Recipe: Audit Report (AI-Assisted Research)
Make AI-assisted patent research verifiable: every finding traceable to a command, every command re-runnable.
Step 1: Record the Environment
flowleap --version
flowleap --json health api # backend apiVersion (the server build)
flowleap --json doctor # backend, auth mode, provider-key status
Record: CLI version, backend apiVersion, backend base URL, date/time of the
session, and the auth mode (OAuth session vs. API token) — never token
values or key material.
Both versions matter for re-runnability. The CLI sends its own build as the
Client version header (X-FlowLeap-Client: cli/<version>), so a later
reader can tell which client produced the log; apiVersion pins the server side
of the same pair.
Step 2: Provenance Discipline During Research
For every substantive finding, log the exact command and keep the --json
output. The Tools facade makes provenance explicit — one surface, one envelope,
one named tool per capability, so "which system answered this" is never a guess:
flowleap --json tools list # capabilities available that day
flowleap --json tools run server_info # backend identity/version
Note per result: the source system (EPO OPS, USPTO ODP, OpenAlex, Semantic
Scholar, legal RAG), the query string, limits and date filters, and the
cached flag from the response envelope (cached data may lag live records).
Step 3: Verify Asset Status Claims
Any statement like "patent X is in force" must be backed by a dated check:
flowleap --json summary <patent-number> # legal status + family + term
flowleap --json timeline <patent-number> # event history behind the status
Step 4: Reproducibility Pass
Re-run the load-bearing commands at report time and diff against the original outputs. Patent registers move — note any finding that changed between research and reporting, with both dates.
Step 5: AI-Usage Disclosure Section
State plainly:
- Which steps were AI-assisted (search strategy, summarization, charting) and which tool/model performed them
- Which outputs a human verified, and how (e.g. claims read in full, legal-status events checked against the register)
- Known limitations: search recall is not exhaustive; OCR and summarization can introduce errors; results reflect database coverage on the query date
For filings, check the current duty-of-disclosure guidance:
flowleap --json legal search "duty of candor AI assisted tools" --jurisdiction uspto
Visual deliverable
If the research being audited produced a recipe-custom-dashboard bundle,
cite it rather than re-deriving its numbers: the bundle's own provenance
footer and reproduce block already meet this recipe's Verified-Data Contract
bar (sources, parameters, Data Edition where applicable, timestamps),
so Steps 1–4 can point at that bundle instead of re-collecting the same
evidence by hand.
Output
- Environment record (versions, backend, date, auth mode)
- Methodology section (sources, queries, filters — per finding)
- Status-verification table with check dates
- Command appendix: every command, in order, with output digests
- AI-usage disclosure with human-verification points and limitations