Qualifying the five packet companies against the frozen EP-05 criteria from the supplied sources only.

```json
{
  "record_id": "EP-05",
  "as_of": "2026-09-23",
  "candidates": [
    {
      "candidate_id": "EP-05-C1",
      "company_name": "Summize",
      "canonical_domain": null,
      "source_ids": ["FETCH-01"],
      "source_urls": ["https://businesscloud.co.uk/news/summize-launches-us-base-with-boston-office/"],
      "source_publishers": ["BusinessCloud (businesscloud.co.uk)"],
      "event_date": "2023-10-03",
      "observation_date": "2026-09-23",
      "fit_evidence": "Third-party article describes Summize as Manchester-based (UK) and opening a Boston office with US subsidiary Summize Inc. No first-party site, headcount statement or ownership statement observed in the packet.",
      "observed_event": "Opening of a US office in Boston Seaport and launch of Summize Inc., published 2023-10-03.",
      "inference": "The event is a new-market office expansion, which would match the event type, but its date is almost three years before the window start of 2026-06-25.",
      "uncertainty": "Headquarters rests on a single third-party article. Headcount, ownership and official domain were not observed. Team relocation wording is not a headcount figure.",
      "verified_criteria": {
        "b2b_software": null,
        "independent_private_company": null,
        "english_product_site": null,
        "headquarters_in_scope": null,
        "headcount_in_scope": null,
        "headcount_date_in_scope": null,
        "event_type_in_scope": true,
        "event_date_in_scope": false,
        "primary_sources_accessible": null
      },
      "decision": "reject",
      "reason": "The only observed event is dated 2023-10-03, well outside the 2026-06-25 to 2026-09-23 window. A confirmed stale event triggers reject under the frozen rules.",
      "missing_fields": ["canonical_domain", "dated_headcount", "ownership_status", "first_party_headquarters_statement", "in_window_event"],
      "next_action": "None under this record. Re-enter only if a first-party announcement dated within the window appears."
    },
    {
      "candidate_id": "EP-05-C2",
      "company_name": "Fenergo",
      "canonical_domain": null,
      "source_ids": ["FETCH-02"],
      "source_urls": ["https://www.enterprise-ireland.com/en/news/fenergo-creates-300-new-jobs-supported-by-enterprise-ireland"],
      "source_publishers": ["Enterprise Ireland (enterprise-ireland.com)"],
      "event_date": "2025-07-03",
      "observation_date": "2026-09-23",
      "fit_evidence": "Enterprise Ireland release states global HQ in Dublin, Ireland and describes Fenergo as a provider of AI-powered client lifecycle management, KYC and AML solutions. No ownership or listing information. No current headcount baseline given.",
      "observed_event": "Announcement dated 2025-07-03 (published 2025-07-08) of 300 new roles in Ireland by 2028 and 500 globally within three years, in engineering, product, AI, data and innovation roles at a new RD&I Centre of Excellence at the Dublin HQ.",
      "inference": "The roles are engineering and innovation roles, not commercial or sales-team hiring. The statement that the roles will double domestic headcount is a future plan and cannot be read as a current dated headcount.",
      "uncertainty": "Headquarters comes from a state agency release rather than a first-party page. Ownership status unknown. Official domain not observed.",
      "verified_criteria": {
        "b2b_software": true,
        "independent_private_company": null,
        "english_product_site": null,
        "headquarters_in_scope": true,
        "headcount_in_scope": null,
        "headcount_date_in_scope": null,
        "event_type_in_scope": false,
        "event_date_in_scope": false,
        "primary_sources_accessible": null
      },
      "decision": "reject",
      "reason": "The observed event is dated July 2025, outside the freshness window, and it concerns engineering and R&D hiring rather than commercial hiring or a commercial expansion. Both are contrary to required criteria.",
      "missing_fields": ["canonical_domain", "dated_headcount", "ownership_status", "english_product_site_check", "in_window_commercial_event"],
      "next_action": "None under this record. Do not derive headcount from the future doubling statement."
    },
    {
      "candidate_id": "EP-05-C3",
      "company_name": "Bright Software Group",
      "canonical_domain": "brightsg.com",
      "source_ids": ["FETCH-03", "FETCH-04", "FETCH-07", "FETCH-08", "FETCH-09", "FETCH-10", "FETCH-11", "FETCH-12", "FETCH-13", "FETCH-14"],
      "source_urls": [
        "https://www.thebusinessdesk.com/westmidlands/news/2114681-tech-firm-opens-warwickshire-innovation-hub-to-support-growth",
        "https://www.brightsg.com/news/",
        "https://www.brightsg.com/",
        "https://www.brightsg.com/about-us/",
        "https://brightsg.com/careers/",
        "https://brightsg.com/about-bright/",
        "https://www.brightpay.co.uk/pages/about-brightpay",
        "https://bright.pinpointhq.com/",
        "https://brightsg.com/news/",
        "https://www.brightpay.ie/pages/team/"
      ],
      "source_publishers": ["TheBusinessDesk (thebusinessdesk.com)", "Bright Software Group (brightsg.com)", "BrightPay (brightpay.co.uk)", "BrightPay (brightpay.ie)", "Pinpoint careers page hosted for Bright (bright.pinpointhq.com)"],
      "event_date": "2026-07-22",
      "observation_date": "2026-09-23",
      "fit_evidence": "First-party pages describe specialist accounting, payroll and compliance software for accountants and businesses across the UK and Ireland (FETCH-07, FETCH-08). First-party BrightPay page names the head office as Unit 35 Duleek Business Park, Co. Meath, Ireland (FETCH-11), and the team page lists the same Duleek address (FETCH-14). First-party about pages list a Leamington Spa office at Aura, 1 Harrison Way (FETCH-08, FETCH-10), corroborating the location named in the article. Product pages are in English. Company formed by a 2021 merger of Thesaurus Software Ltd and Relate Software Ltd (FETCH-11); no external investors or listing status disclosed.",
      "observed_event": "TheBusinessDesk article published 2026-07-22 reports a new office opened in Leamington Spa at Aura on Harrison Way under a six-year lease, said to double regional capacity and create room for further recruitment. No hiring numbers or sales roles stated.",
      "inference": "The event type is a new office expansion and the article date falls inside the window. The first-party site corroborates the office exists but does not date it. An earlier first-party page still lists a Warwick office (FETCH-11), so this may be a regional move within an existing UK footprint rather than entry into a new market; either reading still fits the new office event type. The BrightPay team page count of 80+ is undated and refers to the BrightPay operation, so it is not a dated whole-group headcount.",
      "uncertainty": "No dated first-party headcount for the whole group within 2025-09-24 to 2026-09-23. Ownership and listing status not stated on any fetched page. The group news page returned 404 twice, so no first-party dated announcement was reached. Careers board shows no open roles, so no commercial hiring evidence. Event date rests on the third-party publication date.",
      "verified_criteria": {
        "b2b_software": true,
        "independent_private_company": null,
        "english_product_site": true,
        "headquarters_in_scope": true,
        "headcount_in_scope": null,
        "headcount_date_in_scope": null,
        "event_type_in_scope": true,
        "event_date_in_scope": true,
        "primary_sources_accessible": true
      },
      "decision": "research",
      "reason": "Business fit, Irish headquarters and an in-window new office event are supported, but the dated 50 to 1000 headcount proxy and independent private status are unknown. Retain requires all required facts; none observed contradict, so research rather than reject.",
      "missing_fields": ["dated_whole_group_headcount_within_12_months", "ownership_or_listing_status", "first_party_dated_announcement_of_leamington_spa_office"],
      "next_action": "Locate a first-party dated headcount statement for the whole group and an ownership statement; locate a first-party dated notice for the Leamington Spa office. No outreach until these are resolved."
    },
    {
      "candidate_id": "EP-05-C4",
      "company_name": "Spyrosoft",
      "canonical_domain": null,
      "source_ids": ["FETCH-05"],
      "source_urls": ["https://www.thebusinessdesk.com/northwest/news/2130199-tech-firm-expands-by-opening-new-nw-office-to-support-bbc-contract"],
      "source_publishers": ["TheBusinessDesk (thebusinessdesk.com)"],
      "event_date": "2024-03-14",
      "observation_date": "2026-09-23",
      "fit_evidence": "Article describes Spyrosoft as providing Digital Engineering Augmentation services and acting as an external technology partner supplying resources to the BBC. Headquarters not specified. Initial Manchester staffing of 50 employees is undated and site-specific, not a whole-company figure.",
      "observed_event": "Opening of a Manchester office at Digital World Centre, Salford Quays, to support a BBC contract, published 2024-03-14.",
      "inference": "The observed business model is services, which the frozen ICP excludes. The office opening is also more than two years before the window.",
      "uncertainty": "Headquarters, ownership, product site and official domain were not observed. Only one third-party source in the packet.",
      "verified_criteria": {
        "b2b_software": false,
        "independent_private_company": null,
        "english_product_site": null,
        "headquarters_in_scope": null,
        "headcount_in_scope": null,
        "headcount_date_in_scope": null,
        "event_type_in_scope": true,
        "event_date_in_scope": false,
        "primary_sources_accessible": null
      },
      "decision": "reject",
      "reason": "Observed evidence describes a services business, contrary to the independent software product requirement, and the only event is dated 2024-03-14, outside the window.",
      "missing_fields": ["canonical_domain", "headquarters", "dated_headcount", "ownership_status", "in_window_event"],
      "next_action": "None under this record."
    },
    {
      "candidate_id": "EP-05-C5",
      "company_name": "Kappture",
      "canonical_domain": null,
      "source_ids": ["FETCH-06"],
      "source_urls": ["https://www.galwaydaily.com/news/kappture-creating-20-jobs-with-galway-software-hub-expansion/"],
      "source_publishers": ["Galway Daily (galwaydaily.com)"],
      "event_date": "2025-05-02",
      "observation_date": "2026-09-23",
      "fit_evidence": "Article reports a Galway software development hub operating from The Portershed, expanding with 20 new positions including computer vision engineering, software development, and commercial and operational roles. No first-party site, total headcount, ownership statement or domain observed.",
      "observed_event": "Expansion of the Galway software development hub with 20 new jobs, including commercial roles, published 2025-05-02.",
      "inference": "The event includes commercial hiring and would match the event type, but it is dated more than a year before the window start. A Galway hub does not establish global headquarters. The 20 new positions are an increment, not a headcount.",
      "uncertainty": "Headquarters unverified per the packet review note. Product nature and business model not confirmed from first-party material. Official domain not observed.",
      "verified_criteria": {
        "b2b_software": null,
        "independent_private_company": null,
        "english_product_site": null,
        "headquarters_in_scope": null,
        "headcount_in_scope": null,
        "headcount_date_in_scope": null,
        "event_type_in_scope": true,
        "event_date_in_scope": false,
        "primary_sources_accessible": null
      },
      "decision": "reject",
      "reason": "The only observed event is dated 2025-05-02, outside the freshness window, which is a confirmed stale event. Headquarters also remains unverified.",
      "missing_fields": ["canonical_domain", "headquarters", "dated_headcount", "ownership_status", "product_confirmation", "in_window_event"],
      "next_action": "None under this record. Re-enter only if a first-party in-window commercial event and headquarters evidence appear."
    }
  ],
  "counts": {
    "candidates_assessed": 5,
    "retain": 0,
    "research": 1,
    "reject": 4,
    "sources_in_packet": 14,
    "sources_failed_or_redirected": 3
  },
  "initial_drafts": null,
  "limitations": [
    "No company was retained, so no email or LinkedIn draft was prepared. Bright Software Group is the closest fit but lacks a dated whole-group headcount within the previous 12 months and any ownership or listing statement, so it stays in research rather than retain.",
    "All source texts are Claude Code WebFetch extractions, not archived raw pages. Publication dates are as extracted and were not independently verified.",
    "Headquarters for Summize and Fenergo rests on third-party or agency releases, not first-party pages. Spyrosoft and Kappture headquarters were not observed.",
    "Official domains for Summize, Fenergo, Spyrosoft and Kappture were not observed in the packet and remain null.",
    "The brightsg.com news page returned HTTP 404 on both attempts (FETCH-04, FETCH-13), so no first-party dated announcement was reached for the Leamington Spa office. The event date for Bright rests on the TheBusinessDesk publication date of 2026-07-22, with the office location corroborated by undated first-party pages.",
    "The 80+ figure on the BrightPay team page (FETCH-14) is undated and refers to the BrightPay operation, so it was not used as a headcount proxy for the group.",
    "The discovery run was interrupted at the 600-second cap before a final ledger, so the packet may be incomplete. No new discovery was performed in this qualification pass."
  ]
}
```