--- type: Classification library title: Global Persona Framework version: 23 September 2026 person: Venkata Pagadala canonical: https://venkatapagadala.com/personas/framework workbook: https://venkatapagadala.com/personas/framework/Global_Persona_Classification_Framework.xlsx dimensions: 463 families: 42 generated_from: public/personas/framework/Global_Persona_Classification_Framework.xlsx --- # Global Persona Framework An extensible classification library, not a measured segmentation of every person on Earth. 463 dimensions in 42 families. 148 reference a named source; the rest are authored classifications with no population estimate attached. Every dimension states its definition and global rule, the follow-up question that turns it into an input, the scope and evidence that would support a value, and how the value must be handled. Canonical: https://venkatapagadala.com/personas/framework Workbook: https://venkatapagadala.com/personas/framework/Global_Persona_Classification_Framework.xlsx Used by: https://venkatapagadala.com/personas/fanout-journey ## Rules - USE: Filter the domains. Choose only relevant fields in column F. For Multiple selections, type values separated by semicolons. - SELECTION TYPES: Single or Scale = one choice; Multiple = several; Numeric = amount + unit; Text = open label; Repeated = a contextual record. - ALL FIELDS ACCEPT: Other / self-describe; Unknown; Not applicable; Prefer not to say. Preserve local labels and extend as needed. - GLOBAL DEFINITIONS: Use local currency, period, market, and household basis. Do not apply one country's class, race, or generation labels worldwide. - KEEP SEPARATE: Income, wealth, purchase budget, luxury preference, and spending. Identity does not determine behavior or interests. - SAFE USE: Collect only relevant, permissioned information. Child-related and sensitive contexts need appropriate safeguards; no discriminatory eligibility use. ## Families - [01 Age & life stage](#f01-age-life-stage): 7 dimensions - [02 Identity & self-description](#f02-identity-self-description): 9 dimensions - [03 Geography & settlement](#f03-geography-settlement): 10 dimensions - [04 Language & cultural practices](#f04-language-cultural-practices): 9 dimensions - [05 Household & relationships](#f05-household-relationships): 9 dimensions - [06 Parenting & caregiving](#f06-parenting-caregiving): 9 dimensions - [07 Housing & living environment](#f07-housing-living-environment): 10 dimensions - [08 Education & skills](#f08-education-skills): 9 dimensions - [09 Work & livelihood](#f09-work-livelihood): 11 dimensions - [10 Income & financial position](#f10-income-financial-position): 11 dimensions - [11 Wealth, liquidity & resilience](#f11-wealth-liquidity-resilience): 9 dimensions - [12 Purchase budget & affordability context](#f12-purchase-budget-affordability-context): 12 dimensions - [13 Price, value & luxury preferences](#f13-price-value-luxury-preferences): 11 dimensions - [14 Spending patterns & allocation](#f14-spending-patterns-allocation): 12 dimensions - [15 Everyday spending categories](#f15-everyday-spending-categories): 28 dimensions - [16 Time use & daily rhythm](#f16-time-use-daily-rhythm): 10 dimensions - [17 Goals, values & motivations](#f17-goals-values-motivations): 12 dimensions - [18 Decision style & trade-offs](#f18-decision-style-trade-offs): 10 dimensions - [19 Interest intensity & participation](#f19-interest-intensity-participation): 9 dimensions - [20 Interest domains & subtopics](#f20-interest-domains-subtopics): 32 dimensions - [21 Leisure & lifestyle patterns](#f21-leisure-lifestyle-patterns): 9 dimensions - [22 Food, dining & everyday preferences](#f22-food-dining-everyday-preferences): 10 dimensions - [23 Mobility & travel behavior](#f23-mobility-travel-behavior): 11 dimensions - [24 Accessibility & support needs](#f24-accessibility-support-needs): 11 dimensions - [25 Product fit & sensory requirements](#f25-product-fit-sensory-requirements): 9 dimensions - [26 Digital access & devices](#f26-digital-access-devices): 10 dimensions - [27 Digital confidence & preferences](#f27-digital-confidence-preferences): 8 dimensions - [28 Social platforms & communities](#f28-social-platforms-communities): 14 dimensions - [29 Media & content consumption](#f29-media-content-consumption): 12 dimensions - [30 Search, information & AI behavior](#f30-search-information-ai-behavior): 12 dimensions - [31 Shopping behavior & channels](#f31-shopping-behavior-channels): 12 dimensions - [32 Trust & perceived purchase risk](#f32-trust-perceived-purchase-risk): 8 dimensions - [33 Buyer journey & current intent](#f33-buyer-journey-current-intent): 12 dimensions - [34 Triggers, barriers & urgency](#f34-triggers-barriers-urgency): 9 dimensions - [35 Payments & checkout preferences](#f35-payments-checkout-preferences): 9 dimensions - [36 Delivery, service & usage context](#f36-delivery-service-usage-context): 10 dimensions - [37 Customer relationship & retention](#f37-customer-relationship-retention): 10 dimensions - [38 Professional & organizational buying roles](#f38-professional-organizational-buying-roles): 10 dimensions - [39 Nonbuyer roles & community participation](#f39-nonbuyer-roles-community-participation): 8 dimensions - [40 Situation, dynamics & change over time](#f40-situation-dynamics-change-over-time): 10 dimensions - [41 Evidence, confidence & responsible use](#f41-evidence-confidence-responsible-use): 13 dimensions - [42 Extension & composite-persona rules](#f42-extension-composite-persona-rules): 7 dimensions ## 01 Age & life stage ### P001 Age band - Selection: Single - Values: Under 1; 1-2; 3-5; 6-9; 10-12; 13-15; 16-17; 18-24; 25-34; 35-44; 45-54; 55-64; 65-74; 75-84; 85+ - Rule: Completed years; exhaustive age bands for this framework, not universal developmental stages. Do not infer interests. - Ask: Which age-related design needs were actually stated? - Scope: Person; date-specific - Evidence: Voluntary self-report; coarse age bands preferred - Handling: Sensitive / age safeguards - Basis: Data-minimization design reference: ICO. Not a global legal-compliance checklist. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/data-protection-principles/a-guide-to-the-data-protection-principles/ ### P002 Exact age, when necessary - Selection: Numeric - Values: Nonnegative age in completed years; months for infants when necessary - Rule: Avoid collecting birth date when a band is sufficient. Record reference date. - Ask: Is exact age necessary for this service? - Scope: Person; date-specific - Evidence: Voluntary self-report; coarse age bands preferred - Handling: Sensitive / restricted - Basis: Data-minimization design reference: ICO. Not a global legal-compliance checklist. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/data-protection-principles/a-guide-to-the-data-protection-principles/ ### P003 Life-stage roles - Selection: Multiple - Values: Child; Learner; Worker; Job seeker; Caregiver; Homemaker; Business owner; Retiree; Other self-description - Rule: Roles may coexist and are not assigned from chronological age. - Ask: Which roles shape the current need? - Scope: Person; date-specific - Evidence: Voluntary self-report; coarse age bands preferred - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P004 Independent decision-making support - Selection: Single - Values: Independent; Shared decisions; Supported decisions; Authorized representative - Rule: Describe the task-specific arrangement, not intelligence or legal capacity inferred from age. - Ask: Who needs to be involved in the decision? - Scope: Person; date-specific - Evidence: Voluntary self-report; coarse age bands preferred - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P005 Current life transition - Selection: Multiple - Values: Starting education; Graduation; First job; Career change; Moving; New partnership; Parenting; Caregiving; Retirement; None - Rule: Ask directly; transitions may overlap or reverse. - Ask: What recently changed? - Scope: Person; date-specific - Evidence: Voluntary self-report; coarse age bands preferred - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P006 Planning horizon for life goals - Selection: Single - Values: Today; This month; This year; 1-3 years; More than 3 years; Uncertain - Rule: Framework bands; record the particular goal. - Ask: How far ahead is the person planning? - Scope: Person; date-specific - Evidence: Voluntary self-report; coarse age bands preferred - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P007 Self-described generation or cohort - Selection: Text - Values: Local cohort label; No cohort identification; Self-description - Rule: Optional cultural context only; do not apply one country's generation labels worldwide. - Ask: Is a cohort label meaningful to the person? - Scope: Person; date-specific - Evidence: Voluntary self-report; coarse age bands preferred - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ## 02 Identity & self-description ### P008 Gender identity - Selection: Multiple - Values: Woman; Man; Nonbinary; Gender-fluid; Agender; Another self-description - Rule: Optional and locally adaptable. Never infer budget, interests, family roles, or ability. - Ask: How should the person be addressed, when relevant? - Scope: Person; voluntary - Evidence: Self-description only; never infer from names, photos, voice, or browsing - Handling: Sensitive / restricted - Basis: Data-minimization design reference: ICO. Not a global legal-compliance checklist. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/data-protection-principles/a-guide-to-the-data-protection-principles/ ### P009 Pronouns and form of address - Selection: Text - Values: Self-specified pronouns; Name only; Local respectful form; No preference - Rule: Use the person's language and stated preference. - Ask: What form of address is appropriate? - Scope: Person; voluntary - Evidence: Self-description only; never infer from names, photos, voice, or browsing - Handling: Sensitive / restricted - Basis: Data-minimization design reference: ICO. Not a global legal-compliance checklist. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/data-protection-principles/a-guide-to-the-data-protection-principles/ ### P010 Cultural or ethnic identity - Selection: Multiple - Values: One self-described identity; Multiple identities; Local community description; Not collected - Rule: No globally exhaustive race or ethnicity list; preserve local and self-described categories. - Ask: Is cultural context relevant and voluntarily provided? - Scope: Person; voluntary - Evidence: Self-description only; never infer from names, photos, voice, or browsing - Handling: Sensitive / restricted - Basis: Data-minimization design reference: ICO. Not a global legal-compliance checklist. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/data-protection-principles/a-guide-to-the-data-protection-principles/ ### P011 Nationality or citizenship context - Selection: Multiple - Values: One nationality; Multiple nationalities; Stateless self-description; Not collected - Rule: Do not substitute nationality for residence, language, or culture. Avoid identity documents. - Ask: Does a service genuinely require nationality context? - Scope: Person; voluntary - Evidence: Self-description only; never infer from names, photos, voice, or browsing - Handling: Sensitive / contextual - Basis: Data-minimization design reference: ICO. Not a global legal-compliance checklist. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/data-protection-principles/a-guide-to-the-data-protection-principles/ ### P012 Indigenous or local-community affiliation - Selection: Text - Values: Self-described affiliation; Multiple affiliations; Not collected - Rule: Collect only for an appropriate voluntary research or service purpose; never for exclusion. - Ask: What community-specific requirements does the person choose to share? - Scope: Person; voluntary - Evidence: Self-description only; never infer from names, photos, voice, or browsing - Handling: Sensitive / restricted - Basis: Data-minimization design reference: ICO. Not a global legal-compliance checklist. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/data-protection-principles/a-guide-to-the-data-protection-principles/ ### P013 Religion, belief, or worldview - Selection: Multiple - Values: Self-described tradition; Multiple traditions; Spiritual description; Nonreligious; Not collected - Rule: Never infer from ethnicity, dress, location, or diet. Do not infer political choices. - Ask: Are there voluntarily stated observance requirements? - Scope: Person; voluntary - Evidence: Self-description only; never infer from names, photos, voice, or browsing - Handling: Sensitive / restricted - Basis: Data-minimization design reference: ICO. Not a global legal-compliance checklist. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/data-protection-principles/a-guide-to-the-data-protection-principles/ ### P014 Sexual orientation, when relevant - Selection: Text - Values: Voluntary self-description; Not collected; Prefer not to say - Rule: Restricted optional adult research context; not a general marketing field. - Ask: Is this field genuinely necessary for the stated purpose? - Scope: Person; voluntary - Evidence: Self-description only; never infer from names, photos, voice, or browsing - Handling: Sensitive / restricted - Basis: Data-minimization design reference: ICO. Not a global legal-compliance checklist. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/data-protection-principles/a-guide-to-the-data-protection-principles/ ### P015 Identity-expression preferences - Selection: Multiple - Values: Private; Open in selected settings; Open broadly; Context-dependent - Rule: Respect differences between settings; never expose private identity in messaging. - Ask: What information should remain private? - Scope: Person; voluntary - Evidence: Self-description only; never infer from names, photos, voice, or browsing - Handling: Sensitive / restricted - Basis: Data-minimization design reference: ICO. Not a global legal-compliance checklist. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/data-protection-principles/a-guide-to-the-data-protection-principles/ ### P016 Personal self-description - Selection: Text - Values: Open description in the person's own words - Rule: Preserve nuance rather than forcing a fixed persona stereotype. - Ask: How does the person describe themselves? - Scope: Person; voluntary - Evidence: Self-description only; never infer from names, photos, voice, or browsing - Handling: Sensitive / restricted - Basis: Data-minimization design reference: ICO. Not a global legal-compliance checklist. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/data-protection-principles/a-guide-to-the-data-protection-principles/ ## 03 Geography & settlement ### P017 Country or area of residence - Selection: Text - Values: Any country or area; Multiple residences; No fixed residence - Rule: Store a current country/area code plus self-description where needed; do not infer citizenship. - Ask: In which market must the product or service work? - Scope: Person or household; current and historical - Evidence: Self-report; permitted aggregate location; national statistical classifications - Handling: Personal / minimize - Basis: UN M49 geography reference; other bands are authored. https://unstats.un.org/unsd/methodology/m49/ ### P018 World region - Selection: Multiple - Values: Africa; Americas; Asia; Europe; Oceania; Antarctica or unassigned; Multiple regions - Rule: Broad framework grouping; use M49 for country/area mappings rather than cultural assumptions. - Ask: Which geographical markets are in scope? - Scope: Person or household; current and historical - Evidence: Self-report; permitted aggregate location; national statistical classifications - Handling: Personal / minimize - Basis: UN M49 geography reference; other bands are authored. https://unstats.un.org/unsd/methodology/m49/ ### P019 Subregion and local area - Selection: Text - Values: Region; State or province; District; City or town; Broad locality - Rule: Use only the geographical precision needed; avoid exact addresses. - Ask: What local availability constraints matter? - Scope: Person or household; current and historical - Evidence: Self-report; permitted aggregate location; national statistical classifications - Handling: Personal / minimize - Basis: UN M49 geography reference; other bands are authored. https://unstats.un.org/unsd/methodology/m49/ ### P020 Settlement type - Selection: Single - Values: Major city; Smaller city; Suburban area; Town; Village; Rural area; Remote settlement; Mobile - Rule: Authored descriptors; reconcile with national definitions before comparisons. - Ask: What service or transport access is available? - Scope: Person or household; current and historical - Evidence: Self-report; permitted aggregate location; national statistical classifications - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P021 Residence pattern - Selection: Single - Values: One stable base; Multiple bases; Seasonal residence; Frequent relocation; No fixed base - Rule: Describes a pattern, not household wealth. - Ask: Does the service need to work across locations? - Scope: Person or household; current and historical - Evidence: Self-report; permitted aggregate location; national statistical classifications - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P022 Local climate context - Selection: Multiple - Values: Hot; Cold; Humid; Dry; Seasonal variation; Coastal; High altitude; Other local conditions - Rule: Record experienced conditions relevant to the use case, not stereotypes about residents. - Ask: Which environmental conditions affect product requirements? - Scope: Person or household; current and historical - Evidence: Self-report; permitted aggregate location; national statistical classifications - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P023 Travel catchment - Selection: Single - Values: Home delivery only; Walking distance; Local town; Wider region; National; Cross-border - Rule: Boundaries depend on the purchase or activity. - Ask: How far can the person realistically travel? - Scope: Person or household; current and historical - Evidence: Self-report; permitted aggregate location; national statistical classifications - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P024 Local price environment - Selection: Text - Values: Local market reference; Urban/rural comparison; Dated cost-of-living source - Rule: An area average is not personal financial capacity. - Ask: Which local price context should a budget use? - Scope: Person or household; current and historical - Evidence: Self-report; permitted aggregate location; national statistical classifications - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P025 Cross-border living context - Selection: Multiple - Values: Lives and works in one country; Cross-border worker; Transnational household; Frequent international mobility - Rule: Prefer practical needs over visa or immigration-status collection. - Ask: Are language, payments, or service access cross-border? - Scope: Person or household; current and historical - Evidence: Self-report; permitted aggregate location; national statistical classifications - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P026 Local safety and infrastructure constraints - Selection: Multiple - Values: Limited lighting; Disrupted routes; Unreliable services; Seasonal access; No stated constraint - Rule: Describe practical access needs, not dangerousness attributed to communities. - Ask: What could prevent safe access? - Scope: Person or household; current and historical - Evidence: Self-report; permitted aggregate location; national statistical classifications - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ## 04 Language & cultural practices ### P027 Languages used - Selection: Multiple - Values: Any named language; Sign language; Multiple languages; Nonverbal communication - Rule: An open vocabulary must allow every language and local variety. - Ask: Which languages should the experience support? - Scope: Person; task and setting-specific - Evidence: Self-report; language preferences and observed task needs - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P028 Preferred language by task - Selection: Repeated - Values: Home language; Search language; Shopping language; Work language; Support language - Rule: Record task-language pairs; do not assume one language fits every activity. - Ask: Which language is preferred for this task? - Scope: Person; task and setting-specific - Evidence: Self-report; language preferences and observed task needs - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P029 Reading comfort - Selection: Single - Values: Short plain text; Everyday text; Detailed text; Technical text; Audio or assistance preferred - Rule: Self-reported task preference, not an intelligence label. - Ask: How much reading is comfortable? - Scope: Person; task and setting-specific - Evidence: Self-report; language preferences and observed task needs - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P030 Speaking and listening comfort - Selection: Single - Values: Native or fluent; Conversational; Basic; Interpreter preferred; Nonverbal mode - Rule: Record separately for each language and setting. - Ask: Is interpretation or another communication mode useful? - Scope: Person; task and setting-specific - Evidence: Self-report; language preferences and observed task needs - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P031 Writing and keyboard preference - Selection: Multiple - Values: Native script; Romanized script; Voice input; Handwriting; Predictive text; Assisted input - Rule: A script preference does not imply literacy level. - Ask: How will the person enter a query? - Scope: Person; task and setting-specific - Evidence: Self-report; language preferences and observed task needs - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P032 Localization conventions - Selection: Multiple - Values: Local currency; Local units; Local dates; Local calendar; Local names; Address conventions - Rule: Capture the actual conventions needed for the market. - Ask: Which formats will feel clear and familiar? - Scope: Person; task and setting-specific - Evidence: Self-report; language preferences and observed task needs - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P033 Cultural observances relevant to use - Selection: Multiple - Values: Festivals; Fasting periods; Community occasions; Family rituals; No stated observance - Rule: Ask about practical requirements rather than inferring religion. - Ask: Does timing or product suitability depend on an observance? - Scope: Person; task and setting-specific - Evidence: Self-report; language preferences and observed task needs - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P034 Dietary or material observance requirements - Selection: Text - Values: Self-stated food, ingredient, material, or handling requirement - Rule: Record requirements directly; beliefs need not be collected to meet them. - Ask: Which ingredients or materials must be included or avoided? - Scope: Person; task and setting-specific - Evidence: Self-report; language preferences and observed task needs - Handling: Sensitive / contextual - Basis: Data-minimization design reference: ICO. Not a global legal-compliance checklist. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/data-protection-principles/a-guide-to-the-data-protection-principles/ ### P035 Communication formality - Selection: Single - Values: Formal; Conversational; Highly direct; Indirect or contextual; Depends on setting - Rule: A preference, not a national character trait. - Ask: What communication style is preferred? - Scope: Person; task and setting-specific - Evidence: Self-report; language preferences and observed task needs - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ## 05 Household & relationships ### P036 Household composition - Selection: Multiple - Values: Lives alone; Couple; Parent-child household; Extended family; Multigenerational; Shared housing; Communal living - Rule: Allow overlapping structures; do not assume marriage or biological relationships. - Ask: Who shares the living space? - Scope: Household; current snapshot - Evidence: Voluntary self-report; avoid names of other household members - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P037 Household size - Selection: Single - Values: 1; 2; 3; 4; 5; 6-7; 8+ - Rule: Count usual residents using a documented local definition. - Ask: How many people must the solution serve? - Scope: Household; current snapshot - Evidence: Voluntary self-report; avoid names of other household members - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P038 Relationship status, when relevant - Selection: Multiple - Values: Single; Partnered; Married; Separated; Divorced; Widowed; Another arrangement - Rule: Optional; no assumptions about household composition or buying power. - Ask: Is relationship context necessary for the use case? - Scope: Household; current snapshot - Evidence: Voluntary self-report; avoid names of other household members - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P039 Household earning structure - Selection: Single - Values: No regular earner; One earner; Two earners; Three or more; Shared external support - Rule: Do not equate number of earners with total resources. - Ask: How are resources contributed? - Scope: Household; current snapshot - Evidence: Voluntary self-report; avoid names of other household members - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P040 Household decision structure - Selection: Multiple - Values: Independent decisions; Joint decisions; Delegated decisions; Category-specific decision owner - Rule: Roles vary by category and occasion. - Ask: Who decides for this purchase? - Scope: Household; current snapshot - Evidence: Voluntary self-report; avoid names of other household members - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P041 Household resource sharing - Selection: Single - Values: Fully pooled; Partly pooled; Separate budgets; Shared noncash resources; Varies - Rule: Distinguish ownership from access. - Ask: Which resources are actually available to this decision? - Scope: Household; current snapshot - Evidence: Voluntary self-report; avoid names of other household members - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P042 Dependents supported - Selection: Multiple - Values: None; Children; Adult relatives; Older adults; Nonrelative dependents - Rule: Ask directly; dependents may live elsewhere. - Ask: Who depends on this person's time or resources? - Scope: Household; current snapshot - Evidence: Voluntary self-report; avoid names of other household members - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P043 Social support availability - Selection: Single - Values: Reliable nearby support; Reliable remote support; Occasional support; Limited support; Self-description - Rule: Do not use limited support to exploit vulnerability. - Ask: What practical assistance is available? - Scope: Household; current snapshot - Evidence: Voluntary self-report; avoid names of other household members - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P044 Pet or animal-care responsibilities - Selection: Multiple - Values: None; Dogs; Cats; Birds; Small animals; Aquatic animals; Horses; Livestock; Other - Rule: Pets and working animals can require different care arrangements. - Ask: Must the solution account for animal care? - Scope: Household; current snapshot - Evidence: Voluntary self-report; avoid names of other household members - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ## 06 Parenting & caregiving ### P045 Parenting or guardian role - Selection: Multiple - Values: Not a caregiver; Parent; Guardian; Foster caregiver; Adoptive parent; Shared caregiver; Other - Rule: Do not infer from age, gender, marital status, or purchases. - Ask: Is the person buying for someone in their care? - Scope: Care role; dependent and task-specific - Evidence: Voluntary report of practical care needs - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P046 Dependent age groups - Selection: Multiple - Values: Under 1; 1-2; 3-5; 6-12; 13-17; Adult; Older adult - Rule: Use coarse bands; avoid identifying children. - Ask: Which age-related support needs have been stated? - Scope: Care role; dependent and task-specific - Evidence: Voluntary report of practical care needs - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P047 Caregiving intensity - Selection: Single - Values: Occasional; Several times weekly; Daily part-time; Daily substantial care; Continuous availability - Rule: Authored categories; actual hours may be recorded voluntarily. - Ask: How much time does care occupy? - Scope: Care role; dependent and task-specific - Evidence: Voluntary report of practical care needs - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P048 Care arrangement - Selection: Multiple - Values: Household care; Shared family care; Paid home care; Daycare; School-based care; Residential care - Rule: Availability differs by location; no preferred arrangement is assumed. - Ask: What arrangement must the product fit? - Scope: Care role; dependent and task-specific - Evidence: Voluntary report of practical care needs - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P049 Caregiving location - Selection: Multiple - Values: Same home; Nearby household; Long-distance; Multiple locations - Rule: Do not collect another person's exact address. - Ask: Is remote coordination necessary? - Scope: Care role; dependent and task-specific - Evidence: Voluntary report of practical care needs - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P050 Care logistics - Selection: Multiple - Values: Transport; Scheduling; Meals; Learning support; Mobility support; Supervision; Administration - Rule: Describe tasks, not diagnoses of dependents. - Ask: Which recurring task is difficult? - Scope: Care role; dependent and task-specific - Evidence: Voluntary report of practical care needs - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P051 Child-related product constraints - Selection: Multiple - Values: Child-seat fit; Stroller space; Age suitability; Washability; Simple storage; No stated constraint - Rule: Apply only to explicit needs; not every parent needs every feature. - Ask: What must fit or work in everyday use? - Scope: Care role; dependent and task-specific - Evidence: Voluntary report of practical care needs - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P052 Care purchase role - Selection: Multiple - Values: Researcher; Payer; Buyer; End user; Installer; Care coordinator - Rule: Buying and using may involve different people. - Ask: Who evaluates, pays for, and uses the product? - Scope: Care role; dependent and task-specific - Evidence: Voluntary report of practical care needs - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P053 Care support gap - Selection: Text - Values: Self-described unmet practical need; No stated gap - Rule: Use to improve access, not fear-based selling. - Ask: What support would make this task easier? - Scope: Care role; dependent and task-specific - Evidence: Voluntary report of practical care needs - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ## 07 Housing & living environment ### P054 Housing tenure - Selection: Single - Values: Owner with loan; Owner without loan; Renter; Family-provided; Employer-provided; Collective housing; Temporary housing - Rule: Tenure is not a direct measure of wealth. - Ask: Who can authorize home changes? - Scope: Household; current home context - Evidence: Self-report; nonidentifying observations - Handling: Personal / minimize - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P055 Dwelling form - Selection: Single - Values: Detached home; Attached home; Apartment; Room; Dormitory; Mobile dwelling; Informal dwelling; Other - Rule: Allow locally specific housing types. - Ask: What physical setting must the solution fit? - Scope: Household; current home context - Evidence: Self-report; nonidentifying observations - Handling: Personal / minimize - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P056 Space availability - Selection: Multiple - Values: Very limited storage; Shared rooms; Dedicated workspace; Outdoor space; Workshop space; Ample storage - Rule: Prefer usable space or measurements over status labels. - Ask: What can physically fit? - Scope: Household; current home context - Evidence: Self-report; nonidentifying observations - Handling: Personal / minimize - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P057 Household facilities - Selection: Multiple - Values: Kitchen access; Laundry access; Indoor water; Cooling; Heating; Private bathroom; Shared facilities - Rule: Record availability rather than assuming household standards. - Ask: Which facilities can the person use? - Scope: Household; current home context - Evidence: Self-report; nonidentifying observations - Handling: Personal / minimize - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P058 Electricity reliability - Selection: Single - Values: Reliable; Occasional outages; Frequent outages; Off-grid; No electricity access - Rule: Infrastructure condition, not a personal trait. - Ask: Is offline or low-power operation needed? - Scope: Household; current home context - Evidence: Self-report; nonidentifying observations - Handling: Personal / minimize - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P059 Water and sanitation access - Selection: Multiple - Values: In-home access; Shared access; Collected water; Intermittent supply; Other arrangement - Rule: For service and design needs only; do not stigmatize. - Ask: Does the solution depend on reliable water? - Scope: Household; current home context - Evidence: Self-report; nonidentifying observations - Handling: Personal / minimize - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P060 Home connectivity constraints - Selection: Multiple - Values: Strong coverage; Weak coverage; Shared connection; Data cap; No home internet - Rule: Separate availability from ability to pay. - Ask: Does the solution need an offline option? - Scope: Household; current home context - Evidence: Self-report; nonidentifying observations - Handling: Personal / minimize - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P061 Home modification authority - Selection: Single - Values: Can modify; Permission required; Temporary changes only; Cannot modify - Rule: Ask separately from ownership status. - Ask: Is permanent installation possible? - Scope: Household; current home context - Evidence: Self-report; nonidentifying observations - Handling: Personal / minimize - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P062 Residential stability - Selection: Single - Values: Stable expected stay; Lease ending; Move planned; Temporary accommodation; Uncertain - Rule: Sensitive context; not a predictor of reliability or creditworthiness. - Ask: Does the solution need to be portable? - Scope: Household; current home context - Evidence: Self-report; nonidentifying observations - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P063 Home service preference - Selection: Multiple - Values: Do it myself; Hire a specialist; Shared community help; Managed service; Mixed - Rule: Depends on task, skills, cost, and time. - Ask: Which tasks should be self-service? - Scope: Household; current home context - Evidence: Self-report; nonidentifying observations - Handling: Personal / minimize - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ## 08 Education & skills ### P064 Educational attainment - Selection: Multiple - Values: No formal schooling; Primary; Secondary; Vocational; Short-cycle tertiary; Bachelor's level; Master's level; Doctoral level; Other - Rule: Authored broad labels; map local credentials before international comparisons. Not an intelligence proxy. - Ask: What knowledge can the material reasonably build on? - Scope: Person; subject and task-specific - Evidence: Self-report; credentials only when needed; direct skills evidence - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P065 Current learning participation - Selection: Multiple - Values: School; University; Apprenticeship; Professional training; Informal learning; Self-study; None - Rule: Learning may be formal or informal and occur at any age. - Ask: What is the person currently learning? - Scope: Person; subject and task-specific - Evidence: Self-report; credentials only when needed; direct skills evidence - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P066 Field of study - Selection: Multiple - Values: Education; Arts and humanities; Social sciences; Business; Law; Science; Technology; Engineering; Health; Agriculture; Services; Other - Rule: Broad authored categories; allow local specialties and multidisciplinary study. - Ask: Which subject context matters? - Scope: Person; subject and task-specific - Evidence: Self-report; credentials only when needed; direct skills evidence - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P067 Professional qualifications - Selection: Text - Values: Named credential; Local license; Trade certification; Portfolio evidence; None - Rule: Record jurisdiction and relevance; do not assume equivalence worldwide. - Ask: Is a specific credential needed for this role? - Scope: Person; subject and task-specific - Evidence: Self-report; credentials only when needed; direct skills evidence - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P068 Category knowledge - Selection: Single - Values: New to the category; Basic familiarity; Experienced user; Specialist; Expert practitioner - Rule: Assess for the product or topic, not as a global label. - Ask: Should the explanation start with basics? - Scope: Person; subject and task-specific - Evidence: Self-report; credentials only when needed; direct skills evidence - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P069 Practical and technical skills - Selection: Multiple - Values: Repair; Craft; Coding; Data work; Design; Writing; Languages; Trades; Research; Other - Rule: Self-report or task evidence; not predicted from education. - Ask: Which tasks can the person complete unaided? - Scope: Person; subject and task-specific - Evidence: Self-report; credentials only when needed; direct skills evidence - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P070 Learning format preference - Selection: Multiple - Values: Reading; Audio; Video; Demonstration; Hands-on practice; Live instruction; Peer learning - Rule: Preferences are not fixed learning-style diagnoses. - Ask: Which formats should be available? - Scope: Person; subject and task-specific - Evidence: Self-report; credentials only when needed; direct skills evidence - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P071 Learning time availability - Selection: Single - Values: Under 15 minutes; 15-30 minutes; 31-60 minutes; 1-3 hours; More than 3 hours per session - Rule: Authored session bands; separate preference from actual availability. - Ask: How much time is available to learn? - Scope: Person; subject and task-specific - Evidence: Self-report; credentials only when needed; direct skills evidence - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P072 Learning goal - Selection: Multiple - Values: Qualification; Career change; Skill improvement; Personal interest; Practical problem; Social connection - Rule: Goals may be combined. - Ask: What would successful learning enable? - Scope: Person; subject and task-specific - Evidence: Self-report; credentials only when needed; direct skills evidence - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ## 09 Work & livelihood ### P073 Livelihood roles - Selection: Multiple - Values: Employee; Self-employed; Business owner; Freelancer; Gig worker; Subsistence producer; Unpaid family worker; Student; Retiree; Job seeker - Rule: People may have multiple jobs and unpaid roles; no income assumption. - Ask: Which work activities shape the need? - Scope: Person; current jobs and unpaid work - Evidence: Self-report; distinguish role, work arrangement, and income - Handling: Personal / minimize - Basis: Time-use reference: ICATUS 2016. Persona bands are authored. https://unstats.un.org/unsd/demographic-social/time-use/icatus-2016/ ### P074 Occupation or trade - Selection: Text - Values: Any local occupation; Multiple occupations; Nonemployment role - Rule: Preserve local job titles; use a documented occupational code when comparing datasets. - Ask: What tasks does the person perform? - Scope: Person; current jobs and unpaid work - Evidence: Self-report; distinguish role, work arrangement, and income - Handling: Personal / minimize - Basis: Time-use reference: ICATUS 2016. Persona bands are authored. https://unstats.un.org/unsd/demographic-social/time-use/icatus-2016/ ### P075 Sector or industry - Selection: Multiple - Values: Agriculture; Manufacturing; Construction; Trade; Transport; Hospitality; Technology; Finance; Education; Health; Public services; Other - Rule: Authored broad labels, not an official industry-code mapping. - Ask: Which sector-specific context matters? - Scope: Person; current jobs and unpaid work - Evidence: Self-report; distinguish role, work arrangement, and income - Handling: Personal / minimize - Basis: Time-use reference: ICATUS 2016. Persona bands are authored. https://unstats.un.org/unsd/demographic-social/time-use/icatus-2016/ ### P076 Employment arrangement - Selection: Multiple - Values: Permanent; Fixed-term; Temporary; Seasonal; Casual; On-demand; Informal; Own enterprise - Rule: Terms differ by jurisdiction and may coexist. - Ask: How predictable is the work arrangement? - Scope: Person; current jobs and unpaid work - Evidence: Self-report; distinguish role, work arrangement, and income - Handling: Personal / minimize - Basis: Time-use reference: ICATUS 2016. Persona bands are authored. https://unstats.un.org/unsd/demographic-social/time-use/icatus-2016/ ### P077 Work location - Selection: Multiple - Values: On-site; Remote home-based; Hybrid; Mobile or field-based; Multiple sites - Rule: Do not infer occupation or income from working remotely. - Ask: Where must the solution function? - Scope: Person; current jobs and unpaid work - Evidence: Self-report; distinguish role, work arrangement, and income - Handling: Personal / minimize - Basis: Time-use reference: ICATUS 2016. Persona bands are authored. https://unstats.un.org/unsd/demographic-social/time-use/icatus-2016/ ### P078 Working schedule - Selection: Multiple - Values: Regular daytime; Night shift; Rotating shifts; Flexible hours; On-call; Seasonal peaks - Rule: Record timezone and practical availability when relevant. - Ask: When can the person research or use the service? - Scope: Person; current jobs and unpaid work - Evidence: Self-report; distinguish role, work arrangement, and income - Handling: Personal / minimize - Basis: Time-use reference: ICATUS 2016. Persona bands are authored. https://unstats.un.org/unsd/demographic-social/time-use/icatus-2016/ ### P079 Career stage - Selection: Single - Values: Exploring entry; Early career; Established contributor; Management; Leadership; Career transition; Leaving paid work - Rule: Do not derive career stage from age. - Ask: What career problem is being addressed? - Scope: Person; current jobs and unpaid work - Evidence: Self-report; distinguish role, work arrangement, and income - Handling: Personal / minimize - Basis: Time-use reference: ICATUS 2016. Persona bands are authored. https://unstats.un.org/unsd/demographic-social/time-use/icatus-2016/ ### P080 Job security perception - Selection: Single - Values: Secure; Some uncertainty; Highly uncertain; Contract ending; Not applicable - Rule: Voluntary self-perception; not a risk score for exclusion. - Ask: Is flexibility or a shorter commitment important? - Scope: Person; current jobs and unpaid work - Evidence: Self-report; distinguish role, work arrangement, and income - Handling: Personal / minimize - Basis: Time-use reference: ICATUS 2016. Persona bands are authored. https://unstats.un.org/unsd/demographic-social/time-use/icatus-2016/ ### P081 Entrepreneurship stage - Selection: Single - Values: Considering; Starting; Operating; Expanding; Maintaining; Exiting; Not applicable - Rule: Separate business stage from business size. - Ask: Which business-building task is current? - Scope: Person; current jobs and unpaid work - Evidence: Self-report; distinguish role, work arrangement, and income - Handling: Personal / minimize - Basis: Time-use reference: ICATUS 2016. Persona bands are authored. https://unstats.un.org/unsd/demographic-social/time-use/icatus-2016/ ### P082 Work-related physical demands - Selection: Multiple - Values: Mostly seated; Standing; Walking; Lifting; Outdoor exposure; Travel; Mixed - Rule: Record tasks and stated accommodations rather than medical diagnoses. - Ask: What ergonomic or durability needs arise? - Scope: Person; current jobs and unpaid work - Evidence: Self-report; distinguish role, work arrangement, and income - Handling: Personal / minimize - Basis: Time-use reference: ICATUS 2016. Persona bands are authored. https://unstats.un.org/unsd/demographic-social/time-use/icatus-2016/ ### P083 Compensation structure - Selection: Multiple - Values: Salary; Hourly pay; Commission; Piece rate; Business profit; Tips; In-kind; Unpaid - Rule: Income structure is different from total income. - Ask: Is income timing predictable? - Scope: Person; current jobs and unpaid work - Evidence: Self-report; distinguish role, work arrangement, and income - Handling: Personal / minimize - Basis: Time-use reference: ICATUS 2016. Persona bands are authored. https://unstats.un.org/unsd/demographic-social/time-use/icatus-2016/ ## 10 Income & financial position ### P084 Personal income amount - Selection: Numeric - Values: Local-currency amount; Zero; Negative net business income when relevant - Rule: State gross/net, period, reference date, and included sources; never mix annual and monthly figures. - Ask: Which income definition is relevant? - Scope: Person or household; currency and period required - Evidence: Voluntary amounts or local statistical bands; never infer from identity - Handling: Sensitive / restricted - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P085 Household income amount - Selection: Numeric - Values: Combined household amount in local currency - Rule: Define household membership, gross/net basis, period, and shared resources. - Ask: How much income is pooled for this household? - Scope: Person or household; currency and period required - Evidence: Voluntary amounts or local statistical bands; never infer from identity - Handling: Sensitive / restricted - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P086 Local income position - Selection: Single - Values: Q1 lowest 20%; Q2; Q3; Q4; Q5 highest 20%; Not benchmarked - Rule: Requires a dated comparable local distribution and matching household/person basis. Not a world class label. - Ask: Where does income fall within the chosen reference population? - Scope: Person or household; currency and period required - Evidence: Voluntary amounts or local statistical bands; never infer from identity - Handling: Sensitive / restricted - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P087 Income sources - Selection: Multiple - Values: Employment; Self-employment; Pension; Investments; Rent; Transfers; Remittances; Benefits; In-kind; Other - Rule: Source does not imply amount or stability. - Ask: Which resources support this person? - Scope: Person or household; currency and period required - Evidence: Voluntary amounts or local statistical bands; never infer from identity - Handling: Sensitive / restricted - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P088 Income regularity - Selection: Single - Values: Predictable monthly; Predictable other cycle; Seasonal; Variable; Irregular; No current income - Rule: Specify a reference period. - Ask: Would variable payment timing help? - Scope: Person or household; currency and period required - Evidence: Voluntary amounts or local statistical bands; never infer from identity - Handling: Sensitive / restricted - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P089 Disposable-resource headroom - Selection: Single - Values: Essentials not fully covered; Essentials covered only; Some discretionary room; Substantial discretionary room; Uncertain - Rule: Self-reported resource position; not an official poverty or class threshold. - Ask: How much flexibility remains after essentials? - Scope: Person or household; currency and period required - Evidence: Voluntary amounts or local statistical bands; never infer from identity - Handling: Sensitive / restricted - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P090 Self-described financial class - Selection: Text - Values: Financially constrained; Working-class self-description; Middle-class self-description; Affluent self-description; Other local term - Rule: Subjective identity, not a globally comparable numeric segment. Keep separate from income quintile. - Ask: How does the person describe financial position? - Scope: Person or household; currency and period required - Evidence: Voluntary amounts or local statistical bands; never infer from identity - Handling: Sensitive / restricted - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P091 Financial obligations supported - Selection: Multiple - Values: Own living costs; Household costs; Child support; Relatives; Education; Business obligations; Cross-border support - Rule: Ask only what is needed; do not collect recipients' identities. - Ask: Which commitments constrain discretionary spending? - Scope: Person or household; currency and period required - Evidence: Voluntary amounts or local statistical bands; never infer from identity - Handling: Sensitive / restricted - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P092 Household-adjusted comparison basis - Selection: Text - Values: Household size; Equivalence method; Income definition; Reference population - Rule: No adjustment is applied automatically; document the method before comparing households. - Ask: Are the two resource figures actually comparable? - Scope: Person or household; currency and period required - Evidence: Voluntary amounts or local statistical bands; never infer from identity - Handling: Sensitive / restricted - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P093 Cross-country comparison basis - Selection: Text - Values: Local currency and date; Price level reference; Suitable PPP series and year; No comparison - Rule: PPP is not a retail exchange rate or exact personal cost-of-living estimate. Match series to purpose. - Ask: Should this comparison use local purchasing power rather than dollar conversion? - Scope: Person or household; currency and period required - Evidence: Voluntary amounts or local statistical bands; never infer from identity - Handling: Sensitive / restricted - Basis: World Bank PPP concept reference. No PPP values or global income cutoffs supplied. https://databank.worldbank.org/metadataglossary/world-development-indicators/series/PA.NUS.PPP ### P094 Financial outlook - Selection: Single - Values: Resources expected to improve; Stay similar; Decline; Highly uncertain - Rule: Self-reported expectation, not a forecast. - Ask: Is a long commitment comfortable? - Scope: Person or household; currency and period required - Evidence: Voluntary amounts or local statistical bands; never infer from identity - Handling: Sensitive / restricted - Basis: Authored classification; illustrative, extensible options. No population estimates. ## 11 Wealth, liquidity & resilience ### P095 Net-asset position - Selection: Single - Values: Liabilities exceed assets; Approximately balanced; Positive net assets; Not measured - Rule: Define included assets, liabilities, valuation date, and ownership share. - Ask: Is wealth distinct from current cash availability? - Scope: Person or household; voluntary snapshot - Evidence: Self-report in broad bands; no account identifiers - Handling: Sensitive / restricted - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P096 Liquid-resource availability - Selection: Single - Values: No accessible reserve; Limited reserve; Moderate reserve; Large reserve; Uncertain - Rule: Qualitative bands are self-described; do not imply numeric thresholds. - Ask: Can an unexpected expense be absorbed? - Scope: Person or household; voluntary snapshot - Evidence: Self-report in broad bands; no account identifiers - Handling: Sensitive / restricted - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P097 Emergency reserve duration - Selection: Single - Values: None; Under 1 month; 1 to under 3 months; 3 to under 6; 6 to under 12; 12+ months - Rule: Authored bands of stated essential expenses; not financial advice or a recommended reserve. - Ask: How much flexibility is available in a disruption? - Scope: Person or household; voluntary snapshot - Evidence: Self-report in broad bands; no account identifiers - Handling: Sensitive / restricted - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P098 Asset mix - Selection: Multiple - Values: Cash; Property; Business assets; Financial assets; Land; Equipment; Valuables; Other - Rule: Record broad types only; ownership does not guarantee liquidity. - Ask: Which resources are usable versus illiquid? - Scope: Person or household; voluntary snapshot - Evidence: Self-report in broad bands; no account identifiers - Handling: Sensitive / restricted - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P099 Debt categories - Selection: Multiple - Values: None reported; Housing; Education; Vehicle; Consumer; Business; Informal borrowing; Other - Rule: No account numbers, credit scoring, or affordability determination. - Ask: Which existing commitments affect the stated budget? - Scope: Person or household; voluntary snapshot - Evidence: Self-report in broad bands; no account identifiers - Handling: Sensitive / restricted - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P100 Debt payment pressure - Selection: Single - Values: Easily manageable; Manageable with trade-offs; Difficult; Unable to meet some payments; Not stated - Rule: Self-report; never use hardship to pressure a purchase. - Ask: Is a lower-commitment option needed? - Scope: Person or household; voluntary snapshot - Evidence: Self-report in broad bands; no account identifiers - Handling: Sensitive / restricted - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P101 Financial support access - Selection: Multiple - Values: Household support; Extended family; Community support; Formal assistance; No available support - Rule: Availability does not mean the person wants or qualifies for a product. - Ask: What support is already part of the person's plan? - Scope: Person or household; voluntary snapshot - Evidence: Self-report in broad bands; no account identifiers - Handling: Sensitive / restricted - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P102 Financial priorities - Selection: Multiple - Values: Meet essentials; Build reserve; Reduce debt; Education; Home; Retirement; Business; Experiences; Giving - Rule: Record current priorities, not investment recommendations. - Ask: What is this purchase competing with? - Scope: Person or household; voluntary snapshot - Evidence: Self-report in broad bands; no account identifiers - Handling: Sensitive / restricted - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P103 Risk capacity versus preference - Selection: Repeated - Values: Stated ability to absorb loss; Stated comfort with uncertainty; Not assessed - Rule: Keep ability and preference separate; not a suitability or credit assessment. - Ask: Is the person's comfort different from their available resources? - Scope: Person or household; voluntary snapshot - Evidence: Self-report in broad bands; no account identifiers - Handling: Sensitive / restricted - Basis: Authored classification; illustrative, extensible options. No population estimates. ## 12 Purchase budget & affordability context ### P104 Budget currency - Selection: Text - Values: Any local currency code; Multiple currencies with stated conversion date - Rule: Every monetary amount needs a currency. No automatic exchange or purchasing-power conversion. - Ask: In which currency is this budget? - Scope: One category, purchase, and market at a time - Evidence: Explicit budget or observed transaction data with permission - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P105 Budget period and unit - Selection: Single - Values: Per item; Per purchase; Per month; Per year; Per trip; Per person; Per household; Per project - Rule: A monthly ceiling cannot be compared directly with a one-time price. - Ask: What does the budget cover? - Scope: One category, purchase, and market at a time - Evidence: Explicit budget or observed transaction data with permission - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P106 Minimum acceptable spend - Selection: Numeric - Values: Zero or positive local-currency amount; No minimum - Rule: Optional stated lower bound, not assumed from income. - Ask: Is there a minimum quality or specification requirement? - Scope: One category, purchase, and market at a time - Evidence: Explicit budget or observed transaction data with permission - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P107 Target spend - Selection: Numeric - Values: Stated preferred local-currency amount; Not yet decided - Rule: A target is different from a maximum or a market price. - Ask: What amount would feel comfortable? - Scope: One category, purchase, and market at a time - Evidence: Explicit budget or observed transaction data with permission - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P108 Maximum spend - Selection: Numeric - Values: Stated all-in ceiling; No fixed ceiling; Not yet decided - Rule: Ask whether taxes, fees, delivery, installation, and ongoing costs are included. - Ask: What is the maximum total commitment? - Scope: One category, purchase, and market at a time - Evidence: Explicit budget or observed transaction data with permission - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P109 Budget flexibility - Selection: Single - Values: Fixed ceiling; Small flexibility; Flexible for proven value; Open budget; Unknown - Rule: Qualitative self-report; do not invent a percentage premium. - Ask: What would justify spending more? - Scope: One category, purchase, and market at a time - Evidence: Explicit budget or observed transaction data with permission - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P110 Budget tier within the category - Selection: Single - Values: Below P20; P20 to below P40; P40 to below P60; P60 to below P80; P80+; Not benchmarked - Rule: Authored tiers require a dated local category-price distribution. They do not define financial class. - Ask: Is the budget entry-level or high-end for this particular market? - Scope: One category, purchase, and market at a time - Evidence: Explicit budget or observed transaction data with permission - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P111 Spend as share of available resources - Selection: Single - Values: 0%; Above 0 to under 1%; 1 to under 5%; 5 to under 10%; 10 to under 25%; 25 to under 50%; 50%+ - Rule: Illustrative analytical bands; match numerator and denominator periods. Not an affordability verdict. - Ask: How significant is this purchase in the stated budget? - Scope: One category, purchase, and market at a time - Evidence: Explicit budget or observed transaction data with permission - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P112 Upfront versus recurring preference - Selection: Single - Values: Upfront preferred; Recurring preferred; Either; No recurring commitments - Rule: Preference does not establish qualification for credit. - Ask: Is the total price or monthly commitment the relevant constraint? - Scope: One category, purchase, and market at a time - Evidence: Explicit budget or observed transaction data with permission - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P113 Total ownership-cost sensitivity - Selection: Scale - Values: Not important; Slightly important; Moderately important; Very important; Essential - Rule: Ask directly about maintenance, energy, supplies, subscriptions, and exit costs. - Ask: Which ongoing costs belong in the comparison? - Scope: One category, purchase, and market at a time - Evidence: Explicit budget or observed transaction data with permission - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P114 Budget funding source - Selection: Multiple - Values: Current income; Savings; Household contribution; Employer funding; Gift; Borrowing considered; Other - Rule: Record plans without recommending borrowing or inferring approval. - Ask: Who is funding the purchase? - Scope: One category, purchase, and market at a time - Evidence: Explicit budget or observed transaction data with permission - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P115 Purchase deferral ability - Selection: Single - Values: Can postpone indefinitely; Can wait months; Can wait weeks; Must act soon; Urgent replacement - Rule: Urgency must be stated; do not manufacture pressure. - Ask: Can the purchase wait? - Scope: One category, purchase, and market at a time - Evidence: Explicit budget or observed transaction data with permission - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ## 13 Price, value & luxury preferences ### P116 Price orientation - Selection: Single - Values: Lowest workable price; Value for money; Balanced price and features; Premium preferred; Price secondary - Rule: Keep separate from wealth, income, and gender. - Ask: What does good value mean for this purchase? - Scope: Preference for a particular category or occasion - Evidence: Direct preference questions; stated trade-offs; observed choices when permitted - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P117 Luxury orientation - Selection: Multiple - Values: No luxury interest; Occasional splurge; Luxury in selected categories; Routine luxury preference; Bespoke interest; Collector interest - Rule: Self-described category preference, not a class or personality assignment. - Ask: Where does the person choose to spend on luxury? - Scope: Preference for a particular category or occasion - Evidence: Direct preference questions; stated trade-offs; observed choices when permitted - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P118 Luxury value sought - Selection: Multiple - Values: Craftsmanship; Materials; Design; Heritage; Exclusivity; Personal service; Performance; Experience; Resale interest - Rule: Do not assume luxury is primarily about status. - Ask: Which premium attribute matters? - Scope: Preference for a particular category or occasion - Evidence: Direct preference questions; stated trade-offs; observed choices when permitted - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P119 Brand visibility preference - Selection: Single - Values: No visible branding; Subtle branding; Prominent branding; No preference; Varies by occasion - Rule: A style choice, not evidence of financial position. - Ask: Should branding be discreet or visible? - Scope: Preference for a particular category or occasion - Evidence: Direct preference questions; stated trade-offs; observed choices when permitted - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P120 Functional versus symbolic value - Selection: Single - Values: Function mainly; Symbolic meaning mainly; Both; Depends on category - Rule: Ask about actual meaning; do not infer from demographics. - Ask: Is the purchase serving a practical or expressive goal? - Scope: Preference for a particular category or occasion - Evidence: Direct preference questions; stated trade-offs; observed choices when permitted - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P121 Craft and customization preference - Selection: Multiple - Values: Standard product; Configurable; Personalized; Made-to-measure; Bespoke; Handmade - Rule: Preference does not imply ability to pay. - Ask: How much customization is useful? - Scope: Preference for a particular category or occasion - Evidence: Direct preference questions; stated trade-offs; observed choices when permitted - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P122 Scarcity and collectibility interest - Selection: Scale - Values: None; Low; Moderate; High; Specialist collector - Rule: Interest is not a prediction of resale value. - Ask: Does edition, provenance, or collectibility matter? - Scope: Preference for a particular category or occasion - Evidence: Direct preference questions; stated trade-offs; observed choices when permitted - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P123 Service tier preference - Selection: Multiple - Values: Self-service; Standard assistance; Specialist advice; Concierge; White-glove support - Rule: May be driven by access needs or time, not wealth. - Ask: What level of support is wanted? - Scope: Preference for a particular category or occasion - Evidence: Direct preference questions; stated trade-offs; observed choices when permitted - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P124 Ownership visibility - Selection: Single - Values: Private use; Shared household use; Social display; Professional presentation; Mixed - Rule: Context is voluntarily stated and category-specific. - Ask: Who will see or use the purchase? - Scope: Preference for a particular category or occasion - Evidence: Direct preference questions; stated trade-offs; observed choices when permitted - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P125 Premium trade-off tolerance - Selection: Multiple - Values: Higher upfront price; Longer wait; Higher upkeep; Specialist servicing; None of these - Rule: Capture actual trade-offs, not inferred willingness to pay. - Ask: Which premium trade-offs are acceptable? - Scope: Preference for a particular category or occasion - Evidence: Direct preference questions; stated trade-offs; observed choices when permitted - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P126 Price-quality belief - Selection: Single - Values: Checks evidence independently; Often associates price with quality; Skeptical of premiums; Context-dependent - Rule: Treat as a self-reported belief, not an objective truth. - Ask: What evidence would justify a premium? - Scope: Preference for a particular category or occasion - Evidence: Direct preference questions; stated trade-offs; observed choices when permitted - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ## 14 Spending patterns & allocation ### P127 Total consumption amount - Selection: Numeric - Values: Nonnegative local-currency total for a defined period - Rule: Define included purchases and household members; avoid double-counting shared expenses. - Ask: What does the spending total include? - Scope: Person or household; category and reference period - Evidence: Voluntary spending diary or consented transaction summaries - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P128 Category spending profile - Selection: Repeated - Values: Category; Amount; Currency; Period; Share of total; Observed or planned - Rule: Repeat for each category. Planned budget and actual spending must be separate. - Ask: Where is money actually being spent? - Scope: Person or household; category and reference period - Evidence: Voluntary spending diary or consented transaction summaries - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P129 Purchase frequency - Selection: Single - Values: Daily; Several times weekly; Weekly; Monthly; Quarterly; Annually; Less often; One-off - Rule: Measure within a category and reference period. - Ask: How often is this purchased? - Scope: Person or household; category and reference period - Evidence: Voluntary spending diary or consented transaction summaries - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P130 Average transaction size - Selection: Numeric - Values: Local-currency average plus observation count and period - Rule: Do not confuse one large purchase with typical spending. - Ask: What is the typical purchase amount? - Scope: Person or household; category and reference period - Evidence: Voluntary spending diary or consented transaction summaries - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P131 Essentials versus discretionary allocation - Selection: Repeated - Values: Self-defined essential; Discretionary; Mixed; Unclassified - Rule: Necessity depends on circumstances; do not impose one universal list. - Ask: Which spending can realistically be changed? - Scope: Person or household; category and reference period - Evidence: Voluntary spending diary or consented transaction summaries - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P132 Planned versus unplanned spending - Selection: Single - Values: Mostly planned; Mixed; Mostly unplanned; Not measured - Rule: Use a diary or explicit report; do not diagnose impulse-control conditions. - Ask: Does the person prefer to plan purchases? - Scope: Person or household; category and reference period - Evidence: Voluntary spending diary or consented transaction summaries - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P133 Seasonal spending pattern - Selection: Multiple - Values: Stable year-round; Festival peaks; School cycle; Travel season; Weather season; Business cycle; Other - Rule: Local calendars and income cycles differ. - Ask: When do category needs increase? - Scope: Person or household; category and reference period - Evidence: Voluntary spending diary or consented transaction summaries - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P134 Spending beneficiary - Selection: Multiple - Values: Self; Household; Children; Other relatives; Friends; Community; Employer or business - Rule: The buyer is not necessarily the user. - Ask: Who benefits from the spending? - Scope: Person or household; category and reference period - Evidence: Voluntary spending diary or consented transaction summaries - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P135 Spending change - Selection: Single - Values: Increasing; Stable; Decreasing; Newly started; Stopped; Not measured - Rule: Specify category, comparison period, and price changes. - Ask: Has the spending pattern changed recently? - Scope: Person or household; category and reference period - Evidence: Voluntary spending diary or consented transaction summaries - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P136 Cash and informal spending visibility - Selection: Single - Values: Mostly recorded; Partly recorded; Mostly unrecorded; Unknown - Rule: Missing transaction data is not zero spending. - Ask: Which cash or informal transactions are missing? - Scope: Person or household; category and reference period - Evidence: Voluntary spending diary or consented transaction summaries - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P137 Financial flows outside consumption - Selection: Multiple - Values: Savings; Investments; Loan principal; Taxes; Transfers; Gifts of money; Business capital - Rule: Track separately from consumption; distinguish financing from purchases to avoid double-counting. - Ask: Is this an expense or a movement of funds? - Scope: Person or household; category and reference period - Evidence: Voluntary spending diary or consented transaction summaries - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P138 Spending decision autonomy - Selection: Single - Values: Full control; Shared control; Approval required; Restricted category allowance - Rule: Task-specific; do not infer from gender, age, or household role. - Ask: Who authorizes spending? - Scope: Person or household; category and reference period - Evidence: Voluntary spending diary or consented transaction summaries - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ## 15 Everyday spending categories ### P139 Food and nonalcoholic drinks - Selection: Multiple - Values: Staples; Fresh produce; Prepared groceries; Snacks; Water; Nonalcoholic drinks; Special-diet groceries - Rule: Separate groceries from restaurant services; use local subcategories. - Ask: What matters most in everyday food spending? - Scope: Repeat amount, period, importance, and tier for each category - Evidence: Self-report or permitted spending records; zero is a valid amount - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P140 Housing and shelter - Selection: Multiple - Values: Rent; Housing service costs; Repairs; Shared accommodation fees; Temporary lodging - Rule: Separate asset purchases and loan principal from consumption; maintain local accounting definitions. - Ask: Which housing costs constrain the budget? - Scope: Repeat amount, period, importance, and tier for each category - Evidence: Self-report or permitted spending records; zero is a valid amount - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P141 Utilities and household energy - Selection: Multiple - Values: Electricity; Cooking fuel; Heating fuel; Water; Waste services; Shared utility fees - Rule: Record actual availability and payer. - Ask: Which utility costs matter? - Scope: Repeat amount, period, importance, and tier for each category - Evidence: Self-report or permitted spending records; zero is a valid amount - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P142 Clothing and footwear - Selection: Multiple - Values: Everyday clothing; Workwear; Occasion wear; Footwear; Alterations; Repair; Rental - Rule: Style and functional needs are independent from gender. - Ask: Is fit, durability, price, or expression most important? - Scope: Repeat amount, period, importance, and tier for each category - Evidence: Self-report or permitted spending records; zero is a valid amount - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P143 Household goods and appliances - Selection: Multiple - Values: Furniture; Kitchenware; Appliances; Bedding; Cleaning goods; Tools - Rule: Distinguish new ownership, replacement, and repair. - Ask: Is the purchase necessary, optional, or a replacement? - Scope: Repeat amount, period, importance, and tier for each category - Evidence: Self-report or permitted spending records; zero is a valid amount - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P144 Domestic services - Selection: Multiple - Values: Cleaning; Laundry; Cooking help; Gardening; Maintenance; Household management - Rule: Service use may reflect time or accessibility needs, not status. - Ask: Which household task should be outsourced? - Scope: Repeat amount, period, importance, and tier for each category - Evidence: Self-report or permitted spending records; zero is a valid amount - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P145 Health-related expenses - Selection: Multiple - Values: Routine care; Dental; Vision; Medicines; Assistive products; Therapy; Preventive services - Rule: Restricted voluntary context; do not infer diagnoses or target hardship. - Ask: What access or payment constraints should the service accommodate? - Scope: Repeat amount, period, importance, and tier for each category - Evidence: Self-report or permitted spending records; zero is a valid amount - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P146 Ground transport - Selection: Multiple - Values: Public transit; Taxi; Ride services; Fuel; Parking; Tolls; Bicycle costs; Vehicle upkeep - Rule: Separate vehicle acquisition from ongoing operation. - Ask: What does everyday mobility cost? - Scope: Repeat amount, period, importance, and tier for each category - Evidence: Self-report or permitted spending records; zero is a valid amount - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P147 Vehicle acquisition and access - Selection: Multiple - Values: Purchase; Lease; Rental; Shared vehicle; Subscription; Borrowed access; No vehicle - Rule: Do not equate owning a vehicle with needing another. - Ask: Does the person need ownership or just access? - Scope: Repeat amount, period, importance, and tier for each category - Evidence: Self-report or permitted spending records; zero is a valid amount - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P148 Travel and accommodation - Selection: Multiple - Values: Local trips; Domestic trips; International trips; Accommodation; Package travel; Travel support - Rule: Record purpose, party size, timing, and local currency. - Ask: What travel experience is being funded? - Scope: Repeat amount, period, importance, and tier for each category - Evidence: Self-report or permitted spending records; zero is a valid amount - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P149 Dining and food services - Selection: Multiple - Values: Cafes; Casual dining; Fine dining; Takeaway; Delivery; Catering; Work meals - Rule: Separate actual spending from cuisine interests. - Ask: Is convenience, experience, or price the priority? - Scope: Repeat amount, period, importance, and tier for each category - Evidence: Self-report or permitted spending records; zero is a valid amount - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P150 Communication and connectivity - Selection: Multiple - Values: Mobile plan; Home internet; Data top-ups; Shared connectivity; Calling services; Postal services - Rule: Account for prepaid and shared access. - Ask: What connectivity commitment is manageable? - Scope: Repeat amount, period, importance, and tier for each category - Evidence: Self-report or permitted spending records; zero is a valid amount - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P151 Devices and consumer technology - Selection: Multiple - Values: Phones; Computers; Tablets; Wearables; Audio; Cameras; Accessories; Repair - Rule: Distinguish access, ownership, and upgrade interest. - Ask: Is a device purchase solving a specific limitation? - Scope: Repeat amount, period, importance, and tier for each category - Evidence: Self-report or permitted spending records; zero is a valid amount - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P152 Software and digital services - Selection: Multiple - Values: Productivity; Storage; Creative tools; Security; AI tools; Gaming services; Other - Rule: Record recurring costs, renewal terms, and actual use. - Ask: Which subscription remains useful? - Scope: Repeat amount, period, importance, and tier for each category - Evidence: Self-report or permitted spending records; zero is a valid amount - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P153 Entertainment and culture - Selection: Multiple - Values: Cinema; Streaming; Music; Live shows; Museums; Books; Digital media - Rule: Digital and offline consumption may coexist. - Ask: What entertainment is worth paying for? - Scope: Repeat amount, period, importance, and tier for each category - Evidence: Self-report or permitted spending records; zero is a valid amount - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P154 Sport and recreation - Selection: Multiple - Values: Memberships; Classes; Equipment; Event entry; Outdoor activities; Facility access - Rule: Do not infer participation from viewing sports content. - Ask: Is the person paying to participate, watch, or both? - Scope: Repeat amount, period, importance, and tier for each category - Evidence: Self-report or permitted spending records; zero is a valid amount - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P155 Education and training - Selection: Multiple - Values: School fees; Tuition; Tutoring; Courses; Credentials; Learning materials; Workshops - Rule: May be for self or dependents; record beneficiary. - Ask: What outcome should the education spending achieve? - Scope: Repeat amount, period, importance, and tier for each category - Evidence: Self-report or permitted spending records; zero is a valid amount - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P156 Personal care and grooming - Selection: Multiple - Values: Toiletries; Haircare; Skincare; Grooming; Salon services; Cosmetics - Rule: Self-stated needs only; no gendered spending assumptions. - Ask: Which personal-care benefits matter? - Scope: Repeat amount, period, importance, and tier for each category - Evidence: Self-report or permitted spending records; zero is a valid amount - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P157 Caregiving and social-support services - Selection: Multiple - Values: Childcare; Elder support; Respite; Home assistance; Supported living; Other - Rule: Sensitive service needs; no diagnosis required for a spending category. - Ask: What care support is needed? - Scope: Repeat amount, period, importance, and tier for each category - Evidence: Self-report or permitted spending records; zero is a valid amount - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P158 Insurance and financial-service fees - Selection: Multiple - Values: Insurance premiums; Account fees; Payment fees; Advisory fees; Other service charges - Rule: Do not mix premiums or fees with investment principal or claims. - Ask: Which services are actually being paid for? - Scope: Repeat amount, period, importance, and tier for each category - Evidence: Self-report or permitted spending records; zero is a valid amount - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P159 Pet and animal care - Selection: Multiple - Values: Food; Veterinary services; Grooming; Boarding; Equipment; Training; Working-animal care - Rule: Record type of animal and purpose only when relevant. - Ask: What care or travel constraints are involved? - Scope: Repeat amount, period, importance, and tier for each category - Evidence: Self-report or permitted spending records; zero is a valid amount - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P160 Home improvement and equipment - Selection: Multiple - Values: Renovation; Tools; Energy upgrades; Security equipment; Decor; Landscaping - Rule: Capital improvements may sit outside consumption measures; avoid double-counting. - Ask: Is the project maintenance or an upgrade? - Scope: Repeat amount, period, importance, and tier for each category - Evidence: Self-report or permitted spending records; zero is a valid amount - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P161 Celebrations and gifts - Selection: Multiple - Values: Birthdays; Weddings; Festivals; Anniversaries; Hospitality; Gifts; Other occasions - Rule: A cross-category occasion tag; do not add again to category totals. - Ask: What occasion and recipient shape the choice? - Scope: Repeat amount, period, importance, and tier for each category - Evidence: Self-report or permitted spending records; zero is a valid amount - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P162 Luxury and collectibles spending - Selection: Multiple - Values: Fashion; Jewelry; Watches; Art; Design objects; Vehicles; Experiences; Other - Rule: Cross-category preference tag, not an additional expense division. - Ask: In which category is a premium intentionally chosen? - Scope: Repeat amount, period, importance, and tier for each category - Evidence: Self-report or permitted spending records; zero is a valid amount - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P163 Community support and giving - Selection: Multiple - Values: Donations; Mutual aid; Community projects; Membership contributions; Volunteering expenses - Rule: Cash transfers differ from purchased goods and services. - Ask: Is support financial, practical, or both? - Scope: Repeat amount, period, importance, and tier for each category - Evidence: Self-report or permitted spending records; zero is a valid amount - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P164 Professional and business purchases - Selection: Multiple - Values: Tools; Software; Equipment; Work travel; Training; Office costs; Supplies - Rule: Keep business and personal spending separate; identify reimbursement. - Ask: Is the person buying for work or household use? - Scope: Repeat amount, period, importance, and tier for each category - Evidence: Self-report or permitted spending records; zero is a valid amount - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P165 Agriculture and livelihood inputs - Selection: Multiple - Values: Seeds; Feed; Equipment; Repairs; Storage; Irrigation; Market access; Other - Rule: Business inputs and own-use production need separate accounting. - Ask: Is the purchase for livelihood production? - Scope: Repeat amount, period, importance, and tier for each category - Evidence: Self-report or permitted spending records; zero is a valid amount - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P166 Regulated adult categories - Selection: Multiple - Values: Lawful adult-category spending; None; Not collected - Rule: Aggregate only where necessary and lawful; do not use for minor profiling or infer dependency. - Ask: Is an aggregate category necessary for the research purpose? - Scope: Repeat amount, period, importance, and tier for each category - Evidence: Self-report or permitted spending records; zero is a valid amount - Handling: Sensitive / contextual - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ## 16 Time use & daily rhythm ### P167 Daily activity mix - Selection: Multiple - Values: Paid work; Own-use production; Domestic tasks; Caregiving; Learning; Volunteering; Socializing; Leisure; Personal care - Rule: Inspired by time-use classification; proportions require actual observations. - Ask: Which activities occupy the day? - Scope: Person; dated day or week - Evidence: Time diary or voluntary report; distinguish simultaneous activities - Handling: Personal / minimize - Basis: Time-use reference: ICATUS 2016. Persona bands are authored. https://unstats.un.org/unsd/demographic-social/time-use/icatus-2016/ ### P168 Work and study hours - Selection: Numeric - Values: Hours per day or week; Zero when applicable - Rule: State period and include only defined activities. - Ask: How much time remains outside work or study? - Scope: Person; dated day or week - Evidence: Time diary or voluntary report; distinguish simultaneous activities - Handling: Personal / minimize - Basis: Time-use reference: ICATUS 2016. Persona bands are authored. https://unstats.un.org/unsd/demographic-social/time-use/icatus-2016/ ### P169 Unpaid household-work load - Selection: Single - Values: None; Low; Moderate; High; Highly variable - Rule: Self-defined bands; no gender assumptions. - Ask: Which routine task consumes time? - Scope: Person; dated day or week - Evidence: Time diary or voluntary report; distinguish simultaneous activities - Handling: Personal / minimize - Basis: Time-use reference: ICATUS 2016. Persona bands are authored. https://unstats.un.org/unsd/demographic-social/time-use/icatus-2016/ ### P170 Discretionary time availability - Selection: Single - Values: Very limited; Short occasional gaps; Regular short periods; Regular long periods; Highly variable - Rule: Distinguish available time from desired time. - Ask: How much attention can the person give now? - Scope: Person; dated day or week - Evidence: Time diary or voluntary report; distinguish simultaneous activities - Handling: Personal / minimize - Basis: Time-use reference: ICATUS 2016. Persona bands are authored. https://unstats.un.org/unsd/demographic-social/time-use/icatus-2016/ ### P171 Preferred active hours - Selection: Multiple - Values: Early morning; Morning; Afternoon; Evening; Late night; Variable - Rule: Use local time; do not infer from age or occupation. - Ask: When is interaction convenient? - Scope: Person; dated day or week - Evidence: Time diary or voluntary report; distinguish simultaneous activities - Handling: Personal / minimize - Basis: Time-use reference: ICATUS 2016. Persona bands are authored. https://unstats.un.org/unsd/demographic-social/time-use/icatus-2016/ ### P172 Routine predictability - Selection: Single - Values: Highly regular; Somewhat regular; Frequently changing; Event-driven - Rule: Timing preferences need periodic refresh. - Ask: Should reminders or appointments be flexible? - Scope: Person; dated day or week - Evidence: Time diary or voluntary report; distinguish simultaneous activities - Handling: Personal / minimize - Basis: Time-use reference: ICATUS 2016. Persona bands are authored. https://unstats.un.org/unsd/demographic-social/time-use/icatus-2016/ ### P173 Multitasking context - Selection: Multiple - Values: Focused session; During commute; While caring; During breaks; Background listening; Other - Rule: Design for interruption; do not infer low engagement from context. - Ask: Can the activity be paused and resumed? - Scope: Person; dated day or week - Evidence: Time diary or voluntary report; distinguish simultaneous activities - Handling: Personal / minimize - Basis: Time-use reference: ICATUS 2016. Persona bands are authored. https://unstats.un.org/unsd/demographic-social/time-use/icatus-2016/ ### P174 Time-saving preference - Selection: Scale - Values: Not important; Slightly important; Moderately important; Very important; Essential - Rule: Record willingness to trade effort or money for convenience separately. - Ask: Which step should be simplified? - Scope: Person; dated day or week - Evidence: Time diary or voluntary report; distinguish simultaneous activities - Handling: Personal / minimize - Basis: Time-use reference: ICATUS 2016. Persona bands are authored. https://unstats.un.org/unsd/demographic-social/time-use/icatus-2016/ ### P175 Social and leisure time - Selection: Repeated - Values: Activity; Hours; Frequency; Companions; Setting - Rule: Record chosen activities rather than imposing a lifestyle label. - Ask: How does the person choose to spend free time? - Scope: Person; dated day or week - Evidence: Time diary or voluntary report; distinguish simultaneous activities - Handling: Personal / minimize - Basis: Time-use reference: ICATUS 2016. Persona bands are authored. https://unstats.un.org/unsd/demographic-social/time-use/icatus-2016/ ### P176 Calendar constraints - Selection: Multiple - Values: Work deadlines; School calendar; Care schedules; Community events; Religious observances; Travel; None - Rule: Only self-stated constraints; protect sensitive observance information. - Ask: Which dates or periods must be avoided? - Scope: Person; dated day or week - Evidence: Time diary or voluntary report; distinguish simultaneous activities - Handling: Personal / minimize - Basis: Time-use reference: ICATUS 2016. Persona bands are authored. https://unstats.un.org/unsd/demographic-social/time-use/icatus-2016/ ## 17 Goals, values & motivations ### P177 Primary life priorities - Selection: Multiple - Values: Security; Family; Relationships; Health; Learning; Career; Independence; Creativity; Adventure; Community; Other - Rule: Priorities can coexist, conflict, and change. - Ask: What is most important right now? - Scope: Person; goal and situation-specific - Evidence: Direct questions, interviews, and voluntary ranking; never inferred identity - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P178 Functional outcome sought - Selection: Text - Values: Practical task completed; Problem removed; Capability gained; Time saved; Other outcome - Rule: Describe a concrete desired outcome rather than a demographic label. - Ask: What should this help the person do? - Scope: Person; goal and situation-specific - Evidence: Direct questions, interviews, and voluntary ranking; never inferred identity - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P179 Emotional outcome sought - Selection: Multiple - Values: Reassurance; Enjoyment; Confidence; Calm; Pride; Belonging; Relief; Other - Rule: Voluntary self-description, not hidden-state inference or manipulation. - Ask: How does the person hope to feel afterward? - Scope: Person; goal and situation-specific - Evidence: Direct questions, interviews, and voluntary ranking; never inferred identity - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P180 Social outcome sought - Selection: Multiple - Values: Connect; Collaborate; Support family; Express identity; Participate; Be recognized; No social goal - Rule: Do not equate social expression with status seeking. - Ask: Does the choice affect social participation? - Scope: Person; goal and situation-specific - Evidence: Direct questions, interviews, and voluntary ranking; never inferred identity - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P181 Autonomy preference - Selection: Single - Values: Independent control; Guidance welcome; Shared decisions; Delegation preferred; Depends on task - Rule: Capability and preference are separate. - Ask: How much control does the person want? - Scope: Person; goal and situation-specific - Evidence: Direct questions, interviews, and voluntary ranking; never inferred identity - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P182 Novelty preference - Selection: Single - Values: Familiar options; Proven improvements; Mix of familiar and new; New experiences preferred - Rule: Task-specific preference, not an age-based trait. - Ask: Is novelty a benefit or a concern? - Scope: Person; goal and situation-specific - Evidence: Direct questions, interviews, and voluntary ranking; never inferred identity - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P183 Sustainability priorities - Selection: Multiple - Values: Durability; Repairability; Reuse; Energy use; Packaging; Materials; Local impact; No stated priority - Rule: Stated values and observed spending must be recorded separately. - Ask: Which sustainability attribute affects the decision? - Scope: Person; goal and situation-specific - Evidence: Direct questions, interviews, and voluntary ranking; never inferred identity - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P184 Ethical purchasing priorities - Selection: Multiple - Values: Labor practices; Animal welfare; Supply transparency; Local livelihoods; Community impact; Other - Rule: Record stated criteria without inferring ideology or judging choices. - Ask: What sourcing evidence is important? - Scope: Person; goal and situation-specific - Evidence: Direct questions, interviews, and voluntary ranking; never inferred identity - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P185 Convenience versus control - Selection: Single - Values: Maximum convenience; Maximum control; Balanced; Task-dependent - Rule: Do not assume a universal preference across categories. - Ask: Should this be automated or configurable? - Scope: Person; goal and situation-specific - Evidence: Direct questions, interviews, and voluntary ranking; never inferred identity - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P186 Possessions versus experiences - Selection: Single - Values: Possessions prioritized; Experiences prioritized; Balanced; Category-dependent - Rule: Neither implies a particular income class. - Ask: Where does discretionary value come from? - Scope: Person; goal and situation-specific - Evidence: Direct questions, interviews, and voluntary ranking; never inferred identity - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P187 Long-term aspirations - Selection: Text - Values: Self-described education, family, work, home, creative, or lifestyle goal - Rule: Record aspirations as statements, not predicted outcomes. - Ask: What future goal does this decision support? - Scope: Person; goal and situation-specific - Evidence: Direct questions, interviews, and voluntary ranking; never inferred identity - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P188 Unacceptable trade-offs - Selection: Multiple - Values: Budget overrun; Privacy loss; Time burden; Poor fit; Reliability concerns; Maintenance burden; Other - Rule: Let people state their own limits. - Ask: What would rule out an option immediately? - Scope: Person; goal and situation-specific - Evidence: Direct questions, interviews, and voluntary ranking; never inferred identity - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ## 18 Decision style & trade-offs ### P189 Decision pace - Selection: Single - Values: Immediate; Same day; Several days; Weeks; Months; No deadline - Rule: Measure for the current decision; not a stable trait. - Ask: How much deliberation time is expected? - Scope: Specific task, not a permanent personality diagnosis - Evidence: Self-report plus permitted observation of decision tasks - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P190 Research depth - Selection: Single - Values: Minimal; A few checks; Several comparisons; Extensive research; Specialist assessment - Rule: Not an intelligence or sophistication ranking. - Ask: How much supporting detail is useful? - Scope: Specific task, not a permanent personality diagnosis - Evidence: Self-report plus permitted observation of decision tasks - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P191 Choice-set preference - Selection: Single - Values: One strong option; Small shortlist; Broad choice; Full catalog; Guidance needed - Rule: Preference may change with category knowledge. - Ask: How many alternatives should be presented? - Scope: Specific task, not a permanent personality diagnosis - Evidence: Self-report plus permitted observation of decision tasks - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P192 Decision criteria importance - Selection: Repeated - Values: Criterion; Importance; Evidence needed; Deal-breaker status - Rule: Use explicit weights only when supplied or elicited; do not invent scores. - Ask: Which criteria matter most? - Scope: Specific task, not a permanent personality diagnosis - Evidence: Self-report plus permitted observation of decision tasks - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P193 Evidence preference - Selection: Multiple - Values: Specifications; Demonstration; Independent testing; Owner experience; Professional advice; Trial; Warranty - Rule: Different evidence can answer different questions. - Ask: What would make a claim credible? - Scope: Specific task, not a permanent personality diagnosis - Evidence: Self-report plus permitted observation of decision tasks - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P194 Uncertainty tolerance - Selection: Single - Values: Needs strong certainty; Accepts limited uncertainty; Comfortable experimenting; Varies by stakes - Rule: Context-specific self-report; no psychological diagnosis. - Ask: What uncertainty needs resolving? - Scope: Specific task, not a permanent personality diagnosis - Evidence: Self-report plus permitted observation of decision tasks - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P195 Consultation preference - Selection: Multiple - Values: Self-directed; Partner; Family; Friends; Peers; Specialist; Community - Rule: Record actual chosen advisors, not identity-based assumptions. - Ask: Whose input is wanted? - Scope: Specific task, not a permanent personality diagnosis - Evidence: Self-report plus permitted observation of decision tasks - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P196 Option elimination method - Selection: Multiple - Values: Budget filter; Must-have filter; Availability; Evidence quality; Trial results; Personal preference - Rule: Describe the method rather than prescribing a winner. - Ask: What removes an option from the shortlist? - Scope: Specific task, not a permanent personality diagnosis - Evidence: Self-report plus permitted observation of decision tasks - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P197 Reversibility preference - Selection: Scale - Values: Not important; Slightly important; Moderately important; Very important; Essential - Rule: May motivate trials, returns, or shorter commitments. - Ask: How important is the ability to change the decision? - Scope: Specific task, not a permanent personality diagnosis - Evidence: Self-report plus permitted observation of decision tasks - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P198 Decision confidence - Selection: Single - Values: Confident; Mostly confident; Unsure; Needs more information; Decision paused - Rule: Self-reported current state, not inferred emotion. - Ask: What information would increase confidence? - Scope: Specific task, not a permanent personality diagnosis - Evidence: Self-report plus permitted observation of decision tasks - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ## 19 Interest intensity & participation ### P199 Interest topic hierarchy - Selection: Repeated - Values: Domain; Topic; Subtopic; Local or niche label - Rule: Open hierarchy accommodates any interest, not just the examples in this library. - Ask: What exactly is the person interested in? - Scope: One interest at a time; reference period required - Evidence: Self-reported interests; consented activity evidence - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P200 Interest strength - Selection: Single - Values: No interest; Curious; Casual interest; Active interest; Deep enthusiast; Professional involvement - Rule: Professional involvement and enthusiasm need not coincide. - Ask: How deeply does the person engage? - Scope: One interest at a time; reference period required - Evidence: Self-reported interests; consented activity evidence - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P201 Participation mode - Selection: Multiple - Values: Reads or watches; Discusses; Practices; Creates; Competes; Collects; Teaches; Organizes - Rule: Watching an activity is not evidence of practicing it. - Ask: What does participation actually involve? - Scope: One interest at a time; reference period required - Evidence: Self-reported interests; consented activity evidence - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P202 Interest recency - Selection: Single - Values: Current; Recently started; Seasonal; Long-standing; Dormant; Former interest - Rule: A historical interest may no longer be relevant. - Ask: Is this interest active now? - Scope: One interest at a time; reference period required - Evidence: Self-reported interests; consented activity evidence - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P203 Interest frequency - Selection: Single - Values: Daily; Weekly; Monthly; Seasonal; Occasional; Rare - Rule: Record the activity and period. - Ask: How often does engagement occur? - Scope: One interest at a time; reference period required - Evidence: Self-reported interests; consented activity evidence - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P204 Interest spending commitment - Selection: Single - Values: No spending; Occasional small spend; Regular budget; Major priority; Not measured - Rule: Amount bands require local context; do not infer income. - Ask: Is interest accompanied by spending? - Scope: One interest at a time; reference period required - Evidence: Self-reported interests; consented activity evidence - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P205 Interest expertise - Selection: Single - Values: Beginner; Developing; Experienced; Advanced; Specialist - Rule: Self-description or task evidence; separate from education and age. - Ask: What level of detail would be useful? - Scope: One interest at a time; reference period required - Evidence: Self-reported interests; consented activity evidence - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P206 Interest community affiliation - Selection: Text - Values: Named club; Informal group; Online community; Solo participation; No affiliation - Rule: Avoid collecting private group memberships without a valid purpose and permission. - Ask: Where does the person share the interest? - Scope: One interest at a time; reference period required - Evidence: Self-reported interests; consented activity evidence - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P207 Interest goals - Selection: Multiple - Values: Enjoyment; Skill; Social connection; Achievement; Income; Identity expression; Contribution - Rule: Let the person select multiple motivations. - Ask: Why does this interest matter? - Scope: One interest at a time; reference period required - Evidence: Self-reported interests; consented activity evidence - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ## 20 Interest domains & subtopics ### P208 Sports interests - Selection: Multiple - Values: Association football; Cricket; Basketball; Volleyball; Rugby; Baseball; Hockey; Racquet sports; Athletics; Combat sports; Motorsport; Other - Rule: Distinguish watching, playing, coaching, and collecting. - Ask: Which sport and participation mode matter? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P209 Fitness and movement interests - Selection: Multiple - Values: Walking; Running; Strength training; Cycling; Swimming; Yoga; Dance; Group classes; Adaptive movement - Rule: Interest does not establish fitness level or medical status. - Ask: Which activity does the person enjoy? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P210 Outdoor and nature interests - Selection: Multiple - Values: Hiking; Camping; Birdwatching; Gardening; Climbing; Water recreation; Conservation; Nature photography - Rule: Separate interest from equipment ownership and access. - Ask: What setting and equipment are relevant? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P211 Travel interests - Selection: Multiple - Values: Local exploration; Culture; Food; Nature; Adventure; Relaxation; Heritage; Family trips; Long stays - Rule: Desired travel is not observed travel frequency. - Ask: What kind of trip is appealing? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P212 Food and cooking interests - Selection: Multiple - Values: Home cooking; Baking; Regional cuisines; Street food; Fine dining; Food science; Preservation; Gardening for food - Rule: Cuisine interest does not determine nationality or religion. - Ask: Which food topics or experiences are interesting? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P213 Music interests - Selection: Multiple - Values: Local genres; Classical; Folk; Popular music; Jazz; Electronic; Hip-hop; Rock; Devotional by choice; Other - Rule: Use an open genre vocabulary; do not infer beliefs from listening. - Ask: Does the person listen, perform, produce, or collect? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P214 Film and television interests - Selection: Multiple - Values: Drama; Comedy; Documentary; Animation; Regional cinema; Science fiction; Thriller; Reality; Other - Rule: Age suitability and local content preferences are separate. - Ask: Which genres and languages are preferred? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P215 Reading and literature interests - Selection: Multiple - Values: Fiction; Nonfiction; Poetry; Comics; Biography; History; Technical reading; Local literature - Rule: Reading preference does not imply education level. - Ask: Which subject, format, and depth are appealing? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P216 Visual art and design interests - Selection: Multiple - Values: Drawing; Painting; Sculpture; Digital art; Architecture; Graphic design; Interior design; Exhibitions - Rule: Distinguish making, studying, viewing, and buying art. - Ask: Is the person creating or appreciating? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P217 Performance interests - Selection: Multiple - Values: Theater; Dance; Comedy; Traditional performance; Opera; Musical theater; Public speaking - Rule: Local traditions and self-described subgenres remain open. - Ask: Does the person attend or perform? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P218 Photography and video interests - Selection: Multiple - Values: Phone photography; Portraits; Landscape; Documentary; Video creation; Editing; Equipment - Rule: Equipment interest alone is not a purchase signal. - Ask: What does the person want to capture or create? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P219 Crafts and making interests - Selection: Multiple - Values: Sewing; Knitting; Woodwork; Pottery; Jewelry making; Model making; Paper crafts; Repair - Rule: Skills and equipment access are separate dimensions. - Ask: What project is underway? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P220 Fashion and style interests - Selection: Multiple - Values: Everyday style; Streetwear; Formalwear; Modest style; Traditional dress; Vintage; Design; Accessories - Rule: Styles are not assigned by gender, religion, or income. - Ask: What aesthetic does the person choose? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P221 Beauty and grooming interests - Selection: Multiple - Values: Skincare; Haircare; Makeup; Fragrance; Grooming; Nail care; Personal-care routines - Rule: Interest is open to any identity; avoid appearance-based inference. - Ask: What routine or technique is being explored? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P222 Home and interiors interests - Selection: Multiple - Values: Decor; Organization; Renovation; Furniture; Lighting; Small-space living; Smart home; Gardening - Rule: Renting does not preclude interest in home design. - Ask: Which home project or style matters? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P223 Technology interests - Selection: Multiple - Values: Consumer devices; Software; AI; Robotics; Electronics; Cybersecurity; Open source; Emerging technology - Rule: Do not equate interest with expertise or tool adoption. - Ask: What technology topic is being explored? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P224 Science and discovery interests - Selection: Multiple - Values: Space; Physics; Biology; Chemistry; Earth science; Mathematics; Environment; Citizen science - Rule: Include informal curiosity as well as professional study. - Ask: Which scientific question attracts interest? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P225 Gaming interests - Selection: Multiple - Values: Mobile; Console; PC; Tabletop; Puzzles; Strategy; Role-playing; Esports; Social gaming - Rule: Separate playing, watching, creating, and competitive participation. - Ask: What kind of gaming experience is preferred? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P226 Vehicles and mobility interests - Selection: Multiple - Values: Cars; Motorcycles; Bicycles; Public transport; EVs; Restoration; Vehicle design; Accessible mobility - Rule: Enthusiasm does not establish ownership or purchase intent. - Ask: Is this an interest, practical need, or active purchase? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P227 Business and entrepreneurship interests - Selection: Multiple - Values: Starting a business; Operations; Marketing; Product building; Leadership; Freelancing; Local enterprise - Rule: Do not assume the person owns a business. - Ask: Which business challenge is being explored? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P228 Money and economic-learning interests - Selection: Multiple - Values: Budgeting; Saving; Economic literacy; Investing education; Retirement learning; Business finance; Consumer rights - Rule: Educational interest only; no financial recommendation or suitability inference. - Ask: What financial concept does the person want to understand? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P229 History and heritage interests - Selection: Multiple - Values: Local history; Family history; Archaeology; Museums; Architecture; Oral traditions; Cultural preservation - Rule: Do not infer ancestry or identity from interest. - Ask: Which history or heritage topic is relevant? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P230 Language and cultural-learning interests - Selection: Multiple - Values: Language study; Translation; Literature; Cultural exchange; Calligraphy; Local traditions; Sign languages - Rule: Separate curiosity, proficiency, and cultural identity. - Ask: Which language or cultural skill is being learned? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P231 Philosophy and reflective interests - Selection: Multiple - Values: Ethics; Philosophy; Meditation; Meaning; Comparative belief study; Personal reflection - Rule: Voluntary topic interest; not a religious or psychological classification. - Ask: Which ideas does the person choose to explore? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P232 Community and civic participation interests - Selection: Multiple - Values: Volunteering; Local services; Community projects; Accessibility; Public spaces; Mutual aid - Rule: Do not infer voting preferences or political affiliation. - Ask: What community activity interests the person? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P233 Relationships and family-learning interests - Selection: Multiple - Values: Communication; Parenting education; Caregiving; Friendship; Family activities; Relationship skills - Rule: Interest is not evidence of marital status, pregnancy, or personal difficulty. - Ask: What topic does the person choose to learn about? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P234 Animals and pet interests - Selection: Multiple - Values: Pet care; Animal behavior; Wildlife; Conservation; Equestrian activities; Aquatic life; Working animals - Rule: Interest does not prove animal ownership. - Ask: Is the person caring for an animal or exploring a topic? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P235 Agriculture and growing interests - Selection: Multiple - Values: Home gardening; Farming; Livestock; Beekeeping; Aquaculture; Soil; Food systems; Rural enterprise - Rule: Distinguish livelihood activity, study, and recreation. - Ask: What growing or production activity matters? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P236 Wellbeing interests - Selection: Multiple - Values: Sleep routines; Relaxation; Everyday movement; Food literacy; Work-life balance; Supportive habits - Rule: Interest does not identify a condition; no diagnosis or treatment assumptions. - Ask: Which everyday routine is the person exploring? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P237 Collecting interests - Selection: Multiple - Values: Art; Books; Coins; Stamps; Watches; Memorabilia; Toys; Antiques; Digital collectibles; Other - Rule: Collecting is not evidence of wealth or investment suitability. - Ask: What is collected, and why? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P238 Events and social-experience interests - Selection: Multiple - Values: Festivals; Concerts; Sports events; Workshops; Meetups; Community celebrations; Exhibitions - Rule: Participation may be occasional and budget-independent. - Ask: Which type of shared experience is appealing? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P239 Specialist or emerging interests - Selection: Text - Values: Any niche topic; Local tradition; New activity; Cross-domain interest - Rule: Add domain, subtopic, and self-description instead of forcing a closest match. - Ask: What interest is missing from the current vocabulary? - Scope: Multiple interests allowed; open-ended global vocabulary - Evidence: Voluntary selection; do not infer identity, beliefs, health, or buying intent - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ## 21 Leisure & lifestyle patterns ### P240 Leisure setting preference - Selection: Multiple - Values: At home; Outdoors; Local venues; Travel; Online; Mixed - Rule: Preference and practical access are separate. - Ask: Where does the person like to spend leisure time? - Scope: Situation and recent period - Evidence: Voluntary report; avoid fixed lifestyle stereotypes - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P241 Social setting preference - Selection: Single - Values: Solo; One-to-one; Small group; Large group; Varies - Rule: Not a clinical personality assessment. - Ask: What group size is comfortable for this activity? - Scope: Situation and recent period - Evidence: Voluntary report; avoid fixed lifestyle stereotypes - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P242 Activity intensity preference - Selection: Single - Values: Restful; Light activity; Moderate activity; Intense activity; Mixed - Rule: Activity preference is not a health or fitness diagnosis. - Ask: How active should the experience be? - Scope: Situation and recent period - Evidence: Voluntary report; avoid fixed lifestyle stereotypes - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P243 Planning spontaneity - Selection: Single - Values: Detailed plan; Loose plan; Spontaneous; Depends on occasion - Rule: Record per activity rather than as a permanent trait. - Ask: Does the person prefer advance planning? - Scope: Situation and recent period - Evidence: Voluntary report; avoid fixed lifestyle stereotypes - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P244 Home-centered versus out-of-home - Selection: Single - Values: Mostly home-centered; Balanced; Mostly outside home; Situation-dependent - Rule: May reflect constraints rather than preference. - Ask: Is staying home a choice or a requirement? - Scope: Situation and recent period - Evidence: Voluntary report; avoid fixed lifestyle stereotypes - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P245 Membership participation - Selection: Multiple - Values: Clubs; Gyms; Libraries; Community groups; Professional networks; Subscription communities; None - Rule: Membership is not proof of frequent participation. - Ask: Which memberships are actually used? - Scope: Situation and recent period - Evidence: Voluntary report; avoid fixed lifestyle stereotypes - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P246 Creative expression - Selection: Multiple - Values: Writing; Making; Performing; Designing; Cooking; Photography; Other; No stated activity - Rule: Creative expression can occur without paid hobbies. - Ask: How does the person express creativity? - Scope: Situation and recent period - Evidence: Voluntary report; avoid fixed lifestyle stereotypes - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P247 Sharing versus private enjoyment - Selection: Single - Values: Mostly private; Close circle; Community sharing; Public sharing; Varies - Rule: Do not publish private activity without permission. - Ask: Is sharing part of the experience? - Scope: Situation and recent period - Evidence: Voluntary report; avoid fixed lifestyle stereotypes - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P248 Lifestyle changes sought - Selection: Text - Values: More time; Less clutter; More activity; Greater connection; Simpler routines; Other - Rule: A stated aspiration, not a claim that change is needed. - Ask: What does the person want to change? - Scope: Situation and recent period - Evidence: Voluntary report; avoid fixed lifestyle stereotypes - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ## 22 Food, dining & everyday preferences ### P249 Eating pattern - Selection: Multiple - Values: Omnivorous; Vegetarian; Vegan; Pescatarian; Flexitarian; Other self-description - Rule: Allow variation by day and setting; do not infer beliefs. - Ask: Which options should be included? - Scope: Person or household; stated requirements - Evidence: Self-report of practical needs; no identity or health inference - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P250 Ingredient exclusions - Selection: Text - Values: Named ingredients to avoid; No exclusions; Not stated - Rule: Treat safety-related exclusions carefully; do not infer a diagnosis. - Ask: What must be excluded? - Scope: Person or household; stated requirements - Evidence: Self-report of practical needs; no identity or health inference - Handling: Sensitive / contextual - Basis: Data-minimization design reference: ICO. Not a global legal-compliance checklist. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/data-protection-principles/a-guide-to-the-data-protection-principles/ ### P251 Cuisine preferences - Selection: Multiple - Values: Any named local or international cuisine; Mixed cuisines; Open to discovery - Rule: No globally exhaustive cuisine list; record self-described preferences. - Ask: Which cuisines are appealing? - Scope: Person or household; stated requirements - Evidence: Self-report of practical needs; no identity or health inference - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P252 Food preparation responsibility - Selection: Single - Values: Usually prepares; Shares preparation; Others prepare; Mostly buys prepared food; Varies - Rule: Do not assign by gender or household role. - Ask: Who prepares meals? - Scope: Person or household; stated requirements - Evidence: Self-report of practical needs; no identity or health inference - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P253 Cooking capability and equipment - Selection: Repeated - Values: Skill; Equipment available; Time; Kitchen access - Rule: Capability differs from interest in cooking. - Ask: What can realistically be prepared? - Scope: Person or household; stated requirements - Evidence: Self-report of practical needs; no identity or health inference - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P254 Dining occasion - Selection: Multiple - Values: Routine meal; Work meal; Family meal; Celebration; Social outing; Solo dining; Travel meal - Rule: The same person may choose different price tiers by occasion. - Ask: What is the meal occasion? - Scope: Person or household; stated requirements - Evidence: Self-report of practical needs; no identity or health inference - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P255 Convenience-food preference - Selection: Single - Values: Cook from scratch; Meal components; Ready-to-eat; Delivery; Mixed - Rule: Preference may be constrained by time or facilities. - Ask: Which preparation effort is acceptable? - Scope: Person or household; stated requirements - Evidence: Self-report of practical needs; no identity or health inference - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P256 Taste and sensory preferences - Selection: Multiple - Values: Mild; Spicy; Sweet; Sour; Bitter; Savory; Texture-specific; Other - Rule: Record actual preferences without cultural stereotypes. - Ask: Which tastes or textures are preferred? - Scope: Person or household; stated requirements - Evidence: Self-report of practical needs; no identity or health inference - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P257 Food sourcing priorities - Selection: Multiple - Values: Price; Freshness; Local origin; Seasonality; Convenience; Ingredient transparency; Other - Rule: Stated priorities are not observed spending unless measured. - Ask: What matters most when choosing food? - Scope: Person or household; stated requirements - Evidence: Self-report of practical needs; no identity or health inference - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P258 Dining service needs - Selection: Multiple - Values: Accessible seating; Quiet setting; Child-friendly setup; Quick service; Group seating; Takeaway; None - Rule: Ask practical needs rather than inferring a family or disability persona. - Ask: What must the dining experience accommodate? - Scope: Person or household; stated requirements - Evidence: Self-report of practical needs; no identity or health inference - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ## 23 Mobility & travel behavior ### P259 Everyday transport modes - Selection: Multiple - Values: Walking; Cycling; Public transit; Private vehicle; Shared vehicle; Ride service; Assisted transport; Other - Rule: Access does not imply ownership or preference. - Ask: How does the person usually get around? - Scope: Person or household; trip and reference period - Evidence: Self-report; coarse route context only - Handling: Personal / minimize - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P260 Vehicle access - Selection: Single - Values: Own vehicle; Household-shared; Employer-provided; Rental or shared service; Borrowed; No access - Rule: Separate driver, passenger, payer, and owner. - Ask: Is reliable vehicle access available? - Scope: Person or household; trip and reference period - Evidence: Self-report; coarse route context only - Handling: Personal / minimize - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P261 Commute pattern - Selection: Single - Values: No regular commute; Short local; Longer daily; Several sites; Overnight travel; Variable - Rule: Use actual distance or time when needed; labels are not geographic standards. - Ask: What travel task needs solving? - Scope: Person or household; trip and reference period - Evidence: Self-report; coarse route context only - Handling: Personal / minimize - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P262 Commute distance or duration - Selection: Repeated - Values: Distance; Unit; One-way or round-trip; Minutes; Days per week - Rule: Keep time, distance, and frequency separate. - Ask: What is the real travel load? - Scope: Person or household; trip and reference period - Evidence: Self-report; coarse route context only - Handling: Personal / minimize - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P263 Trip purpose - Selection: Multiple - Values: Work; Education; Caregiving; Shopping; Health services; Leisure; Family visit; Other - Rule: One trip can serve several purposes. - Ask: Why is the trip being made? - Scope: Person or household; trip and reference period - Evidence: Self-report; coarse route context only - Handling: Personal / minimize - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P264 Travel party - Selection: Multiple - Values: Solo; Partner; Friends; Children; Extended family; Colleagues; Assisted group - Rule: Record relevant practical needs without inferring relationships. - Ask: Who is traveling? - Scope: Person or household; trip and reference period - Evidence: Self-report; coarse route context only - Handling: Personal / minimize - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P265 Travel frequency - Selection: Single - Values: Never in period; Once; Several times yearly; Monthly; Weekly; More often - Rule: Specify local, domestic, or international travel and period. - Ask: How frequently must travel be supported? - Scope: Person or household; trip and reference period - Evidence: Self-report; coarse route context only - Handling: Personal / minimize - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P266 Travel planning lead time - Selection: Single - Values: Same day; Under 1 week; 1-4 weeks; 1-3 months; More than 3 months - Rule: Authored planning bands; occasion-dependent. - Ask: How far ahead does planning begin? - Scope: Person or household; trip and reference period - Evidence: Self-report; coarse route context only - Handling: Personal / minimize - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P267 Accommodation preference - Selection: Multiple - Values: Family or friends; Budget lodging; Apartment; Hotel; Resort; Camping; Accessible accommodation; Other - Rule: Preference and available budget remain separate. - Ask: What type of stay fits the need? - Scope: Person or household; trip and reference period - Evidence: Self-report; coarse route context only - Handling: Personal / minimize - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P268 Travel constraints - Selection: Multiple - Values: Budget; Time; Documentation; Care responsibilities; Accessibility; Route availability; Other - Rule: Collect practical constraints, not detailed legal or medical status unless essential. - Ask: What could prevent the trip? - Scope: Person or household; trip and reference period - Evidence: Self-report; coarse route context only - Handling: Personal / minimize - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ### P269 Vehicle and travel feature requirements - Selection: Multiple - Values: Cargo capacity; Seating; Child-seat fit; Accessibility; Range; Charging; Comfort; Reliability - Rule: Direct requirements generate relevant questions; demographics alone do not. - Ask: Which features are nonnegotiable? - Scope: Person or household; trip and reference period - Evidence: Self-report; coarse route context only - Handling: Personal / minimize - Basis: Consumption reference: COICOP 2018. Persona fields and bands are authored, not an official crosswalk. https://unstats.un.org/unsd/classifications/Econ ## 24 Accessibility & support needs ### P270 Visual access needs - Selection: Multiple - Values: Larger text; High contrast; Screen reader; Magnification; Nonvisual alternatives; No stated need - Rule: Do not infer a diagnosis from an accommodation preference. - Ask: Which visual presentation options are needed? - Scope: Task-specific needs; voluntary, not diagnostic - Evidence: Self-stated accommodation needs; accessibility testing - Handling: Sensitive / support only - Basis: Accessibility reference: W3C WAI. Options describe support needs, not diagnoses. https://www.w3.org/WAI/fundamentals/accessibility-intro/ ### P271 Auditory access needs - Selection: Multiple - Values: Captions; Transcript; Sign-language support; Visual alerts; Volume control; No stated need - Rule: Support may also be situational, such as a noisy environment. - Ask: Must information be available without sound? - Scope: Task-specific needs; voluntary, not diagnostic - Evidence: Self-stated accommodation needs; accessibility testing - Handling: Sensitive / support only - Basis: Accessibility reference: W3C WAI. Options describe support needs, not diagnoses. https://www.w3.org/WAI/fundamentals/accessibility-intro/ ### P272 Motor and input needs - Selection: Multiple - Values: Keyboard access; Voice control; Switch access; Larger controls; Reduced precision; Alternative input - Rule: Record the desired interaction, not a medical label. - Ask: How should controls be operated? - Scope: Task-specific needs; voluntary, not diagnostic - Evidence: Self-stated accommodation needs; accessibility testing - Handling: Sensitive / support only - Basis: Accessibility reference: W3C WAI. Options describe support needs, not diagnoses. https://www.w3.org/WAI/fundamentals/accessibility-intro/ ### P273 Cognitive and learning support - Selection: Multiple - Values: Plain language; Short steps; Consistent layout; Memory aids; Extra time; Reduced distraction - Rule: Self-stated support only; not an intelligence score. - Ask: What would make the task easier to understand? - Scope: Task-specific needs; voluntary, not diagnostic - Evidence: Self-stated accommodation needs; accessibility testing - Handling: Sensitive / support only - Basis: Accessibility reference: W3C WAI. Options describe support needs, not diagnoses. https://www.w3.org/WAI/fundamentals/accessibility-intro/ ### P274 Speech and communication access - Selection: Multiple - Values: Text chat; Alternative communication; Interpreter; Asynchronous communication; Voice communication - Rule: Voice-only experiences may not meet the stated need. - Ask: Which communication methods should be supported? - Scope: Task-specific needs; voluntary, not diagnostic - Evidence: Self-stated accommodation needs; accessibility testing - Handling: Sensitive / support only - Basis: Accessibility reference: W3C WAI. Options describe support needs, not diagnoses. https://www.w3.org/WAI/fundamentals/accessibility-intro/ ### P275 Sensory environment preferences - Selection: Multiple - Values: Quiet; Reduced motion; Lower light; Low fragrance; Fewer visual distractions; Flexible environment - Rule: A preference does not establish neurotype or diagnosis. - Ask: What environment is comfortable? - Scope: Task-specific needs; voluntary, not diagnostic - Evidence: Self-stated accommodation needs; accessibility testing - Handling: Sensitive / support only - Basis: Accessibility reference: W3C WAI. Options describe support needs, not diagnoses. https://www.w3.org/WAI/fundamentals/accessibility-intro/ ### P276 Physical service access - Selection: Multiple - Values: Step-free access; Seating; Rest breaks; Accessible toilet; Delivery; Assisted service; No stated need - Rule: Record concrete facility or service requirements. - Ask: What must the physical service provide? - Scope: Task-specific needs; voluntary, not diagnostic - Evidence: Self-stated accommodation needs; accessibility testing - Handling: Sensitive / support only - Basis: Accessibility reference: W3C WAI. Options describe support needs, not diagnoses. https://www.w3.org/WAI/fundamentals/accessibility-intro/ ### P277 Assistive-technology compatibility - Selection: Text - Values: User-named device or software; Compatibility requirement; No stated requirement - Rule: Collect only the compatibility detail needed for testing. - Ask: Which assistive technology must work? - Scope: Task-specific needs; voluntary, not diagnostic - Evidence: Self-stated accommodation needs; accessibility testing - Handling: Sensitive / support only - Basis: Accessibility reference: W3C WAI. Options describe support needs, not diagnoses. https://www.w3.org/WAI/fundamentals/accessibility-intro/ ### P278 Temporary or situational constraints - Selection: Multiple - Values: Injury-related support; Hands occupied; Bright light; Noisy setting; Fatigue; Low connectivity - Rule: Context may be temporary; avoid making it a permanent identity label. - Ask: What is making this task harder right now? - Scope: Task-specific needs; voluntary, not diagnostic - Evidence: Self-stated accommodation needs; accessibility testing - Handling: Sensitive / support only - Basis: Accessibility reference: W3C WAI. Options describe support needs, not diagnoses. https://www.w3.org/WAI/fundamentals/accessibility-intro/ ### P279 Health-related service requirements - Selection: Text - Values: Voluntarily stated service constraint or accommodation; Not collected - Rule: No diagnoses or treatment recommendations are generated by this framework. - Ask: What practical support is needed? - Scope: Task-specific needs; voluntary, not diagnostic - Evidence: Self-stated accommodation needs; accessibility testing - Handling: Sensitive / support only - Basis: Accessibility reference: W3C WAI. Options describe support needs, not diagnoses. https://www.w3.org/WAI/fundamentals/accessibility-intro/ ### P280 Privacy around accommodations - Selection: Single - Values: Share only with service provider; Share with chosen support person; Do not retain; Other instruction - Rule: Do not disclose sensitive needs in public persona descriptions. - Ask: Who is allowed to see this information? - Scope: Task-specific needs; voluntary, not diagnostic - Evidence: Self-stated accommodation needs; accessibility testing - Handling: Sensitive / support only - Basis: Accessibility reference: W3C WAI. Options describe support needs, not diagnoses. https://www.w3.org/WAI/fundamentals/accessibility-intro/ ## 25 Product fit & sensory requirements ### P281 Physical fit requirements - Selection: Text - Values: Relevant dimensions; Size system; Space constraints; Fit preferences - Rule: Measurements may be personal; collect only what is necessary. - Ask: What must fit the body, room, or equipment? - Scope: One product or experience at a time - Evidence: Direct requirements; user-provided measurements where necessary - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P282 Material preferences - Selection: Multiple - Values: Natural materials; Synthetic materials; Metal; Wood; Fabric; Specific materials; No preference - Rule: Material preference is not a medical or cultural identity. - Ask: Which materials are preferred or excluded? - Scope: One product or experience at a time - Evidence: Direct requirements; user-provided measurements where necessary - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P283 Style and aesthetics - Selection: Multiple - Values: Minimal; Traditional; Contemporary; Colorful; Neutral; Ornate; Functional; Eclectic; Self-description - Rule: Style is open and not assigned from age, gender, or class. - Ask: What visual style does the person choose? - Scope: One product or experience at a time - Evidence: Direct requirements; user-provided measurements where necessary - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P284 Color preferences - Selection: Text - Values: Any named color or palette; No preference; Task-specific requirement - Rule: Ask directly; do not assign gendered colors. - Ask: Which colors are preferred? - Scope: One product or experience at a time - Evidence: Direct requirements; user-provided measurements where necessary - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P285 Sensory product characteristics - Selection: Multiple - Values: Texture; Sound; Smell; Weight; Temperature; Lighting; Tactile feedback - Rule: Differentiate preference from an explicit safety requirement. - Ask: Which sensory properties affect comfort? - Scope: One product or experience at a time - Evidence: Direct requirements; user-provided measurements where necessary - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P286 Durability and maintenance requirements - Selection: Multiple - Values: Long life; Easy repair; Washable; Weather resistance; Low maintenance; Replaceable parts - Rule: Requirements vary by use and environment. - Ask: What conditions must the product withstand? - Scope: One product or experience at a time - Evidence: Direct requirements; user-provided measurements where necessary - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P287 Portability and storage - Selection: Multiple - Values: Pocket-sized; Portable; Foldable; Stackable; Fixed installation; Minimal storage - Rule: Use dimensions or task examples rather than vague suitability claims. - Ask: How will it be moved and stored? - Scope: One product or experience at a time - Evidence: Direct requirements; user-provided measurements where necessary - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P288 Compatibility requirements - Selection: Text - Values: Existing device; Existing system; Household setup; Workplace standard; Other dependency - Rule: Record actual version or specification when needed. - Ask: What must it work with? - Scope: One product or experience at a time - Evidence: Direct requirements; user-provided measurements where necessary - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P289 Ethical and material exclusions - Selection: Text - Values: Explicitly excluded materials, practices, or product characteristics - Rule: Record requirements, not inferred identity or political beliefs. - Ask: What is unacceptable in this product? - Scope: One product or experience at a time - Evidence: Direct requirements; user-provided measurements where necessary - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ## 26 Digital access & devices ### P290 Internet access pattern - Selection: Single - Values: No access; Occasional shared access; Mobile-only; Fixed-only; Both mobile and fixed; Other - Rule: Digital absence is a valid profile, not missing interest or low ability. - Ask: Can the service be used offline? - Scope: Person or household; current availability - Evidence: Self-report and permitted device evidence; include offline populations - Handling: Personal / minimize - Basis: Digital-access context: ITU Facts and Figures 2024; no statistics imported. https://www.itu.int/itu-d/reports/statistics/facts-figures-2024/ ### P291 Device access - Selection: Multiple - Values: Feature phone; Smartphone; Tablet; Computer; Smart TV; Console; Shared device; No personal device - Rule: Access and ownership are distinct. - Ask: Which device can the person actually use? - Scope: Person or household; current availability - Evidence: Self-report and permitted device evidence; include offline populations - Handling: Personal / minimize - Basis: Digital-access context: ITU Facts and Figures 2024; no statistics imported. https://www.itu.int/itu-d/reports/statistics/facts-figures-2024/ ### P292 Primary device for the task - Selection: Single - Values: Feature phone; Smartphone; Tablet; Computer; Other device; Assisted access - Rule: Task-specific; a person may use different devices for work and shopping. - Ask: Which device should the experience prioritize? - Scope: Person or household; current availability - Evidence: Self-report and permitted device evidence; include offline populations - Handling: Personal / minimize - Basis: Digital-access context: ITU Facts and Figures 2024; no statistics imported. https://www.itu.int/itu-d/reports/statistics/facts-figures-2024/ ### P293 Device sharing - Selection: Single - Values: Private device; Shared household device; Shared public device; Employer-managed; Mixed - Rule: Sharing affects privacy and session continuity. - Ask: Is a private session possible? - Scope: Person or household; current availability - Evidence: Self-report and permitted device evidence; include offline populations - Handling: Personal / minimize - Basis: Digital-access context: ITU Facts and Figures 2024; no statistics imported. https://www.itu.int/itu-d/reports/statistics/facts-figures-2024/ ### P294 Connection reliability - Selection: Single - Values: Reliable; Intermittent; Frequently unavailable; Offline - Rule: Record actual experience instead of inferring from country or income. - Ask: Can progress survive a connection loss? - Scope: Person or household; current availability - Evidence: Self-report and permitted device evidence; include offline populations - Handling: Personal / minimize - Basis: Digital-access context: ITU Facts and Figures 2024; no statistics imported. https://www.itu.int/itu-d/reports/statistics/facts-figures-2024/ ### P295 Data affordability and caps - Selection: Single - Values: No meaningful cap; Limited allowance; Pay-per-use; Cost-constrained; Unknown - Rule: Do not assume low use means low interest. - Ask: Is a low-data experience needed? - Scope: Person or household; current availability - Evidence: Self-report and permitted device evidence; include offline populations - Handling: Personal / minimize - Basis: Digital-access context: ITU Facts and Figures 2024; no statistics imported. https://www.itu.int/itu-d/reports/statistics/facts-figures-2024/ ### P296 Access location - Selection: Multiple - Values: Home; Workplace; School; Public facility; Mobile network; Community point; Other - Rule: Avoid precise location tracking. - Ask: Where is access normally available? - Scope: Person or household; current availability - Evidence: Self-report and permitted device evidence; include offline populations - Handling: Personal / minimize - Basis: Digital-access context: ITU Facts and Figures 2024; no statistics imported. https://www.itu.int/itu-d/reports/statistics/facts-figures-2024/ ### P297 Operating environment - Selection: Text - Values: User-named operating system, browser, app, or version - Rule: Keep technical details current; do not infer personal identity from devices. - Ask: Are there compatibility constraints? - Scope: Person or household; current availability - Evidence: Self-report and permitted device evidence; include offline populations - Handling: Personal / minimize - Basis: Digital-access context: ITU Facts and Figures 2024; no statistics imported. https://www.itu.int/itu-d/reports/statistics/facts-figures-2024/ ### P298 Peripheral access - Selection: Multiple - Values: Keyboard; Printer; Camera; Microphone; Headphones; Scanner; Assistive equipment; None - Rule: Ask only for the task's requirements. - Ask: Can the person complete the required input or output? - Scope: Person or household; current availability - Evidence: Self-report and permitted device evidence; include offline populations - Handling: Personal / minimize - Basis: Digital-access context: ITU Facts and Figures 2024; no statistics imported. https://www.itu.int/itu-d/reports/statistics/facts-figures-2024/ ### P299 Offline fallback preference - Selection: Multiple - Values: Phone; SMS; Paper; In-person; Downloadable files; Local agent; None - Rule: The framework must support people outside digital channels. - Ask: What is the fallback channel? - Scope: Person or household; current availability - Evidence: Self-report and permitted device evidence; include offline populations - Handling: Personal / minimize - Basis: Digital-access context: ITU Facts and Figures 2024; no statistics imported. https://www.itu.int/itu-d/reports/statistics/facts-figures-2024/ ## 27 Digital confidence & preferences ### P300 Digital task confidence - Selection: Single - Values: Needs assistance; Can do basic tasks; Comfortable with common tasks; Advanced user; Task-dependent - Rule: Self-report or observation, never inferred from age or schooling. - Ask: Which steps need guidance? - Scope: Task-specific and current - Evidence: Self-report; consented usability observation - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P301 Account and app tolerance - Selection: Single - Values: No account preferred; Account acceptable; App acceptable; Browser only; Assisted setup - Rule: Record preference separately from technical capability. - Ask: Is installation or registration a barrier? - Scope: Task-specific and current - Evidence: Self-report; consented usability observation - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P302 Automation preference - Selection: Single - Values: Manual control; Suggestions only; Automate with approval; Automate selected tasks; Task-dependent - Rule: Do not infer willingness to delegate from device use. - Ask: What can be automated? - Scope: Task-specific and current - Evidence: Self-report; consented usability observation - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P303 Personalization preference - Selection: Single - Values: None; User-configured; Session-only; Saved preferences; Broader personalization with permission - Rule: Respect stated boundaries and do not treat silence as permission. - Ask: Which preferences may be remembered? - Scope: Task-specific and current - Evidence: Self-report; consented usability observation - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P304 Privacy preference - Selection: Multiple - Values: Minimal data; Anonymous browsing; No tracking; Limited retention; Private channels; User-managed controls - Rule: A preference is not a complete record of legal consent. - Ask: What information should not be collected? - Scope: Task-specific and current - Evidence: Self-report; consented usability observation - Handling: Personal / explicit permission - Basis: Data-minimization design reference: ICO. Not a global legal-compliance checklist. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/data-protection-principles/a-guide-to-the-data-protection-principles/ ### P305 Security support needs - Selection: Multiple - Values: Plain explanations; Account recovery help; Fraud-awareness support; Shared-device privacy; Accessible authentication - Rule: Do not identify people as easy fraud targets. - Ask: What would make secure access easier? - Scope: Task-specific and current - Evidence: Self-report; consented usability observation - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P306 Notification preferences - Selection: Multiple - Values: None; Email; SMS; App notification; Messaging; Scheduled summary - Rule: Separate channel preference, timing, and permission. - Ask: How should updates be delivered? - Scope: Task-specific and current - Evidence: Self-report; consented usability observation - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P307 Technology-change preference - Selection: Single - Values: Keep familiar tools; Change when necessary; Adopt after evidence; Experiment willingly; Context-dependent - Rule: Self-reported choice, not a fixed adopter type. - Ask: What would justify switching tools? - Scope: Task-specific and current - Evidence: Self-report; consented usability observation - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ## 28 Social platforms & communities ### P308 Named social platforms used - Selection: Multiple - Values: Facebook; Instagram; YouTube; TikTok; Snapchat; X; Reddit; Pinterest; LinkedIn; Threads; Bluesky; Any other service - Rule: Illustrative names, not a complete platform inventory or global reach ranking. - Ask: Which platforms does this person actually use? - Scope: Each platform separately; local market and period - Evidence: Voluntary platform report or consented records; no private-message scraping - Handling: Personal / minimize - Basis: Illustrative platform names, not popularity or country-availability claims. Open vocabulary; validate locally. https://www.pewresearch.org/internet/fact-sheet/social-media/ ### P309 Messaging platforms used - Selection: Multiple - Values: WhatsApp; Telegram; Signal; LINE; KakaoTalk; WeChat; Zalo; Viber; SMS; Other - Rule: Record actual use; geography or ethnicity does not establish platform preference. - Ask: Which messaging service is chosen? - Scope: Each platform separately; local market and period - Evidence: Voluntary platform report or consented records; no private-message scraping - Handling: Personal / minimize - Basis: Named examples only; no regional adoption assumptions. https://www.line.me/en/ ### P310 Local and regional platform record - Selection: Text - Values: Any local service; ShareChat; Zalo; Bilibili; Other self-named platform - Rule: Open list; verify names and availability in the relevant market. - Ask: Which locally important platform is missing? - Scope: Each platform separately; local market and period - Evidence: Voluntary platform report or consented records; no private-message scraping - Handling: Personal / minimize - Basis: Named examples only; allow any local service. https://sharechat.com/ ### P311 Community platform types - Selection: Multiple - Values: Discussion forum; Private group; Creator community; Professional network; Gaming community; Local neighborhood group; Other - Rule: Membership does not establish trust or buying influence. - Ask: Which community format is useful? - Scope: Each platform separately; local market and period - Evidence: Voluntary platform report or consented records; no private-message scraping - Handling: Personal / minimize - Basis: Illustrative platform names, not popularity or country-availability claims. Open vocabulary; validate locally. https://www.pewresearch.org/internet/fact-sheet/social-media/ ### P312 Platform use frequency - Selection: Repeated - Values: Platform; Never; Less than monthly; Monthly; Weekly; Daily; Multiple times daily - Rule: Record period; do not mix ever-use with daily use. - Ask: How often is each platform used? - Scope: Each platform separately; local market and period - Evidence: Voluntary platform report or consented records; no private-message scraping - Handling: Personal / minimize - Basis: Measurement example only: Pew, US adults, 2025. Not global prevalence or buying influence. https://www.pewresearch.org/internet/fact-sheet/social-media/ ### P313 Platform time spent - Selection: Repeated - Values: Platform; Minutes per day or week; Self-report or device measure - Rule: Usage time is not purchase influence; document measurement method. - Ask: Where is attention actually spent? - Scope: Each platform separately; local market and period - Evidence: Voluntary platform report or consented records; no private-message scraping - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P314 Purpose by platform - Selection: Repeated - Values: Keep in touch; Entertainment; Learning; News; Work; Discovery; Product research; Shopping; Support - Rule: The same platform can serve different purposes. - Ask: What job does each platform perform? - Scope: Each platform separately; local market and period - Evidence: Voluntary platform report or consented records; no private-message scraping - Handling: Personal / minimize - Basis: Illustrative platform names, not popularity or country-availability claims. Open vocabulary; validate locally. https://www.pewresearch.org/internet/fact-sheet/social-media/ ### P315 Participation by platform - Selection: Repeated - Values: Reader or viewer; Commenter; Contributor; Creator; Moderator; Seller; Organizer - Rule: Reading without posting is still participation. - Ask: How does the person participate? - Scope: Each platform separately; local market and period - Evidence: Voluntary platform report or consented records; no private-message scraping - Handling: Personal / minimize - Basis: Illustrative platform names, not popularity or country-availability claims. Open vocabulary; validate locally. https://www.pewresearch.org/internet/fact-sheet/social-media/ ### P316 Platform influence by journey stage - Selection: Repeated - Values: Platform; Discover; Explore; Compare; Decide; Use; Reported influence; Evidence - Rule: A hypothesis is not observed influence; validate the stated pathway. - Ask: Did this platform affect this specific decision? - Scope: Each platform separately; local market and period - Evidence: Voluntary platform report or consented records; no private-message scraping - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P317 Creator-following behavior - Selection: Multiple - Values: No creators followed; Entertainment creators; Subject experts; Local creators; Product reviewers; Peers - Rule: Following does not imply trust or agreement. - Ask: Whose content is chosen, and for what purpose? - Scope: Each platform separately; local market and period - Evidence: Voluntary platform report or consented records; no private-message scraping - Handling: Personal / minimize - Basis: Illustrative platform names, not popularity or country-availability claims. Open vocabulary; validate locally. https://www.pewresearch.org/internet/fact-sheet/social-media/ ### P318 Social sharing preference - Selection: Single - Values: No sharing; Private messages; Small groups; Public posting; Varies by topic - Rule: Do not expose private activity or infer hidden beliefs. - Ask: Where would the person share a question? - Scope: Each platform separately; local market and period - Evidence: Voluntary platform report or consented records; no private-message scraping - Handling: Personal / minimize - Basis: Illustrative platform names, not popularity or country-availability claims. Open vocabulary; validate locally. https://www.pewresearch.org/internet/fact-sheet/social-media/ ### P319 Social commerce activity - Selection: Single - Values: No shopping activity; Discovers products; Researches products; Contacts sellers; Purchases; Sells - Rule: Distinguish each activity and platform; use does not prove transaction completion. - Ask: Does the journey move from content to purchase? - Scope: Each platform separately; local market and period - Evidence: Voluntary platform report or consented records; no private-message scraping - Handling: Personal / minimize - Basis: Illustrative platform names, not popularity or country-availability claims. Open vocabulary; validate locally. https://www.pewresearch.org/internet/fact-sheet/social-media/ ### P320 Group decision support - Selection: Multiple - Values: Owner groups; Hobby groups; Family chats; Professional peers; Local communities; None - Rule: Only use voluntarily shared, relevant community context. - Ask: Which group helps answer practical questions? - Scope: Each platform separately; local market and period - Evidence: Voluntary platform report or consented records; no private-message scraping - Handling: Personal / minimize - Basis: Illustrative platform names, not popularity or country-availability claims. Open vocabulary; validate locally. https://www.pewresearch.org/internet/fact-sheet/social-media/ ### P321 Platform access limitations - Selection: Multiple - Values: No account; No device access; Language barrier; Accessibility barrier; Connectivity; Personal avoidance; Other - Rule: Do not assume missing platform data equals no interest. - Ask: Is the selected channel actually accessible? - Scope: Each platform separately; local market and period - Evidence: Voluntary platform report or consented records; no private-message scraping - Handling: Personal / minimize - Basis: Illustrative platform names, not popularity or country-availability claims. Open vocabulary; validate locally. https://www.pewresearch.org/internet/fact-sheet/social-media/ ## 29 Media & content consumption ### P322 Media channels used - Selection: Multiple - Values: Television; Radio; Print; Websites; Email; Podcasts; Streaming; Social platforms; Messaging; In-person sources - Rule: Include offline media and shared-device access. - Ask: Where does the person get information? - Scope: Channel, format, purpose, and reference period - Evidence: Media diary, self-report, or permissioned analytics - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P323 Preferred content format - Selection: Multiple - Values: Short text; Long article; Images; Short video; Long video; Audio; Live session; Interactive tool; Download - Rule: A format preference can differ by topic. - Ask: What format fits the task? - Scope: Channel, format, purpose, and reference period - Evidence: Media diary, self-report, or permissioned analytics - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P324 Content depth - Selection: Single - Values: Headline or summary; Practical overview; Step-by-step; Detailed analysis; Technical reference - Rule: Do not derive from education or age. - Ask: How much detail is useful? - Scope: Channel, format, purpose, and reference period - Evidence: Media diary, self-report, or permissioned analytics - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P325 Content language by channel - Selection: Repeated - Values: Channel; Language; Script; Translation preference - Rule: Search, entertainment, and support languages may differ. - Ask: Which language belongs in each channel? - Scope: Channel, format, purpose, and reference period - Evidence: Media diary, self-report, or permissioned analytics - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P326 Discovery mechanism - Selection: Multiple - Values: Search; Feed; Recommendation; Subscription; Word of mouth; Browse; Offline event; Direct visit - Rule: Document observed mechanism versus assumed discovery. - Ask: How did the person find this? - Scope: Channel, format, purpose, and reference period - Evidence: Media diary, self-report, or permissioned analytics - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P327 Content consumption mode - Selection: Multiple - Values: Focused reading; Background audio; Shared viewing; Quick scanning; Saving for later; Live participation - Rule: Low dwell time alone does not establish low interest. - Ask: How is content used? - Scope: Channel, format, purpose, and reference period - Evidence: Media diary, self-report, or permissioned analytics - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P328 Live versus on-demand preference - Selection: Single - Values: Live; On-demand; Both; Topic-dependent - Rule: Consider timezone and availability separately. - Ask: Must the content be usable later? - Scope: Channel, format, purpose, and reference period - Evidence: Media diary, self-report, or permissioned analytics - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P329 Subscription willingness - Selection: Single - Values: Free only; Ad-supported; Paid for selected value; Regular paid subscriptions; Undecided - Rule: Ability to pay and willingness to pay are separate. - Ask: What value would justify paying? - Scope: Channel, format, purpose, and reference period - Evidence: Media diary, self-report, or permissioned analytics - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P330 Advertising tolerance - Selection: Single - Values: Avoids ads; Accepts limited ads; Accepts relevant ads; No strong preference - Rule: Preference is not legal consent to tracking. - Ask: What promotion level is acceptable? - Scope: Channel, format, purpose, and reference period - Evidence: Media diary, self-report, or permissioned analytics - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P331 Content credibility checks - Selection: Multiple - Values: Source identity; Date; Evidence; Multiple sources; Author expertise; Disclosure; None stated - Rule: Self-report may differ from observed verification. - Ask: What makes the information trustworthy? - Scope: Channel, format, purpose, and reference period - Evidence: Media diary, self-report, or permissioned analytics - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P332 Content response behavior - Selection: Multiple - Values: Reads only; Saves; Shares; Comments; Asks questions; Contacts provider; Purchases - Rule: Do not treat engagement as a purchase by default. - Ask: What action follows useful content? - Scope: Channel, format, purpose, and reference period - Evidence: Media diary, self-report, or permissioned analytics - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P333 Entertainment versus utility mix - Selection: Single - Values: Mainly entertainment; Mainly practical use; Balanced; Depends on channel - Rule: Record actual purpose rather than assigning a lifestyle stereotype. - Ask: Is the audience seeking enjoyment or a solution? - Scope: Channel, format, purpose, and reference period - Evidence: Media diary, self-report, or permissioned analytics - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ## 30 Search, information & AI behavior ### P334 Search starting point - Selection: Multiple - Values: General search; Marketplace; Social search; Video search; Map or local search; AI assistant; Specialist site; Offline advisor - Rule: No channel is assumed from demographics. - Ask: Where does this task start? - Scope: Query, task, and session-specific - Evidence: Explicit report or permitted logs; illustrative fan-out is not engine telemetry - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P335 Query entry mode - Selection: Multiple - Values: Typed keywords; Full sentence; Voice; Image; Screenshot; Assisted entry; Other - Rule: Access mode and search intent are separate. - Ask: How will the person express the need? - Scope: Query, task, and session-specific - Evidence: Explicit report or permitted logs; illustrative fan-out is not engine telemetry - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P336 Query specificity - Selection: Single - Values: Broad need; Category named; Requirements stated; Shortlist named; Exact item; Troubleshooting detail - Rule: Classify the visible query, not hidden intent. - Ask: What detail is missing from the question? - Scope: Query, task, and session-specific - Evidence: Explicit report or permitted logs; illustrative fan-out is not engine telemetry - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P337 Query intent - Selection: Multiple - Values: Learn; Find a place; Compare; Check eligibility; Buy; Book; Use; Repair; Cancel; Other - Rule: Intents may coexist and change within one session. - Ask: What outcome does the query seek? - Scope: Query, task, and session-specific - Evidence: Explicit report or permitted logs; illustrative fan-out is not engine telemetry - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P338 Information gap - Selection: Multiple - Values: Definitions; Fit; Options; Cost; Availability; Credibility; Process; Aftercare; Other - Rule: Record the missing answer that would move the task forward. - Ask: What does the person still need to know? - Scope: Query, task, and session-specific - Evidence: Explicit report or permitted logs; illustrative fan-out is not engine telemetry - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P339 Search refinement behavior - Selection: Multiple - Values: Adds budget; Adds use case; Adds location; Adds constraints; Changes channel; Asks a person; Stops - Rule: Observe or ask; do not claim these are actual engine-generated subqueries. - Ask: Which clarification is likely to be useful to test? - Scope: Query, task, and session-specific - Evidence: Explicit report or permitted logs; illustrative fan-out is not engine telemetry - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P340 AI-tool adoption for the task - Selection: Single - Values: Never used; Tried; Occasional use; Regular use; Main starting point; Avoids AI - Rule: Usage is task-specific and does not establish trust. - Ask: Is AI part of this workflow? - Scope: Query, task, and session-specific - Evidence: Explicit report or permitted logs; illustrative fan-out is not engine telemetry - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P341 AI task types - Selection: Multiple - Values: Explanation; Brainstorming; Comparison; Drafting; Planning; Data analysis; Coding; Action assistance; Other - Rule: Record actual uses; no product capability claims are implied. - Ask: Which task is delegated to AI? - Scope: Query, task, and session-specific - Evidence: Explicit report or permitted logs; illustrative fan-out is not engine telemetry - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P342 AI verification behavior - Selection: Single - Values: Always checks; Checks important claims; Sometimes checks; Rarely checks; Not applicable - Rule: Self-report or observed task behavior; not a truthfulness score. - Ask: What evidence should accompany an answer? - Scope: Query, task, and session-specific - Evidence: Explicit report or permitted logs; illustrative fan-out is not engine telemetry - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P343 AI action authority preference - Selection: Single - Values: Information only; Draft for review; Recommend options; Prepare action for approval; Limited authorized execution - Rule: Explicit authorization is separate from general tool use. - Ask: What may the assistant do without further approval? - Scope: Query, task, and session-specific - Evidence: Explicit report or permitted logs; illustrative fan-out is not engine telemetry - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P344 Information-language switching - Selection: Multiple - Values: One language; Searches multiple languages; Reads translation; Uses transliteration; Asks for simplified language - Rule: A language change does not change identity or knowledge automatically. - Ask: Would another language improve the search? - Scope: Query, task, and session-specific - Evidence: Explicit report or permitted logs; illustrative fan-out is not engine telemetry - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P345 Desired answer format - Selection: Multiple - Values: Direct answer; Shortlist; Comparison table; Checklist; Demonstration; Source-backed explanation; Human consultation - Rule: Match the stated task rather than assuming one answer format for all personas. - Ask: What would a usable answer look like? - Scope: Query, task, and session-specific - Evidence: Explicit report or permitted logs; illustrative fan-out is not engine telemetry - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ## 31 Shopping behavior & channels ### P346 Purchase channel preference - Selection: Multiple - Values: Physical store; Brand website; Marketplace; App; Social seller; Phone; Local agent; Informal market - Rule: Preference differs from available channels and completed purchases. - Ask: Where would the person prefer to buy? - Scope: Category, transaction, and observation period - Evidence: Stated preferences or consented purchase evidence - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P347 Research-to-purchase path - Selection: Single - Values: Online research/online purchase; Online research/store purchase; Store research/online purchase; Offline only; Mixed - Rule: Treat as an observed or stated path, not a universal segment. - Ask: Where does the journey move between channels? - Scope: Category, transaction, and observation period - Evidence: Stated preferences or consented purchase evidence - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P348 Seller preference - Selection: Multiple - Values: Local independent; Large retailer; Direct brand; Marketplace seller; Specialist; Community seller; No preference - Rule: Seller type does not guarantee trustworthiness or quality. - Ask: What kind of seller is preferred? - Scope: Category, transaction, and observation period - Evidence: Stated preferences or consented purchase evidence - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P349 Product condition preference - Selection: Multiple - Values: New; Used; Refurbished; Open-box; Repaired; Rental; No preference - Rule: Condition preference is not income class. - Ask: Which conditions are acceptable? - Scope: Category, transaction, and observation period - Evidence: Stated preferences or consented purchase evidence - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P350 Ownership model preference - Selection: Multiple - Values: Own; Rent; Lease; Subscribe; Share; Borrow; Access without ownership - Rule: State the product category and commitment period. - Ask: Is ownership necessary? - Scope: Category, transaction, and observation period - Evidence: Stated preferences or consented purchase evidence - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P351 Promotion sensitivity - Selection: Single - Values: Rarely considers promotions; Compares offers; Waits for offers; Uses offers selectively; Unknown - Rule: Do not infer financial hardship or target distress. - Ask: Does timing depend on an offer? - Scope: Category, transaction, and observation period - Evidence: Stated preferences or consented purchase evidence - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P352 Price comparison behavior - Selection: Single - Values: Rarely compares; Checks a few sellers; Compares extensively; Uses an advisor; Category-dependent - Rule: No claim that more comparison guarantees a better decision. - Ask: What comparison support is needed? - Scope: Category, transaction, and observation period - Evidence: Stated preferences or consented purchase evidence - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P353 Trial and inspection preference - Selection: Multiple - Values: No trial needed; In-person inspection; Sample; Demonstration; Trial period; Independent inspection - Rule: Requirements depend on product risk and reversibility. - Ask: What must be tested before commitment? - Scope: Category, transaction, and observation period - Evidence: Stated preferences or consented purchase evidence - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P354 Shopping trip style - Selection: Single - Values: Targeted purchase; Browsing; Stock-up; Emergency replacement; Occasion shopping; Mixed - Rule: Shopping mode can change from one occasion to the next. - Ask: What is the purpose of this shopping session? - Scope: Category, transaction, and observation period - Evidence: Stated preferences or consented purchase evidence - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P355 Brand switching openness - Selection: Single - Values: Prefers current brand; Open with evidence; Actively exploring alternatives; No brand preference - Rule: Do not infer loyalty from one prior transaction. - Ask: What would justify trying an alternative? - Scope: Category, transaction, and observation period - Evidence: Stated preferences or consented purchase evidence - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P356 Purchase coordination - Selection: Multiple - Values: Individual; Household; Group purchase; Employer procurement; Gift recipient involved; Other - Rule: Distinguish decision-maker, payer, and user. - Ask: Who needs to agree? - Scope: Category, transaction, and observation period - Evidence: Stated preferences or consented purchase evidence - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P357 Cross-border purchasing behavior - Selection: Single - Values: Domestic only; Occasionally cross-border; Frequently cross-border; Willing but inexperienced; Avoids - Rule: State shipping and payment context; no legal or tax conclusions are generated. - Ask: What cross-border uncertainty needs clarification? - Scope: Category, transaction, and observation period - Evidence: Stated preferences or consented purchase evidence - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ## 32 Trust & perceived purchase risk ### P358 Trusted evidence sources - Selection: Multiple - Values: Independent tests; Owner experience; Personal contacts; Credentials; Official documentation; Demonstration; Other - Rule: Trust is self-reported and does not prove factual reliability. - Ask: Which source would help answer this concern? - Scope: A provider, claim, or transaction at a time - Evidence: Direct questions; verified first-party experience - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P359 Seller familiarity - Selection: Single - Values: First encounter; Recognized name; Previously considered; Previous customer; Ongoing relationship - Rule: Awareness is not satisfaction or purchase intention. - Ask: What does the person already know about the seller? - Scope: A provider, claim, or transaction at a time - Evidence: Direct questions; verified first-party experience - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P360 Primary purchase concerns - Selection: Multiple - Values: Financial loss; Poor fit; Low quality; Safety; Privacy; Non-delivery; Difficult support; Lock-in - Rule: Concerns must be stated, not inferred from demographics. - Ask: Which concern must be addressed with evidence? - Scope: A provider, claim, or transaction at a time - Evidence: Direct questions; verified first-party experience - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P361 Review evaluation preference - Selection: Multiple - Values: Recent reviews; Detailed owner accounts; Similar use cases; Verified transactions; Critical reviews; Specialist reviews - Rule: Review format preferences are not a guarantee against manipulation. - Ask: What review details are useful? - Scope: A provider, claim, or transaction at a time - Evidence: Direct questions; verified first-party experience - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P362 Transparency requirements - Selection: Multiple - Values: Full price; Product specifications; Seller identity; Sourcing; Terms; Limitations; Ongoing costs - Rule: Prioritize facts relevant to the stated task. - Ask: What must be disclosed clearly? - Scope: A provider, claim, or transaction at a time - Evidence: Direct questions; verified first-party experience - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P363 Assurance preference - Selection: Multiple - Values: Warranty; Returns; Trial; Inspection; Support commitment; Documentation; None stated - Rule: Assurance terms require current provider verification in real use. - Ask: What assurance would reduce uncertainty? - Scope: A provider, claim, or transaction at a time - Evidence: Direct questions; verified first-party experience - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P364 Data-sharing boundary for purchase - Selection: Multiple - Values: Contact details only; Necessary delivery details; No marketing use; No saved payment; Other restriction - Rule: Preference must not be treated as a substitute for lawful permission. - Ask: Which data is the person willing to provide? - Scope: A provider, claim, or transaction at a time - Evidence: Direct questions; verified first-party experience - Handling: Personal / minimize - Basis: Data-minimization design reference: ICO. Not a global legal-compliance checklist. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/data-protection-principles/a-guide-to-the-data-protection-principles/ ### P365 Previous issue affecting trust - Selection: Multiple - Values: No reported issue; Product failure; Service issue; Unexpected fees; Privacy concern; Delivery failure; Other - Rule: Record voluntary experience without creating a permanent vulnerability profile. - Ask: What happened previously that should not recur? - Scope: A provider, claim, or transaction at a time - Evidence: Direct questions; verified first-party experience - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ## 33 Buyer journey & current intent ### P366 Journey stage - Selection: Single - Values: No current need; Need recognized; Discover; Explore; Compare; Decide; Purchase or book; Onboard; Use; Renew; Exit - Rule: Stages can loop, overlap, or be skipped. This is an authored planning model. - Ask: What decision is the person trying to make now? - Scope: One goal, category, or purchase episode - Evidence: Explicit current intent; observed events where permissioned - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P367 Problem awareness - Selection: Single - Values: No recognized problem; Recognizes symptoms; Can define problem; Has a clear requirement - Rule: Classify stated awareness, not a hidden need invented by the seller. - Ask: Can the person explain the problem? - Scope: One goal, category, or purchase episode - Evidence: Explicit current intent; observed events where permissioned - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P368 Solution awareness - Selection: Single - Values: No solution known; Category aware; Several approaches known; Preferred approach; Exact solution chosen - Rule: Awareness and commitment are separate. - Ask: Which approaches are already understood? - Scope: One goal, category, or purchase episode - Evidence: Explicit current intent; observed events where permissioned - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P369 Category consideration - Selection: Single - Values: Not considering; Curious; Actively exploring; Shortlisting; Ready to act; Paused - Rule: Interest alone is not purchase intent. - Ask: Is this active research or general curiosity? - Scope: One goal, category, or purchase episode - Evidence: Explicit current intent; observed events where permissioned - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P370 Purchase timing - Selection: Single - Values: Today; Within 1 week; Within 1 month; Within 3 months; Within 12 months; Later; No planned purchase - Rule: Use an explicit reference date; these are authored bands. - Ask: When is action expected? - Scope: One goal, category, or purchase episode - Evidence: Explicit current intent; observed events where permissioned - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P371 Decision progress - Selection: Multiple - Values: Requirements defined; Budget set; Options found; Comparison done; Approval pending; Trial pending; Ready - Rule: Tasks need not occur in a fixed order. - Ask: What remains unfinished? - Scope: One goal, category, or purchase episode - Evidence: Explicit current intent; observed events where permissioned - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P372 Shortlist status - Selection: Single - Values: No shortlist; Broad list; Few alternatives; One preferred option; Reopened search - Rule: A preferred option is not a completed purchase. - Ask: Which alternatives are still being considered? - Scope: One goal, category, or purchase episode - Evidence: Explicit current intent; observed events where permissioned - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P373 Comparison criteria - Selection: Multiple - Values: Price; Fit; Features; Quality; Reliability; Service; Convenience; Compatibility; Ongoing cost; Other - Rule: Record only criteria actually stated or observed. - Ask: What should the comparison answer? - Scope: One goal, category, or purchase episode - Evidence: Explicit current intent; observed events where permissioned - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P374 Purchase occasion - Selection: Multiple - Values: First purchase; Replacement; Upgrade; Gift; Life event; Replenishment; Emergency; Work need - Rule: The same person can occupy several different purchase personas. - Ask: Why is this purchase happening? - Scope: One goal, category, or purchase episode - Evidence: Explicit current intent; observed events where permissioned - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P375 User versus buyer role - Selection: Multiple - Values: End user; Researcher; Recommender; Decision-maker; Payer; Purchaser; Gatekeeper; Supporter - Rule: Roles belong to a decision, not permanently to an identity. - Ask: Who is asking, paying, and using? - Scope: One goal, category, or purchase episode - Evidence: Explicit current intent; observed events where permissioned - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P376 Question type needed - Selection: Multiple - Values: Definition; How-to; Requirements; Shortlist; Comparison; Price; Availability; Process; Troubleshooting - Rule: Link a persona dimension to a useful question, not to invented search volume. - Ask: Which question type would help next? - Scope: One goal, category, or purchase episode - Evidence: Explicit current intent; observed events where permissioned - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P377 Success criteria for the journey - Selection: Text - Values: Chosen option; Completed task; No purchase needed; Information gained; Problem resolved; Other - Rule: Success does not always mean conversion. - Ask: What would make this journey complete for the person? - Scope: One goal, category, or purchase episode - Evidence: Explicit current intent; observed events where permissioned - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ## 34 Triggers, barriers & urgency ### P378 Trigger event - Selection: Multiple - Values: Failure; New need; Life transition; New responsibility; New availability; Recommendation; Routine replacement; Other - Rule: Record the event explicitly; do not infer private life events from browsing. - Ask: What started the search? - Scope: Current situation; refresh when circumstances change - Evidence: User-stated needs and obstacles; no inferred vulnerability - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P379 Main barrier - Selection: Multiple - Values: Budget; Time; Unclear options; Availability; Trust; Accessibility; Approval; Compatibility; Other - Rule: A barrier is a design problem, not a persuasion opportunity. - Ask: What prevents progress? - Scope: Current situation; refresh when circumstances change - Evidence: User-stated needs and obstacles; no inferred vulnerability - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P380 Urgency reason - Selection: Multiple - Values: Essential task blocked; Deadline; Replacement; Convenience; Opportunity; No urgency - Rule: Do not fabricate scarcity or fear. - Ask: Why does timing matter? - Scope: Current situation; refresh when circumstances change - Evidence: User-stated needs and obstacles; no inferred vulnerability - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P381 Constraint priority - Selection: Repeated - Values: Constraint; Hard limit or preference; Stated threshold; Evidence - Rule: Hard limits and preferences must not be mixed. - Ask: What cannot be compromised? - Scope: Current situation; refresh when circumstances change - Evidence: User-stated needs and obstacles; no inferred vulnerability - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P382 Knowledge barrier - Selection: Multiple - Values: Terminology; Unknown requirements; Too many choices; Unclear terms; Missing comparison; No knowledge barrier - Rule: Avoid equating uncertainty with low intelligence. - Ask: Which explanation would remove confusion? - Scope: Current situation; refresh when circumstances change - Evidence: User-stated needs and obstacles; no inferred vulnerability - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P383 Access barrier - Selection: Multiple - Values: Location; Transport; Connectivity; Language; Payment; Physical access; Service hours; Other - Rule: Identify a workable alternative rather than excluding the person. - Ask: What access route would work? - Scope: Current situation; refresh when circumstances change - Evidence: User-stated needs and obstacles; no inferred vulnerability - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P384 Administrative barrier - Selection: Multiple - Values: Documentation; Approval; Account setup; Eligibility clarification; Booking process; Other - Rule: Collect only necessary details; no legal eligibility conclusions from persona labels. - Ask: Which administrative step is blocking progress? - Scope: Current situation; refresh when circumstances change - Evidence: User-stated needs and obstacles; no inferred vulnerability - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P385 Emotional concern, voluntarily stated - Selection: Multiple - Values: Uncertainty; Frustration; Disappointment; Concern about regret; No stated concern; Other - Rule: Do not infer psychological state or exploit distress. - Ask: What reassurance or information is requested? - Scope: Current situation; refresh when circumstances change - Evidence: User-stated needs and obstacles; no inferred vulnerability - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P386 Alternative to purchase - Selection: Multiple - Values: Repair; Borrow; Share; Delay; Change routine; Use existing product; No action - Rule: Include nonpurchase options in a user-centered journey. - Ask: Is a purchase actually necessary? - Scope: Current situation; refresh when circumstances change - Evidence: User-stated needs and obstacles; no inferred vulnerability - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ## 35 Payments & checkout preferences ### P387 Payment methods accessible - Selection: Multiple - Values: Cash; Debit; Credit card; Bank transfer; Mobile money; Digital wallet; Cash on delivery; Local method; Other - Rule: Access is not preference; availability differs by market and provider. - Ask: Which methods can the person actually use? - Scope: Transaction and market-specific - Evidence: Voluntary preferences; no account, card, or identity-document numbers - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P388 Payment method preference - Selection: Multiple - Values: Cash; Card; Transfer; Mobile money; Wallet; Invoice; Other - Rule: Ask directly; do not derive from nationality or income. - Ask: How would the person prefer to pay? - Scope: Transaction and market-specific - Evidence: Voluntary preferences; no account, card, or identity-document numbers - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P389 Banking access context - Selection: Single - Values: Bank account; Nonbank payment account; Mobile-money access; Shared financial access; No formal account - Rule: Voluntary practical context, not a creditworthiness score. - Ask: Is an account-free route needed? - Scope: Transaction and market-specific - Evidence: Voluntary preferences; no account, card, or identity-document numbers - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P390 Prepaid versus billed preference - Selection: Single - Values: Prepaid; Pay as used; Postpaid; Either; Task-dependent - Rule: Preference does not determine approval or legal eligibility. - Ask: Which payment cycle is appropriate? - Scope: Transaction and market-specific - Evidence: Voluntary preferences; no account, card, or identity-document numbers - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P391 Installment consideration - Selection: Single - Values: Not interested; Considering; Already arranged; Needs information; Not applicable - Rule: Do not recommend credit or infer affordability. - Ask: Are repayment terms an unanswered question? - Scope: Transaction and market-specific - Evidence: Voluntary preferences; no account, card, or identity-document numbers - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P392 Checkout assistance - Selection: Multiple - Values: None; Plain instructions; Language help; Accessible flow; Trusted-person help; In-person completion - Rule: Do not collect the helper's identity unless necessary. - Ask: What support is needed to complete the transaction? - Scope: Transaction and market-specific - Evidence: Voluntary preferences; no account, card, or identity-document numbers - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P393 Currency and cross-border needs - Selection: Multiple - Values: Local currency; Multiple currencies; Transparent conversion; Cross-border payment; No cross-border need - Rule: Actual exchange rates and fees need transaction-time verification. - Ask: Which currency and total charges should be clear? - Scope: Transaction and market-specific - Evidence: Voluntary preferences; no account, card, or identity-document numbers - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P394 Receipt and invoice requirements - Selection: Multiple - Values: Paper receipt; Digital receipt; Business invoice; Tax details; Expense reimbursement; No preference - Rule: Record local requirements without making tax conclusions. - Ask: What proof of purchase is needed? - Scope: Transaction and market-specific - Evidence: Voluntary preferences; no account, card, or identity-document numbers - Handling: Sensitive / contextual - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P395 Saved-payment preference - Selection: Single - Values: Never save; Save with permission; One-time token only; Provider-specific; Undecided - Rule: Do not equate saved-card preference with blanket tracking permission. - Ask: Should payment details persist? - Scope: Transaction and market-specific - Evidence: Voluntary preferences; no account, card, or identity-document numbers - Handling: Sensitive / contextual - Basis: Data-minimization design reference: ICO. Not a global legal-compliance checklist. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/data-protection-principles/a-guide-to-the-data-protection-principles/ ## 36 Delivery, service & usage context ### P396 Delivery or access method - Selection: Multiple - Values: Home delivery; Pickup; Store visit; Local agent; Digital access; On-site service; Remote service - Rule: Physical address is unnecessary in a persona definition. - Ask: How will the person receive the product or service? - Scope: Specific product, location, and service encounter - Evidence: Explicit logistical and support requirements - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P397 Delivery time flexibility - Selection: Single - Values: Fixed window needed; Day-specific; Flexible within a week; Flexible longer; Immediate digital access - Rule: Task-specific; do not promise availability. - Ask: What timing can the person accommodate? - Scope: Specific product, location, and service encounter - Evidence: Explicit logistical and support requirements - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P398 Installation and onboarding needs - Selection: Multiple - Values: Self-setup; Guided setup; Professional installation; Migration help; Accessibility setup; None - Rule: Skill and willingness to self-install are separate. - Ask: What is required to start using it? - Scope: Specific product, location, and service encounter - Evidence: Explicit logistical and support requirements - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P399 Support channel preference - Selection: Multiple - Values: Phone; Email; Chat; Messaging; Video; In-person; Community; Self-service - Rule: Separate preference from actual provider availability. - Ask: Which support channel works? - Scope: Specific product, location, and service encounter - Evidence: Explicit logistical and support requirements - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P400 Support language requirements - Selection: Text - Values: Any preferred language; Interpreter; Sign language; Plain-language support - Rule: Do not assume support language from residence. - Ask: In which language should support be provided? - Scope: Specific product, location, and service encounter - Evidence: Explicit logistical and support requirements - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P401 Support availability requirements - Selection: Multiple - Values: Business hours; Evenings; Weekends; Shift-compatible; Around-the-clock; Asynchronous - Rule: Requirements are inputs, not guarantees of service. - Ask: When must help be accessible? - Scope: Specific product, location, and service encounter - Evidence: Explicit logistical and support requirements - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P402 Maintenance responsibility - Selection: Single - Values: Self; Household member; Employer; Paid specialist; Managed provider; Shared - Rule: Responsibility does not imply expertise. - Ask: Who will maintain the product? - Scope: Specific product, location, and service encounter - Evidence: Explicit logistical and support requirements - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P403 Usage environment - Selection: Multiple - Values: Home; Workplace; School; Outdoors; Shared space; Mobile; High-wear environment; Other - Rule: Use case directly informs specifications and questions. - Ask: Where and under what conditions will it be used? - Scope: Specific product, location, and service encounter - Evidence: Explicit logistical and support requirements - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P404 Return and exit logistics - Selection: Multiple - Values: Store return; Mail return; Collection needed; Digital cancellation; Transfer; Disposal; Other - Rule: Actual terms require current verification. - Ask: How would the person undo or end the purchase? - Scope: Specific product, location, and service encounter - Evidence: Explicit logistical and support requirements - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P405 Service continuity needs - Selection: Multiple - Values: Backup access; Offline access; Replacement unit; Transferability; Data export; Portable plan; No stated need - Rule: Capture continuity requirements rather than inferred risk. - Ask: What happens if the service is interrupted? - Scope: Specific product, location, and service encounter - Evidence: Explicit logistical and support requirements - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ## 37 Customer relationship & retention ### P406 Relationship lifecycle - Selection: Single - Values: Unaware; Aware; Prospect; Trial user; New customer; Active customer; Lapsed customer; Former customer - Rule: Define event and timing rules locally; not demographic persona categories. - Ask: What relationship already exists? - Scope: Relationship with a named category or provider; dated - Evidence: First-party events and explicit feedback - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P407 Category tenure - Selection: Single - Values: Never used; Under 1 month; 1-6 months; 7-12 months; 1-3 years; More than 3 years - Rule: Framework bands; category experience is distinct from provider tenure. - Ask: Is this a first-time user? - Scope: Relationship with a named category or provider; dated - Evidence: First-party events and explicit feedback - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P408 Usage frequency after purchase - Selection: Single - Values: Not started; Rare; Monthly; Weekly; Daily; Multiple times daily - Rule: Specify product and period. - Ask: Is the product being used as intended? - Scope: Relationship with a named category or provider; dated - Evidence: First-party events and explicit feedback - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P409 Satisfaction, self-reported - Selection: Scale - Values: Very dissatisfied; Dissatisfied; Neither; Satisfied; Very satisfied - Rule: Direct feedback only; not inferred from silence or repeat purchase alone. - Ask: What is or is not working? - Scope: Relationship with a named category or provider; dated - Evidence: First-party events and explicit feedback - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P410 Value realization - Selection: Single - Values: Not yet realized; Partly realized; Meets expectations; Exceeds expectations; Not assessed - Rule: Capture the person's stated outcome, not only seller-defined success. - Ask: Has the original need been met? - Scope: Relationship with a named category or provider; dated - Evidence: First-party events and explicit feedback - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P411 Renewal intention - Selection: Single - Values: Plans to renew; Undecided; Plans to stop; Not applicable - Rule: Intent is not a forecast or completed renewal. - Ask: What does renewal depend on? - Scope: Relationship with a named category or provider; dated - Evidence: First-party events and explicit feedback - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P412 Switching barriers - Selection: Multiple - Values: Setup effort; Compatibility; Contract terms; Learning effort; Data transfer; Household agreement; None - Rule: Use to reduce friction, not create lock-in. - Ask: What would make switching difficult? - Scope: Relationship with a named category or provider; dated - Evidence: First-party events and explicit feedback - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P413 Advocacy behavior - Selection: Multiple - Values: No advocacy; Private recommendation; Public review; Referral; Community help; Content creation - Rule: Record actual action or stated willingness separately. - Ask: How does the person share experience? - Scope: Relationship with a named category or provider; dated - Evidence: First-party events and explicit feedback - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P414 Feedback preference - Selection: Multiple - Values: Brief survey; Detailed survey; Interview; Review; Support conversation; No feedback request - Rule: Ask within permission and burden constraints. - Ask: How does the person prefer to provide feedback? - Scope: Relationship with a named category or provider; dated - Evidence: First-party events and explicit feedback - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P415 Exit reason - Selection: Multiple - Values: Need ended; Price; Poor fit; Quality; Support; Alternative; Relocation; Privacy; Other - Rule: Do not force one reason when several apply. - Ask: Why is the relationship ending? - Scope: Relationship with a named category or provider; dated - Evidence: First-party events and explicit feedback - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ## 38 Professional & organizational buying roles ### P416 Organizational role in purchase - Selection: Multiple - Values: User; Champion; Researcher; Technical evaluator; Procurement; Budget owner; Approver; Executive sponsor - Rule: One person may hold several roles; job title alone is insufficient. - Ask: What part of the decision does this person control? - Scope: Person acting for an organization; not personal identity - Evidence: Self-reported remit or verified organizational process - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P417 Organization context - Selection: Single - Values: Sole operator; Small team; Growing organization; Large organization; Public body; Nonprofit; Community group - Rule: Authored descriptors; size definitions require local context. - Ask: What organizational setting shapes the task? - Scope: Person acting for an organization; not personal identity - Evidence: Self-reported remit or verified organizational process - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P418 Organization industry - Selection: Text - Values: Any sector or local industry classification; Multiple sectors - Rule: Do not substitute company industry for a person's occupation. - Ask: Which operational requirements matter? - Scope: Person acting for an organization; not personal identity - Evidence: Self-reported remit or verified organizational process - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P419 Team or organization size - Selection: Numeric - Values: Headcount with defined scope and date - Rule: Specify team versus entire organization and employees versus contractors. - Ask: How many users or stakeholders are involved? - Scope: Person acting for an organization; not personal identity - Evidence: Self-reported remit or verified organizational process - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P420 Purchase authority - Selection: Single - Values: Can recommend; Can evaluate; Can spend within limit; Must obtain approval; Final approver - Rule: Actual process matters more than seniority assumptions. - Ask: Who must authorize the purchase? - Scope: Person acting for an organization; not personal identity - Evidence: Self-reported remit or verified organizational process - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P421 Organizational budget model - Selection: Multiple - Values: Per user; Per team; Per project; Department budget; Central budget; Reimbursed expense - Rule: Separate company budget from personal income or wealth. - Ask: How is this purchase funded? - Scope: Person acting for an organization; not personal identity - Evidence: Self-reported remit or verified organizational process - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P422 Procurement stage - Selection: Single - Values: Need definition; Requirements; Market review; Evaluation; Pilot; Approval; Contracting; Rollout; Renewal - Rule: Authored model; organizations can skip or repeat stages. - Ask: Which procurement task is current? - Scope: Person acting for an organization; not personal identity - Evidence: Self-reported remit or verified organizational process - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P423 Implementation constraints - Selection: Multiple - Values: Integration; Security review; Training; Migration; Staffing; Procurement rules; Accessibility; Other - Rule: Requirements must be documented, not inferred from organization size. - Ask: What could block implementation? - Scope: Person acting for an organization; not personal identity - Evidence: Self-reported remit or verified organizational process - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P424 Organizational success metrics - Selection: Repeated - Values: Metric; Baseline; Target; Owner; Evaluation period - Rule: Targets are user-supplied, not invented ROI claims. - Ask: How will the organization judge success? - Scope: Person acting for an organization; not personal identity - Evidence: Self-reported remit or verified organizational process - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P425 Business purchase risk concerns - Selection: Multiple - Values: Downtime; Cost overrun; Adoption; Compatibility; Support; Data handling; Vendor continuity - Rule: Questions, not claims about a specific provider. - Ask: What evidence must the buying group see? - Scope: Person acting for an organization; not personal identity - Evidence: Self-reported remit or verified organizational process - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ## 39 Nonbuyer roles & community participation ### P426 Noncommercial service role - Selection: Multiple - Values: Learner; Patient or care recipient; Applicant; Resident; Volunteer; Donor; Member; Service navigator - Rule: A person's goal may have nothing to do with buying. - Ask: What service outcome is sought? - Scope: Person in a family, community, or service role - Evidence: Voluntary role description; purpose-limited research - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P427 Community contribution - Selection: Multiple - Values: Volunteering; Mentoring; Mutual aid; Organizing; Teaching; Practical help; Financial support; None - Rule: No political or religious affiliation is inferred. - Ask: How does the person choose to contribute? - Scope: Person in a family, community, or service role - Evidence: Voluntary role description; purpose-limited research - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P428 Participation setting - Selection: Multiple - Values: Local community; School; Workplace; Club; Online group; International network; Family network - Rule: Avoid private membership details unless necessary. - Ask: Where does participation occur? - Scope: Person in a family, community, or service role - Evidence: Voluntary role description; purpose-limited research - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P429 Participation barriers - Selection: Multiple - Values: Time; Cost; Transport; Language; Accessibility; Scheduling; Unclear information; None - Rule: Use to improve inclusion, not rank people. - Ask: What would make participation possible? - Scope: Person in a family, community, or service role - Evidence: Voluntary role description; purpose-limited research - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P430 Learning or service decision role - Selection: Multiple - Values: Self; Guardian-supported; Family-supported; Professional-supported; Group decision - Rule: Support roles do not imply lack of agency. - Ask: Who needs clear information? - Scope: Person in a family, community, or service role - Evidence: Voluntary role description; purpose-limited research - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P431 Resource exchange mode - Selection: Multiple - Values: Paid exchange; Barter; Lending; Sharing; Volunteering; Informal reciprocity; Donation - Rule: Include noncash economies and unpaid activities. - Ask: Is money part of the exchange? - Scope: Person in a family, community, or service role - Evidence: Voluntary role description; purpose-limited research - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P432 Community connection preference - Selection: Single - Values: Local ties; Professional ties; Interest-based ties; Family network; Mixed; Private or independent - Rule: Not a measure of loyalty or social worth. - Ask: Which connections are relevant to this activity? - Scope: Person in a family, community, or service role - Evidence: Voluntary role description; purpose-limited research - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P433 Service success definition - Selection: Text - Values: Access achieved; Task completed; Skill gained; Support received; Participation enabled; Other - Rule: Do not impose a purchase or revenue metric. - Ask: What would a successful interaction mean? - Scope: Person in a family, community, or service role - Evidence: Voluntary role description; purpose-limited research - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ## 40 Situation, dynamics & change over time ### P434 Persona application context - Selection: Single - Values: Personal use; Household use; Caregiving; Work; Community role; Travel; Other - Rule: The same person can need different profiles in different contexts. - Ask: Which version of the person's situation matters now? - Scope: Date, role, location, and specific episode - Evidence: Time-stamped self-report or permissioned observations - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P435 Trait stability - Selection: Single - Values: Relatively stable; Slowly changing; Seasonal; Situation-specific; Momentary - Rule: A metadata label for a dimension, not a psychological diagnosis. - Ask: How quickly can this value change? - Scope: Date, role, location, and specific episode - Evidence: Time-stamped self-report or permissioned observations - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P436 Observation date and validity - Selection: Text - Values: As-of date; Validity window; Last confirmation date - Rule: Do not reuse a stale value as current without qualification. - Ask: Is this context still accurate? - Scope: Date, role, location, and specific episode - Evidence: Time-stamped self-report or permissioned observations - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P437 Life-event impact - Selection: Multiple - Values: Time changed; Budget changed; Household changed; Location changed; Access changed; Priorities changed; None - Rule: Record practical effects rather than inferring private events. - Ask: Which constraints have changed? - Scope: Date, role, location, and specific episode - Evidence: Time-stamped self-report or permissioned observations - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P438 Role-specific differences - Selection: Repeated - Values: Role; Different goal; Different budget; Different channel; Different decision process - Rule: Preserve legitimate differences rather than averaging them away. - Ask: Does work behavior differ from personal behavior? - Scope: Date, role, location, and specific episode - Evidence: Time-stamped self-report or permissioned observations - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P439 Category-specific differences - Selection: Repeated - Values: Category; Price orientation; Luxury preference; Knowledge; Research depth; Channel - Rule: A value-focused grocery buyer may choose premium travel, or the reverse. - Ask: Which preferences change by category? - Scope: Date, role, location, and specific episode - Evidence: Time-stamped self-report or permissioned observations - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P440 Seasonal or cyclical context - Selection: Multiple - Values: School cycle; Work cycle; Pay cycle; Weather; Festivals; Care schedule; Other - Rule: Local calendars and routines differ. - Ask: Is this a recurring change? - Scope: Date, role, location, and specific episode - Evidence: Time-stamped self-report or permissioned observations - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P441 Current task environment - Selection: Multiple - Values: At home; At work; In transit; In store; Shared space; Low bandwidth; Interrupted; Other - Rule: Context is temporary and should not become a permanent identity label. - Ask: What is possible in this moment? - Scope: Date, role, location, and specific episode - Evidence: Time-stamped self-report or permissioned observations - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P442 Conflicting preferences - Selection: Text - Values: Preference A; Preference B; Trade-off; Context that decides - Rule: People can hold competing needs; do not force a single label. - Ask: Which trade-off needs clarification? - Scope: Date, role, location, and specific episode - Evidence: Time-stamped self-report or permissioned observations - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P443 Persona update trigger - Selection: Multiple - Values: User correction; New evidence; Life change; Category change; Periodic review; Expired data - Rule: Update only with permitted information and retain provenance. - Ask: When should this persona be revised? - Scope: Date, role, location, and specific episode - Evidence: Time-stamped self-report or permissioned observations - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ## 41 Evidence, confidence & responsible use ### P444 Record type - Selection: Single - Values: Fictional scenario; Individual self-report; Individual observation; Aggregate segment; Model estimate - Rule: Never present fictional combinations as measured human populations. - Ask: What kind of persona record is this? - Scope: Metadata for each populated value or persona - Evidence: Research records; explicit permissions; source documentation - Handling: Personal / minimize - Basis: Data-minimization design reference: ICO. Not a global legal-compliance checklist. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/data-protection-principles/a-guide-to-the-data-protection-principles/ ### P445 Evidence status - Selection: Single - Values: Self-reported; Observed with permission; Measured aggregate; Derived; Estimated; Hypothesis; Unknown - Rule: These are different evidence types, not an automatic quality ranking. - Ask: How is this specific value known? - Scope: Metadata for each populated value or persona - Evidence: Research records; explicit permissions; source documentation - Handling: Personal / minimize - Basis: Data-minimization design reference: ICO. Not a global legal-compliance checklist. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/data-protection-principles/a-guide-to-the-data-protection-principles/ ### P446 Evidence source and date - Selection: Text - Values: Source name or URL; Collection date; Reference period; Dataset version - Rule: A citation must support the exact population and variable being used. - Ask: Where can the claim be checked? - Scope: Metadata for each populated value or persona - Evidence: Research records; explicit permissions; source documentation - Handling: Personal / minimize - Basis: Data-minimization design reference: ICO. Not a global legal-compliance checklist. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/data-protection-principles/a-guide-to-the-data-protection-principles/ ### P447 Population definition - Selection: Text - Values: Country or area; Age range; Unit; Inclusion criteria; Sampling frame - Rule: Aggregate findings do not automatically describe every individual. - Ask: Who does this evidence actually represent? - Scope: Metadata for each populated value or persona - Evidence: Research records; explicit permissions; source documentation - Handling: Personal / minimize - Basis: Data-minimization design reference: ICO. Not a global legal-compliance checklist. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/data-protection-principles/a-guide-to-the-data-protection-principles/ ### P448 Measurement unit and scale - Selection: Text - Values: Currency; Period; Person or household; Numeric scale; Question wording - Rule: Comparisons require compatible definitions. - Ask: Are the measures like-for-like? - Scope: Metadata for each populated value or persona - Evidence: Research records; explicit permissions; source documentation - Handling: Personal / minimize - Basis: Data-minimization design reference: ICO. Not a global legal-compliance checklist. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/data-protection-principles/a-guide-to-the-data-protection-principles/ ### P449 Uncertainty documentation - Selection: Text - Values: Sample size; Error estimate if reported; Missingness; Model assumptions; Not quantified - Rule: Do not invent margins of error or confidence scores. - Ask: What uncertainty should users see? - Scope: Metadata for each populated value or persona - Evidence: Research records; explicit permissions; source documentation - Handling: Personal / minimize - Basis: Data-minimization design reference: ICO. Not a global legal-compliance checklist. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/data-protection-principles/a-guide-to-the-data-protection-principles/ ### P450 Permission and intended purpose - Selection: Text - Values: Allowed purpose; Data source permission; Restrictions; Review owner - Rule: This is a recordkeeping field, not a universal legal-consent mechanism. - Ask: Is this use within the documented permission? - Scope: Metadata for each populated value or persona - Evidence: Research records; explicit permissions; source documentation - Handling: Personal / minimize - Basis: Data-minimization design reference: ICO. Not a global legal-compliance checklist. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/data-protection-principles/a-guide-to-the-data-protection-principles/ ### P451 Collection necessity - Selection: Single - Values: Necessary for task; Useful but optional; Not necessary; Not assessed - Rule: A large taxonomy is not a requirement to collect every field. - Ask: Can the task work without this information? - Scope: Metadata for each populated value or persona - Evidence: Research records; explicit permissions; source documentation - Handling: Personal / minimize - Basis: Data-minimization design reference: ICO. Not a global legal-compliance checklist. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/data-protection-principles/a-guide-to-the-data-protection-principles/ ### P452 Operational sensitivity flag - Selection: Single - Values: Standard context; Personal; Sensitive; Restricted; Not assessed - Rule: Flags in this workbook are design safeguards, not legal classifications across jurisdictions. - Ask: Who should have access? - Scope: Metadata for each populated value or persona - Evidence: Research records; explicit permissions; source documentation - Handling: Personal / minimize - Basis: Data-minimization design reference: ICO. Not a global legal-compliance checklist. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/data-protection-principles/a-guide-to-the-data-protection-principles/ ### P453 Missing-value state - Selection: Single - Values: Unknown; Not asked; Not applicable; Prefer not to say; Unavailable; Withheld - Rule: Keep missing values separate from zero, none, or lack of interest. - Ask: Why is the field empty? - Scope: Metadata for each populated value or persona - Evidence: Research records; explicit permissions; source documentation - Handling: Personal / minimize - Basis: Data-minimization design reference: ICO. Not a global legal-compliance checklist. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/data-protection-principles/a-guide-to-the-data-protection-principles/ ### P454 Inference restriction - Selection: Multiple - Values: No demographic inference; No sensitive-trait inference; No individualization of aggregate data; No automated decision use - Rule: Do not turn browsing, postcode, name, or language into hidden identity claims. - Ask: What must not be inferred? - Scope: Metadata for each populated value or persona - Evidence: Research records; explicit permissions; source documentation - Handling: Personal / minimize - Basis: Data-minimization design reference: ICO. Not a global legal-compliance checklist. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/data-protection-principles/a-guide-to-the-data-protection-principles/ ### P455 Retention and refresh rule - Selection: Text - Values: Retention limit; Expiry date; Refresh schedule; Deletion trigger - Rule: Follow the actual permitted purpose and applicable requirements; not a legal retention recommendation. - Ask: When should this record be deleted or refreshed? - Scope: Metadata for each populated value or persona - Evidence: Research records; explicit permissions; source documentation - Handling: Personal / minimize - Basis: Data-minimization design reference: ICO. Not a global legal-compliance checklist. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/data-protection-principles/a-guide-to-the-data-protection-principles/ ### P456 Human correction and review - Selection: Text - Values: Correction route; Review owner; Last review; Unresolved disagreement - Rule: Preserve the person's own description and allow correction. - Ask: How can an incorrect persona be corrected? - Scope: Metadata for each populated value or persona - Evidence: Research records; explicit permissions; source documentation - Handling: Personal / minimize - Basis: Data-minimization design reference: ICO. Not a global legal-compliance checklist. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/data-protection-principles/a-guide-to-the-data-protection-principles/ ## 42 Extension & composite-persona rules ### P457 Custom dimension - Selection: Text - Values: New dimension name; Definition; Scope; Unit; Allowed values - Rule: Use when a relevant human attribute or context is not represented. - Ask: What necessary dimension is missing? - Scope: Framework design; applies across all domains - Evidence: Documented project-specific definitions - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P458 Custom category or local term - Selection: Text - Values: Original local label; Explanation; Optional translated label; Parent category - Rule: Do not discard local meaning to force a global label. - Ask: Which local category needs preserving? - Scope: Framework design; applies across all domains - Evidence: Documented project-specific definitions - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P459 Multi-select combination rule - Selection: Text - Values: Any compatible values; Explicit exclusivity rule; Context-specific combinations - Rule: Multiple identities, interests, roles, and needs can coexist. - Ask: Are the chosen values actually incompatible? - Scope: Framework design; applies across all domains - Evidence: Documented project-specific definitions - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P460 Composite persona description - Selection: Text - Values: Relevant dimensions plus explicit goal, category, constraints, role, and date - Rule: Do not invent a stereotypical name, motive, or biography to fill gaps. - Ask: How can the known context be summarized faithfully? - Scope: Framework design; applies across all domains - Evidence: Documented project-specific definitions - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P461 Segment membership rule - Selection: Text - Values: Declared inclusion criteria; Overlap policy; Evidence source; Reference period - Rule: A segment is only mutually exclusive when explicitly designed that way. - Ask: Which people meet this particular definition? - Scope: Framework design; applies across all domains - Evidence: Documented project-specific definitions - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P462 Query fan-out construction - Selection: Text - Values: Seed question + stated use case + constraints + role + journey stage - Rule: Output possible questions as hypotheses unless observed in genuine query data. - Ask: Which specific next question follows from an explicit need? - Scope: Framework design; applies across all domains - Evidence: Documented project-specific definitions - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates. ### P463 Validation plan for a persona - Selection: Multiple - Values: Interview; Survey; Diary; Usability test; Consented query data; Transaction analysis; Expert review - Rule: Validate the actual combination; independent marginal statistics do not establish a joint persona. - Ask: What evidence would confirm or revise this persona? - Scope: Framework design; applies across all domains - Evidence: Documented project-specific definitions - Handling: Personal / minimize - Basis: Authored classification; illustrative, extensible options. No population estimates.