Evidence = series first year or a metric changed on
  evidence examined this run; Reaffirmed = year-specific evidence examined this
  run, score held (includes era-boundary years where that metric held);
  Carried_Forward = no year-specific evidence examined this run, score held;
  NA cells carry status NA. Relational analysis must not treat Carried_Forward
  cells as independent observations.
Case/control pairing (as specified): Boeing (case) vs Lockheed Martin (control);
  Theranos (case) vs Illumina (control); WorldCom (case) vs Verizon (control).
Revision: v1 (initial run).
```

Files: `cams_scores_1990-2026.csv` (1,192 rows), `cams_score_status_1990-2026.csv`
(1,192 rows), generated by `build_cams_panel.py` (era tables embedded; re-run to
reproduce).
