feat: complete IPP context library — scaffold + L1 platform system docs

.github/CODEOWNERS

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+* @getethos/ipp

IPP-Context-Library-Contributor-Guide.md

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+# IPP Context Library — Contributor Setup Guide
+
+> For non-technical contributors who want to create and upload context docs.
+> Estimated setup time: 30–45 minutes (one-time). After that, creating a new doc takes ~10 minutes.
+
+---
+
+## What You're Setting Up
+
+| Tool | What it does |
+|---|---|
+| **Claude Code** | AI assistant that runs in your terminal — you give it instructions in plain English |
+| **GitHub CLI (gh)** | Lets Claude connect to GitHub and upload your files without you touching code |
+| **The IPP Context Library repo** | Where all context docs live — `github.com/getethos/ipp-context-library` |
+
+---
+
+## Prerequisites (Before You Start)
+
+- [ ] You have a **Mac** (this guide is Mac-only)
+- [ ] You have a **GitHub account** and have been added to the `getethos` GitHub org
+- [ ] You have access to **`getethos/ipp-context-library`** repo (ask Pankaj to add you)
+- [ ] You have an **Anthropic account** (claude.ai) — ask Pankaj for the team subscription details or API key
+
+---
+
+## Part 1 — Install Homebrew (Mac Package Manager)
+
+Homebrew is how we install everything else. Skip this if you already have it.
+
+**Step 1.1** — Open **Terminal** on your Mac
+- Press `Cmd + Space`, type `Terminal`, hit Enter
+
+**Step 1.2** — Paste this command and press Enter:
+```
+/bin/bash -c "$(curl -fsSL https://raw.githubusercontent.com/Homebrew/install/HEAD/install.sh)"
+```
+
+- It will ask for your Mac password — type it (you won't see the characters, that's normal) and press Enter
+- This takes 3–5 minutes. Wait for it to finish.
+
+**Step 1.3** — When it finishes, run these two lines exactly as shown:
+```
+echo 'eval "$(/opt/homebrew/bin/brew shellenv)"' >> ~/.zshrc
+eval "$(/opt/homebrew/bin/brew shellenv)"
+```
+
+**Step 1.4** — Verify it worked by typing:
+```
+brew --version
+```
+You should see something like `Homebrew 4.x.x`. If so, you're good.
+
+---
+
+## Part 2 — Install Node.js
+
+Claude Code needs Node.js to run.
+
+**Step 2.1** — In Terminal, run:
+```
+brew install node
+```
+
+**Step 2.2** — Verify:
+```
+node --version
+```
+You should see `v20.x.x` or similar.
+
+---
+
+## Part 3 — Install Claude Code
+
+**Step 3.1** — Run:
+```
+npm install -g @anthropic-ai/claude-code
+```
+
+**Step 3.2** — Verify:
+```
+claude --version
+```
+You should see a version number.
+
+**Step 3.3** — Start Claude Code for the first time:
+```
+claude
+```
+
+It will ask you to log in. Follow the prompts — it will open a browser to authenticate with your Anthropic/Claude account.
+
+Once logged in, type `/exit` and press Enter to close Claude for now.
+
+---
+
+## Part 4 — Install GitHub CLI and Connect to GitHub
+
+**Step 4.1** — Install the GitHub CLI:
+```
+brew install gh
+```
+
+**Step 4.2** — Create a GitHub Personal Access Token (PAT)
+
+This is like a password that lets the tool talk to GitHub on your behalf.
+
+1. Go to **github.com → Your profile (top right) → Settings**
+2. Scroll down to **Developer settings** (bottom of left sidebar)
+3. Click **Personal access tokens → Tokens (classic)**
+4. Click **Generate new token → Generate new token (classic)**
+5. Give it a name like `ipp-context-library`
+6. Set **Expiration** to 90 days
+7. Check these boxes:
+   - ✅ `repo` (all sub-options)
+   - ✅ `read:org`
+8. Click **Generate token** at the bottom
+9. **Copy the token immediately** — you won't be able to see it again
+
+**Step 4.3** — Authenticate the GitHub CLI with your token:
+```
+gh auth login
+```
+
+Follow the prompts:
+- Select **GitHub.com**
+- Select **HTTPS**
+- When asked "Authenticate Git with your GitHub credentials?" → **Yes**
+- Select **Paste an authentication token**
+- Paste your token and press Enter
+
+**Step 4.4** — Verify it worked:
+```
+gh auth status
+```
+You should see your GitHub username confirmed.
+
+---
+
+## Part 5 — Get the IPP Context Library on Your Mac
+
+**Step 5.1** — Clone (download) the repo to your Desktop:
+```
+gh repo clone getethos/ipp-context-library ~/Desktop/ipp-context-library
+```
+
+**Step 5.2** — Switch to the branch that has all layers and docs:
+```
+cd ~/Desktop/ipp-context-library
+git fetch --all
+git checkout init/scaffold
+```
+
+**Step 5.3** — Verify all layers are there:
+```
+ls ~/Desktop/ipp-context-library/
+```
+You should see: `layer-01  layer-02  layer-03  layer-04  layer-05  README.md`
+
+**Step 5.4** — Verify the platform system docs are there:
+```
+ls ~/Desktop/ipp-context-library/layer-01/platform-systems/
+```
+You should see the existing `.md` files like `agent-assist-funnel_v2_0.md`, `prs_v2_0.md`, etc.
+
+---
+
+## Part 6 — Open Claude Code in the Library
+
+Every time you want to work on the context library, do this:
+
+**Step 6.1** — Open Terminal
+
+**Step 6.2** — Navigate to the library folder:
+```
+cd ~/Desktop/ipp-context-library
+```
+
+**Step 6.3** — Start Claude Code:
+```
+claude
+```
+
+You're now in Claude Code, inside the IPP Context Library repo. Claude can read all the files in the folder and talk to GitHub directly.
+
+---
+
+## Part 7 — How to Read Existing Context Files
+
+Once you're in Claude Code, just ask in plain English:
+
+**To see what docs already exist:**
+> "Show me what platform system docs exist in layer-01 and their current status"
+
+**To read a specific doc:**
+> "Read the agent-assist-funnel doc and give me a summary"
+
+**To see what's still outstanding:**
+> "What are the outstanding items in the platform systems README?"
+
+Claude will read the files and respond in plain English.
+
+---
+
+## Part 8 — How to Create a New Context Doc
+
+### Step 8.1 — Find your source material
+
+Context docs are built from internal documentation. Your source can be:
+
+- A **Notion page** (with sub-pages)
+- A **PDF, Word doc, or text file** saved on your computer
+- A **combination** — e.g., a Notion page plus a downloaded spec PDF
+
+### Step 8.2 — Tell Claude what to do
+
+#### Option A — Source is a Notion link
+
+In Claude Code, give this instruction (adapt it to your doc):
+
+> "I want to create a new context doc for [system name]. Here is the Notion link: [paste your link]. Read all the sub-pages of that link to get the complete context. Create a new file in `layer-01/platform-systems/` following the same format as the existing docs. Extract only the platform-level behaviors relevant to an AI agent — skip narrow engineering implementation details."
+
+Claude will:
+1. Fetch the Notion page and all sub-pages
+2. Extract the relevant content
+3. Write a new `.md` file in the right format
+4. Show you the file so you can review it
+
+#### Option B — Source is a file on your computer (PDF, Word, text, etc.)
+
+**Step 1 — Copy your file into the library folder**
+
+Open Finder and drag your source file into:
+```
+~/Desktop/ipp-context-library/
+```
+
+For example, if your file is called `underwriting-spec.pdf`, it should now be at:
+```
+~/Desktop/ipp-context-library/underwriting-spec.pdf
+```
+
+You can drop multiple files if you have more than one source.
+
+**Step 2 — Tell Claude to read it**
+
+In Claude Code, give this instruction:
+
+> "I want to create a new context doc for [system name]. I've added my source files to this folder. Read `underwriting-spec.pdf` (and any other files I've added) to get the full context. Create a new file in `layer-01/platform-systems/` following the same format as the existing docs. Extract only the platform-level behaviors relevant to an AI agent — skip narrow engineering implementation details."
+
+Claude will read the file(s) directly from the folder and use them as source material.
+
+**Step 3 — Clean up after (optional)**
+
+Once the context doc is created and pushed to GitHub, you can delete the source file from the library folder — it was only needed for Claude to read. The source files do not get uploaded to GitHub.
+
+#### Option C — Source is both a Notion link and local files
+
+Just combine both in your instruction:
+
+> "I want to create a new context doc for [system name]. Here is the Notion link: [paste link]. I've also added `product-spec.pdf` to this folder. Read both sources and combine them. Create the context doc following the same format as the existing docs."
+
+### Step 8.3 — Review the draft
+
+Read through what Claude created. If something is wrong or missing, just tell it:
+> "Add more detail to the payment section" or "Remove the section on deployment — that's too narrow in scope"
+
+### Step 8.4 — Upload to GitHub
+
+Once you're happy with the doc, tell Claude:
+> "Commit this file and the README update to a new branch and create a pull request on GitHub"
+
+Claude will:
+1. Create a new branch
+2. Commit the file
+3. Push to GitHub
+4. Open a Pull Request for review
+
+You'll get back a GitHub PR link (e.g., `https://github.com/getethos/ipp-context-library/pull/5`). Share that link with Pankaj for review and merge.
+
+---
+
+## Part 9 — What Happens After You Create a PR
+
+- The PR goes to Pankaj (or whoever has merge access) for approval
+- Once approved, it gets merged into `main` — the doc is now live in the library
+- The README status for that system changes from "Outstanding" to "Draft"
+
+---
+
+## Quick Reference — Commands You'll Use Every Time
+
+```bash
+# Navigate to the repo
+cd ~/Desktop/ipp-context-library
+
+# Start Claude Code
+claude
+
+# That's it — everything else is done inside Claude using plain English
+```
+
+---
+
+## Troubleshooting
+
+**"command not found: brew"**
+→ Close Terminal, open it again, and run:
+`eval "$(/opt/homebrew/bin/brew shellenv)"`
+
+**"command not found: claude"**
+→ Run `npm install -g @anthropic-ai/claude-code` again
+
+**"command not found: gh"**
+→ Run `brew install gh` again, then close and reopen Terminal
+
+**GitHub says "authentication failed"**
+→ Your token may have expired. Go back to Part 4 Step 4.2 and generate a new one.
+→ Then re-run `gh auth login` with the new token.
+
+**"No such file or directory: ipp-context-library"**
+→ The repo isn't cloned yet. Run Part 5 again.
+
+**Claude says it can't access a Notion page**
+→ Make sure the Notion page is shared with your Notion account and is in the `getethos` workspace. If it's restricted, ask the page owner to share it with you.
+
+---
+
+## Context Library Structure (for reference)
+
+```
+ipp-context-library/
+├── layer-01/               ← Platform knowledge (loaded on every product task)
+│   └── platform-systems/
+│       ├── README.md       ← Status tracker for all platform docs
+│       ├── agent-assist-funnel_v2_0.md
+│       ├── microsite-funnel_v2_0.md
+│       ├── dtc-funnel_v2_0.md
+│       └── [more docs...]
+├── layer-02/               ← Product knowledge
+├── layer-03/               ← Project/initiative knowledge
+├── layer-04/               ← Session context
+└── layer-05/               ← Output templates
+```
+
+**Outstanding** = doc not yet created
+**Draft** = doc created, not yet reviewed/validated
+**In Review** = under review
+**Certified** = reviewed and confirmed accurate
+
+---
+
+*Guide maintained by Pankaj Soni — IPP Product. Last updated May 2026.*

layer-01/README.md

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+# Layer 01 — Platform Knowledge
+
+Loaded by every agent, on every product.
+
+| Folder | What belongs here |
+|--------|-------------------|
+| platform-systems/ | One file per platform system. Use platform-system-template_v2_0.md as scaffold. |
+| acord-patterns/ | Standard ACORD transaction patterns — TX103, TX1203, TX1228, TX111. |
+| standard-decisions/ | Platform-level decisions true on every product. |
+| reusable-features/ | Feature specs shared across products — IDV, Flexible Billing, eSignature, Product Bundling. |

layer-01/acord-patterns/README.md

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+# ACORD Patterns
+
+| Transaction | Description | File | Status |
+|-------------|-------------|------|--------|
+| TX103 | New business submission — outbound to carrier | tx103_v2_0.md | Outstanding |
+| TX1203 | Policy status / UW decision — inbound from carrier | tx1203_v2_0.md | Outstanding |
+| TX1228 | Premium / billing — inbound from carrier | tx1228_v2_0.md | Outstanding |
+| TX111 | Cancellation / lapse — bidirectional | tx111_v2_0.md | Outstanding |